daddy fiskantes ⭐️🩸
@Fiskantes
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joker of all trades, maker of decisions, CIO @Sigil_Fund , troll @DevmonsGG , partner @ZeePrimeCap
Sigil
Joined September 2010
Idk who needs to hear this but losing all your money is not the end of the world. Even losing more than you have. Don't do anything stupid. I never shared this before but:.
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OGs who bought BTC below 4k, ETH at 200, SOL at 2, SNX at 0.20, RUNE at 0.12, LEND at 20, LUNA at 0.5, farmed YFI, CRV. posting memes like
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Founders should launch as much circulating as possible as early as possible. I guess there are some SEC rules that require some sort of grace period, but when that ends, they should just rip the bandaid and disperse the tokens, let the market figure it out. Will solid projects be.
Launching at a high FDV meta is completely over with majority of assets bleeding 70-80% since TGE. Bitcoin and Ethereum were so successful because earlier buyers were massively rewarded and created a cult like following. How the market operates right now is exactly the inverse.
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“Points”. “Points”. “Have you ever restaked your ETH? Points.”. “Points.”. “When you're not leverage farming points do you read whitepapers? Points.”. “Points.”. "Intersubjective.”. “Intersubjective.”. “What's it like to hold a non-transferrable token? Intersubjective.”
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@SBF_FTX @andrewrsorkin @dealbook Will you be talking about misapropriating customer funds or you still trying to spin narratives like it didn't happen?.
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People think there is some magic, some hidden alpha to finding undervalued or high potential low cap projects on secondary. Idk abt others but when I was doing that last bear market, I just picked a cap range (e.g. 5M - 20M) and went through gecko, one by one.
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Imagine Alameda is solvent and fully hedged. If they are actively trading this spot, they have so much information asymmetry its not even funny.
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"If you want mass adoption of crypto you need to put up with KYC, censorship, centralization, custody. ". What's the point of mass adoption then if it just re-creates the system we already hate?. I don't care about such mass adoption, I want freedom for those who want to be free.
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Do people want to use Ethereum killers or do they just want cheaper Ethereum?.
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It will be you, your skills, work, time and grit that will get your out of the mess, maybe with a help of friends and family. Not some token or a leader. Times like these are not good times for gambling or blindly following anyone. But re-build trust in yourself.
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Tesla running their own node to accept #Bitcoin is actually cool and important story, but I think mainstream won't come near understanding it.
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NEVER .WORSHIP.ANYONE .IN.CRYPTO.EVER .AGAIN.NEVER .TRUST.ANY.CENTRALIZED.ENTITY.NO.MATTER.HOW .BIG.AND.SMART.YOU .THINK.THEY.ARE.
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I have been meaning to write this for quite some time now and hopefully it will mark a generational DeFi bottom. But in last few months I became quite disillusioned by the state of DeFi, not in a sense bearish on tokens, but in a sense that it destroys more value than creates:.
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Crypto will gamify finance and financialize games.
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Huge exploit: *happens*. CT: NOOO! We need more security!!!. Devs: delay the launch to increase security. CT: wHy dOEs iT takE yuO so LoNg, oTHeR prOjecT iS fAster. You are all retarded.
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Once I was -150k net worth, because of very stupid mistake I made. That was a huge pile of money for me back then. The day it happened and subsequent two weeks felt very crushing. It was hard for me to even do basic things like leave my bed and shower.
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BTW this is another huge tell tale that SEC and regulators are useless. They went after LBRY, random small cap project with utility token literally nobody had ever any reason to complain about. While they miss the biggest fraud larping as "highly regulated" under their nose.
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They don't want you to know this but you can outperform by doing your own deep research, making few concentrated bets and then sitting on your hands doing nothing and ignoring short term price vol.
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I used your product once, now I feel entitled to 5 digit airdrop which I am going to immediately dump and if I don't get it I will raise hell on social media. In fact I will probably complain about something even if I get it, like team keeping some allocation for themselves. GM.
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Imagine if people cared about important things as much as they care about a result of a sports game.
Unreal scenes in Argentina to celebrate the World Cup victory
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The new narrative that will dominate crypto in next 12-24 months
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Everyone building ETH killers taking notes rn:. "9 validators not decentralized enough".
