kellius
@kelxyz_
investing + research
2009-2017: hard money 2017-2024: programmable money 2025-2030: intelligent money
only goal in life when you reach the end Will your God. Be stunned and amazed by your efforts
A delay in the underlying dataset for my Pump dashboards led to 24 hour volume calculations seeming much lower than they should. (due to missing data) Assume any screenshots sharing PumpFun Volume from any of my dashboards between 16:25 UTC Friday (yesterday) - 13:00 UTC…
yeah as frothy as it seems I lean towards "no" on the question of: does the proliferation of altcoin strategy companies mark the global top of the maket? leaning towards trend testing before unit bias trick swoons retail + juiced reflexive yields swoons tradfi lower then higher
this is a great read but also my takeaway is “damn the investment trust trade went on for a very long time before it imploded”
yes if we assume that: > biggest companies + BTC to 5-6T > The next class of winners to 1T > Hype succeeds in winning a material % of world finance > Jeff continues to long his longs, doesnt sell or defers team vest > Forget $800 per point, $800 per coin
Still early tbf, hyperEVM wasn’t even compitable till like mid April.
have read a lot on position sizing but want more resources on l/s shill best reads on the theory and practice of long short investing pls
When all the top protocols on Hyperliquid launch tokens, is there any reason those tokens would trade on the EVM? Or will they all be mostly isolated to core
A rare personal update: I’m excited to announce the start of a new chapter. One that brings together the people, themes, and values that have defined my journey so far. Over the past three years, I’ve had the privilege of working closely with some of the most ambitious…
liminal is a great protocol in the making will have a huge influence on market structure, alts will be cheap to long 6 months to a year from now just as ETH is now due to ethena It seems small / low yielding / inefficient today but token support and leverage support will only…
A promising start for Epoch 1 🤓 Watching Liminal caps right now? You probably should gLiminal