will keep saying this: trading is the world's biggest video game. Like with any video game that hits critical mass, more people watch others play that game than actually play themselves. See the distinction between the world's largest games, like League of Legends, CSGO, Overwatch, and Fortnite. The spectacle of the game grows larger than itself. What we're building with @legendtrade is going to change the way that not only people in crypto see trading and speculation, but the general population in general. not an exaggeration to say that Legend could be one of the biggest onboarding products into crypto. we could only build at the speed we are by working closely with the @GTE_XYZ team, @enzo_gte , and @mlunghi2000 who are true believers in our thesis. Become Legend on the Internet Exchange.

today I wasted 10k doing bets across Kalshi, Polymarket, Flipr, other prediction market stuff initial thoughts: > Discovery for markets is broken: way too many markets to sift thru manually. took me minutes of sifting on just a single site to find smt i wanted to bet on > A recommendation engine/FYP-like experience makes a lot of sense for prediction markets: people have tried this with memecoins but the mechanism of making a return on a memecoin means active mgmt, monitoring of the chart, etc. For prediction markets I have a fixed downside, and instinctual thought something is underpriced, and then I just rip it. > my initial vibe is that fixing this fragmentation of markets is the key unlock to driving betting volume, especially for flash markets. 99.9% of flash markets will resolve before an interested bettor finds it. > many teams are competing in the design space of [how do I build the best flash market, most interesting flash market, a niche prediction market] which I think is unwise as you then have the GTM problem of driving volume to these markets. Personally I think Id rather just wrap stuff > for this reason I think the most valuable product to be built is the Axiom for prediction markets — if somebody built a very robust trading aggregator/terminal [trackers, news aggregation, content aggregation, God-view on all markets with best price for similar PMs across all mainstream platforms + niche markets] I think it would be very rewarding to index PM volumes ->>You can also do something really cool in the space of [I see an idea/post on the internet —> trading terminal reccs a PM for you] Other stuff: > im kind of retarded about finding out how to do this but I would love to do parlays easier to do more upside > On Kalshi/Polymarket: Frequency filter is nice except for anything short term it’s incredibly boring, usually just price bets which are usually better expressed via a perp. I guess Kalshi/Polymarket etc dont really care about this since its probably relatively low vol? > i liked that Kalshi surfaces that there is 4% interest in active positions to incentivize longer term betting

in the past, i was extremely addicted to league of legends. i would play ranked games 8 hours a day after school and do my homework while I waited for queue. i probably have over 10k hours on league. i mained talon, wukong, and khazix. . we're gonna make trading feel just like that. gLegend!

gammi - gatekeeping canned tuna is crazy lmao

disrespectful jordi and john to laugh at jeff talking about his vision peanut butter J and J need to put the fries in the bag fuckass watch ur fuckin mouth

So fucking dogshit

crazy to see the support $beats has gotten over the past 2 weeks since launch - thousands of DAU - hundreds of thousands of plays - thousands of songs generated - hundreds of songs shared - the biggest auction price of 550k in Hypurr history everybody listens to music.

i dont trust a man who doesnt actively trade or invest their net worth modern equivalent of not being able to hunt for your own food you are just a pussy

all the hot girls are on vuori/alo/aritizia now

What does this mean for launchcoin?

megaeth is the spacex of crypto

blocking this account please burn SF tech culture to the ground and rebuild it thanks

I can tell the future. 0 DEATHS 0 INJURIES. IRAN NOTIFIED US TO EVACUATE BASE BEFOREHAND.

Guy is in elementary school

trying @AnthropicAI 's new Computer Use Model -- it autonomously controls my vEnv for 2+ mins with 12+ multi-step reasoning steps, self correcting on errors, in order to scrape a Zillow listing. Zero shot with a terrible prompt. this shit is cracked

Top 5 Diddys of Silicon Valley: 1. @garrytan (King Diddy - loves underclassmen college founders. Prefers Asians and Indians) 2. @sama (AI diddy - The Gay Goblin) 3. @cory (@zfellows is Little Saint James) 4. @jonathanzliu (small diddy) 5. @daniel_mints (Dogshit Marketing Intern Diddy) Honorable mention: @MoMonuments (Statue Diddy)

The most interesting trades are when they are the most painful. Most traders are either: 1) amazing at dip buying 2) amazing at top selling And unable to internalize the mirror of both - the pain of buying when low, or the rejection of euphoria when high. These are beasts.

