Andrew Kang @Rewkang Twitter profile | Pikagi

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Andrew Kang

@Rewkang

244,273

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Shephard @mechanismcap @PleasrDAO Not investment advice

Joined January 2013

Don't wanna be here? Send us removal request.

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@Rewkang

Andrew Kang

4 months

Bitcoin at $45k still feels mispriced for 2024 ETF inflows and halving excitement Market consensus is that ETF is long term bullish for $BTC which is correct, but the frontloading of ETF flows is underappreciated Consider that gold ETFs have $120B AUM with an average expense…

@Rewkang

Andrew Kang

11 months

Blackrock filing for Bitcoin spot ETF with a 99.8% approval track record is the most positive news we've had in a while - potentially opening floodgates to 10's of billions of flows Yet $BTC only up 6% from news Feels like a mispricing

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@Rewkang

Andrew Kang

4 years

At this nightclub in Taipei, they bring out your bottles as the Ghanaian Pallbearers and it’s fucking lit

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@Rewkang

Andrew Kang

1 year

Caroline and other Alameda/FTX executives are on the run Whereabouts are unknown but I have set the trap to sniff them out Be patient friends, justice will be served

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@Rewkang

Andrew Kang

3 years

Ethereum vs Binance Smart Chain Active Addresses

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@Rewkang

Andrew Kang

2 months

We are going to reach some serious levels of mental retardation for memecoins this cycle Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in, but the payouts and odds aren't…

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@Rewkang

Andrew Kang

6 months

Not only has sidelined capital come into markets but so has fresh capital and many sharp players of last cycle are also re-entering the space NFTs are next up for a resurgence Last cycle highs of $10B was merely a test pump. If momentum for crypto continues, and @Memeland as a…

@Rewkang

Andrew Kang

8 months

One must be careful not to be blinded by the permabear argument of no net new money flows into alts, lest they wish to miss the outsized returns of non-bull market rallies The only requirement for these rallies is that demand exceeds supply for a multiweek period July 2022 &…

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@Rewkang

Andrew Kang

3 years

The strongest communities are those that resemble cults When I notice cult-like activity, my instinct is to add to positions rather than to sell

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@Rewkang

Andrew Kang

2 months

Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today They covered into the close which is why BTC dumped and MSTR premium went to the highs PNL pocketed by based Saylor and will be put back into BTC

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@Rewkang

Andrew Kang

2 months

You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi, dcg/genesis, 3ac, Alameda, etc) MSTR currently has $3b of short interest - roughly 20% of its float. I…

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@Rewkang

Andrew Kang

1 year

China Coin Narrative is here. Some of my favorites - $FIL (恭喜FIL財) - $DOT - $VET - $EOS - $ICP - $KLAY (actually Korean, but it might get confused) - $BNB (People always mistake CZ for Chinese Citizen) - $ETH (Vitalik has had multiple Chinese GFs)

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@Rewkang

Andrew Kang

1 year

First, he came for Mango, and I did not speak out, for I am not an investor Then he came for USDT, and I did not speak out, for he did not pose a risk Now, he tries to hunt the loan of one of the godfather's of DeFi and that's when the foot is put down to defend

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@Rewkang

Andrew Kang

4 years

People are wondering why we can party in Taiwan while there is a global pandemic It’s because we were able to exterminate the Coronavirus here without even a lockdown I’ll explain how 👇

@Rewkang

Andrew Kang

4 years

At this nightclub in Taipei, they bring out your bottles as the Ghanaian Pallbearers and it’s fucking lit

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@Rewkang

Andrew Kang

2 months

People are really calling top on memecoin season when BTC hasn't even crossed ATH yet Meme coins are a global shelling point for speculative liquidity. Anyone from any country can access them much more easily than any stock in the world. That's why Doge could rip so much harder…

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@Rewkang

Andrew Kang

2 months

There’s going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs other assets so real estate investors get…

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@Rewkang

Andrew Kang

2 months

Advocating for a 1-5% portfolio allocation of memecoins is like boomers advocating for 1-5% portfolio allocation of $BTC Study mental retardation

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@Rewkang

Andrew Kang

3 years

. @PancakeSwap surpassed Coinbase Pro in volume today and 2.5x'd Uniswap volume This makes a DEX a top 10 exchange

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@Rewkang

Andrew Kang

2 months

I am interested in launching the Microstrategy for Dogecoin There needs to be a vehicle in public equity markets for memes If you have a passion for memes, corporate finance experience and Saylor like crackhead energy please reach out

