Mókus
@kryptomokus
Risk Manager by day - NFT Degen by night / Follow the squirrel (Mókus) 🐿️ 🇭🇺 🇨🇭 co-founder of Zonomo
Polymarket:
3.2K Following 5.7K Followers
I thought a lot about capital allocation.
There are great projects out there with the best narratives, but they already had a good run.
And there are severely underpriced projects.
I thought about it and I came to the conclusion, that I have to put money where I see bigger potential and not where I find it cool to be in.
$ENA has lot of room to go imo
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$LIT hit 5.25$
Happy ATH to those who celebrate
Insane how nobody is talking about it.
Nobody owns anything.
$LIT trades at 4.90$ and my Timeline is silent AF....
Holy Sheeet are ppl underexposed
Wow
This is why you shouldn’t judge a book by its cover
Garret Bullish shorted ZEC a while ago and sits on an unrealized PNL of $34M.
Everyone is dunking on him.
Turns out Garret Bullish own at least 202k $ZEC. His unr. PNL is +$80M and his bag is worth $320M
🙏🏻
Well played ser
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A screenshot Garret Bullish just shared on Twitter shows him withdrawing 68.08K ZEC from Binance on December 24 last year, worth $29.7M at the time. The same wallet withdrew another 134K ZEC, worth $58.6M, minutes earlier.
t1dHheg2SkTGBMK1VsCPwsqJ3Gccsnen7rf
He then shielded all 202.08K ZEC, but unshielded it minutes later and still holds the entire amount.
t1gGCYpyURMo2FcYDSqeR8pgp2Kx9rnT72V
At $1,580 per ZEC, those holdings are now worth $320M, up from $88.3M at the time.
So his 38K ZEC ($60M) short on Hyperliquid, currently showing an unrealized loss of $34.5M, can be seen as a partial hedge against his spot holdings.
0x92ea19eceb7a8de0f50978a1583a5d8b018050e9
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bears sound smart but bulls make money
Normies will never understand that feeling.
We are in early bull and we will see much more of these opportunities
I remember kaito:
- Ppl tweeted: „Bera is retarded and a scam“
Kaito dropped 7k$ to them because they brought attention to Bera.
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How can you explain to "non crypto people" that you can get a free $3600 just for being nominated on X?
Finally I got approved
Saw also some smaller accounts approved. Really love the way the team selects not only big accounts
Appreciate 🙏🏻
Nice to not meet you.
2,800 faces on @Zcash . Every face is public. Every owner isn't.
Whitelist is open. Apply early.
Hyperliquid, Lighter and Variational are great
But options are still not priced in. All 3 of them are working on it.
We are going soo much higher.
You just have one thing to do: HODL
Turns out media asks macro advisors about their opinions and get paid a lot of money just to be wrong all the time
What a business…
It’s critical that you can think for yourself!
I will leave this here
Lets see if Macro Risk Advisors are right.
They are sharp and earn a ton of money, so they must know.
S&P today: 7602$
we had failed clarity, AI doom, rate hike
We went back over 80k
ZEC over 1500$
HYPE over 90$
And my timeline is fkn SILENT…
Everyone is soo sidelined, its crazy…
We have privacy for our coins.
Why not having privacy for our NFTs?!
Love the idea.
@zaddrnet will be a bluechip on Zcash
My application is still pending.
I think Zcash NFTs will go crazy and Zaddr will be one of them
This weekend lot of coins will enter price discovery mode
There is a good chance that HYPE hits 100$
The bear was long and painful, but hopefully we are entering the bul now!
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$CETS is finally slowly climbing up.
We had some time to DCA.
I did my job
Now we wait 🫡
I‘m DCAing here in $CETS
After Binance’s listings (Marscoin, Liu Nai), I think it’s just a matter of time untill they list $CETS.
The narrative is too strong. The meme is good and it‘s cat season.
R/R here at 11M is pretty decent.
What I love to see is, that listings aren’t the end game anymore.
We used to think a Binance spot listing happens in the Billions and we can dump on retail.
Today, listings are happening early at sub 100M MC, so that retail can make money too.
It‘s PVE season.
Same with $CASHCAT. If we really will have a „supercycle“, these listings will probably go to Billions.
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This aged well
I hope you didn’t panicsell
Bull is here
Don‘t fade it
Appreciate it
This could be your cycle!
AI doom, FED rate hike, oil surging, clarity act not happening.
Everyone is short...
We know what happens next...
Expect the unexpected
I'm long🫡
My application is still pending.
I think Zcash NFTs will go crazy and Zaddr will be one of them
Nice to not meet you.
2,800 faces on @Zcash . Every face is public. Every owner isn't.
Whitelist is open. Apply early.
One of the best and most important discussion I‘ve heard, ever
Not exaggerating
Go and watch it if you care about AI….
I think I won’t be able to sleep today.
Go hug your beloved ones.
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root@broker:~$
>
24H
I need WL for this one 👀
Nice to not meet you.
2,800 faces on @Zcash . Every face is public. Every owner isn't.
Whitelist is open. Apply early.
Stonkbrokers
Quotrons
Argonauts
ZkSNARKS
But NFTs are dead 💀
Good read
Sammy could articulate what I felt but didn’t find the words for.
„3) Standard Reserve manages issuance and exit incentives within a closed token economy“
Thats the key point imo and its a crucial one.
Standard Reserve is a great experiment, but it feels „unfinished“
With NET I feel it‘s either the greatest thing ever and heavily undervalued or something doesn’t add up.
I have a small exposure in NET just because it could be the next Ohm fork but this time backed by tokenized stocks. It deserves a bet.
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I will leave this here
Lets see if Macro Risk Advisors are right.
They are sharp and earn a ton of money, so they must know.
S&P today: 7602$
