Swizzle

I double dog dare you all to not scan 100 new tickers in the group chat tomorrow

I log on and see Pow getting attacked for taking profit at $40mil after holding something for weeks/months through multiple drawdowns
But we turn a blind eye to the fomo warriors with 4 minute hold times who eviscerate their copy traders/chasers
The art of holding is mostly lost, but occasionally those who do it are going to sell large bags on you at higher valuations— and they deserve to do so

Every Asymmetric, meta leading trade I have executed has gone through its own version of the following stages:
- Premature Euphoria --> "Healthy retracement" quickly morphs into scary oversold --> Peak FUD moment occurs --> Immaculate recovery
1) If you Hold and are right on recovery, you deserve to Win Big
2) If you Sell and recovery happens, you deserved to Fumble it
3) If there is no recovery, then the meta as a whole loses steam or you chose the wrong player. You Lose
Generational trades require conviction, and tough choices that are not obvious or popular in the moment- and you have to be

Seeing an increasing number of new pairs survive their first couple days so far in January. Maintaining mindshare, and holding floors.
Just haven’t had any escape the trenches and appreciate into mid cap territory
That’s the next step we want to see for a true, healthy on chain season

Being measured and sophisticated with our thoughts was ev+ for a while there.
It feels like it’s nearly time to get really really dumb again though

It feels like it’s time to re-enter Solana

Fomo PnL cards during a bull run are going to be insane

For those wondering what exactly actually went down with all the $ZEC drama this morning, this is a pretty thorough and helpful breakdown.
TLDR: Complete nothing burger. BTFD

ZEC attempting a picture perfect sweep of the 470 area

I love when your friends have the same bag bias as you so when you say to the group chat you are buying the dip on x, they say “that’s a smart idea”
It doesn’t typically make me wealthier, but I do feel validated

Typical approach in crypto for PMF has been:
Usability —> scalability —> privacy (we are here)
Problem is building privacy into existing infrastructure as a top layer is a major bottleneck
Zcash:
Privacy as a foundation —> usability —> scalability (we are here)
Building on $ZEC may be the most Asymmetric opportunity of 2026

I think SkyClaw might be my quant

Altseason
(Except it’s only Zcash)

I’m in the poker room and they just called open seats for GCR and Naval, what is going on man

Bought a lot of Fartcoin at 360m