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DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024...

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Gargoyle

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16,672 次观看 • 6 个月前 •via X (Twitter)

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I IGNORED IGAMING FOR TWO YEARS. THEN I DID THE MATH Here is what changed my mind Imagine a debate: Everyone is arguing about the next big narrative - AI agents? - Meme coins? - Another DeFi twist? But suddenly someone mentions iGaming - and the conversation does not die. It grows The same thing started happening on Crypto Twitter recently I used to be the one who always changed the topic until recently Let me explain WHAT I HAD TO ADMIT iGaming is not a new hype It is a multi billion machine that has been generating real cash for years 13 percent annual growth Crypto volumes in the sector are doubling year over year The money is already flowing The only thing that changes is who captures it on-chain Looking at it now I do not understand how I ignored it before BUT FIRST WHY I DID NOT TRUST THIS SECTOR All iGaming tokens sounded the same: - Huge market - Loud promises - Token detached from real usage I thought it was just noise but that assumption was my mistake What changed my position was not hype or anyone’s recommendation It was structure concrete verifiable numbers THIS IS AN INDUSTRY THAT NEVER NEEDED CRYPTO Here is the right question I should have asked from the start Can a token connect to activity that already exists instead of trying to create it This is a completely different starting point iGaming answers this question YES Millions of people go on platforms every day not to farm points and not to speculate but to play bet and interact This activity generates what crypto rarely has at scale - stable revenue independent of sentiment A PLATFORM THAT EXISTED BEFORE THE TOKEN? Most crypto projects follow this scheme: 1. Launch a token 2. Distribute incentives 3. Try to find users But I found a project that positions itself differently - 1win Token 1win did the opposite First nearly a decade of operations: - 30M+ users in 50+ countries - Systems for engagement and monetization - Around 1B USD annual revenue - Global celebrity advertising - Nine years of operations before the first token The platform existed long before the token did And that order matters more than it seems WHERE TOKENOMICS FINALLY BECAME INTERESTING Most buyback mechanisms are just marketing in a whitepaper Here it is different The mechanism is deterministic and built into code: - A portion of real platform revenue goes to weekly buybacks from the market - Bought tokens are returned to users as cashback - 10 percent of every spent 1WIN is burned daily - Fixed supply 10B No inflation No additional issuance The loop looks like this: ACTIVITY -> REVENUE -> BUYBACK -> REWARDS -> BURN -> LOWER SUPPLY Activity affects the token Not sentiment This is a flywheel tied to real human behavior not the price of BTC THE ARCHITECTURE MOST PEOPLE MISS $1WIN is natively deployed on BNB Chain and Solana via LayerZero When tokens move between chains they are burned on source and minted on destination Total supply remains constant This removes typical bridge risks that have already killed many projects And it gives access to: - BNB liquidity and retail base - Solana speed and DeFi activity This level of design is not accidental THE SIGNAL THAT MADE ME LOOK TWICE Then I saw the collaboration with Jupiter Not a vague partnership announcement but a live reward campaign inside the Jupiter ecosystem Jupiter is the core infrastructure hub of Solana DeFi with billions in daily volume Serious infrastructure platforms do not align with projects without substance This added another layer of confidence before the tokensale ATTENTION IS ALREADY BOUGHT INTO CRYPTO There is another layer most people ignore Before any token before any on-chain narrative 1win already built global distribution through sports and entertainment - Jon Jones: UFC legend and youngest champion in history - Canelo Alvarez: Mexican boxing superstar - David Warner: elite international cricket star You do not get athletes of this level unless the business under the hood generates serious stable cashflow This is the key signal The token is not trying to create attention from zero It is plugging into attention that already exists WHY TIMING MATTERS RIGHT NOW Recently I started noticing a shift Conversations about iGaming tokens are becoming more frequent and more serious Less noise more people with real arguments This is how early narratives usually form And right when this shift is happening $1WIN is approaching its tokensale No price history No price discovery Only users revenue and mechanics already in place This timing is rare BUT REMEMBER THE RISKS Regulation execution liquidity after launch These risks are real and I am not going to pretend they are not But the key difference compared to most pre TGE projects is: - Product already exists - Users already exist - Revenue is already generated Most crypto projects do not start this way WHY MY VIEW CHANGED Not because of shill Not because of anyone’s recommendation Because the puzzle finally made sense 1. Large existing industry with real cashflow 2. Platform with real users and revenue before token 3. Token mechanically tied to activity not sentiment 4. Architecture solving real problems 5. Tier 1 partnerships as a catalyst 6. Timing where attention is just starting to form This combination is rare The best opportunities rarely look obvious at first They sit in categories people underestimate while the structure quietly builds underneath iGaming is already a cashflow machine What changes is how that value is represented on-chain This is not a token looking for users This is a working system inviting the token inside And right now it still feels early Usually that is where the edge is Good luck!
0:39

