Linn's Leverage #321

Crypto Alpha, Macro and everything in-between - Possibly/Probably will make you rich but Not Financial Advice.

poor boys :(

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Linn is or has partnered with in the past: Hashflow, Smilee, Gammaswap, Metastreet, Silent, Magpie subDAOs, PREMIA, CHOKE, GEAR, Nolus, SOMM and PENDLE. Partnership or not, my views are honest and transparent.

VanEck responds to weekend price action:

Grayscale:

Liquidations:

GCR Tweets:

IMF tries to bribe El Salvador:

BTC ETFs:

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Pendle:

Gammaswap:

Smilee:

NMT:

Gearbox:

Archtype:

Nolus:

Solana DeFi and Airdrop Strat:

Avoid Leaper Finance:

Appreciate the Llamas:

Mantle:

Airpuff:

Beefy:

Power of Memecoins:

Betbase:

Grass:

Uniswap:

Marty on Ethena:

IO.net:

drip:

Hashflow:

Kujira:

Thena:

Berachain:

Swell:

Fantom:

Circle:

Magnet:

Foundation:

Moe:

Frax:

Arbitrum:

Celestia:

Radpie:

Eigenpie:

Frax:

Nomos:

Automata:

PDT:

Merlin:

Let Loose with Moose:

Magpie:

Ethena x Pendle on Arbitrum:

Eigenlayer:

WINR:

Infera:

Silo:

Premia:

Good Entry:

CakePie:

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GM GM readers of Linn,

Had a call with Pendle over the weekend (they work weekends btw), last call was early January and I was blown away (never had been more bullish on them than then)…once again, they exceeded my expectations…

I’m going to keep saying it, but they really are the gold standard of what not just any crypto company should aim for, but ANY company.

They never allow for the success of perfectly nailing one narrative, one PMF, to then not already be working on the next step, the next big thing.

Before the call I expected them to be 1 step ahead and was curious to hear what they would be working on post Eigenlayer…yeh, no, they aren’t 1 step ahead, they’re working 5 steps ahead.

For me this is a company that will not just do well short and medium term, but they will dominate over the long term.

Alright here’s my thoughts from what I heard in the call (thoughts are Linn’s own, controversial thoughts are definitely Linn’s own):