Raj A

@patfscott What’s the thesis? Won’t that lower the price of uranium and other mining companies ?

DOE just announced $2.7B for domestic uranium enrichment. The thesis is finally playing out: structural supply deficit + exploding power demand from data centers + US importing most of our uranium = government finally forced to support domestic production

@theionicXBT Weirdly bnb didn’t flinch. To manipulate, u gotta have massive amounts of btc to off load onto Open market. Only 1-2 companies can do that

Yesterday was pure manipulation. If you didn’t get shaken out Good. You’re learning. If you did, Don’t lose faith. The market’s job is to break weak hands Just before it rewards patience. Remember: Pain is part of the filter. Only the few who survive it Ever see the real move.

@rektdiomedes Remember the truism In 5 years time you will be the result of the people you meet, the books you read and the music you listen to.

For a few years back in the day I was one of those annoying self-improvement nuts that didn't listen to music... Would only listen to podcasts and books on tape... Have since done a complete 180 though, and now listen to absolutely massive amounts of it... Not just because of the basic enjoyment of it, but because I think it is the greatest invention we hoomans have ever come up with to control our 'monkey mind', as it were... and intentionally cultivate the right mood or mindset you need at any given time... With the right music you can motivate yourself to do whatever you need to do... -Lifting playlist -Running playlist -Mindless, repetitive work playlist -Getting psyched up for doing extremely unpleasant tasks playlist -Sleep playlist -Depressing music playlist (for transmuting the pain of life into beauty and action) -Etc :) So yeah, cannot even put into words how much I appreciate music... Really honestly consider it one of the great accomplishments of our species :)

@rektdiomedes So funny to read this Few hours later, btc pumps. Must be to do with the moon setting and Btc going to the moon 🌕

Gm lads - Went on my barefoot evening moon-maxxing walk last night... Was ruminating on the fact that this bull market may catch a lot of folks very much off guard. Indeed yesterday was the quietest new all-time high's I can ever remember... All of the macro is lining up though... - $MOVE bond volatility index at historic lows (h/t @noahseidman) - USD down bigly - Trump/Bessent calling for massive cuts and Powell on his way out - Gold leading the way higher Its easy to get emotional about crypto (and life in general), but sometimes you just gotta step back and say "if I was a character in a video game, what would I have me do?" And in my opinion the answer right now is to be long, engage in massive daily action, and take advantage of what clearly looks to be an impending bull market in magic internet coins 🤝 (and as always lift weights and steps-maxx and eat healthy too anon!)

@rektdiomedes So theee is actual science on the link of vitamin d and brain function….bet you knew instinctively

Gm lads - There is no daily habit I more strongly favor than taking a nice 20+ minute walk in the sunlight each morning to ruminate and let your mind wander... Obviously I am a big believer in 'massive daily action' and etc, but it just feels like your mind needs time each day to wander in random directions and process things too. 'Genius only blossoms in silence' as they say. There's also the added benefit of the sunlight as well obviously, especially if you do it shirtless and let your body just really thoroughly soak it in. Anyway - good crypto-accumulating and good steps-maxxing to you my dear bros :) Let's get it 💪

@rektdiomedes Who are you ser…. (I’m jk, been following you for long time) , this is fantastic especially soft default part

Brypto Happenings I'm Looking At Today --- - Bitcoin Fear at 49 and Altcoin Season Index at 67 - Gold absolutely sending and IMHO stonks and crypto will follow suit soon, just like last time gold had a big prolonged surge like this - $HYPE stablecoin saga has just been incredible... one of the biggest marketing W's I've ever seen - total TL domination (and well-deserved too obviously) - Fed to cut 25 bps next week and maybe even 50 - $HOOD added to S&P 500 but $MSTR wasn't added unfortunately (hopefully next time) - Fascinating statement from Russian official who says US is going to 'soft default' on its debt by pumping gold prices (and thus gold reserves) and by pumping crypto and stablecoin usage so stables can absorb all the US sovereign debt (wrote more on this yesterday and will link to it below) - $SOL outperforming as it seemingly starts its DAT buy pressure arc - The official Aerodome account left a comment on a post that seemed to me to suggest unequivocally they will be getting their own DAT buy pressure soon (maybe this is common knowledge? idk...) - Gemini going public this week - Have seen two very smart friends of mine positively reference Helium this week - and $HNT is apparently now net deflationary... - More good tokenless perps protocols than you can shake a stick at... Lighter, Ostium, Paradex, Variational, EdgeX, etc, etc, etc... - $PUMP killing it the last two weeks.... have mentioned it before but I find their livestreaming arc very bullish as I think that's something that- if they can actually really get it going- has infinitely more moat than the memecoin launching aspect... - $ENA absolutely killing it as well... I never bought any because quite frankly I hated the idea of Arthur dumping all his seed bags on me and initially thought the model would lead to limited growth potential compared to $USDT, $USDC, etc... however the team is just growing and expanding and BD-maxxing so well I have major fomo now and may re-allocate something else into it a bit, especially if we see any dips... - $QUAI announces partnership with Wormhole (link below) - I've been working with these guys via The Daily Degen for awhile now and also just took a small position in it - not mentioning it here in any kind of promotional capacity but just to keep you guys abreast of what I am dabbling in... - The Bitcoin dominance chart (see below) is absolutely fascinating... I really like the below one because it also shows $ETH, stablecoins, and 'Others'... looking at this it seems VERY possible that the next few years could be defined by a huge increase in stablecoin %, and a huge reduction in Bitcoin-dominance as a result, but the real question is what happens to $ETH and 'Others' in that scenario... I like to think that they keep up, and BTC-D goes lower than anyone thinks over next 3 years (despite Bitcoin price rising)... Conclusion Those are my thoughts on everything gents! Hit me up with anything I should be looking at that I'm not! And as always please RT if you enjoy!

