michael burry, the paid group guy?
@0xsmac
my toxic trait is believing alchemix should be tried again
10/6/2026 08:22
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@0xsmac
there is a certain je ne sais quoi to buying tokens showing fundamental inflections that aren't being talked about at all
10/5/2026 04:47
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@0xsmac
guy who shills 8 different crypto x ai tokens as if there's enough talent to support anything close to that
10/5/2026 04:31
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@0xsmac
still weird to me that the equivalent of sell side research in crypto is just “analysts” shilling their personal bags
10/3/2026 15:38
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@0xsmac
jensen announcing a fresh $150B buyback probably means more aggressive m&a in the next 12-18 months
9/30/2026 02:44
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@0xsmac
imo it's a logical fallacy to believe multiple stores of value should persist at-scale for digital assets
one can still argue it's +EV to own certain assets bc the probability of them inheriting the SoV title (or temporarily drafting off a narrative...
9/28/2026 18:45
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@0xsmac
the tech equivalent is ending every sentence with the crutch word “right” https://t.co/iKUBNVUg4A
9/24/2026 10:23
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@0xsmac
you can’t raise taxes you can’t cut entitlements and you have to pay interest expense
what mean
9/24/2026 01:41
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