liam_xbt

Just got off a wild call.

The MSTR strategy is becoming incredibly popular… more than you realize.

Many many more coming soon.

Don’t sleep on MegaETH

Bought some $LOUD at $12m.

It’s bad for Kaito’s business if this token just dies.

A launchpad with holder perks is possible and would send this 3x+

Expecting some news in the next couple days.

What will be worth more in a month?

A) $LOUD
B) 4% fees to creators

Whales market projections are silly.

Loudio’s highest bid is $80 at $11m.

It’s clearly -EV to trade $LOUD as you’re incurring ~10% in fees.

But the trenches will be unable to help themselves.

I don’t own enough Hyperliquid

One billion dollar liquidation then up only

Unit bias works in reverse.

It’s motivating to get more BTC when you realize how little you have.

Trading perps is the most unproductive thing I do.

My PnL would be negative if it wasn't for one high conviction win.

The amount of analysis and urge to constantly check the markets is a huge time sink too.

Moving $ off Hyperliquid to farm HyperEVM.

The two ways to make it in crypto:

1. Be the best at one thing
2. Be early to new things

Exchanges are shaking in their boots.

Expect more attacks on Hyperliquid.

Every dip will be for buying.

Ethos NFTs are trading like a 9-figure token is coming.

Yet virtually no one is actively farming.

Time to buy the dip

Just sold my Ethos NFT for 5 ETH.

It pays to try out new things.

Echo replaces VC.

Launchcoin replaces kickstarter.

The difference between the Launchcoin meta and AI meta is the ability to dream.

I genuinely believed some AI coins could run to billions.

The tech was novel and not anchored to any existing comps.

Web2 businesses on chain are not the same — they’re anchored to comparable valuations and rev multiples.

Launchcoin may keep crushing but I don’t think we’ll see $100m+ runners.

Show me Launchcoin at $1B.

And I quit my job right now to work for internet capital markets.

The 80/20 crypto strategy:

1. Hold BTC
2. Farm promising projects
3. Make a few high conviction bets
4. Trench during parabolic windows

Fear and greed index jumped from 15 to 75 in a month.