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@juli

893 Following

4361 Followers

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my tax loss harvesting was interrupted - as expected - by rising prices to make me buy in higher before the following dip. This way I avoid celebrating at all 😂

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It’s interesting to see farcaster coins only get bid by farcaster users and many Base coins being completely missed by this user base. For example, $checkr gets 300-500 unique buyers from farcaster within 1 day. (In this case it makes sense because it’s very farcaster specific). I assume $higher also has mainly farcaster holders but could attract a much wider target audience. Base memes go to 5M before the first farcaster (public wallets) buy-in or they go later-on to 50M and only a few Farcaster profit. Some Farcaster-launched coins make the jump to Twitter and are well-rewarded for it like $degen $lum or $bankr. Imagine what’s possible if we combine the social power from Farcaster (coordination, collabs, chat, updates) with the financial ecosystem power of Base, Optimism, Arbitrum, Ethereum.

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Looking for one Padel player tonight at 8pm in Berlin Kreuzberg? Anyone?

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It's easier to push the price upside than downside on $eth - I hope 😆

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Degens, what's the (non-) fundamental tokens we buying now? Farcaster, L2s, Ethereum, Near, Cosmos, Polkadot, Solana - all fair game. https://x.com/jrmr92/status/1902285015116829037

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dangerous Spot. seeing stuff when it gets launched but 15 minutes Late and missing the First candle. Most farcaster coins don’t get a second candle. Gotta Pull the trigger fast or wait for an exceptional project / Support Group 😅

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Create more opportunities.

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Just mintest a HIGHER MINDSET. This is sick!

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Got 5$ farcaster rewards. Prob should stop tweeting and instead cast more again to earn more. Engagement & payoff is 100x better anyways.

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Just joined the waitlist for @apemash 💥 Epic Token Clashes are coming!

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Outperformer Commit March: Day 9 & 10 ✔️ Taking pics and uploading every day is neither my strong suit, nor for everyone 🫣 Feel free to also log your commits in our Telegram chat or come hang https://t.me/OutperformerClub/1

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How come there's approx 10.000 live apps in crypto, yet I hardly ever see them promote their product, but instead see unlaunched networks promote random metrics they plan to achieve some day instead of traceable onchain adoption metrics? Token Launch is the main event/product in crypto 😂

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LFG Berlin people 👏🏼👏🏼👏🏼

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Which higher initiatives and products am I missing in this overview? IMO it's time we go hard on products. I like $higher for commits, challenges, bets, highscores in games, art/merch sales. Using $higher liquidity for a higher token network aka higher-aligned, higher-subinitiave tokens would be another onchain primitive/product I like to see soonish (maybe w/ clanker update). Pls share small and big ideas, initiatives, products. https://docs.google.com/spreadsheets/d/1ZHV73M8G0jmN5BY-KBDATtx3n4oID_cwnRc-xvOOoy8/edit?gid=802191168#gid=802191168

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Who are some of the strongest founders in crypto? - Brian Armstrong/Coinbase managed to build products at the right point in time (BTC Exchange, Crypto Exchange, Custody, Invests, now onchain) and turn Coinbase into the nb1 American crypto company. - CZ/Binance has killed the CEX game. - Vitalik/Ethereum's positive sum thinking, vision to enable 3rd party stakeholders was key for an l1, crypto economy to get off the ground and grow the nb 1 crypto ecosystem for a decade. - Uniswap/Aave have been the top DeFi projects for a while with a heavy focus on building efficient protocols but I'm kinda missing the focused execution, focus on token value, growth. While there's a lot of (tech) talent in crypto, I have my doubts about the strength of founders (maybe bc some are too technical, others have been too business-centric & not fit into crypto so far). At the same time, I'm sure there's great founders that built and sold companies, or keep shipping and iterating that I don't know yet. who's impressing you?

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I had twice a max portfolio drawdown of 30-40% from ATH when I was heavily betting on small-medium caps - which freaked me out & led to improving my risk management sig (bet sizes, cut losses..) - until this cycle where I went for the deadly combo of tax optimization & leverage 😆

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Incredibly bullish on projects that enable 3rd Party users, contributors, businesses in a permissionless fashion. Incredibly bearish on projects that are not founder-led and can‘t retain top contributors.

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Just wrote 2 threads on $eth, the relationship among l1, l2s and user-Investors. Most discussions seem to high-level discuss „something is wrong“ with the relationship because $eth Performance is Bad. Ofc every Model needs some finetuning but current discussions are very overblown as price is mostly determined in this traders market by Investor interest, not fundamentals, and in the case of $eth by prev Investor positioning, their appetite for the next eth killer, and ultimately trader sentiment reflecting ongoing negative discussions. The fundamentals seem pretty smart, leaning into hardcoded, well-researched pricing Models, as well as Social peer pressure among the l1 and l2s in a coopetitive environment. Only small tweaks are needed and can mostly be directly forced by holders, user-investor behavior, and soon probably also by validators dynamically deciding on blop pricing. Writing a blog today! https://x.com/jrmr92/status/1900822586981855301 https://x.com/jrmr92/status/1900855042799739091

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I'm a Speculator-Pragmatist (3.0, 3.0) on the Onchain Alignment Chart! I think the description is also pretty accurate. Check out your position:

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