rocky

market taker

[rocky @chamathsintern]

the best trade of the next decade will be to long populism

i recommend yall lever up and size in

[lbolord @lbolord]

best trade of the last decade was long fiat debasement. bitcoin was the best expression

best trade of the next decade is?

[rocky @chamathsintern]

@zoomerfied

[rocky @chamathsintern]

@lukecannon727 uh oh!

[Kyle Samani @KyleSamani]

The thing I always think about when looking at stuff like this is

In 5 years, are Google and Amazon and Microsoft really going to pay $500B of *gross margin* to the suppliers

[Tushar Jain @tushar_jain]

1/ Multicoin published a full analysis & valuation of Hyperliquid (HYPE).

HYPE is now one of the largest positions in our liquid hedge fund. We've been accumulating aggressively since February.

Here's why we believe HYPE will be one of the best performers over the next cycle:

[rocky @chamathsintern]

@0xKNL__ more consequences for double teaming ant

[RiverRoadPartners @partners_road]

IREN Ltd ($IREN) gets naming rights deal w/NBA team.

The last company to have done this (and this indicator has a LONG history of signaling peak hype) was…..FTX.

[signüll @signulll]

a ton of ppl in tech & in the broader power structures simply do not understand the tsunami that is coming from the democratic party, particularly as it relates to younger ppl who have been left out of the economic upsides due to power law outcomes & women who are now turning left at a rate that would baffle even the most liberal of peeps.

this will be a huge shift in american politics that is being dismissed right now by many ppl as simply a fad.

[VCs Congratulating Themselves 👏👏👏 @VCBrags]

did he drink lead paint before this interview???

[rocky @chamathsintern]

@stoolpresidente bottom

[rocky @chamathsintern]

@simononchain @ShamsCharania @chiefingza

[rocky @chamathsintern]

@ShamsCharania KAT and a first for a second 😭😭😭

[rocky @chamathsintern]

@KyleSamani @RobertSagurton @fogo @slx_fi @TheHUB ?

[rocky @chamathsintern]

@tbpn yea but your size is not size

- dk

[rocky @chamathsintern]

@TheDunkCentral second round exit

[rocky @chamathsintern]

@typesfaster all outliers violate consensus braindead narratives

[rocky @chamathsintern]

@jon_charb mindbogglingly redacted

[rocky @chamathsintern]

@soupdefi 🙂‍↔️🙂‍↔️

[rocky @chamathsintern]

@steelydanguy @_tolks