I believe ethereum:native will outperform the NASDAQ by multiples over the coming years. One of the most bullish pairs charts I'm tracking right now is ETH/QQQ. There's an extremely large, well defined bullish pinbar on the 4M chart that formed directly off the bottom of the current channel and managed to close above key resistance of 3.33. In addition to that, this has also set up another macro higher low from the 2017 and 2020 major lows. Even more interesting is if ETH/QQQ managed to close the year anywhere between 5 and 7, that would form an Inside Bar / Pin Bar continuation pattern on the yearly chart, which is just insane and something I have almost never seen. That type of setup would keep me long ETH more years than I am expecting and could be pointing to price targets well beyond the 20k levels I'm tracking right now. But there's a lot that can happen between now and Dec 31st, so one step at a time. The first major test will come @ 7 which is channel resistance. A 2x from here. Once it breaks through that level is when I expect things to really heat up. Everything until then is just the appetizer.

This will be the winning institutional thesis. Institutions invest in infrastructure. The biggest infrastructure layer for tokenization today is Ethereum. Owning and staking ETH to secure the network will be strategic for institutions and governments. This is not priced in.

There will be crocodile tears from ETH haters and sideliners when ETH reaches $4,000, as fast money rotates violently, driving the price to slice right through $5,000 before teleporting to $7,000 - $10,000. We just need $4,000. That’s a 50% move from here. Plan ahead.

🎙️ New @Edge_Pod 🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle 0:00 - Intro 2:25 - From mining BTC at 13 to fund manager 5:25 - Early to ETHLend and DeFi 7:38 - The poker game that led to a fund 10:26 - Is TradFi “in the arena” with DeFi? 14:17 - Early to onchain perps like GMX, HL 20:13 - Liquid fund, yield gen, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Kool’s winning BTC call spread 45:58 - Pros/cons of Derive’s RFQ trading 50:14 - AI agents, a tailwind for options 52:50 - His onchain options trading tools 56:29 - Pros/cons of options vs perps 1:02:37 - Managing risk and closing trades 1:05:35 - Why Opulent October makes sense 1:11:12 - His viral ETH call spread on Derive 1:17:38 - Bull thesis for KNTQ 1:25:07 - Derive V3’s ability to list new markets 1:28:31 - What if HL/Lighter launch options? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing 🙏 Thanks to @koolkrypto223 for joining us!

New @Edge_Pod! The lore behind @koolkrypto223 is epic: mining BTC at 13, early to DeFi with ETHLend, early to onchain perps with GMX, bet big on the HYPE airdrop, and now runs his own fund trading and investing in crypto, backed by one of the most iconic family offices in the world. "People forgot to believe a little bit. Everybody's been so bear-pilled... that a lot of people forget a lot of what we've been thinking about for the last 5-7 years is finally coming to fruition. The [onchain] options market is a great example of that." Listen to his first major interview where he breaks down his viral ETH and BTC bets on @DeriveXYZ, why he thinks ETH extreme upside is mispriced, how he's been accumulating DRV + KNTQ, and despite CLARITY failing, why "Opulent October" is just around the corner.

With 12 days left in September, @DeriveXYZ is on pace to achieve a new all-time-high in monthly notional volume in the next few days. $2.57B 🔜 $2.88B Derive Stats Dash:

So many golden nuggets in that one. Use everything, buy what you use. I traded a lot on GMX, so I bought a ton of GMX I traded a lot on Hyperliquid, so I bought a ton of HYPE I traded a lot on Derive, so I bought a ton of DRV

“I don’t necessarily think kinetiq:native hitting $1 is more likely than it was before. I just think that if there is a bullish move, it’s now $5.” @koolkrypto223's Kinetiq bull case, explained. (Also, listen for some @Markets_xyz alpha at the end 👀)

When I went to my son’s little league game 4 hours ago, ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be was still $280M. WTH happened?! 😱 Good time to dig into @koolkrypto223’s DRV bull thesis in a new @edge_pod 🫡

"Even now, this is what I think tradfi is only just now starting to realize- Is just how superior perps are as an instrument to the rest of what the world has used all these years- And I think for us, just really, really getting early into perps... like Gains and GMX... These were the first value-accruing tokens, these were the first tokens that did buybacks, and burns, and distributes... And $GMX had a really great run and that was a good thing, a good performer for us- But it took a long time for people to realize that the tokens that were gonna be tied to these protocols just printed money- And I think that was incredibly obvious to us from the beginning- That the TAM of these protocols was going to be just biblical- But then also the ability to have a token that internalized all this excess trading fees, and potentially liquidations, and all these things, was gonna be astronomical as well..." - @koolkrypto223, in discussion with @DeFi_Dad and @Nomaticcap

🎙️ New @Edge_Pod 🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle 0:00 - Intro 2:25 - From mining BTC at 13 to fund manager 5:25 - Early to ETHLend and DeFi 7:38 - The poker game that led to a fund 10:26 - Is TradFi “in the arena” with DeFi? 14:17 - Early to onchain perps like GMX, HL 20:13 - Liquid fund, yield gen, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Kool’s winning BTC call spread 45:58 - Pros/cons of Derive’s RFQ trading 50:14 - AI agents, a tailwind for options 52:50 - His onchain options trading tools 56:29 - Pros/cons of options vs perps 1:02:37 - Managing risk and closing trades 1:05:35 - Why Opulent October makes sense 1:11:12 - His viral ETH call spread on Derive 1:17:38 - Bull thesis for KNTQ 1:25:07 - Derive V3’s ability to list new markets 1:28:31 - What if HL/Lighter launch options? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing 🙏 Thanks to @koolkrypto223 for joining us!