i go live at 8:30am est. working on @counterpartytv
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My full conversation with @based16z
0:19 the Hyperliquid call
5:01 almost losing his $HYPE airdrop
8:27 life after life changing money
10:12 dating a billionaire's daughter
14:37 from online poker to Crypto
16:40 two trades made his year
20:56 the Snapchat trade
27:43 Sydney Sweeney $AEO trade
31:14 posters move markets
41:42 loot and rob
44:23 advice for a 20 year old
47:23 math lore
51:49 why he has no social media
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goodalexander says a blue wave in midterms could be bad for crypto but good for privacy coins
"With a blue wave, I am a little bit worried. In the case of a blue wave, Elizabeth Warren is going to be the banking chair."
"The entire thing is going to be about World Liberty Financial and Trump family stuff, and that clearly is not going to be good. It's like, why did you pardon CZ? 'Ah, you know, he seems like a good guy.' If Elizabeth Warren is the banking chair, it's going to be a crappy look."
"I think people are going to start to get afraid. The Brazil thing, the left wing, and Elizabeth Warren, and then people will be like, 'I need to get my money out of this place'. That's why I like Zcash, Monero, Bitcoin, a store of value run."
"The left wing populists are probably not going to love this Hyperliquid integration, but they are going to be super stoked about stealing your money."
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threadguy retweeted
in hindsight "2 years to escape the permanent underclass" was a narrative propagated by the AI industry to boost valuation growth faster by using fear
“hyperscaler”, “buildout”, “bottleneck” all terms designed to create fomo and instill grandiosity
“this makes engineers more efficient” doesn’t quite raise trillions
but “there will be no more engineers” just might
good news from all this financial carnage is hopefully it’s becoming clear that we all have time. anyone that says otherwise has something to sell.
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Mando warns Binance could recreate the post 10/10 pattern by liquidating both sides before Bitcoin falls lower
“After the October 10 crash, Bitcoin bounced and chopped around for approximately three weeks before it started plummeting. I think we could see something similar here.”
“Everyone believes this is their opportunity to make the money back, but Binance may spend the next few weeks pillaging traders.”
“HYPE looks relatively strong, but its funding is elevated and it feels like it’s inviting people to long. I wouldn’t trust anything that looks like that right now.”
“Binance controls a huge amount of perpetual-futures flow. When positioning becomes crowded, traders can be wicked out even if the broader trend eventually continues.”
“PEPE fell around 20% and then recovered above its previous price. Traders on both sides were destroyed.”
“We may experience two or three weeks of horrific chop before the real move arrives and my guess is that Bitcoin ultimately moves lower.”
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