UD

Slow thoughts on fast money. Asking the second question when most stop at the first.

Building @Northstarlabs_

[UD @udthinks]

Too many people in Web3 lie on their resumes.
It might get you through the door, but it never gets you far.
Let’s talk about how this really affects teams, how founders can spot it and why honesty is your biggest long term edge. 🧵

[UD @udthinks]

@ThinkingUSD if losing one integration does that to the chart the market was pricing the robinhood logo not the volume

[UD @udthinks]

@frankdegods etfs bled about $228M this week and it still held. so who is they

[UD @udthinks]

@wavymaverick and retail mostly have no idea

[UD @udthinks]

this week mastercard schwab stripe and japan's megabanks all built the same thing

shelves

crypto won the plumbing
i'm just not sure we're the ones collecting rent https://t.co/rWqlSGE1Qa

[UD @udthinks]

@ThinkingUSD my list is ready. my nerve is the part that never shows up

[UD @udthinks]

@ThinkingUSD the neocloud part is the one i'd stay up for. curious if you see CRWV as a picks and shovels trade or just leverage on someone else's AI capex

[UD @udthinks]

@cz_binance the whole point of a hardware wallet is that it looks boring. a phone that screams BNB is a target with a battery

[UD @udthinks]

@Zeneca the last 100M in 22 days is the real headline. how much of that is daily spend vs people farming the cashback

[UD @udthinks]

@waleswoosh token's whole job was paying people to tweet about the token. every reward was a sell order with a timer on it

[UD @udthinks]

@blknoiz06 ct got there first. pump fun candles hold me longer than any reel ever has

[UD @udthinks]

@Zeneca you farmed PAPER by losing. every holder already paid full price

[UD @udthinks]

@BayardXBT the hard part is you only know which regime you were in 90 days later. in the moment every bad headline feels like Terra🫰

[UD @udthinks]

@crypticd22 been through a few of these max fear sundays and the buying was never the hard part. sizing small enough that a red monday can't shake me out was.

[UD @udthinks]

@castronft36 It's already late if you don't know that🫠

[UD @udthinks]

everyone wanted to be early

nobody wanted to be early for this long

[UD @udthinks]

@DaanCrypto saw people opening 40x shorts today and calling it a hedge. a crash the whole timeline is positioned for a day early rarely shows up on schedule

[UD @udthinks]

@waleswoosh Picture is the reason why Wale don't show himself

[UD @udthinks]

@avalanchexbt Can I kill avalanche?

[UD @udthinks]

@lokithebird watching half my feed is people ripping card packs. feels like the jpeg crowd quietly turned into a trading card crowd

[UD @udthinks]

@MINHxDYNASTY quiet bank manager who's secretly the most dangerous guy in the room is basically every OG holder who stopped posting in the bear