We live in the super cycle now.

https://x.com/X/status/2102147636702634195/video/1?s=46

I think since I’m trading on FOMO with like 5% of my total portfolio to make some easy gains I’ll start holding more of the ETH, SOL rather than USDC cash on this platform as these assets will casually move to the upside over the next few years.

A little 2-10% on a $10,000 or more is really good if I find nothing I want to full port into.

I suggest building these types of positions as you want to be exposed to the market now.

Holding USDC makes you nothing but giving you safety in a risk on environment safety for out the window.

We are in a super cycle now, you’re living in it.

Buy one memecoin and retire in a week.

God bless.

Read: https://x.com/nftimm/status/2102344092659134834?s=46&t=tJf-IV6O410_oZGCbdeqcg

Today has been one of the most volatile portfolio swings of the last month.

60k+ up and down within 24 hours then I proceed to trade fucking Bonnie Blues name meme on pumpfun which of course it’s on that platform lmao.

Lost 7k within 30 mins, lost a bunch more totalling to 10k cash which honestly I complete deserve from trading that most absolutely garbage, it’s just bad karma and pretty sickening how the baby is not called BetBolt 😭😭

Well anyway vibe continue to outperform absolutely everything which is great I’m just trying to catch a runner or find another conviction play like LIGHT that I bought yesterday.

So yeah a little update if anyone is following along, portfolio hit new all time highs somehow and a few new members joined the Cookhouse.

More blessings to come.

https://fomo.family/r/ETH_Exy

Just vibing honestly…

Don’t forget devs, vcs and traders are all geniuses at same time rn

its not bc the bull market

Light Thesis:

> Right now there are multiple lending protocols across the space, but they’re mostly isolated, chain specific products with no cohesive borrowing layer connecting everything.

> Longbow on RHC, Kamino on Solana, etc. are solving pieces of the problem, but there’s still no chain-agnostic borrowing protocol built as infrastructure for the broader tokenized asset ecosystem.

> As tokenized stocks and other RWAs move increasingly onchain, there’s going to be a massive need for the ability to borrow against these assets, not just trade or lend them.

> That’s the bigger goal for Lightbringer: become the unified borrowing layer for tokenized assets, rather than just another chain native lending protocol.

> Already deployed on Solana + Robinhood Chain, with Arc/Dinari and BSC planned.

> The end goal goes way beyond basic lending: PT/YT asset splitting, self repaying loans, lending against dividend strips, cross chain borrowing, leveraged collateral, and syndicated loans.

> Basically trying to bring the borrowing/credit infrastructure of traditional markets onchain, while making it composable across chains and assets.

> One of the more interesting endgames is allowing whales with massive P&Ls on FOMO/Pump to borrow against their positions instead of selling them, creating a new source of liquidity for social trading.

> The current lending products are just the starting point. The bigger play is building the borrowing layer for the onchain financial system.

Love Hammy lowkey bros been killing it with tech plays so I decided to forward his thesis on $LIGHT.

My biggest bet is that AgentFI will take over the next few months we seen the most simple types of AI hit billions in 2024-2025.

$VIBE / $PRIORS

https://x.com/charmlama/status/2102811455850713414

Get your money off Bitget they’re hacked.

170m currently has been stolen.

Stay safe friends.

Bitget hack currently ongoing, already over $170M worth of assets withdrawn from hotwallets and coldwallets swapped to eth.

0x770b10b273fC44Fe9197D6bF20F145c2e98463Ee

3 hot wallets and 1 cold wallet appear to have been exploited. Not sure what kind of hack this is yet, but the affected wallets still hold about $530M in assets.

If you have money on Bitget (which you shouldn't have had in the first place), withdraw ASAP.

The last transfers out of those wallets were 10 minutes ago.

0xffa8DB7B38579e6A2D14f9B347a9acE4d044cD54

0x1AB4973a48dc892Cd9971ECE8e01DcC7688f8F23

0x97b9D2102A9a65A26E1EE82D59e42d1B73B68689

0x5bdf85216ec1e38D6458C870992A69e38e03F7Ef

AMA hit one of these in the club tonight.