
new arc incoming... prev: Ecosystem Lead 🧢 @AnimocaBrands
Joined March 2021
- Tweets29.1K
- Following2.3K
- Followers6.6K
- Likes44.5K
Some of the best salespeople I've met would fly across the world just for 2 minutes with a decision maker
not to share an idea, but to show a result
something they built and how it could solve a problem that person already has
that makes you way more memorable than telling someone about a great idea
crypto wasn't aura-less
I would actually argue that it had the most aura when nobody was watching and people were here to build
make the biggest winner the poster boy
and you just attract more people trying to extract
good people building cool products = aura
FaZe Banks explains why Kimchi partnering with Bottega Veneta is a huge win for the industry
FaZe Banks: “He’s for sure gonna be able to leverage all this attention to go make $40,000,000. He's 22 years old”
Ansem: “Bro he got a partnership with Bottega Veneta. That’s lit”
FaZe Banks: “It is lit. I don't care if that's your cup of tea. I don't care if you want to wear Bottega but one thing is fact. We should all be able to come to the consensus, that is good for crypto”
“Crypto's biggest issue has been swagless, aura-less. Objectively this is good for us like legitimately could be good for Bitcoin”
The most underrated risk tool isn't a stop loss or some fancy technique
It's a separate bucket
Long-term holds and cash in one gambling money in the other
Zeneca is making a great point here
You can take it one step further put profits in a vault you barely touch - different wallet, harder to open
You'll still do dumb stuff on a red weekend, you just can't touch what you actually believe in
Knowing you're an investor and not a trader (or the other way around) is an edge, and it takes a certain level of self-clarity
Most people try to be both
I shorted the market over the weekend
And then I longed it
And then I hedged
And then I closed a long at the bottom
Then I closed another long at the bottom
I am not a perps trader. I never have been. I've lost money trading perps pretty much my whole crypto career. I don't really have the discipline for it, and I struggle to implement and stick to systems.
I get carried away by narratives, and by emotions. I know all of this.
So the way I do my perps trading is to set aside ~1% of my total portfolio and treat it as gambling money. For some reason, I get a lot more invested (emotionally, intellectually) about how my tiny perps positions are doing and it distracts me from worrying or caring about my longer term spot positions.
So yeah I lost a few thousand dollars doing random shit on perp dexes this weekend, but it prevented me from touching my conviction bags and it entertained my wee little degenerate gambling mind.
Highly recommend segmenting your portfolio and having your long term holds and spot positions (and cash) in one basket, and your gambling positions in another - for leverage, for meme coins, for whatever you want to FOMO in or out of.
Kudos to all the great traders out there who can profit through volatility, but I am more of an investor than a trader, and I know my strengths and weaknesses, and am content with staying in my lane.
paper now trading at ≈ $0.03 on hyperliquid
it's been a good weekend
PumpFun didn't add perps to win perp traders
they added it to stop the leak
most memecoin winners keep gambling
but the big ones eventually take money off the table
to a major perp dex, to a cex, to a "real" position
now that next step is one tab away inside the same app
not the big perps traders imo but the memecoin winners they want to keep in their ecosystem
JUST IN: PumpFun launches crypto perpetual futures trading powered by Hyperliquid $HYPE.