I IGNORED IGAMING FOR TWO YEARS. THEN I DID THE MATH Here is what changed my mind Imagine a debate: Everyone is arguing about the next big narrative - AI agents? - Meme coins? - Another DeFi twist? But suddenly someone mentions iGaming - and the conversation does not die. It grows The same thing started happening on Crypto Twitter recently I used to be the one who always changed the topic until recently Let me explain WHAT I HAD TO ADMIT iGaming is not a new hype It is a multi billion machine that has been generating real cash for years 13 percent annual growth Crypto volumes in the sector are doubling year over year The money is already flowing The only thing that changes is who captures it on-chain Looking at it now I do not understand how I ignored it before BUT FIRST WHY I DID NOT TRUST THIS SECTOR All iGaming tokens sounded the same: - Huge market - Loud promises - Token detached from real usage I thought it was just noise but that assumption was my mistake What changed my position was not hype or anyone’s recommendation It was structure concrete verifiable numbers THIS IS AN INDUSTRY THAT NEVER NEEDED CRYPTO Here is the right question I should have asked from the start Can a token connect to activity that already exists instead of trying to create it This is a completely different starting point iGaming answers this question YES Millions of people go on platforms every day not to farm points and not to speculate but to play bet and interact This activity generates what crypto rarely has at scale - stable revenue independent of sentiment A PLATFORM THAT EXISTED BEFORE THE TOKEN? Most crypto projects follow this scheme: 1. Launch a token 2. Distribute incentives 3. Try to find users But I found a project that positions itself differently - 1win Token 1win did the opposite First nearly a decade of operations: - 30M+ users in 50+ countries - Systems for engagement and monetization - Around 1B USD annual revenue - Global celebrity advertising - Nine years of operations before the first token The platform existed long before the token did And that order matters more than it seems WHERE TOKENOMICS FINALLY BECAME INTERESTING Most buyback mechanisms are just marketing in a whitepaper Here it is different The mechanism is deterministic and built into code: - A portion of real platform revenue goes to weekly buybacks from the market - Bought tokens are returned to users as cashback - 10 percent of every spent 1WIN is burned daily - Fixed supply 10B No inflation No additional issuance The loop looks like this: ACTIVITY -> REVENUE -> BUYBACK -> REWARDS -> BURN -> LOWER SUPPLY Activity affects the token Not sentiment This is a flywheel tied to real human behavior not the price of BTC THE ARCHITECTURE MOST PEOPLE MISS $1WIN is natively deployed on BNB Chain and Solana via LayerZero When tokens move between chains they are burned on source and minted on destination Total supply remains constant This removes typical bridge risks that have already killed many projects And it gives access to: - BNB liquidity and retail base - Solana speed and DeFi activity This level of design is not accidental THE SIGNAL THAT MADE ME LOOK TWICE Then I saw the collaboration with Jupiter Not a vague partnership announcement but a live reward campaign inside the Jupiter ecosystem Jupiter is the core infrastructure hub of Solana DeFi with billions in daily volume Serious infrastructure platforms do not align with projects without substance This added another layer of confidence before the tokensale ATTENTION IS ALREADY BOUGHT INTO CRYPTO There is another layer most people ignore Before any token before any on-chain narrative 1win already built global distribution through sports and entertainment - Jon Jones: UFC legend and youngest champion in history - Canelo Alvarez: Mexican boxing superstar - David Warner: elite international cricket star You do not get athletes of this level unless the business under the hood generates serious stable cashflow This is the key signal The token is not trying to create attention from zero It is plugging into attention that already exists WHY TIMING MATTERS RIGHT NOW Recently I started noticing a shift Conversations about iGaming tokens are becoming more frequent and more serious Less noise more people with real arguments This is how early narratives usually form And right when this shift is happening $1WIN is approaching its tokensale No price history No price discovery Only users revenue and mechanics already in place This timing is rare BUT REMEMBER THE RISKS Regulation execution liquidity after launch These risks are real and I am not going to pretend they are not But the key difference compared to most pre TGE projects is: - Product already exists - Users already exist - Revenue is already generated Most crypto projects do not start this way WHY MY VIEW CHANGED Not because of shill Not because of anyone’s recommendation Because the puzzle finally made sense 1. Large existing industry with real cashflow 2. Platform with real users and revenue before token 3. Token mechanically tied to activity not sentiment 4. Architecture solving real problems 5. Tier 1 partnerships as a catalyst 6. Timing where attention is just starting to form This combination is rare The best opportunities rarely look obvious at first They sit in categories people underestimate while the structure quietly builds underneath iGaming is already a cashflow machine What changes is how that value is represented on-chain This is not a token looking for users This is a working system inviting the token inside And right now it still feels early Usually that is where the edge is Good luck!

