@breakoutprop acq by @krakenfx | @orderbookshow
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Joined April 2014
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I am the founder of @Breakoutprop.
You can trade crypto with up to $200,000 without depositing your own money.
Pass a test → get funded → withdraw your profits on-demand in USDC.
Backed by @Krakenfx - one of the biggest and most reputable crypto exchanges.
Go to Breakoutprop.com, get funded, and get paid.
With the Fed Decision in a week, we're sitting at 86% odds on Polymarket for No Change, which to me is a lock this close to the date.
polymarket.com/event/fed-dec…
Mayne retweeted
FULL PANEL: Crypto's Comeback: Are You Holding The Wrong Coins?
@zeroxkyle @Tradermayne @DefinitiveFi @therollupco @breakoutprop @DefiLlama
Timestamps:
0:00 Introductions
1:22 Asset Selection in the New Regime
1:31 When Does Revenue Starts to Matter?
4:05 Is Zcash Overvalued?
7:04 Buybacks and Exogenous Demand
9:29 The Barbell Portfolio
17:18 Investing in the Tokenization Supercycle
22:37 Reading the Market From Here
Last night on stream we started to take some trades on Polymarket perps, and I got cooked on the New BTC Up/Down 5min chart
Mayne retweeted
Bitcoin has been rangebound for a month.
Good time to steal @TraderMayne's entire trading system.
One mechanical setup. His exact rules. Free.
No more strategy hopping.
youtu.be/Cuezxp4IpWw
Mayne retweeted
Would you rather own PUMP or SOL?
To me, it’s not as obvious as it may seem by pure analytics. You must think about the TAM…
@zeroxkyle @Tradermayne @DefinitiveFi
$PUMP $SOL
Mayne retweeted
Would you rather own $PUMP or $SOL?
@andyyy put the question to the Token2049 panel.
@dennis_qian didn't hesitate.
"Yes. It captures almost all the value coming into Solana."
His argument is that PUMP has absorbed the Solana beta that used to go straight to SOL.
@Tradermayne went further. He's skeptical of the $1,000 SOL targets he hears from friends like Ansem, and he thinks Pump is the cleaner bet on Solana's meme coin activity.
@zeroxkyle @pumpdotfun @solana
Why This AI Sell-Off Might Be OverBlown xitter.cf/i/broadcasts/1DxleVyeo…
Polymarket (Title Sponsor — Prediction Segment)
👉poly.market/MAYNE
Breakout (Title Sponsor - Code MAYNE)
👉 breakoutprop.com
And for everything else: tradermayne.com/home
Why This AI Sell-Off Might Be OverBlown xitter.cf/i/broadcasts/1AJEmvpOE…
Mayne retweeted
100% agree with TraderMayne here from our TOKEN2049 panel.
Hyperliquid firmly started the Revenue Meta. There is a new standard for teams to aspire to, as well as a new set of investing frameworks for existing and new investors in the digital asset industry.
Welcome to the maturation and legitimization phase of this industry, where onchain businesses are re-rated much higher due to massive TAM expansion ahead.
Simultaneously, memes and infra slop are put aside where they belong.
This is healthy.
Higher.
@Tradermayne @therollupco
Mayne retweeted
Kyle says you can't value an L1 blockchain like a business, because it doesn't make money.
"It's wrong to take that valuation framework and apply it to L1s, because they don't make money."
"They're not a business."
"How does the Ethereum Foundation pay its salaries?"
"They sell $ETH."
"It's directly opposed to the token going up."
"So it's okay to be long an L1."
"$NEAR is a good example, but you have to approach it with an entirely different framework than the revenue thing."
@defillama @zeroxkyle @NEARProtocol
Tradermayne says Hyperliquid hyperliquid:native hitting an all-time high in a bear market just set the new bar for every token launch.
"We now have a new way to value these tokens. We can look at revenue."
"Then the dog with hat goes to $4 billion and you're like, hey, I guess not this time."
"It's going to be the gold standard going forward for new tokens. You got to make money now."
His bag? Mostly Bitcoin. A pretty big chunk of zcash:native Zcash. And ethereum:native, "as crazy as it sounds."
@Tradermayne
