Alt Fox

@darcymaine_espn is what world is learner tien a contender to win the us open? I think @TommyPaul1 would like to have a word with you

Another error in ESPN’s Australian Open article from @JMichaelsESPN Do you even check your facts before publishing? I dont need to google anything to know Rybakina didnt get to the 2021 Wimbledon final but I guess you do

“May God protect everyone affected” It didn’t work Mike. People got shot. Maybe try writing a bill on gun safety and mental health services instead of the same unanswered prayers bs we’ve been doing for the past 20+ years?

@TheTennisLetter Musseti

Predict the next men's player to win a Grand Slam not named Jannik Sinner or Carlos Alcaraz

Amazing how many once hot & high potential crypto experiments failed. Just a few on my list: - Fractional NFTs / ERC-404 - NFT lending - Music NFTs - Elastic supply tokens/stablecoins (although $AMPL still alive) - $YFI style 'fair launches' - (3,3) - Move-to-Earn (and similar Earn slogans) - Two-token model (Bera might be last to try it) - Algo-stablecoins (UST but sUSD depegged despite 750% col. ratio) - "Stable asset" controlled by interest rates, not pegged to fiat: $RAI - Stables backed by Protocol controlled value (PCV) like $FEI. (Olimpus DAO keeps similar Protocol Owned Liquidity (POL) idea alive.) Failure is part of innovation. And crypto is amazing as we experiment a lot. Perhaps those ideas were ahead of their time, like YouTube was before adequate internet speeds. Still, I feel innovation in tokenomics and demand for complex mechanics have declined. The UST collapse gave us PTSD. Experimentation still exists. e.g.: - Berachain's Proof-of-Liquidity (PoL) -> Chain-Owned Liquidity (COL) - Intia's Enshrined liquidity - Internet Capital Markets - Memecoin launchpads: Boop, pumpfun - L2s Remember that experimentation is great but don't marry your bags and the latest hot trend will likely fade away.

The real value in trading isn’t just reading markets: it’s learning how to think. Meta-skills like first-principles thinking, probabilistic reasoning, and system-level awareness are deeply transferrable. Once you internalize them, you start seeing every domain as governed by its own physics. This leads to real agency. When you understand the forces at play, you stop reacting to surface symptoms and start engaging with the system itself. You may not control outcomes, but you control your process. Everything becomes more navigable.

bros, they are literally describing Ethereum where most of the USD is already tokenized you are not bullish enough

Interesting: @BlackRock just filed for an iShares Managers Futures ETF. Will be actively managed. Pushing more and more into Alts

DeFi: we need decentralized financial infrastructure so banks don’t decide who has access to our financial system Banks: that’s dumb. Also we are closed all your accounts Such an incredible proof point for why we need DeFi lol

“There’s our little hedge fund manager! Why don’t you come explain why you’ve underperformed the S&P YTD?”

Everyone speaks about how to make money in a bull run, but I think an equally valid discussion is how to successfully exit. I've thought a lot about this and I have a rough plan. 1. DCA out progressively as prices climb (I won't time the top but I'm ok with that). I've already started shifting money out of crypto slowly (I'm still trying to maintain adequate exposure as I still have a bullish disposition heading into 2025, but I've taken out enough not to need to worry about financial security in the event of a black swan). 2. When a big collapse does come, and this may not be until the end of 2025/2026 (who knows, that's why you ladder out progressively), I'll have parked capital in "safe assets" with the goal of a) capital preservation, and b) income production. This will be a mix of: • US treasuries (basically cash but with higher yield to cover inflation). Probably some other currencies too just to hedge FX. • Gold (historically it holds up much better during times of uncertainty than #Bitcoin). • Real estate (this will also drop in a market collapse, but no where near as violently as equities and its income producing - but it's better to do this sooner as R/R will get worse as the economic cycle progresses, as real estate prices typically lag more liquid assets). 3 (this is the most lucrative step). Buy back a ton of $BTC and equities during the inevitable market collapse (potentially 2026-2027). Also invest in new startups (many of which will likely be in web3) during this period when valuations are low, with an AI focus (that's the first bubble that will probably pop in a market crash but still offers immense long term upside). The ultimate goal is to have firepower during an economic collapse, that's how you significantly speed up long term wealth creation. It's also impossible to time, so taking an extremely macro lens when making these decisions is needed. I'd also love to hear your plans too (including all the giga brains out there), as I'm always open to optimising my strategy).

