SUCH A TALENT 😱😮
Pure Sound of Real Boxing Training 💀🥊🔥
Mike Tyson on the heavy bag. This is what discipline sounds like.
No music. Just raw power and focus.
#Boxing#MikeTyson
“It’s a process. It’s a way you go about doing things. It’s a high standard, high expectation, it’s accountability. It’s discipline, commitment, toughness, work ethic, pride. It’s wanting to be great vs. wanting to be normal,” Curt Cignetti
The difference is within you.
Portfolio update, with a quick thesis for each token.
These are all fundamental plays that I would happily hold for years if necessary.
$MORPHO, $EUL, $LQTY, $CRV, $YB
MORPHO:
-Huge institutional backing, Coinbase, a16z, Ribbit
-MORPHO token is the only asset for Morpho project, no Labs equity like Uniswap
-Trusted by Coinbase, with integration into main Coinbase app
-Trusted by Ethereum Foundation, with recent treasury deployment
-Partnership with @stable, which will soon boost deposits hugely (similar to Aave and Plasma)
-Morpho v2 probably launching this year, with fixed rate lending and kyc options
-Morpho is exactly the sort of institutional project that will thrive on chains like Tempo
-Morpho has much more BTC than ETH collateral, so fundamentally much less exposed to the price of ETH than Aave is
EUL:
-Offers the same vault lending product as Morpho, but EUL is far cheaper
-MORPHO = $1.9B, EUL = $0.2B
-Was just listed on Binance last week, had to airdrop like 2% of supply, which has temporarily suppressed price even more
-Unlike Morpho, Euler fee switch is already on
-Team also has institutional backing, and shows ability to grow fast on new chains, eg Plasma
-Huge focus on audits and safety; Ethereum Foundation will probably deploy to Euler in 2026
-Like Morpho, Euler will thrive on new institutional chains like Tempo
LQTY:
-Price is super depressed; best price relative to fundamentals that I've ever seen for LQTY
-Not enough space to write full Liquity thesis here, but in the very short term:
-@felixprotocol, a Liquity fork with $300M TVL, will soon TGE and airdrop 4% to Liquity (specifically to BOLD users)
-This will make the market understand the Liquity fork airdrop program, Liquity deposits will increase sharply, and price of LQTY will surge
-Another super promising fork of Liquity is @AlpenLabs, which is launching this year
-Alpen has a lot of institutional backing from Bitcoin VCs, and will probably get a lot of BTC deposits
-Like Euler, I expect Ethereum Foundation to deploy to Liquity in 2026
-Given how neglected LQTY is, it's an easy 2x in the short term; over the next five years, I predict 10x - 20x
-Only $50M FDV, by the way. Team and investors fully vested, no emissions, listed on all CEXes, pure immutable code
CRV:
-@yieldbasis is the biggest catalyst for Curve since the Curve Wars of 2021-2022
-DEX TVL, DEX volume, crvUSD supply, and crvUSD revenue will all continue to increase as Yieldbasis continues to rollout over the next few months
-CRV is low against ETH because everyone thinks the cycle is over
-But if BTC and ETH surprise the market by showing strength in Q4 (which I think they will), then CRV is poised to surge
-Also, increasing stablecoin activity on Ethereum is a tailwind for Curve. Also, note that BTC stablepools and the gold stablepool are becoming more popular
YB:
-Opened a very small position at $0.44
-Yes, lots of YB incentives will be used throughout 2026, and yes the team / investor vest is 6 month cliff
-But at this price, I think it's undervalued
-People don't know about or understand Yieldbasis, despite the fact that docs are very impressive, GTM was super strong, and growth prospects are enormous
-I.e., Yieldbasis doesn't even have a blog! It doesn't care about marketing itself
-Yet the token launched on all major CEXes and the protocol is making heaps of revenue (fee switch apparently going to be turned on in a week or so?)
-If you look at emissions, they're low right now. There's another airdrop in three months, and then the team / investor cliff in six months
-But in the short term, I think it could easily pump back to $1
-And in the long term, even with high emissions and unlocks, fair value is probably close to current price
Conclusion:
These are sizeable positions for me, though I still have lots of cash. Will start to deploy more if BTC gets close to $100K again. Which I don't think is likely. But will keep lots of cash just in case.
PUBLIC SERVICE ANNOUNCEMENT: The triangle offense was basketball with PURPOSE, the Bulls and Lakers had counters to everything the defense did. It was a game of chess for them.
But this type of offense sacrifices stats for Kobe and Jordan since they are not creating all the plays and getting assists. Even though it’s their amazing scoring threat that directly opens up all the shots for everyone else, it didn’t show up on the boxscore.
To the untrained eye who just looks at the boxscore, it will make you think LeBron is an AMAZING playmaker, but in reality Bron has never played in a true system. He has been the system, because thats the only way he knows how to play. He plays ACCIDENTAL basketball and drives and kicks all game to rack up assists. But this is not WINNING basketball. It is very predictable and usually results in Bron getting locked up come playoff time. This type of basketball is low level hoops, kids in the playgrounds play like that.
So next time some idiot on this app says, “Jordan and Kobe were not good playmakers”- show them this video. If Kobe and Jordan had the ball on top of the 3 EVERY possession and drove and kicked all game they would average a triple double. But they wouldn’t win..
They chose winning over cheap stat padding ✌🏻
@mightaswellbmac Targets dont matter because you should never sell.
" $CRV is the Bitcoin of DeFi " isn't a joke.
Roll all your gains into $CRV and the $CRV ecosystem and youll retire very rich. That simple over the next 10 years