Travis Varnick

1.4K posts

Travis Varnick

Travis Varnick

@TravisVarnick

Growth tech investor all-in on $LMND, $HIMS, and $HYPE

เข้าร่วม Nisan 2025
209 กำลังติดตาม292 ผู้ติดตาม
Travis Varnick
Travis Varnick@TravisVarnick·
@aaalexhl I staked all my HYPE in December 2024 and spring 2025, not touching for a decade It’s literally the one, it’s going to flip BTC, if you got in early youve won
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aaalex.hl
aaalex.hl@aaalexhl·
Contemplating to just stake the rest of my HYPE My original plan was to have a bag to sell and have a bag that's staked long term But im naturally a horrible trader and perform better by just not doing anything And long term hard not to see HYPE entering top 2
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Travis Varnick
Travis Varnick@TravisVarnick·
Buying $LMND under $60 in 2026 is like buying $PLTR under $20 in 2023
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Travis Varnick
Travis Varnick@TravisVarnick·
Patience $LMND investors The thesis is fully on track
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Tune Ventures
Tune Ventures@tune_ventures·
$LMND 🍋 Seeing a lot of people in the timeline battling with the price action The team is executing and the fundamentals are good. The stock is cheap. No one can tell you when the market will realise Lemonade’s full value, and re-rate the stock, but I can assure you this feels no different than: Buying $RKLB $4-7 range for 2 years $PLTR $8-15 range for 2 years $IREN $5-14 range for 1 year $MSTR $17-30 range for 2 years All of these stocks went 10x from my entry, 3 of them went 20-30x Now everyone thinks those companies are a sure thing. I can assure you they didn’t when I was buying It’s always obvious in hindsight, but never easy to hold at the time Be relentlessly focussed on your thesis, the risks, the valuation, the longterm The key to 10x stocks is being contrarian, rational, right, value mad, and having the patience and fortitude to stick to your thesis I’m not saying Lemonade is a sure thing. I’m saying the thesis is currently intact from my perspective and I’m very very bullish ~Tune
Shai Wininger@shai_wininger

Lemonade Autonomous Car is now live in Indiana. @Tesla owners, you’re probably paying too much for your car insurance. Fix it here: tesla.lemonade.com/fsd

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Travis Varnick
Travis Varnick@TravisVarnick·
I genuinely believe $HYPE will flip $BTC in the early 2030s 🔮
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Travis Varnick
Travis Varnick@TravisVarnick·
@degenrsc @reisnertobias The entire point of being a professional investor is about being right Any crypto fund that has zero exposure to $HYPE in Jun 2026 is uninvestable tbh because they got the L1 trade dead wrong
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Rohit Chauhan
Rohit Chauhan@degenrsc·
c'mon dude. could you have said the same thing with confidence before? what if $HYPE was like the rest of 99% of tokens? what then? what would you tell your LPs investing is a game of probabilities and chances and ofc you're always right in hindsight i respect you but this doesn't make any sense to me
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Tobias Reisner
Tobias Reisner@reisnertobias·
Good luck explaining your LPs why you aren’t holding the only asset in this market that is performing. Hyperliquid. Paradigm was right. Multicoin was right to dump ETH for HYPE. Syncracy was right big time Framework was right If your fund somehow managed to fade Hyperliquid because you believed the FUD your LPs have every right to question your abilities.
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kmafia
kmafia@0xKmafia·
It’s far more likely to me that Hyperliquid chooses to bring hundreds of thousands of new users along for HYPE’s journey to $200+ than to make a few thousand bagholders happy by burning some portion of supply which the AF already is built to do on a daily basis. The token built on the premise of fair distribution and the team that prioritizes community over self-gain. Right now there are a few hundred insufferable accounts evangelizing $HYPE everyday. What happens if you 100x that. Remove your bias. Study community. Job’s not finished.
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Travis Varnick
Travis Varnick@TravisVarnick·
Is $BTC a buy here? In the bottom of this channel
Travis Varnick tweet media
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Travis Varnick รีทวีตแล้ว
Travis Varnick รีทวีตแล้ว
steven.hl
steven.hl@_stevenhl·
HYPE is now making new ATHs above $70. Those of you in the old school who think HYPE is correlated to BTC simply do not understand what makes Hyperliquid unique or you did not cared enough to try. The future of finance coming onchain is mathematically probable in this paradigm.
steven.hl tweet media
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katalyst
katalyst@katalystkyle·
they are literally selling eth and buying hype
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steven.hl
steven.hl@_stevenhl·
The crazy part about the current HYPE rally is that we haven't even gotten to the fun parabolic part yet. If you overlay the SOL fractal from end of 2023 to beginning of 2024, you can see where the price changes from grinding up to taking the elevator up. Hyperliquid
steven.hl tweet media
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