new arc incoming... prev: Ecosystem Lead 🧢 @AnimocaBrands

Joined March 2021
Some of the best salespeople I've met would fly across the world just for 2 minutes with a decision maker not to share an idea, but to show a result something they built and how it could solve a problem that person already has that makes you way more memorable than telling someone about a great idea
People often want to ask me if their startup idea is good, as if my opinion means anything. I think 99% of ideas are good if the team can execute well. The problem is, 98% of teams fail at execution. So, no need to sell me your idea, show your execution.
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crypto wasn't aura-less I would actually argue that it had the most aura when nobody was watching and people were here to build make the biggest winner the poster boy and you just attract more people trying to extract good people building cool products = aura
FaZe Banks explains why Kimchi partnering with Bottega Veneta is a huge win for the industry FaZe Banks: “He’s for sure gonna be able to leverage all this attention to go make $40,000,000. He's 22 years old” Ansem: “Bro he got a partnership with Bottega Veneta. That’s lit” FaZe Banks: “It is lit. I don't care if that's your cup of tea. I don't care if you want to wear Bottega but one thing is fact. We should all be able to come to the consensus, that is good for crypto” “Crypto's biggest issue has been swagless, aura-less. Objectively this is good for us like legitimately could be good for Bitcoin”
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70 days left until 2027 position yourself accordingly
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The most underrated risk tool isn't a stop loss or some fancy technique It's a separate bucket Long-term holds and cash in one gambling money in the other Zeneca is making a great point here You can take it one step further put profits in a vault you barely touch - different wallet, harder to open You'll still do dumb stuff on a red weekend, you just can't touch what you actually believe in Knowing you're an investor and not a trader (or the other way around) is an edge, and it takes a certain level of self-clarity Most people try to be both
I shorted the market over the weekend And then I longed it And then I hedged And then I closed a long at the bottom Then I closed another long at the bottom I am not a perps trader. I never have been. I've lost money trading perps pretty much my whole crypto career. I don't really have the discipline for it, and I struggle to implement and stick to systems. I get carried away by narratives, and by emotions. I know all of this. So the way I do my perps trading is to set aside ~1% of my total portfolio and treat it as gambling money. For some reason, I get a lot more invested (emotionally, intellectually) about how my tiny perps positions are doing and it distracts me from worrying or caring about my longer term spot positions. So yeah I lost a few thousand dollars doing random shit on perp dexes this weekend, but it prevented me from touching my conviction bags and it entertained my wee little degenerate gambling mind. Highly recommend segmenting your portfolio and having your long term holds and spot positions (and cash) in one basket, and your gambling positions in another - for leverage, for meme coins, for whatever you want to FOMO in or out of. Kudos to all the great traders out there who can profit through volatility, but I am more of an investor than a trader, and I know my strengths and weaknesses, and am content with staying in my lane.
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paper now trading at ≈ $0.03 on hyperliquid it's been a good weekend
Slow Saturday morning while my staked paper continues to print USDC rewards Couldn’t be less bothered by the copies that came out over the last few days If you bet on a novel project or mechanism, betting on the first mover usually carries the best upside
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PumpFun didn't add perps to win perp traders they added it to stop the leak most memecoin winners keep gambling but the big ones eventually take money off the table to a major perp dex, to a cex, to a "real" position now that next step is one tab away inside the same app not the big perps traders imo but the memecoin winners they want to keep in their ecosystem
JUST IN: PumpFun launches crypto perpetual futures trading powered by Hyperliquid $HYPE.
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Slow Saturday morning while my staked paper continues to print USDC rewards Couldn’t be less bothered by the copies that came out over the last few days If you bet on a novel project or mechanism, betting on the first mover usually carries the best upside
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Porsche Intern really picked the wrong day for this announcement
Mission S. Authentic. Consistent. Timeless. A glimpse into the future - shaped by our heritage. Mid-engine architecture. A focus on the driver and the driving experience. Call it a love letter.
