In crypto since 2018 Blog https://xitter.cf/t.co/CIV5w8MrCe
Joined November 2015
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Sprowryn retweeted
Bankám se v posledních kvartálech dařilo velmi dobře, ale akcie už moc nerostou. Trh údajně zaceňuje riziko, že AI v dalších letech oslabí jednu z jejich největších výhod.
Banky dlouhodobě profitují z toho, že většina klientů nechává peníze ležet na běžných účtech s nízkým úrokem. Lidé jsou prostě líní hledat lepší nabídky a přesouvat peníze jinam a za pár stovek jim to nestojí. Jenže takových lidí jsou miliony a díky nim mají banky přístup k levnému financování a generují vysoké marže.
Za pár let by teoreticky každý mohl mít svého AI agenta, který může neustále porovnávat nabídky konkurenčních bank a automaticky přesouvat peníze tam, kde dostane nejlepší úrok.
Your fav KOL is not your friend and is not a good trader either.
99% hold “team” tokens to flex massive unrealized PnL and get paid monthly to hold them.
Remember to take profits.
Even $10k in realized profit puts you around the top 0.05% of traders.
1) What
Welcome to Solana High.
Class starts Thursday at 2PM UTC sharp.
Sign up to the @ecosystemcall below.👇🏼
Sprowryn retweeted
The only name of this game is godamn survival
I started this shit I had like 3 figs to my fucking name, zero’d out couples times very early on when i thought I was a genius, every time it would happen i would be sick to my stomach so fucking down bad i still remember that feeling today and that shit taught me everything about preserving my capital
345 days a year i make close to no money if i’m not even losing some, but the other 20 days i get a refund on all of my bozoness and more because i learned how to recognize easier times, and when those times are here man i just know how to slam that green button and extract as much as possible while the market gives
And this is it, the whole blueprint of a trader: survive and dont do dumb shit
You need a life on the side though because most of the time our day to day job is fucking boring and boredom is one of your worst enemies, pushes you to overtrade and just generally makes you do dumber shit so go out have a side hustle, a business, a hobby, a gf whatever keeps you away from just sitting in front of your computer scrolling the same 4 apps all day while doing pretty much nothing of your time but losing your mind looking for a trade
Step back for a second and look at yourself, your situation, your environment, especially if you still struggling making money in this ecosystem, it’s time for a change
Start slow, 1% better everyday, it’s all compounds, forever
First thing if you dont know where to start, what to do: start by making a to-do list everyday for the next day with all the tasks you’ve kept in your head that you prerefably want to be done asap. Making a list removes friction and pressure from keeping all the tasks just in your mind, your brain is made to handle whats happening right now it’s not supposed to store everything actively in your head for you to remember and pick from when you want it. Make your life easier and remove pressure off yourself.
Sounds so dumb but this is literally one of those little tips that change your life when you actually never learned to work on your own / for yourself. Once your life is cleared from all the shitty tasks you kept on the side for like forever now you can just put only stuff that you like/want to do to improve on yourself, and that for whatever you want to master in your life
Keep your life ball rolling everyday and you’ll look back after a year and you wont believe how much you’ve achieved from just putting decent effort in your life every single day, now imagine putting your all everyday towards something you love, literally nothing can stop a human like this.
Started as a one line tweet, ended up as rant, if you got there hopefully all of this meant something to you
Keep winning fam
Sprowryn retweeted
When crypto was still viewed as an acceptable place to take extreme risk for extreme gains, and CT had much more external penetration, coins were able to flourish and spread on their own merit and reach extremely silly valuations
The farthest reach of the most influential CT person is now much smaller, and the galaxy of people operating in the space is also much smaller
The coin matters not, simply who is buying it
the reason for buying a coin now exists inside of a vacuum, an echo chamber, and to break containment is now a Herculean feat
It takes a genuinely new paradigm or new idea or massive improvement of an existing workflow to reach such heights, simple memetics are no longer enough
You should strive to own tokens that have a reason to exist
Sprowryn retweeted
incredibly important for budding startups that are aligning token w/ equity through @MetaDAOProject & finding traction on @solana to do well
will add credibility to the thesis of solana becoming the decentralized YC of the entire internet at scale, this is how $SOL hits new ATHs
Tldr: a project that has processed over $800M in payments, is growing rev 29% MoM, has surpassed $3M ARR, is backed by Colosseum, has partnerships with Circle and OwlThing -a Nasdaq fintech company- and has raised $33M amid strong VC interest.
