forcryptoonly

This is for crypto only.

[Kawsar @Kawsar_Ai]

GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.

No more $24,000/year subscriptions.
Claude just turned my laptop into a private quant analyst.

Here are 07 prompts to build your own hedge fund at home ↓

[Chris Paxton @chris_j_paxton]

The cost of human labor is much higher than many people account for; this is a really solid read about the business case for general-purpose robots.

[William Mougayar @wmougayar]

1/
Why Solana Will Never Be Ethereum 🧵
The narrative that “Solana is Ethereum but faster” is a misnomer. On the surface they look similar, but the comparison is dangerously superficial.

[Con @__Con_]

WOW... It's still incredible how this stock is moving...

$GLXY... no jeets are left.

Send it much higher.

There is still time, get in before it is too late.

For those who are interested in the thesis, here you go:

- Strategic Infrastructure Pivot: Helios data center campus in Dickens County, Texas positions Galaxy Digital as a major player in AI and high-performance computing, moving beyond volatile crypto trading revenue.

- Massive Scale: 800 MW approved capacity now, with potential expansion to 3.5 GW, creating long-term, high-margin revenue streams.

- Partnership with CoreWeave: CoreWeave has committed to full tenancy of Helios’ current capacity, guaranteeing initial revenue while giving exposure to the booming AI infrastructure market.

- Institutional Appeal: Transitioning from pure crypto speculation to predictable infrastructure income, making it more attractive to equity investors.

- Diversified Revenue Streams: Combines crypto trading, asset management, and infrastructure hosting, reducing correlation to Bitcoin volatility.

- CEO Vision: Mike Novogratz (@novogratz) aims for Helios to become one of the top five data centers globally, signaling ambitious, long-term growth.

- CEO Past: Novogratz’s strong industry connections and experience support strategic partnerships and expansion.

- Future Expansion Potential: Additional 160 acres of land and 1 GW interconnection requests indicate plans for even larger-scale operations.

- Favorable Regulatory Environment: Increasing acceptance of crypto and AI-focused infrastructure by U.S. regulators supports long-term growth potential for $GLXY.

[Andrew Kang @Rewkang]

A few strong views on the Robotics Industry:

1 - General Purpose Robotics will be much larger than Specialized Robotics
2 - Vertically integrated (AI + hardware) companies have huge edge
3 - In the short term, the best robot models will be derived from real robot data. In the long term, they will come from simulated data
4 - The biggest companies will be US companies that understand how to bridge the talent and infrastructure from Asia
5 - Early distribution is critical

[XY @xydotdot]

I exit when a trade crosses the consensus line.

There’s one clean test that separates honest trades from setups designed to harvest believers: who has to do the convincing?

When a trade offers real asymmetry, nobody needs to sell you the story.

The payoff is mathematical, not performative.

You can calculate upside, you can quantify downside, the margins are wide enough that conviction is private and quiet. Early buyers move without commentary because the edge speaks for itself.

Low noise, high optionality.

Consensus flips that arithmetic.

Once a trade is obvious, the pool of fresh buyers is exhausted. What’s left isn’t discovery of value, it’s distribution of inventory. At that point the dominant activity becomes persuasion: loud narratives, viral endorsements, extreme takes.

The trade is no longer about information, it’s about recruitment.

Recruitment carries a cost: the seller must pay in narrative amplitude.

The later you follow the crowd, the more theatrical your pitch needs to be to overcome inertia. Loudness replaces edge because edge no longer exists. The market asks for volume, and the volume is supplied by storytellers who monetize attention by creating buyers.

That is the greater-fool mechanism in operation.

Think in terms of leverage, but social. Early asymmetry leverages price discovery; late consensus leverages persuasion. Both can move a market, but only one transfers real, repeatable value. The other converts social energy into temporary price and then collapses when recruitment fails.

Psychology explains why this works.

Humans need meaning; they prefer narratives over probabilities.

When an idea is private and mathematical, it demands work: analysis, risk tolerance, patience. When it becomes public, it tempts with simplicity: “buy, it’s obvious.” That temptation is the bait. The louder the chorus, the higher the probability that the next marginal buyer is buying a social construct, not an asymmetric payoff.

Operationally, the signal is not price; it’s the shape of the discourse.

Quiet conviction, careful sizing, private debate....those are signs of genuine asymmetry.

Broadcast certainty, screenshots of bags, performative conviction....those are signs the market has shifted from finding buyers to creating them.

One environment rewards capital deployment; the other rewards rhetorical skill.

You can be right about an asset and still be wrong about the trade. Truth and liquidity are orthogonal. If your exit relies on convincing strangers to want what you own, you’ve moved from investment into social arbitrage.

That’s a different game, with different risks, and those risks are usually unpriced for you.

So the rule is simple, buy where you don’t need to be convinced; sell where others must be convinced to buy.

Buying early buys silence; buying late buys spectacle.

The former gives you optionality, the latter sells you a seat in a play you don’t direct.

Could the tape squeeze higher after I’m out? Of course.

That possibility is irrelevant to process.

Buying outside consensus earned me the luxury to sell to consensus without apology and to stop watching the chart.

That freed capital and attention are the edge I care about; they let me search for the next mispriced idea where silence is the tell and recruitment is unnecessary.

I don’t want to be fooled, and I don’t need to be. That’s the privilege of buying real asymmetry.

[forcryptoonly @forcryptoonly96]

@c0xswain Gm

[𝐆𝐫𝐢𝐬 @GeezFX]

It costs $0 to retweet my work 🙏

[Andreas Steno Larsen @AndreasSteno]

Positioning Saturday 😱💲🪔

Let's have a look at traders positions across assets!

Some really interesting take-aways

1/n

[Evan @StockMKTNewz]

How the largest stocks in the world make their money $AAPL $GOOGL $AMZN $MSFT

[Markets & Mayhem @Mayhem4Markets]

Today's stock market meltdown visualized

[forcryptoonly @forcryptoonly96]

@FabiusMercurius hi @FabiusMercurius , how do you check for all these mentioned points?

[The Genie 🧞‍♂️ @genie_trades]

$FTM will be $10 someday 🕯

Yes!👇 Yes!👇 Yes! 👇

[CryptoGeo @CryptoGeo_eth]

The bear market is so all-encompassing right now, you could be forgiven for missing the institutional bull market adoption this week ...

🧵👇

[Momentum 6 @Momentum_6]

A 🧵 about the $ETH 2.0 Merge: the upcoming upgrade for @ethereum

What is "the merge", why is it important, and what does it mean for the future of Ethereum?

[1/x] 👇

[Bitcoin Magazine @BitcoinMagazine]

End fiat. #Bitcoin

https://t.co/U9XMgAaECj

[Dinduz @CryptoDinduz]

All you need to know about $FTM and why it will moon in 2022:

A Thread 🧵!