juan

product manager | two successful exits | healthcare, logistics and tech | previous: @uber @jump_ | @columbia ‘22

[juan @mockingojay]

just a lone wolf

friction is my edge

dms open if there are groups willing to adapt

info trade is beneficial

[juan @mockingojay]

i see a trade

hyperliquid of the east with $53m annualized revenue and $14.3b monthly perps volume

hmm seems undervalued at $60m market cap

the asteroid will hit them and they will not know it's coming

[juan @mockingojay]

@x256xx zec hype near vvv grass cards

[juan @mockingojay]

@awettermann @0xMushy hey @inversebrah come quick. a murder has been committed

[juan @mockingojay]

@_tolks can feel a regime shift

[Andy @andyyy]

Two things can be true at once:

1.) There is no bid right now for tokens with little PMF, low runway, lack of institutional adoption, low / no revenues, and a terrible unlock schedule.

2.) There is and will continue to be an extremely concentrated bid on tokens with strong PMF, clear institutional backing & products (ETFs, ETPs, partnerships), generating significant revenue or a clear path to, past the unlocks or not a significant amount left, and are focusing on making the token holder a first-class citizen.

This consolidation will continue to happen until the market evens out some of the inefficiencies its been dealing with for many years now.

Those who adjust will be on the right side of history.

Stay optimistic.

[doc🃏 @jkrdoc]

zec -> oct
vvv -> pod

simple.

[juan @mockingojay]

@0xkioto ai szn continuation but this time, we transitioned from gpt wrappers to real coins that provide value

first innings

[juan @mockingojay]

TIG TIG TIG sahur

[juan @mockingojay]

my dev holds a PhD in applied mathematics and theoretical physics from the university of cambridge

tig tig tig sahur

[juan @mockingojay]

@0xSchism

[juan @mockingojay]

was right with my vvv thesis back at 250m but didnt have the patience to hold through it

i think to express the bullishness on base ai coins, we can start to leave old bankr coins behind and focus on vvv adjacent coins like liq and autono and aeon

[juan @mockingojay]

@BaggerWalmart

[doc🃏 @jkrdoc]

https://t.co/VJR5VQbAVx

[juan @mockingojay]

i guess people never learn

[juan @mockingojay]

@zeegengm perpcoin on the perpchain 🤣

[juan @mockingojay]

@0xlemat @AvgJoesCrypto @z0r0zzz where?

[juan @mockingojay]

@lever0x is $ANTS already tradeable? how do we get exposure?

[juan @mockingojay]

my dev holds a PhD in applied mathematics and theoretical physics from the university of cambridge

tig tig tig sahur

[juan @mockingojay]

@0xkioto goat thesis at 5m

[juan @mockingojay]

@chironchain on point

trading on evm teaches us to use our brain and make proper DD before clicking buttons

[juan @mockingojay]

autono will always be capped by the ceiling of the main launchpad coin liq

therefore it will always follow the PA of the main coin

hard to see it decoupling from liq but as long as the whole vvv adjacent eco keeps on pumping, which i think will continue longer, it will reprice higher

also the whole design of liq being paired with diem offers some of kind of ponzinomics that will always pump the prices and excess capital will rotate inside the eco instead of getting out

regarding for entry, my entry is around this price but will dca more if it shows continuous momentum

[juan @mockingojay]

bang the drums

ethereum:0xf280b16ef293d8e534e370794ef26bf312694126