Vpanda

[Fidenza Macro @fidenzamacro]

A number of people have reached out to thank me for writing this piece, saying that it convinced them to reduce or exit their crypto exposure. Being able to help friends and readers preserve their capital is one of the rewarding things about writing.

[Fidenza Macro @fidenzamacro]

Every crypto treasury company out there will be down 80% within two years. Bookmark this.

[Fidenza Macro @fidenzamacro]

Retail bought crypto in Q4 and got hosed. They took their money and fled into stocks, and then got hosed. Now it looks like they are running back into crypto.

[Vpanda @Vpanda6969]

@chameleon_jeff Gigachad jeff

[Vpanda @Vpanda6969]

I shall resist my desire to short the market rn.

[Sisyphus @0xSisyphus]

Defi topped at a small scale in late 2020 before the real bubble in early 2021. Then the category more or less never grew again by mcap even as crypto total mcap hit new highs

Expecting similar small (now), then big (later) bubble for AI, with multiyear hangover

Hyperliquid

[Vpanda @Vpanda6969]

@kwaker_oats_ 130 hype and 130 sol, sounds great

[Vpanda @Vpanda6969]

I login to see $HYPE sentiment on Indonesian CT. Never been feeling any bullish.

[Vpanda @Vpanda6969]

@andreasrtobing_ Saran bro, coba bikin sentiment poll check "apakah kalian sudah beli hype", and they will understand how early we are

[Vpanda @Vpanda6969]

@felixevz @HyperliquidX What u smoking

[Vpanda @Vpanda6969]

@felixevz @vpanda Hahaha

[Vpanda @Vpanda6969]

@heyitsciuzen For majors, I dont think so. For onchain, I don't have any view :(

[Vpanda @Vpanda6969]

Wtf always logged out from x

[Vpanda @Vpanda6969]

@cryptondo Our exit liquidity

[Vpanda @Vpanda6969]

@felixevz Lmao 0

[Vpanda @Vpanda6969]

@felixevz @rune_coin @stakeland Wkwkw biarin dah

[Vpanda @Vpanda6969]

@felixevz @heyitsciuzen I got 0 allocation, dont cancel me.

[Vpanda @Vpanda6969]

@TyrogueD Lanjiao