Sublime

Close to my POV as well. Have been a secular “bear” since Q3-24 (although have managed to find bits and points in time to get long). This is a particularly interesting pt today bc of where valuations are and how disenfranchised the grassroots crypto user feels The best argument I’ve heard from sharp shorts is that BTC... See more

rock hard agree w/ this (quick thread) mix of: 1) high signal, high strike rate OG luminaries that are still active 2) bulls, b/c right now it's +EV to lean into bulls til things heat up 3) known top-tier generational psyoppers, to stay up to speed w/ what coins are cabal scams

1/ Having been around since 2013 in crypto ... and deeply examining EVERYTHING as it happened ... and having lived through web1 and 2 cycles ... I think the current situation of who's on top (other than BTC) is temporary. We're in MySpace times, not Facebook times.

yup. won't tag him again to chime in, but eric balchunas will verify - whenever we've had significant btc selling over the last year, it's literally 99% crypto natives' pants wetting/selling & getting blown up on lev; ETF boomers just relentlessly buying the dip. lessons in there

send it. never fade owen. one of the few high strike rate HTF visionaries we have left in the space right now. nobody is right 100% of the time, but this isn't someone you want to bet against.

In defense of Bitcoin maximalism: https://t.co/uuXFYmLaKX