to everyone melting down right now:
if it makes you feel any better
i'm down ~$4 MILLION on my portfolio in the last 24 hours
and down ~$12 MILLION from my portfolio ATH just one week ago
that's some insane volatility
but i'm completely unfazed
i honestly believe that all you need to do right now is survive any drawdown we get between now and q4 before the REAL pump starts
because once the REAL pump starts
everything we've witnessed over the past few weeks is going to look absolutely puny in comparison
and that's exactly how i'm positioned
i'm not trying to time every dip
i'm positioning myself to still be here when the real move begins
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I’ve left Anthropic after more than a year of working on Claude Code and seeing it scale larger than I ever imagined.
I have really loved working at Ant and believe deeply in the mission, and most of all, the idea of a race to the top.
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My colleagues at Anthropic are the most talented, thoughtful, competent, and earnest people I have ever met. I am glad they are at the wheel and trust them deeply.
To the community on X, thank you for everything. You’ve made this the most fun (and sometimes stressful) job I’ve ever had.
For me, it is time for a bit of a break before diving into something new.
If you want more excellent Claude Code content, you should follow @addyosmani , @lydiahallie, @_catwu, @ClaudeDevs and of course @bcherny who started it all.
what should i be bidding here?
drop your highest-conviction plays below 👇
what's going to be the BIGGEST coin of this quarter?
let's see who actually has the fastest horse
it's easy to find data that confirms whatever bias you want to hold about the market right now
bull or bear
for example:
you could use Q4 seasonality and the 4-year cycle theory to argue that R/R favors upside from here
or you could highlight historical crypto performance around US midterms to argue that we go lower
both sides can build a convincing case if they cherry-pick the right data
but when you zoom out and focus on what's happening RIGHT NOW:
- US equities losing trillions in market value amid the accelerating sell-off
- Asian markets suffering a major tech-driven rout
- AI-driven cybersecurity risks escalating, with potentially serious implications for global digital infrastructure
- the US-Iran war escalating, with the risk of further military action remaining a major wildcard... especially once Trump no longer has to worry about an imminent election
- the situation deteriorating across Saudi Arabia and the wider Gulf region
- US macro data coming in less favorably than many had anticipated
and yet $BTC has refused to break down decisively despite all of the above
if bitcoin is absorbing this much uncertainty without a major breakdown, how easy is it to make a convincing case that the market is about to get significantly worse from here?
not saying it can't happen
but ignoring how well $BTC has held up while focusing exclusively on bearish historical patterns is just as much of a bias as blindly expecting Q4 seasonality to save us
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