
Stocks/Crypto Investor, Analyst & Content Creator 💎 Building @GemHunterAlpha
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Joined August 2021
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Connor On-Chain retweeted
people still 'don't get the hype' and getting caught up in daily metrics with $orbio even as the market clearly tells you there is something there that you're missing
markets are forward looking - your goal is to ask what is possible given the facts at hand
the market sees the orbio team shipping at a pace unmatched by others in it's category - maybe that's why the market is buying orbio and not the other projects that had a 4+ month headstart and haven't expanded beyond the original idea of inference credits
the market also sees that orbio has a token sink/flywheel that, while in it's infancy today, has a clear path to driving a massive rerating if successful - it takes literally one success story for this to escape containment of the 2k people paying attention to it right now
i also don't understand the 'metrics' argument against orbio - it has gone $0 -> $3.5m revenue run rate in <1 month while pointing all protocol value directly to token holders ... that's elite for a startup and the kind of token alignment that is rare in crypto
it's a bet on the founder, market, and flywheel potential, with an understanding that the strength of those three for orbio can cause revenue to inflect vertically at any time
Connor On-Chain retweeted
study mog holders
we are not the same
we are delusional
and that’s why we will win
Replying to @HolderScan
Quick comparison across a few tokens right now:
Easy way to see concentration and stickiness side by side
🧵2/4
Connor On-Chain retweeted
When CT and Crypto YouTube is flooded with content the mania is here. We not there just yet. TikTok don’t count they starving for anything crypto related there
Connor On-Chain retweeted
The way crypto trades and what it has become has me never wanting to recommend it to a friend
Not in a bear and not even in a bull
Let them onboard themselves into his hellscape
Connor On-Chain retweeted
The thing about buying in max pain, is it is a thin line between the timing the bottom and catching a fallen knife, I just prefer buying max oppose to buying when the move is obvious. Of course, there's variables to making those decisions but all in the realm of risk management. Safe Trading Champs!
Connor On-Chain retweeted
CT has been so much better this bear market compared previous cycles. I love more of the crypto talks and alpha. I’m tuned into more spaces then I was when nfts was hot 😂😂😂
Connor On-Chain retweeted
Bittensor Subnet update with @AltcoinMillie xitter.cf/i/broadcasts/1qKVmmljv…
Connor On-Chain retweeted
Tcgs will be to millennials what precious metals are to boomers
Gold = pokemon cards
Commodity super cycle
Connor On-Chain retweeted
Crazy to see how cheap everything is in the peak of the crypto bear.
Most of these projects would launch with 10m market caps in peak froth.
Now you can buy 1% of a potential billion dollar token for less than $5k.
These are the type of environments I love to play in.
Connor On-Chain retweeted
Almost every "life changing trade story" starts off with someone being wrong for a while or being early but having conviction. You don't hear many start with, "I was having FOMO so I bought the most shilled stock on my timeline and now I'm rich". You just need ONE early trade.



















