#Investments 💎 #Trades 📈 #Cats 🐈 ∞ Investments, Trades and Thoughts are shared in the Cat Journal ∞ Building @TheApexTerminal (not released yet)
Joined December 2012
- Tweets12.4K
- Following1.2K
- Followers3.4K
- Likes97.3K
Cat 🐈 retweeted
Everyone wants a Bitcoin pullback until they get one.
On the way up, it’s “Just give me another chance to buy lower.” Then price comes back, the timeline fills with “it’s over” posts, and suddenly we’re wondering whether the bears were right.
The entry we were hoping for starts feeling like something we should avoid.
We want the lower price, but with the confidence we felt when it was going up. That’s the problem.
For me, this is when the levels matter more than the mood.
Bulls would like $82.5K back by the weekly close. Around $79.7K–$80.4K, acceptance below brings prior value back into play. $75.1K is the bigger reference from the broader bottoming formation.
They serve different purposes, and losing one doesn’t automatically erase the entire recovery.
But a lower price isn’t enough to make me buy, either. I’m looking for buyers to defend a level, reclaim lost ground and build structure. Give me that and a clear place to be wrong, and I have a reason to try a long.
If the setup fails, I take the loss and reassess. If buyers haven’t shown up, I can wait. Neither decision requires me to know the exact bottom.
We’re trying to buy wholesale and sell at a premium. We make that pretty difficult when every rally makes us chase and every pullback makes us panic.
Don’t buy just because it’s cheaper. But don’t forget why you wanted it cheaper, either. Let the reaction tell you whether there’s a trade.
Cat 🐈 retweeted
I got tired of getting 10% off market fills on @fomo so I did some digging and here are the actual mechanics
not accusations, just digging into this b/c execution has simply been terrible and kills users' pnl slowly
TLDR: only @RelayProtocol and fomo could be front-running user flow. external users cannot.
Swaps on fomo work like this:
1) user taps buy on fomo
2) fomo sends the order to relay (size, dest chain, dest token)
3) relay prices it and picks the route
4) if same-chain: swap happens on that chain.
5) if cross-chain: fomo sends usdc into relay’s vault on chain A (amount + order id). 1-3s later relay’s solver spends its own money on chain B, buys the token there, and sends it to the user.
so the only entities with the full swap info b4 the actual fill are fomo at step 1, and relay at step 2
malicious internal actors at fomo or relay could use this info to buy the token at step 1/2, and sell after step 4
this would be basic order-flow front running btw, not MEV/sandwich attacks. vocab matters here.
im not making accusations, im simply reasoning thru the data as fills don't make sense to me and i need to understand why
i really like fomo as a discovery tool and use it every day, but execution/fills has been terrible and i felt the need to look into it
Cat 🐈 retweeted
Whilst I’ll be playing on @arc this week I think it’ll be a giant mistake to rotate out of your -75%+ @RobinoodApp gems to chase the hype.
The rotation back will be aggressive and when you least expect it.
Some serious value on Robinhood chain dips, RH is here to stay.
Cat 🐈 retweeted
Guys, enable "password reset protect" to protect your X account. It is not enabled by default.
Cat 🐈 retweeted
Let me get this straight.
A 2.8 trillion $ company ( @amazon ) has a hidden secret duck in every single country of the world, living in their code and AWS page confirmed it themself.
<!-- _
.__( . )< (duck yes)
\___)
~~~~~~~~~~~~~~~~~~-->
Sub 900k Mc and as reward for holding you do get amazon.
Cat 🐈 retweeted
Been buying up heaps of this. I think $RNODE fits the RH chain well and it’s just a matter of time before this goes vertical.
Multiple massive accounts already positioned btw👀
AI trading agents went mainstream this summer. Robinhood shipped them to nearly 28M customers. The market is real. Agentic trading is happening.
But their version lives inside their app: their custody, their account, their off switch.
We're building the version a broker structurally can't offer. Not won't, can't.
A regulated brokerage must hold your account, but on-chain, you hold the vault. Agents that run on your own vault, with limits enforced by smart contracts instead of a brokerage backend. Your keys, your caps, your kill switch.
And because it lives on-chain, our agents do things a broker app never will, like composing tokenized stocks with DeFi legs or trading the after-hours and weekend markets while everyone else waits for Monday's open.
Where this goes? An open economy of agents with verifiable, on-chain track records. Strategies you can prove, share, and copy.
They validated the demand, and we're building the open version.
robinode.xyz
Cat 🐈 retweeted
Ansem being main character again is +EV for Solana and all memes to complain about the current meme running sucking liq from established memes is being small minded
It’s not a random extractor like James wynn it’s the main character of 2024 bull run memes who publicly sold the top and is now back bullish again, attention will flow back to the chain overall.
