HanJay Contemplates
702 subscribers
985 photos
2 videos
2 files
971 links
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.
Download Telegram
hyperliquid

alright buddy
just bought a small bag of $TON. its fdv is a meme so i don't care

telegram as the distribution channel for crypto apps is still the narrative that will stick around I think. on the same note, you can stack $kaia but ofc telegram eco is way bigger.
linking trading probabilities of events on polymarket and trading assets (equities, cryptos, commodities, gold, etc) can form some new type of delta-neutral strategies

has any app attempted to build such thing yet?
Forwarded from Harry Thoughts
Interesting read. Open AI creates a separate path where they make profit based on user stickiness with the product (thereby charging subscription fee).

It's also the main reason why investors are ready to charge extra premiums (300B valuation at 4B annual revenue), while Google has to record $60B in rev to achieve that valuation

https://on.ft.com/4jCChSP
suddenly memes are brought to life again thanks to ai16z's autodotfun and base's 'coin it'. have to say memes don't age well as they don't have much market relevance in the time when 'bitcoin is money' and 'institutional money are in for the new system of finance' are the 2 dominate stories. i only believe in the bounce of $fartcoin now
Channel name was changed to Β«HanJay ContemplatesΒ»
HanJay Contemplates
good analytics on tao subnets https://www.tao.app/ built by tensora who has just launched sn81 current subnet ecosystem stats 24h subnet token trading volume: $26m = sn0's $14.7m + others's $11.91m (sn64 dominance in others = 19.6%) total subnet marketcap:…
volume of dtao tokens has been x5 since this post 2 weeks ago. total market cap exlucding sn0 has been nearly x3.

i'll take some profits here from my sn64, sn4, & sn3 holding

bittensor eco play is still a gem play imo. it went up in the bad market just because people found something new, felt it cool, and wanted to skin in the game a bit. these subnet tokens don't reflect explicitly the fundamental values of these bittensor subnets as ai products.
HanJay Contemplates
price only x2.7 but tvl has been x77 times serious growth at euler finance as a money market. the protocol doent get hit by outside turbulences at all. i think i'll stack some $eul found a good post on euler: https://x.com/0xPsveiga/status/1901606262195868158
$eul trade portraits exactly what an outlier outperformer looks like. market dumps are just hiccups to them white market pumps are tidal waves lifting them up to the tops. these assets always have the really good fundamental leading to the really good pumpamental. spending times to study them in this bear time can save you a lotta time and effort when rallies come back

https://t.me/hanjaycrypto/2488
as i'm doing daily check-in on what's going on in the market rn so i keep a list of these 'outlier outperformers' in the last 1 month. let me know if y'all interested, i'll share the list here
Anonymous Poll
90%
hell yeah
10%
nah
HanJay Contemplates
folks asking whether its true. yes it is. my entry was 1.46K https://t.me/hanjaycrypto/2354
topped up 10+ $MKR. im stacking and building a 6-fig bag of $MKR slowly

you can use this strat: https://t.me/hanjaycrypto/2486

i think MKR/ETH will >1 in the future https://t.me/hanjaycrypto/2476
stablecoin is a one-million-dollar usecase in crypto. it doesn't go with much speculative nature like many other crypto things. it's literally fintech 2.0

theres no better time to be bullish on stablecoin like now. we're all ultra bullish on the sector back in q4 2021, q1 2022, and the first half of q2 2022 back in the time when $ust was still in town. the bullishness was purely driven in the most speculative & dangerous phase of the market. now is different, institutions are stepping in.
no tricky math if you are in aothecomputer eco. total supply = total btc supply = 21M and circulating supply <4M

https://x.com/sjdedic/status/1913523885263249517/photo/1
printing

$MKR $HYPE $TAO $FARTCOIN
in my book the need for the fully-equipped infra for stablecoins will grow given the extremely important role of it in the new financial system. plasma as the stablecoin chain is just the beginning
i think Bitcoin is finally catching up with Gold as the global hedging asset.
HanJay Contemplates
i think Bitcoin is finally catching up with Gold as the global hedging asset.
outperfoming level in descending order

Gold > Bitcoin > Equities
nice catch
Forwarded from hanjay.eth.sol 🐻