DoomPosting
We have entered the early stage of the late stage of the cycle Biggest gains coming toward the end of this year Prepare now 🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
Hugest gains always come toward the END of the 4-year cycle
Biggest 4th year of the 4-year cycle has officially begun
Don’t think of calling top until we near Nov/Dec 2025
Gains will only keep getting bigger until then
Ofc with many short pullbacks along the way
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Biggest 4th year of the 4-year cycle has officially begun
Don’t think of calling top until we near Nov/Dec 2025
Gains will only keep getting bigger until then
Ofc with many short pullbacks along the way
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DoomPosting
Another classic VC rule of thumb, “1/3, 1/3, 1/3” i.e. 33% — are 100% loss, straight to $0 33% — are ~1x, break-even 33% — are the bulk of returns Which turns out to be partially right, in that ~66% either return 0 or break-even — But off on that last…
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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“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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= 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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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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DoomPosting
Yes, his “Hearing word”, to deflect all blame off of himself if it turns out to be a lie …sure sounds scammy af, very $DJT-like Also much more scams when SOL is too far below the local high of ~$200, vs when above
Oh yeah, this Ryan Fournier guy was the same one who was one of the core guys behind $RTR and similar nonsense
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DoomPosting
🚨🚨 TRUMP HAS ENDORSED THE $MELANIA COIN ON HIS TRUTH SOCIAL Looking real 🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
🚨🚨 HARD DUMP ON $TRUMP
IMO:
(1) The sell-slightly-before-inauguration effect we’d predicted earlier
(2) Possibly the $JENNER-like dilution effect — If the same group launches makes the surprise move to launch many coins within a very short time of a just a few days, that can have a diluting effect, spreading the same cap across the multiple coins, lowering the original coins. No free lunch.
Nothing new under the sun
We will see
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IMO:
(1) The sell-slightly-before-inauguration effect we’d predicted earlier
(2) Possibly the $JENNER-like dilution effect — If the same group launches makes the surprise move to launch many coins within a very short time of a just a few days, that can have a diluting effect, spreading the same cap across the multiple coins, lowering the original coins. No free lunch.
Nothing new under the sun
We will see
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
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