Genji retweeted
Flood explains the paradoxical mindset required to make hundreds of millions
“You must be hyper-aware of the capital you’re playing with and understand that no job could reasonably make it back.”
“But you also need to be numb enough to let your bets play out and press when you believe you have alpha.”
“With a larger portfolio, you constantly ask whether an opportunity deserves your limited time, attention and capital.”
“Your risk-reward becomes thinner because of slippage. It comes down to shot selection: Do I have alpha, and is the outcome big enough to matter?”
Genji retweeted
This will likely be a step forward toward in-kind redemption and voting rights, likely on how they manage dividends.
In-kind redemption and voting are extremely bullish for LONG eco, but few get why. Here are a few reasons:
- The quote asset becomes real stock. Every NVDA in the AI pool and treasury becomes exchangeable 1:1 for an actual NVDA share.
- This will actually allow a lot more market makers to participate. With redemption, the onchain inventory converts into the real share. Thus they can hedge off-chain and exit by redeeming.
- This means that the USDG/NVDA market & other stable / stock pools will likely be more tight. A more tight USDG/NVDA market means that more flows can route through it without slippage, which means that more flows can route through the AI / NVDA pool as well. Because going from USDG --> AI can hop through the tighter USDG / NVDA pool first. This means that the native AI / NVDA pool can capture more flows (and cross pairs like AI/BONER as well as second-order effect, and thus more NVDA gets locked, more AI gets burnt. Flywheel flywheeling.
- Stock tokens supply stops being scarce: market makers who can exit by redeeming will create new stock tokens when demand rises. I believe this is why we've seen stock token supply halts a bit lately, and why we'll see novel growth when in-kind redemption is available.
- On voting rights, this will likely take more time as there will be some KYC attestation / DAO LLC requirements, but I believe LONG will be the best positioned ecosystem where memes holders will be able to vote on the underlying stocks, and start having real impact.
The future is bright, the future is LONG
Genji retweeted
This chart is measuring the Intelligence of leading AI models based on independent evaluations.
On the right side of this graph are the models we had during the last AI meta in 2024, when Virtual ran to 5bn an AI16Z to 2.5bn.
Position accordingly 🪐
Genji retweeted
it is absolutely essential that, at beginning of a new cycle, you flashything yourself. erase your memory, clean it out, just format:c the whole thing
make a clean slate, start fresh + hungry as you were in your first cycle. super hard to do, but you MUST do it
kill the ptsd
Genji retweeted
Hard to realize how early it is for Robinhood Chain. Maybe this can help.
At its peak in early 2025, the aggregate mcap of all Solana Tokens was about $39.0B.
Today the aggregate mcap of all native RH token is about $1B.
Even accounting for UNI, MORPHO & LIT who are not RH native but act as infra on the chain, we are still about 1/4th of Solana peak.
Higher for longer
Start treating your coins like gold.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
clarity act didn't pass, pretty sure this is the final nail in the coffin for crypto unfortunately. was fun while it lasted though, can't really see how bitcoin survives without a bill literally called clarity. might be time to rotate back into something with actual fundamentals like copper futures and wheat. sad day for the industry, congress has officially rugged us. should've called the bill the "maybe we'll figure it out eventually act". i just deleted metamask. uninstalled twitter. threw my ledger into the fucking ocean. currently at walmart trying to figure out how the fuck the rewards points work.
Its over
Give up
Everything to zero
They were right about crypto
Genji retweeted
new entrants will soon find out what happens when you can't hold through drawdowns and panic sell bags that you only bought through borrowed conviction. the best time to panic sell is early. we are getting closer to buy windows now than sell windows for the "buy and afk" bags
Genji retweeted
The doors are open for
- content creators
- streamers
- blog writers
- Artists
- Perp Traders
- memecoin traders
Dm @BrokenLull or here and show what you’ve been up to
We need some more people inside 🤫
