“the thing about the last leg in the euphoric stage, which we've definitely entered in stocks, is that it goes a lot higher and harder and longer than you think.”
All influencers/streamers pivot to financial content as the euphoric stage extends, fueling reflexive single-asset pumps
“I basically think this is like a, uh, a once a year type of setup for the Zcash trade.”
Zcash is a once-a-year setup: cheap, freshly proven it can pump, privacy narrative is Bitcoin's antithesis
“33% of my net worth is in Bitcoin. It's the chart's pathetic. This chart is a joke. It's pathetic.”
Bitcoin's chart is pathetic relative to stocks; uninspiring price action holds crypto back despite holding 33% of net worth
“I took a small position in TON, very small position in TON, when I saw this post because it seems like he's going hard.”
TON now goes up on good news and ignores bad news, with Durov personally backing it; long the regime change
“every single hack slash problem slash exploit on a long enough time frame is a good thing... that specific problem, people don't repeat”
DeFi protocols will harden post-KelpDAO/Aave exploits; next-gen AI-secured protocols reclaim institutional trust in ~18mo
“Ryan Cohen right now is on a fucking god run, brother.”
GameStop's Ryan Cohen running scorched-earth troll campaign against eBay; full 180 to bullish on Cohen
“I fuck with Samsung here, not gonna lie, over SK Hynix for the megachurch angle. It's a really interesting one, huh?”
Samsung trades at ~5x forward earnings vs Google's ~30x despite comparable profits; memory durability repricing higher
“I'm saying I don't I feel so sidelined and I hate buying these parabolic charts. I'm down to buy ATH, but I hate buying these parabolic charts.”
Korean stocks are absorbing the speculative gains crypto should be getting; KOSPI parabolic with more room to run