Brutally Honest Review of My Crypto Portfolio youtu.be/uBpQxmrxp4A?si=hCDH… via @YouTube
This guy is a very good watch. Interesting, informative and generally funny. He’s made me money over the years.
Yes I think BTC is going to go down before it goes up. Yes I think that anything under 100k is going to look cheap in the not so distant future. Solana and Jup will lag. But they will eventually catch up. Own native BTC stake your Sol and Jup and your life will be changed by 2028
Do you know what happens if this level breaks? Nothing. Absolutely nothing happens.. Unless you are over leveraged and misallocated. Then your in ShitCity. And in such situations Good Luck. Otherwise enjoy the ride. .
I think starting to think about thinking about having a discussion about the 18% ASR rewards is appropriate. @JupiterExchange @jup_dao
As the market dips, remember what you said a week ago, “ I wish that you bought more when it was lower”. And then don’t be a scared little bitch, adult-up and hit the buy button. Think accumulating long term assets. BTC SOL JUP MSTR XXI maybe some SUI to hedge.
Props when props are due.
Atlas retweeted
This afternoon, Senate Democrats proved they were never truly serious about protecting consumers and preserving American leadership. I sat at the table with Senate Democrats working in good faith to get this done while they played games.
For over a year, they presented demands and the second we met them, they made new demands and moved the goal posts. Today they voted against real limitations on politicians’ personal crypto investments. They voted against protecting American consumers from the scammers and fraudsters this bill would have shut down. They voted against American leadership, and handed China and every one of our foreign competitors exactly what they wanted. Democrats chose politics over the American people—again. That’s not leadership on their part, that’s surrender to their radical, socialist base.
The once-proud Democratic party is anti-consumer and pro-illicit finance, anti-ethics, anti-free enterprise, anti-worker, anti-livable wage jobs, and pro-socialism. The Democrats are now anti-American. Sad!
Trailing Stop Loss on @JupiterExchange failed to execute as advertised or expected?! Respectfully @JupiterExchange , please do better. Thank you.
This guy has helped me out from the very beginning. He’s worth following.
The @litterboxtrust shared a new solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN update: over 164M tokens are now locked in the buyback wallet, removing 9% of circulating supply off the market.
@JupiterExchange remains one of Solana's top protocol. Token price will soon reflect that.
I don’t disagree.
There’s still a 50% chance we bottom in Q4 2026.
But 90% of you say we are in a bull market.
I’m still bearish on the market.
> Turkey and Israel’s conflict picking up
> Black swan event could happen at any moment
> Trump could throw tariffs on countries he doesn’t like any minute.
But no one’s ready for that conversation it seems and I sound delusional.
Hey. . . With all this euphoria people are feeling, please take time out to reflect that @SenWarren is an unapologetic bitch with sand in her adult diaper.
Atlas retweeted
E183: @jupiterexchange COO - Why Solana Is The Everything Chain and Why Get Rich Slow Is The Real Alpha
@kashdhanda is the COO of Jupiter, the biggest trading and DeFi platform on @Solana. He got his start on the founding team at Superteam, then spent the last year and a half building Jupiter into what he calls the on-chain finance super app. We get into why he keeps half his own portfolio in yield-bearing stablecoins, why meme coins are just video games with no staying power, and why he thinks the fat protocol thesis got it backwards.
Timestamps:
0:00 Intro
2:10 Crypto's Middleman Problem
3:20 What TradFi Actually Knows About Crypto
4:46 Crypto's Place Inside TradFi
6:19 Early Tech, Late Investment?
7:59 Who Is Kash Dhanda?
9:26 Kash's Role At Superteam
11:42 Why Kevin Went All-In On $SOL in 2023 & $ZEC in 2025
13:02 Infinite Capitalism, Explained
16:07 Sponsors: @variational_io & @Bitwise
17:00 Which Assets Win When Liquidity Is Scarce
19:15 Kash On Memecoins
21:27 Why Keep 10% For Gambling
22:58 The Hidden Cost Of Infinite Capitalism
24:15 Getting Rich In Crypto Without Luck
26:18 Timing Beats Holding
27:25 The Only Way To Compound Wealth
31:14 The Case For All-In Stablecoins
32:59 Protocols Kash Actually Trusts
34:12 Kash's Stablecoin Allocation
37:07 How To Know You're Wrong
40:10 Sponsors @KASTxyz
40:58 Yield's TAM Is About To Explode
43:21 Is Solana Back From The Dead?
45:32 Where SOL's $1B Liquidity Really Goes
47:09 Solana's Biggest Weakness
48:44 Building Products Without Breaking Solana
51:01 Solana's 2026 Thesis
52:23 Is SOL Future-Proof?
54:07 What Jupiter Actually Is
54:34 How Jupiter Stops You From Getting Rekt
56:13 Why @ethena Powers JUPUSD
57:19 Why Jupiter Needs Its Own Stablecoin
1:00:05 How $JUP Generates Yield
1:01:08 The Super App Race: Who Wins?
1:03:20 Jupiter Spend, Explained
1:04:58 Sponsors @JupiterExchange & @ethena
1:05:42 Why Jupiter Spend Wins
1:07:39 GUM Explained Simply
1:10:20 What Else GUM Unlocks
1:12:30 Does Solana's Success Lift Jupiter?
1:14:45 Why $JUP Flopped Last Cycle
1:17:21 Jupiter's Comeback Plan
1:19:23 Is $JUP A Buy?
1:20:38 Hyperliquid vs Jupiter & GUM
1:21:38 Why Everyone's Talking About Hyperliquid
1:23:28 The Biggest Takeaway
1:24:15 Closing Thoughts