Primitive°

Ghost online

[Primitive° @PrimitiveMoney]

I'm an old SOL bull account for most purposes. I sold most of my Solana during the Trump pump of 2025, moved a lot into BTC. Then into S&P and QQQ. Remainder NBIS, GOOGL, AMZN, real estate, and a few space stocks.

Other portion early rounds like Valar, Erebor, Sphere, and energy grid for the bottleneck of energy and AI.

Crypto hasn't been that interesting the last year and a half. AI has taken much of its steam. Easy money has been made elsewhere. I think as the economy accepts the future that thesis starts to change.

Crypto is becoming interesting as a trade again.

I have BTC and BONK bags that I haven't sold and will continue to hold until much higher.

Things I think are interesting for the coming bull (if that is in fact where we are going, which I've long believed would be the cycle towards the end of 2026 / start of 2027), maybe we are still early, maybe it's right.

RH: It has shown real momentum. I'm not chasing new things but re-buying winners. For me that is PONS and AI. I might get them wrong but good risk reward bets for potential of multi billion MC.

HYPE: Is what it is. They own perps and are doing volume that you can't dismiss. cough* cough* Kalshi cough*

Solana: I'm not sure but BONK, USELESS, and a small and rogue ALLINU, plus SOL itself seem interesting here. Underlying beta seems more interesting than SOL itself for a R/R.

NEAR: I have no thesis outside of people who have hit SOL, ZEC, BTC, and other majors seem to think it will run. Narrative wins and who am I to dismiss that.

Keeping it simple and not going off script in crypto. Energy for data centers remains the biggest trade of our vintage.

Robotics and application layers for AI are too early for me. It's the Myspace of our generation. I'd rather bet later and with more confidence than doing it now. I will but now is not the time.

If we enter a bull market enjoy the ride. Don't overtrade. Have a plan and stick with it.

[Michael Dell 🇺🇸 @MichaelDell]

Promise made. Promise kept.

By tomorrow, 25 million American children will have our gift of $250 in their accounts.

$6.25 billion. Invested in kids. Compounding for decades.

If you have a child under 18, claim their account and see how much is in there now.

$250 is only the beginning. 🇺🇸

[Primitive° @PrimitiveMoney]

Hmmmmmm

[Primitive° @PrimitiveMoney]

Wait. Is Bonk a leading indicator again? Does history rhythm? It’s been an interesting pattern the last couple months.

I think the market continues up towards the end of the year. Too many economic indicators are being accepted that, at least for the next few years, the economy is good.

It’s been a canary in the coal mine in the past. Just noting it for now. I’m not sure everything has been digested. We’ll see.

[Primitive° @PrimitiveMoney]

@Topo_G @ChainZenit I hate them

[Primitive° @PrimitiveMoney]

Wait. Is Bonk a leading indicator again? Does history rhythm? It’s been an interesting pattern the last couple months.

I think the market continues up towards the end of the year. Too many economic indicators are being accepted that, at least for the next few years, the economy is good.

It’s been a canary in the coal mine in the past. Just noting it for now. I’m not sure everything has been digested. We’ll see.

[Primitive° @PrimitiveMoney]

@gaeaphile Another slop @Topo_G. When someone leaves a genuine comment that actually has thought, how do we know. Makes you question every reply.

This place is aweful now.

[Primitive° @PrimitiveMoney]

@Topo_G @ChainZenit I know. But I wonder if they actually learn from their unthoughtful slop comments.

[Primitive° @PrimitiveMoney]

@ChainZenit I don’t think people really get them honestly. There’s a lot more to how it engages and reads an economy.

[Primitive° @PrimitiveMoney]

Trillions and trillions of dollars are being put to work right now. Chips, data centers, power. On pace to pass the railroads as the biggest bet in US history. Thats real money and real economic growth.

I'm honestly confused why people think the next couple years go badly. That much physical spend is not a recession. Maybe it all blows up later. But we are simply not at that point now.

Every buildout has done the same thing. Canals, railroads, electricity, fiber. Money flows for years, economy runs hot, then the financing breaks. The tech and infrastructure work. The people holding at the end loose. The people who use it after for cheap win.

