@SoskaKyle / appears on tweets, rasmr, tweets, tweets, rasmr, rasmr, tweets, rasmr, rasmr, tweets, tweets, rasmr, tweets, tweets, tweets, rasmr, tweets, tweets, rasmr, tweets
No settled calls yet — credibility updates as call horizons resolve.
Because I think the market looked at it and said there is a legitimate threat that these guys are old, they're boomer, they're legacy. They are going to be slow to adopt perps. CME is going out trying to like sue the CFTC over giving Kalshi a perps license and not like them.
Hyperliquid fixes that, right? Because they just buy the token back. So there is like a very direct line between this product is useful... and then the token goes up.
I'm completely aligned with you on this. Like, and this isn't just the Solana ecosystem. This is a lot of things like the token and then the actual product or the ecosystem for almost everything is so divorced... I'll be using Solana for like the next decade... And yet the SOL token might not really do much.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Okay, so I think, I think in all possible endgames it gets worse before it gets better, right? Because the first step is that he sells Bitcoin, so that's not going to be a great day. Probably we're not going to know who's selling the Bitcoin... you'll just wake up one day and you'll be like, damn, there's a very motivated seller of Bitcoin today.
ultimately what this comes to is that he should be selling Bitcoin, and I think the market is going to force him to sell Bitcoin. And he sort of changed his narrative on the last earnings call, and he said, watch out, I will sell Bitcoin.
I'm very bullish on like B2B robotics, like robotics for doing industrial tasks... I'm not enthusiastic about like the RoboMaid that's going to clean my kitchen
if you get SpaceX and you get OpenAI and you get Anthropic and you get companies like, you know, Google going out and issuing equity capital, we are going to undo over 7 years of buybacks in 1 year.
the market thinks that the spend isn't productive anymore... Now they're saying, if you spend a dollar, you might have wasted 20 cents.
The Micron leadership kind of wrote a call option at the money and said prices won't go up from here. Right. And that's weird. That's, that's something you pay attention to.
No reach data yet.
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