HanJay Contemplates
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I vocalize my thoughts here. DM: @hanjasonn. Tweets x.com/hanjaycrypto. Casts warpcast.com/hanjay.eth

Disclaimer: I'm 80% builder and 20% investor, so it's not a trading channel. But you would find a lot of hidden opps if you read carefully.
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Forwarded from Quocanh.eth | Peter
Just another VC shitcoin like all others: fet, ar, wld... dumping to zero sooner or later
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I still remember the same time last year, we rented a new office just by the sword lake.

it was may 7 and we we're in the middle of the last leg of the bull but not many realized it including us. we held the belief that the 4 year cycle pattern is the history

If the 4 year cycle plays out, 6 months in the bear is maybe still not enough
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x2 on google long
alphabet is hands down the brightest star in the er season

im up 170% on the long
i remember calling every person i met at every meetup in 2026 to buy google

alphabet will soon become the biggest company in the planet
in the saas pocalype, there'll be some hidden gems that can print you x10 after getting knocked down in the recent massacre. find the softwares that ai cant replace or the switching cost for the ones using it is too big

def not figma
the bubble of ai stocks, not ai tech, will burst soon
there'll be some time in this decade when shorting ai stocks is the generational trade
privacy mode on
I was bullish on privacy early on. now im not sure if it's still early for the usecase but im sure it;s the right time for the trade

https://t.me/hanjaycrypto/21