J ◎ E _ HAHA (@Joe_Ha__) header
J ◎ E _ HAHA (@Joe_Ha__) profile picture

@UniofOxford '11 @MIT '14 BTC '14 ETH '16 SOL '19 @McDonalds '22 advising @deriverse_io also in @ClusterCap @SpaceshipDAO @solBOOGLE

Oxford, England
Joined October 2011
Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)Photo by J ◎ E _ HAHA (@Joe_Ha__)
#4, right after @toly and @rajgokal and before @KyleSamani
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Rami is one of the most underrated people X, smart and agile, gg wp
yesterday i made 28k$ selling $ETH at a premium during the binance hack. nk was clipping huge amounts, knowing they could get their usdt frozen any minute. my brain can't comprehend how they didnt deposit stables on aave and max borrowed eth. i personally could've made a lot more also. some reflections and learnings: 1-been talking about liquid yield for ages. the higher the EVs in defi, the less % of ur portfolio u want in liquid yield. the lower the evs in defi (as of now), the more % u want. 10-20% in 2025 was ok, even 10% or slightly less, since looping was so good. that is not the case anymore. imagine having your assets in a 12% APY gay loop on USDe, and if ethena collateral survives for the full year, u make 12% ROI. congratulations. that money could've made yesterday a potential 50% ROI in a day. and in my experience in crypto, major things break at least once a year, and smaller things break a few times per year: 2022, multiple times lol, 2023, usdc depeg, 2025, 10/10, 2026, binance hack. a bunch of minor ones where the chronically online participant can immensely benefit of having liquid money (khype recent depeg for 10%+ ROI in a day, and dozens more). by liquid money i mean money that can be anywhere in defi in 1-2 tx and 1 minute time. this detail is crucial. yesterday, i had a bunch of money liquid, but some of it was in perps, i had to take care of hf, etc. so lost some crucial time and in the end didnt make use of all of it. liquid means fucking liquid. sky, lending on aave, etc. 2-eth is a cuck asset, but having a bunch of gas on eth mainnet (and on sol also perhaps) AT ALL TIMES can have a significant impact on your yearly ROI. i would have easily made 30-40k more if i had had 100$ more on eth on mainnet. 3-plan for next black swan event. plan for the next nk exploit, the next 10/10, the next fund or collateral going down, the next depeg. what is likely to happen if X thing happen? spend an evening going through the most likely black swan events, and their second order effects. this research can mean the difference between making 0% ROI and making a 50% ROI in your portfolio in a day. this is very important and not so complicated to navigate these days with AI. 4-around 30% of my 2026 tweets have been talking about how the r/r for defi is not here anymore. loops (real and now also i include mistery yield) are NOT how we make it in defi anymore, they're a solved game for the most part. they were cool in 2024, when "looping" was an exotic term, ur counterparties where LPing for 15% while u were looping for 150%+. they were cool in 2025, where ur counterparties where lending u for 8% or buying YTs at 35% implied yield, while u were making 100%. but they're not cool in 2026 when the mentioned counterparties do not exist anymore, and the % of smart players is 10x bigger than in 2024. on top of that, after events like yesterday, u not only do not benefit from the event, but ur loops lose a bunch of roi. when ur getting 20% APR, even a day at -250% equals 12 days of yield. not to mention, teams halting withdrawals, aave freezing their markets, and the risks of underlying collateral, very sketchy in many cases. 5-there's a bunch of randomness in these type of events and how they affect your ROI. last year, on 10/10, i could've made easy 6 figures, but was having dinner at my parents. i could've at least made 50k also just on closing the hedge, but didn't have stink bids on my massive $ENA hedge. so: some bad decision, and a lot of luck. last night, I was at the pc, but screwed the execution. wasted the first 10 minutes trying to get gas first (50$ more would've sufficed to start the ball rolling), then another 10 minutes with the fucking swaps with correct slippage or gas, and also some of my funds were not 1 tx away from being accessible, at least the ones on perps. but i was at the pc, so at least i was able to make 28k thanks to that. had i been on a date or a padel match, would've missed the biggest opportunity of the year. another example: i made 70k on spark last year, and my initial airdrop happened cause i sybilled 13 wallets with 100$ each of YT-sUSDe at the perfect time. why did i send them that day, and not 5 days later and make exactly 0$? randomness. or an MTT poker player, that realizes 80% of his yearly ROI in a 1k hands sample in the later stages of a handful of mtts. that's part of the game, and gotta make terms with the fact that ur yearly ROI has a heavy weight on randomness. and overall, im pretty pissed i didnt make a lot more, as i could've made 6 fig had i played my cards better or have just 50$ more of fucking cuck $ETH on my wallet. had a failed swap that would've made me 20k and instead cost me 500$ cause i set slippage at 2% and some mf arber made my tx fail lol ps: absolutely nothing wrong with making money from scam binance, they've been raping crypto for years, topping coins, scamming teams out of tokens, and many other dirty shit, so this is some small retribution and arguably good karma lol Hope some of u made some good money, cheers!