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@Rewkang

Andrew Kang

3 years

. @michael_saylor hands down this cycle's MVP

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@Rewkang

Andrew Kang

1 year

$30-40k $BTC $2k-$2.8k $ETH Bears are haram

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@Rewkang

Andrew Kang

2 months

Although memecoins are commonly analogized to casinos/lotteries, the market for memes is probably 100x bigger. Memecoins are assets and people mentally are able to allocate ALOT more into what they perceive as an investment/asset compared to the entertainment expense of a few fun…

@Rewkang

Andrew Kang

2 months

We are going to reach some serious levels of mental retardation for memecoins this cycle Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in, but the payouts and odds aren't…

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@Rewkang

Andrew Kang

3 years

$DOGE market cap is higher than $ETH market cap 1 year ago

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@Rewkang

Andrew Kang

1 year

1/ 2022 Echo Bubble - Full thesis A thread presenting evidence for a mid term bottom and oncoming "echo bubble" with thorough confluence from technical analysis, onchain data, and exchange/derivatives data

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@Rewkang

Andrew Kang

3 months

Long term $BTC demand flows this year I approximate to be $40-130B+ One of the most common cardinal sins of crypto investors/traders is underappreciating the amount of wealth/income/liquidity in the world and its spillover into crypto. We hear stats about the market cap of gold,…

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@Rewkang

Andrew Kang

7 months

How to avoid getting BEAR HOLED and not miss epic rallies We've all been there - be on the right side of a downturn and then getting stuck in a bearish bias that leaves you sidelined or short squeezed when the next rally comes Most bear holes in crypto revolve around the mental…

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@Rewkang

Andrew Kang

2 years

When @BoredApeYC launched, 1 BTC = 250 Bored Apes Now 1 Bored Ape = 6.15 BTC

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@Rewkang

Andrew Kang

2 years

going to be a big week

@Rewkang

Andrew Kang

2 years

ZK Layer 2 $GME GameFi Trifecta of Narratives $LRC

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@Rewkang

Andrew Kang

2 years

Have been accumulating @AzukiZen as my second high conviction collection after @BoredApeYC Pretty happy with how the team has shaped out after 2 months

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@Rewkang

Andrew Kang

1 year

A lot of people in crypto that joined the last few years have never witnessed the power of a China pump since China whales were mostly net sellers from late 2020 to 2022 They only know the power of Korean pumps Let me tell you the economy of China is 10x and so are their pumps

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@Rewkang

Andrew Kang

1 year

Reflections on this analysis 4 years later $BNB has indeed become a multifaceted coin - MOE within BSC ecosystem & IRL - Operating capital for most crypto traders - Better SOV than $BTC and $ETH - Launchpad access card Tend to think $BNB and @cz_binance continue to outperform

@Rewkang

Andrew Kang

6 years

#binance Coin has aspirations beyond being a simple discount utility token - it's a multifaceted coin on its path to becoming a medium of exchange, store of value, among many other things. I write about this in my most recent post. @cz_binance

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@Rewkang

Andrew Kang

2 months

The Slerf saga is one of the most retarded and beautiful things I’ve ever witnessed in crypto For that reason, I’m in

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@TheCryptoDog

The Crypto Dog 📈

2 months

I didn't realize how dumb the people we're trading with are until I listened to the Slurf spaces.

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@Rewkang

Andrew Kang

1 month

We live in a world where cats are just as populous as dogs People will talk about Cat coin dominance just as they talk about ETH dominance We are at the early stages of this cat coin dominance run Submit

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@Rewkang

Andrew Kang

1 month

Culture Coins: A new class of Memecoins You could consider all memecoins as coins of culture. Memes themselves are defined as elements of culture that are spread by individuals throughout the world. The first big memecoin, Doge was based on a famous internet meme itself and the…

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@Rewkang

Andrew Kang

26 days

In a few weeks I think you can expect these buying opportunities as huge gifts $60k BTC $130 SOL $2.30 WIF $6 TON We will have an onslaught of ETF approval headlines as the rest of the countries follow the lead of the US. The second wave of ETF inflows will kick in as…

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@Rewkang

Andrew Kang

2 years

$BTC Price adjusted for M1 Money Supply 🤔

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@Rewkang

Andrew Kang

3 months

I had a $50k Portfolio in 2018, by mid 2021 had built this portfolio to the same magnitude as many of the brand name crypto funds in the space without taking on any outside capital The only way this was possible was by finding S tier teams with exceptional product potential…

