Reed🦇🔊

Ex-POAP | My opinions are my own

[Reed🦇🔊 @readreed]

Unironically, I find myself thinking about this post from @rektfencer from time to time over the last 5 months.

Mostly I am thinking of how @fraxfinance has continued to build even in the face of now bear market low prices.

https://t.co/nytKZWrx05

[Rekt Fencer @rektfencer]

2024 Cycle Unicorns Watchlist:

🔖 Bookmark this for later

L1: $TIA, $INJ, $SEI, $SUI
L2: $ARB, $OP, $BLAST
GameFi: $PRIME, $XAI, $SHRAP
AI: $AI, $TAO, $PAAL
RWA: $RVST, $IXS, $RIO
DePin: $AKT, $WNT, $KREST
Memes: $WIF, $COQ, $TOSHI
LSDFi: $PENDLE, $LBR, $FXS
GambleFi: $RLB, $HILO, $CROWN
Options: $AEVO, $DPX, $LYRA
Bitcoin eco: $MUBI, $SAVM
Perp DEX: $GMX, $GNS

💠 Check out the quick project summaries on the table.

💠 Avoid getting REKT on token investments with these rules:

➢ Dive deep into each project yourself before investing.

➢ Don't over-diversify or go all-in on one token. Choose 5-15 projects with high potential and allocate your capital wisely.

➢ HODL strong. Resist selling tokens after a 10% jump just to buy them back at a lower price.

[Reed🦇🔊 @readreed]

@defidave Friend worked in logistics for 25+ years. Some of the shenanigans they've seen in smaller fly-by-night Company are insane. Like using old hazmat certs to sign off on high $$$ dangerous goods. Or routing shipments to disappear into non-sanctioned countries to evade customs.

[Reed🦇🔊 @readreed]

@defidave Best part of this is that there is probably someone paying with a ASS DRAGGIN RANCH TRUCKING LLC credit card somewhere in America.

[Don Keith @RealDonKeith]

More of this, please.😂

[Niz @NizMhani]

🚨BREAKING:

The "Board of Peace" launches its first war....

[Donald J. Trump @realDonaldTrump]

Don't let Obama play the Iran card in order to start a war in order to get elected--be careful Republicans!

[Donald J. Trump @realDonaldTrump]

In order to get elected, @BarackObama will start a war with Iran.

[Reed🦇🔊 @readreed]

@JosephRardin @Megatron_ron Didn't explicitly say but during the press conference, 1 of the 6 was stated to be a foreign leader and among others were powerful business leaders.

[Security Alliance @_SEAL_Org]

🚨PSA: DPRK IT workers are applying to remote roles using real LinkedIn accounts of individuals they're impersonating. These profiles often have verified workplace emails and identity badges, which DPRK operatives hope will make their fraudulent applications appear legitimate.

[Reed🦇🔊 @readreed]

@teixeiramark25 Who are you again? A guy who played a game as a grown up. And you think we should take you seriously?

[Reed🦇🔊 @readreed]

@SanSound3 @B0R60M1R IEMs that look good and aren't covered in waifu design packaging?!? No way.

[Reed🦇🔊 @readreed]

@Frax @samkazemian 👀 Slowly then all at once. 🤝
2026 is the year of $Frax adoption.

[Reed🦇🔊 @readreed]

It is also a confidence scam of some sort as well - the misspellings could be intentional. It would be used in a similar way to the Nigerian Prince scams, the errors in grammar/spelling are to lull the victim into a false sense of superiority. "I won't fall for it, because they aren't smart like me." or even that the victim is providing charity by "helping".

[Reed🦇🔊 @readreed]

@peazyfh Sorry for your loss 💓

[Reed🦇🔊 @readreed]

@FireblocksHQ @Frax @BlackRock @SuperstateInc @LayerZero_Core Imagine sleeping on @fraxfinance

[Reed🦇🔊 @readreed]

@zachxbt @jazgulati @renprotocol @gardenfi 25% has to be a lowball estimate? We're talking actual billion+ dollars of illicit funds moving through, right?

[FraxFeed @FraxFeed]

A story as old as time. People want more money fast, and is willing to increase their risk to get it. And like before, many blow up and get liquidated.

What if I told you about a solution from Frax that is free from liquidation risk? Meet the infamous BAMM. The Borrow AMM.

[Reed🦇🔊 @readreed]

And my portfolio has the feeling of hitting some of those risk/reward balances.

#positioned #enjoytheride

[Reed🦇🔊 @readreed]

🧵 I’ve been in crypto since 2013–2014, back when I was a fintech researcher at a BigLaw firm trying to understand what “digital currency” even meant.

My holdings evolved — some early convictions, some newer bets, a few impulsive ones that stuck. Here’s what I currently hold and why. Then why that matters:

[Reed🦇🔊 @readreed]

Markets don’t move in straight lines, but this setup feels similar to past “quiet before the storm” moments.

I’m not betting on a melt-up forever — just that the risk/reward balance has shifted from fear to opportunity again.