Might believe something just because its aesthetic

The EVM is treated like how BTC was in 2021/2022. Disregarded and old tech - "why buy BTC?" All the while very interesting things are building ontop of EVM still (MegaETH, Hyperliquid, etc.) Most are not prepared for the EVM comeback - next cycle is for ETH.

Miya, let me explain to you why this doesn't make any sense. @avipat_ feel free to respond. There are 3 main things: 1. FIRST HAND DATA IS ACTUALLY PRETTY USELESS. It's all about data quality. 2. a TON of supply already exists. The real cost of training data isn't supply, it's curation/labeling/eval. 3. supply is one thing, but for a company to buy this data, it is also regulated (demand side) -- From a technical standpoint, we can analyze training like this: For example OpenAI’s internal cost function values 1 nat of loss on 1T tokens at roughly the run cost of re-training a checkpoint, which is ∼$30M on H100s. Scaling linearly, the 10(-5) nat improvement above is worth like $300 across the entire global model, NOT per user. Amortise this across the 3k users whose camera rolls you aggregated, the per-user value is ∼$0.10. Pretty far off your $100. This marketplace also optimizes for data quantity, NOT data quality. A truthful, Sybil-resistant marketplace must solve: adverse selection, poisoning, incentives. There is no incentive i see here that optimizes for data quality (btw this is 10000% more important than quantity. anyways, theres much more, but this is a grift for anyone that understands this space, sadly.

This one-shot by GPT is genuinely scary as I thought it would really only affect low IQ people. Go on his profile he’s clearly one shot “AI Induced Psychosis/Schizophrenia” might possibly be one of the largest mental problems of the next decades really shocking to see how dangerous frequent AI usage is to your mental …

if you're not buying btc memecoins like $pups ur retarded, the thesis is very simple. i will put u on🔒 alert 1. we want to buy memecoins with strong, distributed, proven communities and mindshare on CT in order to bootstrap liquidity/volume to a CEX listing. this is the whole game. mindshare of $PUPS on a relative basis to mcap is EXTREMELY high, consistently top. look at any thread and you will see a Puppets pfp. it also survived a fkin 98% drawdown and is back to 300m mcap. 2. hugely how the hell does BITCOIN not have any memecoins > 1B yet. this is insanity as % of overall mcap of BTC. as long as this divergence is true, mimetically you will always have virtually uncapped long term pressure that "this can go higher" 3. $dog got listed on Kraken as the first rune to be listed on a CEX. do u think more, or there will be 0 more, CEX listings are coming? which are the top Runes? quite literally only two can get them rn, $pups and $dog. these listings are just pure upside 🤔 4. infrastructure is dumb early, people are buying this with by listing LOTS of tokens and u buy/sell the entire lot. there are NO AMMs yet. but, theyre coming with @Saturn_btc soon which is a huge huge liquidity/volume unlock on native BTC so u can actually have liquidity pools. these things trade at 200-300m mcap with no liquidity pool lmao, think about that 5. @theunipcs is an up and coming KOL who might have one of the best trades of all time of like 10k --> 30m on $bonk. he may become a main character this cycle and is heavily invested in BTC memecoins and shills it to retail. wdyt happens 6. "btc memecoins" is a top top tier tag line for longevity. think about: memecoins on SUI, Aptos, Polygon, etc -- people are scared to buy those because memecoins at the end of the day, are highly levered beta to their base chain and overall ecosystem. btc will never ever go out of style, and will always remain 👑 all of this will happen now do we want to be early like a TopG and buy this on @MagicEden BEFORE this happens and its hard to buy, or buy it on Coinbase 10x the price when its easy like a fkin noob lock in and believe in something

bull market is not over until i make more money

Polymarket <> X is the largest and best experiment of crypto in existing web2 rails, maybe ever. Take a look at the profitability of other crypto companies (Tether, HL, pump). Firms will/are racing to integrate a 90+% revenue stream that is subsidized by the users/Commons. I think the externalities of this are very underpriced.

