Inspired by posts from @rektdiomedes about his portfolios on different chains, I thought I'd write my own thread about my current portfolio allocations, with reasoning, and thesis. Plus give you my shortlist of protocols I'm watching, or planning future allocations for. A 🧵

@dcfgod @capnjackbearow Does anyone really have the info to know they can get 500% on ibgt? Thru which pools? In quantity?

@beradrome Is bero live yet?

I wanna nominate @chameleon_jeff for baller move of the cycle I was always a massive hl bull, but for the life of me, I couldn't figure out how they'd drive value to hype token, w/o taking away from hlp Yeeting hl insurance fund entirely into hype token, is literally the must baller thing any MF'er could ever do, and this man is an actual hero

I'd rather compare fdv But yeah (And bera should trade with a 25-50% fdv premium to avax tbh)

May not even be visibility exactly that is the holdback for understanding bera eco But many ppl (myself included) have conditioned themselves to fade eco stuff until proven wrong Only those of us in the bera trenches realize the quality of builders and projects in Bera and that this is the one time fading eco is the wrong play

Someone I used to read (maybe @bretcontreras ) used to say "anti rotational strength, is rotational strength" For the golf training prioritizing anti rotational/single side stuff like: 1 arm push up position plank 45# lb bumper pinch grip suitcase dead's Pistol squats Just ordered Roman chair back extension too Start hitting the back extensions (actually a misnomer because it's all hip extension) both double and single leg again, to get isometric back strength bak up

RT @mirionics: IMO everyone should be rooting for bera and eco to do well regardless of exposure PoL succeeding = fun new playground PoL…

Ex fukin actly I love hype, but eco wise, nowhere near on bera level I honestly think those of us in bera trenches, think the massive eco is more visible to outside than it actually is tho Once flywheels start spinning ppl will have incentive to come learn

@tangrammmm

Think you need to look at him more as a person personally Getting a lot of "validation" from Trump, probably feels good on levels Elon doesn't even fully realize Plus the ego feed of getting to be in such a hi profile role, doing what he's best @ Not exactly "surface reasoning" but I don't really buy "underlying personal financial incentives" as a main reason personally

This MF'er philosophizing like he Batman or sum shit

@berabuilder ok

@berabuilder Look, I kno there's not shit to do on beradrome yet But that's fukin perfect Let your believers get in, max fukin loop, while everyone thinks berachain is fukin dead Then we they see those fat birbs, we all fukin rich

@berabuilder Now drop a fukin dapp

@itskoz3 Me

@lbi_trader @Pentosh1 Seconded

Just a joke about 0 tbh Lower low, beneath that 100 level looks rite to me tho Imo, u.s. has no choice but to start decent size qe, in conjunction with lowering rates soon If rates aren't lowered, the scale of the qe would simply have to expand No other way the math works to continue paying the growing interest on our national debt, which we are currently having to consistently refinance at 4%+ Only way for tax base to grow is strong financial markets (cap gains) And I don't buy for a second we going to raise any substantial amounts thru tariffs (substantial re: being able to cover growing interest payments) As @LynAldenContact says "Nothing stops this train"