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Gavin retweeted
40M → 3B → Web 3 VC Investing & AI | Alpha Uncovered x Kelvin Koh (@SpartanBlack_1 ), Spartan Group (@TheSpartanGroup) youtu.be/ACS1H4FEEIk?si=5Bcz…
Inside how the altcoin cycle really works — from private market hype to public market reality. Kelvin breaks down why valuations exploded from $40M to billions, why many tokens collapse after launch, and how venture capital dynamics shape what retail investors eventually see.
From “tech is not the moat” to the constant rotation of narratives — #BTC #L2s , #AI , #stablecoins — this is a framework for understanding where capital flows, and where it doesn’t.
This isn’t about chasing the next coin. It’s about understanding the cycle before it repeats.
1/8 — Big picture:
Markets aren’t crashing because of fear.
They’re repricing a new macro sequence.
The Warsh framework is simple but disruptive:
QT first, rate cuts later.
That order matters.
Gavin retweeted
Top 10 Updates of 2025
1️⃣ Multi-platform: Web & Extension
2️⃣ Advanced data tools: Signals & Tracker
3️⃣ Diverse trading options: Meme Rush & Limit Order
4️⃣ Alpha Trading: Point & Event
5️⃣ Booster Program
6️⃣ Stock Token
7️⃣ Binance Wallet Referral
8️⃣ Secure Auto-Sign
9️⃣ Multiple Keyless Wallets
🔟 Comprehensive Security: Transaction simulation, real-time alerts & multi-risk token audits
👇 Which update is your favorite? Tell us in the comments!
Gavin retweeted
FTX/Alameda had a fail safe in case authorities were ever on to them. The hack last night was an internal system meant to delete data & evidence.
Fortunately, even without specifics I alone have enough to send Caroline, Gary Wang, Dan Friedberg, and SBF to prison for life.
When you find that there is nothing worth investing in #us30 of Dow Jones, it means that the stock market has come to an end, and it does not correctly represent the future without Bitcoin.
#StockMarket #Cryptocurrency