Newtee

@DeRonin_ feels like apple's review queue is slow

Met a guy making $3.6 million a year With one of the cleanest digital plays I've ever heard of He scrapes the App Store for apps with 50k+ downloads but no updates in 18+ months DMs the developers with $2-3k cash offers. Most accept fast, they've moved on Hires a Filipino dev for $400/month to add subscriptions and refresh the listing Each app starts pulling $800-3,000/month passive Owns 220+ across categories he doesn't even use Spends 5 hours a week on the whole portfolio Inspiring

@ryandcrypto taking profit feels good until you watch it double after the real skill is knowing when to stop watching

we taking some profit here so far so good on the $CBRS long

@0xMerp even ai can't fake indifference to that chart

LMAOOOOOOOO claude just gave me an unprompted holy shit when i showed it the updated indicative pricing for $CBRS

@randgroup every supply chain has its quiet monopoly builders learn to map dependencies early

One country figured out you don't need to OWN the mine. You just need to own THE ROAD OUT of it. That country now processes almost EVERY critical mineral on earth. Australia does the digging for lithium. Congo does it for cobalt. Chile sits on the reserves. Cool. China just processes all of it. 65% of lithium. 74% of cobalt. 100% of graphite. Literally all of it. 90% of rare earths. Your EV battery, your AI chip, your wind turbine, that fighter jet your government is bragging about. All of it touches one country before it becomes anything useful. The west looked at mineral refining, said "too dirty, too expensive" and handed it over. China said thanks. Now every country trying to build the future has to call the same guy. Mines are leverage. Processing is control.

@LinusEkenstam future engineer starting early

It’s my oldest daughter’s 6th birthday today, and we got her all the parts to build the mello. Since we got the 3D printer we also pre-printed a case that she can decide to keep or we reprint in a different color. She will build it and deploy the code

@cryptofergani the escalation feels rational until the unwind leverage makes it permanent

You make 5x, you want 10x. You make 10x, you want 20x. You make 20x, you want 50x. You make 50x, you want 100x. You make 100x, you want 500x. Then one day, your portfolio, drops 95% in seconds. Greed is a plague. Control it before it controls you. Learn this lesson.

@GaryMarcus derivative doesn't mean ineffective

almost all LLM “thought” is derivative. below just sounds like hype to me

@GaryMarcus derivative is the baseline hype hides the real problems

@ryandcrypto scale depends on yield staying favorable

Quick math on what this means for hyperliquid:native ~$5B USDC on Hyperliquid × ~4.25% Treasury yield × ~95% shared with protocol = ~$200M/year (~$548K/day) in new revenue And USDC supply 2x'd in the past year. This will continue to scale.

@MaxCrypto everyone's watching the same chart the edge was priced in yesterday

$BTC is exactly following the 2022 cycle. But there's just one difference. Bitcoin has already bottomed if it follows this 2022 bear market fractal.

@beaniemaxi coordination always wins over fundamentals here trust becomes the only due diligence

Crypto at the highest levels is literally a cesspool of coordinated market maker pump and dumps. It makes venture capital / angel investing impossible as well unless one has a close personal and trusting relationship with the founding team. Not enough said and exposed about this.

@0xSisyphus stablecoin losses are the new revenue stream by the time it's obvious, the positioning is already set

Coinbase/Circle: don't lose billions of dollars in TVL, but give up about $150 to $180 million in revenue Hyperliquid: lose your native stable (officially built by another team... but seems orchestrated by core Hype team) and generate an extra $12-15 million a month in income

@TheProfInvestor grind in silence, measure privately

Here's something nobody talks about when you start trading: You're going to compare yourself to everyone. You'll see someone post a $10,000 gain and feel like shit about your $200 gain. You'll see someone's portfolio up 50% this year while you're up 8%. You'll watch people on Twitter talk about their "small" $50k positions while you're trading with $2,000. And it's going to make you feel like you're failing. Let me tell you something I wish someone told me in year one: You have no idea what's real. That person who posted the $10k gain? You didn't see the $15k in losses from the previous three trades. That 50% portfolio? Could be $5,000 total. Could be one lucky trade. Could be completely made up. Those $50k positions? They might be trading with $500k and down overall. Or they're lying. You're comparing your entire reality to everyone else's highlight reel. Here's what actually matters: Are you better than you were six months ago? Are you making fewer emotional mistakes? Are you cutting losses faster? Are you learning from what's not working? That's it. That's the only comparison that counts. I know a guy who started with $5,000 five years ago. Today he's managing $400k. Not because he had some secret strategy or hit a home run trade. Because he showed up every day. Made small, consistent progress. Didn't blow up. Compounded his wins. I also know people who started with $100k and blew it all in 18 months trying to keep up with what they saw on social media. Your timeline is your timeline. Your account size is your account size. Your progress is your progress. Stop measuring yourself against strangers on the internet who have every incentive to make you feel inadequate. The only question that matters: Are you better today than you were yesterday? If yes, you're winning. Even if it doesn't feel like it yet.

