Bitcoin's getting crushed and it looks terrible.

I entered on this Quantum Day thing because it seemed significant. I entered right here. And then I've just sort of been sitting in it.

Circle's revenue is terrible. They have horrible splits with Coinbase... their only moat or edge has been they've been the only investable stablecoin so far... But it's getting to the point now where you could buy whichever one you want... Why would you buy Circle? It has no moat anymore.

I'm not touching BTC, but what I am touching is this hyper liquid thing. This hyper liquid thing looks great, and I don't believe that Bitcoin's underperformance should stop HYPE's outperformance.

I took a position. I took a position yesterday, spot, on Robinhood... Entry is, uh, $89. It's at $85.5. I would be down— I'd probably get out minus 15% at like $75, or I will hold it +45%, give or take, to 125.

this company is so brutally set up for failure, it's not even funny. And so Saylor's basically come out and said, we are going to trade Bitcoin. We're basically a hedge fund

It's now 14% after hours. Bloom Energy is $3.45. What a move. What a fucking move.

not enough people are talking about the fact that a million teenagers in South Korea are taking a human growth hormone because their parents want them to grow taller. HGH.

until stablecoin market cap is going up and going up significantly, I don't think you see any sustained on-chain activity... the best metric is total money.