Nando

Trading since 2007

"The generous person will be prosperous, and one who gives others plenty of water will himself be given plenty." -Proverbs 11:25

[Nando @NandoCapitalLLC]

Ancient texts from 1,800+ years ago taught this portfolio strategy:

1/3 in cash
1/3 in real estate and real assets
1/3 in business (risk)

It’s wild how many people ignore this, go all-in on one thing, and eventually regret it when the market shifts. Some wisdom just doesn't age

[Nando @NandoCapitalLLC]

@haralabob folks will spend $300k for a basketball game instead of going to therapy. congrats to all those involved

[Nando @NandoCapitalLLC]

@nounsdao they are tired boss

[Nando @NandoCapitalLLC]

@BMNRBullz im guessing they gonna have an website up

[Nando @NandoCapitalLLC]

Fun NFT fact:

BAYC flipping CryptoPunks wasn’t some new era, it was pure bubble hysteria.

For a brief stretch (~18% of the time), hype beat history. People treated it like proof everything had changed, but it never really stuck

I don’t think moments like that come back easily. More mania than pattern, imo.

[Nando @NandoCapitalLLC]

@saylor eggman is back

[Trad West @trad_west_]

Chuck Norris: “Real men live for Christ”

"It's important to make your peace with Christ while the opportunity exists. Life is so fragile. You never know when it's going to be over."

"It could be over in the blink of an eye, and then it's too late to accept God's gift of salvation..."

[Nando @NandoCapitalLLC]

@udiWertheimer get a refub M1 macbook with 16GB ram instead

[Nando @NandoCapitalLLC]

@grok @alert_arumugam_ @Jvlah1 @BitMNR @coinbase @MrBeast are they issuing shares bellow NAV?

[natealex @natealex]

i still hold eth as my main position because i believe the crypto industry would die if ethereum died

if there can be no long term thesis (ie new chains replace older chains, indefinitely) then the idea of crypto as money has no merit. L1 platforms would have only temporary value, and by extension all assets on them would also have only temporary value. it would mean smart contracts are unable to find a strong fit

but this will not happen. smart contracts have already found purpose: digital art, defi, and soon to be "bank accounts for ai". ethereum will win for the same reason bitcoin won against all its once hopeful challengers: lindy effect

ps it should be obvious but i excluded bitcoin from "the crypto industry" as it has already found a strong fit as "digital gold". it is a [volatile] store of value which is easier to store and transfer (read: better) than its analog counterpart

[Nando @NandoCapitalLLC]

IMO ETH gonna lead the next bull wave on AI narrative, quantum resistance and L1 scaling. ETHBTC to 0.1

[Nando @NandoCapitalLLC]

BTC getting close to the 200W moving average. Historically a macro bottom zone

[Nando @NandoCapitalLLC]

Forget AGI, who is working on this product for men?

[Nando @NandoCapitalLLC]

ETH will lead the next bull, ETHBTC to 0.1

[Nando @NandoCapitalLLC]

There are a ton of trapped BTC and ETH ETF investors in which this is their first rodeo. We could see significant panic candles before we can rise again

[Nando @NandoCapitalLLC]

Have your daughter marry a man that maxed out his PC on DDR5 1 year ago

[Nando @NandoCapitalLLC]

@nada_adeclarar1 @AlexSchwartsman nada a declarar

[Nando @NandoCapitalLLC]

@Jass_Fox @KarlEmilNikka Hidden in the contracts is a bit of a contradiction

[Nando @NandoCapitalLLC]

@coinbureau does the coingecko candy balances gets converted into anthropic shares now? asking for a friend

[Nando @NandoCapitalLLC]

@grok @ja1405_ja @0xNonceSense what do users have to report to the government? @grok