s◎lpher

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s◎lpher

s◎lpher

@PherSolt

S | 32.065 u | 16 | 3s2 | 3p4 || what is value? memes contribute the most value to humans.

Beigetreten Ekim 2021
1.2K Folgt614 Follower
Angehefteter Tweet
s◎lpher
s◎lpher@PherSolt·
Timeline so noisy lol Tune out the noise Everything will be okay 🐂📈
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heff💹🧲🌍⛷️ (bear arc)
“you were up $45 million on popcat and you thought the market was going higher?”
heff💹🧲🌍⛷️ (bear arc) tweet media
shaams 🐂@shaams

"How did you make $45M?" I was early to the memecoin cycle in 2024. After making my first $100k, I allocated 20% of my portfolio to $POOPCAT and the rest to $WIF. At ATHs, these positions were up 350x and 48x, respectively. Of course, I didn't sell the exact top. I roundtripped a fair amount of UPNL gains. $POOPCAT was ultimately a loss after took on the role of its market maker, pumping millions into the chart. After that, I began working for @pumpfun. My investment in an early round as well as the equity I received for my work was worth 8 figures following the $PUMP TGE. $TRUMP was another huge win, as well as the entire summer '25 crypto bull run (around when my portfolio ATH was marked). That's where the tide turned though. My portfolio started slow bleeding. Crypto was getting weaker as retail rotated into AI stocks. October 10, 2025 was the nail in the coffin. From there, I took heavy losses on leveraged altcoin trades, buying tops on worthless shitcoins, getting farmed, etc. All I wanted was $100m, and ironically, that brought me to where I am today.

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path.eth 🛡️
path.eth 🛡️@Cryptopathic·
filecoin seems like a reasonable AI play, am I dumb
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Kgb
Kgb@Kgb32_·
Good day to post this one, don't be sad that it's over be happy it happened
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Raging Bull
Raging Bull@theragingbullX·
Okay.. here are some more collected thoughts on $SIVE. I am going to hold. Yes there is large price movement and I should probably trim and keep a medium position, however my PT is 300 SEK and thesis tells me there is room yet. What are all of you going to do?? Tell me plans
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s◎lpher
s◎lpher@PherSolt·
@ThePumponomics What they are doing is “safe and comfortable”. Everyone has a choice.
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Pumponomics
Pumponomics@ThePumponomics·
the guys i worked with at my last 9-5 were genuinely great. late nights. weekends. one of the hardest working teams i've ever been around. we became real work friends. they never knew what was happening in my life outside that building. they knew i was into investing. high risk tolerance. made big bets sometimes. after i left i think about them sometimes. hoping the work they're doing leads somewhere good for them too. i don't think i worked harder than they did. i just made a few big bets that happened to land.
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Serenity
Serenity@aleabitoreddit·
To be fair Trump did tell everyone to buy $DELL, multiple times this year. He did go out and buy $1-$5M worth of Dell stock himself after all… But should have seen this coming with Dell blowout earnings. After what happened with $INTC. If you feel like you’re late, there’s a lot of implications to Dell’s upstream suppliers that markets might not have priced in yet.
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Pumponomics
Pumponomics@ThePumponomics·
sometimes i'm jealous of people who just don't care about money. like genuinely don't think about it. my buddy goes to work, comes home, coaches his kid's baseball team, watches tv. he's never once checked a crypto chart or calculated his net worth or stayed up until midnight researching. he's perfectly happy. maybe happier than me honestly. i can't turn my brain off. i'm always calculating. always optimizing. always thinking about the next move. it's made me wealthy but i'm not sure it's made me happier than the guy who just lives his life without keeping score. the irony of financial freedom is that the personality type that achieves it is usually the same personality type that can't enjoy it. you're too busy chasing the next number. i'm working on this. slowly. but i think some of you know exactly what i'm talking about.
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Ren
Ren@ren_stocks·
So Serenity was a Protoss main. I was a Zerg main. Maybe the key to being a good investor into the AI buildout was being good at StarCraft? Because you know you had to build everything from scratch? I might be reaching… Good week to everyone who held their $SIVE shares through the noise. If I sell my shares please call 911, because I’ve been robbed.
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Serenity@aleabitoreddit

@dweltrowskik uhh i mean i do have a decent amount of active semiconductor patents. So just having a technical background helps a tiny bit, when learning about adjacent areas? I was also a Protoss main and Colossus was my favorite unit in SC2, so that made me more passionate about lasers.

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Serenity
Serenity@aleabitoreddit·
As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means. It’s an endless dilution machine just because they secured power. I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing. Nvidia actually gave $NBIS funds. While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo. $IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.
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Serenity@aleabitoreddit

I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.

