AJC

Yesterday was my last day at Blockworks.

After 4 years at Messari and 6 months at Blockworks, this chapter of my professional career is finally coming to an end.

Although my time was short at Blockworks, I’m thankful for all the wonderful people I met there.

As for the future, I’m gonna take the next couple weeks to recharge and refresh, and then figure out what’s next for me.

ApeBall is the most interesting of the community pools launched on FWA thus far.

Will be monitoring ApeBall to see if it can kick off a ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845 resurgence

CT: “Memecoins are a solved game, extremely -EV, and their only purpose at this point is to extract money from you.”

Also CT: *Keeps trading memecoins*

Some pretty insane candles onchain today, seems like everyone is capitulating

It’s definitely +EV to be trading *real* onchain utility coins again.

This is a pretty massive catalyst for solana:4K1m7gAMDKzrxQn68yuZAd767w57Fw7Ykw69dG3umeta yet the market:

1) didn’t front run it, and
2) is taking awhile to price it in

These are the exact kind of market conditions where you can have edge as a fundamentals-focused trader