Jo

intuition trading

[Jo @jogoxbt]

lighter looking really good here refusing to break below 3.5, entered into a perps long position in addition to my core spot holdings. clear invalidation below the robinhood perps announcement low

[Jo @jogoxbt]

fully filled on ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2

[Jo @jogoxbt]

@rektcapital brother that’s a frankenstein’d chart of two separate projects

[Jo @jogoxbt]

zec orchard moment for lighter

(zec then proceeded to 5x off the bottom)

[Jo @jogoxbt]

always entertaining to see established characters in CT join social trading apps, get absolutely obliterated, and proceed to downplay it as "fuck around money"

beauty of social trading in exposing the larps of this industry. maybe @frankdegods really is michael jordan

[Jo @jogoxbt]

a very underemphasized use case of stonk tax tokens is that they enable projects to fundraise through these holder rewards. protocols can launch, lock away their team allocation, and still earn a continuous stream of holder reward distributions.

still early innings, but this is the playbook that @NullMaskio is running. would recommend checking them out (founder is a doxxed zcash contributor). what they're building allows users to shield funds on any EVM chain and transact privately from that same wallet. Solana support coming soon as well.

[Jo @jogoxbt]

a very underemphasized use case of stonk tax tokens is that they enable projects to fundraise through these holder rewards. protocols can launch, lock away their team allocation, and still earn a continuous stream of holder reward distributions.

still early innings, but this is the playbook that @NullMaskio is running. would recommend checking them out (founder is a doxxed zcash contributor). what they're building allows users to shield funds on any EVM chain and transact privately from that same wallet. Solana support coming soon as well.

[Jo @jogoxbt]

@FabianoSolana @Pumpfun @LaunchOnSF we not counting ALLINU, wifout, or GP?

[Jo @jogoxbt]

what if?

[Jo @jogoxbt]

what if tradexyz / unit get acquired by robinhood or coinbase

[Jo @jogoxbt]

stonklined?

[Jo @jogoxbt]

faded?

[Jo @jogoxbt]

pump is pretty much telegraphing their next move into the stock pairing meta

think we get a bid the news (on $STONK)

[Jo @jogoxbt]

@AgentChud the pump when sellers have to buyback higher will be glorious

bid the news waiting room

[Jo @jogoxbt]

@AgentChud the pump when sellers have to buyback higher will be glorious

bid the news waiting room

[Jo @jogoxbt]

pump is pretty much telegraphing their next move into the stock pairing meta

think we get a bid the news (on $STONK)

[Jo @jogoxbt]

Thesis on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

For the longest time, the biggest criticism to Solana was that it was dominated by Pump. You finally have a second app finding real PMF and not only that - it's also synergistic to the entire ecosystem by tapping into existing infra/tech (Raydium, Sunrise, Backpack, xStocks, PreStocks, etc.)

Pump has repeatedly shown their hand in their efforts to verticalize. Launching pumpswap, integrating social trading, hinting at launching their own chain. As a shotcaller at Solana, which product would you much rather back?

I'm not saying that Stonk will beat Pump on any longer timeframe or that they'll outdo Robinhood on capturing the "pair-anything" meta but the asymmetry lies in the idea that the operators at Solana will do anything they can to prop this up as high as possible.

[Jo @jogoxbt]

rh trenches really looking like the early innings of ai season. the 100m bear market ceiling on these coins is very much real but as soon as a couple of these runners break through and hit escape velocity, we're going to see multiple billion dollar runners. position accordingly.

[Jo @jogoxbt]

confidence in fed / treasury at all time lows, market calling their bluff, treasury yields continuing to drive higher, indices stalling out, AI financing becoming more and more expensive

seems like the perfect backdrop for a crypto lockout rally (before the finale)

[Jo @jogoxbt]

lighter trading as if they’re getting their US license next week

[Jo @jogoxbt]

lighter trading as if the robinhood integration is being announced tomorrow

[Jo @jogoxbt]

closed out my short hedges, will let lighter ride

[Jo @jogoxbt]

caught offside on my short hedges (BTC, ETH). holding them for now. if we see any retracement back into prior ranges I’m expecting we trade significantly lower with short positioning cleared out. important next few days.

let’s ride