AltcoinPsycho

we shouldn’t tokenize everything

tokens force teams to play short term games. they distract stakeholders as product narrative gets hijacked by price narrative.

tokens are why we have few 0 to 1 companies

if today doesn’t make you long term bullish on Bitcoin, idk what will.

it’s never been more obvious.

solana -

not sure I'll get this entry, but I like this setup for a quick long if price goes lower

ethena looks pretty good here.

circle ipo will be a bullish narrative catalyst for this imo.

quite confident ETH will make a new high in the next 12 months, especially as bitcoin continues to get more expensive in relative terms.

never under-estimate the late beta chasers.

friendly reminder that many ‘top signals’ are simply just mass adoption in progress

I’ve seen countless people remain perma-sidelined over the years because they think every new adoption milestone is a top signal

I often get asked by people in this industry why I’m so anonymous.

it’s always amazed me that in an industry created by an anon, anonymity is still taboo in some crypto circles.

these type of headlines will sadly only become more frequent.