Aron

@ActiveGambler @blknoiz06 @jtx_trade Right, succesful one. 🫣

@NFTAron @blknoiz06 @jtx_trade Don’t forget the ETH short he said to enter yesterday.

think $JTO good spot alt buy & hold here, extremely beaten down after 10/10 and general underperformance of sol alts combined w/ @jtx_trade launch soon directing 80% of all fees to $JTO buys while they already run a lot of solana's core infra this could 3x relatively quickly

@blknoiz06 @jtx_trade Your tweets have topped Near, wld etc before. Great r/r

@NFTAron @jtx_trade hows that working out for you

@TraderMercury At what point/price would you confirm a breakout?

if $BTC can breakout here it allows us to keep running the same playbook as previous months pretty seamlessly find and buy outperformers, like Hype, and assume they will continue their upward trajectory unbothered there is literally nothing else to do in crypto atm.

@spacepixel Is it confirmed?

Collector Crypt doing $cards buybacks is an inflection point.

@AltcoinSherpa What about $pod?

Decentralized AI coins with an ok chart/can watch: $TAO $VVV (still unsure on this one tbh) $WLD (horrible to trade) $AKT (not bad) $GRASS (trades like shit) $OPG (sleeper?) $ROBO (hard to trade) $VIRTUAL

@AltcoinSherpa When did you enter?

Currently long $HYPE going into the spcx IPO, I think that this is going to bring about a ton of volume and more eyes are going to be on it. Bitcoin looks pretty stable rn which is good for everything else. Let's see what happens.

@TraderMercury Is it the only coin besides btc you’re looking to buy?

$HYPE looking to rebuy $50 region HTF trend + Previous Range Highs flipped into support

@crypto_condom @AltcoinSherpa I know many crypto folks that are too scared they’d topblast tradfi markets. Just like with crypto in 2021, outsiders get the idea of easy money only near a top.

@AltcoinSherpa or, simply dont invest and do tradfi until things improve. Its not worth trying to hop on scam coins that the cabal can turn on in an instant.

In the past, your exit liquidity was some dumb 'retail' trader who logged on and bought your bag. these days, in order to profit from the coins that are moving hugely, your best bet is to hop along the cabal and hope they let you in on the crime pump

@papipnl Do $cards owners get anything for holding the token?

Day 535: $1k -> $1m Challenge Portfolio value: $115,315.66 (+6.36%) After capitalizing on last week's dip all stock positions are now in profit again. Previous highs are the obvious next objectives which would be another ~20-30% gain from here. My $CARDS position is up ~10%. Also expecting more here. They recently announced on Discord that they are having troubles restocking the gacha machine at a sufficient pace. Growth is not a problem. Not much to do until we take out previous highs across the board.

@AltcoinSherpa Seems like the trend (on 4h) just continued with a higher low for alts like hype, lit, wld, cards etc. Would you except this to go on as long as btc is up or sideways?

Pretty flat on active positions right now. I have some spot BTC that I just am holding but other than that, waiting for the next opportunity. Have been playing these bounces pretty well for the most part (but didn't bottom tick anything due to travel). I think there are some interesting coins out there still but I'm going to just be flexible. Happy to buy stuff higher too, not an issue (if btc still looks strong)

@jkrdoc So why is the price not moving?

