Profiting off bearish projects since 2017
Cayman Islands
Joined June 2024
- Tweets5.8K
- Following173
- Followers709
- Likes10.9K
Holy cow, $LINK must be $240 by now, huge news for the token. Right marines?
The DTCC Tokenization Service is now live, and this is only the beginning.
Explore the service: brnw.ch/21x6JeP
Short Everything Capital retweeted
You are so full of shit, respectfully. The token is WORTHLESS. It’s $11 after being in business a decade. They walked back every promise to stakers, they never paid GMX fees, they never added price feeds or additional services to their staking mechanism. The token just keeps getting dumped quarterly for Sergey’s fat pockets. This has been going on for a decade. You have no idea what you’re talking about.
Institutions have said out loud they prefer fiat payments. Nothing gets sent to token holders. CCIP has been live for years and the fees keep getting smaller and smaller. The token is down 80% from all-time high, while the rest of crypto exploded. All these integrations have added zero to the token’s value.
Stop lying. The truth is “onchain”, so you’re not fooling anyone carrying water for these demons
Vibe researching certainly would make my job easier, yet I still do it the old fashioned way. I’ve been covering crypto professionally since 2020. I have a fundamental framework I use to value cryptocurrencies, which was applied here. It centers on the competitive angles, risks, and tokenomics. Had calls with the team at Chainlink to address areas where i found gaps in process.
I also think we fairly addressed the issue you bring up:
LINK holders do not receive direct cash flows, so revenue growth may not translate directly into LINK appreciation.
This is a common risk of many cryptocurrencies.
Our base case was demand for chainlink grows in-line with the broader crypto market. 2020/2021 will always be an overhang in the short term for many cryptocurrencies because the price rises were based on no fundamentals whatsoever. With institutions starting to use blockchains, fundamentals matter more going forward.
Short Everything Capital retweeted
Confirmation from Schwabs head of crypto research that Link's only thesis is the reserve.
In other words, you have to pray that the foundation (who wrecked you for years) decides to toss some cash in from their offchain business that you have no legal right to.
Should end well
Short Everything Capital retweeted
Men have gained essentially no jobs since Trump took office.
Since December 2024, the US has added about 760,000 jobs, and nearly all of them went to women, per government payroll data
You are so full of shit, respectfully. The token is WORTHLESS. It’s $11 after being in business a decade. They walked back every promise to stakers, they never paid GMX fees, they never added price feeds or additional services to their staking mechanism. The token just keeps getting dumped quarterly for Sergey’s fat pockets. This has been going on for a decade. You have no idea what you’re talking about.
Institutions have said out loud they prefer fiat payments. Nothing gets sent to token holders. CCIP has been live for years and the fees keep getting smaller and smaller. The token is down 80% from all-time high, while the rest of crypto exploded. All these integrations have added zero to the token’s value.
Stop lying. The truth is “onchain”, so you’re not fooling anyone carrying water for these demons
Vibe researching certainly would make my job easier, yet I still do it the old fashioned way. I’ve been covering crypto professionally since 2020. I have a fundamental framework I use to value cryptocurrencies, which was applied here. It centers on the competitive angles, risks, and tokenomics. Had calls with the team at Chainlink to address areas where i found gaps in process.
I also think we fairly addressed the issue you bring up:
LINK holders do not receive direct cash flows, so revenue growth may not translate directly into LINK appreciation.
This is a common risk of many cryptocurrencies.
Our base case was demand for chainlink grows in-line with the broader crypto market. 2020/2021 will always be an overhang in the short term for many cryptocurrencies because the price rises were based on no fundamentals whatsoever. With institutions starting to use blockchains, fundamentals matter more going forward.
“I’ve been covering crypto professionally” LMAO
This is yet another reason $LINK will never win. Notice nobody wealthy ever says they believe in Chainlink? Just literal who’s everywhere. Andrew Tate got buck broken holding the token. Eric Schmidt ran away as fast as he could. So did his boy Kemal. Mike Derezin left under a year. Ben Chan ran, Dahlia is gone. Steve Ellis never surfaces, a literal cofounder of Chainlink.
But these “crypto professionals” will pop up a dime a dozen to tell you your eyes are deceiving you
Love this Chainlink “LG” news. The kings of blowing hot air every single day
Anyone remember Fidelity? Nothing 🍔
T-Mobile? Nothing 🍔
WeMade? Nothing 🍔
The NBA and those NFTs? Nothing 🍔
Telefonica and the SIM cards? Nothing 🍔
Swisscom? Nothing 🍔
Mastercard? Nothing 🍔
Infosys? Nothing 🍔
Vodafone? Nothing 🍔
Google? Nothing 🍔
Lemonade? Nothing 🍔
Euroclear? Nothing 🍔
On and on and on. Endless name dropping and token price dropping right along with it
Ever heard of opportunity cost, $LINK marine? 6 whole years. You should’ve listened to grandpa and held gold instead you buffoon
Short Everything Capital retweeted
Chart
Really exciting to see major financial institutions like @CharlesSchwab do a deep dive into the @chainlink story. The world is changing quickly.
schwab.com/learn/story/crypt…
Short Everything Capital retweeted
I don’t really understand this …
THe traders who make real money are all at hedge funds etc.
My friends at citadel Brendan Howard .. millennium etc make 40-50mm a year consistently for years …
Very common knowledge that the traders at the big hedge funds make 100mm+
Not a single one of them wants to be w celebrity … even John Paulson etc who made billions as traders only became famous cuz movies were made about them
It seems the only “celebrity traders” are the one who made some money deploying rugs on pump fun and posted vlogs spending cash …
A top 10 hype airdrop recipient who made $110mm on hype and another 20-30 consistent year after year on his account just bought a 40mm dollar house in palm beach near me. He has like 70 followers on twitter. lol
I think this trader celebrity thing is only for people who aren’t real traders. It’s for young kids who don’t know what a real trader is and for them to scam their way to to wealth cuz they couldn’t as traders
When I made real money I literally left nyc and moved to middle of nowhere in Midwest and Palm beach house for winter.
No real trader who can make money from actual trading has ever wanted to be a celebrity or a content creator lol
Nothing wrong with the guys who do.,, but let’s not confuse ?
the rise of traders as celebrities makes a lot of sense to me
most people can't realistically become the next LeBron, but they can learn how to trade from someone who started out just like them
that relatability, combined with the potential to make money, creates a different kind of connection between traders and their audiences
i expect that to become a bigger part of the social trading
Chart
Really exciting to see major financial institutions like @CharlesSchwab do a deep dive into the @chainlink story. The world is changing quickly.
schwab.com/learn/story/crypt…
Short Everything Capital retweeted
“Chainlink will enable banks” Chart.
“The only crypto that matters is $LINK the rest is a scam” Chart.
“You’re buying animal coins?” Chart.
“Sergey is shaking the President’s hand” Chart.
“Once they flip the switch” Chart.
“Regulations take time” Chart.
“It’s totally not a scam like Solana” Chart.
“$1000 is FUD” Chart.
“SWIFT and DTCC!” Chart.
“Wow do you see who’s speaking at SmartCon?!” Chart.
“Chainlink enables quadrillions” Chart.
“I’m all in on Chainlink I know what I hold” Chart.
“We have world class academics working on this” Chart.
“Staking is paying me passively to hold Chainlink” Chart.
“Payment Abstraction!” Chart.
“The Chainlink Reserve!!” Chart.
“So what if we never make any money, I TRUST Sergey who never mentions the token!!!”
Imagine being a $LINK marine in 2027
