natural language based OS engineer β’ curiosity maxing
Present
Joined June 2021
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Web1 was about company-first strategies.
Web2 about user-centric decision making.
Web3 is a ecosystem-first mindset.
gm Web3 π«‘
ππβΈ retweeted
hard to overstate how much i enjoyed this conversation. solana doomer 1
full interview with @solanadoomer1
0:26 buying Bitcoin in 2013
1:34 losing a 200 $ETH ICO wallet
3:51 $30K to $25M in 3 years
6:28 up $25M with a day job
8:08 momentum is the strategy
9:58 the PnL is what I want it to be
11:01 trading 100% from his phone
12:47 holding through the dips
16:38 $7M drawdown after $TRUMP
19:02 when to take money off the table
20:50 the $PUMP and $ZEC bullcase
ππβΈ retweeted
@notthreadguy is THAT guy.
from getting his first taste of internet money at 16, flipping sneakers and learning markets through hypebeast culture.
to dropping out of college and building a career on X, writing long-form content on NFTs and crypto.
next thing you know, heβs in LA living with @Banks, hosting events, and running his own podcast featuring the likes of Andrew Tate himself.
now heβs onto his latest chapter, building his own media company @counterpartytv and streaming daily on all things markets.
plus... why traders are becoming the new celebrities, why everyone is a trader whether they realize it or not, the financialization of everything, and why creator-led finance media is taking over,
we sat down with Threadguy to talk about all of it.
new episode of The Cap Table out now β
ππβΈ retweeted
Also thanks to whoever launched the @UsePaid token for me. I am not a holder nor am I endorsing but it has resulted in a big donation so thank you.
If tokens are your thing it's at J141JCiXKGcrhDCgWUTCL9qz7h943iCibNiLNfqZpump but DYOR, I will not be shouting it out again.
Claim portal is coming together and should be out within a few hours.
Thank you for everybody donating through X Money.
If you'd prefer to donate ETH/tokens, I spun up a dedicated address:
nftsaresafu.eth
In addition to the time spent and yet to spend, last night cost me $7500 in gas, so I appreciate all of the support π«‘
ππβΈ retweeted
Last cycle there was no fundamental reason to hold SOL, but also no reason to hold anything else. So people bought lots of SOL
Now thereβs still no reason to hold SOL, but there are reasons to hold other stuff (revenue & buybacks). So now people have to sell the SOL they bought for no reason in the past to go buy the good stuff. $25
iβve always liked SOL, but this cycle could broaden the opportunity beyond just holding SOL
SOL had huge runs across multiple cycles while a lot of the surrounding DeFi and infra trades struggled to capture the same upside
now more users and capital are moving onchain, and the ecosystem has had years to mature
that makes the broader Solana ecosystem a lot more interesting to me this time around
ππβΈ retweeted
ppl are so mad at this tweet that they're trying to community note it with my posts about shorts in May & June, which were very profitable btw
everyone is sidelined, pain trade is up
ππβΈ retweeted
the importance of NEAR is that it was very heavily venture backed and absorbed hundreds of millions of dollars of unlock sales completely. the VCs are out now.
this helps resolve the debate for institutional allocators, "Can anything other than BTC work"
ππβΈ retweeted
This thread is 100% gonna blow up and I am gonna look like a salty c****again but @icobeast pissed me off so now it's gonna get ugly
Kalshi fakes their crypto volume and I can prove it
NOTHING pisses me off more than watching a company treat its own customers like complete fucking idiots
Grab some popcorn cause I dissected every piece of evidence one by one until thereβs basically no way for him to respond without making this look even worse
Oh and FYI, I left every source at the end so yβall can check the receipts yourselves π
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