Discretionary trader | ex poker pro
Rocketship
Joined September 2009
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Tailed @MoneyPrinter0x into $rune and $xmr
Beauty of this game is that we can agree on some trades and disagree on some.
Crypto is less and less safe with advancement of AI.
Exploit and hack risk are increasing exponentially with each passing day.
Websites are files on a computer. When you view a website, you are asking the computer to send you the files, then your browser shows them to you.
70% of the websites you see use PHP to make them interactive. So you can send things to the website too and it can respond. E.g. filling in a comment box and hitting 'post' adds the comment as a row to a spreadsheet.
PHP has a flaw in its code that allows anyone to gain control of the computer that has the website on it.
The organisation that provides PHP announced the vulnerability before a patch was available, meaning we're in a window where everyone knows about it (including baddies) but the good guys don't have an official solution.
Some are just turning off their websites and waiting for the solution. Others are trying to fix it themselves. General chaos and lots of stressed techies across literally the entire planet because this affects the entire internet.
$bb is the trade of 2027 this cycle. $1.2b in backlog at 5b fdv
QNX has reached a new milestone: $1.2B+ in royalty backlog. 📈
An increase of more than $250M since the end of FY26, driven by strong customer adoption of QNX software, particularly QNX SDP 8.0, together with the first Alloy Kore design win. bit.ly/4dJYo9w
$LPTH is currently sub 500m, an under-the-radar defense optics play benefiting from surging demand for infrared imaging, drones, and military surveillance.
China’s restrictions on germanium exports create a major opportunity for LPTH’s proprietary BlackDiamond infrared glass as a domestic alternative.
With revenue nearly doubling, a $110M+ backlog, and improving margins, LPTH has the potential to re-rate from a niche optics supplier into a strategic defense technology player.
$LPTH CEO의 오늘 짧은 인터뷰. 주로 사업/운영에 관한 내용이었지만 마지막 5분은 투자관련 3가지 포인트가 있음.
1. CEO는 블랙아웃 기간만 아니라면 현 주가에 자사주를 매수했을거라 함. 그만큼 현 주가가 저평가 되있다는 개인 의견임. 나도 동의하며 시장상황을 봐가며 추매를 고려중임.
2. 인수 목적으로 2개 회사를 고려했으나 비싼 벨류에이션 때문에 패스했다고 함. 인수 자금은 있지만 재정적인 절제를 보인점에서 긍정적이고 아주 칭찬함. CEO들은 종종 회사 몸집 불리려고 무분별적인 인수합병을 진행하곤 하는데, 적정 가격 이상 지불한 인수합병은 회사가 망하는 하나의 지름길임.
3. 반대로 LPTH가 인수합병 타겟이 되면 고려하겠지만, 현 주가에 매각은 "범죄"와 같다고 함. 주식회사로서 인수합병 오퍼가 오면 주주의 이익을 위해 고려를 하는게 당연함. 하지만 현 주가에 매각은 터무니 없음.
Started late but this might be best way to gain exposure of the biggest winner this cycle pre TGE.
Just 4-6 weeks more. Keep clicking
omni.variational.io/?ref=OMN…
Like any other ponzi, the ev from @papertrade_xyz is accumulating paper as soon as possible.
Built a position on $ethfi.
I think $ETHFI is one of the most interesting non-consensus bets in crypto. It’s tied for a top 3 allocation in Citrini’s latest portfolio at 10%, yet trades at just ~$690M FDV. The market still sees a restaking protocol, while I see a potential leading crypto-native neobank with early signs of real PMF. Unlike $DRV, $ETHFI is already accessible on most major CEXs, making it much easier for capital to flow in. Low enough valuation, real adoption, strong distribution and a narrative the market hasn’t fully priced in.
As a top 5% Abstract points holder, this one kinda sucks.
I genuinely thought @AbstractChain had a good vision. The team was trying to build something different, a consumer-focused chain rather than yet another DeFi ecosystem.
There were some genuinely cool apps, and I respect the effort to bring crypto to mainstream users. But building consumer adoption in crypto is incredibly difficult, especially in the current environment.
To their credit, it could’ve been worse. They could’ve continued raising money and farming users through another points campaign.
Still, I can’t help but wonder what would’ve happened if they had just gone ahead with a TGE.
Disappointing outcome, but I respect the attempt. Crypto is a tough game for both users and founders.
Bought a bag of $purr seems inevitable that it reaches ATH at some point this cycle.
Not my usual style to post half naked photos but what the hell
99 with ai and photoshop.
Hype = wealth
misclicked an onchain transaction and loss 600usd in fees.
onchain has the same UI/UX as 2021, no improvement in 5 years
Move all your trading to @variational_io .
If you’re holding spot, long it on variational instead. Get yourself exposed to the token of this cycle
Do not be lazy, do not fade it
omni.variational.io/?ref=OMN…