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Yes, this space is volatile Yes, it's extremely competitive Yes, it can be draining if you don't manage it well But it's also given me something I never expected Friends from every corner of the world Countries I'd probably never have visited Working on things that are genuinely at the edge of what's new and an industry that never sits still Had a chat with friends back home recently. Same city, same routine, same conversations every year Made me realize how much this space has opened up for me The downsides are real But the upside wins, every time
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If one CPI print flips your whole thesis, you never had one Two days ago the timeline was calling all-time highs by Christmas Today everyone's max short Honestly this is why being in the market every day can get so frustrating One day everyone's bullish, then one data point hits and it all flips. Then it flips back again You end up not knowing what to believe anymore Most people shouldn't be swing trading their emotions Form your own view, think longer term, and stick to it Don't let the daily noise change your mind every single day Zoom out. Stay sane
The people who were the most bullish a few days ago are now all max short. Really funny how this works, you can just make things up (in either direction), and eventually you'll be right no matter what happens
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Memecoins are just a mirror of our generation Everyone wants the cheat code. Lean in 30 days, rich in 30 days And honestly, I get it. When people look at housing prices and inflation, gambling on a coin feels like the only way out But most people treat it like a casino. They keep spinning until it all goes to zero The few who win, whether it's 10k, 100k or a mil, do something different They take it and move on to the real game Stocks. Real markets. Real edge Start where the attention is with $100 because that's your only edge Then graduate when you've earned it That to me is aura
Togi thinks making millions from stocks is much cooler than getting rich trading memecoins, saying memecoin traders have no aura “No shade to Kimchi but he made $40,000,000 off of TRUMP. It’s so not cool” “You know who's cool? The Big Short guy. Roaring Kitty. Wolf of Wall Street. The point is it's very cool to make money the old fashioned way in the stock market” “How legendary is it to want to be that guy that made $10,000,000 doing stocks, the guy that made $5,000,000 fishing? It's much cooler than the guy that made money gambling” “The memecoin thing is very shady. So it's like that just has no aura”
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When I first got into crypto, a hardware wallet was the answer Buy a Ledger, write down your seed, sleep well at night Watching this unfold, it's clear there is no 100% safe solution Not your keys, not your coins, but even your keys aren't fully yours if the device was compromised before you opened it The only real protection left is not putting everything in one place Multiple wallets, multiple devices, some on exchanges, some offline Spread it out
UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users. I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet). The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries). My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold. Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk. I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it. If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!
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Late night KL thoughts after an incredible time at Token Being heads down grinding at home matters, but nothing motivates you like being around the right people in person - the convos, the new connections, the ambitions people share openly 2.5 months left in 2026, make it count
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How long it took some of the biggest Perp Dexes like Hyperliquid to get to $50B compared to @papertrade_xyz Happy 10/10
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30B+ Trading Volume within the first 50 minutes and OI close at 2B soon @papertrade_xyz launching on the 1 year anniversary of 10/10 while every crypto bro is in SG getting ready for F1, pure cinema
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And another Token 2049 ✅ > Hosted two private dinners (forget big scale events) and had some of the best feedback ever > Reconnected with amazing colleagues and frens and met new interesting people from around the world At the end of the day its about the people
i have been only 2 side events this year thanks to the private dinners and lunches i had with good people and was lucky enough to host dinners back to back with @lucainweb3 and had some amazing people to vibe with no tags, iykyk but thanks everyone one joining us <3 and yes i choose the picture with Elisa and Ankh's eye closed on porpuse see yall in next year 🫡
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Good to be back in SG 🇸🇬 Looking forward to seeing some of my favorite people! 👇🏻
organizing some private dinners throughout token with @lucainweb3 as we believe curated small gatherings always better reach out to any of us to join, first dinner is tomorrow so hit us up quickly if youre around 🫡
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Days like today are completely normal We've been patient through six months of red. But the second the market gets hot and one flash crash hits, everyone forgets that patience entirely Nothing goes up in a straight line Maybe the move today isn't checking the charts every ten minutes. Maybe it's just stepping away
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This is starting to look like the ZEC NFT mini-meta Last 24h: @zec_bit - Genesis doing real volume (~281 ZEC) @zksnarks_ - secondary live, already under the 1.5 ZEC print after the ZachXBT FUD @zaddrnet - mints tomorrow (0.02 ZEC / 2,800) @BITFOOTS_ - WL closes Monday + free Ordinals airdrop @ZeckersNFT and @Zeccatnft still in the WL grind Liquidity is there for now, now we see who keeps it Same as ETH and SOL - take the NFT win, convert it back into the underlying. The best traders I know who actually made it those cycles were the ones using the attention/profits to stack more of the asset that kept running after it. That asset here is ZEC
After a ~$17M raise yesterday and the marketplace going live later today, here’s what’s next: A ZEC NFT mini-meta is coming Most of what follows will be copy-paste teams trying to ride the attention, they won’t The first collection that performs well and manages to capture social signal is almost always the runner, and zkSNARKs will set the bar for every ZEC NFT that comes after it
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After a ~$17M raise yesterday and the marketplace going live later today, here’s what’s next: A ZEC NFT mini-meta is coming Most of what follows will be copy-paste teams trying to ride the attention, they won’t The first collection that performs well and manages to capture social signal is almost always the runner, and zkSNARKs will set the bar for every ZEC NFT that comes after it
TOMORROW. $ZEC // ENTER THE ZILK ROAD_
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