Josh Singh

Co-Founder Of Singh Capital

[Kaito @Kaito0x8]

Been bull posting about @thefrensapp a lot lately

You all sleeping on some easy gains

25 bands on the first celeb tokens and you still prefer to get rugged on pumpfun lol

Its only starting dont miss out

[Josh Singh @JoshSinghCap]

Relax anon

[Token Terminal 📊 @tokenterminal]

RWA market cap up 37.5% over the past 7d:

[Josh Singh @JoshSinghCap]

Some of you aren’t locked in 🔒 and it shows.

[Raoul Pal @RaoulGMI]

The Boring Zone is slowly drawing to a close.

The Banana Zone soon cometh. 🍌

The Boring Zone is a gift and is your last time to load up before things go 🍌 and you lose your mind and you try your best to fuck it up in a orgy of FOMO and greed.

But please dont fuck this up.

[DeBank @DeBankDeFi]

1/4

https://t.co/XrhCW4w7HK chain is now integrated in https://t.co/IEGJ3zLVHO!
@real_rwa

1st batch of supported protocols: @PearlFi_ , @stackmorexyz ,@tangibleDAO

[Josh Singh @JoshSinghCap]

Eth etf approval for my bday

[Eric Balchunas @EricBalchunas]

UPDATE: we are moving up our over/under date for the launch of spot Ether ETF to July 2nd, hearing the Staff sent issuers comments on S-1s today, and they're pretty light, nothing major, asking for them back in a week. Decent chance they work to declare them effective the next week and get it off their plate bf holiday wknd. Anything poss but this is our best guess as of now.

[re.al @real_rwa]

That was fast...

[Josh Singh @JoshSinghCap]

@RyanSAdams Agreed, much much easier user experience

[Josh Singh @JoshSinghCap]

Imagine holding XRP or ADA

[Josh Singh @JoshSinghCap]

Comeback szn

[re.al @real_rwa]

Make it https://t.co/YyClettVVz

[RYAN SΞAN ADAMS @RyanSAdams]

Someone has to say it.

ETH price at $2.2k is hilarious.

Everyone out here trading "what ifs" this cycle when Ethereum has fundamentals.

Let my tell you why $2.2k ETH is stooopid.

Ethereum now makes $2.7 billion in annualized profits - the only profitable chain - a P/E ratio of 98 - a slightly more than Amazon P/E of 75 less than Zoom P/E of 153.

Ethereum now has entire chains as net new buyers of blockspace this cycle - these are called Layer 2's - last wk five Layer 2 were the top 10 consumers of Ethereum blockspace.

Ethereum is deflationary this cycle - last cycle it inflated 3-4% per year and this cycle it'll burn around .5% per year.

Ethereum is now further solidified as a monetary instrument - a digital gold - value this as you will - if it had the monetary amplifier of gold it'd already be worth $22k.

Ethereum bond holders are now earning 5.3% per year - we call these validators - unlike other chains these are "real returns" not just nominal returns - ETH is the internet bond.

Ethereum is likely to get a spot ETF - it's likely only BTC and ETH will achieve this status this cycle opening the door to trillions in locked capital inflows.

Ethereum is now fully proof of stake and no longer burns energy to produce blockspace - for traditional ESG investors the ETF Ethereum will be the only one that checks the box this cycle.

I could go on.

ETH hasn't had its bull market run yet.

Idk how long the market will stay hilariously irrational.

[BDB @BigDickBull69]

In crypto, “hated coins” always pump the hardest. Coins no one is exposed to, have reasons to fade, and inevitably end up buying higher.

On a bigger scale all of crypto is a “hated asset class”. EVERYONE is underexposed, EVERYONE will continue to fade, and EVERYONE will buy higher.

That’s right, EVERYONE.

[Josh Singh @JoshSinghCap]

New ath on https://t.co/ucv7l245iO, today is a good day

[Josh Singh @JoshSinghCap]

Over the past 4 days I’ve used FT more than I’ve used both twitter and IG, to me that says everything I need to know. Bullish.

[Josh Singh @JoshSinghCap]

https://t.co/CiY4vfwCEa is actually so fun

[Tangible 🏠💙 @tangibleDAO]

There's simply nothing better than CAVIAR.

$CVR

[Amy Wu Martin @amywumartin]

The number of founders I talk to who haven’t been out to mkt this yr to raise yet and don’t realize how hard it is now is scary.

If you don’t have the growth numbers (users or $) and plan to raise at more than $10M valuation, it’s likely not happening or at a crippling down round (unless you pivoted to genAI).

Founders should ask the hard questions - Do I need to cut more staff to get to 18-24mo+ of runway?
- Should I pivot if PMF is not in sight?
- If I started a new company today, am I still most excited about my thesis?

The best founders I know are or have made the hard decisions. Most companies still have runway raised from 2021 bull mkts. That will soon change. Stay safe frens

[Israel Adesanya @stylebender]

“…I guess we’ll never know.”