Summary: if you have hot wallets in Chrome extensions and get any kind of malware they can just sweep the seed phrases from any extension wallets you have and all your passwords etc.
If you have any form of sync on in Chrome this will sync across to your other devices.
out of 500k users on fomo only 2500 people made more than 1K in last 3 months
that means over 99.5% people have lost money or barely made any money
it’s great to see crazy pnls but don’t mistake that in the end its all a casino
Every KoL fagg0t has now realized that concentrating all their shilling efforts on one single meme after having made sure they bought enough supply at super low mcap is the highest upside strategy, so you end up with a collection of tickers that all have the same thesis "XYZ will keep shilling it and nothing else"
The local tops on the leading Robinhood memes were clearly defined by a lack of volume relative to price.
Volume divergences are more informative for onchain tokens because most trading is concentrated in a few visible pools. CEX trading is often spread across multiple exchanges and derivatives markets, making a single chart less representative of overall participation.
Many people ignore this signal but it is one of the most pure representations of what moves are real and what moves aren't.
Also - its easy to have conviction when things are going up ... and easy to get bearish when things are nuking. How many people turned bearish on $ZEC during its nuke because of some unintelligble FUD. Likewise so many people are bearish semiconductors because price went down. lmao
Crypto is exceptionally good at bubbling capital into good early ideas:
* friend tech -> social trading
* worthless gov tokens -> defi buybacks
* ai16z -> openclaw
Right now we're running it up bigly with tokenized stocks, at the same time trading infra and ux is the best it's ever been
Yes the narrative is going to run far far past the fundamentals (this has already started), but this is the time you embrace the left curve. Rather than fundamentals you should be keying to any and all narrative confirmations, like public CEOs beefing on twitter about tokenized stocks
The most money will be made by either being early to bid & pull the trigger on news (hard but possible) &or to have a sense of where the narrative is going to go and park capital there before the hot ball of money bids it
cancelling everything. dinners, weddings, hobbies, the ski trip i’ve been planning with friends since 2024. turned down a date with a real girl this week.
we used to dream of conditions like this and we’ve never been this back in years. every second spent away from the charts is money left on the table. we have breached the land of promise.
it’s lock tf in season, anon. no sleep.
talk to me in 6 months. i’ll either be unbearable or unreachable in 2027.
We need to find a stock that has an incredible % of short interest - tokenize it, create a meme-pair of it, and win forever while blowing the wall st shorts tf out.
Tokenize 1-800 flowers and launch $tulip
I think next week’s payrolls print will disappoint, and has decent (though not our baseline) chance of being negative.
Supposed it is a negative print. There is no modern Fed era precedent of Fed hiking after two negative payrolls prints.
Still 50-50?
Seems like a lot of the old DeFi primitives are coming back on @RobinhoodCrypto chain
• @uponrh: native ve(3,3) dex. Lock $UP to vote where rewards go and collect trading fees
• @fablesfi: also ve(3,3), but built as @Uniswap v4 hooks aimed at tokenized stocks ($PROLOGUE is the claim token which will TGE in Oct)
• @NetNetCap: Olympus-style reserve token ponzi. Each $NET backed by at least 1 $USDG in a treasury that also buys tokenized stocks. Stake for dividends; bonds and games flow back to the treasury
• @ClutchMarkets: StonkBrokers NFTs. Each NFT owns its own wallet that can hold tokenized stocks
But a host of other new primitives too
• @deltaliquidity: LPs get actual fee income, and projects can use fees to deepen their own pool instead of just farming emissions
• https://t.co/qzdroCBNrT: A token launchpad built on Uniswap v4 hooks
• @ArrowFinanceio: Borrow against your tokenized stocks
• @longdotxyz: create memes on top of tokenized stocks instead of just ETH or a stablecoin (ggs the $AI dump shook me out)
On-chain looks quite fun to play with again after just holding majors/ stocks. What's everyone looking at these days?
Crypto will remain the best market for speculation because it is the most reflexive asset class on earth.
In equities, rising prices do not impact the underlying business. For example, Apple stock can only go up so far before its P/E looks unreasonable against the same revenue base.
In crypto this is not the case because the business of tokens is largely tied to speculation on financial assets, which directly benefits from higher prices. For example, when HYPE and alts go up, there is more demand for trading + leverage, and Hyperliquid's revenues increase.
Rather than multiple expansion, you likely see the opposite: revenue outpaces price, and assets trade at more attractive multiples. Last week was a great illustration of this effect: despite tokens gaining up to 60%, revenue outpaced price in 10 of 16 sectors. Perps specifically: revenue up 243% on a 43% move.
This is why tokens have no real value ceiling: unlike equities, higher prices arguably make them more attractive in the short term rather than less attractive. Buybacks + DATs add one more layer to this reflexivity where the activity directly leads to higher prices, further perpetuating this dynamic.
If you can buy these reflexive tokens at reasonable multiples on historically muted activity, it will likely pay off very well in the bull.