We're at the part where it stops being funded by cash flow and starts being funded by debt. That's 1873. That's 1999. Pre-crash.

Next 12 to 24 months, be bullish. After that nobody knows. It becomes very opaque and if people tell you they know what will happen don’t listen to them. Does AI actually create the growth or not. Too many unknowns imo.

My plan. Ride the build. Get out before the money turns. Sit in cash and treasuries through the fog, end of 2028-2030. Buy what people are forced to sell. Look at cheap stocks and early rounds. Have money to buy blood if it comes.

Now is not the time to be scared. Not the time to listen to doomed narratives. Understand the timeline you’re investing under and execute. Don’t get caught waiting for higher.

But don’t miss out on what I think will be a massive short period of growth. Dream a little my goodness.

[Primitive° @PrimitiveMoney]

@cwamidon Andruil is a mile wide and inch deep. Irrelevant from an investor perspective as the defense sector golden child. With that said I think it’s moved a lot of good money into other defense tech that otherwise wouldn’t have happened.

[Zer0 🕊️ @degengambleh]

solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263

not gonna say anything, you decide.

[Primitive° @PrimitiveMoney]

Wild

[Peter H. Diamandis, MD @PeterDiamandis]

Congrats to @PalmerLuckey and Anduril for winning the Wildfire XPRIZE - for detecting and suppressing a wildfire within 10 minutes of ignition!

[Primitive° @PrimitiveMoney]

@TeddyRoosevalt 🤝

[Primitive° @PrimitiveMoney]

I'm an old SOL bull account for most purposes. I sold most of my Solana during the Trump pump of 2025, moved a lot into BTC. Then into S&P and QQQ. Remainder NBIS, GOOGL, AMZN, real estate, and a few space stocks.

Other portion early rounds like Valar, Erebor, Sphere, and energy grid for the bottleneck of energy and AI.

Crypto hasn't been that interesting the last year and a half. AI has taken much of its steam. Easy money has been made elsewhere. I think as the economy accepts the future that thesis starts to change.

Crypto is becoming interesting as a trade again.

I have BTC and BONK bags that I haven't sold and will continue to hold until much higher.

Things I think are interesting for the coming bull (if that is in fact where we are going, which I've long believed would be the cycle towards the end of 2026 / start of 2027), maybe we are still early, maybe it's right.

RH: It has shown real momentum. I'm not chasing new things but re-buying winners. For me that is PONS and AI. I might get them wrong but good risk reward bets for potential of multi billion MC.

HYPE: Is what it is. They own perps and are doing volume that you can't dismiss. cough* cough* Kalshi cough*

Solana: I'm not sure but BONK, USELESS, and a small and rogue ALLINU, plus SOL itself seem interesting here. Underlying beta seems more interesting than SOL itself for a R/R.

NEAR: I have no thesis outside of people who have hit SOL, ZEC, BTC, and other majors seem to think it will run. Narrative wins and who am I to dismiss that.

Keeping it simple and not going off script in crypto. Energy for data centers remains the biggest trade of our vintage.

Robotics and application layers for AI are too early for me. It's the Myspace of our generation. I'd rather bet later and with more confidence than doing it now. I will but now is not the time.

If we enter a bull market enjoy the ride. Don't overtrade. Have a plan and stick with it.

[Primitive° @PrimitiveMoney]

@perptokens No I would just buy it through a brokerage like I currently do. But if I lived in a place I didn't have access to that, for sure would.

[Primitive° @PrimitiveMoney]

@Joe_Ha__ 🤝

[Primitive° @PrimitiveMoney]

@jemmmyjemm Hi Jem

[Primitive° @PrimitiveMoney]

@connan_james If I'm still tweeting in a couple months. Send everything.

[Primitive° @PrimitiveMoney]

@SumoNFTs Just a ghost who has done a lot of things right and a lot of things wrong, learned from both.

[Primitive° @PrimitiveMoney]

Oh and defense companies that are pre-IPO but most of you can't have those. If you can, there are some good ones.

[Primitive° @PrimitiveMoney]

@Mamba248x Been an interesting couple years Mamba. Energy, defense, and social upheaval took the forefront. I wonder if crypto isn't so early anymore and can play a real part in converging all of those things. The promise that always was but never happened....