CryptoPuffin

[CryptoPuffin @TheCryptoPuffin]

@linkchainlink Dw its unrealized

[CryptoPuffin @TheCryptoPuffin]

@SRxTrades That’s why we use a discount rate 💀

[CryptoPuffin @TheCryptoPuffin]

@lBattleRhino You’re what people think GCR was (or GCRs alt lmao)

[CryptoPuffin @TheCryptoPuffin]

@TraderMercury PHX a much deeper team, but GSW has the best offensive and best defensive player on the floor. KP is the X factor imo. Should be a nail biter, but I think PHX prob got it. They’ll peel away in the bench minutes. GL 🤝

[CryptoPuffin @TheCryptoPuffin]

@TraderMercury Nvm lakers stink. You got it

[CryptoPuffin @TheCryptoPuffin]

@TraderMercury Curry KP Gui out

Bron ayton got it

Gl though 🤝

[CryptoPuffin @TheCryptoPuffin]

@timjohnson_86 @Jake__Wujastyk What does that mean Tim Johnson?

[CryptoPuffin @TheCryptoPuffin]

@Jake__Wujastyk Jake, out of curiosity, is your bias long or short? I know it’s very hard to tell but would love to hear thoughts. Also, happy Easter!

[CryptoPuffin @TheCryptoPuffin]

@TraderMercury Kawhi is playing today though

[CryptoPuffin @TheCryptoPuffin]

@aleabitoreddit What are your thoughts on $POET?

[CryptoPuffin @TheCryptoPuffin]

https://t.co/7l1Nqzfl3C

[CryptoPuffin @TheCryptoPuffin]

@lBattleRhino Yeah they should all just kill themselves

[CryptoPuffin @TheCryptoPuffin]

@lazyvillager1 @awawat @grok Merry Belated Christmas Giver!! (unless u r a Jew)

[CryptoPuffin @TheCryptoPuffin]

@aleabitoreddit What about other companies within the InP narrative like $POET which streamlines photonic laser integration and packaging or $ALMU which optimizes the fabrication of photonic lasers? Or is your primary focus on the substrate itself?

[CryptoPuffin @TheCryptoPuffin]

@Jake__Wujastyk U remind me of a cool dad. Back when I was in elementary school, I feel like if were to go on a camping trip with my best friend, you would be the chill dad driving us to the camping site. U r a cool dude. #ONDAS

[CryptoPuffin @TheCryptoPuffin]

@lBattleRhino Are you long any equities or industries?

[CryptoPuffin @TheCryptoPuffin]

@lBattleRhino Also. When ScamPort Tom and Alon come back to extract, that will likely mark that the top is almost in btw.

[CryptoPuffin @TheCryptoPuffin]

Very good question.

Crypto underperformed for a simple reason: much of it is inherently useless (don’t let bonk guy see this). Market sentiment is shifting. When real opportunities exist—tangible, practical assets with cash flows and demand—capital moves there. Equities win.

Small-cap data center, GPU, and cloud-compute plays make that obvious. They offer high upside with real underlying value. In that context, allocating capital to crypto starts to look irrational for most participants—excluding, of course, pure gamblers. Why accept the same upside with more downside? Names like $IREN, $CIFR, $WULF, $HUT, and $APLD make the trade-off clear.

Will next year be different? Partially.
The era of allocating capital to vaporware protocols and expecting absurd returns is largely over. There will be exceptions—but they’ll be rare. The same is true for meme coins. Maybe a few familiar personalities resurface on X, spark a dopamine hit, and attract traders trying to make rent. But the period when meme coins held market share comparable to legitimate projects is over. That version of crypto isn’t coming back.
Still, crypto itself isn’t dead.

The Trump administration is broadly pro-crypto. More importantly, blockchain-based transactions are genuinely revolutionary. JPMorgan issuing commercial paper via a Solana-based stablecoin matters. So does the steady growth of blockchain-powered remittances.

Ethereum and its core protocols—$ENA, $AAVE, and others—have real utility. Solana does as well. These assets are deeply oversold. And while Trump has been constrained by tariffs and competing priorities so far, he’s shown willingness to pursue meaningful crypto reform. When sentiment turns and fundamentals reassert themselves, select projects will outperform. Not broadly. Not blindly. But decisively.

[CryptoPuffin @TheCryptoPuffin]

@moninvestor Any thoughts on $APLD?