Derm

Crypto Investor | Forbes 100 Over 100

[Derm @DermanCapital]

@jords Thoughts?

[zoomer @zoomerfied]

[ ZOOMER ]

CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG

[Derm @DermanCapital]

Agentic payments is the Trojan horse for tokenization to reach the mainstream

[Derm @DermanCapital]

@LukeGromen @GoldenRule_LLC Do we expect the 10yr to trade up more? Trending up since September

[Derm @DermanCapital]

@hotpot_dao Study independent thinking

[Derm @DermanCapital]

@brettpalatiello study

[Derm @DermanCapital]

@JasonYanowitz Given the issues between equity and token, its reasonable to assume most of this cash will never be given to tokenholders nor spent well

[Derm @DermanCapital]

"The only real question is whether crypto builds and funds its own institutions fast enough to keep economic value onchain instead of bleeding it out to TradFi"

^Fatal belief that likely leads to poor capital allocation

Crypto needs to build a financial system that provides more economic opportunity than TradFi, such that capital is begging to go onchain

[Meltem Demirors @Melt_Dem]

https://t.co/mulNfkdgC3

[Derm @DermanCapital]

Good chances that BTC Feb 2026 = Gold Nov 2022

[Derm @DermanCapital]

@hellahungry78 @Matt_Hougan Its similar to the argument that the 2022 bear market really started May 2021 when the retail mania peak (Elon Doge SNL)

[Derm @DermanCapital]

@AltcoinSherpa Let's dream again

[Derm @DermanCapital]

Its now or never. Double bottom or bust

[Derm @DermanCapital]

Crypto markets are so bad, I’m exploring trading strategies in prediction markets……

[Derm @DermanCapital]

@DonAlt Just invert the chart and you would definitely think its a short

[Derm @DermanCapital]

2026 will define the next 5

[Derm @DermanCapital]

2026 will be a defining year

[Derm @DermanCapital]

2026 will be a defining year

[Derm @DermanCapital]

@qthomp Quinn Pumpson