Linton Worm (🍏,🪱)

14,395 次观看 • 5 个月前

$LUNC just went x2 and added 150 million to its market cap. Not because of some innovation, not because of fundamentals, but simply because a Ian Allison from CoinDesk wore a $LUNC t-shirt on camera. This is the reality of the market. People are not chasing technology, they are chasing whatever looks like quick money. And at the same time, a project like $OCTA from OctaSpace, with real infrastructure, crazy architecture and tech that barely has any competition in the entire crypto space, is struggling to even cross 10 million mcap. This is the difference between hype and real value. One works on t-shirts and memes, the other is quietly building super tech that nobody pays attention to yet.
0:47

$LUNC just went x2 and added 150 million to its market cap. Not because of some innovation, not because of fundamentals, but simply because a Ian Allison from CoinDesk wore a $LUNC t-shirt on camera. This is the reality of the market. People are not chasing technology, they are chasing whatever looks like quick money. And at the same time, a project like $OCTA from OctaSpace, with real infrastructure, crazy architecture and tech that barely has any competition in the entire crypto space, is struggling to even cross 10 million mcap. This is the difference between hype and real value. One works on t-shirts and memes, the other is quietly building super tech that nobody pays attention to yet.

Cryptech Sam

91,307 次观看 • 9 个月前

One of the people I genuinely enjoy listening to in this space is Manish | HumynLabs; KGeN Kgen Elder. Every time he speaks, it's less about chasing narratives and more about understanding where the market is actually heading. That's a mindset I respect. One point he's consistently made is that the era of tokens surviving on hype alone is fading. Liquidity is becoming more selective, users are asking tougher questions, and investors are paying closer attention to fundamentals. The projects that will stand the test of time are the ones backed by real products, real users, real revenue, and sustainable value creation. Anyone can generate excitement for a few weeks. Building something people continue to use months or years later is a completely different challenge. That's why, whenever Manish is speaking, I don't just listen,I grab a pen and start taking notes. There are always insights that make me rethink how I evaluate projects and where this industry is headed. The market will always have room for speculation, but in the long run, fundamentals have a way of winning.
0:59

One of the people I genuinely enjoy listening to in this space is Manish | HumynLabs; KGeN Kgen Elder. Every time he speaks, it's less about chasing narratives and more about understanding where the market is actually heading. That's a mindset I respect. One point he's consistently made is that the era of tokens surviving on hype alone is fading. Liquidity is becoming more selective, users are asking tougher questions, and investors are paying closer attention to fundamentals. The projects that will stand the test of time are the ones backed by real products, real users, real revenue, and sustainable value creation. Anyone can generate excitement for a few weeks. Building something people continue to use months or years later is a completely different challenge. That's why, whenever Manish is speaking, I don't just listen,I grab a pen and start taking notes. There are always insights that make me rethink how I evaluate projects and where this industry is headed. The market will always have room for speculation, but in the long run, fundamentals have a way of winning.

