Crypto total market cap is down nearly 40% from all time highs while revenue generated continues to trend up and to the right. The dislocation between todays prices and future valuations is a generational opportunity. Do not blow it. Buy and Hold good coins

Here's coin performance for the top ~300 coins as of the 10/10 high's to today. Look at the absolute bloodbath. Then look at the bright spots. I think the right conclusion is that good coins are emerging and separating from the crypto market broadly on the strength of their fundamentals. To me this screams, buy and hold good coins - now is finally the time

That all true unless you invert the interpretation. What if Zcash is a good SoV & it’s “wedge” against Bitcoin is privacy, quantum resistance, formal verification, some tachyon scaling, & general lack of ossification. Zcash given the decade of humiliation running its own PoW chain also has the closest origin story to Bitcoin’s immaculate conception as you could get. In this environment as quantum gets closer and closer & government overreach only extends - Zcash can finally get monetary lindy. ^^ in this framework, privacy is important to why Zcash rallied but it’s not the entire reason. For a handful of other equally relevant reasons, Zcash is ascendant With this perspective you can rewrite your original claim from “Zcash is riding a privacy meta” to “Zcash is so ascendant, a privacy meta is tailing it” ^^ I find this framing useful because it actually explains a lot. Railgun, Tornado cash, and other mixing/programmable privacy pools are doing well - but it’s not like their price action is market leading. Other private networks like Zama and Nillion are getting a bid, but again it’s not mind blowing. Finally the closest comp to Zcash, Monero, is doing really well - but it’s being notably out traded by Zcash So if you believe we’re in a SoV meta (like I do) then you buy Zcash and maybe some Pearl, then you mostly ignore all the privacy projects because they don’t have attractive money like properties. **Take note that so far this has been the winning strategy, I believe the market is confirming my perspective If you believe we’re in a privacy meta (which you could say, but it’s really secondary imo) then you’d buy Zcash, some Railgun, and some other privacy tech assets. **but please take note that this has been underperforming (unless you cherry pick sub 200mil small caps that can reprice aggressively with little real flows)

Buy and Hold good coins, my thesis for the cycle. How I'm picking cryptomoneys and money making protocols. +plus my detailed thoughts on Ethereum & Solana 0:25 the dot-com crash 3:52 the '21 cycle vs now 6:13 this is a selective market 10:52 crypto money vs everything else 24:05 coins that make money 26:37 buy the good projects and wait

Last cycle there was no fundamental reason to hold SOL, but also no reason to hold anything else. So people bought lots of SOL Now there’s still no reason to hold SOL, but there are reasons to hold other stuff (revenue & buybacks). So now people have to sell the SOL they bought for no reason in the past to go buy the good stuff. $25

Tulip King says he'd rather have ThreadGuy with 50,000 live viewers than diversify by adding other creators. "One of the decisions we made early on that I'm incredibly happy with was actually to have an extreme focus on ThreadGuy" "I would so much rather ThreadGuy have 10,000 live viewers, 50,000 live viewers, 20 million impressions a month. I'd way rather that number go up huge" "We keep coming back to 'we can grow ThreadGuy as big as we believe the potential is'. The outcome is just so phenomenal"

Bad money creates opportunity for new money. Bitcoin would not exist in a world where USD was sound and there wasn’t financial repression With context, the weaknesses of Bitcoin (Quantum, Privacy, Security Budget) creates opportunity for new crypto-moneys. Your base case should be that new moneys like Zcash and Pearl don’t flip Bitcoin and the best they can hope for is to compliment it BUT, we’re still on the frontier of money. I don’t think it’s unreasonable to believe that the current uncertainty in Bitcoin means the optionality value of this new crop of moneylike cryptoassets is underpriced. Study them and put on some hedges or revalidate your singular conviction in Bitcoin And to clarify, Bitcoin is still my largest holding. I think it’s still really underowned within the crypto twitter crowd of active traders. Especially since the US Treasury Secretary is currently staring down a bond crisis straight to the face My positions in Zcash and Pearl are truly zero or hero. If they hit (zec $1t, Pearl $20b?), I will be paid fantastically. If they don’t zero, I’ll be totally fine

Tulip King says scaling one show is more profitable than launching new ones because viewership can 100x without increasing costs. "The beauty of a content business is that the economics scale phenomenally. We can 10x or 100x our viewership without 10x-ing or 100x-ing the spend" "The show becomes higher margin, more profitable, the bigger the singular show gets. If we introduce other smaller shows earlier in their cost economics, we're breaking down the unit economics" "Maybe there's more dollars in the door, but the quality and the amount we stand to capture decreases"

We get a lot of people asking us about the business side of stream and how we've built Threadguy up: how we run our operation, our perspective on sponsors and content, what we think of the algorithm, etc I think this is really cool peak behind the curtain of how these businesses run. I hope you enjoy it

Big day for $LLY holders: In about an hour Eli Lilly's appeal in the Chichago Seventh Circuit will be held about Retatrutide. TLDR: Eli Lilly wants to classify reta as a biological product rather than a peptide (longer patent, more pricing power, etc...) but they don't fit the exact definition. So they're arguing the FDA definition of a protein/biologic is arbitrary, which it kinda is [anything longer than 40 amino acids (which is definitionally just a random line in the sand)]. After the arguments are made we'll get an initial impression from the judges before a final decision to be delivered some months from now. If it goes their way this will be very very bullish for Lilly and another win in their aggressive legal campaign to corner as much of the weight loss market as possibl

Anthropic: our AI will literally kill you Meta: awe look at how cute the lil guy is, did you know he can talk with a cowboy accent? Have a rootin’ tootin’ day I think I know who is going to win

Tulip King reveals why modern audiences demand to see you risk your own money in the markets. "I watched Andrew Ross Sorkin on the All-In podcast, phenomenal interviewer, phenomenal show host, and he doesn't trade. His money is just in ETFs which from his perspective as a journalist gives him neutrality" "I see that other side of it, but I would never be able to keep myself from trading and being in the thick of it" "I think the modern audience of young, hungry Gen Z to younger millennials want the authenticity. They want to see you make money, they want to see you lose money. They take it way more seriously to see you in the game with everybody else"