it’s a tragedy that most podcasts turned into pr infomercials for the guest or their company. the whole thing is obviously transactional now. i.e. host gets access & also paid, guest gets distribution, & the audience gets the ad disguised as organic content.

gLONG some updates: 1. We entered a sprint where we are going to push a bunch of fixes on the webapp over the weekend (faster loads, wallet connection fixes, trading, and generally making the experience on long much smoother) 2. We are also going to push "PVE" feats like ticker locks much further the goal is to make sure an average trader on LONG will never get into a pvp (not just the same ticker but even similar semantics, images etc) this is more like a dynamic proactive approach a cybersecurity team would take your ability to counter threats is mostly a byproduct of how fast you can tweak stuff in an evolving adversarial environment. 3. VERY important I already went on calls with a bunch of teams and am reaching out to more of them. LONG is not a launcher but an incubator our goal is to make sure top pairs and their teams have a clear direction around how to differentiate themselves and build a unique offering (think the YC of RWA pairs where every pair is like a startup that needs to build its own moat) will get to more teams stock by stock. 4. Once we get onto stable ground we will start pushing very aggressively on new feats including more compounding flywheels for AI and other pairs. BUT I do think flywheels (aka meme fi) work the best when dist is getting stronger. This is why I'm spending time getting on pods spreading the msg. There is still an extremely big pocket of sideline capital within crypto that can be onboarded into LONG. Hopefully within the next few weeks we can start breaking out of CT native dist and start onboarding completely net new flows this is the main way I think about "PVE" making the pie bigger and it has been our north star since day 1 (the thesis is that stock pairs are a new form factor that can break out of CT) This will be the 1-1000 moment for LONG.

so today robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 is imbalanced with $5.5m more bid depth than ask depth (lp analyzer been buggin with the nvda pool so i manually added that to calc) largest imbalance i've seen to date completely clear above, nobody trying to exit through lp billions next

gLONG Even now. The market is still extremely underpricing the LONG eco. Keeping the underdog mindset is important we don’t get comfy at any point we keep pushing against all resistance. Reminds me of how at the end of last year I pitched stock pairs to plenty of crypto VCs and got 0 follow ups. But we kept moving. Understand this: the Long community owns one of the most powerful ideas in crypto’s history(arguably in finance) we have the conviction to push higher and stronger. We will win. LONG.

15 years ago, if you did the responsible thing & bought $10,000 of 'risk-free' long-term Treasuries, you'd have $11,072 today. If instead you spent $9,995 on drugs & $5 on bitcoin, you'd have $42,778 today.

I saw some discussion around how Phoenix trade listed leveraged solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx and it got the wheels turning in my screwed up adhd brain. This is half baked but general thoughts: The stonk launchpad and reflexive token ecosystem is really interesting and has generated clear demand for obvious reasons.   My naive take is that if you are really bullish stonk eco mid-long term, and you want leverage on stonk, there is a clear reflexive barbell already in motion. Rather than chasing all the new pairs that spawn out of it, the highest r/r may be to stick within its core reflexive ecosystem that has already been established, because it should all systematically act in direct symbiosis with itself. One grows stronger = they all grow stronger = they continually strengthen each other.  Stonk/Knots/Loop is a very simple, powerful heuristic where effectively the more people who buy into the chain, the more powerful the chain reaction becomes.  Of course, it all only works as long as Stonk is trending right, but imo you’re better off adding juice to these existing pairs and everyone can eat vs trying to create additional, dilutive arms.  So tldr to optimize this trade I think you take this mindset: let the whales size stonk, let the trenchers trench stonk eco new pairs. You get exposure to solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS and choose your risk appetite: 1)Sell stonk distributions for cash (Conservative) 2) Hold stonk distributions (aggressive) 3) Sell stonk distro and buy solana:HunmXDXMNQYVoDnUL6PNnSYEtFaTZA2WzGh1HJTW7aoV (aggressive asset accumulation mode- Loop redistributes more Knots, and perpetuates the cycle) For this to work you need more people to start believing in this network dynamic, but IF that happens it becomes the most explosive recursive loop in crypto, rivaling what we saw with early Eth defi days (without the pain and risk of the sketchy staking websites).  Basically what we saw happen with axie infinity years ago that sent it to 11bil Idk, maybe I’m wrong. But what if… TLDR: - Stonk make knots. - Knots make loop. - Loop make more knots. - More knots make more stonk. - Buy all 3 = get rich maybe

Honestly, it was cool though. Now we can go back and read those cope posts about NoT EnOuGH LiqUiDiTy. Not only did distribution just improve, but we just saw artificial-inu-3:native ever improving liquidity mechanics in action. The fact this chart held up from a 7fig one click exit that well, especially this early in its life span is remarkable, quite frankly. Unprecedented. We have truly not seen anything like it. Board sit.

Yesterday was a good day. I saw our market environment get tested. We witnessed volatility, and uncertainty. we saw panic, and jittery, emotional reactivity. These types of days give you clarity. Which assets, and traders, are strongest. I am more bullish now than I was before