Tully Mars

I always wanna do the things I used to do
But everybody got a job and works enough for two.

[Tully Mars @0xTully]

@BoringBiz_ And um Group 3: People who bought after 2022 but all cash

[Tully Mars @0xTully]

@tradebutwhy You're essentially saying "this time is different." I've read a number of the reasons from folks over the past couple weeks why this time could be different, but didn't find any of it too compelling. 🤷‍♂️

[Tully Mars @0xTully]

@qthomp Quinn, do you see mortgage rates trending lower these next few quarters?

[Tully Mars @0xTully]

@Tyler_Neville_ add visionary + thought leader to the list

[Tully Mars @0xTully]

@jvb_xyz What'd be your plan in this scenario from an asset allocation standpoint?

[Tully Mars @0xTully]

@jvb_xyz Jonah you think total stock market ETF like VTI totally fine too?

[Tully Mars @0xTully]

@itsjuuustmike @TheFlowHorse Yes. You need to look at the 1D.

[Tully Mars @0xTully]

@krugermacro Alex, for someone looking to get rid of the emotional attachment and simplify his financial life (I'm an investor, not a trader), would you be against just dumping for BTC and chilling?

[Tully Mars @0xTully]

@EvgenyGaevoy Would this result in eating long term cap gains taxes tho?

[Tully Mars @0xTully]

@kelxyz_ are you still holding ai16z? still bullish?

high confidence the ai meta will return at some point in the next ~6 months, but low confidence that ai16z/virtuals will still have mindshare when it does.

[Tully Mars @0xTully]

@blknoiz06 Not exactly a bear thesis, but this: https://t.co/HVz6ug7oDc

[jmo @cuntycakes123]

Think $hype tops out soon. Mindshare and capital rotations following mindshare is real and we all have chipmunk brains for these things. Hard to be the main character for long, and I think HL will have difficulty taking major steps forward with their already best in class perp exchange and adding much utility on their chain itself.

[Tully Mars @0xTully]

Me: Tells my wife I couldn’t sleep because Trump launched a memecoin on Solana, drained the market liquidity, my Solana shitcoins are mooning, and it's crime szn.

My wife: You have a gambling problem.

[Tully Mars @0xTully]

@TheFlowHorse What kind of playground is that Horse? Looking to get something similar for my 2yo boy.

[Jonah @jvb_xyz]

Hey @tradingview, can we get a "Change % Year-To-Date" field in the watchlist?

Please retweet if you want this too!

[Tully Mars @0xTully]

@MattFtheOracle Sheeeesh. No John Mayer or Billy Strings.

[Tully Mars @0xTully]

@jvb_xyz @1000xPod @AviFelman I'd love to hear you unpacking your thesis around cautioning those bidding $WIF at these levels. $SHIB reached an MCAP of ~$40B last cycle, and it seems like $WIF has a legit potential to capture more mindshare than $SHIB this cycle. So a 5-10x from here.

[Tully Mars @0xTully]

@jvb_xyz I'm also feeling a bit underexposed to SOL. What price range are you targeting for buying a dip?

[Tully Mars @0xTully]

@ahcastor amy is not choosing rich. don't be like amy.

choose rich.

[Tully Mars @0xTully]

@twobitidiot

[Tully Mars @0xTully]

@wclemente @RunItOnce is a great resource after you've mastered the basics.