lethalazo

hedge fund quant/pm, crypto and agentic investments. degen BUIDLer. all opinions are only ever mine. LFG. לחלום בגדול

[lethalazo @plato_rs]

honestly, there is a supercycle in play. which is far more macro then we can fathom. short term, the formulaic picture is that higher yields and restrictive policy-making is bad for crypto, but high interest makes government debt expensive to service, and overall the dollar reserve credibility picture is fragile given petro-dollar is also under threat with the recent geopolitical developments.

the new, upcoming, world is multipolar, AI-led, borderless, and digital. Only jurisdiction-free currencies and developments will usher. So, oil is axiomatic, crypto will become as well, so would gold. $BTC becomes the gold for AI. And, as this debasement narrative continues to catch bid, the key beneficiaries also include $ETH $ZEC and $HYPE as they have their own idiosyncratic tailwinds on top of the debasement-led supercycle.

[lethalazo @plato_rs]

@FurygatzCho7973 @thedefivillain @QwQiao not for the near term

[lethalazo @plato_rs]

@NineArtss @sama hope you get it bro

[lethalazo @plato_rs]

@friendscallmeap @pedma7 @ScottPh77711570 @liquiditygoblin happy birthday mate

[lethalazo @plato_rs]

@NineArtss @bubbleboi 😂

[lethalazo @plato_rs]

@ravensclawx finally, a reason to touch the NS2

[lethalazo @plato_rs]

@NineArtss @Nintendo why are you ratting him out

[lethalazo @plato_rs]

@Optimism @jinglejamOP they do... it's called a database

[lethalazo @plato_rs]

@maruushae yeah just go for the max, no reason to blue ball yourself with a pro and be stuck complaining about running GameNative or Eden or whatever... hope you get the trade

[lethalazo @plato_rs]

@papertrade_xyz genuine question @izebel_eth, why is that an option given its untransferable?

[lethalazo @plato_rs]

why would you unstake $PAPER? @papertrade_xyz

[lethalazo @plato_rs]

@maruushae sorry about the VAT

[lethalazo @plato_rs]

@maruushae AliExpress broski, you can get a Max 512gi one for like 500€

[lethalazo @plato_rs]

@nntaleb yeah

[lethalazo @plato_rs]

@SystematicPeter unsustainable, may not survive most risk systems given those DDs as compared to your ann. vol

[lethalazo @plato_rs]

@SalsaTekila your trading losses don't count as family expenses Salsa

[lethalazo @plato_rs]

@covacut I can't do any other notebook since I have had a Smythson... highly recommend

[lethalazo @plato_rs]

@SalsaTekila @bitbitcrypto salsa bullish?

[lethalazo @plato_rs]

@Cirmit pump on oil related fabricated news bro, easily done