FYI still strong debate as to whether big T actually can save it

We’ll see

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Don’t underestimate the trenches

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“The bottom did not come in until the demoralization was so comprehensive … it was just sad and depressing”

Notice how PERFECTLY that post timed the real bottom

To the minute

The moment the strongest perma-bulls finally give up and capitulate to bearish

— Is exactly when the markets finally flip bullish

Markets are incredibly good at making you sell the bottoms and buy the tops

Andreessen was right

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Influencers betting on a $TRUMP sell-on-news event, on or shortly before the inauguration

Price currently at $70

As said yesterday, In the short-term, sell-on-news / sell within 24h of Binance listing is reasonable

But, we’re just at the START of a major bull run now — which complicates everything

Reasonable that sell-before-inauguration is a decent short term move, while in medium term it may well go higher

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$TRUMP hits binance

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$SOL flying

Hit just under $300

Still strong

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$SOL volume god candle today

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$SOL CEX volume higher than volume on $BTC & $ETH today

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Classic early-stage investing rule of thumb:

“One Deal Returns The Fund”

Direct consequence of power-law distribution of returns

Do whatever it takes to be sure you’ll catch that ~1

— e.g. not dumping 100% too early, to “take profits” like an absolute moron

Miss that 1 and your portolio is DEAD

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Small 3x wins are considered LOSSES in early-stage investing portfolios

= Better for an individual investment to increase odds of achieving that 100x which “returns the portfolio”, even if doing so also increases risk of 100% loss for that investment

— rather than to lock in a guaranteed 3x that hasn’t yet hit a qualified exit event, and potentially miss that one 100x that “returns the fund”

You can try to argue against these, but they’re a direct consequence of the of early stage investing math

Corollary,

If 1/3rd of your bets are NOT going to zero — then you may not be taking the risks needed to catch the 100x’s need to “return the portfolio”

Many have repeated these classic rules of thumb over the years,

But ~0% are able to absorb these and their consequences it into their heads

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Wondering why tradfi VC has been totally absent this cycle, compared to the last?

Many reasons, but apparently among the top has been that tradfi VC has been restricted from participating

Meanwhile, this cycle has shifted hard from traditional startup investments, which were dominated by VCs in the past cycle,

— to memecoin investments, which most VCs just aren’t allowed to touch

= Far less competition, for those few who see the opportunity, and can find a way

Memecoin fund?

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🚨🚨MELENIA TRUMP COIN LAUNCHED?

Real or hack?

FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P

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$MELANIA coin announced on her twitter currently at $4.64

Working to determine if legit

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🚨🚨 TRUMP HAS ENDORSED THE $MELANIA COIN ON HIS TRUTH SOCIAL

Looking real

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$MELANIA pool continuing to do wild things,

as these DLMM pools tend to do

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