@dim_ss

Investments at Selini Capital

Joined January 2018
  • Tweets1.6K
  • Following999
  • Followers5.2K
147Media
2024 about to be a movie
Avi
@AviFelman8 Nov 2023
.@dim_ss is a our giga chad analyst, lucky to have him
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See you today 11.30am ET live. Posting the below without further comment.
Steady Lads
@0xSteadyLadsSep 11
Two weeks ago on the show, @TaikiMaeda2 was talking zcash:native around $800. This week it tagged $1,200+. Now it's giving it back. New episode Friday 9/11 @ 11:30am ET w/ @gametheorizing, @JustinCBram & @dim_ss asking Taiki if that was the dead cat bounce? 🔴 LIVE on @YouTube: youtube.com/live/LgzowlHh-NA…
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The Lads are back for their first episode of 2026! Is it time to celebrate 🎉 or is this a major top signal? 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #101 we cover: 📈 The State of Market 🏦 @saylor & $STRC 🥷 The Big Defi Hacks 📉 @zachxbt vs RaveDAO 🍝 Pasta of the Week & More! Full links below!
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Unironically, private markets are deeper on the bid side than public; price discovery is happening through SPVs that are now widely accessible. Like, wdym my uncle can buy a triple wrapped SPV for OpenAI at $900bn. Exit to who exactly on IPO?
José Maria Macedo
@ZeMariaMacedoMar 20
Robbinhood Ventures, which holds some of the best private companies (Databricks, Stripe, Revolut, etc), went public on NYSE and is trading at a ~10% discount to NAV Not a good sign for private market valuations when liquid wrappers trade *below* the illiquid underlying
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The Lads are ending 2025 with a bang!💥 It's our 100th Episode and it's packed full of amazing guests with @Citrini7, @vnovakovski & @thiccyth0t all joining to ring in the new year 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #100 we cover: 💯 Looking Back On 100 Shows 🔎 Reviewing 2025 Predictions 🔮 Predictions For 2026 🍝 Pasta of the Year & More! Full links below!
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The Lads are back once again with @dim_ss, and as brutal as it's been, they're seeing the glass as half full 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #99 we cover: 👨‍🏫 The Positive & Negative For Alts 💸 There's Still Money In The World 🛒 What's On Your Shopping List? 😵 The Time To Doompost Is Over 🍝 Pasta of the Week & More! Full links below!
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During a bear market, get ready for protocol “hacks”, “exploits", and crypto founders disappearing into the sunset like nothing ever happened 💨
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Damn I love African politics memes. This and the classic "corruption is not bad" one. Just perfectly encapsulates a big part of our space
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Proud of my friend @diogenes. He has been building with conviction and it's amazing to see it launch. Klyra mode.
Klyra@klyra30 Sep 2025
Trade Anywhere, Instantly. The widest range of assets from one account. No margin or positions micromanaging, pure execution. This is how trading should be. This is how you Trade to Win. klyra.com
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Ethena is truly cracked; Team, founder, and product all world class $ENA price vs circ. market cap? Downright diabolical
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The Lads are venturing back into the Wild West of crypto once again with special guest @dim_ss🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #97 we cover: 🤠 Is @HyperliquidX The Wild West? 🐋 DMs From The Whale! 🏖️ @fundstrat Is On Vacation 🍝 Pasta of the Week & More! Full links below!
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hi @fundstrat, maybe you can ask @MarkNewtonCMT to plz fix?
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The Lads are back after only a week, and they're bringing a slew of heavy hitters with them. Special guests @dgt10011 & @dim_ss join the pod! 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #95 we cover: 📈 A Path To Alt Season? 🏦 ETH Treasury Companies 🪙 Stablecoin Chains 🍝 Pasta of the Month & More! Full links below!
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About a month ago I said a real late-stage signal would be when everyone starts tracking corporate treasury flows the way they did for ETF flows Update: In 4 separate group chats in the past 24hrs everyone is discussing how to best track treasury flows for $BTC, $ETH, and $SOL
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Strategy ($MSTR) Q2 2025 Earnings Call TLDR by a friend:
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Update: took $BTC ~26h to mean revert back to $118K. The hungry side has shown its hand Thank you for the dip and your attention to this matter!
Dim Selk
@dim_ss25 Jul 2025
The force with which we rip back to $118K off Galaxy’s $BTC sells will tell us a lot about trend continuation potential. A lot of inflows from Saylor / $MSTR, Mara and other vehicles next week. Likely get's frontrun into the weekend
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$118K constitutes full mean reversion for me. We are at a Schelling point imo. With that being said, treasury game is still switched on, so base case is trend continuation from here
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Pretty busy Macro week with FOMC + PCE + NFP + Tariff deadline, so might see some broader derisking flows. I am treating it as psyops for now. The bet on BTC is very idiosyncratic
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Generation Moonshot: the post‑2020 retail cohort that treats every stimulus check like seed capital for call options and meme coins.
Solid Intel 📡
@solidintel_x25 Jul 2025
INTEL: Trump is considering issuing stimulus checks for low-income Americans as part of ongoing economic relief efforts
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The force with which we rip back to $118K off Galaxy’s $BTC sells will tell us a lot about trend continuation potential. A lot of inflows from Saylor / $MSTR, Mara and other vehicles next week. Likely get's frontrun into the weekend
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Corporate Treasury Trade Phases (as I see them): Phase 0: Saylor - $MSTR Phase 1: $BTC clones (Metaplanet/Oranje, etc) Phase 2: $ETH & $SOL vehicles Phase 3a: Foundation-led altcoin deals; Functioning as "capital markets arms" Phase 3b: Low effort altcoin wrappers; Exit pump specials
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Underwriting-wise, we are still in 3a, drifting into 3b
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Farm the early convexity, just don't be left holding the bag
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