Bahdfella™ ❤️‍🔥

28,302 次观看 • 2 个月前

🚨IMPORTANT ANNOUNCEMENT FROM $ARMY 🚨 Let me tell you something. Yes, it's true. We reached 100M market cap a month ago, and now we're trying to make an important floor from which to bounce. Two months ago, we were barely at 1M market cap. The important thing about an asset is not how it behaves in the upswings, but its strength in the downswings. Our story is the story of $XRP. It's a story of redemption, of struggle, of feeling, of hard work. We've come a long way because of who we are, because of what we like to do, because of the toughness of the XRP $ARMY We will continue to work hard, day after day, just like Ripple has fought against the SEC for 7 years. We are XRP holders with diamond hands, accustomed to rowing when there's a storm. We are the XRP $ARMY, the token that represents the movement of XRP holders. Do you like XRP? This is your home. This is your place. We work to achieve greatness. A wise man once said that an asset shows its strength after recovering from several -80%. Every recovery that is made is another sign of strength. We have a listing on a Top 10 CEX on the way. It is almost time to launch it, right now during these holidays it is difficult to speed it up but everything is agreed: $ARMY will be listed on a top 10 exchange. And not only that, but we have many things prepared. If you like XRP, I highly recommend that you watch the attached video with sound. This is us. This is our fight. This is, definitely, your fight. We are not going to give up. We are not going to fall. The community is EVERYTHING, and there is nothing stronger than the XRP ARMY The golden age of XRP begins. We shall prevail. And by the way, we are delighted that there are token brothers who are bringing attention to XRP. Together we are stronger.
0:57

🚨IMPORTANT ANNOUNCEMENT FROM $ARMY 🚨 Let me tell you something. Yes, it's true. We reached 100M market cap a month ago, and now we're trying to make an important floor from which to bounce. Two months ago, we were barely at 1M market cap. The important thing about an asset is not how it behaves in the upswings, but its strength in the downswings. Our story is the story of $XRP. It's a story of redemption, of struggle, of feeling, of hard work. We've come a long way because of who we are, because of what we like to do, because of the toughness of the XRP $ARMY We will continue to work hard, day after day, just like Ripple has fought against the SEC for 7 years. We are XRP holders with diamond hands, accustomed to rowing when there's a storm. We are the XRP $ARMY, the token that represents the movement of XRP holders. Do you like XRP? This is your home. This is your place. We work to achieve greatness. A wise man once said that an asset shows its strength after recovering from several -80%. Every recovery that is made is another sign of strength. We have a listing on a Top 10 CEX on the way. It is almost time to launch it, right now during these holidays it is difficult to speed it up but everything is agreed: $ARMY will be listed on a top 10 exchange. And not only that, but we have many things prepared. If you like XRP, I highly recommend that you watch the attached video with sound. This is us. This is our fight. This is, definitely, your fight. We are not going to give up. We are not going to fall. The community is EVERYTHING, and there is nothing stronger than the XRP ARMY The golden age of XRP begins. We shall prevail. And by the way, we are delighted that there are token brothers who are bringing attention to XRP. Together we are stronger.

$ARMY

20,940 次观看 • 1 年前

For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.
8:47

For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.

