Roland
@neverabear
Followers
2,447
Following
1,508
Media
44
Statuses
405
investing @mechanismcap | @interndao | NFA
Joined March 2020
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
مدريد
• 1413401 Tweets
دورتموند
• 709481 Tweets
Real Madrid
• 349972 Tweets
Champions
• 242954 Tweets
Vini
• 193157 Tweets
Dortmund
• 174838 Tweets
Eminem
• 130722 Tweets
River
• 123710 Tweets
Celtics
• 106132 Tweets
The Atlantic
• 72995 Tweets
Knicks
• 56842 Tweets
E. Coli
• 56011 Tweets
Lakers
• 49772 Tweets
Tatum
• 44492 Tweets
Mark Meadows
• 33100 Tweets
Mineiro
• 31806 Tweets
John Kelly
• 24178 Tweets
Cano
• 23112 Tweets
Nacho
• 19920 Tweets
#WWENXT
• 18786 Tweets
Chandler
• 17824 Tweets
Gallardo
• 16686 Tweets
Mikal Bridges
• 13368 Tweets
الريال
• 13200 Tweets
#じゃがりこの日
• 11646 Tweets
おはスタ
• 11563 Tweets
Fonseca
• 11531 Tweets
梶谷引退
• 11062 Tweets
#ManiaDeVocê
• 10631 Tweets
Brunson
• 10329 Tweets
Pinned Tweet
investing
@MechanismCap
excited to be on the VC team alongside leading investors in the space
43
0
230
Bid ARB -> take profit into eip 4844 -> bid Eigen -> Win. Oh yes, also don’t fade Potter coin
Just follow the plan
Unironically 4chan full of alpha at times
43
135
810
I just realised Lido marketcap since launch in Jan '21 went 350x from $5m to $1.7b
But price is up 12% from its $1.75 listing price
Really puts things into perspective
25
44
545
People are asking "why $ARB "
Well. Best quantifiable fundamentals out there. Users love the chain. Ecosystem incentives are barely starting too.
Oh, also no inflation till March '24. None.
Data is out there
Bid ARB -> take profit into eip 4844 -> bid Eigen -> Win. Oh yes, also don’t fade Potter coin
Just follow the plan
Unironically 4chan full of alpha at times
43
135
810
12
18
147
This is why token unlocks are important. Great success for Lido early investors managing to unlock $1.7b without the price dumping. Less so of a success for early investors and fellow LSDfioors
2
1
81
Reporting for duty with ARB catalysts for next couple months:
- eth/btc trying to bottom for the short term at least
-ARB incentives will soon start
-ARB layer 3s (orbit chains) will be launching in the next weeks/months
-ARB introducing staking via a proposal
-eip4844 is
10
18
69
I am thrilled to announce the recent launch of the Altana Digital Assets Fund (ADAF) co-managed by myself and Samed Bouaynaya. The new fund will expand the company's longstanding digital assets investment success story that began in 2014.
Smol thread 🧵👇
8
13
60
you waited for
@blknoiz06
to tweet 10x+ later
But you heard it here first
Been holding & accumulating $giko for 5 months and now we hit escape velocity
gg to
@MOKSHA_256
@x40_oz
and all the friends that accumulated and never sold
'historical relevance & provenance' is one of the most important factors when looking at a meme
$giko is the world's first internet cat. literally the first cat on the internet
study giko
7
7
28
7
12
61
When analysing from this perspective, did Lido really do that well for normie investors?
5
1
29
'historical relevance & provenance' is one of the most important factors when looking at a meme
$giko is the world's first internet cat. literally the first cat on the internet
study giko
7
7
28
Always read the small print
Celestia has good launch tokenomics, and no unlocks until Oct '24. But what if all investors are staked and able to infinitely dump their 21% staking APR?
This would result in roughly $1b of inflation that early investors can dump per annum
Can
5
4
28
Rumour is that $PEPE started from the
#Milady
community
Looks like they have also created $LADYS and are secretly the largest holders
How someone made unrealised profits of $16.8m from $520 in two days
3
1
17
$SUI launching today and it's important to look at their distribution schedule to assess monthly inflation and investment opportunity
3
7
18
Wolong: The Game of Deception
Whenever you look at the Pepe chart, read this article.
Whenever you can't understand price action, read this article again.
Whenever you want to sell your high conviction bags because of chop, also read this article.
3
4
20
11 occasions when Bitcoin rose at least 5% on successive days in the last five years
Historically the start of a new strong trend
1
0
16
thanks to
@InternDAO
and the power of communities for making this possible. study community & DAOs ✍️
0
0
18
Generational Wealth 101: Meme edition
> run PEPE up
> wait for negative funding much higher, then wait 2-3 days, sell into the short squeeze
> rotate all into Bonk as its cycle lags by 7months
> hold bonk for 6-12 months and sell max euphoria
> achieve generational wealth
1
4
16
there are no coincidences, there is no luck. pepe will make it all back
$pepe is the meme in 2024
-biggest outperformer
-funding is flat/negative, and the move is spot driven
-better meme than $shib, and there's 3x to flip it
-listings on RH US & Coinbase (?)
