Ansem 🐂🀄️ @blknoiz06

not sure why ppl are obsessing over the nav on existing investments when the bet is on robotics growing 100x & robostrategy being the entity that allocates the most efficiently into that industry, its much more so a future growth bet than a bet on existing value of illiquid investments

they have some robotics investments determined to have some value, but the stock isnt trading 1 to 1 with that value its trading at a premium because its hard for average person to get access to these investments & also ppl are assuming in the future those investments will be worth more

@tradexyz @sershokunin can we get @RoboStrategy please sir 🫩🫩🫩

i just think its funny how ppl place ceilings on things that have actual value, but we sent assets driven purely by memetics & attention to billions in market cap obviously these are not two similar assets, but every asset has some speculative premium that's driven by attention & not by its actual fundamentals, same with spacex/tesla etc etc

@Jackkk robostrategy market cap is currently 90% lower than peak dogwifhat 😂😂😂

@b00gi3 @memecoinkartel 44k 44 imo it just may take awhile

RT @log1_053: Ngl start to agree on this. Starting to be a bit too much all this, although you know max saylor fud is bottoms. But yeh he…

was wrong on $60k breakdown for now, closed shorts from higher, expecting consolidation between 60-65k for now still think that a lot of alts look good, many got completely wiped out on 10/10 and have been sideways for 8 months with some building momentum core should be HYPE, others like [VVV, JTO, WLD, LIT, NEAR, ZEC] look good to me also will still look for hedge shorts on BTC/ETH/SOL on retests, if btc gets back above 65k cleanly i think it goes back to range highs around 75-80k & will cut bearish bias on majors

so saylor just continued selling mstr shares, $100M to buy bitcoin & $100M to their cash reserves if he's just gonna commit to diluting mstr holders & buying btc until it goes back up i vote we just ignore bro altogether

RT @Evan_ss6: Citrini's thematic update has a significant writeup on Hyperliquid "Hyperliquid is the non-custodial antidote to FTX's failu…

@Trader1PA lazy to group all alts under one group imo

buying spot hype* https://t.co/CBZUy2dYP5

RT @blknoiz06: @sayinshallah disagree, crypto is just going through a maturation phase stablecoins, perps, & tokenization as themes will c…

disagree, crypto is just going through a maturation phase stablecoins, perps, & tokenization as themes will continue to proliferate throughout the global economy, and there will be many successful crypto startups that do well hyperliquid is just the first of many startups that has done a great job of illustrating how open blockchains & tokenization of a business can be a dominant combination current issues with sentiment around crypto are due to the largest coins not doing well, BTC went from $0.01 to $100k per coin in less than two decades, it very successfully achieved it's goal of maintaining value against the dollar as USD continuously lost its value, present day problems with the ponzification of bitcoin due to saylor's shenanigans is a temporary thing, i dont think you see btc trend aggressively again until that situation is resolved, also quantum concerns are real, those two things along with exit liquidity from institutions were strong reasons for BTC OGs to derisk into excess liquidity as we've seen examples of with that large galaxy otc sale they facilitated ($9B sale in 2025 for one entity), there are many individuals like that who are up infinite but bitcoin underperforming for a few years after outperforming every other asset on earth for over a decade does not mean crypto is dead, thats silly ethereum also is suffering for its own individual reasons, i feel like ive talked about this enough on here but yes its been outcompeted by new entrants & has not done a good job of making eth a great asset to hold, every L1 is struggling on the demand side because historically the story around these tokens was future growth & not real revenues, but now that hyperliquid has demonstrably shown that you can connect a business directly to the L1 token the previous L1s are struggling bc they dont capture enough revenues from the apps that use their infra, eth has it even worse bc it also outsources execution activity to rollups but this also does not mean there cannot be more successful crypto startups there is a very clear trend of regulation improving for crypto in general, which will make it much easier for entrepreneurs to build businesses that use crypto, it is also clear that existing tech companies are acknowledging the advantages of using blockchains as we've seen with robinhood, stripe/tempo, & others AI has taken a lot of the mindshare away from crypto as tech stocks have been much better trades since the bottom in 2022, id say it would be extremely foolish to not be splitting time between stocks & crypto as a trader, before it made sense to be overexposed to crypto if you were willing to take on the risk as it was a new industry that experienced supernormal returns as it became more mainstream three underdiscussed tailwinds for crypto as AI models become exponentially better over the next few years 1) open source AI will become a lot more competitive with closed source AI 2) it will become more easier for smaller teams to build successful startups using software 3) stablecoins & blockchains are much better rails for AI agents to transact on combination of these trends means that it's likely that you see more crypto experimentation w/ tokens not less, especially as regulatory environment improves *and* retail speculation becomes a megatrend

@saylor @Strategy

@schizohustler used to be my bear market special

@based16z my conclusion is that btc has a lot of passive holders that are just unaware of the current change in dynamic that has driven pa since 2020

i was moreso saying that price action is fractal on all assets that have a price & time, doesnt really matter what it is but you are saying that btc cant drop 50% because theres an institutional floor? as in the etf buyers & saylor? i dont necessarily agree with that, they can also sell, most etf buyers are actually underwater at this point if you look at $IBIT and when it started trading

RT @SpaceInvestor_: $SPCX Reality truly setting in seeing SpaceX on the official Nasdaq IPO calendar table page

we really got saylor news monday on whether he sold billions of bitcoin... or if he didnt and needs to sell billions of bitcoin later, then we have space x ipo on thursday we have one of the most aggressive liquidity & attention sucks at the same time as v critical news dropping

MAG7 looks like failed breakout at the highs to me, likely pullback into more consolidation before higher

RT @2170cell: She asked my favorite position I said probably eth short

@fastlifejonny @_bolivian brother i gave you guys the pico bottom and pico top on this token twice in a four year span im not trying to do anything but tell yall where i think its going

RT @cryptoxlr: @blknoiz06 if you're in crypto, pivot to crack