Jeffrey P. Snider

22,132 次观看 • 1 个月前

A DEX becomes a lot more interesting to me when the question is not only: “What can I trade here?” But also: “Can I actually contribute liquidity here?” That is one part of RivrDEX I think deserves more attention. RivrDEX is permissionless, so you are not limited to simply using the liquidity that is already available. You can add liquidity to a pool, receive LP tokens, and earn a share of the trading fees. It changes the way I look at a DEX. You are not just a trader using someone else’s liquidity. You can also become part of the liquidity behind the market. For smaller markets especially, having an open way to provide liquidity without going through a centralized platform feels pretty important. Trade with the liquidity that is there. Or help build it. That is a much more interesting idea to me.
0:48

A DEX becomes a lot more interesting to me when the question is not only: “What can I trade here?” But also: “Can I actually contribute liquidity here?” That is one part of RivrDEX I think deserves more attention. RivrDEX is permissionless, so you are not limited to simply using the liquidity that is already available. You can add liquidity to a pool, receive LP tokens, and earn a share of the trading fees. It changes the way I look at a DEX. You are not just a trader using someone else’s liquidity. You can also become part of the liquidity behind the market. For smaller markets especially, having an open way to provide liquidity without going through a centralized platform feels pretty important. Trade with the liquidity that is there. Or help build it. That is a much more interesting idea to me.

Rhyne

15,607 次观看 • 24 天前

.David Deutsch: "What's currently called AI and AGI are not only different from each other, they are very close to being the exact opposites of each other. The reason is that an AI, current AI is like an AI that diagnoses diseases or an AI that plays chess or an AI that controls a huge factory. Those things have objective functions, that is they have a function that they are designed to maximize and that is why they are used in those particular applications. Or in military terms, you could say the objective is to hit the target. You might say the objective is to hit the target unless some thing specified, but it's a specified thing comes up in which case don't hit the target and so on. This is, as I said, almost the opposite of what humans do when humans think. For a start, the AI has to be obedient, that is it has to actually do the things it is programmed to do, whereas a human is fundamentally disobedient, especially when being creative. When a human plays chess, they are performing a completely different kind of computation. They don't do the same things, they don't investigate the same possibilities that the artificial chess playing machine does, because the artificial one is capable of looking at billions and billions of possibilities, whereas the human can only look at hundreds or something. They are doing something completely different. Another difference is that the human can explain, can write a book later, having become world champion, can write a book saying how I did it, as the computer program that beats the world champion can write no such book, because it has no idea how it did it. It was just following a program. I was doing this and that and that and none of that is illuminating. Also, third thing, the chess player can decide I don't want to play chess anymore, from now on I will play Go or from now on I will play tennis. If commanded to play chess, the functionality will deteriorate completely. Those things are different. What we want in an AGI is that it behaves in a way that cannot be specified in advance, because if you specified it, you would already have the answer. The AGI program has to give unexpected answers, answers to questions we didn't even know how to ask."
3:11

.David Deutsch: "What's currently called AI and AGI are not only different from each other, they are very close to being the exact opposites of each other. The reason is that an AI, current AI is like an AI that diagnoses diseases or an AI that plays chess or an AI that controls a huge factory. Those things have objective functions, that is they have a function that they are designed to maximize and that is why they are used in those particular applications. Or in military terms, you could say the objective is to hit the target. You might say the objective is to hit the target unless some thing specified, but it's a specified thing comes up in which case don't hit the target and so on. This is, as I said, almost the opposite of what humans do when humans think. For a start, the AI has to be obedient, that is it has to actually do the things it is programmed to do, whereas a human is fundamentally disobedient, especially when being creative. When a human plays chess, they are performing a completely different kind of computation. They don't do the same things, they don't investigate the same possibilities that the artificial chess playing machine does, because the artificial one is capable of looking at billions and billions of possibilities, whereas the human can only look at hundreds or something. They are doing something completely different. Another difference is that the human can explain, can write a book later, having become world champion, can write a book saying how I did it, as the computer program that beats the world champion can write no such book, because it has no idea how it did it. It was just following a program. I was doing this and that and that and none of that is illuminating. Also, third thing, the chess player can decide I don't want to play chess anymore, from now on I will play Go or from now on I will play tennis. If commanded to play chess, the functionality will deteriorate completely. Those things are different. What we want in an AGI is that it behaves in a way that cannot be specified in advance, because if you specified it, you would already have the answer. The AGI program has to give unexpected answers, answers to questions we didn't even know how to ask."