Slow Saturday morning while my staked paper continues to print USDC rewards
Couldn’t be less bothered by the copies that came out over the last few days
If you bet on a novel project or mechanism, betting on the first mover usually carries the best upside
Yes, this space is volatile
Yes, it's extremely competitive
Yes, it can be draining if you don't manage it well
But it's also given me something I never expected
Friends from every corner of the world
Countries I'd probably never have visited
Working on things that are genuinely at the edge of what's new and an industry that never sits still
Had a chat with friends back home recently. Same city, same routine, same conversations every year
Made me realize how much this space has opened up for me
The downsides are real
But the upside wins, every time
If one CPI print flips your whole thesis, you never had one
Two days ago the timeline was calling all-time highs by Christmas
Today everyone's max short
Honestly this is why being in the market every day can get so frustrating
One day everyone's bullish, then one data point hits and it all flips. Then it flips back again
You end up not knowing what to believe anymore
Most people shouldn't be swing trading their emotions
Form your own view, think longer term, and stick to it
Don't let the daily noise change your mind every single day
Zoom out. Stay sane
Memecoins are just a mirror of our generation
Everyone wants the cheat code. Lean in 30 days, rich in 30 days
And honestly, I get it. When people look at housing prices and inflation, gambling on a coin feels like the only way out
But most people treat it like a casino. They keep spinning until it all goes to zero
The few who win, whether it's 10k, 100k or a mil, do something different
They take it and move on to the real game
Stocks. Real markets. Real edge
Start where the attention is with $100 because that's your only edge
Then graduate when you've earned it
That to me is aura
Togi thinks making millions from stocks is much cooler than getting rich trading memecoins, saying memecoin traders have no aura
“No shade to Kimchi but he made $40,000,000 off of TRUMP. It’s so not cool”
“You know who's cool? The Big Short guy. Roaring Kitty. Wolf of Wall Street. The point is it's very cool to make money the old fashioned way in the stock market”
“How legendary is it to want to be that guy that made $10,000,000 doing stocks, the guy that made $5,000,000 fishing? It's much cooler than the guy that made money gambling”
“The memecoin thing is very shady. So it's like that just has no aura”
When I first got into crypto, a hardware wallet was the answer
Buy a Ledger, write down your seed, sleep well at night
Watching this unfold, it's clear there is no 100% safe solution
Not your keys, not your coins, but even your keys aren't fully yours if the device was compromised before you opened it
The only real protection left is not putting everything in one place
Multiple wallets, multiple devices, some on exchanges, some offline
Spread it out
UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users.
I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet).
The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries).
My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold.
Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk.
I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it.
If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!
Late night KL thoughts after an incredible time at Token
Being heads down grinding at home matters, but nothing motivates you like being around the right people in person - the convos, the new connections, the ambitions people share openly
2.5 months left in 2026, make it count
How long it took some of the biggest Perp Dexes like Hyperliquid to get to $50B compared to @papertrade_xyz
Happy 10/10
30B+ Trading Volume within the first 50 minutes and OI close at 2B soon
@papertrade_xyz launching on the 1 year anniversary of 10/10 while every crypto bro is in SG getting ready for F1, pure cinema
And another Token 2049 ✅
> Hosted two private dinners (forget big scale events) and had some of the best feedback ever
> Reconnected with amazing colleagues and frens and met new interesting people from around the world
At the end of the day its about the people
i have been only 2 side events this year thanks to the private dinners and lunches i had with good people and was lucky enough to host dinners back to back with @lucainweb3 and had some amazing people to vibe with
no tags, iykyk but thanks everyone one joining us <3
and yes i choose the picture with Elisa and Ankh's eye closed on porpuse
see yall in next year 🫡
Good to be back in SG 🇸🇬
Looking forward to seeing some of my favorite people! 👇🏻
organizing some private dinners throughout token with @lucainweb3 as we believe curated small gatherings always better
reach out to any of us to join, first dinner is tomorrow so hit us up quickly if youre around 🫡
Days like today are completely normal
We've been patient through six months of red. But the second the market gets hot and one flash crash hits, everyone forgets that patience entirely
Nothing goes up in a straight line
Maybe the move today isn't checking the charts every ten minutes. Maybe it's just stepping away
This is starting to look like the ZEC NFT mini-meta Last 24h:
@zec_bit - Genesis doing real volume (~281 ZEC)
@zksnarks_ - secondary live, already under the 1.5 ZEC print after the ZachXBT FUD
@zaddrnet - mints tomorrow (0.02 ZEC / 2,800)
@BITFOOTS_ - WL closes Monday + free Ordinals airdrop
@ZeckersNFT and @Zeccatnft still in the WL grind
Liquidity is there for now, now we see who keeps it
Same as ETH and SOL - take the NFT win, convert it back into the underlying. The best traders I know who actually made it those cycles were the ones using the attention/profits to stack more of the asset that kept running after it. That asset here is ZEC
After a ~$17M raise yesterday and the marketplace going live later today, here’s what’s next:
A ZEC NFT mini-meta is coming
Most of what follows will be copy-paste teams trying to ride the attention, they won’t
The first collection that performs well and manages to capture social signal is almost always the runner, and zkSNARKs will set the bar for every ZEC NFT that comes after it
After a ~$17M raise yesterday and the marketplace going live later today, here’s what’s next:
A ZEC NFT mini-meta is coming
Most of what follows will be copy-paste teams trying to ride the attention, they won’t
The first collection that performs well and manages to capture social signal is almost always the runner, and zkSNARKs will set the bar for every ZEC NFT that comes after it



















