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i just sold it all. i'm fully out of everything. ALL of my sol and high conviction bags... everything. i'm honestly completely done with this market for the next 3-4 years. a ginger roblox character has decimated the market and he won’t stop doing interviews accidentally gravedancing on all of us. we had a really good run going with ai and high effort tokens. honestly for a moment there i really thought crypto was going to return to it’s roots and that effort would be supported… but the second trump launched and crime became legal, we topped on-chain for the foreseeable future. at this point if you don’t see how cooked we are you are coping. simple as that… sol has become home to the turbojeet. everyone is too skittish to believe in something. CZ is subsidizing random bullshit on his broken centralized chain and STILL NO ONE is bridging after buying 20 tokenized grifts of his dog, eth maxi’s are still gravedancing on 4% pumps that will obviously reverse, hyperliquid is cool but still doesn’t matter if everything else is just infinity bleeding… don’t even get me started on murad’s list (violinmurad.jpg). bitcoin is fine and macro will continue to support it. but on-chain and alts are fully cooked for the foreseeable future. i don’t even feel like that’s an opinion of mine at this point, it’s just obvious fact. i want a golden bull like the rest of you, but we have squandered our opportunity for pve prosperity to greed and grift once again. my advice? get out while you can. follow the new quality ct accounts that are calling the on-chain top with me like @stoolpresidente and @AR15CRYPTO. i’ll be logging off this account for the foreseeable future. i want to thank each and every single one of you for playing. it’s been amazing to trench with you over the past 4 months. as you know, i’ve been mostly stabled since the pico-top and watching all of this play out… but it’s time to fully pull the plug. for my close friends… you know where to find me.

these violent delights have violent ends heaven is coming @heavendex

i'm fully out. done. this will be my last post for the next few years. de-risked and clipped out of every position around 7-8 days ago at the pico top. i advise you do the same. genuinely think it's fully over. why? we've just gone through the largest on-chain normie onboarding event in history. retail finally bought our bags... and what did we sell them? a slow-bleeding pile of grifty garbage. all we've done is show retail how to get dunked on so far... we've been very good at that... but all the new liquidity is starting to dry up. trump has frontrun all of the bullish crypto news at the start of his term. everything is and was already fully priced in, and now we are in freefall. there's nothing else left that is bullish to announce. we're going to pour $500B into ai research while two chinese scientists in a cave eating 200g of rice a day cook an open-source beheamoth and continue one-shotting us at every turn. idk if you understand how bad @deepseek_ai is for the US economy. AI is the final arms race that unlocks all other arms races... and we're about to be losing. for NO good reason other than the fact that we're the BETA CIVILIZATION. all this, alongside so many larger-than-life-never-wrong-icons on ct like @muzzyvermillion genuinely calling top... i think they are all right. i think we cool off for 2-3 years. we had a LOT of fun this cycle, but it's time to sober up. i'll be taking my usdc to the bank and spending some much deserved time with my family. i hope you guys came out with some profit, i've personally timed almost every swing perfectly. genuinely wanted to give a sincere thanks to all of you for playing. to my friends, i'll be offline for the next few years, but you know where to reach me. see you soon.

i genuinely can’t stop buying $arc although i got in at $85m i believe @arcdotfun is still a disgustingly undervalued asset, and might be one of my comfiest holds to $1B+ this cycle here’s why… 🧵

x.com/i/article/1959…

i have a brief moment before re-entering the vortex right now and i wanted to write a post to sincerely say thank you when we were starting @heavendex, i remember telling @0xfte "we need to unapologetically build the coolest thing that we can imagine" and now we're here...

an update: since launch 12 days ago @heavendex has bought back and burned $4.3m (~8.5% of circulating $LIGHT supply) ~$800m in volume has passed through heaven's pools starseed is now active new longform post coming shortly god speed

i just sold it all. i'm fully out of everything. ALL of my sol and high conviction bags... everything. i'm honestly completely done with this market for the next 3-4 years. a ginger roblox character has decimated the market and he won’t stop doing interviews accidentally gravedancing on all of us. we had a really good run going with ai and high effort tokens. honestly for a moment there i really thought crypto was going to return to it’s roots and that effort would be supported… but the second trump launched and crime became legal, we topped on-chain for the foreseeable future. at this point if you don’t see how cooked we are you are coping. simple as that… sol has become home to the turbojeet. everyone is too skittish to believe in something. CZ is subsidizing random bullshit on his broken centralized chain and STILL NO ONE is bridging after buying 20 tokenized grifts of his dog, eth maxi’s are still gravedancing on 4% pumps that will obviously reverse, hyperliquid is cool but still doesn’t matter if everything else is just infinity bleeding… don’t even get me started on murad’s list (violinmurad.jpg). bitcoin is fine and macro will continue to support it. but on-chain and alts are fully cooked for the foreseeable future. i don’t even feel like that’s an opinion of mine at this point, it’s just obvious fact. i want a golden bull like the rest of you, but we have squandered our opportunity for pve prosperity to greed and grift once again. my advice? get out while you can. follow the new quality ct accounts that are calling the on-chain top with me like @stoolpresidente and @AR15CRYPTO. i’ll be logging off this account for the foreseeable future. i want to thank each and every single one of you for playing. it’s been amazing to trench with you over the past 4 months. as you know, i’ve been mostly stabled since the pico-top and watching all of this play out… but it’s time to fully pull the plug. for my close friends… you know where to find me.

