Brettardio❇️

4.9K posts

Brettardio❇️

Brettardio❇️

@BrettWtff

Katılım Ekim 2023
1.5K Takip Edilen2.8K Takipçiler
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Brettardio❇️
Brettardio❇️@BrettWtff·
$AURA remains the only memecoin w/ a consistent retention of social bandwidth post mega-pump. - 100M+ MC holding through chop - zero true capitulation - every dump = redistribution - wallets concentrating, not dispersing most memes decay in silence. $AURA is different.
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Brettardio❇️
Brettardio❇️@BrettWtff·
yeah this hits different when you start having something worth taking the irony is the more value you create the more extractive the relationships around you become. relationships are transactional by default and the pattern becomes impossible to unsee once you see it. everyone wants something. irl, online, no difference. no neutral ground left anywhere. protect the ones who were there before any of this existed
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Yogurt
Yogurt@yogurt_eth·
Christ man every single person in my life wants something from me. So demoralizing. Online people just want something from me, obviously it’s crypto. Everyone is looking out for themselves only, how can THEY benefit. But irl, the fact it’s the same shit just sucks. If they haven’t asked for something yet, they always do. Always.
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Brettardio❇️
Brettardio❇️@BrettWtff·
tbh most people dont understand how big the spacex ipo media cycle is going to be this isnt a normal ipo. bloomberg, cnbc, wsj, bbc, every outlet globally running spacex content daily for weeks. $75b raise. $1.75t valuation. musk interviews everywhere. starlink explainers. polaris dawn flashbacks. the whole spacex story gets retold to a brand new audience and in that story is a shiba inu called $asteroid that flew to space, that a 15yr old girl designed before she passed, that musk confirmed as the official spacex mascot the memecoin is at $125m went from $50k to $186m on one reply before any of this even started meanwhile we have btc stabilising, and risk on slowly returning…
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Brettardio❇️ retweetledi
bolivian
bolivian@_bolivian·
@EugeneOzain You are missing your life while you are watching other people living.
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bolivian
bolivian@_bolivian·
To make it in crypto, you have to be extremely active. The biggest opportunities go to those who spot them early. Late buyers are almost always just exit liquidity. If you keep scrolling TikTok and watching shit movies, you’re never going to make it. Lock in now.
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Brettardio❇️
Brettardio❇️@BrettWtff·
aura about to be the main character on solana, don’t sleep. it went from ~0.001 to 0.2388 in basically a month (june 11 to july 22). that’s a 238x move right there. now we’re sitting around ~0.06 after a healthy retrace. apply the law of diminishing returns: cut that 238x run by a third → ~79x take current price $0.06 × 79x → $4.74 target on the next leg. and that’s being conservative. culture coins don’t follow rules when narrative hits. regardio for attending my aura talk. ❇️
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NoLimit
NoLimit@NoLimitGains·
What the fuck is happening to beef?
NoLimit tweet media
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kook 🏝️
kook 🏝️@KookCapitalLLC·
another new all-time-high in stocks and you're down -55% ytd holding a basket of memes and alt l1 ghostchain tokens time to rethink your approach
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Jukan
Jukan@jukan05·
EXCLUSIVE: Another Iran-Driven Semiconductor Materials Shock — This Time, Hydrofluoric Acid The HF supply chain used in chip manufacturing is on red alert, with price hikes flagged for June–July. Prices of the upstream raw material, anhydrous hydrogen fluoride (AHF), have jumped roughly 40% YTD. The proximate cause is the Iran war and the resulting disruption around the Strait of Hormuz. According to industry sources on the 14th, domestic HF producers including Soulbrain, ENF Technology, and Foosung are now sourcing Chinese AHF at prices roughly 40% above year-start levels. These companies blend AHF with deionized (DI) water to produce semiconductor-grade HF, which is then supplied to chipmakers. “Prices of the semiconductor-grade HF that Soulbrain and peers sell into Samsung Electronics and SK hynix will rise sharply by late June through July,” an industry source said. “With raw material costs already up so much, Samsung and hynix will have no choice but to accept the pass-through.” AHF is produced by reacting fluorite (fluorspar) with sulfuric acid. The feedstock for sulfuric acid is elemental sulfur, which comes out as a byproduct of crude oil and natural gas refining. The Strait of Hormuz disruption has knocked out more than 30% of global sulfur supply, sending sulfuric acid prices sharply higher and dragging AHF prices up in turn. China, the world’s largest sulfuric acid producer, has restricted exports after Middle East sulfur flows were cut, prioritizing domestic industrial demand. Sulfuric acid is used not just in fertilizers but also in copper and nickel smelting, battery cathode materials, steel, and oil refining. Per Chinese price data provider