It's entirely plausible that Ethereum becomes the finance chain and Solana becomes the gaming chain. And Bitcoin is just Bitcoin. A store of value and electricity demand beta play. I don't see too much overlap between these things. No other chain likely relevant in our lifetimes.

The real play was not camping out like a vagrant for days for a couple hundred bucks. It was selling straps online for these AP x Swatch pocket watches and potentially making millions.

Polymarket will be this cycle's OpenSea. Permanently delayed token launch. Huge raises at 11 figure valuations. Product category name definer. Perpetually buggy and often broken user interface. No real technological moat. No sustainable revenue model. When bubble pops so will it.

Just remember that every single product that has ended up at Coinbase has died. Due to utter incompetence (the norm at Coinbase) or just to intentionally kill off competition before it permeates. So that's bearmaxxing for Hyperliquid. This opens the door for the next Hyperliquid.

Crypto at the highest levels is literally a cesspool of coordinated market maker pump and dumps. It makes venture capital / angel investing impossible as well unless one has a close personal and trusting relationship with the founding team. Not enough said and exposed about this.

Look at him, that's my quant. My quantitative. My math specialist. Look at him, you notice anything different about him? Look at his face. Look at his eyes, I'll give you a hint, his name is Beanie. He won a national math competition in China! He doesn't even speak English! Yeah I'm sure of the math.

There's no doubt that peptides are making young people gay at an alarming rate. Our job is to capitalize long term on this trend by studying the second-order effects and investing accordingly. Here' how I'm playing this trend: Obvious buy is Grindr. And Match Group owns Hinge and Tinder which are both deep into the gay market. Bumble less gay exposure but still benefits. Gays also love and spend alot of money on pets so you want to be long Chewy. Trupanion for insurance, Zoetis, and Idexx for animal health, Freshpet for premium food. Pet spending is probably the biggest second-order effect by total dollars Gays travel more and index heavily toward urban destinations, cruises, and resort experiences. Royal Caribbean, Norwegian, Marriott, Hilton, Booking, and Airbnb. Cruise lines in particular have a long history of chartered gay cruises. Gays are heavy into personal care and grooming and spend rises materially. Estée Lauder, Ulta, and e.l.f. are all obvious beneficiaries of this trend. Gays are into fitness and adore Lululemon. And there's the publicly traded gyms like Life Time, Planet Fitness. Gym membership rates among gay men run well above the general population. Premium fashion and accessible luxury is a major gay market. Benefits Tapestry (Coach/Kate Spade), Capri (Michael Kors/Versace), Ralph Lauren, and the European luxury houses (LVMH, Kering) on foreign exchanges. You can probably short Mattel, Hasbro, Carter's, Children's Place, Kimberly-Clark (Huggies), and suburban-focused homebuilders like Lennar and D.R. Horton would face significant headwinds as gays hate the suburbs and flock to cities. P&G's Pampers business will be in trouble. Finally an asymmetric bet that fertility benefit companies like Progyny will see exponential growth as gays still want kids but through IVF and surrogacy. Hamilton Thorne makes IVF lab equipment.

I see a future where crypto gaming is chain agnostic. Because bouncing around to different L2 networks to reward farm isn't sustainable. And Ethereum mainnet isn't sustainable for gaming either. Better to focus on building a game that people want to play first. Scale accordingly.

I don't think enough people hate these sociopathic financial streamers enough as they consciously destroy their followers. Representing themselves as market trading experts when their only history of success are literal repeated pump and dump schemes. It's just menacing behavior.

When I sold like 98% of my NFT collection in February 2022, I kept my rather large lot of Deadfellaz. And my price target is much higher than this. Still nice to see a big move. But if you wan't them you'll have to pry them from my cold, dead hands.

MoG and DoM combined have just ticked over $2MM volume in the past quarter. An impressive feat given the L2/Gaming sentiment over the past year. players have been grinding hard in both games, upskilling, earning rewards and having fun excited to see continued growth as we continue developing and expanding the @onchainheroes universe. the dungeon meta is just getting started 🫡

Crypto KOL scene in 2026 is such trash vs 2021. At least 5 years ago influencers were organically motivated to share alpha in the hope that it would cook and in turn benefit their rep. Now it's literally only pay to post. They all see Fast Poker but don't share anything for free.

Audemars Piguet has always been a ridiculously overpriced hype brand. There's way better watches out there. Vacheron Constantin Overseas is my personal fave. They just don't hire influencers or pay trashy rappers to wear them. But technically a far superior watch and look better.

Just realized @FastdotPoker is backed by @paradicetech, the team behind @crittersquest If you followed @beaniemaxi’s call last year, you probably remember how hard the Critters Quest NFTs ran Zero cost, just sign up with your email👇