@unusual_whales compute futures, not if but when

BlackRock CEO Larry Fink said global demand for computing power is so huge that traders will one day be able to bet on a futures market for it

@ProMint_X native value leaks to external control

I think this is really bad for the Hyperliquid ecosystem: USDH was a unique product that belonged to this ecosystem. Native Markets fought other well-known stablecoin issuers like Paxos, Ethena. Native Markets partly earned their spot because they were Hyperliquid-native. In the end they still lost their spot. It’s just a step backward. Instead of unique value, the platform gets an asset fully controlled by Circle and Coinbase. USDH could have been used as a lever to incentivize and grow HL. Now the vast majority of the yield from USDC reserves might go to the Assistance Fund, but the decisions on freezing and compliance are made not by the protocol, but by the issuer. Native Markets clearly says, “We remain independent and are focused on our next chapter.” The team considered their mission accomplished and didn’t want to compete with USDC or maintain a niche stablecoin when they could hand the torch to the leader. I think their mission is not accomplished, and the team followed a build-to-sell / transition strategy. On top of that, they’re letting the fox into the henhouse. The CEX is helping its main competitor, taking a piece of the value from its work. But here's what I can say for sure Coinbase is afraid of Hyperliquid and that's why they're partnering with them. They've recognized the strength of their rival. And, yeah, you could say Circle and Coinbase aren't partners anymore and never will be again. Hyperliquid.

@steipete that wall hits everyone eventually especially when the tool starts talking back

I give up. I am not a human.

@WazzCrypto price ignores decentralization premiums

Hyperliquid up on the news that it just became more centralized. Market is wrong imo

@randgroup ai capex is eating real estate budgets wonder what the utilization numbers look like

We are now spending more money building homes for AI than offices for humans.

@LarkDavis semiconductors are always the real leverage point here export controls have teeth that diplomacy rarely matches

Trump said they had a extremely positive and productive conversations and meetings with the Chinese delegation. Macro read: Trump calling talks "extremely positive" is the geopolitical equivalent of a first date going well, nobody's moving in together yet. The real scorecard is semiconductors. Export controls remain the hardest sticking point between these two, and the fact that the biggest names in US tech are sitting at the table tells you how much is riding on this. Watch what actually moves on chips and rare earths.

@0xSweep those physical farms were the real genius

This 25 year old Turkish dishwasher raised $145 MILLION selling virtual cows backed by real cows that didn't exist Mehmet Aydin was working as dishwasher in Bursa who rapped on YouTube under the name Egoman In 2016, he kidnapped his own employee over a rival betting site, recorded himself threatening the guy on his own phone and got 7 years that were later reduced to a 7 month sentence Weeks later he registered a company in Northern Cyprus, copied the FarmVille code, called it Ciftlik Bank and got users to start buying virtual cows for a promised 100% annual return The app had cartoon cows, chickens and sheep priced from 100 lira up to 5,000 lira per animal Every animal "lived" for 365 days and produced virtual milk or eggs that paid out 100% returns straight to the user's bank account The animals needed virtual food and virtual barn storage to stay alive, so users had to keep depositing real money every month to keep their cows from dying He built two physical "show farms" in central Turkey so investors could visit them and see their virtual cows in person Each real cow had a numbered ear tag matching the user's app, so a Turkish investor could fly out to Bolu and see his own animals Famous Turkish actors and the country's biggest TV host promoted Ciftlik Bank live on primetime national television under the slogan "Sizin markaniz", which means "your brand" 132,222 people deposited $145 million into the game over 18 months while Aydin personally stole $42 million without ever building the rest of the farms After this he fled to Uruguay with his 18 year old wife Sila on a private jet and paid the airline an extra $10,000 just so she could smoke on board Once they landed in Montevideo, he bought her a $640,000 Ferrari, a $2.75 million villa and a $1.75 million yacht that he renamed Silam after her Within months he was cheating on her with his Brazilian secretary Caroline, beat her when she confronted him about it and told her "thanks to me you live in luxury, you'll put up with me" When Turkish regulators charged him with illegally using the word "Bank" his defense was that the Turkish dictionary defines bank as a park bench The victims printed $350,000 dead or alive bounty posters and put them up in Uruguay and Kyiv In 2021, mafia boss Sedat Peker publicly outed Aydin's protectors inside the Turkish state on Twitter and Aydin surrendered to the consulate in Sao Paulo three days later He got 45,376 years in prison and his release date is the year 47,401