SunSirs, the domestic Chinese sulfuric acid price hit RMB 2,100 per ton in mid-April, up roughly 130% YTD. “When sulfuric acid moves, HF moves with it,” an industry source said. “Sulfuric acid used to account for about 30% of AHF input costs — that share is now heading above 50%.” HF is a critical consumable in chip manufacturing, used primarily in etch and also in cleaning, where it strips residual oxide films and metallic contamination off the wafer surface. The semiconductor-grade standard is AHF blended with DI water to a 49% concentration (51% water). High-purity hydrogen fluoride was one of the three items Japan placed under export controls against Korea in 2019. When mixed with ammonium fluoride (NH₄F), it becomes BOE (Buffered Oxide Etchant), which etches more slowly and uniformly than standard HF, making it suitable for fine-pattern processes. Korea’s domestic semiconductor fab consumption runs at roughly 60,000 tons of HF and 90,000–100,000 tons of BOE per year. Korea is self-sufficient in sulfuric acid — Korea Zinc, LS MnM, and other non-ferrous smelters produce it from SO₂ byproducts. But there is no domestic AHF production, which is precisely why the country is taking a direct hit. Roughly 90% of the AHF used by Korean semiconductor materials companies is sourced from China. “After helium, tungsten hexafluoride (WF₆), and PGMEA (propylene glycol monomethyl ether acetate), now it’s an AHF shock,” another industry source said. “Middle East geopolitical risk and Chinese resource weaponization are squeezing Korea’s semiconductor back-end supply chain at the same time.” Alternatives do exist. BGF EcoMaterials, through its subsidiary Fluorine Korea, has committed KRW 150 billion to localize AHF production. A 50,000 ton/year plant is under construction in Ulsan, with mass production targeted for 4Q this year. At 50,000 tons, that capacity would cover close to half of domestic demand. However, with roughly six months still to go before startup, near-term price hikes look unavoidable. Japan’s HF industry is also moving to decouple from China. Japanese HF suppliers including Daikin Industries and Stella Chemifa are reportedly in discussions with BGF on AHF offtake arrangements.
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Brettardio❇️
Brettardio❇️@BrettWtff·
the market cap comparison to doge and floki is the thesis in one line, both went multi billion with way less direct elon connection than $asteroid has. 1% sizing with 5-50x upside potential is textbook risk management. the bet is small, the catalyst is real and the ipo stage is the biggest in history
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spuno
spuno@spunosounds·
my thoughts on $asteroid I personally think asteroid on ETH is the most liquid, best R/R, yes/no asymmetrical bet we’ve had in the trenches in a long time. if you’re an active trencher, it may be easy to overlook it because you probably already know 10-30 traders who’ve made 6-7 figures ALREADY on this trade, but that doesn’t mean there isn’t a 5-50x possible still. SpaceX IPO is next month (the largest IPO in the history of the earth) and to me asteroid is in a good spot for Elon to want to use the cute asteroid mascot during all the shenanigans. if you compare it to floki, a little shiba inu, even doge, all of these coins have been multi billion dollars coins all surrounded and drenched by one man, Elon musk. Also, every one of these coins has been surrounding a dog. What is asteroid? Both of these things, A dog for Elons company, at only a fraction of market cap of what those other coins reached. on a technical level, it’s sustained over 100m marketcap for almost a MONTH now, and it’s clear that the big holders (mostly whales) see higher and further visions for this coin. the yes/no: There’s 2 scenarios I see really—Elon uses it with SpaceX as the mascot, Elon doesn’t. That’s it. I think if he does use it; 5-50x, if he doesn’t use it, I’ll probably cut as it slow bleeds to a -50% to -60% loss. This isn’t a 1000x, moonboy, “change your life overnight” trade for me at the current entry, but it seems like a decent spot to park some money. My sizing and R/R: here’s the catch, I’m not dumping every dollar I own into this. I’m not dumping half. I’m not even dumping 10%. I’m literally putting in 1% of my liquid net worth and hoping to turn it into 10-15% of my nw. I’m not asking you to buy, I’m not asking you to shill and share to people, just thought I’d give my opinions on my current high conviction bet. I literally gain nothing by sharing this information except a victory lap and fatter pockets if Im correct. dyor nfa.
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Chris Ray
Chris Ray@itschrisray·
The uranium/nuclear energy smackdown continues… Prices looking even MORE attractive now. 👀 What are your favorite names in this sector?
Chris Ray tweet media
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Andy731 💹🧲❇️
$AURA isn’t just another meme.
It’s a movement. ❇️⚡️ Early believers loading while the crowd is still asleep. 
The aura is building.
Andy731 💹🧲❇️ tweet media
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Brettardio❇️
Brettardio❇️@BrettWtff·
Do you think $shib holders cared if they bought at 100m, 150m or 200m when it went to 40b? $aura is free here at 25m Greatest narrative in a long time.
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