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Serenity
Serenity@aleabitoreddit·
The US/West now controls majority of the shares of $SIVE. With Goldman Sachs/JP Morgan/Morgan Stanley and other US institutions entering. US/West 46.8%: - Fidelity: 11.5% (retail) - Charles Schawb: 11.4% (retail) - $IBKR: 9.3% (primarily retail) - BNY Mellon: 4.2% (retail) - Morgan Stanley Smith Barney: 3.1% (Retail/Wealth management) -Bank of America: 2.8% (retail/Wealth management) - BNY Mellon: .9% (institutional) - Morgan Stanley Client Assets: .7% (institutional) - Bank of New York Mellon: .5% (institution) - JP Morgan: .5% (institutional) - J.P. Morgan Securities Plc: .4% (institutional) - Citibank New York: .3% (institutional) - JP Morgan SE: .2% (institutional) - Morgan Stanley: .2% (institutional) - JP Morgan Securities: .2% (institutional) - BoFA Securities: .2% (institutional) - Goldman Sachs: .2% (institutional) - Goldman Sachs International: .1% (institutional) - Cbny-Rja-Client Asset - .1% (retail/wealth) Large % now owned US retail shareholders (eg. $IBKR on behalf of clients, probably majority retail some institutions). The new but smaller JP Morgan Goldman Sachs, and Citibank % positions are likely hedge funds or other institutions trying to build positions. Europe & Switzerland: 11.3% - Clearstream: 6.2% - UBS Switzerland: 1.6% - Six SIS: 0.8% - Euroclear Bank: 0.8% - Saxo Bank: 0.6% - BNP Paribas: 0.6% - Caceis Bank / Intesa San Paolo: 0.2% each - KBC / LGT / Julius Baer: 0.1% each Swedish ~8.49%: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring - 2.73% Skandinaviska Enskilda - .2% SEB Life International - .1% Nordea Bank Abp - 0.7% Canada/UK/Middle East ~.6%: First Intl Bank of Israel - .3% Royal Bank of Canada - .1% Royal Bank of Canada - .1% HSBC - .1% A special thank you to the Swedish Media doing the work of US institutions: The West now has ~58.7% ownership. Swedish is now down to 8.49% due to local media. I wonder if they realized what they've done now scaring off local investors now that it's changed hands to US institutions/investors? The West have now acquired majority of the float before the CPO supercycle. You can also start to see US institutions like JP Morgan or Goldman Sachs building start positions (on behalf of institutional investors), probably off of US retail taking profits. This is likely after $SIVE reached a certain MC threshold for fund mandates. But a large % of it is still owned by US retail on places like $IBKR and Fidelity. (this is what I call frontrunning the institutions) TLDR: $SIVE went from majority: -> Swedish retail ownership -> US retail ownership -> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).
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s◎lpher
s◎lpher@PherSolt·
Return to your roots crypto twitter $BTC $ETH $SOL
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criptootpyrc
criptootpyrc@criptootpyrc·
Sweden 55 for $sive USA will push it to $6 today Tomorrow Sweden keeps pushing it Rinse and repeat until #nasdaq listing Then we can sell our shares to the institutions above 200 Sweden money
criptootpyrc@criptootpyrc

If Sweden closes above 55 Americans won’t sell below $5 The wheels will keep spinning until the institutions arrive I hope we as retail both in Europe and USA can just see what opportunity we have here of making money #Sweden high #USA higher #korea highest $sive

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Serenity
Serenity@aleabitoreddit·
Glad to hear that the $1 worth of thoughts helps out retail that much! All my thesis are free in the end though, it’s mainly validation for my ideas. Comments like these help avoid the burn out for sure. On a side note… still can’t believe I’m catching up to Elon Musk! My goal is to deliver so much value… that I’ll be #1 most subscribed to person on the entire X platform soon.
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Michael@Michael13277144

@aleabitoreddit Serenity, I just want to thank you. As of today, at age 42, I am officially a millionaire. I wasn’t expecting this until at least age 45, but the following you a little over a month ago supercharged the tax-sheltered portion of my portfolio. God bless you!

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criptootpyrc
criptootpyrc@criptootpyrc·
Seems like $poet sellers ran out of shares
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s◎lpher
s◎lpher@PherSolt·
@Craaazy1231 With that being said, finally started a position
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Crazy Investing
Crazy Investing@Craaazy1231·
$POET -45% today. Not because the tech is bad. Because management bragged about a deal they were contractually not allowed to talk about. Thesis hasn’t changed.
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Abhishek Singh
Abhishek Singh@0xlelouch_·
Why kafka? Why not sqs?
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