@nauhcner

N̴̡̩̠̻̩͜͝a̴͍͙̫̹̅u̶̼̠̭͐̂͘h̷͇̻̭̚c̴͉͈̎̂̅͗̉̈́̆͑̍̀

3 months

@Rewkang Damn you must have a lot of $MAVIA to unload heh

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@Rewkang

Andrew Kang

2 months

2024 Top Market Cap Coins 1. Bitcoin 2. Ethereum 3. Solana 4-5. Doge/Shib 6. BNB 7. USDT 8-10. Pepe/WIF/TRUMP

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@Rewkang

Andrew Kang

2 years

No wonder why the $BTC pumps have been so pathetic. Whenever anyone bought spot on FTX, Alameda would just dump it after

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@Rewkang

Andrew Kang

1 year

#OperationLiquidateAndrewKang

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@bryptobricks

jbjbjb

1 year

@Rewkang Operation liquidate Andrew Kang

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@Rewkang

Andrew Kang

4 years

Get too drunk and this is what happens

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@Rewkang

Andrew Kang

2 months

When I see a bubble forming, I rush to hit my head with a frying pan, lowering my iq and adding fuel to the fire

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@Rewkang

Andrew Kang

2 months

This cycle you will see many meme coins that mirror/parody the names of big brands and people I expect these brands/people try to protect themselves by distancing themselves from the token once they reach a point that cannot be ignored While we are in the bull, this will only…

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@Rewkang

Andrew Kang

11 months

The New King of Money Markets The @RDNTCapital Thesis

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@Rewkang

Andrew Kang

2 years

Taipei BAYC meeting 🐰 ⁦ @BoredApeYC ⁩ #BAYC #BoredApeYachtClub

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@Rewkang

Andrew Kang

2 years

How do we get a bear market if $ETH is trending up on negative funding while 15% away from ATHs Serious question

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@Rewkang

Andrew Kang

1 month

I expect $BTC to touch $80k by May Between $80k and $100k there will be significant supply to work through. However, asset/wealth manager sales teams will be cleared to hard sell the ETFs very soon so clearing this supply could only take a month. Up to 3 on the longer end.…

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@Rewkang

Andrew Kang

3 months

Long term $BTC demand flows this year I approximate to be $40-130B+ One of the most common cardinal sins of crypto investors/traders is underappreciating the amount of wealth/income/liquidity in the world and its spillover into crypto. We hear stats about the market cap of gold,…

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@Rewkang

Andrew Kang

2 years

FTX & Alameda sold down the crypto markets with our assets to fund their unprofitable gambling Markets would otherwise be much higher

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@Rewkang

Andrew Kang

11 months

Blackrock filing for Bitcoin spot ETF with a 99.8% approval track record is the most positive news we've had in a while - potentially opening floodgates to 10's of billions of flows Yet $BTC only up 6% from news Feels like a mispricing

@EricBalchunas

Eric Balchunas

11 months

Fun fact: BlackRock's record of getting ETFs approved by the SEC is 575-1. That's another reason this is so big, they don't play around.

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@Rewkang

Andrew Kang

20 days

Army of wealth advisors are about to be activated by major banks for the biggest product launch in over a decade HK ETF slated to launch on Monday This is ETF Wave 2 80ks by May We touch 100k By End of summer SOL new highs Memes are beta

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@Rewkang

Andrew Kang

3 years

1/ There has been a lot of accusations regarding fake activity towards Binance Smart Chain (BSC) the past few weeks, but little evidence We actually researched BSC user & economic activity and compared to other DEXs - here's what we found Thread 👇

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@Rewkang

Andrew Kang

4 years

The obsession with finding the next "gem" instead of betting on clear winners with traction and accelerating growth is one of the worst mindsets among investors Risk Reward for DeFi midcaps is more attractive than your average random lowcap

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@Rewkang

Andrew Kang

28 days

Crypto will continue to expand because it is vastly better than both casinos and other trading markets in terms of 1. volatility 2. variety 3. complexity 4. social component 5. higher odds of developing an edge It is simply the most engaging multi player money game

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@Rewkang

Andrew Kang

2 months

The momentum for SOL onchain activity is insane - it’s the premier place for all new users to shitcoin and find the next 1000x SOL is about to accrue a huge monetary premium because every dollar that goes into memecoins need to buy SOL first Study the Cambrian explosion on BSB…

@0xENAS

Eugene Ng Ah Sio

2 months

Convincing reclaim of channel with imminent push above again. Couple this with the fact that most normies are trading memecoins from their phantom wallet and denominating in SOL? Yea, I think we go higher.

