said my invalidation for being bearish was bitcoin weekly close > $120k & solana weekly close > $250

if $BTC is going to catch up to gold's most recent move it has a lot of room to run (+$12T market cap in last 15 months)

looks like was wrong on temporary…

We've been investigating aster volumes and recently their volumes have started mirroring binance perp volumes almost exactly

Chart on the left is XRPUSDT on aster, you can see the volume ratio vs binance is ~1

Chart on the right is XRP perp volume on hyperliquid…

My views have not changed

We are in melt up mode

As soon as the regime changes, I am going neutral and then short equities with ZERO apology

This is global macro

For now, I am holding the longs and bullish

When the shift comes, I will publish a full…

Accumulated some $FORM, the pumpfun of bnb
- BNB making new highs
- BNB eco showing more breadth vs weeks ago when capital was concentrated in ASTER. believe this trend will persist in the near term
- not many know that $FORM is the token for @four_meme_…

ok so narrative wise we have all of these running concurrently

- perp dex
- bnb szn
- payments/neobank
- pokemon cards
- ICM
- nft strategies
- return of memes
- creator coins, privacy (kinda?)

we’re gonna have to trim some fat here or our coins are…

$AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy 6 GW of AMD chips over the next few years. Stock +27% pre-market.

“I give you stock, you give me money, my stock goes up. Everyone gets rich.” The circular AI economy…

Somewhere b/w early late and late late

PAUL TUDOR JONES SEES ‘MASSIVE RALLY’ BEFORE BULL MARKET PEAKS

Paul Tudor Jones told CNBC that stocks could surge sharply before a “blow-off” top, comparing today’s setup to 1999’s tech bubble.

He cited an unprecedented mix of a 6% U.S. deficit and a Fed…

Money is a funny thing. When you start working and have no money all you can think about is how you'd retire if you had enough money. But when you make money and retire, all you can think about is how good life used to be when you had a purpose

Big irony

Unfortunately, I'm no longer part of the Believe team.

Ben said that he wants to focus more on YC style communications rather than CT, and I'm not needed for that.

Although I'm a little disappointed in this decision after everything I've done for Believe…