Let's run some numbers on $POD, and address why the FDV is truly a 'meme' in this case: At its last datagen peak the network processed 3.5B output tokens/day across a 600-GPU fleet. With V2 unlocking meaningful per-GPU efficiency gains, 10B output tokens/day is a reasonable conservative target to anchor against. Below is what both look like at OpenRouter-rate pricing ($0.80 per 1M output, $0.15 per 1M input) and the historical 20:1 input:output ratio that real agent workloads tend to land on. Note: this is a single-model exercise (Qwen 3.6 35B economics). In practice the network will serve a basket including Gemma 31B and 26B, which are faster and cheaper, broadening the addressable demand pool. So the math here is conservative on the revenue side. Current 3.5B output/day: Output revenue: $2,800/day Input revenue: $10,500/day Gross revenue: $13,300/day, all of which routes to POD buybacks Node emissions ($0.50 per 1M output): $1,750/day Buyback-to-emissions ratio: 7.6x (!) For every $1 of POD paid out as emissions, $7.60 of POD is being bought back off the market. Most of those emissions are paid bonded, with a 20% fee on liquid claims routing back to stakers, so even the share that does hit the float gets partially absorbed by the same flywheel. Against ~$10M in circulating market cap, that means current-rate buybacks already represent roughly 4% of the float being bought back annually. Post-V2 scenario, closer to 13%. On the float that's actually tradeable, the bid is structurally large. Annualised current: ~$4.85M gross to buyback against a $100M FDV. About 21x. Post-V2 conservative 10B output/day, same prices and mix: Gross revenue: $38,000/day → ~$13.9M/year to buyback Node emissions: $5,000/day Buyback-to-emissions ratio: 7.6x (constant, the design scales linearly) For benchmark, HYPE currently generates around $2.54M/day in fee-driven buybacks, $927M annualised, against a $58B FDV. The market values that buyback flow at roughly 63x. Apply the same multiple to POD's current 3.5B-per-day economics and the implied FDV is roughly $300M, about 3x current. Apply it to the post-V2 10B scenario and you land closer to $880M, around 8.8x current. The 10B figure is a working assumption of what V2 should unlock; the real number could be lower or higher and needs to be seen once V2 ships and the API is live. But the 7.6x buyback-to-emissions ratio is what makes the FDV stop mattering the way most people assume it does. It is not a token waiting to dump on you. It is a token the protocol is mechanically buying back faster than it is being issued.

@ThePumponomics Top signal 😬

$10,000,000 put $5.2m into ZEC and HYPE in late march / early april. up 89% in a few weeks. didn’t expect it this fast. BTC’s barely moved in that window. got lucky on timing, right on the picks. this isn’t over, job’s not finished

@real_y22 What was the thesis for buying $BNKR and why did you invalidate it within a day?

𝐚𝐧𝐠𝐞𝐥 𝐧𝐮𝐦𝐛𝐞𝐫𝐬 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 𝟖𝟖𝟖𝟖𝟖𝟖 𝐭𝐨 𝟖𝟖𝟖𝟖𝟖𝟖𝟖 swapped 92608111 $BNKR for 48019.59$ price at time of selling: 0.000519 $ PnL: -1981$ (-3.96%) swapped 31496 $USDC for 946035694 $openhuman mc at time of buying: 3m $ high risk high reward play. gotta risk some capital on one of these from time to time. 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬: 950027 USDC 946m openhuman 𝐩𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐛𝐚𝐫 (𝐫𝐞𝐚𝐥𝐢𝐳𝐞𝐝): ▮▮▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯ 10.68%

@TraderMercury How do you identify when a trend is worth joining? As soon as prices are up it feels like a missed move.

if you missed the bullmarket in crypto, you could've caught the initial rally in AI stocks if you missed AI, there was a bullrun on Gold if you missed Gold, there was a catchup trade on Silver if you missed Silver, Oil pulled a crazy move if you missed Oil, there was always time to get in on semis there is always another trade. when you operate in a disciplined manner which reflects that understanding, you find yourself getting "lucky" more frequently.

@twoclipping Worldcup

@real_y22 Did it just go up 15% because of this tweet?

𝐚𝐧𝐠𝐞𝐥 𝐧𝐮𝐦𝐛𝐞𝐫𝐬 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 swapped 35000 $USDC for 1097207 $neet mc at time of buying: 30.5m $ 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬: 854600 USDC 1.09m neet 𝐨𝐩𝐞𝐧 𝐩𝐞𝐫𝐩𝐬 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬: none 𝐭𝐨𝐭𝐚𝐥 𝐀𝐔𝐌 𝐢𝐧 𝐝𝐨𝐥𝐥𝐚𝐫: 889600 𝐩𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐛𝐚𝐫 (𝐫𝐞𝐚𝐥𝐢𝐳𝐞𝐝): ▮▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯ 9.6% 𝐩𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐛𝐚𝐫 (𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐮𝐏𝐧𝐋): ▮▮▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯ 10%

@imapiggy_pig I tried it too, but closed yesterday right below $1, as it was the third time it didn’t really do much more. Would be interested to see how you treat losses/ when you cut this.

@NFTAron Yes as I was afk this one got pretty messed up. But I'm observing will be ready to cut if anytime.

Im feeling sleepy gn cya in few hours.

@imapiggy_pig Good trade sir. What is your usual time horizon for trades? Daily or weekly flips?

I'm short $Hype :D dont hate me scaled to 40.