Alpha Anon

@alpha-anon

40 Following

11 Followers

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There is a massive difference between AI companies & companies that effectively use AI. One starts with the solution, the other starts with a problem. Same is true for crypto.

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What percent of crypto funds have outperformed a 50/50 basket of BTC/ETH over a full market cycle net of fees? Has anyone done this analysis? Is the data even available?

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Biggest sector we are fading this cycle: Gaming Why? It's exceptionally difficult to understand what drives users. You're not inherently solving a problem, your product is entertainment. Games capture your excess time & energy, we like products that save you time & energy.

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Tons of boomers choose to hold Coinbase as their proxy exposure to the crypto market. Ironically they are severely underpricing the impact of Base. Call those boomers, it's time to load up 🚀

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Can you insert your fund's subscription docs into frames & onboard investors that way? Asking for a friend...

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Force yourself to invest like a hedge fund manager. Is your thesis defenisible? Can you simplify it to the point where a novice can understand? Force this accountability on yourself.

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Are there other L1s that benefit from a DePIN narrative outside of Solana?

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Young crypto investor… your success here relies on your ability to watch someone far dumber than you gloat about their mooning token without emotion. Do the work. Ask the questions. Pick ~10 assets you believe in the most. Sit on your hands. Take some profit. That’s it.

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Your reputation in crypto as either a thought leader or grifter is 1:1 correlated with how much money your followers make following your lead. Thought leaders develop original theses. Grifters regurgitate ideas without understanding them. Neither has to do with money

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Follow me, I will guide you on a journey to take back the capital that boomers have hoarded. Investment professional with 1 foot in tradfi, 1 foot in crypto.

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Bitcoin at the top 2.2m crypto tokens vying for attention undernearh (cmc) Your jobs is to figure out where the capital will trickle down over time. That’s it, that’s the whole game, front run the boomers.

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Simple thesis that has made you gobs of money in crypto: Ethereum growth mirrors Bitcoin just 1 cycle behind. Solana just mirrors Ethereum but 1 cycle behind. What is this cycle’s Solana?

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