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Strategy selling a meaningful chunk of BTC is absolutely one of the things you expect to see very near the bottom, alongside a very nasty and tragic hack of one of the bigger BTC hardware wallets.
We still have a window of weakness to come with what I think will be a proper correction in stocks ~Sep/Oct/Nov.
Gut still says one more drop for BTC, but I don't think it will be particularly drastic, and therefore all prices from here are gifts if you look ahead 18 months.
Every month that passes from here should start to ignite your inner bull.
HE WORKED 8 YEARS TO BUILD SOMETHING THAT COULD PROTECT HIS FAMILY. IT TOOK A SOFTWARE BUG 8 MINUTES TO TAKE IT ALL. 🤯
He didn't gamble on a hype coin. Didn't trust a random exchange. He did exactly what every security guide tells you to do: cold storage, offline, his own hardware wallet.
He lived under heavy sanctions. Watched his local currency collapse from hyperinflation. Bitcoin wasn't speculation for him; it was the plan. The thing that would let him retire before 50 and know his family was safe from money that kept losing its value every single day.
He worked physical labor for years to build it, one paycheck at a time. 2 BTC. $130,000.
Then a firmware flaw in his Coldcard wallet did what a decade of financial collapse in his own country couldn't. Wiped it out in minutes.
Now he says he doesn't know if he believes in Bitcoin anymore. Says his dream of a secure retirement is dead.
He's not alone either. One person lost 18.25 BTC, $1.14 million, gone in eight minutes. Another lost $1.8 million in a single wallet. Total losses across this hack are now estimated above $70 million, and climbing.
Every one of these people did the "safe" thing. Cold storage. No exchange risk. No leverage. No gambling.
The system that was supposed to protect them is what failed them.
If the exact thing everyone tells you to do to stay safe can still wipe you out in minutes, what does "safe" even mean in crypto anymore?
My portfolio strategy is very simple.
Earlier this year, I said June–August would be the accumulation window, and I still believe August is likely the best month to build positions.
85% of my capital is dedicated to long-term conviction plays (12–18 months). My focus is on fundamentally strong small and mid-cap projects. So far, my core positions are:
• $TAO CMP $196
• $AKT CMP $0.44
• $PEAQ CMP $0.01732
I may add 1–2 more high-conviction names in the next couple of months
The remaining 15% is my high-risk portfolio, where I'm actively trading and rotating between opportunities:
• Telegram ecosystem: $REDO, $GROYP and a few other small caps.
• AI degens: $CLAWD & $KLED.
By the end of August, I expect to have deployed almost all of my available capital.
Now comes the hardest part: patience and conviction.
Bookmark this. Lock it in. Let's revisit it in 12 months.
NFA
Once I find a high quality protocol/token, the next question I ask myself is if the market offering it at an good price today?
If a protocol is truly cheap, it should look cheap even under simple, conservative assumptions. For protocols that generate real fees/revenue that accrue to the token, use a standardized, conservative discounted cash flow style model with consistent assumptions:
1. Multi-quarter forecast horizon tied to historical growth
2. Conservative required return
3. Terminal growth grounded in longterm network fundamentals (not narrative)
4. Explicit modeling of value capture to token holders (burns, buybacks, staking yield from fees)
I do this because if a token is truly cheap, it should look cheap even under simple, conservative assumptions. This helps me finding those good r:r.
The only way crypto gets mainstream adoption is to HIDE that it's crypto
Greg Osuri just revealed Akash lost a MASSIVE Nvidia deal because Nvidia doesn't want anything crypto related.
"If you want to deliver a consumer product, you cannot build the user experience in crypto. That's the ground truth."
"I believe the only way to achieve adoption is to remove crypto rails. Unfortunately."
There is barely anyone left in crypto
Most people left when the markets started trending down & they just couldn’t take it anymore
Most people still here are going to be front runners of the next market cycle & ultimately make millions
Congrats in advance if you’re still here.
$AKT @akashnet
AEP-83 is arriving Q3 on Akash
What this will mean for users & enterprises:
-Run AI models, healthcare data, or sensitive credentials on untrusted hardware with full in-memory encryption (Kata Containers + TEEs)
-GPU confidential computing (NVIDIA CC-On) included
-Cryptographic attestation: mathematically verify the hardware before your data ever touches it
This unlocks HIPAA, SOC2, and serious institutional demand on decentralized GPUs
Full breakdown by @waiting4ragi
https://t.co/S6RBLR4Wah
$SPICE must flow 🌶️
I just claimed 100 testnet USDC on ARC from the @synthra_finance faucet! 🚀
Try out Synthra DEX at https://t.co/PeAoasZcgz - the future of decentralized trading.
#Synthra#ARC#DeFi
I just claimed 100 testnet USDC on ARC from the @synthra_finance faucet! 🚀
Try out Synthra DEX at https://t.co/PeAoasZcgz - the future of decentralized trading.
#Synthra#ARC#DeFi
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