Diary of a speculator Prev: cofounder @icoalert @pirata_capital
speculating
Joined February 2018
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Imagine the Druck tweet about Hyperliquid was the "Trump launches a memecoin" moment for hyperliquid:native
What's bigger PR than Druck's first tweet ever?
...Dems sweep, tokenization slows, regulatory blackballing again in favor of incumbents
I don't think it happens but it's a great bear porn thought on a day like today
Still lost 3x these gains in the passive stonk port today, but its the small things that count on days like this one lol
These moments might feel like a discount on coins but in reality are like a cancer on speculation for a bit
The stableoin balance in crypto was ~$301B and now its like $295B
That's real people losing funds, that Binance will pay back, but may slow risk appetite for a bit
$INK season is gonna be legendary
If less people want risk in the stock markets moving into 2027, what's the reason they want risk in crypto between now and then?
This is usually the Fed meeting where you'd think "certainly these guys won't hawk us to death considering the AI trade debacle of October right?"
And then they hawk harder than ever 🫠
As of right now would bid at the following levels between now and EOY:
$Near: $3-4
$VVV: $17.50 - $21.50
$ZRO: $1.25-1.55
$HYPE: $74-79
$ZEC: $1000-1200
$BTC: $75k-78k
Started with a $77.75 fill on HYPE already on Monday
Cautious mostly due to the Fed, so today is a big day