tldr of the current situation is metals are stealing crypto's thunder

limited apeing capital, when a category goes up, theres not enough capital for other categories to go up. it's similar to sector rotation

bitcoin hit back to 7xK and demand will be enough to send it ath again. i still believe in the supercycle as invalidation is now clear and the supply is not as big as it was in 2022

traders paradise, investors hell

even in this market, theres still humongous inefficiency in crypto both in the upside and downside direction. you can still trade for living

trades im keeping now

- long gold
- short bitcoin
- long opnenai premarket

still have a bitcoin long entried under new year open but think need to close it within weekend

hyperliquid is giving you generational entry

im relonging xmr

Episode 1: Sébastien Borget (Co-founder, The Sandbox)
https://blog.sqrdao.com/p/episode-1-sebastien-borget-co-founder?r=75d5z&utm_campaign=post&utm_medium=web

Great for builders

Cool tool built on top prediction markets

https://x.com/i/status/2017247795175166331

trade everything on the attention market

this is the totally new asset class

backed by ycombinator

https://x.com/forumdotmarket

be optimistic

super boring token utility

Reduced fees on trading and prediction markets
Rewards on the Based Visa debit card (including up to 8% cashback, subject to program terms)
Higher card limits at higher holding tiers
Lower on/off-ramp fees
Discounts with Based Mall merchants
Access to future project launchpools
Consumption credits for future agentic features


token business really needs to find a new form to be in 2026

https://x.com/BasedFnd/status/2020489920222282164