Travis Varnick

With things now quiet around $LMND, I thought it timely to write this article. It covers (i) why I think $LMND is poised to win in the agentic era; (ii) the things it has done well (and which gives me confidence in management); and (iii) my personal price targets. Please do share along if this has helped you and/or you find that others might be interested in this as well!

@R89Capital Yup and this is why $HYPE will be the top crypto by market cap in less than 10 years

Basically everything in crypto was coded by retards who couldn't make it in actual tech companies or finance, so Mythos is going to steamroll through and pretty much everything will be exploited or have bugs found.. The things that survive will be nuclear bomb proof.

I can tell who really understands $LMND by whose selling and whose buying at these levels

Fake meat is outperforming $LMND YTD by a wide margin.

A few weeks ago @nerdalert put his foot in his mouth on a call with the team at $LMND. One throwaway comment turned into a much bigger question: Are investors looking at Lemonade the wrong way?

@signulll It’s already happening Vegas is getting rekt

it's unclear if most ppl realize that ozempic’s real effects on culture haven’t even started. cuz what you’re seeing now is the first order effects & some glimpses of second order where ppl get thinner & some products experiencing a resurgence. but the second & third order effects are where things might get gnarly due to the fact that these drugs seem to dampen desire itself across a surprisingly wide range of behaviors (it's not universal or obvious yet). food is simply the first & most obvious target. liek what happens when millions of people suddenly spend less time thinking about consumption? what happens to industries built around cravings, indulgence, impulse purchases, addiction loops, or even certain forms of entertainment? entire sections of the economy assume humans will remain governed by the same reward circuitry we’ve had for thousands of years. if these drugs meaningfully alter those circuits, we’re talking about a tool that edits human motivation. we are gonna see thinness but in a lot of diff ways it seems like.

@aaalexhl I staked all my HYPE in December 2024 and spring 2025, not touching for a decade It’s literally the one, it’s going to flip BTC, if you got in early youve won

Contemplating to just stake the rest of my HYPE My original plan was to have a bag to sell and have a bag that's staked long term But im naturally a horrible trader and perform better by just not doing anything And long term hard not to see HYPE entering top 2

pretty unreal and hard to comprehend, not really a historical parallel new paradigm and this time is finally different?

Bottom signal

Buying $LMND under $60 in 2026 is like buying $PLTR under $20 in 2023

@syc1003siv Iran

@TravisVarnick is there some reason to this drop?

Patience $LMND investors The thesis is fully on track

$LMND 🍋 Seeing a lot of people in the timeline battling with the price action The team is executing and the fundamentals are good. The stock is cheap. No one can tell you when the market will realise Lemonade’s full value, and re-rate the stock, but I can assure you this feels no different than: Buying $RKLB $4-7 range for 2 years $PLTR $8-15 range for 2 years $IREN $5-14 range for 1 year $MSTR $17-30 range for 2 years All of these stocks went 10x from my entry, 3 of them went 20-30x Now everyone thinks those companies are a sure thing. I can assure you they didn’t when I was buying It’s always obvious in hindsight, but never easy to hold at the time Be relentlessly focussed on your thesis, the risks, the valuation, the longterm The key to 10x stocks is being contrarian, rational, right, value mad, and having the patience and fortitude to stick to your thesis I’m not saying Lemonade is a sure thing. I’m saying the thesis is currently intact from my perspective and I’m very very bullish ~Tune

Haha @KookCapitalLLC you may be right, bottom of $BTC may be close

Bullish

Bullish

Bullish

I genuinely believe $HYPE will flip $BTC in the early 2030s 🔮

@degenrsc @reisnertobias The entire point of being a professional investor is about being right Any crypto fund that has zero exposure to $HYPE in Jun 2026 is uninvestable tbh because they got the L1 trade dead wrong

c'mon dude. could you have said the same thing with confidence before? what if $HYPE was like the rest of 99% of tokens? what then? what would you tell your LPs investing is a game of probabilities and chances and ofc you're always right in hindsight i respect you but this doesn't make any sense to me

Good luck explaining your LPs why you aren’t holding the only asset in this market that is performing. Hyperliquid. Paradigm was right. Multicoin was right to dump ETH for HYPE. Syncracy was right big time Framework was right If your fund somehow managed to fade Hyperliquid because you believed the FUD your LPs have every right to question your abilities.

@0xKmafia Airdrop Q4 2026 🔮

It’s far more likely to me that Hyperliquid chooses to bring hundreds of thousands of new users along for HYPE’s journey to $200+ than to make a few thousand bagholders happy by burning some portion of supply which the AF already is built to do on a daily basis. The token built on the premise of fair distribution and the team that prioritizes community over self-gain. Right now there are a few hundred insufferable accounts evangelizing $HYPE everyday. What happens if you 100x that. Remove your bias. Study community. Job’s not finished.