Linn's Leverage #299
Crypto Alpha, Macro and everything in-between - Possibly/Probably will make you rich but Not Financial Advice.
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Dencun:
MSRT:
MSRT vs IBIT:
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Linn first found out about http://RabbitX.io through BackTheBunny on Twitter, who frequently reminds us of the true spirit of crypto.
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Pendle:
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Hashflow:
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Grass:
Cakepie:
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MUX:
Radpie:
Gearbox:
FTM:
EtherFi:
Nomos:
IO:
Atom:
Premia:
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Kujira:
Modular Watchlist:
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LEXER:
Linn's Ledger:
Everything Linn can’t share in the Public Newsletter: Portfolio Updates, Early Projects/Small Caps, Investment Theory
GM GM readers of Linn,
Linn was quite ill yesterday so brain was working on about 20%, managed to put newsletter together and get back into bed…BUT now back to 80% and READY TO PUNCH THE FUGGIN MARKET IN ZE FACE oh baby how rich are we going to be? I dunno, but Linn thinks pretty rich if we don’t do anything to stupid…or if we are just stupid enough to catch some nice left curve plays.
It is real hard to kill ze inner bear market PTSD and a little voice in the back of my head is saying “yeah but the banking crisis isn’t over…and why are billionaires selling so much of their own stock…JPM “Diamond Hands” sold stock for the first time ever? waddafugg…damn this cannot be good…holy moly we are going up too fast, left translated cycle innit…totally gonna be overheated oh baby why not take it easy?”
But…at the same time what will people FLEE INTO if things do go wrong? Do you really want to be holding fiat now? What do they do when things do go wrong? Probably another band aid aka money printer go brrr
I think many people in their second cycle are experiencing bear market PTSD, it’s important to be aware of it and LEARN from it, as Stoic says below, pain is the pre-requisite but it doesn’t promise the outcome of improvement without honest self evaluation:
Great one by “fart connoisseur the third” (we’re totally a serious industry I swear):
Been thinking about this thread around the ETH ETF and in a way it’s made me actually hope for a ETH ETF rejection in May:
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