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[水博乱乱 @Mrluanluan]

https://t.co/V4zoHP7YfZ

[CryptoJamie @cryptojamie7]

My largest bet this cycle thus far

Want to do a brain dump to bring visibility and spark discussion because I feel like I’m missing something since I don’t see anyone else as excited as I am

Adoption and regulation are no longer a bottleneck for the crypto industry

Gary Gensler is out

Paul Atkins is pro crypto

Crypto regulation is forming (genius act + clarity act)

Trump is extremely pro crypto

Every company/VC/industry is trying to expand into crypto

I expect 100M+ people to be onboarded over the next 2–3 years

The bottleneck i see is in the infrastructure

Adoption is crucial but if you can’t enable or support that adoption it becomes meaningless

ETH in the early days was “fast” but once it got heavier adoption it became clunky and expensive to use

That’s where Solana came in and most of the crypto natives pivoted to Solana

If we get significant global crypto adoption over the next few years I expect the same scalability problems to happen to the current chains we all use today

KTA is the only L1 with the potential scalability to simultaneously power memes defi global payments RWA agentic payments depin socialfi gamefi

10M TPS stress test verified by Google Cloud

https://t.co/GnztHhrMc5

Around 160x Solana’s TPS
Around 200x ETH L2’s TPS
Around 38x Sui’s TPS

To give you an idea how much TPS we need:

To bring Visa on-chain you need at least 5M TPS no chain today can handle that

If Keeta had pursued a crypto VC raise focused purely on its scalability features it likely could have easily raised in the billion dollar range much like sui monad bera etc

The only blockchain to pass Visa’s compliance, also filed with the SEC

Native identity linked to your Keeta wallet allows for KYC/AML checks to be done at the transaction level (KYC is optional)

The chain is both permissioned and permissionless allowing both TradFi and crypto natives to operate on one chain

Anchors let all chains/apps connect directly to Keeta without relying on third-party bridges

Partnered with @SOLOAPI for on-chain identity they work with over 100 FDIC-insured banks

@ericschmidt invested $20M

It’s his first angel investment in crypto he could’ve done any altcoin why keeta?

Eric is smarter than 99% don’t mid-curve it

Launched onchain at a $40K market cap creating a wealthy cult like community

All of the largest L1s launched sub $30M market cap and took retail on a generational wealth creation journey think BTC SOL XRP BNB etc

Huge information asymmetry not many people understand Keeta and the TAM it’s going for

Huge positioning asymmetry search $KTA on Twitter it’s all Reddit normies barely anyone on CT is exposed even with mainnet 3 days out

No VC raise so all crypto VCs are sidelined

As a VC how can you explain to LPs that you didn’t get any exposure to the FASTEST blockchain infrastructure once word gets out It will trigger a reflexive domino effect

Not listed on major exchanges, coinbase has announced but still yet to list- likely waiting mainnet

Keeta has no VCs unlocks to dump on your head unlike 95% of the L1s

The FDV for keeta is $1B the future emissions = community incentives 10% , team 20% and early equity investors 20%(eric Schmidt)

The team recently announced they will merge the 20% team and 20% early investor supply and will never sell them meaning the true inflation is only the 10% community incentives tokens over 3 years

https://t.co/36tZCnTPpL

This is important as it means there is currently a supply shock and it’s also extremely rare for both the team AND equity investors to align on something like this It also means the real market cap for KTA is around 450M —FDV in this instance is truly a meme

Eric Schmidt will never sell a keeta token according to this announcement, what does he know to commit to that?

The TAM for an everything L1 is in the trillions

You are still early

Anyways that’s enough idea dumping I have 50+ more points I want to make but this should be enough DYOR NFA

What am I missing?

[Syno @Syno_0x]

1/ I have pieced together all known information and links to a VISA x @KeetaNetwork partnership

From appearing in Official VISA documents to mentions by VISA's C-suite, this is all the new info that I’ve found about $KTA x VISA

A Thread🧵

[Vydamo @vydamo_]

A lot of people have been chirping me about my 666 eth ape purchase saying that I am a fool and that apes will never come back

Let's get something straight for all you haters:

This is a GRAIL and I doubt a single person here will deny that. The diamond glisten matched only in elegance by the gold fur. The beanie starkly contradicts the formality of the ape, allowing warmth and relatability for all viewers

As collectors we know when something is timeless. I truly believe this is up there with some of the greats (think Mona Lisa, Starry night, girl with a pearl earring) and in 100-200 years time this will be looked at as one of the most invaluable pieces of onchain history. In that sense, I do not CARE if apes as a whole do not return to glory (but they will).

My partner and I made a conscious decision to invest in our families future and collect a piece like this out of passion and love and refinanced part of our house to buy this. Not on the chance we can resell it for higher, because I doubt we ever will, but as an emotional investment. Not every investment needs a financial motive, and something like this ape can actually offer a far greater positive emotional return than other assets.

