Moose🫎

new isekai: Reincarnated as a stock share

@ParadisLabs *CITADEL BUYS BULK OF STOCK PORTFOLIO FROM SITUATIONAL AWARENESS, SOURCES SAY -- WSJ

This Leopold / Situational Awareness story is crazy. > Go from $1.5B to $20B in under two years. > Over 1,000% since launch, 270% ytd to May alone. > Jane Street which almost never allocates to external managers becomes an investor. > $24B near the highs, levered as much as 4x. Up 439% for H1'26. > July 2026: AI names go down as much as 50%. > Compounded with up to 4x margin... > Leopold sends letter to LPs for additional capital reported by FT yesterday, says that this is a buying opp. > Today: CNBC reports Situational Awareness has exited all public equity positions. > One buyer takes everything, both L/S books, in one enormous block. > Jane Street?? Who buys a whole levered spread book in one go? Isn't that is literally Jane Street's business? > As an LP, Jane Street had the inside view of exactly his book. Which would make this even more ironic... > If it was JS, the arc completes: Leopold's rarest backer would be the buyer of his whole book lol. > What's left of Leopold? Whatever's left in the private book after selling Anthropic stake and the capital raise, if any.

@zeroxkyle dtcpay fees are absurdly high btw, can consider straitsx or hako If larger consistent volume, can speak to any of the otc desks

GM - need some help from my local sinkies ; just incorporated a business that will be accepting stablecoins, does anyone know of any local stablecoin providers that can offramp to a corp bank account? Majulah.

the next Squid Games gonna be lit

@jake_pahor not a matter of if but wen

@CryptMoose_ I’m a big fan of ETH. Just waiting for the right moment. Also got rekt holding ETH last cycle. Barely even broke its prior ath 😢

I'm 100% Bitcoin right now. Zero altcoins. And it's not because I think alts are dead. It's because I got honest about my own limits. Last cycle I ran a bag of altcoins like I had an edge. I had a full-time job and no plan. I chased narratives on my phone between meetings, held through tops I didn't recognise, and got rekt while Bitcoin quietly beat almost everything I was holding. The lesson wasn't "altcoins bad." It was: know your constraints. I've got a family, a full-time job and a company I'm building on the side. Altcoin rotation is a job for someone with hours I don't have. So my core is the one asset that doesn't need babysitting, and whether you measure in dollars or in BTC, it's been the right call for most of the last four years. Your constraints are different from mine. That's the point. The portfolio has to fit the life. You run your portfolio, it doesn't run you.

wtf is pipedog

@Slappjakke @variational_io

Nearing a 6 month airdrop drought Wen?

@TheLongInvest Cup n handle

$COIN If crypto can behave like a safe haven over the next 6 months which it was originally designed for then $COIN is in a great position to benefit from this rotation. Under the 200 WMA now after completing an ABC correction and in a bullish descending wedge.

@Cbb0fe @Revolut Llamao

Get ready for all your favorite crypto KOLs to explain you how @revolut is great for you

@poopmandefi @JupiterExchange yo big congrats ser!

Bear is for building. Happy to share that I'm joining the @JupiterExchange business analytics team. I will be working alongside one of the smartest, fastest moving teams in the space to push onchain innovation forward. We are here to make crypto cool again.

@hansolar21 efferium

Still like eth this week

@bartcheek But not yet

@CryptMoose_ Super rich GCB trust fund mega corp heir moose

Eurosummer-maxxin or smth

@bartcheek There will be signs

@Stoiiic pleasure connecting with you ser

update: I'm now tempted to fire off "great to connect" dms as well as commenting "great to connect" under everyone's tweets until further notice.

@c0xswain @L1D_xyz @Ray_L1D @0xLouisT @danielfsy Congrats ser!

excited to share i've joined the @L1D_xyz investment team incredibly grateful and stoked to work alongside some of the best minds in the space @Ray_L1D @0xLouisT @danielfsy i remain very bullish on crypto and want to dedicate more time towards finding truly asymmetric opportunities, especially in private markets very broad strokes but particularly interested in the following: - experimental/new business models only possible because of crypto - tokenisation of everything (especially alternative assets and hard-to-access markets) - teams solving traditional problems via crypto rails - any category-defining 0 to 1 ideas if you're building something interesting, would love to chat. DMs open.

@Route2FI Yesss Fk ard and find out fr

It is crazy to me to think of the fact that I started writing on the Internet 8 years ago, a decision I took because I didn’t have any IRL friends to discuss the topics I wanted to discuss. Or at least not discussing it in the depth I wanted. The writing was for me, and not with the intention to make a living out of it. I met some really inspiring people early on, who kept motivating me to continue. Conversations with these people definitely changed my life, and the cool thing about sharing content publicly is that you attract more of the people who align with your values and share the same mindset. If you’re still wondering if you should go down the same path, my advice for you would be that you should do it. The worst-case scenario is that no one likes your writing, but if you are consistent and write things you are genuinely curious about, chances are that people will relate and reach out to you. But you will never find out what could have been if you’re not trying.

@Grantblocmates Lesgo

It feels like for the past 18 months we’ve been on X Today feels like we’re back on Twitter Feels good man