Crypto & equities trader. Investor. First principles over consensus

Joined May 2016
Bitcoin is going to $200k And there's nothing you can do about it
Buy at $50k - $64k Sell at $170k - $190k It really is that simple
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Xremlin retweeted
Revenue is the new narrative Crypto’s finally at the point where earnings matter Top 12 protocols by P/E: $PUMP - @Pumpfun $MET - @MeteoraAG $RAY - @Raydium $ORCA - @orca_so $LDO - @LidoFinance $SKY - @SkyEcosystem $LIT - @Lighter_xyz $ETHFI - @ether_fi $SYRUP - @maplefinance $JUP - @JupiterExchange $CAKE - @PancakeSwap $HYPE - @HyperliquidX
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Revenue is the new narrative Crypto’s finally at the point where earnings matter Top 12 protocols by P/E: $PUMP - @Pumpfun $MET - @MeteoraAG $RAY - @Raydium $ORCA - @orca_so $LDO - @LidoFinance $SKY - @SkyEcosystem $LIT - @Lighter_xyz $ETHFI - @ether_fi $SYRUP - @maplefinance $JUP - @JupiterExchange $CAKE - @PancakeSwap $HYPE - @HyperliquidX
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* Data from @DefiLlama * Forward P/E: market cap ÷ (last 30d earnings × 12) * Only protocols with > $100M market cap * Top 4 are all on Solana because of the recent onchain season; on full-year earnings they’d look less cheap
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Xremlin retweeted
Top 3 Across 10 Sectors: Privacy: $ZEC, $XMR, $ZAMA Perp DEX: $HYPE, $LIT, $ASTER Private AI: $VVV, $NEAR, ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e RWA Infrastructure: $PLUME, $LINK, $CFG AI Inference: $ORBIO, solana:nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7, $SURPLUS Tokenization: $ONDO, $BP, $UNI DePIN: solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof, $FIL, $PEAQ AI Infrastructure: $TAO, $0G, $IO DeFi: $UNI, $PENDLE, $AAVE Onchain: $PUMP
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Top 3 Across 10 Sectors: Privacy: $ZEC, $XMR, $ZAMA Perp DEX: $HYPE, $LIT, $ASTER Private AI: $VVV, $NEAR, ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e RWA Infrastructure: $PLUME, $LINK, $CFG AI Inference: $ORBIO, solana:nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7, $SURPLUS Tokenization: $ONDO, $BP, $UNI DePIN: solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof, $FIL, $PEAQ AI Infrastructure: $TAO, $0G, $IO DeFi: $UNI, $PENDLE, $AAVE Onchain: $PUMP
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Xremlin retweeted
Think it's clear now which sectors win this cycle - Privacy - Revenue coins - Tokenization / RWA - Private AI / Inference - Memecoins Which ones are you in?
27%Privacy
18%Revenue
34%AI
20%Memecoins
44 votes • Final results
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Think it's clear now which sectors win this cycle - Privacy - Revenue coins - Tokenization / RWA - Private AI / Inference - Memecoins Which ones are you in?
27%Privacy
18%Revenue
34%AI
20%Memecoins
44 votes • Final results
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Nobody is ready for this A pullback that scares the shit out of everyone Exactly what happened in 2023 Generational entry for anyone sidelined
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Xremlin retweeted
RHC is still ridiculously early A few alts can grow into billions My top 6 rn based on tech, team, and roadmap A: $ORBIO Marketplace + API gateway for discounted AI inference credits Hold/stake ORBIO → earn CREDIT → trade or activate → spend on AI inference B: $INDEX Index is a growing tokenized asset ecosystem: Indices turns protocol fees into stock rewards, buybacks, or liquidity; Blend lets anyone build and trade ETF-like baskets; Revenue across the ecosystem flows back into INDEX C: $UBIK Product not revealed yet — appears to be a persistent data/memory layer for AI agents that pulls context across platforms and serves it back when needed Built by @aixbt_agent dev D: $ZZZ The coordination layer for AI agents & humans, members propose ideas, AI turns them into structured tasks, and humans or agents execute them GMX dev behind it E: $PRISM RWA marketplace + DEX for finding and trading tokenized stocks, treasuries, gold, real estate etc., with asset verification, aggregated liquidity/routing, and LP rewards built in F: $PROLOGUE A Uniswap v4 DEX where each asset pair gets its own market logic, protocol dynamically adjusts swap fees depending on volatility, time and market sentiment, pricing risky assets more efficiently
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RHC is still ridiculously early A few alts can grow into billions My top 6 rn based on tech, team, and roadmap A: $ORBIO Marketplace + API gateway for discounted AI inference credits Hold/stake ORBIO → earn CREDIT → trade or activate → spend on AI inference B: $INDEX Index is a growing tokenized asset ecosystem: Indices turns protocol fees into stock rewards, buybacks, or liquidity; Blend lets anyone build and trade ETF-like baskets; Revenue across the ecosystem flows back into INDEX C: $UBIK Product not revealed yet — appears to be a persistent data/memory layer for AI agents that pulls context across platforms and serves it back when needed Built by @aixbt_agent dev D: $ZZZ The coordination layer for AI agents & humans, members propose ideas, AI turns them into structured tasks, and humans or agents execute them GMX dev behind it E: $PRISM RWA marketplace + DEX for finding and trading tokenized stocks, treasuries, gold, real estate etc., with asset verification, aggregated liquidity/routing, and LP rewards built in F: $PROLOGUE A Uniswap v4 DEX where each asset pair gets its own market logic, protocol dynamically adjusts swap fees depending on volatility, time and market sentiment, pricing risky assets more efficiently
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Bitcoin is going to $200k And there's nothing you can do about it
Bitcoin is going to $200k And there's nothing you can do about it
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Xremlin retweeted
Bear market is OVER Rate hike No clarity act BTC still at 76K That's as bullish as it gets
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Bear market is OVER Rate hike No clarity act BTC still at 76K That's as bullish as it gets
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The hard road goes from 75K to 90K The easy road goes from 100K to 200K In 2023 it took 60 days of horrible PA to break out Bitcoin has also only gone up after three of the last 14 FOMCs Anyway, 90K BTC this year is inevitable
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Xremlin retweeted
“The clarity act not passing is extremely bearish for crypto.” “No it’s not, have you read the act?” “No, have you?” “No.”
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Robinhood sent GME from $1B to $35B Robinhood helped send DOGE to $88B Only one meme from RH chain has been listed so far The next one will be a meme/stock pair What's the only meme/stock coin Vlad is following?
i wasn't wrong i was just early $1B or bust $MEME
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Here's how to play it right: 1. Ignore the coin completely 2. Create a watchlist of coins you wanted to buy but were too expensive 3. Buy the inevitable dip on all chains 4. Wait until LAPTOP slow rugs 5. Your memes are funny again
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Xremlin retweeted
i wasn't wrong i was just early $1B or bust $MEME
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