Regardless, if you think that apes aren't coming back, I have news for you. The world is only getting crazier and more and more money is being printed everyday. Millionaires are being minted in crypto overnight and those people are longing for a status symbol that they can feel connected to. Like prior cycles, this will come in nfts and in particular I believe bored apes will be one of the main beneficiaries of this new cash flow. They are undeniably clean, already have a mysterious aura about them that attracts people and the community is next level.

So next time you're trying to downplay another person's investment consider that you're not an all knowing god and maybe, just maybe, you don't know everything.

[CryptoJamie @cryptojamie7]

$KTA achieved 14 million TPS live on stream, audited by @chainspect_app

The most scalable blockchain in the world

Arguably the MOST innovative project we've seen emerge out of the trenches this cycle

I expect aggressive repricing once the word starts to spread

Imagine not allocating even 5% of your portfolio to this

[net.load_state_dict @kaagami0451]

Yap early, yap only, yap often.

@KaitoAI is connecting AI, attention and capital with Yaps.

Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 https://t.co/O0ThDyX6EE

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

HOW TO DEVELOP CONVICTION IN YOUR TRADES AND DEAL WITH INSANE VOLATILITY: A REAL-LIFE EXAMPLE

Bybit recently interviewed me again to get my thoughts on memecoins and the market heading into 2025

the interview should go live in a few days, God willing, and i'll share a link to it when it does

one of the questions they asked was so important that i felt i should dedicate a tweet to it, however:

'You've held your BONK position throughout multiple large drawdowns. How did you deal with the volatility associated with meme coins, and how did you build the mental resilience to hold?'

this is an interesting question

because everyone hears about some memecoin doing 1,000x and have this image of the pump happening in a straight line up over a few days or weeks

when in reality it is made up of a series of pumps followed by deep corrections as the coin makes higher lows and then eventually goes parabolic over much longer timeframe

and while it's easy for me to type the above, it's incredibly hard to stomach these drawdowns in a memecoin

if you take my BONK trade as an example, i have now held that position for over 14 months

and during this period i have suffered drawdowns as significant as 80%

or to speak in more clear terms:

i've had periods in which i was down 8 figures, i.e. over $10,000,000, on my BONK position

yet i continue to hold it

of course people would often ask, 'how do you hold through such insane drawdowns?'

which is a pretty good question, because seeing 80% of your position evaporate over a period of days or weeks isn't in anyway pleasant to stomach

and the weaker ones among us often capitulate at the bottom of moves like that since they can no longer take the pain

'profit is profit,' they tell themselves as they sell the bottom

so, exactly how am i able to hold through these massive drawdowns?

simple: by having a thesis and sticking to it until it plays out or gets invalidated

and i want to be very clear that it is super important, critical even, to ensure that you are as objective as possible when developing your thesis or the market will punish you hard

a strong, objective thesis is often based on a memecoin having the following three things in place:

- a strong narrative
- a passionate, cult-like community
- good liquidity and easy ways for other users to purchase the memecoin

you should not be too bothered by short-term price action if you have a strong thesis and are reasonably confident that your thesis will play out

i'll use a memecoin i have been aggressively bullposting for a few months now as an example

the Department of Government Efficiency / D.O.G.E memecoin

i initially sized into this memecoin in September after it survived a PvP attack on the narrative based on Elon's initial tweets about the 'Department of Government Efficiency'

i formed a thesis based on a number of key factors:

1. Elon is the greatest KOL alive and it's not even close!

Dogecoin went to $88b market cap last cycle because he was bullposting dogecoin and posting doge memes while SHIB went to $43b+ market cap because he was regularly posting Shiba Inu memes as a way to reference dogecoin

2. the 'Department of Government Efficiency' narrative is similar because he would continue to meme it aggressively. the department literally has 'DOGE' as an acronym which was an intentional move by Elon to meme DOGE into a US government department

3. proof of concept of the above was the fact that Elon aggressively posted Department of Government Efficiency / D.O.G.E related memes and content throughout the month of September, so it was easy to infer that he would not stop and will only get more aggressive with his D.O.G.E memes after the department gets formed

4. Elon is one of the world's most controversial figures. Trump is also one of the world's most controversial figures. the Department of Government Efficiency involves both figures so there will be an extraordinary amount of press coverage and controversy about this over the four years of the Trump administration which will fuel mindshare for the memecoin

5. invalidation of the above thesis will be Trump losing the election, which will render the idea of the department dead on arrival

there was initially some PVP over the Department of Government Efficiency memecoin as several memecoins launched based on the same concept and were pushed by different KOL groups

i bought a few of the most prominent ones of these and simply sat and watched the drama unfold

after a few weeks, based on team competence, community strength, and price action it became clear which version of these will be the winner

so i doubled down and increased my holdings and then tweeted about it

the Department of Government Efficiency / DOGE memecoin was around $9 million market cap at the time

shortly after my tweet, it went as high as $20m market cap then dumped below $9m market cap and ranged there for weeks

of course there were the occasional mockers shouting 'bonk guy was wrong'

i simply ignored these guys and continued to reassess my D.O.G.E position against the three things i believe to be most important for memecoins:

