Danny Daily Note

3.3K posts

Danny Daily Note

@DannyDailyNote

• Quit 9-5 • Allin crypto • Based 🇻🇳 Vietnam • Daily notes on investing, life and the grind nobody shows you

加入时间 Mart 2020

97 关注448 粉丝

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Danny Daily Note@DannyDailyNote·8 Mar

Hi i'm Danny. 30s dad. Crypto since 2019. Just quit my 9-5 in Jan 2026. Things i'm proud of: ↳ Silver Button - led content for a crypto YouTube at 100K+ subs ↳ Researched 10x gem before Coinbase listing ↳ Ex-manager at @block24_ai What i post daily: ↳ Crypto data made simple ↳ Unpopular takes with receipts ↳ Daily journal - bags, kid, grind ↳ Investing strategy for ppl with a life outside crypto Follow the journey 👇

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Danny Daily Note@DannyDailyNote·5m

@beeple Metaverse failed bc it arrived before infrastructure, content, and social behavior were ready

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beeple@beeple·54m

ZUCK DELETING THE METAVERSE

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Danny Daily Note@DannyDailyNote·7m

@CryptosR_Us Tom Lee known as bullish analyst with many timing misses 49000% over 10 yrs sounds impressive but most of that return concentrated in 2-3 bull market periods not distributed evenly If you bought $ETH at the 2025 ATH and held to now youre still down significantly

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CryptosRus@CryptosR_Us·1h

📊 93% MATCH TO THE 1987 CRASH -- ETH MAY HAVE ALREADY BOTTOMED Tom Lee says Ethereum is tracking past major crash patterns with 93% correlation, the same setups that marked market bottoms. On-chain data lines up. ETH is about 22% below realized price ($2,241), almost identical to previous bottom zones. Zoom out, ETH is still up 49,000% in 10 years, outperforming BTC and even Nvidia. This is the kind of level where trends start to turn.

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Danny Daily Note@DannyDailyNote·8m

@52kskew bids are chasing price up not just sitting and waiting means buyers want in and dont want to miss usually a big player buying slow and hiding size retail still quiet after the volatility bid side is thin less resistance up clean continuation setup unless new shock hits

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Skew Δ@52kskew·39m

$BTC limit bids chasing price higher here probably due to lack of trade participation after yesterday these tactics often do attract liquidity

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Danny Daily Note@DannyDailyNote·10m

@KobeissiLetter Geopolitical leverage is sometimes a toll booth not a gun

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The Kobeissi Letter@KobeissiLetter·20m

BREAKING: An oil tanker operator paid Iran a $2 million fee for safe passage through the Strait of Hormuz on Wednesday, per FT. Iran is now charging "favored" countries millions per oil tanker for safe passage through Hormuz.

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Danny Daily Note@DannyDailyNote·11m

Retail doesnt buy through ETF wrappers and doesnt have balance sheets to allocate $1.2B this is genuine institutional capital movement If $BTC holds value better than traditional safe havens through this geopolitical stress period that narrative gets cemented in a way it never has before

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Cointelegraph@Cointelegraph·20m

🎥 WATCH: Cointelegraph’s Head of Markets @HorusHughes on @FINTECHTVglobal says “institutional investors are back,” citing $750M in ETF inflows and $1.2B in corporate treasury buying. Is Bitcoin reclaiming its safe-haven narrative?

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Danny Daily Note@DannyDailyNote·13m

@CoinMarketCap What's interesting about Ryde they diversified into $ETH and $SOL not just $BTC suggesting a strategic decision with thought about each token's use case rather than simply copying Strategy

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CoinMarketCap@CoinMarketCap·20m

LATEST: 💰 Singaporean ride-sharing platform Ryde has adopted a crypto treasury strategy, allocating a portion of its corporate reserves to Bitcoin, Ethereum and Solana.

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Danny Daily Note@DannyDailyNote·22m

@pete_rizzo_ the first part requires analysis second requires psychology the market teaches you the second part with real money

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The Bitcoin Historian@pete_rizzo_·37m

JUST IN: LITECOIN FOUNDER JUST SAID HIS BIGGEST REGRET IS SELLING LOTS OF #BITCOIN AT $1,000 IN 2013 ONE OF THE "HARDEST THINGS TO DO IS NOT SELL" JUST HODL 🔥

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Danny Daily Note@DannyDailyNote·24m

Converting a 2D image into an explorable 3D space is a meaningful advance for > real estate (virtual staging) > game development (rapid prototyping) > interior design (client visualization) wen the cost and friction of 3D space creation approaches zero use cases will explode in ways we cant fully enumerate yet

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0xMarioNawfal@RoundtableSpace·37m

YOU CAN NOW TURN A SINGLE PROMPT OR IMAGE INTO A FULLY EXPLORABLE WORLD * Move through your scene freely * Find your angles * Add or remove elements

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Danny Daily Note@DannyDailyNote·25m

@MarioNawfal @JMilei Fact argentina is the only south american country hit directly by iran backed terror 1994 amia bombing in buenos aires killed 85 people still the deadliest attack in the country’s history

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Mario Nawfal@MarioNawfal·37m

🇦🇷🇺🇸 Milei is offering military support to the U.S. in the war against Iran. His spokesman reportedly said they’re ready to send help if Washington asks, even though there’s no formal request yet. @JMilei called Iran a tyranny that spreads terror and said Argentina stands with the US and Israel in the fight against it. Source: Gazeta Do Povo Media: @ArgMilei (Feb 2025)

