dav-ey | David Portnoy

Founder / Investor| Forbes inner Circle | Working closely with your favourite brands; @forbesweb3 @playchronoforge

[dav-ey | David Portnoy @DaveyFTN]

@Cupseyy is calling for the trenches.

[dav-ey | David Portnoy @DaveyFTN]

@maxwin @0xRiver8 @RTFKTLukson They could only imagine you’re talking about the infamous crypto shitcoin maxi that made 0 dollars.

[dav-ey | David Portnoy @DaveyFTN]

#NewProfilePic Thanks to my bro @RTFKTLukson for inviting me out!

Planting murakami seeds in the garden 🌺

[dav-ey | David Portnoy @DaveyFTN]

@0xRiver8 @yqboom I feel so bad for older ppl

[dav-ey | David Portnoy @DaveyFTN]

@90sPKMN Sup

[dav-ey | David Portnoy @DaveyFTN]

@farokh @whoiscoleryan @lBattleRhino I've eaten a lot - also satay brothers shouldnt go unsaid that beef rendang is just fucked

[dav-ey | David Portnoy @DaveyFTN]

@farokh @whoiscoleryan @lBattleRhino regardless of the price it has a good atmosphere that someone can hang out at for a few hours and be close to everything.

I think you havent had enough Marcus lobster pasta + tuna tartar exposure.

ur guide is better than mine but i stand by my LP + TT combo + 150 bread n btr

[dav-ey | David Portnoy @DaveyFTN]

@lBattleRhino im fat so , mano cornuto best bolognese u can eat, pasta pooks.

hidden fish if you want high quality fish,

September if you want a cracked breakfast sandwich,

arthurs for GOAT of breakfast all time

Le serpent for really good menu choices

mtl has too much food

[dav-ey | David Portnoy @DaveyFTN]

@farokh @whoiscoleryan @lBattleRhino come on farokh... the lobster pasht is fantashtic. and the tuna tartar is on another level.

[dav-ey | David Portnoy @DaveyFTN]

@maxwin @0xRiver8 my quant flew out to see me.

[dav-ey | David Portnoy @DaveyFTN]

@0xRiver8

nightmare blunt rotation.

[dav-ey | David Portnoy @DaveyFTN]

@reptheset55 i forgot the word if

[dav-ey | David Portnoy @DaveyFTN]

🧵 crypto thesis for july 2025.

most of you are about to get obliterated across all markets. heres why

[dav-ey | David Portnoy @DaveyFTN]

final alpha: 95% of tokens go to zero

you'll still ape into the next "revolutionary" tek.
you'll still hold through -80% drawdowns.
you'll still blame "market manipulation" for your losses.

you'll still be braindead. stop gambling.

Buy btc and forget.

[dav-ey | David Portnoy @DaveyFTN]

pumpfun airdrop will trigger max euphoria

solana casino becomes profitable for 4-6 weeks max.

everyone thinks they're early to the next supercycle.
then liquidity dries up and bags get heavy again

[dav-ey | David Portnoy @DaveyFTN]

july strategy: position for asymmetric chaos

btc: accumulate dips, ignore noise [ Heavy Manipulation]
eth: dead money until btc breaks out

alts: most go to zero, few go parabolic
memes: pure casino, size accordingly

diversification is for people who hate money.

[dav-ey | David Portnoy @DaveyFTN]

shitcoin fundamentals don't exist

TA is useless on memecoins.

There is no "correct" way to trade them.

fibonacci retracements on $fartcoin? are you braindead.

pure momentum and socially trendy plays driven by public sentiment and whale manipulation

[dav-ey | David Portnoy @DaveyFTN]

retail follows kols into financial oblivion

same influencers who shilled luna at $80 are now pushing "next cycle gems"

you ape into their bags then wonder why you're down 70%

collective stupidity creates predictable exit liquidity patterns