- narrative? looks just as strong as it was when i got in initially
- community? it was just as passionate as it has always been despite the price crash and nasty pvp against the coin. they all believe D.O.G.E is going to multi-billions
- liquidity? D.O.G.E was mostly just on DEXs at the time but it had good enough liquidity and the volume was consistently impressive, showing strong demand and interest

so while others panicked, i doubled down and more than doubled my stack

and i continued to be publicly vocal about my D.O.G.E position and conviction

D.O.G.E will end up rallying over 5,000% from my initial entry to a $500 million+ ATH in the span of a few weeks, netting me unrealized profits of $10 million+

the rally was fueled by a few things including the D.O.G.E narrative catching on due to Elon's constant tweets and memes about it, Trump getting elected, and Trump confirming he will indeed be establishing a Department of Government Efficiency

certainly it must be all rainbows and unicorns from this point on, right?

nope!

D.O.G.E will end up slow bleeding and correcting 80% over a period of 6 weeks after its first parabolic move

of course, many panic sold the bottom and the usual clowns came for me again and started trending 'bonk guy was wrong' once again (as if i care what they think! 😂)

as usual, i held through the dip and bought some of the dips along the way

last week D.O.G.E put in the bottom and went up over 200% in the span of one week, starting a rally that will likely take it to new highs around the inauguration of president Trump and the official formation of the Department of Government Efficiency on January 20

however, the rollercoaster D.O.G.E holders have been through recently wasn't enough:

yesterday, a PDF document that was hosted on the website of the US Patent Office (USPTO) made the rounds, showing a Department of Government Efficiency with the 'DGE' acronym instead of 'DOGE'

naturally, some people got scared thinking the department will be launched under a different acronym and capitulated by selling their D.O.G.E positions to buy one of the numerous 'DGE' memecoins that have now trended to zero because of that 'document'

'after all, the document is on the official USPTO website,' they thought to themselves

in the meantime i was unbothered and unfazed, because to me Department of Government Efficiency is an Elon narrative

upon seeing that document, i asked myself a few questions:

1. has there been a surviving memecoin based off an existing US govt deparment? no, there's literally zero

2. has there been a surviving memecoin based off an Elon narrative? yes, DOGE & SHIB as i explained above, and many more including 'KEKIUS' which ran from sub $10m market cap to $400m in 24 hours recently because Elon changed his name to 'Kekius Maximus'

3. would Elon allow and push a 'DGE' narrative for the Department of Government Efficiency? no, he wouldn't. he intentionally memed the department around 'DOGE' and will only push that. it would also be a big ego hit for him to backtrack and push 'DGE', and that's not taking into account the negative impact that would have on Dogecoin which he would not like

and the above three was all i needed to know

as usual, i simply ignored the latest FUD and went about holding my bag

i would later learn today that the so called document from the USPTO was a sham

the USPTO referenced that document as an example of a scam document pretending to be associated with a US govt department

https://t.co/xaTKKdfDSC (#2 here)

their warning then hotlinks the following PDF on their website that they posted as an example of scams to beware of:

https://t.co/aD5jjyJW8H

apparently smart scammers saw that and thought:

"if they upload and post the scam patent as an example to avoid, we can just take the direct link to the PDF they uploaded without the context of their original post and use it to push a 'DGE' narrative and desperate degens will believe us"

yet that was all it took for many to dump their D.O.G.E stack and lose their money in the DGE pvp yesterday

i know this post is a pretty long one, probably the longest i have written on this account, but the question of how i am able to have strong conviction through significant drawdowns and FUD is probably the question i get the most

and i felt it would be a good idea to write one through my lens of a recent event that would have shaken many and their conviction in their bags

at the end of the day, conviction is not bought or borrowed but earned

if you do not know why you're holding a project, you will likely capitulate it when it gets its first serious drawdown or FUD

if you know why you are holding, however, you will simply chill or accumulate more during these periods

developing strong conviction to hold during drawdowns starts with developing a strong, objective thesis and telling yourself that your thesis is the only thing that matters regardless of short-term price action

i hope this was helpful!

[net.load_state_dict @kaagami0451]

LFG! I'm qualified for @tradewithPhoton stimmies. Season 1 - Round 1 dropping on 6/17.

🚀LET THE BULL BEGIN🚀

https://t.co/EuUiUPgJKq

[net.load_state_dict @kaagami0451]

@KandylandDAO Really love this project!
discord id: iuijjh#8168

[net.load_state_dict @kaagami0451]

@0xSmartCoin is about to destroy @OlympusDao. Why?

-1,000,000%+ APY degen yield farm
-APR doubles as TVL doubles
-100% of fees used for buyback & burns

#iheartsmart

Wallet: 0x92CDCb349186e833A90807d78E3d8199FB6877dA

@zhusu
@cz_binance
@SBF_FTX