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@Rewkang

Andrew Kang

2 months

Still Alive Just been busy thinking about how much market share cats take up in a dogs world More meme talk soon

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@Rewkang

Andrew Kang

2 months

Can’t wait for the Bloomberg piece explaining why Solana hit ATHs

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@Rewkang

Andrew Kang

5 months

1/ The road ahead for Arbitrum ($ARB) - Mega thread 2021 - Arbitrum launch 2022 - Nitro upgrade for improved performance - Arbitrum Odyssey introduced but paused - Arbitrum Nova, a separate chain built for lost-cost transactions focused on gaming and social apps was launched

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@Rewkang

Andrew Kang

3 years

1/ DeFi Summer Round 2 - The Game Plan

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@Rewkang

Andrew Kang

2 years

Sensing major confluence on $LINK - Eric Schmidt joining as advisor - CCIP & Staking in 2022 - Bottoming pattern against BTC and ETH - Foundation stopped weekly dumping - Literally powering 1000+ applications w/ 90%+ market share on every chain

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@Rewkang

Andrew Kang

3 years

Looks rare

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@Rewkang

Andrew Kang

1 year

The fact of the matter is that Arbitrum is the fastest growing blue chip chain not yet valued at blue chip status and will rerate to be top of the alt L1/L2 stack Arbitrum IS the fastest horse

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@Rewkang

Andrew Kang

2 years

ZK Layer 2 $GME GameFi Trifecta of Narratives $LRC

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@Rewkang

Andrew Kang

2 months

The memecoin mania really reminds me of the earlier days of crypto where there’s a more level playing field for everyone Most older gen investors that overindex to “safe” proven sectors don’t have a good framework for evaluating good long term bets here yet, but some are…

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@Rewkang

Andrew Kang

2 months

This is a massive deal These investment funds see massive passive inflows which means the more investment funds that incorporate these ETFs, the larger the constant TWAP will be on BTC and btw its permanent So fucking bullish it hurts

@MacroScope17

MacroScope

2 months

Wall Street firms continue to file for Bitcoin ETF exposure in their in-house investment funds. You're going to see a lot of this in coming months. After the close of trading today, BlackRock filed with the SEC for its Strategic Income Opportunities Portfolio: "The Fund may…

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@Rewkang

Andrew Kang

2 months

5iq season

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@Rewkang

Andrew Kang

4 months

The definition of insanity is repeatedly trying to long ETHBTC when longing SOLBTC (or SOLETH) is the much better trade in a bullish environment Over the first 6-7 years of ETH's life there was a lot of uncertainty and lack of education around $ETH. There were a lot of Bitcoin…

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@Rewkang

Andrew Kang

1 year

Sometimes you’re bearish but then you realize market is about to fuck bears so you gotta switch teams and jump in and add fuel to the fire

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@Rewkang

Andrew Kang

1 year

Tech bros are literally now bankless

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@Rewkang

Andrew Kang

2 months

Over the next year you’re going to see memecoins and crypto ads literally EVERYWHERE online and offline The reason is because it’s insanely high ROI in this market. A project could spend $1m on ads like this and increase their market cap/treasury by 100x that or more But this…

@blknoiz06

Ansem 🐂🀄️

2 months

iight bros, it's time, we're putting dogwifhat on the vegas sphere 🫨

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@Rewkang

Andrew Kang

2 years

I prefer to store my wealth in monkey jpegs

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@Rewkang

Andrew Kang

1 year

$BNB probably torches a lot of shorts when market goes risk on when the market realizes the CEO isn't a fat vegan that torched a third of the customer deposits on worthless venture investments and they actually have cold storage wallets visible to everyone

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@Rewkang

Andrew Kang

2 years

I think there’s a 50%+ chance you don’t get the chance to buy $BTC under $20k ever again

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@Rewkang

Andrew Kang

4 years

With recent DeFi token price run-ups, people have been crying "bubble!". So is it too late to invest or not? Here are my thoughts on where we are in the state of the DeFi market from an "inside perspective"

