JY

Great to see onchain being mentioned on the Robin Hood Q3 earnings call.

This is what I have been holding or what I look at:

$NET: expecting a comeback here eventually. One of my key bets on Robin Hood.

$CHOP: Volatility farming, looks like with more BD, TVL will increase over time, Bankr supports rather strongly too.

$MORROW: had big dip, but tech is working, fund of my buddy Born is doing well (mine less for now). Just needs more interest and eyes.

$BEAST: micro cap. Did alr first transition to a $LIT treasury strategy. Expecting more to come as team has been working bts. Idea around automated AI trading via NFT is cool and fits RWA strategy of RH,

$PARE: Was a giga runner with KOL push, then fell off a cliff. Idea around splitting dividend and principal onchain is still cool, just that there is no hype around it rn.

Wishing all of my friends on Elysium to make money and some actually did. At the same time I agree with Chiron.

Many people on the timeline were telling you Elysium is the next Robin Hood like runner. Spoiler: there is never a ‘next x’. These are all constructed narratives to steal your money.

The same people were telling you some months ago Robin Hood is here to stay, Cashcat will run to billions, Vlad will make you rich. Then they moved to the next opportunity to milk.

Thing is that out of the liquidity which chased this opportunity , one part will be again siphoned out of the system, lowering ceilings on the next big thing. This endless cycle won’t change unless we get better conditions sooner. Until then it’s a rat race to the bottom.

Normally I would be happy about seeing my timeline full of asian gurls, but then I realised what it means for my bags 🥀

Oh man, it’s about the frens we met on the way I guess

Another page in the scammer or incompetency (either or) playbook: contacting you for some BD work regarding their newly launched protocol.

$SIL team contacted me few days ago regarding some help to scale stuff. We never really engaged further. So far so good.

Joke on me though as I like it when teams are actively reaching out to people, as I value proactivity.

Now 6 days no update on the X page, ignoring follow up messages regarding above and token is down 90%.

There were some signs though: a team not wanting to talk about their project on spaces is kinda a red flag (not always though).

Referring back to my previous days posts: as soon as Robin Hood got vamped by Elysium, I guess some teams gave up. @siliconetwork is another example of it.