@yoitsyoung

. past lives @ Brevan. Norges. Multicoin

 New York City
yoitsyoung.xyz
Joined February 2020
  • Tweets904
  • Following1.5K
  • Followers3.4K
157Media
kinetiq:native Current lineup: Uniswap Kyberswap Matcha Doing math on what happens when the big TG bots and trading platforms list Elysium. Could we even get a FOMO integration here ?
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Collecting a thread of personal observations and and anecdotal signals that the AI trade has topped. For posterity:
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4. Sources at various compute exchanges tell me that GPU forward rental prices are not real (i.e no actual market transactions), but rather are extrapolated. Example below, taken from a data provider.
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5. xitter.cf/OracleNYSE/status/2113…
Oracle
@OracleNYSEOct 23
$NVDA 79% OF SURVEYED COMPANIES REPORT GPUS IDLE AT LEAST HALF THE TIME — VENTUREBEAT
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The collective sigh of relief on this platform this evening is concerning to me 😂
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Copytrading is one of the worst things you can do as a trader. Anyone else feel the same?
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That was fast. Wasn't CPI that dumped the market guys
young
@yoitsyoungOct 13
Some thots about markets recently. Pretty churny spot. Overall crypto looks not bad, don't like AI supply chain as much. Not very high EV to keep shorting either
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More bear gloating on the TL than price actually moving down Observing
Sim
@simpelyfeOct 14
So another short cover, into rug pull (no net exposure on the teleport down), followed by bottom shorting. This is not complicated shit, people.
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Observing this still... maybe a spot to find out how much Vlad really cares about the chain ? (Some coins on here still can go -90%)
young
@yoitsyoungSep 17
Update:
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Some thots about markets recently. Pretty churny spot. Overall crypto looks not bad, don't like AI supply chain as much. Not very high EV to keep shorting either
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Complex to convey the public-key cryptography fears regarding $ZEC. In the worst case it would fare worse than any transparent chain. There is a reality where shielded addresses become fundamentally inviable for privacy. Uncertainty is higher than ever, sadly.
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zcash:native Key Support Prices: Log Line Breakdown: $1055 BTC 1:100 Peg: $944 Grayscale ETF Launch (Aug 25): $753 Not Financial Advice
young
@yoitsyoungOct 1
ZEC's last rally came with far fewer google searches than the first. Has it really crossed the chasm? How did the price get so high? zcash:native
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Before I left, a trader asked me how much for this set. I asked him to bid. He offered 20 HYPE (~$5k). But I told him, “This is a gift from Jeff, it’s priceless.” He paused and replied, “But so are HYPE tokens.” And we both walked away happy.
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young retweeted
young
@yoitsyoungAug 3
October is the month with the highest number of stock market crashes
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Will be here on Monday; excited to meet some of you folks in person, God willing markets play nice
Hyperliquid
@HyperliquidXSep 30
The Hyperliquid community event will take place on the evening of October 5 in Singapore: luma.com/HL2026Community This is a chance to spend time with the builders and users who've shaped the ecosystem The event is oversubscribed; you will only be able to attend if your RSVP was accepted. If your RSVP was accepted but you're no longer able to attend, please cancel your RSVP to make space for others
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