Best Change retweeted
20 years ago, i built an f&b business that grew into a chain of 30 restaurants across multiple countries.
year after year, revenue and profits kept growing. by 2014, the business was valued at $20m, and an f&b company approached me with an acquisition offer.
i sold every share i owned.
at the time, many people thought i left too early. my two partners stayed behind because they believed the business could grow much bigger.
a few years later, the market changed.
the business failed to adapt, nearly 80% of the restaurants were shut down, and by 2019 the brand disappeared completely. my former partners walked away with almost nothing.
that experience taught me a lesson i’ve never forgotten:
you don’t have to walk every road to the very end.
there’s nothing wrong with leaving money on the table if you’ve already made enough.
that’s exactly why i took profit on $syn.
could it still go another 50%? absolutely.
but i don’t need the last dollar. i’m happy locking in 30% and waiting for the next opportunity.
survival builds wealth. greed destroys it.
Best Change retweeted
ZEC and NEAR are not a coincidence trade. They are a closed loop.
ZEC is sitting around $1,200 with a $20B market cap after ripping hundreds of percent in three months. Grayscale’s ZCSH ETF pulled in about $460M in two weeks. That is the headline. The plumbing underneath is what matters.
NEAR Intents has now routed $2.17B of ZEC all time. Last 24 hours: $14.2M. Last 7 days: $42.6M. Last 30 days: $118.5M. Last 90 days from the weekly Dune series: about $308M. That is real size moving through a permissionless solver market, not a CEX withdrawal queue.
Meanwhile the Zcash network itself is actually using privacy. 4.87M ZEC is shielded, 28.8% of supply, roughly $5.9B sitting in the pools. Ironwood holds 3.89M of that after the Orchard seal and migration. Shielded transactions already printed a 59.3% share ATH earlier this year.
People are not just holding a ticker. They are putting coins in the dark.
This is the symbiotic piece most people still miss.
Zcash without a liquidity layer is a vault you cannot spend. You buy it on a KYC book, wait, withdraw, then hope you can get back out later. NEAR Intents flipped that. Zashi and Zodl let you swap BTC, ETH, SOL, USDT and a hundred other assets straight into ZEC, then shield it. CrossPay does the reverse. You pay from shielded ZEC and the other side receives USDT on Tron or ETH on Base.
Hayes said the quiet part out loud: you can send any asset to anyone on the internet from shielded Zcash using Near Intents.
So ZEC becomes usable private money.
NEAR becomes the rail that sells the shovels.
Every one of those swaps feeds Intents volume. Intents is already at about $27.8B all time, ~$3B in the last 30 days, ~$45M in lifetime fees. The fee switch flipped in February and protocol fees buy NEAR on the open market. Capture is still thin versus gross fees, but the flywheel is live: more private settlement demand, more Intents flow, more NEAR bought.
Pair data has even shown ZEC related routes eating a huge slice of Intents activity when ZEC is moving, USDT/ZEC alone has printed north of 27% of pair volume in recent snapshots.
That is why the correlation trade exists.
ZEC is the asset people want when they want privacy. NEAR is the execution layer that makes that privacy portable across 30 plus chains without a bridge circus. Zashi needs Intents to feel like a real wallet. Intents needs ZEC because privacy flow is sticky, high conviction, and it does not vanish when memecoins rotate.
One side is unstoppable private money. The other is the universal liquidity layer that finally lets that money leave the island and come back without doxxing the user.
That is not a narrative mashup. That is two products completing each other.
$NEAR to ♾️
$NEARKAT to 10% of ♾️
Best Change retweeted
the most common mistake I've seen after seeing hundreds of startup pitches:
conflating a regular business with a startup
- a regular business is something that has customers and makes money, but is limited in scale. most small businesses or lifestyle type businesses fit this shape
- for example, if you're making 1M revenue yearly and then 1.1M the next year, and then 1M the next year etc, that's a nice business, but it's not yet a startup
- a startup is determined almost exclusively by growth rate and scale
- i.e you make $5, then $50, then $1,000, then 1M, then 10M, then 180M etc
- that is to say, just having a good idea and a useful product with revenue is not enough to be a startup and hence raise venture capital. it must have the vision of an explosive growth shape
- this is important because this is directly related to raising money. founders get upset when they get rejected despite having a good product or idea with some revenue, but the investor looks at the growth potential. they do not care about turning 1M into 1.5M, their economics require them to turn 10M into 1B
- and frankly, you do not want VC ownership in a small business because it will directly hurt your freedom and take rate
takeaway: before thinking of raising funds because you've seen others do it, ask if you're building a regular business or a startup
the way to tell is by the growth rate and scale
Best Change retweeted
The bull cycle will come back.
