there is a small but growing cohort of newer projects (tao, nock, oct, prl…) characterized by the following:
- small, elite, dedicated team
- fairer launch (mining; egalitarian ico; no or little vc token-only participation)
- illiquidity as a feature (otc, dex and for some reason, @safetrade)
- complete aversion of paying anyone off: exchanges, market makers, kols, advisors
- laser focus on tech and shipping in the open with the token live
- absolutely retardedly cult-like diamond handed holder base
this cohort may seem weird, small or unimportant today, but the larger it gets, the more it normalizes and inspires the next wave, which in turn shifts the global vibe, and eventually takes the bread from those who are used to old ways (mostly, linkedin founders, hr agencies, devrels, conference goers and other adult daycare artifacts), and thus forces reality to adjust to new rules
there will be whole new generations of companies and unicorns built around this new cohort: apps, infrastructure, vc funds, exchanges, conferences, mining pools; and many giants will pivot to adjust to the new reality
a vibrant tech counterculture to the ten year institutional posturing meta
If you are in your 20s, got a few millions liquid and like cars, it’s totally fine to buy a $300k car imo.
People telling you the opposite hate life.
The goal isn’t to become the richest guy in the cemetery.
This is a rare sight. $HYPE is at an ATH, but its market cap is actually lower than the last time it traded at these levels. Deflation and sinks..
Compare this to $SOL, incredible 2025 run kudos to the ecosystem, but it needed a massively higher market cap just to touch the same level. Inflation kept diluting holders at every level.
If you’re wondering why $HYPE is making new ATHs today, this is your best resource to understand the thesis.
@defi_monk and I spent an enormous amount of timing detailing the evolution of Hyperliquid and quantifying how big the opportunity could be, potentially reaching $300B+ in the coming years.
The job is far from finished.
When you’re up
That’s the time to look for crib, cars, stupid purchases even, give some of it away
When ur portfolio is surging, always be negotiating a couple deals already
Buy your peace first as soon as you can (what is peace to you?) for most it’s a home they can be happy in, car, money set aside
That comes first. Don’t wait for ur portfolio to go up more. Don’t wait for a better time to exit. The best time is when you can. Because once it’s done, it never needs to be done again. You’re playing with money that is not as needed anymore now that you’ve secured your peace.
You will make way more money now than if you stay in the market fully tryna find the perfect time to exit and buy your peace.
Because the perfect time will likely never come and you will not get it done. Then you will regret it
It’s easy to make it all back and more once you’ve done this
You already have the skill if you’ve done it couple times
It gets even easier
You get better at managing your money and separating it into different baskets so you feel like you actually have 4 portfolios or more at once that are semi independent of each other like
Place to live is 1
Private money is 2
Memes can be 3
Money set aside to live 4
Trading account 5
Gambling account 6 (yes this is a dope little pocket to put money)
Cars 7
Watches 8
A new business you start 9
Money set aside for family 10
Gold 11
Collectibles 12
Computers 13
All these different baskets are fairly independent
So many things you can enjoy or have the luxury of owning
Like your gambling account is different than your home
Your cars are different than your memes
You can always sell a car to get some money back
You can take money out of ur gambling account
You can sell a collectible to get some money when you need it
Etc.. ofc to spread out across bunch of semi independent things you gotta simply make a decent amount ONCE and set it aside properly
To set a big safety net and enjoy your life from a new cozy place u call home
There is abundance of opportunity in the market every year despite it sometimes feeling like “this could be the last time”
Winners will always adapt and find a way
This may seem stupid to some like “gambling account are u retard” but fuckem
Just my opinion. You make a BIG chunk
You create more nice chunks from it
Instead of throw away or waste 1 big piece you know gotta fuck up 12 things to royally fuck up
Much harder to fuck up now even if I mess up a few of ur baskets