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Sonder
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Sonder
@sonder_crypto
Lost it all and made it back again.
Katılım Haziran 2022
419 Takip Edilen25.3K Takipçiler
$FIRE on Base is the best, organic, meme community I’ve seen on the chain in a long time. It reminds me of Base meme communities back in summer of 2024. After watching @sonder_crypto tweet about it for weeks, it finally convinced me to look closer and ultimately take a position.
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Welcome to the retirement club 🔥
Mr. Chonky@0xAmbien
$FIRE on Base is the best, organic, meme community I’ve seen on the chain in a long time. It reminds me of Base meme communities back in summer of 2024. After watching @sonder_crypto tweet about it for weeks, it finally convinced me to look closer and ultimately take a position.
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Sonder retweetledi
Stocks won. Crypto's game moved.
And it's not where the timeline is looking.
$NVDA is at $5.4 trillion.
Up 64% in a year.
20% of the S&P 500's YTD gain comes from 1 stock.
The bull market is in equities right now and pretending otherwise is cope.
But NVIDIA can't 100x from here, a $540 trillion market cap is more than 5x current global GDP. The asymmetric upside is gone on the large caps.
That's still a great trade. Go make money in stonks.
Genuinely.
But maybe the choice doesn't have to be between stocks and crypto.
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While FIRE was an incredible starting point for me, I’ve abandoned the frugal mindset they preach. Being overly frugal can be very net negative over the long run.
Skipping experiences, traveling, networking, or dates because of the expenses isn’t something you should do. After all, you only live once, anon.
I think it is important to be careful with money when you start out on your journey, but later on (assuming you made some money), you should just spend it more freely.
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@NotChaseColeman Wrote about it here, same vibes.
x.com/sonder_crypto/…
Sonder@sonder_crypto
Stocks won. Crypto's game moved. And it's not where the timeline is looking. $NVDA is at $5.4 trillion. Up 64% in a year. 20% of the S&P 500's YTD gain comes from 1 stock. The bull market is in equities right now and pretending otherwise is cope. But NVIDIA can't 100x from here, a $540 trillion market cap is more than 5x current global GDP. The asymmetric upside is gone on the large caps. That's still a great trade. Go make money in stonks. Genuinely. But maybe the choice doesn't have to be between stocks and crypto.
English
Sonder retweetledi
'It's time to play with the new toys. The toys are the early primitives being built right now. Custom contracts, PoW on SOL, V4 hooks, asymmetric tax mechanics. Most will look dumb in retrospect. A few will form the infrastructure that the next cycle is built on.'
Amen! There's so much going on that should excite people, it's hard of course when overall prices take a hit, but if you zoom out, onchain tech is in a bright spot, we should also do well to remember AI agents will have to use crypto rails for their usage, that alone should 1000x txs on the rails being built here🫡
Sonder@sonder_crypto
Stocks won. Crypto's game moved. And it's not where the timeline is looking. $NVDA is at $5.4 trillion. Up 64% in a year. 20% of the S&P 500's YTD gain comes from 1 stock. The bull market is in equities right now and pretending otherwise is cope. But NVIDIA can't 100x from here, a $540 trillion market cap is more than 5x current global GDP. The asymmetric upside is gone on the large caps. That's still a great trade. Go make money in stonks. Genuinely. But maybe the choice doesn't have to be between stocks and crypto.
English
Fact: $NVDA and stocks won the current liquidity game, but they can't 100x from here. The asymmetric upside moved elsewhere.
Right now, onchain builders are quietly laying down early primitives. Price action looks boring, but remember: AI agents will eventually run on crypto rails, scaling volumes 1000x. The choice isn't stocks vs crypto-it's legacy vs the future
Sonder@sonder_crypto
Stocks won. Crypto's game moved. And it's not where the timeline is looking. $NVDA is at $5.4 trillion. Up 64% in a year. 20% of the S&P 500's YTD gain comes from 1 stock. The bull market is in equities right now and pretending otherwise is cope. But NVIDIA can't 100x from here, a $540 trillion market cap is more than 5x current global GDP. The asymmetric upside is gone on the large caps. That's still a great trade. Go make money in stonks. Genuinely. But maybe the choice doesn't have to be between stocks and crypto.
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Specifically optimistic about the future because builders will build regardless of whether tourists come or go.
Prism@prism_lp
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One of the most interesting threads I’ve read today.
Give it a read folks.
Sonder@sonder_crypto
Stocks won. Crypto's game moved. And it's not where the timeline is looking. $NVDA is at $5.4 trillion. Up 64% in a year. 20% of the S&P 500's YTD gain comes from 1 stock. The bull market is in equities right now and pretending otherwise is cope. But NVIDIA can't 100x from here, a $540 trillion market cap is more than 5x current global GDP. The asymmetric upside is gone on the large caps. That's still a great trade. Go make money in stonks. Genuinely. But maybe the choice doesn't have to be between stocks and crypto.
English
Very good article.
Worth reading.
@fraudsworth
Sonder@sonder_crypto
Stocks won. Crypto's game moved. And it's not where the timeline is looking. $NVDA is at $5.4 trillion. Up 64% in a year. 20% of the S&P 500's YTD gain comes from 1 stock. The bull market is in equities right now and pretending otherwise is cope. But NVIDIA can't 100x from here, a $540 trillion market cap is more than 5x current global GDP. The asymmetric upside is gone on the large caps. That's still a great trade. Go make money in stonks. Genuinely. But maybe the choice doesn't have to be between stocks and crypto.
English