Sitting at 6M -60% circ-.
Make it make sense. Genny genny.
$Cred
Sprowryn retweeted
Crypto used to be the only way on earth you could lock in and make it in under a year with a starting bankroll of under 5 figures
No networking, no inside info, just being early and having balls and conviction
It’s not a proper bull run until that magical feeling comes back
Only @cobie can save this chain, the only hope left.
I've been in two minds about posting this, but after @jessepollak's post and seeing the sentiment of other builders, I'm gonna just say it.
I've invested mid six-figures of my personal funds into @AlfaClubdotapp.
When we were deciding which chain to launch on, I had some great conversations with @arbitrum, who were genuinely interested in what we were building. They tried out the beta multiple times, gave thoughtful ideas, and suggested various partnership options and grant funding routes. They made time to talk at short notice, and felt always available.
When Base got wind of this, they tried to one up Arb, promising us all of the above, plus more.
This is where I fucked up- I took them at their word, and ignored some of the red flags:
- Very difficult to get hold of anyone
- Any call I had with them focused on what I can integrate into our app (e.g. Zora creator coins, base wallet etc.), rather than what they can do for us
- They told me the app was amazing even though I could see they had hadn't signed up lol
After launching on base, aside from an initial RT (which had to be a sanitised version of our initial launch vid), and introductions to a few KOLs who just wanted paid partnerships, there's been zero support.
This is despite us spending time and effort building in Base Wallet integration (significantly increasing the complexity of our onboarding process) at their request
- Rejected from all build programs out of hand, no reasons given
- Rejected from any funding routes, firstly we were told we were too early stage, then we were too late stage
- To date STILL noone from the base team has signed up or tried it out
I think @davidtsocy was the only guy who I can say really tried, but there's something fundamentally broken in their structure for this to happen.
For Jesse to then turn around and disavow SocialFi because they fucked up with Zora (which tbh anyone could see was gonna fail long term), is the final slap in the face.
Anyway, I'll keep building AlfaClub full-time, because I think it adds alot of value to the space, I love what I'm doing, and we have a loyal core community who I will always support.
But let this be a warning to anyone else who wants to build on base without any connections to the team.
Sprowryn retweeted
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
Sprowryn retweeted
Think we are entering one of the healthiest market environments for crypto in a long time with a small number of quality assets leading the way.
For the first time in over a year market participants are no longer reflexively bidding memecoins and other speculative nonsense at the first signs of risk on.
Simultaneously, there is growing alignment around owning real projects again with dispersion increasing between projects w/ PMF + growth, and projects that are vaporware / scams.
I guess after getting rinsed 80% - 90% so many times, retail is finally learning their lesson.
While I still think the majority of the asset class will struggle given how high the bar for allocation is in a world where anyone could invest in alternatives like AI equities, I do think that whatever capital does flow into crypto from here will concentrate into a small number of quality assets that have the potential for multi-bagger outcomes.
TL;DR: It’s a good time to be an asset picker.
Sprowryn retweeted
🚨📕 THE BOOK OF ELON IS NOW LIVE!!! 🎉🚀
This is the book we WISHED @elonmusk would write…
“All of Elon's most useful ideas, in his own words.”
Learn directly from the world’s greatest entrepreneur, like you’re sitting across from him at dinner.
It took FIVE YEARS to make this for you.
Because it's built from hundreds and hundreds of Elon's public appearances.
