cpt n3mo
@cptn3mox
VC | Markets @hashed_official Tweets are my personal views and not representative of my company nor financial advice.
Yes but on the AI meta I do think it comes back - although 90% of tokens won’t. There’ll be new runners with probably the same narrative but repackaged. For the 10% old AI names, I’d want to identify teams that just kept shipping, tweeting for the last 6 mths despite…
I have began accumulating some bags for this thesis I am pretty unsure if it'll be launchpad, meme, DeFi, etc, spreading smaller bets to add to later Don't think it'll be AI again but let's see
Gm to the only coin that fills Upbit wicks and announcement wicks in days $ENA
Seems as though the DAT phenomenon is quite divisive, wanted to share some thoughts on why we thought this was a worthwhile pursuit:
Onchain holding up like champs during this nuke - my sector picks: DeFi / eth - $EUL AI / base - $REI Meme, Bonk eco / sol - #USELESS $GP
Sick new update by @JupPro showing "runners" per launchpad on solana These would be any token that hits >$1M mcap + >$100k liq + >1k holders within a 24h period, and sustains said metrics throughout Big dominance by @bonk_fun (multiple runners daily) and some @believeapp once…
25% of total upbit volume driven by 2 pairs. No, they are not majors - i'd wanna be long those two if i were bullish in upcoming week
Curve And Euler Launches on Telegram Navigate DeFi smarter with today’s top insights: news.todayindefi.com/p/curve-and-eu…
Gm $ETH clean breakout like what we wanted
ETH's 5th attempt at breaking out of this 2.7k resistance level. Marked this level in early May when US-China trade tensions mellowed and crypto market ripped. ETH teleported from 1.8k to 2.8k. Also a key area when SharpLink Gaming announced the first corporate treasury…
gm to the new gen of ETH outperformers: $ENS, $ETHFI, $ENA, $EIGEN $ARB only one from old gen cuz Robinhood + PayPal integration
2 of my fav DeFi protocols collaborating Both led by gigabrain Brit chads
Euler and Ethena fueling Stablecoin Summer. Lenders of $USDtb now earn $USDtb rewards, including on looped positions. All on top of active rEUL rewards.
ETHBTC v SOLETH: tell me you're unwinding without telling me you're unwinding 1 asset is loved a lot more than the other 2
I used to sell ETH to buy some base runners but it's too precious now.. smh
In a group where "max long, holiday and chill" was the mantra since 2 weeks ago - spoiler: they been chadding
First real pullback for $EUL since chart went parabolic from $7. Good to see an exchange of hands and would be more worried if this just went vertical. Was a bargain yesterday, is a bigger bargain today at $380M FDV against $2.5B TVL and $1.3B loan book
