Yes Invest

Web3 Enthusiast, AI Explorer & NFT Collector. Be early and be patient.

[Yes Invest @YesInvestOff]

Time is your greatest asset.

And patience is your greatest tool.

[Yes Invest @YesInvestOff]

@nexta_tv Oh look that's one of @notthreadguy trade idea

[Yes Invest @YesInvestOff]

@naval You're going to have agents using softwares at one million times the rate humans do, and one human will be able to have thousands of agents running in the background.

The future is not linear, people are going to learn about exponential growth.

[Naval @naval]

Software platforms are going to be rebuilt for agent-first.

[Yes Invest @YesInvestOff]

Bitcoin next range low will be the bottom.

Either 50k's or 40k's.

Don't fall for the doom posting, over time BTC trends higher.

#BTC to 1 million.

[Naval @naval]

The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.

[Ash Arora @asharoraa]

Zero sum people can never be happy

[Russell Brunson @russellbrunson]

"The faster you act, the more opportunities appear.
Urgency compounds."

[Yes Invest @YesInvestOff]

@himgajria You know ball

[Yes Invest @YesInvestOff]

@saylor That last part isn't great to hear from you man

[Yes Invest @YesInvestOff]

Everyone is starting to freak out about a potential new pandemic.

If it happens, AI adoption will go parabolic.

What happens if we're locked inside once again?

Like in 2020, we'll have to use even more digital tools, with AI being the obvious winner.

[Ansem @blknoiz06]

all markets are crypto markets now

heavily narrative + momentum driven & overshoot realistic valuations, ability to discern when new ideas are becoming popular & allocate accordingly is a very useful skillset

much easier to close the knowledge gap w/ LLMs & the TA is the same

[Yes Invest @YesInvestOff]

@CreatedByJannn Google up a trillion since that call

[Ted @TedPillows]

Powell says more Fed officials now think raising rates is as likely as cutting them.

Rate cuts are no longer certain. Higher rates could be next.

[*Walter Bloomberg @DeItaone]

- POWELL: NUMBER SEEING HIKE AS LIKELY AS A CUT HAS MOVED UP

[Ansem @blknoiz06]

crypto has been in a clear downtrend since october of 2025, it trades very cleanly momentum wise, last time eth failed to breakthrough key $4k res level it went to $1300 in one quarter, last uptrend rally was driven heavily by tom lee buying ~5% of eth supply, given the underperformance of these buys (currently down ~$7B) and underperformance of other crypto treasury companies, i believe its unlikely that we will see that kind of buying again, also during this rally from apr '25 lows crypto underperformed other risk assets substantially

crypto generally does not currently have great narrative going for it because so much attention is going to ai stocks, from low caps to large caps, can see this with performance of stocks like SNDK (30x in past year & #1 performer ytd) or INTC (4x from recent lows) or NVDA/AMZN/GOOG near ATHs while coins still down ~70%, crypto benefitted in 2020-21 because we had defi revolution + nfts and it was first time a fuckton of capital came onchain, speculation was driven on future growth prospects instead of current user metrics which is not the case now

i am exceedingly bullish on crypto as a foundational technology over the next few decades, and believe that stablecoins and open blockchains are and will continue to revolutionize the way that value is exchanged across the internet, just do not think that eth is a good way to bet on that happening, & believe that most success in crypto will come at the app layer instead, 5 crypto companies i am currently most bullish on are (hyperliquid, sphere, tether, whop, polymarket) for various reasons, also think paying attention to smaller startups that enable creative ways for people to speculate onchain will always be interesting

for ethereum specifically, the rollup thesis has not played out successfully yet & its unclear direction top down leadership wants to take on it, megaeth is most interesting thing happening currently in eth eco & believe even in case they do exceptionally well that mega token will benefit more directly, competition from stripe+tempo on trad incumbents & stablecoin side, competition from hyperliquid on perps/finance/rwas, competition from solana as a more performant L1, much of eth's current mcap is because of its first mover advantage & lindyness - dont think that justifies its $300B mcap

ta-wise its just at top of range, could reevaluate on sustained strength > 2400, but dont think it really trends up hard again unless breaks thru main local res at 2800-3000

not trying to be mean i genuinely dont think its a good buy at all

[Yes Invest @YesInvestOff]

@bubbleboi @Bloomberg So @notthreadguy is the new @Bloomberg confirmed

[Yes Invest @YesInvestOff]

@joshcrnls For the same reason a car made yesterday is a better means of transport than a 15 year old horse: better tech that is faster and more flexible to one's needs always prevails.

[Yes Invest @YesInvestOff]

We are at a crossroads, your soft skills and mindset are more relevant (and critical) than ever.

[Yes Invest @YesInvestOff]

The greater the uncertainty, the greater the risk, but the greater the gains.

Take periods like the ones we're facing today: AI disruption, rising oil prices, geopolitical instability... and turn them into an opportunity.

[Yes Invest @YesInvestOff]

@KillaXBT It also never had 2 consecutive green candles without a third consecutive green candle.

The cycles are changing indeed.