can anybody beat my 1 year Robinhood chart? only options trading , almost all leaps left to right is a 200x+. first local top to drawdown is ~25% gLegend

don't show my mom this

The $HYPE and $BTC leg already hit (and will continue to do so) Time for the $RKLB leg Once you are tapped in to the Matrix you can see the future 😈😈😈

I am schizophrenic

God SF is so bad man

GTE and MegaETH should battle it out on @legendtrade, the world’s first TvT (trader vs trader) application. Built on @GTE_XYZ and @megaeth

"Why are my alts not moving?" The new alts are Tradfi stocks with exposure to crypto. Crypto is now mainstream and regulation is coming down. Alts did well in a regulation-heavy environment, when the money needed to be siloed onchain out of necessity. You gamble on dogwifhat. Today? X just integrated Polymarket. $CIRCL is now a public company. it is very obvious that none of this value will accrue to your dogshit, BUT at the same time there is extreme latent demand to these rails. And this isn't 10-100 million USD of demand, this is tradfi demand -- tens of billions. The game has shifted. Your old playbook is dead. Come back to this tweet in a year.

mention markets will drive crazy PMF for prediction markets -- the product surface area for this is SOCIAL. after playing mention markets on @Kalshi with my friend @gregdotxyz and hitting the 'YES' bet on 'Kalshi' being mentioned on South Park: > it was actually really fun to hit a 5x with the boys Why was it fun? > Sports bets have a lot of PMF because it's a (recurring event) + (repeat actors/variables) + (it is a shared experience) > > Mention markets have the side effect of creating every piece of shared experience content into an a mode of speculation. Basically every popular show/media can now get this speculative/financialized variable to it > 1. I watch this show/content with my friends. 2. "I bet on this random show or event, if this random thing is going to be mentioned" 3. My friends can also bet on this with me 4. This amplifies the shared experience and it's really fun! If think it would be quite cool to build a product SPECIFICALLY TAILORED for social mention markets -- even something basic like iMessage native copy trading to send into your groupchat, things like that.

Q4 2024/Q1 2025 is for cashing it in, NOT for Idea Generation. The time to buy and plant the seeds for your LEAPs was last quarter. We are now in Harvest Mode. If you didn’t plant, you don’t Harvest. There is NO POINT planting now, only ride the momentum — the season will end! But there will be a time when we can plant Seeds in areas of high Mimesis and generate new ideas with great entries. Then we plant our LEAPs, wait a few months, and Reharvest. The Main Narrative is this: Overall, we are playing on the mimetics in the next cycle of two individuals: Elon Musk and Donald Trump. Everything in the Main Narrative will rely on their dynamics. - Space: The #1 and #2 are obviously just SpaceX and $RKLB here. Every single other space company is so dogshit (trust me, I've looked at them all). And you can't buy SpaceX so it leaves us with $RKLB. The reason I think this sector in particular is so strong is because we have Artemis missions (manned missions back to the Moon) coming soon as well as SpaceX is going to be the (main) thing for Musk soon, because its a geopolitical asset with Starlink, whereas $TSLA is not. So it plays SUPER hard with the Trump dynamic and the fact Elon is now political. I expect a ton ton more attention to SpaceX as a business which will leak into Space industry as a whole. - Crypto: You either buy Bitcoin straight up, MSTR as a derivative, or things like $COIN and $HOOD to play on retail volatility ($coin and $hood are not *real* crypto plays, they are actually a derivative of retail entering markets and excess speculation). You can also do memecoins for the real bagger opportunities -- biggest opportunities here are not public markets but memecoins, particularly BTC memecoins as well as some others. - AI: imo this is now a fade in terms of the large caps -- we are in the trough of productivity where apps must be built. All the value from the public markets has been sucked here in $NVDA. There is actually probably opportunity for a short $NVDA spread trade here, though I am not taking it. You will see value creation but all alpha in private markets at seed-Series A now. - Nuclear Energy -- this has ran up a ton but I think there is a great opportunity here, I don't know the market though. It's also very wide so hard to find the gems.