-Trump (?)
memes are becoming fundamental in shaping modern society. are you well allocated, anon?
$pepe has potential to become the meme in 2024, pushed by normies and mainstream media
Why? Trump is dominating the GOP primary, with recent news of him leading in five out of six swing
0
0
3
2
0
16
DeFi Summer 2.0 Catalyst
Uniswap created a precedent with the largest airdrop known to crypto in 2020
Creating precedent with it's fee switch, sharing revenue to $uni holders and moving towards a revenue-accruing token
DAOs will have to follow. Thinking of $LDO $OP $ARB $EIGEN
7
2
10
DOGE: ATH $80B, now $9.3B
SHIB: ATH $40B, now $4.4B
$pepe now: $400m
One of the two groups is mispriced
the only meme token that was listed on all T1 exchanges in the last 18 months
the frog has potential
1
1
12
Great podcast hosted by
@YWhales_W3
discussing the long term prospects of digital assets and managing a lonly only liquid fund in the space within a hedge fund.
Thanks for having us!
1
2
11
This is what $SUI should look like if it follows $APT listing price action
Pump for around 40% soon after listing before it's over
1
1
10
@Crypto_Joe10
On the upside, you can easily turn it into a revenue generating asset. color fits well!
2
0
10
People's Bank of China injected a record $115b of liquidity in the last 7 days to support their banking system. Remember Bitcoin's run during Silvergate's collapse?
Liquidity matters: Bitcoin has the fastest and most aggressive response to global liquidity injections
Yes,
4
3
9
It was a pleasure to participate in this discussion, debating L2 scaling and the future of the industry.
Thank you
@21e6_Digital
for hosting us. Great panelists
@Justin_Bons
and
@Paulnternet
This was a great discussion with my peers in the FA-based crypto fund world
We discuss how we invest in cryptocurrency & debate L2 scaling, BTC & governance
Special thanks to
@21e6_Digital
for hosting this meeting of minds with
@Paulnternet
&
@neverabear
6
9
31
1
2
9
for bulls:
the best strategy in a bull market: buy
the best strategy in a bear market: wait
1
0
8
@theirish_man
in 2018 bear market crypto had an existential crisis as people weren't sure whether the space would exist the following year
industry is maturing in time. we will build stronger
0
0
7
So $ARB revenues are 9,306 eth = 17m USD
Circulating marketcap is $1.43b USD
Their revenues are already 1.2% of circulating marketcap because of very high volumes.
Wonder what that will be 1-2 yrs from now
In total:
The Arbitrum DAO has accumulated ~3,352 ETH in revenue,
The Sequencer will be refunded ~5,954 ETH which is the cost for posting all data to the Ethereum network.
How exciting is that?
32
36
249
3
1
8
how do you know in which market we are?
judge which of these two strategies have had sustained good perfromance lately. adapt.
0
0
8
Yes, Doge did 500x last cycle (March 2020 - May 2021)
But before doing so, it did this for 522 days.
When bidding $Pepe for an asymmetric upside,do you have the conviction to hold 2yrs of chop?
4
3
7
1
0
4
The one infra project that integrates all restaking protocols. why bet on one, when you can bet on all
1/ We’re thrilled to announce our seed funding led by
@FinalityCap
and
@BreyerCap
as we work towards facilitating the creation of innovation on
@eigenlayer
and
@babylon_chain
! 🏗️
56
69
300
0
0
6
phase 1 started
ETH has tailwinds, while SOL has headwings (redacted selling locked SOL in size)
$pepe to outperform $bonk
Enjoy
Generational Wealth 101: Meme edition
> run PEPE up
> wait for negative funding much higher, then wait 2-3 days, sell into the short squeeze
> rotate all into Bonk as its cycle lags by 7months
> hold bonk for 6-12 months and sell max euphoria
> achieve generational wealth
1
4
16
2
0
5
@multivitamln
still shows that they had the info to buy $LADYS listing. they could've bought on 10 other addresses as well. beginniner's error not to split up your tokens on multiple addresses and own more than 1% of tokens per addy
2
0
1
A main catalyst for (4) new ATH will be the launch of voting on governance proposals
This will likely lead to the introduction of staking and utility for $BLUR , while no inflation for many months ahead
Airdrop playbook is (1) pump (2) dump (3) bottom (4) new ATH
BLUR looks like it could be coming toward the later stages of 3 (uptick in volume and no new low on FOMC are promising).
2
4
37
1
1
6
0
0
4
Altana Wealth was founded 10 years ago and is a specialist asset manager focusing on specialist and often uncorrelated strategies, with asymetric risk return profiles.
