.@GCRClassic told us that in every cycle, a trend from the previous cycle explodes.
The trend usually has a flash in the pan effect in the previous cycle.
Then comes back with a vengeance in the next cycle.
What if that is memes?
What if it’s not gaming or casinos or AI or whatever.
What if it’s just memes. The next cycle just led entirely by meme coins.
Defi summer but for memes.
$pepe is uniswap, or chainlink (in terms of leading the way)
While these other ones will follow suit.
That would be max pain for a lot of these big brain accounts and their macro theses
smart enough to know when to not play is the only skill you need in crypto
the road to winning a losing battle, is paved with tens of thousands of dead bodies and liquidated accounts who tried before you
much easier to just wait for the calvary to arrive
one of the best parts of working in restructuring /distress is getting a sneak peek into the underlying cracks within varying asset classes
the bankruptcy guys usually have 6-12mo advanced notice re: major unwinds
walk-in health clinics next
Michael Saylor has learned what every ‘24 meme lord 3% chad always knew
that top wallet is a curse … you sell a drop and the market assumes you will sell the rest
then it’s a race for the door!
could’ve called me first pal i would’ve saved you!
@HighyieldHarry from public school to standford then harvard to fed chair is pretty elite when competing against kids who’s parents get them in the right pre-k — ivy track
if mythos is as capable as they say, anthropic becomes a nation, and a powerful one
and the US isn’t fond of other powerful nations. so I hope Dario is squeaky clean, bc regime change is always on the menu.
[scandal, remove and replace with a friendly]
diplomacy 101