Calibrating the compass to wisdom and good judgment.
Joined September 2009
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Don't just accept responsibility, seek it. Accepting a lot makes you robust, seeking a lot sets you up for failures and makes you #antifragile.
Over a year in the solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp mines and more bullish than ever! Slowly worked up to top 50 unrefined with no claims. Team, community, and vision is clear for me. ⛏️⛏️⛏️
solana:METAewgxyPbgwsseH8T16a39CQ5VyVxZi9zXiDPY18m breaking out of 2026 range with volume after new RWA announcement is something to keep an eye on. Metaplex are a solid OG team and 62m mcap looks cheap relative to others. Worth a flier, imo.
solana:AaEhFTX4naHSWSXz9TVe5QgLbtSLT8ZqYJGZzDDcoroh with the juice just as solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN is breaking out of its 10 month range.
bakes ⛏️ retweeted
as someone who has actually been here since inception, this is rather funny
you see a version of this every 5 months for years
Solana is in the best place it's been in since inception
- leads RWA growth
- leads spot
- leads scale with more scale than all other chains ***combined*** including "newcomers"
- is not a multisig server
- just got 2x faster
- just doubled blockspace
- just passed disinflation proposal
- has the highest number of rev generating startups
- *does* have a great path w.r.t perps with a dozen integrations coming up
- has an upcoming most scalable privacy and private defi layer in all of crypto
- is the most battled tested blockchain at mass scale in existence
- is top 2/3 in literally everything
this is not to say it is perfect or is without its troubles. it has a lot of work to do. and the best track record for doing it.
it is simply to say "it's in the most perilous place it's ever been in" is nonsense slop
trillions
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Intuition is not objective like TA or hard data, but it’s surprisingly accurate with experience.
E.G. a painful trade is often correct. All-in SOL at $10 and $70 hurt bc it was non-consensus. The most painful trade right now is to fight the urge to sell.
This week a lot of bad thoughts surfaced and I'm sharing cause writing is how I improve
Last week was my second best week ever in rPNL but didn't get me excited, was more of a relief to think "I still got it in me"
From that moment I've been thinking about closing, opening, closing, opening...an endless loop of bad decisions
Tried to exit and get in several times, and even though PNL went up slightly (thanks bull market for easy conditions) it would've been wiser to stay put and hold, or just take some money out of the table and wait for a pullback to bid
Been looking at so much stuff at the same time and consuming maybe too much information that doesn't do anything other than confuse my mind
The start of a bull run is extremely difficult mentally IMO, you still have a lot of PTSD and have to basically turn it off otherwise you're chopping yourself up
I think I finally did this today and am thankful for getting to this point so fast
So what I'll do is relax, try to sleep properly, and let my positions play out, ignore short term price action, be more selective with the things I consume
With 4d still left, 50% of the votes required are in, and 98% are in favor. It looks like solana:So11111111111111111111111111111111111111112’s Double Disinflation will pass 🤞. I think we are going to make it bredren.
My guy @MalatonKnows means business and is a $serious chad. I stand with him and am blasting the chart daily.
Haven’t had this kind of clarity in a while…
I hope everyone with physical was able to take profits. All you needed to do was to take some time off work, go to your home safe or the bank safe deposit box, withdraw, drive to the local precious metals store, park, walk over with a bag full of valuables, pray not to get robbed, wait in line, and eventually sell and hope they could take all your size with minimal slippage.
Or if you were lucky enough to have a really large bag, hopefully you ordered an insured courier to pickup your metals and timed it perfectly so that you could sell the top, minus the 1% slippage + fees.
bakes ⛏️ retweeted
Big start to 2026. Here's what launched this week in ORE:
1. ORE privacy pool with @theprivacycash
2. TurboORE with @DeFiCarrot
3. stORE liquid staking token
4. stORE privacy pool
5. stORE became #1 privacy pool on Solana
6. stORE live on @kamino swap
7. X space with Carrot
🧵