Speculation

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X @BREAD | ∑:
BREAD | ∑:· 2025-08-23 00:44
Dudes. Dudettes. This is nothing to do with Plasma specifically.This is commentary on user trends and normalization of speculation.It's also incredibly clear that stables (and these stablechains) are a disproportionate owner of the industry PMF. They'll do (really) well.BREAD | ∑: (@0xBreadguy):Came up again this morning with Plasma's XPL (shitty ticker btw) trading ~$100M pre-market vol on Hyperliquid.No one wants to own anything—they just want to speculate and move on. https://t.co/E0yYfVd1zM ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-22 19:21
Evolving my thoughts through talking this out in comments:I'm less bull/bear on the asset ownership convo and more acknowledging the trajectory of finance from Boomer Tech to cool, much like the arc of video games.-> you were made fun of in 1990s/2000s-> you're god-like in 2020sWith crypto able to financialize ~everything directly and platforms like Robinhood democratizing traditional financial vehicles (options); it's all just becoming normal.and with normal, comes "cool."Trading and speculating is now ent ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-22 17:27
Good counter to my "no one wants to own anything" postsOwnership is still top-of-mind for some, but think we will see continued growth in new perpified sectors.1. The product is just better2. Retail desire to speculate is up-only y/ySpeculating is a sport at this point https://t.co/ENpJSRLQWiKevin Kap (@0xKevinKap):Ventuals is so close to solving a billion dollar problem but perps don’t solve the fundamental issue of pre-ipo:The Pre-IPO forward market has been around for ~30 years. It is a thriving market w ...
X @mert | helius.dev
mert | helius.dev· 2025-08-20 23:07
crypto is full of speculationsolana scales cryptoso, solana scales speculationit's easy to fixate on the negative aspects of this ("hurr durr memecoins"), but there are important positiveswe're seeing these play out right now, and they're happening so fast that they're hard to notice:i) unparalleled performance and battle-proofingii) extremely rapid iteration on market structure and defi competition leading to better and better tradingeveryone already knows about solana's performance but I suspect they're n ...
Why The Meme-ification of Investing Is Here To Stay
From The Desk Of Anthony Pompliano· 2025-08-19 21:00
Hello everyone. We've got a lot to discuss today. Speculation has infiltrated every corner of the financial market.New data proves that the average investor is not very good. A generational job crisis may be underway. And the latest robot video means you ain't never going to have to do laundry again.We're live today from the desk of Anthony Pompiano. Before we get into today's show, we have 17,714 subscribers on YouTube and I need your help. My goal is to get to 1 million subscribers and I can't get there u ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-08-19 19:00
From the Desk of Anthony Pompliano0:00 Everything Is Speculation & Everything Is A Meme4:21 Buy Good Assets & Chill4:58 Are We On The Verge Of A Job Crises?6:29 The Robots Are Now Folding Your LaundryEnjoy! https://t.co/sim2CzVIYg ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-08-12 18:51
Mystery is the product…until launchSpeculation is the product…until TGEPrice is the product…until it goes downRevenue is the product…if you want to succeedIf you look around you will find many projects across each of the timeframes.Your job as a trader is to know which category you have an edge in and live there. Playing in another arena is just asking to get burned. ...
X @Xeer
Xeer· 2025-08-12 03:50
fun fact: there are still people paying 0.3 ETH (USD $1,300) for an @RTFKT clonex praying for a CTO to make them rich.if they are the same duds that bought @Nakamigos hoping they were 'v0 cryptopunks', i wouldn't be surprised.we live on speculation in this space and without such people, you wouldn't have the exit liquidity that keeps you glued to the screen. ...
X @Decrypt
Decrypt· 2025-08-11 13:48
Ethereum Surge Shifts Focus to Altcoins as Speculation Heats Up► https://t.co/mOkZucL4sM https://t.co/mOkZucL4sM ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-10 16:23
I've increasingly come to believe that no one wants to own anything and everything will be perpified.We're headed to a world where the one who facilitates speculation of ~everything is the one who wins.→ I don't want to own the stock, I want to speculate on the valuation.→ I don't want to command attention, I want to speculate on those who will→ I don't want to earn the yield, I want to speculate on if that yield is going up or down from here.Speculation is the most accessible thing in the world and perps a ...