Vibe shift
Cat 🐈 retweeted
Wait, this was a real tweet by Saylor?
Man, we are literally cooked. Even trenching is less cringe because we know we aren't serious at least... lmeow 🐈
Cat 🐈 retweeted
$BTC update:
Went to resistance, resistance resisted
Still largely looks the same to me as it has for months now
Could see us dip back into $60k support due to Saylor having found the sell button panic but would be surprised by more than that
Remains not bad, not great still
Cat 🐈 retweeted
$EITHER
>Top team from Google, Amazon, Nvidia, Accenture, and 1inch is building a competitor to the major AI coding tools.
>Full Web2 capabilities that match top AI coding tools.
Competition; Lovable ($330m raised, record breaking private equity raise), Base 44 (Acquired by Wix for $80m), Bolt ($10B + valuation)
> First mover Web 3 AI agent that enables end to end execution and full deployment on chain for Solana and all Evm compatible networks in all users apps, just from prompting.
>Make any app, tool, website that you want on the platform with a few prompts. Web2/Web3
>Vibe coding app that simplifies coding for people who want to build something with real utility, tokenize it, and monetize.
>Tokenize the product you built on Eitherway Launchpad.
>Every token on the launchpad pairs with $EITHER, constant fly wheel of buy backs and tokens removed from circulation.
>More products tokenized & launched = more $EITHER locked.
>Real value accrual to $EITHER holders. Through staking emissions and the hyper deflationary model of buy backs and burns from the vibe coding product, the launchpad, the upcoming marketplace and all eitherway related products that release in the future that generates the company revenue.
> Current integrations announced: Solana, Solflare, Kamino, Pyth, Meteora, Wormhole, more incoming.
> Full infrastructure Stripe, Anthropic, ChatGpt, Helius, Supabase, Netflify, Vercel, GitHub.
> Solana supports and follows us, we remain in discussions and they will amplify other updates we have in the future.
Virtuals hit $3.3B enabling permissionless AI agent launches.
Eitherway applies the same model to actual applications. Games, tools, marketplaces, DeFi interfaces. Anything you want to build, Eitherway lets you do it on the app.
Don’t tell me it isn’t undervalued here at 13m
Cat 🐈 retweeted
The craziest thing about crypto is how little it takes to change everything. One winning trade, a sharp idea, or one new connection on Twitter can completely flip your mindset and change your life.
I know a lot of people who think they started too late or took the wrong path. But in this space, that doesn’t matter. You can change at any time. The bear market is the best time to learn new skills. Prepare for the next cycle.
Cat 🐈 retweeted
What went wrong with crypto
1. 10/10 slaughter (will I get sued if I mention Binance?).
2. Digital Asset Treasuries (DATs) hangover.
3. Reversed flows from crime syndicates: major flows reversed after the DoJ indictment of the Cambodian Prince Group last October.
4. Quantum fears (real).
5. Enormous AI opportunities (opportunity cost):
- capital pivoting to AI
- talent pivoting to AI
- miners pivoting to AI
6. Perception of Bitcoin as American: few Chinese buyers, who had been behind the metals uptrend in large numbers.
7. The Swamp & Institutions taking over, overcrowding OGs and retail
- Pivot from Cypherpunk/Rebel tech to ETF tech.
- Crypto used to be for misfits & geniuses, now it's a line item in a 401k.
8. Trump association and political risks: what happens once Democrats are back?
9. Minimal innovation (since Hyperliquid).
10. Solana casino massacre (thank Pump Fun & the Memecoin Supercycle).
11. Oversupply of coins: there are 29.91 million cryptocurrencies tracked by CoinMarketCap.
12. Almost every coin in the top 200 is grossly overvalued and has had a broken chart for a while.
13. Never ending array of token launches that pump then dump to oblivion where only insiders profit.
14. Dead digital gold narrative.
15. Several categories of equities imploding (e.g. Software).
That killed momentum. With sellers dumping more aggressively than usual on every pump, and buyers not showing up to buy the dips as much any longer.
And then came the Warsh nomination (beating Hassett and Rieder), and the market suddenly became deeply aware that Warsh is a strong advocate of a small balance sheet: goodbye Queantitative Easing (QE) and Yield Curve Control (YCC) dreams, hello Quantitative Tightening (QT) fears.
That is what happened.
Please note this post is strictly descriptive, it tells you what happened, in the past. Prices have already crashed. Several metrics such as volume, liquidations, implied volatility and options skew indicate that a local bottom is likely in.
