
AMN
63 posts



sizing into my next high conviction play $CARDS @Collector_Crypt why am I crazy bullish? 1) $17m treasury of trading cards under the token(token is <10m mc lol) 2) $300m+ revenue/$24m in PROFITS last 12 months(token is <10m mc lol) 3) co founder & ceo @TuomHolmberg confirmed a chunk of the profits will go towards direct buybacks "pretty soon" in a podcast 3 weeks ago 4) also confirmed % of each pack sale on their platform will flow into systematic buybacks(theyre averaging $70m in volume monthly) 5) project similar to $HYPE, its generating revenue outside of crypto + been consistently growing revenue/profits despite broad crypto underperformance buybacks announcement will officially place it under the same playbook that made $HYPE the biggest outperformer in the top 100 crypto coins 6) Tuom will continue to build CollectorCrypt around the $CARDS token + said his long term vision is to make $CARDS the first fully liquid & tokenized "trading cards/pokemon index" in the world so ppl can invest in this new exploding asset class without buying physical cards 7) really asymmetric r:r at 10m mc, survived -95% drawdown, bottomed af chart, showing some strength 8) team is committed for long term, not motivated by money/status or mass extraction, theyre passionate collectors themselves and they have decades of experience developing successful web2 startups which explains @Collector_Crypt impressive numbers tldr: buy some and thank me later🪄







I find myself coming back to this alot - all my home runs that I've made the most money on, are always trades that I'm incredibly convicted in, and heavily sized in - and this has been my bread & butter "high conviction bets". I currently feel the same way about $CARDS. Everytime I use the gacha it's just so damn addictive. In fact, perhaps its because I know nothing about Pokemon & TCGs, that is why I have even more conviction in the thesis - someone like me is "introduced" into this world, I am the perfect user to prove that there is PMF for the product. I'm now shipping more cards home than ever. I'm not even doing anything with them. I truly just love the slabs. The P&L swings in this single position is way larger than the swings in my TradFi portfolio, despite the position being less than 10% the size of my tradfi portfolio. I find that to be quite crazy, and hilarious. I have been holding this position for about 4 months now. I will continue holding it for as long as it remains undervalued. Onwards and upwards.

















We’re excited to share a major milestone for Hata. We’ve successfully closed our US$8 million Series A funding round, led by Bybit. This marks more than just funding, it signals a strategic partnership to accelerate the growth of Malaysia’s digital asset ecosystem, combining Hata’s regulated local expertise with Bybit’s global strength in technology and innovation. With this, we’re doubling down on what matters: ⚡ Stronger liquidity ⚡ Faster user growth ⚡ Better, more innovative products for Malaysians Thank you to our partners, community, and team for being part of this journey. We’re just getting started 🚀 What are you waiting for? Sign up on Hata now app.hata.io/register
















