fa cap
5.8K posts

fa cap
@facap_
We’ll show them. We will show them all. Not financial advice.

anyone have the solana:BANKJmvhT8tiJRsBSS1n2HryMBPvT5Ze4HU95DUAmeta bear case?

Lacy gave us a top signal in a bear market, impressive

Lacy gave us a top signal in a bear market, impressive



i've been writing & tweeting about the divergence between good coins (HYPE, ZEC, LIT, VVV, NEAR) & bad coins (BTC + essentially everything else) for ~6 weeks now but am increasingly unsure how much longer this can continue have been comfy hedging good coin + ai/equity exposure with BTC & bad coin shorts but the dichotomy is becoming hard to comprehend even *if* the fundamental & narrative reasons justify the rotations (DATs + saylor/tom lee overhang, constant bad coin emissions & no revenue, etc) maybe we just continue this divergence forever but im skeptical of a market wide wipe given others strength, oi, rsi, etc in the face of increasing BTC weakness & horrendous performance, the kind is eventually respected is *some* manner wildly interesting spot as they say




btw the AVICI team doesn’t get a single penny if the business never reaches (and sustains) a 100 million dollar valuation. not sure a lot of people are aware of this but this is the cleaning alignment structure we’ve seen from a crypto team, maybe ever.