Lol holy shit I know exactly where this spot is South Bay up the hills of Saratoga gg

I suspect that surfacing the best traders --> allowing them to create audiences --> having their audiences copy trade them --> creator monetizes their audience which basically abstracts 'trading' from trading specific assets to trading 'trader athletes/pros' is actually a larger market than anybody currently realizes the market timing is ripe there will be traders who have their own sneakers soon Nike x @legendtrade

Two trends exist: 1. Perps will dominate short-term trading 2. Trading is becoming more social We believe it’s the start of an unlock of a hidden market. As of today, most trading platforms treat users as solo actors: charts, orders, algorithms. The UI between Binance, Hyperliquid, EdgeX, Lighter, Paradex, Variational, ByBit are virtually the same between all: chart in the middle, trade modal on the right --> buy/sell on repeat. Meanwhile, social formats dominate attention: e-sports, live tournaments, influencers. There are early signs of PMF that people love trading as a spectator sport, want to BET on it, and are attracted to and interested in the 'pros' of trading, At a recent IRL trading competition (maybe 50-60 people in NYC) called ETH Perpswick hosted by edgeX, the associated prediction contract traded ~$220K on Polymarket. polymarket.com/event/eth-per… It also happened with AI models: the Alpha Arena live competition generated ~$1.006 million in contract volume on Polymarket, and another $420k on Kalshi. polymarket.com/event/nof1ai-… This proves two things: (1) there is willingness to bet/contract on live trading outcomes (2) when you layer spectacle + competition, even niche formats drive volume. What does this lead to? 1. Copy-trading the best traders, the PROS (if you trail your league of legends performance with Faker, or soccer performance with Messi, why wouldn't you?) --> The global “social & copy trading” model: individuals follow top performers, mirror their trades, engage with their narrative. IMO the logic is clear: People don’t just want to trade, they want to follow winners. If you can win like an athlete, people will watch you, copy you. Let’s model the TAM logic: 1. Copy-trading demand + follower economy Suppose 500 M 'active' traders globally. If 5% engage in copy / spectator formats = 25M participants. If each invests on average $300/month into similar-style copy-trading = ~$90B annual volume. (though the size is definitely skewed to probably a short tail amount of traders with high capital) 2. Arena event + spectator-trading + side-bets Assume 100 global live events/year globally, each 5 000 live attendees + 50 000 online viewers. If every attendee trades/copies $1000 and each online viewer trades $100 → ~$10 M per event → ~$1 B/year. Combined projection: Copy-trading/social demand: ~$50–100B/year Arena/spectator-trading: ~$5–10 B/year --> Total annual flow ~ $55–110 B+ --> At a 2% platform take-rate → $1.1–2.2B/year revenue for platforms When trading becomes “which famous trader do you like to trail?” instead of “what’s your chart?”, the ceiling moves. trading is going to feel like nothing people have seen before in 10-20 years

not enough Rohan Pandey

holy shit what happened to AI

jeff is probably a top 10 founder in the world today, built a 40b company with 10 people, and getting condescended to by two podcast circlejerkers, pretty gross

In general, I don't think that we have topped here or anytime soon. I'm a big believer in the Wall of Worry, which means that until everybody believes there is no reason for us to go down and we will only go up, then we have not topped. In this climate, there are way too many people sidelined and scared of the market -- really, there are too many bear theories with credence of truth. What this translates to is that there is still sidelined euphoria and sidelined demand. There needs a narrative to exist that allows the world to feel uncapped euphoria, just like how the Trump election created true risky demand. I don't see any narrative for this in the current climate, which means that we have no blow-off top. Until this exists, I think it is very safe to keep buying every single dip, including this one, and we continue a choppy-ish grind up. Extrapolating what I am seeing for some assets I'm interested in: $RKLB, $HOOD, $BTC, $HYPE, $ZORA, $ETH...and $MEGA on TGE

you're such a little pessimist cuck -- why does anyone listen to you, with your startup nobody uses? clearly says perps/etc is building right now So if they end up launching perps/clob/etc I assume you will congratulate -- or will you continue being a f 4g 0t?

