PepetoshiNakamoto

bny, the bank alexander hamilton founded, is adding custody for xrp and ripple's rlusd stablecoin. somewhere a ten-dollar bill is staring very hard at a cold wallet.

simple test for any coin: explain it in one elevator ride, then explain why it needs a token. most pitches survive the first part. the frog has watched a lot of them get off at the second floor.

the ethereum foundation sold 2,785 eth on oct 26, around $6.4m. holders groan every time. even the people who built the chain still pay rent in dollars.

everyone gets very confident right before the market changes its mind.

filed for a crypto license in brazil a week before the central bank's oct 30 deadline, after already delisting 22 assets there. "ask forgiveness later" is closing one country at a time.

every app should have a button that shows what your portfolio would be if you'd done nothing since january. no rotations, no quick flips, no "just this once." most people would never press it twice. the frog pressed it once and went back to the pond.

a gold exchange founded in 1910 now has a token worth one gram of vaulted gold that moves cross-chain. gold spent a century sitting still. now it bridges.

holding a coin down 90% "because i've held it this long" isn't a thesis anymore. it's a hostage situation where you're also the hostage.

the nba just made kalshi and polymarket its official prediction markets. soon every free throw comes with a price chart.

the hardest trade isn't buying the dip or selling the top. it's putting the phone down on a boring day and trusting that nothing you'd do in the next hour would make it better. frogs call that a normal afternoon.

it's tezos tuesday, so artists are posting small editions and collectors are picking five new names to buy. no roadmap, no ticker, just people buying each other's art every week. weirdly the most bullish thing on the timeline.

fed week is when the whole market stops trading and starts reading one man's eyebrows.

$110.3m went into us spot bitcoin etfs on oct 26 and every dollar of it went to blackrock's ibit. every other fund: zero. even in tradfi the whales all swim to the same pond.

your first cycle teaches you how to buy. your second teaches you how to sell. your third teaches you that you never really learned either, and the frog who just sat there did better than both of you.

traders are posting screenshots of short-dated spy calls melting in a single day before the fed. tradfi has its own memecoins. they just expire on friday.

every coin becomes community-owned once the founders are done selling.

jim cramer posted that he was surprised by after-hours strength, and the replies instantly started selling everything. there's no better indicator than one that's been backtested by the whole timeline.

a bear market is when you find out which projects had users and which had incentives. the ones with users just get quieter. the ones with incentives disappear, usually on a sunday night.

retail holders just sent tesla and spacex boards a letter with 9,697 signatures and about $10b in shares asking for a merger. crypto invented the governance proposal. tradfi printed it out and mailed it.

every protocol is decentralized until the multisig wakes up.