Both my crypto mentors (Brandon and Dirk) have told me to be more “like water”and take what the market gives you.
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Figured this out about 4-5 years ago.
USA is where you build your fortress.
Asia is where you stay in hotels and resorts.
Was funny when I sounded the alarm, a lot of confused replies.
Have you been to Asia recently? Thailand, Vietnam, China or Japan? And Qatar and Dubai?
I travel all the time and the service is just close to immaculate there and it's not at home in Europe doesn't matter which country, and not great in US either
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The biggest "fell for it again" award goes to David Sacks.
AI companies got bankrolled while crypto voters got
absolutely nothing.
Not even a single bitcoin buy.
How does this stuff keep happening?
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Trends like these will continue to explode next 5-10 years.
Back to the age of kings.
They are all competing to get 🤰pregnant with my first son. 4 of girlfriends are 18-21. They have a fertility age advantage. But the 30yo one has the most game to get me to finish with her most often. The winner will likely be who biohacks their fertility with Enclomiphene. That’s how I had my 4th daughter. But I’m not telling the rest of them this biohack because I want them to work harder at getting it not smarter 🎉💦
If Trump is really worried about South America (helping Argentina / fighting Venezuela) then he should be helping Bolsonaro escape from prison.
Either go hard or stay out of everyone's business.
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Still riding with Zcash. The play is still valid (holding 400) just might take a little longer. Obviously not touching anything else yet as I think btc goes lower (like 76k)
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Wow, huge whale (probably a fund) gets liquidated if eth hits $2,320
aave whale borrowed $602m stablecoins against eth collateral then used that cash to buy 57,725 more eth. that eth gets redeposited as collateral to borrow more stables. infinite leverage glitch until eth hits $2,320 and 275,000 eth gets liquidated into a falling market
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Zcash was a play every tech millennial should have taken with size (once you starting seeing Naval’s posts)
Naval’s circle is every significant fund/founder in Silicon Valley, PayPal mafia, etc
Was one of those “what a minute” moments that we’ll always remember in tech.
Naval's friends are not your friends
If you’re arguing for ZEC on the basis that it might become money or a store of value someday, you’re massively missing the forest for the trees. People think retail will move this coin, but this it’s especially interesting for ultra-wealthy individuals who want protection from debasement, political attacks and capital controls.
I think it's becoming more clear that we will see a major shift to the left again, driven by demographics, cost-of-living pressure and a conservative government that currently continues with asset holders policy since their hands are tight.
“Mandami” will be the new reality, and your personal political takes on that won’t matter. There will be increasing pressure for capital controls, which in turn will drive more demand for encrypted BTC. It became the shelling point with an easy narrative
Crypto Twitter compares @naval talking about ZEC to random KOLs paid by a project. They forget that Naval’s friends aren’t trenchers trying to make it—they’re people with real wealth to protect.
Something like $ZEC becomes an extremely easy sell as an interim solution for more financial privacy down the road.
For transparency: I bought ZEC at $50, shielded some and have nonetheless rebalanced my portfolio as of late. Sizing it down doesn’t mean I’m bearish at all.
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People forget most OG btc whales are probably in their 50s now.
Can see why now feels like a good time to move on.
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