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Is $6B enough to retire? Asking for a friend (goes by Kim)
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My portfolio has suffered losses that I genuinely did not think were mathematically possible. Every time I think we’ve found support, another candle appears that completely destroys what little confidence I had left. I’ve drawn so many trendlines that my TradingView looks like a classified military document. I’ve tried Fibonacci retracements, Elliott Wave theory, RSI divergences, volume profiles, even lunar cycles. Nothing makes sense anymore.
Ansem, I’m genuinely begging you to please do some technical analysis on solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. I don’t think you understand how desperately some of us need guidance right now. I’ve been staring at this chart for weeks, trying to identify some kind of bullish divergence, accumulation range, inverse head and shoulders, literally ANYTHING that would suggest there is still hope for those of us who believed in this project. My portfolio has suffered losses that I genuinely did not think were mathematically possible. Every time I think we’ve found support, another candle appears that completely destroys what little confidence I had left. I’ve drawn so many trendlines that my TradingView looks like a classified military document. I’ve tried Fibonacci retracements, Elliott Wave theory, RSI divergences, volume profiles, even lunar cycles. Nothing makes sense anymore. I’m not asking for financial advice. I’m not asking you to pump your own coin. I’m simply asking the man whose name is literally attached to the asset to take 15 minutes out of his day and explain to me whether the structure is still bullish or whether I have unknowingly become a generational liquidity provider. My family has started asking why I’m so quiet at dinner. My friends think I’ve become distant. I can barely enjoy the things I used to love because every time I close my eyes, I see another red four-hour candle forming against the backdrop of my rapidly deteriorating net worth. I used to wake up excited about the future. Now I wake up and immediately check Dexscreener, hoping that perhaps overnight some mysterious institutional buyer has recognized the severely undervalued cultural significance of solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. I just need to know where the support is, Ansem. Where is the resistance? Is this a falling wedge? Are we experiencing a prolonged Wyckoff accumulation phase? Is the smart money positioning itself for a violent markup, or am I simply watching my financial future evaporate in real time? Please, Ansem. Even a single chart with two horizontal lines and an arrow pointing upward would mean more to me than you could possibly imagine. I have defended this coin in group chats, in public, and in conversations with people who have never even heard of Solana. I have put my reputation on the line for this ticker. I cannot keep telling people we are simply shaking out weak hands when I am beginning to suspect that the weak hands being shaken out are my own. I don’t need a 100x. I don’t even need a 10x anymore. I just want to look at my portfolio without feeling like I’ve been personally selected by the universe to demonstrate the dangers of concentrated exposure to speculative digital assets. Ansem, I am asking you not just as an investor, but as a human being. Please do TA on $ANSEM. Please tell me the weekly structure is intact. Please tell me this is a higher low. Please tell me we’re still early. I am running out of trendlines, Ansem. And more importantly, I am running out of hope.
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Are funds safu?
Unconfirmed, but possibly massive binance hack. Entire Binance wallet drained into new EOA. Contract call was funded by Tornado Cash
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I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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J ◎ E _ HAHA retweeted
Meme Summary of the Anthropic S-1 🥹🌳🙏
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Day in the life of a crypto trader: 6am: wake up. checks Trading View. "Strong Asia session", BTC +3%. You beautiful Koreans. Today will be a good day. 7.30am: NEAR unchd. ZEC unchd. ETH hedge +4% losing money. Longs probably just laggy, they'll catch up. Flood thinks ETHs going to zero too. check onchain - really must remember to sell my Robinhood bags into this strength...Hm all my stuff 10% lower than when i last checked. Strange. KOL was pitching them as the top long yday. midday: NYC 9.30am, the big boys are in LFG! "TRUMP: WAR WITH IRAN IS BACK ON". Of course it is. BTC -3% in 10 mins. Turns out the huge US seller still has coins. Ansem's still bullish - we'll be ok. 3pm: Chamath on a podcast: "Bitcoin will get hacked and go to zero". Haha i knew it - luckily I'm in quantum safe stuff like NEAR and ZEC - real tech. Check prices. -15%, hm strange - guess market hasn't seen the headline. NEW RUNNER: KIMCHI backed by Pump. That guy made $40m! Oh they are gonna crime this to a billy - will onboard the normies too i bet. Guess I'm a bit late but I bought a bag - time to make it back lads! a16z drops "crypto" from the fund name. What idiots, bottom signal!!! I guess i did move half my portfolio to memory stock in June - need to check how those are doing actually... 4pm: KIMCHI got vamped?? or is there an OG??? How is that even possible. Don't worry, PUMP is behind this one, new coin always wins. Bought a bit more. 6pm: notification. "Your ZEC long requires more margin". JFC. At least I'm short ETH, that'll save me a little. Check PnL. ZEC -15%, ETH -2%. Flood's gone private - probably just temporary. Cool cool cool. 7pm: wtf Kimchi & Alon deleted the tweets! Pump gone from the Kimchi bio. Fuck not again. Out. -40%. Honestly, a win in this market. Bet a lot of people got hurt on that one. Time to sleep. One last look at CT. Oh Ansem now bearish? Threadguy out of ZEC? Guess I'll cut the ZEC long in the morning. Checks price - liquidated. Guess I'll put on some shorts tomorrow to make it back...
