Murkiwaters 🦑⛩️

Part-time crypto investor, I write about protocols 🪂 and prediction markets
Experienced in capital markets and IPOs

[Murkiwaters 🦑⛩️ @murkiwaters]

https://t.co/Xt4l9BuWG8

[Murkiwaters 🦑⛩️ @murkiwaters]

Did you "sell in May"? I stabled up.

Sitting at >50% stables. The chart just shows USDC, not my positions in $SLX and pUSD.

Not trading much recently.

SpaceX IPO coming next week, with Anthropic also coming soon.

Playing their valuation markets on @Polymarket.

[Murkiwaters 🦑⛩️ @murkiwaters]

@JayNam2878 @Polymarket they are not generating yield but I'm OK with that

[Murkiwaters 🦑⛩️ @murkiwaters]

Did you "sell in May"? I stabled up.

Sitting at >50% stables. The chart just shows USDC, not my positions in $SLX and pUSD.

Not trading much recently.

SpaceX IPO coming next week, with Anthropic also coming soon.

Playing their valuation markets on @Polymarket.

[Murkiwaters 🦑⛩️ @murkiwaters]

Good couple of days.

Thank you @prjx_hl for the "cashdrop". Small stimmy. Can never complain.

$HYPE still ~$60.

Gains from legion's $SLX sale fully covers my YT costs. Remaining airdrop tokens are pure profit.

My bag is almost 45% stables now. Sell in May....

[Murkiwaters 🦑⛩️ @murkiwaters]

@SultanNasir51 @Polymarket been doing that since the start of the year

[Murkiwaters 🦑⛩️ @murkiwaters]

@tiur_eth @Polymarket Yup hope we see better days soon

[Murkiwaters 🦑⛩️ @murkiwaters]

@MindMathMoney @Polymarket True that

[Murkiwaters 🦑⛩️ @murkiwaters]

@SultanNasir51 things change fast

[Murkiwaters 🦑⛩️ @murkiwaters]

So many $HYPE grave dancers celebrating its fall from $72 to $58...

They forgot it was $50 just 3 weeks ago. And it's still above it's last ATH in Sept 2025.

Guess many are sidelined. Or fanbois of Lighter $LIT and the other one😂

[Murkiwaters 🦑⛩️ @murkiwaters]

@crypto_soul7 yes absolutely haha

[Murkiwaters 🦑⛩️ @murkiwaters]

@pure_Xsoul yea that was

[Murkiwaters 🦑⛩️ @murkiwaters]

@JayNam2878 sad stuff

[Murkiwaters 🦑⛩️ @murkiwaters]

Do people actually follow this guy for crypto alpha?

I bet the institutions don't care about his $HYPE takes.

One day it's calling $150, the next is selling at $70. This is not even the first time.

Shady stuff.

[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

[Murkiwaters 🦑⛩️ @murkiwaters]

@SultanNasir51 yes sad

[Murkiwaters 🦑⛩️ @murkiwaters]

@SultanNasir51 @TheARCTERMINAL man the market is so bad lol

[Murkiwaters 🦑⛩️ @murkiwaters]

@Smolpeach33 I don't think even KOLs can do anything in this market

[Murkiwaters 🦑⛩️ @murkiwaters]

@Smolpeach33 @opensea yea I just don't want to do anything rn lol

[Murkiwaters 🦑⛩️ @murkiwaters]

Even @opensea is now doing perps using Hyperliquid.

The world is changing.

The pseudo-intellectual VC Haseeb says ETH is like Microsoft. Slow and big😂

Saylor sold BTC. It's not a big amount. But he's the biggest price support for BTC all these years.

If he's started selling, who's buying?

What else to buy right now other than $HYPE?

[Murkiwaters 🦑⛩️ @murkiwaters]

$HYPE keeps pumping.

FDV >$70bn. It has overtaken $SOL.

ETH under $2k. Some VC said ETH was like Microsoft. "Boring but valuable". That's pretty sad.

If you want to invest in something, invest in something that will grow. And grow fast.

[Murkiwaters 🦑⛩️ @murkiwaters]

@yichuan_drive maybe but the whole market is in the pits

[Murkiwaters 🦑⛩️ @murkiwaters]

@JayNam2878 @solsticefi it's really depressing

[Murkiwaters 🦑⛩️ @murkiwaters]

Another day of liquidations and inexplicable dumps while stocks fly.

Focusing time on projects which do not require straight crypto exposure. Tired of BTC, ETH and SOL?

I'm sticking with Polymarket, $HYPE and stables plays like @solsticefi.

[Murkiwaters 🦑⛩️ @murkiwaters]

@RyanDay @solsticefi absolutely the right play for the market

[Murkiwaters 🦑⛩️ @murkiwaters]

@ParmisaRad @solsticefi Hope it holds up