Michael Bradley

7 posts

Michael Bradley

Michael Bradley

@Mdcbradley

Wanderer

Katılım Mart 2026
291 Takip Edilen25 Takipçiler
Michael Bradley
Michael Bradley@Mdcbradley·
@armaniferrante Could you have a setting to run these automatically on logging in/ periodically in background, and then have withdrawals & deposits instant ? Feels by separating them could make UX faster / improve timing for abs / bots etc
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Armani Ferrante
Armani Ferrante@armaniferrante·
@Mdcbradley Main slowness comes from all the KYT/AML checks we do on withdrawals. Need those for compliance.
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Michael Bradley
Michael Bradley@Mdcbradley·
@armaniferrante @solana That is 🔥 Can you show that 1 share going back from your wallet into your exchange account and selling it? This is the part that is more impressive for crypto natives, as off ramping is generally harder then on ramping Same clean UI set up to create a pair of video clips.
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Route 2 FI
Route 2 FI@Route2FI·
Can I use onchain stocks (Ondo, xStocks, etc.) as collateral anywhere yet? Let's say I want to hold the S&P 500 as collateral and borrow stablecoins.
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Michael Bradley
Michael Bradley@Mdcbradley·
@NearSuperApp @ilblackdragon @AlexAuroraDev Been playing with perps. Overall love it 😍 Hits the beautiful UX I’ve come to enjoy and expect from near [.]com The second passphrase does throw a spanner in simple UX. found it problematic using Proton Pass / Safari / iOS. Also a complete failure within Jupiter wallet.
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near.com intern
near.com intern@NearSuperApp·
so much winning then, not so much high risk indeed but the future is bright gm gm ☀️
near.com intern tweet media
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Michael Bradley
Michael Bradley@Mdcbradley·
@ThePumponomics Zec : My foundation layer. everything is a means to increase my Zec. Cards (collector Crypt) : thesis playing cards are huge business. NFTs link to valted cards transformational. Kicker is Cards ~ treasury backed ‘index Nobody : (meme play, huge connections) Hype : move in & out
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Pumponomics
Pumponomics@ThePumponomics·
@Mdcbradley Appreciate the kind words brother. What’re you in today?
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Pumponomics
Pumponomics@ThePumponomics·
road to (hopefully) $30m | month 1 recap last cycle i bought $sol at $20 and sold at $250. retired off that trade. ngl, tough act to follow. back with $5m for round 2. first month end recap. plenty of room for me to embarrass myself from here. portfolio: $5.9m. up $580k (+10.8%) since i started this account. april was an active month. here's what happened. what i did: · finished deploying cash into $zec across two big buys, biggest at the start of april · sold $pump on apr 1 for a ~17% loss (~$33k). thesis didn't hold and i didn't want to nurse it · exited $near in two chunks. trimmed ~40% mid april, sold the rest on apr 28. apparently i needed two tries to make up my mind · net: out of pump and near, into zec and $hype why i cleaned house: i think this cycle is going to be more concentrated than people expect. less retail than 2021. more competition for gambling money. stocks (ai supply chain, quantum, foreign), sports betting, prediction markets. money probably flows to a few clear narrative winners, not a broad altseason. i'd rather hold two bags i fully believe in than spread thin across positions i'm second guessing. the new portfolio: deployed ~$3.1m into $zec (60%) and ~$2.1m into $hype (40%). that's the conviction split. as of today: zec at $3.57m (+$511k since i bought), hype at $2.17m (+$69k), cash $200k. 2 asset barbell. one sentence thesis on each: $hype: profitable casino, real revenue, buys back its token, founder is the anti scammer in an industry full of scammers. $zec: private money in a surveillance era, quantum resistant, ~$6b market cap, regulatory cloud cleared. $near needed three sentences and a chart and some squinting to explain the thesis. that's the difference and why i cut it. why zec gets the slight lean: lower market cap, no unlock overhang, no tradfi comp anchoring upside. hype has gravity from coinbase / robinhood multiples. zec's ceiling is whatever the market decides privacy is worth in a surveillance moment. that's where parabolic moves live. not a strong differential. just enough to earn 60/40 instead of 50/50. what i didn't do: didn't touch hype through the chop. didn't try to time the rotation from near to zec/hype. didn't sell near on a green day to feel better about it. could've stayed retired. but i love the game, and every dollar i compound now sets my kids up for whatever's next. goal: $5m → $30m. month one done. portfolio screenshot below. every move on the books, nothing hidden. solana story if you missed it: x.com/ThePumponomics… rd 2 game plan with original bid levels: x.com/ThePumponomics…
Pumponomics tweet media
Pumponomics@ThePumponomics

my bear market game plan for the $1.7m cash on the sidelines: will sell $pump at a loss. the price action has been disgusting and the capital is better used elsewhere. i'll make a separate post on why. limit orders sitting right now: $450k for $hype in the low 30s $750k for $zec in the 215 range that's about 10-15% below current prices. i think the bottom is in for btc (or close to being in) but i'd love one more shakeout to fill these orders. keeping $500k in reserve. if we get a big summer dump, that goes into $zec. if we don't, it gets deployed by november at the latest. end goal: roughly equal split across $near, $hype, and $zec. three bets, three different narratives, fully deployed by mid term elections. the weird part? i'm rooting for lower prices so my orders fill. but i also want prices to go up because i'm already in. every crypto investor knows this feeling. every buy posted with screenshots when it happens.

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