Starting October 1, I will be undertaking an ALL IN challenge on Liquid. Fullport every single trade. Many of these plays will be taken on livestream and all of them will be shares publicly. I will BREAK THIS APP with this all in challenge, you won’t want to miss it!

Start posting content You have great ideas that you never share because you're hesitant on building your personal brand Some of you put more work into a group chat message than most of the accounts on here You research the trade, explain the thesis, then leave it in a chat w the same 10 people You're already making content but just keeping it private If you have value to share, people will listen You have nothing to lose and everything to gain by sharing ideas on this app

starting to think the best RWA trade isn’t going to be the RWA it’s whoever turns all this into collateral $1b already deposited into morpho on robinhood chain, ~$450m borrowed if tokenized stocks keep growing the obvious next step is people levering them, borrowing against them, LPing them, refinancing them etc same thing happened with ETH first everyone wanted to own it, then an entire economy got built around making the asset productive watching borrow growth / utilization / fees way more than TVL here TVL with no borrows is tourists TVL + rising utilization is an actual credit market feels early as hell

Start of 2026: markets were pricing in 2 Fed rate CUTS. Last week: Fed HIKED rates 25 bps. Today: markets are pricing in at least 1 more rate HIKE before year-end. Trump wanted a dovish Warsh and lower interest rates. Instead, he got a hawk. Video:

starting to take my content arc a lot more seriously first challenge: >fly to Rome > see how much $ I can make in the airport > spend all the $ we make on our night out full video dropping soon on my YouTube

Started a small position in $CIEN today. Grid interconnection queues are 3-5 years, no utility can deliver 1GW contiguous in one place, and frontier training runs cannot wait. So OpenAI, Anthropic, Google, xAI and Meta are all moving to the same playbook: secure 1-3MW pockets where power is available, deploy fast, then expand to 200-500MW slices across 5-10 campuses in a metro or region and train one model across them, exactly what $CIEN sells as scale-across: making geographically separated GPU clusters behave like a single logical supercomputer. That shift makes interconnect count grow exponentially, not linearly, 10 sites means 45 high-capacity links, each needing tens of Pb/s day-one with deterministic low latency, or training efficiency collapses. It also flips the network from best-effort DCI to part of the training fabric. $CIEN is the only Western vendor with the full stack for that.