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ceteris
40,668 Twitter followers
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head of research | delphi
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ceteris
Thread
#Thread#
i think a lot of confusion on quantum and btc is that everyone frames it as a tech problem, but what makes the problem specifically unique to btc is that the tech problem is secondary quantum resistant bitcoin will be feasible but it doesn't solve what you do with the old coins
QUSDT
0%
ceteris
solana is a monad l2 through the wormhole eigenlayer
Solana
@solana
MON, the native token of @monad, will list and be available to trade on Solana simultaneously or even before major exchanges 🔥
ceteris
who will have more @monad $mon *spot* volume day 1?
ceteris
who will have more @monad $mon volume day 1?
ceteris
the always optimistic co-founder of Fundstrat Global Advisors believes in the long-term power of retail investors twitter.com/ceterispar1bus/sta...
ceteris
"dogwalked in spot" - @0xLTR kind of a goated phrase
Delphi Digital
@Delphi_Digital
LTR & Flip explain why bear markets could be a blessing in disguise. "It's much easier to find teams who are building and grinding in the trenches so you don't get distracted. Pendle and Maple were around zero post FTX... Now they are some of the biggest DeFi protocols."
ceteris
Thread
#Thread#
kind of weird to say, but my biggest mistake over the past year was believing tokens would trade closer to their actual fundamentals and token rights yet continuing to own coins antithetical to this because i thought the market would take longer to fully move to it
ceteris
11-21
the lower we go the more insane this santa rally is gonna be
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