SB

Investing and crypto content

[SB @sbycapital]

CIRCLE is $40B mcap on $150M earnings and set to shrink. Meanwhile, USDe is growing fast, $300M+ rev on $10M costs, with room to hit $2B earnings.

If investors rotate from CIRCL to USDe and Ethena continues flywheel, this could 10x to $100B FDV. The stablecoin HYPE play is here

[Ethena @ethena]

▓▓▓▓▓▓▓▓▓▓▓▓▓░ 90%

[SB @sbycapital]

@alpha_pls I hope so pal. Not much a trader myself, just like projects, have a thesis and hope it plays out. Need to find a balance though as some projects like GRASS for instance I got burned on because I thought fundamentals would eventually overcome everything else. Boy was I wrong! 😩

[SB @sbycapital]

@Globalflows @HypeStrat Yes I guess what I felt was there was potential higher asymmetric upside on ORCL at those lows compared to PURR at 100% from the bottom - perhaps at least in short term.

[SB @sbycapital]

@Globalflows @HypeStrat I am almost double ORCLE exposure as I missed the PURR at the bottom. Felt to me to be the more asymmetric bet at those lows, compared to PURR at the $6 levels.

[SB @sbycapital]

@Pickle_cRypto lol didnt look that far into your post

[SB @sbycapital]

@Pickle_cRypto On Netflix but if you like horror - ‘something very bad is going to happen’ was very good!

[SB @sbycapital]

@Pickle_cRypto You’re braver than me right now - Quinn is turning me into a perma bear! 😩😂

[SB @sbycapital]

@Pickle_cRypto Can’t wait for ENA 2.0

[SB @sbycapital]

@abcampbell What about ag here? Seems like a leveraged bet on energy plus probably less downside as it hasn’t ripped at all..

[SB @sbycapital]

@Pickle_cRypto I thought you hated TAO lol - what’s changed?

[SB @sbycapital]

@jvb_xyz Doesn’t the US need heavy oil?

[Moe @moneyacademyKE]

This is a simple explainer on the types of crude oil, where it comes from around the world, and what the US lacks.

Save it

[SB @sbycapital]

@palsofnations @grok who built Jaffa?

[SB @sbycapital]

@zoecabina This def needs to be part of any royal commission terms of reference 😂

[SB @sbycapital]

@Pickle_cRypto NFTs were my worst trades ever lol

[SB @sbycapital]

@Pickle_cRypto I am about the same but zero stocks now - I have no edge in markets atm and would just continue to chop myself up if I was still in..

[SB @sbycapital]

@Pickle_cRypto Already so so so under 😢

[SB @sbycapital]

@AviFelman No GLXY?

[SB @sbycapital]

@Pickle_cRypto Such great potential, ruined by a myopic view of just the product they were building. If they didn’t care about the token at the time, which is obvious they didn’t, they shouldn’t have released it until it was an integral part of their whole protocol. Worst trade ever, sigh.

[SB @sbycapital]

@sqalef @Pickle_cRypto @theunipcs lol this made me chuckle

[SB @sbycapital]

@Pickle_cRypto The girlfriend