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J ◎ E _ HAHA retweeted
If you’re selling gold because of fusion alchemy, you’re front-running a reactor that doesn’t exist, fed with mercury that costs 100,000x more than the gold it makes, to produce bars you couldn’t legally sell for 15 years. Marathon Fusion’s idea is real physics, since fusion neutrons can turn mercury-198 into gold. 1. Even optimistic models give 2–5 tonnes per gigawatt plant per year, against roughly 3,500–4,000 tonnes of annual mine supply 2. Enriched mercury-198 sells for about $15,000 per milligram today, while gold trades near $135 per gram 3. The gold would need 14–18 years of storage before it can be sold, so a plant’s first sellable bar arrives well over a decade after it switches on
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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This one is literally an IQ test, everyone saying "gold to zero" and similar didn't bother to do 2min research to realize 1. that's not the goal at all and 2. commercially producing gold with fusion is not feasible (I own no gold as investment)
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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Fusion is an incredible goal and we should be investing more into it. Maybe if we have invested into it as much as we invest into weapons we would by now have an unlimited clean source of energy. But claims that it could be used to commercially produce gold are just ignorant
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Let’s see what Aragchi and Ghalibaf will say
BREAKING: 🇺🇸🇮🇷 The US and Iran have reportedly agreed to a deal to end the war, per Al-Araby Al-Jadeed. The deal was mediated by Qatar and Pakistan, and reportedly includes confidential IAEA inspections and a partial return of Iran's frozen funds.
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J ◎ E _ HAHA retweeted
for those who don't like inverse charts, it looks like $ZEC is absorbing all the sells 1100 is sticky and worth a punt.
some plumber trades I like setting up $LLY just gunning, trades mostly inverse to broader equities which I like in this environment $ZEC inverse looks ready to create some rounded bottom here for a move lower $XMR usually lags zec after major moves and is looking trendy
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Going strong. The Iranian attacks on tankers are actually not having too much of a negative effect on what is coming out of the region. Crude oil exports are highest since February, but now the priority is shifting towards LNG and refined products.
Replying to @TankerTrackers
hows the flow going on now - after so many strikes
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Not gonna lie, being top 10 on @solana_daily has always been my childhood dream 🦄 However, what this list doesn’t show you is volume per dollar of TVL Which is actually the number I care about much more as an adult 👇
Top 10 Solana DEX Protocol by 7D Volume 📊 🔸@Pumpfun - $1.87B 🔸@orca_so - $1.7B 🔸@FWDind (BisonFi) - $1.6B 🔸@Raydium - $1.15B 🔸@MeteoraAG - $860.5M 🔸@ManifestTrade - $702.2M 🔸@Tessera_PE - $627.5M 🔸#GoonFi - $460.2M 🔸@JupiterExchange - $410.5M 🔸@deriverse_io - $307.8M
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Sounds like a bunch of midgets out there on the timeline.. "im short, im short, im short"
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It’s so over haha
Choose your fighters: Sto, Giver, Evan, Chumba, and Flood vs. Rasmr, Franklin Da Gods, Ansem, and The Wormhole Tag-Teamers
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J ◎ E _ HAHA retweeted
solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 seems like a much better play than $W In September alone they generated $916K Gross Revenue, with $553K going towards the DAO 4 days ago they announced that every dollar the DAO receives goes to solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 buybacks - up from 33% They bought back $1M (0 for Wormhole) & wallet has $730K USDC to buy more > 90.5% of all RWA perps were priced by Pyth in September > 45% MoM growth on their Terminal > Growth mainly coming from Exchanges, Prediction Markets and AI Agents Chart wise, looks fantastic, next resistance is 70% above current price You can argue it is expensive at $11.5M ARR but they are a growing business + focused on token alignment and revenue is skyrocketing so I think its much better positioned for a repricing I bought
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