bnb_gem

Huge rotation underway: Semiconductors ➔ Cloud & Software ➔ Crypto. Capital is flowing back.

The best time to buy crypto is when nobody’s talking about it

Why I will still prefer Binance over self-custody: I would be surprised if @binance doesn’t come out stronger over the next 6 months. Look at what happened after withdrawals resumed: $4.649B in withdrawals processed $1.01B in deposits $3.638B net outflow Just 2.1% of reported $171B AUM. Despite the initial spike, withdrawal volumes declined while deposits remained substantial. There’s something important people often overlook: Self-custody isn’t automatically safer for everyone. If you lose your keys, make a mistake or become a victim of an exploit, there’s usually nobody to call and no recovery mechanism. A well-established exchange offers infrastructure, security resources and customer support that many individuals simply cannot replicate themselves. Of course, both approaches have risks. It ultimately depends on your ability to manage them. But trust isn’t earned during good times. It’s earned when things get difficult. And Binance just went through another important test well managed by the team and ofc @cz_binance @heyibinance @_RichardTeng

In the car after work, following the @binance situation closely. Feeling calm as a user, and even more so as a crypto guy. Binance is handling this the way they always do: with full accountability and putting a face to it. @heyibinance @cz_binance

Respect to @cz_binance for stepping up and saying the Binance hack will be fully covered, especially since he’s no longer CEO, just a shareholder. Most people in this industry would have just disappeared.

Binance vs SpaceX. Guess which one has positive cash flow. (Hint: it’s not the one spending $20B+ a year on rockets and AI!)

After the Bybit hack in Feb 2025, Bybit bought back the ETH to make users whole. A few months later (summer 2025) ETH was back above $4k and BTC was well over $100k. Crypto learns, crypto gets stronger. And of course we trust @binance and @cz_binance.

Finally.