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Also its confusing how many different segments "RWA" covers. From stablecoins, tokenized stocks or RE all the way to tokenized watches. If the term is too broad it stops being useful.
RWA people. please stop calling them RWAs. this framing is value destructive. you are telling the people who are not in crypto that you do not live in the real world, and that you want the real world to come to bizarro crypto world.
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After several months of rigorous mathematical analysis I figured out under which price conditions it is generally good and bad to provide liquidity on @UniswapProtocol
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Why US doesn't have a mechanism that would allow you to sign that you take full responsibility for your investment decisions and give up any protection, thus making you exempt from all these patronizing nanny state rules?. - can drive trucks and own guns.- cant leverage trade.
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Ultimately if you don't give up on yourself, time heals everything. The shock will dissipate and your mind "returns to normal", your brain is very flexible and can adjust to horrible circumstances.
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I haven’t seen this level of doomerism even in 2018…. Everyone is jaded. All crypto is just a big casino, quickly dying. Macro is dead, literal mentione of WW3 . Basically tech innovation ends here and you should hedge by long spot canned beans and 7.62mm
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These narcissists are addicted to your attention. They were once celebrities, their egos flying high and bloated like a hot air balloon. Even after balloons popped and they are escaping their creditors, law and justice they can't help themselves. I suggest you do the same:
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@adamscochran You yesterday:. "We should deport Elon Musk and confiscate his companies". You today:. "How do we even heal this divide". (as a canadian).
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I just remembered this exchange. where are you indeed.
@Fiskantes this tweet is both not a joke and not a drill, you can screencap it if it helps. called the picotop and picobottom in realtime to sovereign wealth funds, where am i and where are you.
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I was too proud to even tell my friends about it, so I suffered in silence. Don't do this, it's better to let it out and share. If you don't feel like sharing with friends and can afford it, a therapy is good thing to consider.
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Increasingly convinced that next 0 to 1 killer crypto app will not be built by any OG crypto native but by some absolute outsider who will for some reason find crypto as the right tool for the job. OGs are already too entangled in the current crypto paradigm, too jaded, seeing
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@Cheguevoblin Escaping the matrix by working hard to buy luxury crap and flex on socials. sounds too much like embracing the matrix to me.
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LOOKS like those who provide the lowest value for the space are the loudest again
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Sometimes I intentionally ride an investment to zero as part of my stoicism practice.
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Only after -80% will you really know how big your "community" is.
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Ethereans: Imagine selling your ETH before EIP1559.Also Ethereans: Oh look, a squiggle, better spend 5 ETH on it.
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Its incredible how many people want to see OHM fail.
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@inversebrah Ngl if anything makes me want to leave this space its this. One scammer doing interviews instead of being in jail and another scammer calling him out to build his own clout back. Clown world.
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Just don't do anything stupid and reckless. I'm not a therapist or anything, but my DMs are open if you feel like it.
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My dad is buying gold every quarter for like 10 years straight. In 2019 I gave him a small position in our liquid fund as a gift. He was surprised how fast it grows and kept aggressively taking profits all the way up. What did he do with profits? Buy more gold.
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Even if you are full time in crypto investing/trading/flipping/whatever, you will miss more 100xers than you will catch. And you will watch others catching them. Better come to terms with it.
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If this is your first cycle, study 2017, lessons in there
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You had 2 years to fuck around, touch grass, pick up hobbies or girls, get fit, healthy, lean and mean, energized. hope you spent it well, now its time to start focusing on the ball again.
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ETH holders watching ETH underperform absolutely everything else for the last two years, then finally getting an ETF green light and watching it underperform some more. 2024, colorised
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It also helped me to write for myself. First write down all the things I felt and all the steps which lead to my mistake. Then I wrote the lessons I learned and then I brainstormed all the possible ways forward. Possible solutions.
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What helped me cope was realizing that my situation is similar to any post-college in US, if they can make it, I can too.
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Only in crypto:. 20yo degen who lives with his parents and wonders how to turn his $800 to 7 digits fast. vs. 36yo VC with the team of 12, 9 digit AUM, 10y fund lifecycle and institutional LPs backing him. both talking past each other like they are playing the same game.
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I can’t wait to see what sort if deranged overconfident sociopath we will be worshiping next cycle.
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Hint: calm down, it's not the top. dance floor 70% empty, couple of sweaty nerds on ket cringeing around. Thats CT, normies are not here yet.