@ZeMariaMacedo @patfscott But is that burnout? Or just realizing work is not idealistic? I am not disagreeing with Maslavh just don’t think it’s part of burnout…,

Been reading about burnout and its really helped me understand the vibes on CT Most ppl think of burnout as exhaustion and inefficacy, but Maslach identified a crucial third dimension to it: cynicism towards one’s work She argues the cause of this cynicism is frustrated idealism. People start off very idealistic about their job and pour themselves into it. Over time, those ideals clash with reality. To succeed, they must increasingly put aside or even go against their ideals. Repeated violations of values leads to anger, shame and betrayal, especially when they feel trapped by incentives In order to avoid confronting these feelings, ppl protectively detach, using sarcasm/cynicism as armour. Basically what George Carlin said: “Scratch any cynic and you will find a disappointed idealist” Feels like the perfect diagnosis of CT rn

@StargateFinance Why can’t I see my staked stg?

@LayerZero_Core I staked my stg, but it’s not showing on the stake dashboard and neither are my tokens . Contract proof available

STG holders will be able to convert their tokens to ZRO on stargate.finance on Monday. STG stakers stay tuned for more information on the revenue share program.

The Stargate DAO has approved our acquisition of Stargate (STG). We’ve spent four years building the rails to reinvent how value moves. Today, we accelerate our network effects. LayerZero is better money technology. Stargate is the interface for value transfer.

@alpha_pls This is true but only for a moment. Let’s wait till the moment becomes a permanence. This takes a pullback with a bounce up

ETH ATH. Congrats to all holders. Every single one of you is in profit.

@benjamincowen You r definitely not talking about my Altclins right 😂😂😂

Base case is that #ALT / #BTC pairs stay strong for 2 more weeks, then the rotation back to #BTC begins in September.

@milesdeutscher Hype is less than a year old….

$LINK just flipped $HYPE to become the 10th biggest cryptocurrency in the world (excluding stables). Next up: $TRX, $ADA, $DOGE.

@benjamincowen If u take the charts out and what’s happening with SBR with companies and 401k, do you feel the 4yr cycle continues? U have been right about most things, so full credit

Admittedly, there is a lot going on with this chart. But if you look carefully at it, you'll see that #Bitcoin prints the same pattern each post-halving year. Up in July-Aug Down in Sep Up into the market cycle top in Q4 Bear Market

@Route2FI Voice to text?

Does anyone have any advice on getting to write more? I often get a lot of ideas when I am outside walking, but taking notes on the phone is quite painful and doesn't get me into writing long-form stuff. Usually, I write the best when I am on my laptop, but I don't bring it with me all the time. I have been thinking of getting a portable, foldable keyboard I can connect to my phone or something when I am on the go. Or maybe even a small tablet. I am not a big fan of using a pen and notebook, because whatever I write there, I never convert into digital files, so I kind of forget it or don't look at it again.

@benjamincowen Plain and simple Mic drop

I think 0.053 is a good target for #ETH / #BTC, give or take. If/when that happens, I'll probably re-assess. Will likely get some pullbacks along the way, especially around the Sep-Oct timeframe.

@thedefiedge Well even Gemini is the same right No more searching million webpages, can read a summary

A huge value add of ChatGPT is that it saves me from decision fatigue. I'm an "optimizer" so I could legit spend 25 mins finding a restaurant to eat. Instead, I give a few parameters to ChatGPT and it makes the decision for me.

@patfscott GM

Welcome new and old members. I created this group 3 years ago to provide a place for people to share their DeFi and crypto analysis. Today, with crypto info becoming more chaotic even as fundamentals improve, the need for solid analysis is greater than ever. To get started: 1. Reply with GM 2. Share your crypto and DeFi analysis here 3. Learn how to do DeFi research yourself on my YouTube: youtube.com/DynamoDeFi 4. Join the Dynamo DeFi newsletter and learn to make more money in DeFi: newsletter.dynamodefi.com

@patfscott Oh yeah that’s cool. Man ai can search through all sites and get good results. Why bother clicking links…,

@cryptohustle123 He posted something similar about AI and ad revenue. I added the part about paywalls

AI is killing advertising-based business models. If you read an AI summary instead of going directly to a website, you don’t generate any ad revenue for that site. The end result of this will be that only low effort content is free and everything high quality is paywalled.

@benjamincowen Even better, they can all launch stablecoins….

Maybe he will let them launch their own memecoins instead