I went through 3,000,000+ words to collect the most useful and timeless ideas.
The final book is ~50,000 words.
Every word is USEFUL.
(This is what I do. My first book, The Almanack of Naval Ravikant, is one of the top 100 most highlighted books of all time on Kindle.)
Then, I spent $50,000+ on editing and design so it looks and feels beautiful.
Then…
> Foreword by @naval.
> Visuals by @jackbutcher.
> Blurb from @mrbeast.
> Published by @scribemediaco.
> And yes, approval on this idea from Elon himself, thanks to @samteller.
I went Maximum Effort to make this an all-timer.
We got 10/10 on reviews from early readers, then worked on it for ANOTHER YEAR.
Why so much effort?
My mission is to create One Million Musks.
For a generation to lift our gaze and build, so our grandchildren live in a world beyond our wildest dreams.
I’m an independent author.
I don’t get an advance.
I risk my own time and money to make these books.
Then we give away millions of them. Digital versions are free.
I believe this book can benefit every human, and if you can’t pay five bucks for it, I want to personally gift it to you.
Because I know it is useful.
Useful how?
You may be seeking purpose, a mission worthy of your life’s effort.
You may have a clear purpose and seek the tools for success.
You will find both in this book.
Get the benefits of Elon’s entire life of hard-won lessons in a five-hour, easy read.
(I checked, it’s a 5th-grade reading level.)
You’ll feel personally mentored by the greatest entrepreneur in history.
Click below to buy it now on Amazon, Audible, or directly from me.
Amazon: amzn.to/47avSuh
Audible: lnkd.in/gi_7HrFP
Me: lnkd.in/gS2xWUWH
If you’re not sure it’s worth $4.99 yet, just start reading the free version.
PLEASE take 6 seconds to Like, Bookmark, and Repost.
Even better: send this to your friends, team, or Group Chats!
I guarantee this book will improve their lives.
Spread the word!
Every little thing helps.
Your support spreads good ideas around the world, helping people and making the future better for everyone.
Thank you!
Forward. Together.
Sprowryn retweeted
If Kamala wins, you are 3 days away from the start of a 1929-style economic depression. If I win, you are 3 days away from the best jobs, the biggest paychecks, and the brightest economic future the world has ever seen.
Kamala’s inflation nightmare has cost the typical American family $30,000 dollars in higher prices—and now, she wants to impose the largest tax hike in American history, and raise your taxes by $3,000 dollars a year.
I will massively cut taxes for workers and small businesses—and we will have NO TAX ON TIPS, NO TAX ON OVERTIME, and NO TAX ON SOCIAL SECURITY benefits!
Sprowryn retweeted
Highly recommend listening to Stan Druckenmiller's latest interview with Morgan Stanley.
Some of my favourite thoughts:
- Contrarianism is overrated. The crowd is right 80% of the time - just don't get caught in the other 20%
- Your edge isn't being right, it's sizing when you're right and cutting when you're wrong. Soros playbook.
- You don't need to understand everything. He couldn't spell Nvidia. He trusted people smarter than him on the details, then made the call
- Volatility isn't the enemy. It's your entry point if you have conviction
- TA and price/news signals worked until everyone learned them. Edge dies when it becomes consensus
- Courage (Balls) matters more than wisdom. He's smarter now than in his 30s and was a better PM then. He had more nerve
- Scars don't go away - and they shouldn't. But mistakes are a moment in time. Get over it and move on
- Growth investors didn't want Teva, value investors didn't want it either. That's exactly where the opportunity was - stocks stuck in no man's land between investor bases
- Where the smartest young people are going is a leading indicator. He tracked Stanford kids shifting from crypto to AI before the trade was obvious
- Knowing when something is big doesn't mean you'll hold it perfectly. He sold Nvidia at 800, it went to 1400. Even with the right thesis you'll still screw up the execution
- Pattern recognition compounds over decades. There's no silver bullet, just 40 years of seeing things before
Sprowryn retweeted
Reminder that historically the S&P 500 displays a consistent buy the news pattern during military conflicts, with an initial gap down when war begins, bottoming within 0-5 trading days, and recovering in full witin 1-14 days. In 2022 for example, markets bottomed 4 hours after Russia invaded. The Sunday futures open will likely be nasty though.