What part of the cycle is this? Asking for a friend
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Not sure who needs to hear this but. one thing to understand about this crypto twitter game: . Nobody here "leaks alpha" by accident. By the time your favorite influencers positively tweet about something, they are already balls deep. Some are even selling while you are buying.
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Hiring people from tradfi actually makes a lot of sense. They have many positive habits that crypto natives lack.
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Crypto is too big now to just live off empty narratives and vague promises of asymmetric returns. This worked when we were below 1T total mcap, but it won't work now. This cycle we as an industry really need to come up with real products real people who are not on CT wanna use.
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Also if you are in a rut, never trust any single asset or an investment to "save you". Making it back in one trade is a meme, not an advice.
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I wish key ETH people would be as outraged about most L2 security models being basically a multisig as they are about Lido getting bigger market share
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Crypto is like one big social experiment of the deep state to see how radical free market conditions alter the human psyche and social structures innit. and we are all guinea pigs. like. we are in a virtual lab without knowing it. this cant be real.
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I found most of my best bets via hard fundamental analysis. Its not because narrative driven bets wouldn't moon as well. narratives rule. Its because only with fundamentally sound and well researched projects I had high enough conviction to not take profits too early.
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Then I went out, did some exercise (works wonders on chemicals in your brain that affect your mood) and just tried to get back on track.
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The most crowded investment opportunities are NEVER the best ones. Look where the ball is going to be, not where it is.
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"NFTs are dumb, the real value will always be in good old physical world". Physical world:.
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This restaking wrapped leveraged yield L2 trend will probably cause the next crypto winter. There are simply too many moving parts and too much FOMO, opaque leverage and exploit surface. Next FTX and Celsius will be on-chain and it will also collapse on-chain. It will be.
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Liquidity is probably shit but this is free money. max out on "NO" and either win or money is none of your problem anymore
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As someone who went through all those stages (apart from buying yachts) I must disagree. I am significantly happier now than I was when I was in my early make it days. Those days were great in their own right and I remember them fondly. But the gap of your well being between.
50k is a lot of money until u have it in ur wallet and realize its all just numbers . then u aim for 100k and realize 100k aint gonna change anything, so you aim for 1m. once at 1m (im not there tho, just assuming) you're gonna surround urself with ppl who have 10m and realize.
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I think one big mistake many people will now make is thinking SOL = Sam's coin and it will go down with him.
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idk who needs to hear this but 3AC guys are sociopathic, their attempted comeback is coldly calculated act without remorse and those who give them benefit of doubt are either sociopaths too or just very naive inexperienced people who are yet to learn some hard life lessons.
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That’s what I call a trustless lineup. I wouldn’t trust a single word coming from these people.
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I think its clear now, you guys want to learn instead of ape, thats good. The thread on alpha below:👇.
How do you want your alpha served?.
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Watching this beef between Aave and Yearn is like watching your parents getting divorced. Pain, guys. Pain.
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Most of crypto tokens are basically Being Early as a Service. You missed out on X? Dont worry we created Y which is almost the same as X. but you can still be early.
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Since I came into crypto, the common lesson which keeps replaying across cycles and ecosystems is:. Don't follow confident leaders. There is something about crypto that makes them rise and fall faster than anywhere else.
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there are people who supposedly "work full-time" in crypto but post gm to 39 discord groups and 17 chats every morning, meme about being horny and shitpost with 3 per hour cadency.
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@beausecurity @pumpdotfun I guess crypto also help us speedrun re-learning why censorship on the internet exist. There are some people out there who do anything for a bit of cash.
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People who believe in 100b targets for memecoins - who do you think is the marginal buyer at 100b valuation and whats their reason to buy and hold it?.
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Observation: every private group I been to, no matter how alpha rich and chad packed it starts. over time gravitates towards a circlejerk echochamber, as those who have same bags/opinions get louder while those with differing views either flip to comform or get quietter.
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When I reached 10k followers I wrote this thread on "alpha". Can’t believe it was just half a year ago, since the landscape changed so drastically. Now I promised to drop another bigger mind puke at 50k.
1/ What is alpha anyway? . "Alpha (α) is a term used in investing to describe an investment strategy's ability to beat the market, or it's "edge.".
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