Cloris Chen

177 posts

Cloris Chen

Cloris Chen

@clorisxchen

former CEO of Singularity Finance, now full time mama who trades shitters for the kids future

New York Katılım Mart 2020
610 Takip Edilen981 Takipçiler
Cloris Chen
Cloris Chen@clorisxchen·
One guy called for the top out of his gut, and the rest of CT started to gaslight themselves: "what if he is right?" Volatility, sure. But I just don't see how we are in a downtrend while the global is easing and economy is strong. See my latest article about the cycle top: forbes.com/sites/clorisch…
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Alex G
Alex G@AlexMoonvest·
$CLSK should pivot its powerful data centers and computing infrastructure to AI. We are in an AI revolution and it's a massive, unsaturated market with huge upside potential beyond just bitcoin mining. Disclaimer: I have a position in CLSK.
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Cloris Chen
Cloris Chen@clorisxchen·
Tom Lee的Fundstrat 7/17长篇讨论$Aero，8/8减BTC全换成ETH和$Aero。但翻遍全网，只有@blknoiz06 & @TheFlowHorse提到过它。chart刚突破，感觉要起飞了。
Cloris Chen tweet mediaCloris Chen tweet mediaCloris Chen tweet media
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Femyn 𓃵
Femyn 𓃵@0xfemyn·
@_FORAB 的确值得关注。Coinbase 同时上架多个 Base 项目，说明他们对这个生态的认可度很高。接下来如果真把 Base 上的代币全面整合到应用里，相当于在自家 App 内置了一个 DEX，这对用户和流动性都会是重大利好。
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AB Kuai.Dong
AB Kuai.Dong@_FORAB·
今早 Coinbase，突然一口气官宣了五个项目上币，其中三个都是 Base 链的项目。 恭喜之前跟进过的 FLOCK AI。 不知道这波急速上 Base 链的项目， 能不能带来一波 Base 行情。 之前官方也透露，要在未来几周内，集成收录链上所有的 Base 链代币，相当于集成 DEX 功能，在自家 APP 中。
AB Kuai.Dong tweet media
Coinbase Assets 🛡️@CoinbaseAssets

Assets added to the roadmap today: AWE Network (AWE), Dolomite (DOLO), Flock (FLOCK), Solayer (LAYER), and SPX6900 (SPX) coinbase.com/blog/increasin…

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Cloris Chen
Cloris Chen@clorisxchen·
My educated guess is that they(Novo, management, and employees) have been selling hard over the past few weeks, given the PA, the distribution, and the indirect way Novo is addressing this matter. That said, the investment thesis shouldn’t depend on the idea of them not selling, because they can, and they will. Instead, it should focus on the fundamentals. Novo’s large stake should be viewed as a risk factor. becoz of insider selling, rather than a buy factor for so-called “incentive alignment.”
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ChelApples
ChelApples@ChelApples·
$GLXY either @novogratz has been dumping non-stop in Q3, or there is predatory price control here. Check the distribution line; no one party has this amount of volume unless every 13F filer is spam dumping. Would love an answer.
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Cloris Chen
Cloris Chen@clorisxchen·
I’ve always wondered where $HYPE’s story leads. Today, @okx set a precedent by burning most tokens from previous buyback and reserve, likely their way of handling a live token ahead of a rumored IPO. With @HyperliquidX relentless buybacks and fundamentals stronger than most Nasdaq names, I can easily see them restructuring for an IPO. If that happens… we’re still early. @ThinkingUSD @chameleon_jeff
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Cloris Chen
Cloris Chen@clorisxchen·
@FloodCapital That sounded clever but actually is a lame answer…so what are the reasons?
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Duncan
Duncan@FloodCapital·
Earnings call question "How is $GLXY interacting with other hyper scalers" "We didn't acquire more land / expand our power pipeline by 1GW for no reason" 🤣ready for $GLXY to partner up with new tenants like $MSFT, $GOOG, $AMZN, $META, $ORCL
Duncan@FloodCapital

Clayco announced as $GLXY's contractor for Helios! This is huge, Galaxy is working with world class partners to build out their now potentially 3.5GW monster AI Data Center at Helios. Financing for Phase 1 is closing imminently 👀

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Nicolas Flamel
Nicolas Flamel@NicolasFlamelX·
$GLXY : "Galaxy completed the sale of more than 80,000 bitcoin—valued at over $9 billion based on current market prices—for a Satoshi-era investor, representing one of the earliest and most significant exits from the digital asset market. The transaction was part of the investor's broader estate planning strategy."
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Cloris Chen
Cloris Chen@clorisxchen·
@shirleyusy 笑死，一胎出来养两天，连一胎都想return to sender了😂
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Shirley | AI & Crypto
Shirley | AI & Crypto@shirleyusy·
一胎还没生出来我老公已经天天在说要二胎了，男人就是爽啊，嘴巴一张吊子一动就好了！🐶
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Cloris Chen
Cloris Chen@clorisxchen·
I wrote a Forbes article on recent crypto treasuries a few days ago and shortly after noticed $GLXY is the invisible hand behind them, like @_FORAB. forbes.com/sites/clorisch…
AB Kuai.Dong@_FORAB

犯了个错误，前几天的关注，全在各类微策略这种的财库股上，忽略了这些公司背后的推手 Galaxy Digital。 这家就是前不久，消化 90 亿美金比特币巨鲸抛压的，那家场外平台 + 资管公司。今天北美的同行告诉我，它们才是本轮的幕后推手（不是 Pantera 怪不得几天股票拉了 50%，内幕消息抢跑了。 CEO 光头，上一轮造出了 Luna 这种巨大的轮子、泡沫，这周期确实有能力，再造一个。

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Cloris Chen
Cloris Chen@clorisxchen·
@_FORAB @FloodCapital Then that makes sense…确实佩服你，大部分人都只关注别人喊的票，但你有自己清楚的分析👍
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AB Kuai.Dong
AB Kuai.Dong@_FORAB·
@clorisxchen @FloodCapital 中文社区喊的最凶那几个微策略股票 恰好，都是有华人机构打折拿到普通股的
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AB Kuai.Dong
AB Kuai.Dong@_FORAB·
犯了个错误，前几天的关注，全在各类微策略这种的财库股上，忽略了这些公司背后的推手 Galaxy Digital。 这家就是前不久，消化 90 亿美金比特币巨鲸抛压的，那家场外平台 + 资管公司。今天北美的同行告诉我，它们才是本轮的幕后推手（不是 Pantera 怪不得几天股票拉了 50%，内幕消息抢跑了。 CEO 光头，上一轮造出了 Luna 这种巨大的轮子、泡沫，这周期确实有能力，再造一个。
AB Kuai.Dong tweet mediaAB Kuai.Dong tweet media
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Cloris Chen
Cloris Chen@clorisxchen·
@0xENAS I mentioned Fartcoin to two men in our building during Christmas party, both successful tradfi executives and both laughed, while neither gave any response to other memes.
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Keşfet

@AlexMoonvest @galaxyhq @RHouseResearch @NicolasFlamelX @qhx050721 @blknoiz06 @TheFlowHorse @_FORAB