Deutsch Explains

72,475 次观看 • 1 年前

A very harsh threat, made by Netanyahu toward Iran. What is behind the heightened tone? It is not only harsh, it is also unusual. The event that took place in recent months was a paralyzing fear of what is called miscalculation. They will think that we will attack first, even though that was not the intention, and then they will attack, and the entire region will be dragged into another round of confrontation. In a region where there is fear of miscalculation, you are not supposed to announce this kind of thing in the Knesset. I just want to make that clear. Yesterday, Naftali Bennett promoted his press conference on the conditions of soldiers, okay? He gets six million views because the timing looks like a countdown and he is a former prime minister, so the Iranians are in hysterics that he is actually announcing that they are going to attack. That’s the atmosphere. So when Netanyahu attacks like this and makes an unprecedented threat—not only harsh but also unusual—one can’t help but think that for Netanyahu there is a message, or something more problematic than miscalculation. And he wants to warn the Iranians. Now, what’s the issue? The issue is that if the Iranians come to the conclusion that their regime is on the verge of collapse, there is one thing that might save them. And that is an attack on Israel. Because we saw during the war what is called “rally around the flag.” Even those who were in the opposition rallied around the flag when their country was attacked. It is not only the Islamic Republic that is under attack, but also the Islamic Republic of Iran. That is essentially the issue, and that is what Netanyahu, in my opinion, is trying to stop with the threat he issued after the security discussion.
1:27

A very harsh threat, made by Netanyahu toward Iran. What is behind the heightened tone? It is not only harsh, it is also unusual. The event that took place in recent months was a paralyzing fear of what is called miscalculation. They will think that we will attack first, even though that was not the intention, and then they will attack, and the entire region will be dragged into another round of confrontation. In a region where there is fear of miscalculation, you are not supposed to announce this kind of thing in the Knesset. I just want to make that clear. Yesterday, Naftali Bennett promoted his press conference on the conditions of soldiers, okay? He gets six million views because the timing looks like a countdown and he is a former prime minister, so the Iranians are in hysterics that he is actually announcing that they are going to attack. That’s the atmosphere. So when Netanyahu attacks like this and makes an unprecedented threat—not only harsh but also unusual—one can’t help but think that for Netanyahu there is a message, or something more problematic than miscalculation. And he wants to warn the Iranians. Now, what’s the issue? The issue is that if the Iranians come to the conclusion that their regime is on the verge of collapse, there is one thing that might save them. And that is an attack on Israel. Because we saw during the war what is called “rally around the flag.” Even those who were in the opposition rallied around the flag when their country was attacked. It is not only the Islamic Republic that is under attack, but also the Islamic Republic of Iran. That is essentially the issue, and that is what Netanyahu, in my opinion, is trying to stop with the threat he issued after the security discussion.

Amit Segal

41,392 次观看 • 8 个月前

This is what it means to be on the charts for 20 years. For a trader, experience is not a detail, it is the real key to success. We are not talking about indicators, magic setups or current trends, but about eye, market memory and the ability to recognise the same dynamics that repeat themselves in different forms. This video found online explains it perfectly: it makes you understand how, over time, you stop reacting to candlesticks and start reading the market's intentions. You know when there is noise, when there is distribution, when they are just looking for liquidity... and above all, you know when to do nothing. That's where the real advantage lies. The rest is just haste, ego and overtrading. Experience does not accelerate the market. It accelerates you.
0:42

This is what it means to be on the charts for 20 years. For a trader, experience is not a detail, it is the real key to success. We are not talking about indicators, magic setups or current trends, but about eye, market memory and the ability to recognise the same dynamics that repeat themselves in different forms. This video found online explains it perfectly: it makes you understand how, over time, you stop reacting to candlesticks and start reading the market's intentions. You know when there is noise, when there is distribution, when they are just looking for liquidity... and above all, you know when to do nothing. That's where the real advantage lies. The rest is just haste, ego and overtrading. Experience does not accelerate the market. It accelerates you.

