9 Comments
User's avatar
Tien Hai Nguyen's avatar

Amazing appreciate that 😍

Expand full comment
Daniel A.'s avatar

Amazing stuff

Expand full comment
Stefan Scherf's avatar

I think anecdotal signs of frothiness are one the best indicators that the bull market is topping out. I think we need to keep an open mind now as such signals do not have to look the same as last cycle. Maybe we will not get as much of shitshow with thousands of random memecoins dropping every day. What kind of new types of overly speculative behaviors do you expect and have you seen any signs of them so far?

Expand full comment
knower's avatar

To be continued

Expand full comment
Kole Lee's avatar

really cool thoughts! :)

Expand full comment
knower's avatar

Appreciate it! More to come.

Expand full comment
Marco Manoppo's avatar

moar writing please sir!

Expand full comment
knower's avatar

Soooooon.

Expand full comment
Jeff c.'s avatar

Hey Knower--NFA but where do you trust getting yield on eth? I have 30%meth, 10% etherfi, 10% pendle...Is this too risky or good balance?

Expand full comment