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@Rewkang

Andrew Kang

2 months

You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi, dcg/genesis, 3ac, Alameda, etc) MSTR currently has $3b of short interest - roughly 20% of its float. I…

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@Rewkang

Andrew Kang

1 year

Sometime between March and May you will have a confluence of - Shanghai Fear/Dumping - Equities reaching a local bottom - Market less optimistic about soft landing/rate cuts - Bottom shorting At that point if $ETH is $1400-1500 it will be a comfy max long

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@Rewkang

Andrew Kang

2 years

The Central Bank of Crypto (Web3) The @fraxfinance $FXS Mega Thesis 🧵

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@Rewkang

Andrew Kang

1 year

The great rise of Tether profitability changes the flow dynamics of $BTC in a big way If they direct most of their annualized $6b profits into $BTC, it almost completely offsets selling pressure from Gox, US gov Microstrategy entire bull market $BTC purchased every 2 quarters

@girevik_

girevik

1 year

Without much fanfare, Tether has started reinvesting some of their profits/excess reserves into Bitcoin. How much have they acquired in Q1, you ask? Just around 52,670.

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Andrew Kang

2 months

We are at the funnest part of the parabola for memecoins where they’ve confirmed enough momentum for attention to 100x but the biggest mainstream influencers & celebrities aren’t shilling yet But trust me, they love this stuff just like they loved NFTs and they will be coming…

@Rewkang

Andrew Kang

2 months

The momentum for SOL onchain activity is insane - it’s the premier place for all new users to shitcoin and find the next 1000x SOL is about to accrue a huge monetary premium because every dollar that goes into memecoins need to buy SOL first Study the Cambrian explosion on BSB…

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Andrew Kang

20 days

The biggest sign that memecoins are here to stay is Doge bottoming at $8 Billion Solana bottomed at $4 Billion What does that tell you? Society is placing real lasting value on memes We are seeing memes develop into an asset class

@Rewkang

Andrew Kang

3 years

Stock and Crypto investors have traditionally allocated across sectors - tech/healthcare/etc vs L1/DeFi/etc Meme sector exposure will be the indisposable sector exposure across all investors this decade

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@Rewkang

Andrew Kang

2 months

There are certain heuristics that work in PvP market conditions that don’t apply as much in PvE market conditions - The most obvious is fading high funding/up only price action. In bull markets funding can stay higher than shorts can remain solvent - The second is the need to…

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@Rewkang

Andrew Kang

1 year

Game Developers Conference (GDC) is the largest game dev conf and its next week Usually publishers/devs have big announcements during the event Will be speculating on GameFi blue chips leading into this event $GALA $GMT $APE $MANA $AXS $SAND $MAGIC

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@Rewkang

Andrew Kang

1 year

When a market sells off for what seems like no particular reason, one can assume either 1. The trend has been exhausted and a larger, longer correction is on the horizon 2. Someone knows something

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@Rewkang

Andrew Kang

8 months

One must be careful not to be blinded by the permabear argument of no net new money flows into alts, lest they wish to miss the outsized returns of non-bull market rallies The only requirement for these rallies is that demand exceeds supply for a multiweek period July 2022 &…

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@Rewkang

Andrew Kang

7 months

Blackrock may literally be bidding $BTC this month

@EricBalchunas

Eric Balchunas

7 months

BlackRock stating in their recent spot Bitcoin ETF amendment that they are seeding the ETF in October. Don’t want to read that much into it but it is new info not in original filing so noteworthy (esp bc they BlackRock). Great catch by Scott.

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@Rewkang

Andrew Kang

3 months

Mechanism Capital has accumulated its first new positions of 2024. These new positions center around Trump and include Trump related meme coins and NFTs. Prolific usage of Trump sticker packs to start immediately. Basic Thesis Meme coins are all about the attention economy and…

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@Rewkang

Andrew Kang

2 months

I've been collecting meme NFTs since 2020 It started with rare pepe cards, then Harambe then Doge through PleasrDAO Now I'm adding the dankest of them all to the collection Welcome home, Pepe

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@TheBlock__

The Block

2 months

Andrew Kang purchases original Pepe NFT from 3AC estate in Sotheby's sale

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@Rewkang

Andrew Kang

3 years

Crypto is in a period of hyper growth. Any metric you look at is exploding, whether its DeFi TVL Unique NFT Owners Gaming DAU Stablecoin Market Cap Onchain Data Queries Served You're either long crypto or you're blind

