s (@sershokunin) / X

5,047 posts

@sershokunin

somewhere, nowhere

Joined September 2021

s
@sershokunin
Oct 20, 2021
1/8 Facebook announced today they’re changing their name and going all in on the metaverse. Why? Because they have no choice. The achilles heel of FB is that it revolves around the social signalling model dreamed up by a college freshman, one which NFT just made obsolete 🧵:
s
@sershokunin
Sep 20, 2021
1/24 Why do I have so much conviction on NFTs? Most of the biggest tech successes of the last 20 years have come from unlocking frozen assets, and NFTs do just that. For investors and entrepreneurs, this is a super important mental model. Some examples 👇:
s
@sershokunin
Jan 29, 2025
I just finished 9 back to back BTC whale calls, and they are all looking for the same thing; a better solution to trading BTC on chain. And we are going to give them a damn good one. Hyperliquid
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@sershokunin
Feb 25, 2024
One of my all time favorite trades was buying 25 luxury tokyo condo's from 2014-2015 and 20xing in 2 years. The BOJ had just started their aggressive easing policy and I remember most smart money was long nikkei, but I felt their had to be a more convex way to be long. I decided
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@sershokunin
Oct 19, 2021
1/11 Every year lots of people make money. And lots change the culture. Very few do both. This is why the high-end art market exists, to facilitate the exchange between financial and cultural capital. If you understand this, you understand how NFT can take over the world 👇:
s
@sershokunin
Jan 5, 2025
If money is evil then crypto is hell. this is the most obnoxious group of money hungry — low IQ, high energy, jack rabbit, wannabe-big-time, small time, shit talking bothersome, irritating bunch of motherfuckers … I have ever had to endure for more than five minutes
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@sershokunin
Dec 1, 2024
when you really understand something better then the market, it’s amazing how calm and relaxed you are even with very large positions. And on the flip side when you have little to no edge/insight , how much anxiety and stress there is over tiny moves. It’s been a useful gauge for
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@sershokunin
Dec 13, 2024
Old flex: XYZ tier 1 firm led our round New flex: Our users led our round The winds are changing, finally
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@sershokunin
Jan 24, 2025
for many years all i wanted was to trade spot btc on chain, on a seamless clob, and now i'm finally about to be able to do that.
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@sershokunin
Jan 17, 2025
try sending a 50k usd+ international wire to a local bank in Japan and you will viscerally understand why stable coins have a use case 😭
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@sershokunin
Oct 26, 2025
Replying to @kaledora
Just FYI this is users getting paid 360% to hold their Nasdaq position. Ie positive funding. Regardless, over time with more users and liquidity it should have less extreme rates on either side
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@sershokunin
Dec 3, 2024
Soros has taught me that when you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig.
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@sershokunin
Jul 8, 2025
The phantom integration was the first of many things unit is working on to onboard solana users to hyperliquid.
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@sershokunin
Mar 10, 2024
How I missed investing in Uber and how it directly led me to one of my most incredible trades. This is actually one of the most memorable stories because its a lesson of turning a private market insight into a fully actionable public market short. In 2014 Uber was raising and
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