1
0
5
Altana has been a pioneer in digital assets, launching the Altana Digital Currencies Fund in 2014 (the oldest European Digital Asset Fund) alongside
@alistairmilne
, co-founder & CIO. Since then, the fund generated 100x returns at peak, and has won multiple industry awards.
1
0
5
ADAF is a discretionary fund that invests in blockchain across a spectrum of sectors with a fundamentally driven investing style.
Our strategy is to ascertain a hybrid style of liquid & VC investments with a long-only investment bias.
1
0
5
They have 8% of $LADYS supply and bought for $528 in one tx, now worth $16.8m
0x61de4e9dbfda4faf9da329bc47a7c1c5e339ade5f6be08524a81937b4f4fba0f
1
0
4
@Crypto_McKenna
very good, informational thread. $ARB is one of the few tokens that give you large upside with somewhat limited downside as bids are stacked in the $1 area
0
0
4
@tier10k
my intern informed me you stole my tweet
Fed just announced a new Bank Term Funding Program (BTFP) for banks. I think they meant BTFD but missed a letter
1
0
3
0
0
4
@alistairmilne
In 2017 we have launched Altana Speciality Finance (ASF), a niche digital assets over-collateralised and liquid lending strategy. Since launch, the fund has had 66 consecutive positive months averaging 12.7% annualised net returns.
1
0
4
0xAf2358e98683265cBd3a48509123d390dDf54534 is the largest $LADY holder
They also bought $PEPE for 0.013ETH on launch and is now worth $4m
1
0
4
@alistairmilne
In a natural progression to capture Blockchain Tech evolution, ADAF will provide investors with direct exposure to the highest quality digital assets. We will benefit from Altana's macro expertise and the cumulative experience of our cross asset trading desks.
1
0
4
"all tokens, locked or unlocked, may be staked, but staking rewards are unlocked upon receipt and will add to the circulating supply"
fun times gg
1
0
4
1
0
4
Some things in common with USDC depeg and $Arb:
- Sunday illiquid market
- FUD
Don’t need a crystal ball to realise what happens when the FUD is cleared. Nobody will remember this in 2 months from now.
If you wanted a entry, this is better - especially if multi month hold
0
0
4
1
0
4
"Hedge Funds Boost S&P Shorts to Decade High Before CPI, Earnings" - they will all print, right?
hedge fund positioning is at decade lows
1
1
4
Arguably one of the best indicators ever made
Hash Ribbon buy signal!
The
#Bitcoin
miner capitulation has officially ended today, making it the 3rd longest capitulation in history at 71 days.
This capitulation zone was longer than 2021, and just two days shorter than 2018's where price touched $3.1K
185
561
2K
0
0
4
@BillyDishman
fair enough, thanks for clarifying
Still $320m annual staking rewards that can be dumped, which is around 50% of circulating marketcap
0
0
3
0
0
3
@0xBoccaccio
@UpOnlySometimes
🤝🏼
On the other hand:
- this is not 2021 bull market mode
- NFT volumes are extremely low
Limited bid, but fractal is promising
0
0
3
Fed just announced a new Bank Term Funding Program (BTFP) for banks. I think they meant BTFD but missed a letter
1
0
3
@smileycapital
If ETH performs well, and ETH is usually a proxy for altcoin performance, alts should perform better than in 2019 too
1
0
3
memes are becoming fundamental in shaping modern society. are you well allocated, anon?
$pepe has potential to become the meme in 2024, pushed by normies and mainstream media
Why? Trump is dominating the GOP primary, with recent news of him leading in five out of six swing
0
0
3
@zezima233
@0xjune_
orbit chains will be high beta ARB exposure. just need to pick the right ones tokenomics wise
0
0
3
@slurpxbt
how can you account for USD transfers to fiat on-rails. kraken, coinbase, etc?
I would assume people like Saylor aren't minting USDT to then get Bitcoin. They are buying Bitcoin with USD directly
2
0
3
$SUI launching today and it's important to look at their distribution schedule to assess monthly inflation and investment opportunity
3
7
18
1
0
2
@blknoiz06
gib L2 szn
Reporting for duty with ARB catalysts for next couple months:
- eth/btc trying to bottom for the short term at least
-ARB incentives will soon start
-ARB layer 3s (orbit chains) will be launching in the next weeks/months
-ARB introducing staking via a proposal
-eip4844 is
10
18
69
1
0
2
@intuitio_
leaving this here
DOGE: ATH $80B, now $9.3B
SHIB: ATH $40B, now $4.4B
$pepe now: $400m
One of the two groups is mispriced
the only meme token that was listed on all T1 exchanges in the last 18 months
the frog has potential
1
1
12
0
0
2
0
0
2
@Crypto_Joe10
One arguments to make why the BTC outperformance won't be as strong this time around is that back in 2019 significantly more trading volume was done in BTC and there was a lack of stablecoin pairs and infrastructure for alts
1
0
2