Sprowryn retweeted
Remember that I predicted a long time ago that President Obama will attack Iran because of his inability to negotiate properly-not skilled!
Sprowryn retweeted
This is a great article/thought exercise on what the potential future state of the world looks like under this paradigm AI shift
We, like everyone else are still trying to get our heads around it all and formulate a mental and investment framework that captures the macro regime that we will be in over the coming few years - frustratingly, haven’t had the complete “stars align moment” where we’ve “Connected the Dots” and can clearly see the trade/investment thesis
We had that post 2008 when we understood we were in a regime dominated by rates and liquidity - fundamentals no longer mattered
The need for ever larger central bank balance sheets, requiring ever more liquidity to be pumped into the system was an unavoidable consequence of the actions taken to avoid the complete collapse of the financial system
Fiat currency was the escape valve, currency debasement trades the play
Bitcoin came along and fit nicely into that world
We still don’t think much has changed in that regard
Central banks currently act with very little nuance or flair
If unemployment due to AI displaced labour rises, they will slash rates to zero and do QE, even though that has little impact on a structural unemployment issue
Likewise for the deflationary impacts of AI which is not resulting from demand deficiency
This deflationary backdrop seems completely underpriced by market at this stage (especially relative to how market has whacked Software stocks in anticipation of the impact of AI)
Long duration looks like an obvious play (deflationary impacts will outweigh likely higher debt impact on bonds)
Obviously, Bitcoin as the longest duration asset with no cash flows should benefit hugely in that regime (right now just chopping in line with broader risk uncertainty and tethered to Software stocks)
As AI removes the rent-extracting middle men, it feels increasingly obvious that decentralised crypto rails are a complement to this new world
Especially with the proliferation of stablecoins as the main payment and settlement method
ETH a beneficiary alongside other well established L1’s with network effects
Feels hard to want to own any bank stocks in this environment if duration rallies hard and rent-extracting middle men are getting nuked
One thing for sure, Trump tariffs feel quite unimportant at this is juncture
As for @RaoulGMI “5 years to un-fck” your future, it feels like the timeline on that likely been reduced
We’re still marinading ideas here though 🤔
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
citriniresearch.com/p/2028gi…
Sprowryn retweeted
I've been through three cycles. I've seen Bitcoin plunge 50% in 24 hours. I've see it at $3K when exchanges completely turned off. I've seen dozens of hacks and frauds, including the Madoff level fraud that was FTX. All this time, I was never concerned about Bitcoin's future. In those dark moments I was excited about the value opportunities. Today, I am more concerned than ever before about Bitcoin's future.
The Bitcoin Core team is fighting the last war. Like deploying horses against machine guns in WW1. Or trenches against Blitzkrieg in WW2. Horses and trenches are Bitcoin's current cryptography. Machine guns and Blitzkrieg are Quantum, and Bitcoin today does not stand a chance. It must adapt and upgrade.
The severity of the Quantum threat and the mind-blowing level at which it is being dismissed is troubling.
Sprowryn retweeted
“Dude I have 10 agents running while I sleep. No one is prepared for AGI in 2 years man.”
“So what are you building?”
“Bro all my smartest friends are vibe coding until 3am every night. It’s all about agency. Intelligence is a commodity man.”
“So what are you building?”
“Do you even study exponentials? Have you seen the latest METR chart? You’re going to be stuck in the permanent underclass bro.”
“So what are you building?”
“Did you even setup OpenClaw? I’m maxing out my token budget everyday man.”
“So what are you building?”
“I promise you I’m 10x more productive bro! You just don’t understand! Please bro just…. I know you use this stuff everyday too, but you must not be prompting it right! Please broo…”