EliZ

61,654 次观看 • 9 个月前

The Fed just confirmed a massive liquidity rotation. Many people are talking about “bear market.” Sentiment is washed out. Even some long time crypto holders are wobbling. But underneath the surface, the story is completely different: → RRP drained from $2.5T to basically zero → QT ends in days → None of that cash disappeared…it moved And here’s the part we need to remember: Liquidity doesn't hit risk assets first. When the RRP drained, that money didn’t go into crypto. It went into Treasuries...T-bills, short-term government debt, plugging the deficit. That was Stage One. And it’s already done. Stage Two is when liquidity pushes out the risk curve... NOT BECAUSE OF HYPE, but because yield forces it there. That phase is beginning right now. Crypto looks awful because we’re in the transition zone...the part where sentiment lags the plumbing. Sentiment is backward-looking. Liquidity is forward-looking. We’re not late. We’re early. Crypto isn’t breaking…it’s coiling.
9:21

The Fed just confirmed a massive liquidity rotation. Many people are talking about “bear market.” Sentiment is washed out. Even some long time crypto holders are wobbling. But underneath the surface, the story is completely different: → RRP drained from $2.5T to basically zero → QT ends in days → None of that cash disappeared…it moved And here’s the part we need to remember: Liquidity doesn't hit risk assets first. When the RRP drained, that money didn’t go into crypto. It went into Treasuries...T-bills, short-term government debt, plugging the deficit. That was Stage One. And it’s already done. Stage Two is when liquidity pushes out the risk curve... NOT BECAUSE OF HYPE, but because yield forces it there. That phase is beginning right now. Crypto looks awful because we’re in the transition zone...the part where sentiment lags the plumbing. Sentiment is backward-looking. Liquidity is forward-looking. We’re not late. We’re early. Crypto isn’t breaking…it’s coiling.

Dan Gambardello

64,471 次观看 • 10 个月前

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

278,422 次观看 • 1 年前

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”
2:47

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Lone

11,356 次观看 • 2 个月前

Everyone remembers the crazy run that Dogecoin had to an ATH of $0.736 but everyone forgets the -93.2% correction to $0.0497 just one year later Interestingly at the exact moment of me writing this $DOG is also down -93.2% from its ATH We must remember that memecoins are the most volatile asset class in the world There is no escaping the volatility Even the most valuable memecoin in the world that was bull posted by the richest man in the world relentlessly for months had a correction equal to what $DOG is experiencing right now Volatility is both a curse and a blessing The same thing that allows $DOG to drop from $1B to $67M is what may allow it to one day go to the moon and become the #1 memecoin in the world With no other asset class is something like that possible The roller coaster ride is part of the experience for better or worse The reason I want everyone in the $DOG Army to internalize this is because it makes us sharper and stronger Not every $DOG soldier has gone through 4 cycles Every cycle without fail when the bear market arrives the vast majority of people think that Bitcoin and crypto are dead forever But the true believers who understand the significance of this technology know that this is only the beginning I've attached a short clip from a conversation I had with @Cryptolution over a year ago in the middle of the bull run that I believe is quite prescient right now that I encourage everyone to listen do I need each and every one of you to realize that this will not be easy We did not pick an easy mission But what matters right now is that we hold on and keep fighting even in the hardest of times because these are the moments that define us These are the moments where true conviction is forged Our work is not done In fact we are just getting started I want you all to know that it is an incredible honor to serve in the $DOG Army every day with each of you If you are here today reading this you are a $DOG legend You will be the reason for $DOG ATHs You are the real $DOG soldier who I have been waiting two years to meet 🫡
2:50