"im not crypto native" as a response to selling tokens is hilarious r u retarded?

Bro lost 60M on Friday. Back to longing SOL on 20x leverage Legend

The value of crypto is that you can create a market and wrap 'something' intangible into an asset trends, beliefs, probabilties they dont exist. they only exist in your imagination and this is why you think you have alpha

Hebrews 11:1 Now faith is the assurance of things hoped for, the conviction of things not seen.

mobile code interfaces are going to become a large area of VC interest in 2026 "code from your phone" "voice memos --> code" "ssh into your terminal from your phone" kanban style, drag and drop, visual style coding as an app that connects to your computer while you're away raise 5M @ 50M and build it if you have a good background

They got minimaps and aimbox IRL now wtf!

RKLB last year, JOBY, PLTR, HOOD.... list goes on buying troughed fucked charts with decent fundamentals on leaps is financial retirement hack

ferocious entrepreneur @enzo_gte is announcing gte have known him for almost 15 years - trust, gte will be the biggest thing on ETH in god knows how long

now what do you think about Hyperliquid (over 200M ARR/employee) and Tether (worth 500b as much as openai, ~100 employees)

Run the election back

Ready?

I don't think we're done with this move up yet. I think the impact of a poor Q2 ER season is overblown and priced in I'm looking at Q4/Q1 ATHs if I had to guess Buy every 5% dip on indices from here on out

Stock exchanges have temporarily halted trading of EYEN due to increased volatility.

the generational market top doesn't occur until CHINA invades Taiwan in ~2027/2028 [post Trump] this WILL be the end of the UpOnly QQQ paradigm that we have seen since 2002 > China was the manufacturing engine where US tech firms exported a bunch of cost to this 2nd world country at the time so they can have real margin > China has >300x the US shipbuilding capacity and it's all geared twrds naval war machines > China will wait until Trump is out of office > Xi only has a window where they can invade Taiwan for economic/demographic reasons = China WILL get Taiwan, 2nd order effects are Korea and Japan are next to fall as they pussy out and might as well ally with their closest geographic superpower until then lever long, sell everything by the end of Trump term and hope you can allocate to something that will survive this geopolitical shift [I have no idea] but writing is on the wall allocate into btc

Kalshi is a bunch of tryhards and weirdos, their founder Tarek gives me extreme weirdo vibes. polymarket >>> all day

Don't say I didn't tell you so There is still time Accumulate. We are in disbelief Become a legend

Let's do ranked trading. @legendtrade Can't wait to be bronze rank 500 elo

Trading has product-market fit as the world's biggest video game. Everybody has been playing solo player. It's time to turn on ranked mode. Only on @legendtrade and @GTE_XYZ of course.

the only 2 types of people ive heard say college is a fade: 1. extremely rich people who 'dropped out' of college (survivorship bias) 2. people who are very jaded at the world with a chip on their shoulder of rejection (which is not particularly a bad thing)

gm

thanks armani ferrante for your opinion

Let’s win

Up early, up often, up only

Well would you look at that.

