“I'm a big answer holder because I'm just like, dude, this, this, this one working out is going to be super interesting... the idea you have an evergreen reoccurring airdrop is actually the way to do i”
ANSEM is a cryptocurrency token launched by the prominent crypto influencer Ansem. It serves as a direct play on a novel continuous airdrop model that leverages sustained social media attention to drive demand and offset token dilution.
“Solana specifically is hitting literally record highs across the board on all metrics except for price. So we are looking forward, I think, to the next few weeks and few months, especially if this tre”
Solana just processed a record 3.8 billion transactions and hit all-time highs across every network metric, triggering a massive price catch-up.
“I think as of now Robinhood is clear far and away like the winner or winning the race... they have retail fully onboarded and like have made it so easy for these people to trade stocks and traditional”
Robinhood is winning the retail finance race by leveraging its massive distribution to verticalize crypto and traditional asset trading.
“they sold 225 million worth of Bitcoin at 60K. So drilling into the bottom, they were selling Bitcoin and we went up and we're like at 63K right now. I think we honestly priced in the worst case scena”
Bitcoin has fully priced in the MicroStrategy selling overhang, absorbing a $225 million dump at $60K and immediately bouncing higher.
“I'm bullish on Apple because they have the distribution. Siri AI, if they pin it in your messages, it's like... your grandma doesn't give a fuck or can't tell the difference between Anthropic and GPT?”
Apple dominates the consumer AI war by embedding Siri directly into the daily habits of its 2.5 billion users who just want simple answers.
“I'm betting that this right now is like a bullish continuation pattern. So it's consolidating here before going higher... if crypto volumes start to come back... that's even a greater tailwind for Hyp”
Hyperliquid is forming a bullish continuation pattern and is primed for all-time highs as returning crypto volumes make it the primary venue for perps trading.
“he capped it at 1.25b so people were concerned that sailor has this fucking 40 billion worth of bitcoin he's going to market sell... I think this kind of like um assuaged the market... this is actuall”
MicroStrategy has bottomed and remains a core long because its new capital framework caps Bitcoin monetization at $1.25 billion, removing the market's fear of a massive $40 billion liquidation.