In this episode, we dive into the journey of a trader who entered crypto in 2016, lived through the 2017 alt mania, round-tripped early bags, and returned to the 2021 cycle far better prepared. He breaks down his current long-term swing approach, how he thinks about narratives, and why the Solana trade stood out. We talk tech vs narratives, tokenomics realism, and why Hyperliquid is one of the few “tech that actually matters.” The conversation explores learning to sell, avoiding CT sentiment traps, timeline curation, balancing work with trading, on-chain experiments, missed airdrops, public sales, and views on the current cycle - from majors vs alts to the unfolding Trump meta.
00:00 Intro, getting into crypto in 2016, ETH-pilled early, 2017 alt mania
05:07 Round-tripping early bags, learning to sell, RuneScape gold to BTC, entering 2021 better prepared
08:00 Trading style today - long-term swings, narratives, Solana trade breakdown
12:46 Tech vs narratives, tokenomics realism, Hyperliquid as rare “tech that matters,” losing faith in plasma/VC chains
15:38 Biggest lessons - learning to sell, CT sentiment traps, subreddits, bagholder echo chambers
20:10 Life on CT - reply guy origins, filtering grifters, timeline curation
27:16 Work vs trading - why he keeps a job, risk management, lifestyle balance,
34:53 On-chain attempts, meme seasons, airdrop misses (HL/Kaito), public sales, Monad/MegaETH thoughts
43:04 Market outlook - cycle views, late-stage concerns, majors vs alts, Trump meta
