LCM Alpha

Markets are not fragmented, your analysis shouldn’t be either.
I build 360° frameworks to understand real drivers.

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[LCM Alpha @LCM_alpha]

Elizabeth Warren :

“So put your money in if you're a terrorist, go use Tornado, and know that there will be virtually no chance of being caught.”

“Terrorist groups, rogue states, foreign adversaries, and criminals are using crypto to evade our sanctions and launder their money.”

“What purpose does Tornado serve except to hide where the money came from and where the money’s going to?”

“It’s the terrorists, it’s the money launderers, it’s Iran, it’s the sanctioned entities.”

#clarityact

[LCM Alpha @LCM_alpha]

@PeterDiamandis @santiagoroel I started but I don’t know how to position myself. Is there a scale or something lol

[LCM Alpha @LCM_alpha]

Token capture value is what is going to shape the next retail adoption wave of crypto.

[jords @jords]

hyperliquid shines a very bright spotlight on how much better tokens can perform if they don't have horrendous tokenomics

uniswap, jupiter, maker, solana, aave, lido

it makes me so sad to think about what could have been, but if hype continues to win then it makes me happy for a potentially bright future

success gets replicated and i really hope we see a new era of tokens launched that walk in hype's footsteps

true wealth redistribution through a token is fulfilment of the crypto promise, it is us proving that there is a better way than the blackbox of tradfi

token and team alignment is so important and yet so rare, i dream of a future where this is not the case

[LCM Alpha @LCM_alpha]

@Matt_Hougan Exactly 👍🏼

[LCM Alpha @LCM_alpha]

@defisebs @Matt_Hougan @Bitwise @aave Huge

[LCM Alpha @LCM_alpha]

@Matt_Hougan That’s true. Let’s capture the value.

[Robbie Klages @robbieklages]

I didn’t want to hear it at the time but @santiagoroel called this months ago - adoption boom and tokens in the gutter

[LCM Alpha @LCM_alpha]

Oups

[Arthur Hayes @CryptoHayes]

I just dumped my entire $HYPE and $NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday.

TLDR:
- Higher energy prices due to Iran war and inventory restocking
- 3 Mega AI IPOs between now and early Q3
- Prediction that Trump goes anti-AI to win mid-terms for Republicans
- I think highs in mrkts will happen btw now and September
- Time to take profit, and two-step in beefa without worrying about my positions

[LCM Alpha @LCM_alpha]

@shanaka86 True

[LCM Alpha @LCM_alpha]

What do ZEC, INJ, and NEAR have in common?

They don’t have established institutional products that allow big finance to fuck us over.
That’s exactly why they’ve been the top performers for the last 3 months, while ETH, BNB, and BTC are getting absolutely destroyed.

As for HYPE… aie aie aie, the institutions are ALL IN. So I sold.

I’m expecting heavy price manipulation incoming.

#NEAR #HYPE

[LCM Alpha @LCM_alpha]

@MSBIntel Why everybody sleep on that

[Watcher.Guru @WatcherGuru]

JUST IN: Visa, Mastercard and Stripe to launch crypto stablecoin platform.

[Solid Intel 📡 @solidintel_x]

INTEL: SEC names digital assets and blockchain technology a core focus in its 2026-2030 strategic plan, targeting clearer rules for tokenization, staking, custody and SEC-CFTC jurisdiction

[Coin Bureau @coinbureau]

🚨HUGE: The CLARITY Act has now been added to the U.S. Senate Legislative Calendar.

[Kalshi @Kalshi]

JUST IN: Trump says it’s “time to audit” Fort Knox $667 billion gold reserves

[Kalshi @Kalshi]

JUST IN: Berkshire Hathaway to acquire one of the largest home building companies for $8.5 billion

[LCM Alpha @LCM_alpha]

Tu vas me traiter de fou mais j’ai vendu mes HYPE après cette annonce de la CFTC. j’utilise lighter. Le fait que Peter Thiel soit derrière le projet me fait dire qu’il a toute ses chances réglementairement parlant.
Après j’apprécie hyperliquid c’est pas la question mais la régulation c’est quand même le point central.

[Stand With Crypto🛡️ @standwithcrypto]

Sorry Jamie, but the people have spoken. They want Clarity, and they Stand with Crypto 🛡️

[LCM Alpha @LCM_alpha]

@SenatorTimScott Calystenics

[LCM Alpha @LCM_alpha]

@TagadoBTC Oui le marché se retourne tout doucement