i'm fully out. done. this will be my last post for the next few years. de-risked and clipped out of every position around 7-8 days ago at the pico top. i advise you do the same. genuinely think it's fully over. why? we've just gone through the largest on-chain normie onboarding event in history. retail finally bought our bags... and what did we sell them? a slow-bleeding pile of grifty garbage. all we've done is show retail how to get dunked on so far... we've been very good at that... but all the new liquidity is starting to dry up. trump has frontrun all of the bullish crypto news at the start of his term. everything is and was already fully priced in, and now we are in freefall. there's nothing else left that is bullish to announce. we're going to pour $500B into ai research while two chinese scientists in a cave eating 200g of rice a day cook an open-source beheamoth and continue one-shotting us at every turn. idk if you understand how bad @deepseek_ai is for the US economy. AI is the final arms race that unlocks all other arms races... and we're about to be losing. for NO good reason other than the fact that we're the BETA CIVILIZATION. all this, alongside so many larger-than-life-never-wrong-icons on ct like @muzzyvermillion genuinely calling top... i think they are all right. i think we cool off for 2-3 years. we had a LOT of fun this cycle, but it's time to sober up. i'll be taking my usdc to the bank and spending some much deserved time with my family. i hope you guys came out with some profit, i've personally timed almost every swing perfectly. genuinely wanted to give a sincere thanks to all of you for playing. to my friends, i'll be offline for the next few years, but you know where to reach me. see you soon.

x.com/i/article/1959…

an update: since launch 12 days ago @heavendex has bought back and burned $4.3m (~8.5% of circulating $LIGHT supply) ~$800m in volume has passed through heaven's pools starseed is now active new longform post coming shortly god speed

these violent delights have violent ends heaven is coming @heavendex

x.com/i/article/1990…

gm some $LIGHT and @heavendex updates for you...

the great part about @heavendex starting off with memes is that you go "damn this will actually win, i can finally get exposure to the casino" then you realize that heaven is also able to house icm without forcing it and pushing devs who literally hate cypto to drop loom videos and larp that they care for 3 days we don't NEED to force icm as a narrative to be profitable, and that's why real icm will come a grasping palm holds nothing magnetize, don't chase

great feedback we cover this and much more on the @heavendex space ultimately, many of these statements seem obvious in hindsight, but weren’t mentioned in their original post for a reason new companies are essentially running sets of experiments based on how they see the market. some will work and some will not work heaven is no different these insights wouldn’t have been crystallized without heaven pioneering our product forward, and testing our theses and perspectives and we were pioneering many of the things that seem cemented in the launchpad arena now (100% buybacks, accessible flywheels), were not cemented at all when heaven launched where the experiment broke down was over-indexing on how unique and defensible our core offering was, and under-indexing on early eco support and championing a runner much more strongly i think the whole “momentum from tge” thing is true, but the best part about this space is that no one ever really looks away it’s our job as market participants to be open to being disproven (strong opinions loosely held), and to make rapid adjustments to our perspectives when new information is available to us as you said, it would take something remarkable for heaven to turn things around that is exactly what we are oriented around building taking all that we’ve learned from this first set of experiments (alongside the market) and cooking something remarkable we are not interested in building something marginally better and tinkering, we are interested in creating new games entirely alongside opening up verticals that extend beyond the category of “launchpad” or “amm” it takes a lot more than being crypto native to execute a vision (which this team has), but i wouldn’t underestimate the benefits of being crypto native as founders, and the foundation that is lays for a protocol listening, ideating, iterating, making decisions with the pulse of the market. being native helps us to experiment better, and get closer to the core of what the market needs. it also helps us to analyze each experiment much more thoroughly i truly don’t think that anyone is more aware of where we went wrong, what we should have done differently, etc, than our team, and i think the spaces reflects that many battles will be fought, many will be lost and won, but the arena remains open for the foreseeable future we must simply get up, and continue creating god speed

the $ZEN launch was some of the craziest shit i've seen in crypto thus far i bought the right $ZEN at $70k (2nd one) and saw everything play out exactly as it happened here's what went down with @mindbath... 🧵