Everyone remembers the crazy run that Dogecoin had to an ATH of $0.736 but everyone forgets the -93.2% correction to $0.0497 just one year later Interestingly at the exact moment of me writing this $DOG is also down -93.2% from its ATH We must remember that memecoins are the most volatile asset class in the world There is no escaping the volatility Even the most valuable memecoin in the world that was bull posted by the richest man in the world relentlessly for months had a correction equal to what $DOG is experiencing right now Volatility is both a curse and a blessing The same thing that allows $DOG to drop from $1B to $67M is what may allow it to one day go to the moon and become the #1 memecoin in the world With no other asset class is something like that possible The roller coaster ride is part of the experience for better or worse The reason I want everyone in the $DOG Army to internalize this is because it makes us sharper and stronger Not every $DOG soldier has gone through 4 cycles Every cycle without fail when the bear market arrives the vast majority of people think that Bitcoin and crypto are dead forever But the true believers who understand the significance of this technology know that this is only the beginning I've attached a short clip from a conversation I had with @Cryptolution over a year ago in the middle of the bull run that I believe is quite prescient right now that I encourage everyone to listen do I need each and every one of you to realize that this will not be easy We did not pick an easy mission But what matters right now is that we hold on and keep fighting even in the hardest of times because these are the moments that define us These are the moments where true conviction is forged Our work is not done In fact we are just getting started I want you all to know that it is an incredible honor to serve in the $DOG Army every day with each of you If you are here today reading this you are a $DOG legend You will be the reason for $DOG ATHs You are the real $DOG soldier who I have been waiting two years to meet 🫡

Leonidas 🧡 $DOG

46,552 次观看 • 5 个月前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,924 次观看 • 3 个月前

I can’t forget the visualization below of the scale of a billion dollars. It is why I laugh when the number is carelessly thrown around by Nigerians. According to Mark Cuban, getting wealth at this scale is more about luck than skill or knowledge. You can’t get it linearly, only from exponential growth. The question we should ask if we seriously want to get wealth at this level is how many opportunities are open to an African to create exponential growth in any offering? In America and elsewhere, the market rewards people for creating that level of growth largely through valuation of future prospects and the probability of gaining more as exponential growth continues. We got a brief taste of those valuations in tech simply because foreign money decided to make some bets on entities that are still legally in their own country but operating in Africa. The way those companies are currently valued gives an idea of what they think about our markets but it is not always the reality on ground. The most objective measure is income and we are now slowly proving that previous valuations make sense. Getting to the point of creating individual billionaires is still far away unless we unlock further exponential growth opportunities. Speculation won’t create more billionaires. The government route has largely helped to create our current dollar billionaires by giving them advantage in areas where exponential demand was present. Those areas still have opportunities for growth. Someone sent me a deck and said he was trying to raise $10 Billion dollars, after laughing, I started to seriously look at the opportunities in the sector. The conclusion I reached with my cousin was that the only way to invest money and make money at that scale is to be in bed with the government. This is the bitter reality of Nigeria.
0:53

I can’t forget the visualization below of the scale of a billion dollars. It is why I laugh when the number is carelessly thrown around by Nigerians. According to Mark Cuban, getting wealth at this scale is more about luck than skill or knowledge. You can’t get it linearly, only from exponential growth. The question we should ask if we seriously want to get wealth at this level is how many opportunities are open to an African to create exponential growth in any offering? In America and elsewhere, the market rewards people for creating that level of growth largely through valuation of future prospects and the probability of gaining more as exponential growth continues. We got a brief taste of those valuations in tech simply because foreign money decided to make some bets on entities that are still legally in their own country but operating in Africa. The way those companies are currently valued gives an idea of what they think about our markets but it is not always the reality on ground. The most objective measure is income and we are now slowly proving that previous valuations make sense. Getting to the point of creating individual billionaires is still far away unless we unlock further exponential growth opportunities. Speculation won’t create more billionaires. The government route has largely helped to create our current dollar billionaires by giving them advantage in areas where exponential demand was present. Those areas still have opportunities for growth. Someone sent me a deck and said he was trying to raise $10 Billion dollars, after laughing, I started to seriously look at the opportunities in the sector. The conclusion I reached with my cousin was that the only way to invest money and make money at that scale is to be in bed with the government. This is the bitter reality of Nigeria.

Osaretin Victor Asemota

77,987 次观看 • 1 年前