on perp dexs: > lighter popularizes the no fees model -- there is historical precendent on trading apps with the sole value prop of near-0 fees to get trading volume and force hands of MMs to operate there (see robinhood) > if retail uses the platform with 0 fees then why wouldnt liquidity slowly be thicker -- 0 fee model exchanges can grind their GTM over time > against popular belief: bootstrapping liquidity is not as strong a moat as I think people believe, if the founding team is extremely strong [see Hyperliquid vs Binance] > if one exchange has zero fees and another exchange has fees, why would you use the exchange with fees for nearly an identical experience? > is developer experience/composability the real moat? > Hyperliquid definitely wins the dev experience here still. reminds me of how everyone wanted to build on EVM in 2020-2023 and used 'developer moat' as an excuse to dunk on Solana -- if APIs/dev experience is the real moat, its a strong entry point for @GTE_XYZ etc to come in and build a more robust dev product offering not finished thoughts but... solana = Lighter hyperliquid = eth aster = bnb [?] img from @StayRoamer

anyone who was duped by ICM, launchcoin, pasternak, kled, and AVI PATEL has lost unimaginable aura

Piza/pups/wzrd . Don’t fade little sister

Watch this chart.

they have autism?

gRKLB

speculation on people speculating

K5 Global invested in a music licensing company, not a data marketplace. This is a shift of the goalpost.

Romans 8:18: For I consider that the sufferings of this present time are not worth comparing with the glory that will be revealed in us.

yeah yeah, put the competitive perps in the entertainment

Mr. Market happens to be 6'5 and black and he is RAPING you

$RKLB and $HYPE and $BTC are my go-to bags to buy over the next few months. Tame the monster

Absolutely retarded take AI is so ingrained in people’s workflows you don’t even realize it anymore This take is honestly so bad , it makes me think you will never have a good take in ur life

I just love to trade Here is my perspective on why the future is wrong. Let's gamble on it.

> for memecoins, a lot of information is conveyed through the quality of the pfp --> takes 1s to get an initial quality read > for PMs, a user has to read 10-15 words [title] to get a read ---> mentally exhausting. very interesting design space for making PMs quickly apeable [a lot of AI elements here]

6% of circ + all their other perp dex related investments + going all in on lobbying to make it legal in the United States good tech

i don't even like the stock market, I prefer crypto. I started this account in June with 10k just for fun, and because I liked rocket lab. I saw a @cyberprince_rwo tweet and aped. i did a 25x in 4 months with JUST HOLDING LEAPs -- think I can hit a milly? its (just) a 4x. I can just hold RKLB and it will likely happen. rocket lab is: 1. the fastest company to 50 space launches 2. the ONLY space company that is successful (other is SpaceX) and it is in the public markets they are selling a stock worth $200 for $20 still. $RKLB. there is more to come. its really that easy

how does ubering from one place to another cost $20 but the DoorDash delivery fee from the same places is $5

I have obtained .1% of $EYEN. @fiege_max

.@MiyaHedge I should have just said 2months tbh i was being too safe with $kled to 0 in 2 years you are so so so so so so bad

Stimming

$pump seems like its following the $hype fractal the way i look at pump is like a warrior exiting a coliseum "oh but look at this warrior, he has so many enemies, there is no way he can win" but $pump is the winner -- everyone else (heaven, bonk, etc.) is npc dogshit. welcome to the main character. it's the matrix attacking @a1lon9 and the jewish cabal, as a last test. but the enemies are now being defeated, and $pump emerges victorious -- it is undeniably The King.

God promised it to us 3000 years ago

cia and/or mossad

im going to crashout if this isnt the $rklb breakout

brother launchcoin coins are literally not = to equity in the company specifically defined in the tos you are trading memecoins you are not trading secondaries or an SPV

In simpler words: the difference between valuations based on gross sales (revenue) vs profit (EBITA) High growth companies are valued off revenue multiples. Established ones are valued off EBITA multiples. You can fill in the rest…

just need 10xs and 10s

just generated a song based on those lyrics on @0xbeatsai why is it actually kind of fire beatsfoundation.com/music/5d… Jeff My Shepherd 🔥🔥🔥

Eyenovia price target?

+22,700.00% $CORZ

All we have to do now is buy $pups for the rotation into Runes for when @theunipcs rotates from BONK

@0xbeatsai Can't wait to build on @HyperliquidX