So like Robinhood chain, 27 million funded users and Vlad's tweeting about it. Okay, new thesis. I don't really know how to price this. This should go up. Bought it at 60 mil, played it stupid.

that's Zcash short. Zcash gets exploited, new thesis. How do you price this? I don't know. Probably just go short.

I found myself multiple times over the past couple weeks thinking, do I need to long? Like, do I long pump? And every time I just cannot convince myself to do it. Um, numbers are also down relatively significantly here.

Hyperliquid is a great business that makes real revenues and is valued in part because of those revenues, but it also trades at a premium because of the collective belief that their users have in the network and their future plans to execute on that vision.

if we were to come back in crypto and have another real bull run, if you think about it, like pump the idea of pump fun and like meme coin deploys is one of the only multi-cycle verticals to last in crypto. Like, NFTs did not do multi-cycle. DeFi food farms did not do multi-cycle. ICOs did not do like, nothing has really done multi-cycle in crypto.

I'm long oil and I am long Shaw's right now. Hi, Nix and DRAM.

What about Palo Alto? Palo Alto? Yeah. Wow, wow, wow, wow. Up 4%.

if College Football 27 sets the precedent once, that if you get angry enough, they will cut back on how much they charge you for microtransactions. What's gonna happen when GTA 6 launches a casino, basically a casino in the video game for online?

I think if we believe the long IRL thesis the way that I think that I believe it, sports cards, which have not gotten the same flavor as Pokemon cards, probably go up only.

It might just be a better trade than fucking StubHub, dogshit company.