this is so obvious, and it’s surprising it needs to be said by CZ in order to wake people up who have gone total nihilist over the past 2 years i own a few larger cap memecoins, even some which have some real communities around them but the meta of “create 50K of them per day” has led us to a completely zero sum game where you are blindly guessing (or even worse, cabaling) on what performs for the next 24 hours. and then you totally forget it ever existed it’s not healthy. it’s the literal definition of extractiveness, and yes, it’s far worse than the ICO and DeFi periods because there is almost nothing of real value which can even come out of it think back to ICO and DeFi era. yes, there were many failures, rugs, and outright scams- but there were also real platforms and apps which were created then and still persist and add value today note that a few days ago when we were seeing some truly deplorable memecoins launch on livestream, no one even bothered to say “yes, those coins are deplorable, but just look at [X] which started out similarly, but is actually great and useful” because there is basically nothing like that to even point to you all have propped up the people peddling this garbage. you’ve deified them like they are the new beating heart of crypto for being able to call or create the pumps we see on this garbage, but what you are actually doing is killing the soul of crypto you have a choice. please, choose to build and support apps, cultures, developers, and community members you can be proud of and add value to decentralized crypto and to the world 🫡

Last week was a WILD week in crypto. • "Dino" coins like $XRP and $ADA pumping • $BTC almost hitting $100k • Many alts catching a strong bid Amidst all the noise, 𝕏 was filled with alpha - but it got lost. To help, I compiled the top 12 alpha tweets I read this week.👇

crypto finally gets a favorable regulatory environment and our first major development is incentivizing people to live stream crimes incredible industry

My guess is most of the (alleged) animal abuse, self-harm, shooting are edgy hoaxes, but this is the type of stuff that gets regulatory attention. No doubt if pump gets taken down (big if), countless frontends + clones will deploy almost instantaneously, but an under-discussed impact might be the capital sponge that is memecoins will pause momentarily, allowing risk-on capital to flow to alts. It's in pump's interest to have strict content filtering, but perhaps in broader alt price's interest for them to not.

Roger Federer from his commencement address at Dartmouth: “In tennis, perfection is impossible... In the 1,526 singles matches I played in my career, I won almost 80% of those matches... Now, I have a question for all of you... what percentage of the POINTS do you think I won in those matches? Only 54%. In other words, even top-ranked tennis players win barely more than half of the points they play. When you lose every second point, on average, you learn not to dwell on every shot. You teach yourself to think: OK, I double-faulted. It’s only a point. OK, I came to the net and I got passed again. It’s only a point. Even a great shot, an overhead backhand smash that ends up on ESPN’s Top Ten Plays: that, too, is just a point. Here’s why I am telling you this. When you’re playing a point, it is the most important thing in the world. But when it’s behind you, it’s behind you... This mindset is really crucial, because it frees you to fully commit to the next point… and the next one after that… with intensity, clarity and focus. The truth is, whatever game you play in life... sometimes you’re going to lose. A point, a match, a season, a job... it’s a roller coaster, with many ups and downs. And it’s natural, when you’re down, to doubt yourself. To feel sorry for yourself. And by the way, your opponents have self-doubt, too. Don’t ever forget that But negative energy is wasted energy. You want to become a master at overcoming hard moments. That to me is the sign of a champion. The best in the world are not the best because they win every point... It’s because they know they’ll lose... again and again… and have learned how to deal with it. You accept it. Cry it out if you need to... then force a smile. You move on. Be relentless. Adapt and grow. Work harder. Work smarter. Remember: work smarter.” So good.

the biggest travesty of modern society is that more men are being programmed to think that being “alpha” is about yelling loudly and fighting with others when in fact being alpha is about being so in charge that you almost never having to raise your voice or actually fight anyone at all modern male role models are trash, and the rising incel rates prove it we’ve lost hundreds of years worth of societal wisdom in the past 50 years tbh. a catastrophe

i think many miss the point on why big financial firms might want to go onchain bottom-line is that there are many parts of the financial system which don’t operate as true free markets tokenizing securities onchain creates conditions where markets can become much more open, accessible, and transparent a good example would be the ability to use tokenized securities as collateral in automated onchain lending, even if regulated and whitelisted right now these systems are super opaque and are at the crap terms a single financial provider (your brokerage) sets. while you can change custodians, it’s a pain for retail in the future, anyone will be able to lend directly against them, creating an actual lending market- one which is transparent and cheaper than any single custodian could offer and why would Blackrock etc. do this? because all they care about is more AUM, and having the ability to borrow against assets more efficiently will likely create conditions for much greater AUM

While I have been apathetic towards ETHBTC since the merge, I believe that market structure is conducive for sustained outperformance into ETF launch While BTC has strong passive flows, there is no rush for large allocations and so likely grinds up slowly. ETH on the other hand has the ETF launch, a technical gap to ATHs once $4k is cleared and will offer cheap financing for leverage to pile in due to @ethena Savvy market participants will also be able to structure positive carry ETHBTC and ETHUSD trades Any day, the market will receive clarity on launch date/S-1 and that will be a trigger for many Breakout is imminent