FULL TIME APE | 金箍棒 | DYOR | my tweets are my thoughts NFA |
猿人星球
Joined March 2019
- Tweets1.7K
- Following2.3K
- Followers309
- Likes3.8K
A$APE retweeted
JUST IN: Elon Musk's Tesla $TSLA officially unveils new flying Roadster.
A$APE retweeted
LIVE: 🇺🇸 Crypto Clarity Act Senate Cloture Vote
xitter.cf/i/broadcasts/1yxBePBqE…
A$APE retweeted
TRUMP PREPARES NEW ROUND OF TARIFFS
President Donald Trump is reportedly preparing a new round of tariffs on dozens of countries ahead of the expiration of the current 10% global tariff this week. According to the Financial Times, the administration is considering keeping the 10% rate for many countries while pursuing legal avenues to impose higher duties on others.
A$APE retweeted
FTX to Distribute About $900 Million to Creditors in Fifth Payout on July 31
FTX will begin its fifth creditor distribution on July 31, paying approximately $900 million to holders of allowed claims in the Convenience and Non-Convenience Classes under its reorganization plan who completed the required pre-distribution steps by the June 16 record date. Eligible creditors are expected to receive funds through their selected distribution provider within one to three business days after July 31. Eligible preferred equity holders will also receive a second payment that day.
A$APE retweeted
I am a Web3 Ambassador at World Liberty Financial.
There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."
600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.
The distance is my best work.
I am the reason these events are unrelated.
World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.
Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.
Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.
Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.
Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.
Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.
On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.
The team page lists 3 Witkoffs. All 3 are Co-Founders.
Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.
His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.
The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.
Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.
On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.
Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.
600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.
A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.
My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.
The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.
I am the reason these events are unrelated.
A$APE retweeted
FTX Creditors with >$50k Claims
Recovery still projected at 171% after receiving 96.6% so far
Details below 👇
A$APE retweeted
And there it is: Jane Street was behind the 2022 crypto winter, destroying Terraform by first depegging the token and destroying the ecosystem, then pretending it would rescue Terra, while effectively it was soaking up what little value remained.
A$APE retweeted
⚡ Key Economic Events This Week:
Tuesday - September JOLTS Job Openings data
Wednesday - December Fed Interest Rate Decision, Fed Chair Powell Press Conference
Thursday - OPEC Monthly Report, Initial Jobless Claims data, US 30Y Bond Auction
With the Fed decision and Powell presser on deck, will markets pump or dump? 👇
A$APE retweeted
WEEK AHEAD PREVIEW (NOV 17–21, 2025)
United States
BLS Schedule Changes
•Sept Employment Report: Nov 20, 8:30 ET
•Sept Real Earnings: Nov 21, 8:30 ET
•White House says October CPI and jobs data will likely not be released.
Fed Outlook
•Markets split on a December rate cut; Powell says it’s not assured.
•Several Fed speakers signal no change.
•Weak ADP/Challenger data keep the outlook uncertain.
Key Data This Week
•Tue: Oct Industrial Production — stronger results reduce cut odds.
•Wed: Housing Starts; FOMC Minutes (hawkish tone could lift USD).
•Thu: Jobless Claims — low claims argue against near-term easing.
•Fri: Nov prelim S&P PMIs; Michigan Sentiment (inflation expectations in focus).
Corporate Earnings
•$NVDA - Nvidia (Wed): Watch Q4 guidance and the $500bn order pipeline.
•$WMT - Walmart (Thu): Tariff-related cost pressures and consumer demand trends.
A$APE retweeted
On Narratives: (Long)
Narrative trading became the best way to trade in 2021, specifically after the May 60k-30k dump. All liquidity started to get concentrated in 1 main runner alongside a multitude of beta coins, mostly started by $AXS and then further perpetuated by $SOL $LUNA $AVAX (alt L1s).
This overall shift basically was the end of the widespread altseasons that we grew to enjoy and love in the earlier years, where any altcoin would go up 30% each day and it didn't matter what you chose.
Narratives continued to play out. Gaming, Alt layer 1s, ZK coins, NFTs, Launchpads, big lindy memes. Those were some of the older ones we saw in 2021.
Along the years, we also added: RWA, Modular, BTC ecosystem coins, Stable coins, AI, perp dex coins, privacy, different launchpads, and many more.
Notes on trading narratives:
-The main leader is almost always the one you should concentrate/focus on, they are going to outperform the beta
-The market leader sets the narrative and the beta will follow accordingly.
-The narrative lasts as long as the market environment and as long as the leader lasts. The leader can keep going extremely strong and put in 20% candles each day for weeks on end OR it can just simply be a 1 week move. It's very dependent on how strong the coin is + BTC.
-NEW narratives are always stronger than the old ones. The old ones will continue to get rehashed in some ways, ie. there will be some random leader like $ASTER moving and then other perp dex beta like dydx and drift will move. But the newest metas will have fresh participants with the strongest pumps (relatively).
-More on the above- it's why stale narratives like gaming probably don't have huge resurgences relative to the 2021 AXS run. There needs to be a strong leader/demand for that sector and it's quite old.
-Narratives will get rehashed but with newer coins. 2023/2024 AI coins like NIL, GRASS, TAO may have more recent mindshare than older ones such as AKT, RENDER, FET. They all fall under the 'AI' bucket but it's important to discern the two groups.
-Another example of the above may be DeFi 1.0 (AAVE CRV SNX YFI) vs. later groups of DeFi (ENA PENDLE SYRUP AERO).
-There can be subgroups in each narrative. Filecoin might fall a bit under the AI bucket (and traded like so in 2024) but might have an entire new category altogether with storage (and also FIL can be a leader with STORJ as beta). There's some nuance to it.
-Narratives can be sparked for anything. Again, it's mostly the leader that is going to dictate the narrative and if a coin is just obscenely strong (aka ZEC right now), privacy will be in. But maybe all it takes is a big amount of hype with Robotics and then you ape SAPIEN. Or it could be ASTER and then perp dexes come back. It just depends.
Narratives are still highly important in crypto and it's also necessary for you to understand some of the different groupings when trading. I used to have my trading view setup where I had every single coin in a basket of like 7 different categories for each narrative. These days, there are too many to count and also the market is too dispersed for this.
I think that the market will continue to find concentrated liquidity/volume in just a few coins and that the old days of 'altseason' are mostly over for a while. Altcoin trade selection has never been more important and you must continue to be extremely diligent when finding your coins/trades. Good luck.
A$APE retweeted
Due to significant market fluctuations over the past 16 hours and a substantial influx of users, some users have encountered issues with their transactions. I deeply apologize for this. If you have incurred losses attributable to Binance, please contact our customer service to register your case. We will review your account activity individually, analyze the situation, and provide compensation accordingly. However, losses resulting from market fluctuations and unrealized profits are not eligible for compensation.
The reason Binance is Binance is that we never shy away from problems. When we fall short, we take responsibility—there are no excuses or justifications. We are committed to serving every user to the best of our ability, and we will manage what we are responsible for.
The market remains volatile at present, so please be mindful of investment risks.
由于过去16小时内市场波动较大，涌入用户过多，部分用户在交易中遇到问题，我感到非常抱歉。对于币安原因导致的亏损可以联系客服登记，我们将逐一核对你的账号行为进行分析裁决赔付，需要一些时间，但对于市场波动带来的亏损及未实现盈利不在赔付范畴。
币安之所以是币安是因为我们从来不逃避问题，做得不好的立正挨打，有多少用户就应该能服务好多少用户，没有理由和借口，我们该管的部分一定会管。
当前市场仍在波动期，请大家防范投资风险。