Mario Nawfal@MarioNawfal

🇺🇸 🇮🇷 Pentagon just asked for $200 BILLION more in defense spending. For insane comparison: Ukraine itself has spent roughly $180–200 BILLION on its own war effort over 4 full years (defense budgets skyrocketed from ~$7B pre-war to $65B+ annually in 2023–2025) So one extra US defense year ≈ 4 years of Ukraine funding its own survival against Russia. That’s not just wild, it’s fucking astronomical. Sources: WSJ / SIPRI / Ukrainian budget reports

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Danny Daily Note@DannyDailyNote·27m

@unusual_whales prediction markets dont predict the future they just show what people bet 14% does not mean 14% real chance it just means thats where money is rn

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unusual_whales@unusual_whales·37m

There is a 14% Netanyahu is out before June 30, per Polymarket:

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Danny Daily Note@DannyDailyNote·30m

@AlexFinn Openclaw proved one thing ppl want to control ai in chat that forced Anthropic to react or risk losing dev mindshare this pattern is classic open source shows it works big companies come in and scale it

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Alex Finn@AlexFinn·1h

OpenClaw made Anthropic completely pivot Quite literally every single release the last month has been an answer to OpenClaw • Telegram messaging • Scheduled tasks • Remote sessions A 1 person led open project caused a 1/2 trillion $ company to completely change everything You have way more power as an individual than you think

Thariq@trq212

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

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Danny Daily Note@DannyDailyNote·31m

@CryptoGodJohn Huang mentions $TAO TAO community: Jensen confirmed bullish, loading bags" Jensen also mentioned electricity, water, and oxygen in the keynote nobody's going long on those

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John@CryptoGodJohn·1h

$TAO looks like it’s about to go on a massive run and break out of this daily range its been stuck in With Nvidia’s CEO Jensen Huang speaking about Tao & it’s sub nets today I think it is obvious this is going to get bid up big by AI whales soon

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Danny Daily Note@DannyDailyNote·33m

@Barchart Options market is smart money hedging not retail freaking out Put call at 0.85 to 0.90 SPX shows 70 to 75% chance of bounce in 10-15 days fear already priced in but now Iran Israel tension hits same time that kind of risk is messy options dont price it clean

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Barchart@Barchart·41m

Options Traders are the most bearish on stocks this year after the equity put/call ratio jumped to 0.90 on Wednesday 👻😱 This is the 4th highest level in the last 12 months 👀

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Danny Daily Note@DannyDailyNote·39m

@NickJFuentes 4 countries trading shots in the Middle East $200B being argued in Congress some guy streaming it all from his bedroom this world feels unreal not even surprised anymore

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Nicholas J. Fuentes@NickJFuentes·1h

Live on Rumble discussing the $200 billion Iran War, marine invasion of Iran’s islands, and Trump’s decision to finally shut down mass deportations

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Danny Daily Note@DannyDailyNote·41m

@seth_fin LTH are the strongest holders they can sit through long drawdowns when they start selling weak hands already gone

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Crypto Seth@seth_fin·1h

$BTC Long Term Holder in profit plummet since $126K When even the LTH profit dumps, the bottom should be close Probably nothing

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Danny Daily Note@DannyDailyNote·42m

@PeterDiamandis Scarcity and abundance thinking are 2 different models of how the world actually operates the model you choose determines which problems you even think are worth solving

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Peter H. Diamandis, MD@PeterDiamandis·1h

"Scarcity thinking: 'There are 8 billion people competing for limited resources.' Abundance thinking: 'There are 8 billion minds that could solve the resource problem.' AI + biotech + energy abundance means the competition isn't for the pie. It's to grow the pie 1,000X."

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Danny Daily Note@DannyDailyNote·44m

@RoundtableSpace Jensen Huang builds chips Wally Liaw moves chips both on the same stage tech world is messier than any drama

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0xMarioNawfal@RoundtableSpace·52m

SMCI CO-FOUNDER ARRESTED FOR CHINA SMUGGLE SCANDAL > Co-founder Wally Liaw arrested for illegally exporting Nvidia servers > Scheme smuggled over $2.5 billion worth to Chinese buyers > Used fake servers and shell companies to bypass U.S. controls > Holds $464 million in SMCI stock; placed on leave > Stock plunges ~12% after hours > Faces up to 30 years in federal prison Drug smuggling is out of style, GPU smuggling is the new hustle

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Danny Daily Note@DannyDailyNote·45m

@zerohedge when retail steps out institutions and algos run price liquidity thinner so volatility gets wild retail comes back after the move and buys the top

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zerohedge@zerohedge·52m

Retail Trading Plunges 43% Since The Start Of The Iran War zerohedge.com/markets/retail…

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Danny Daily Note@DannyDailyNote·46m

@Cointelegraph $BTC strategic reserve talk now normal in the Senate digital asset frameworks being discussed and drafted went from crazy idea to under review to getting written takes years but trend is clear

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Cointelegraph@Cointelegraph·51m

🇺🇸 TODAY: Senator Cynthia Lummis says, “Digital assets are the future, and it’s time America gives them the environment they need to thrive.”

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Danny Daily Note@DannyDailyNote·22h

@elonmusk When gas hurts your wallet long enough nobody needs to convince you to go electric Economics handles the pitch itself

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发现

@beeple @CryptosR_Us @52kskew @KobeissiLetter @HorusHughes @FINTECHTVglobal @CoinMarketCap @pete_rizzo_