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@Rewkang

Andrew Kang

4 months

Bitcoin ETF launch is good for BTC, but actually much better for altcoins The Goldilocks scenario for altcoins is when BTC goes up slowly over the span of months and years. Few if any double digit % intraday swings. Most days will be up, but not up that much relative to the…

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@Rewkang

Andrew Kang

7 months

How to avoid getting BEAR HOLED and not miss epic rallies We've all been there - be on the right side of a downturn and then getting stuck in a bearish bias that leaves you sidelined or short squeezed when the next rally comes Most bear holes in crypto revolve around the mental…

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@Rewkang

Andrew Kang

4 years

💰🌀LIQUIDITY BLACK HOLE THEORY 🌀💰 There exists a token-based AMM design 🛠️ That threatens to create a liquidity blackhole 🕳️ Pulling in assets from everywhere 🌀 CEXs, DEXs, Cold Storage, etc. 🏛️ I'll break it down 👇

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Andrew Kang

2 months

Understand bullish OTC transactions The demand for $SOL is insatiable with billions in SOL of a certain disgraced exchange founder about to be cleared out on secondary markets Prepare yourself for when overflow starts to hit public markets

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Andrew Kang

4 months

The definition of insanity is repeatedly trying to long ETHBTC when longing SOLBTC (or SOLETH) is the much better trade in a bullish environment Over the first 6-7 years of ETH's life there was a lot of uncertainty and lack of education around $ETH. There were a lot of Bitcoin…

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Andrew Kang

2 months

To commemorate the next phase of the memecoin supercycle I have made an extremely exciting acquisition at the heart of internet culture More details to come All I can say for now is,

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Andrew Kang

2 months

In 2021 I made it to #2 on FTX leaderboard having just learned how to trade under the name DeFi Revolution and a few other pseudonyms The strategy was just being long or very long and going to sleep to wake up to higher prices if the price action looked poor. Never shorted until…

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Andrew Kang

2 years

When you realize $LRC is just $GME coin for everyone that can't trade US stonks

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Andrew Kang

2 years

ZK Layer 2 $GME GameFi Trifecta of Narratives $LRC

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Andrew Kang

1 year

ETH and Alts lost ground against BTC for 5 months 5 months of rotation into BTC to unwind Party time

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Andrew Kang

1 year

BTC Dominance run starting to lose momentum Maybe alt season soon, but only for the best alts $ETH $DOGE $ARB

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Andrew Kang

2 months

You need to start thinking about BTC dominance against other asset classes instead of altcoins There is a very real scenario where you get a huge BTC dominance move where BTC goes up and stocks, real estate, currencies go down and liquidity drains from other assets to $BTC

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Andrew Kang

2 months

There’s going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs other assets so real estate investors get…

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Andrew Kang

2 years

You were too slow to risk off and too slow to risk back on maybe instead hold with conviction

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Andrew Kang

1 year

Many ex FTX/Alameda employees have mentioned that FTX employees would inappropriately snoop into large accounts and check their positions We were being counter-traded by both Alameda and FTX employees Lying about it = more prison time

@SBF_FTX

SBF

1 year

I made a lot of big mistakes this year. But this wasn't one of them. There's no evidence, because it didn't happen. Please, please, focus on your own house.

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Andrew Kang

1 year

The macro backdrop for $BTC has never been more perfect - Fed must reduce aggressiveness in rate hikes with economy slowing & global financial system turmoil - Equities not attractive given slowing sales & high PE - Bonds offer mediocre yield & R/R profile - Fiat increasingly…

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Andrew Kang

3 years

Ape Mode for the supercycle

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Andrew Kang

2 years

Azuki #5558 Acquired Azuki doesn't stop for the bear market

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Andrew Kang

1 year

3 forms of capitulation - Time - Price - FUD These are the tools the market uses to transfer coins from weak holders to strong When enough capitulation has occurred, the market is free to trend to higher prices We’ve had enough

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Andrew Kang

22 days

Some alts dropped 75%+ from highs to lows A simple retrace back to highs is a 3x The buying opportunities we saw last week you only get a few times a year Jeets out chads in Up only

@Rewkang

Andrew Kang

22 days

Mavia has been able to reach 4M downloads this far without the traditional play to earn incentives The launch of the ruby store is going to be an interesting test of their play & earn model at scale. Expecting the market to start pricing in potential flywheel effects

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