
George Soros Quant
Ranked by market cap growth after the call.
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@aibaldking this is sick wtf
@kai_xbt kinda crazy
This portfolio construction looks awfully familiar 🤨 @citrini is a certified ball knower, very impressed he has ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be at the #1 spot Pretty clear what the winning bets are in crypto now. If you look forward 6-12 months and your TAM
Something that surprised me was how certain projects are viewed and how big they can get. Was talking to @jessepollak about why Coinbase doesn’t offer options via Derive as it would be a win for both coinbase and the base the convo rly showed how differently projects are viewed internally vs the market. A lot of the “big” projects are rly just small echo chambers it’s crazy how large some of them can get
@HalibutCrypto good ass post
This portfolio construction looks awfully familiar 🤨 @citrini is a certified ball knower, very impressed he has ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be at the #1 spot Pretty clear what the winning bets are in crypto now. If you look forward 6-12 months and your TAM
Something that surprised me was how certain projects are viewed and how big they can still get. Was talking to @jessepollak about why Coinbase doesn’t offer options via Derive as it would be a win for both coinbase and the base it rly showed how differently projects are viewed internally vs the market. A lot of the “big” projects are rly just small echo chambers it’s crazy how large some of them can still get
This portfolio construction looks awfully familiar 🤨 @citrini is a certified ball knower, very impressed he has ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be at the #1 spot Pretty clear what the winning bets are in crypto now. If you look forward 6-12 months and your TAM isn't expanding several multiples from agentic trading and on chain RWAs/tokenization, you're just not that interesting of a bet to take when those are so clearly the upcoming catalysts. Your biggest risk as a crypto allocator right now isn't quantum, it's the opportunity cost of being stuck in stale and outdated tokens that generate no revenue and garner no institutional bid.
@kwaker_oats_ its 100x worse
@Saint_Pump feel like q1 q2 slow down
@MartinShkreli one max long one max short
@armaniferrante @goodalexander @Evan_ss6 @Austin_Federa wait so ur gonna ipo then wht happens to token holders ?
@MINHxDYNASTY Was good netting you
@tilcrypto @appiesol_ Ngl only reason I would say go to college is if u just want college hoes
@appiesol_ @tilcrypto Nigga shat plan b most people with degrees can't find jobs
@0xDamien Yes this is fried 😭