And most people will make the same mistakes again.
Don't say I didn't warn you:
1. Don't marry your bags.
2. Don't put all your eggs in one basket.
3. Secure profits on the way up. Actually do it.
4. Always keep stablecoins on the side.
5. Know your exit before you enter.
The market will give you opportunities.
The question is whether you'll be disciplined enough to act on them.
Save this. You'll need it.
Best Change retweeted
🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.
One thesis that fits the data:
The exit liquidity rotation has begun.
In the next months, four companies are raising over $350 billion in fresh equity:
– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B
That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.
Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.
If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.
You just need the supply curve to flip.
This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.
When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.
The exit liquidity avalanche doesn't just hit overvalued stocks.
It hits anything liquid.
In the next few months, four companies are raising over $350 billion in equity.
– Google: $80B of net equity issuance to fund AI capex
– SpaceX: ~$75B IPO at near-trillion valuation
– Anthropic: raising at $965B post-money, up 53x from late 2024
– OpenAI: ~$100B at private market levels
That's a third of a trillion in fresh paper supply from four names alone.
Then there's the second wave.
An Anthropic employee who joined in late 2024 with $100K of equity is sitting on roughly $5.3 million on paper today. There are thousands like them at Anthropic, OpenAI, SpaceX, Databricks, Stripe, xAI.
Every single one is a future seller. At IPO, at lockup expiry, at the next tender. Founders, employees, and the earliest VCs are all trying to convert paper into cash at the same moment in history.
When the people closest to the asset are all sellers at the same time, the question isn't whether the technology works.
The question is who's left to be the bag holder.
This is what an exit liquidity avalanche looks like.
It doesn't crash a market in a day.
It bleeds it for years.
Best Change retweeted
This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming.
Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher.
Best Change retweeted
#Altcoins
One of the most bullish charts out there.
I have been sharing this chart for months, I hope you have been listening.
Impulse wave 2 has started.🫡👀
Best Change retweeted
#Altcoins
Never EVER fade this Altcoin-Chart, which I already share with you since 2022.
The similarities are unmistakable, aren't they?
Big things are coming.💯
Best Change retweeted
#Altcoins
Breakout from a 2.5 year falling wedge and currently retesting.
And yet 95% out there are still waiting for a "Black Swan-Event" to buy lower.
Good luck. I think most will buy much higher when they realise that there is no pullback to lower levels.💯
Best Change retweeted
Bitcoin Price Update:
1. We broke down from our range. As we always discuss, the more times a Support is tested, the weaker it Gets.
2. Dump straight from weekly open with thin order books. Recent Pumps were derivatives led.
3) nPOC tag and reclaim of $29.3k could be a long trigger.
4) Chart suggest we had insane amount of market shorts causing range breakdown, but limit orders didn't absorb.
Market Buying after the dump was absorbed quickly, not looking good for $BTC.
Bias: No trade zone right now, technicals suggest we are macro bullish.
Orderflow suggest we correct more before moving up, bulls don't have strength right now
Best Change retweeted
Let's say you want to see how many users sent ben.eth over 10 ETH. You start by going to his Etherscan page and clicking on the "Advanced Filter" button as such.
Here's the Etherscan page: etherscan.io/address/0x91364….
Best Change retweeted
Tips from someone who lost it all in 2018 👇
In 2017 I made great money in the bullmarket and I thought I was going to be financial free in few months.
Then I lost everything I had because of the bearmarket 2018. Simply because I had no plan. I didn't know what I was doing.
Best Change retweeted
KEY LEVEL (1/3) - Support & Resistance (S/R) Flip Zone:
We are going to look into the first type of key levels
👑 Support & Resistance (S/R) Flip Zone 👑
Like & RT appreciated ❤️
🧵1/19
#alanstapa #technicalanalysis #priceaction
Best Change retweeted
JUST IN: Goldman Sachs names #Bitcoin best performing asset of 2023.