Taikii Maeda @fars52

"The Humble Farmer” 🧑‍🌾 | Lad @0xSteadyLads🌊 | High quality crypto content with no ads/sponsors 🫡 Joined December 2010

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Taikii Maeda @fars52

2 weeks ago

I'll make a video next week, been a bit busy with irl stuff and got my honeymoon coming soon so been unable to post

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Taikii Maeda @fars52

2 weeks ago

There's a fine line between genius and stupidity I am a fucking idiot

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I honestly think we can just size into $BTC $ZEC $HYPE, enjoy life, and outperform most traders. Future generations will call us lucky for having balls to believe while others gave up. Many cannot appreciate the current opportunity because they are so bearholed & short-sided.

Taiki Maeda @TaikiMaeda2

a month ago

The Holy Trinity Crypto Portfolio

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Taikii Maeda @fars52

2 weeks ago

Tom Lee's timing is literally so bad it's honestly impressive

zoomer @zoomerfied

2 weeks ago

[ ZOOMER ] BITMINE FILES FOR PREFERRED STOCK OFFERING OFFERING A YIELD OF 9.5%: FILING

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Taikii Maeda @fars52

2 weeks ago

narrative that its outperformance relative to BTC could lead the BTC community to take quantum more seriously So a ZEC pump precedes a future BTC pump

Ansem @blknoiz06

2 weeks ago

I meme a lot but i actually do think this pair continues to go up, zcash currently trades at lower than 1/100th of bitcoin's total valuation w/ better quantum resistant properties while privacy is becoming a popular narrative concerns w/ saylor as key man risk also materializing

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Taikii Maeda @fars52

2 weeks ago

Rotated some BTC to ZEC. ZEC is now my biggest bag. My STRC/BTC thesis partially invalidated due to Saylor mismanaging it in my eyes Just as HYPE is capturing inflows from overvalued L1 tokens like ETH/SOL, ZEC likely sees inflows from BTC as a quantum/privacy/Saylor hedge.

Taiki Maeda @TaikiMaeda2

a month ago

The Holy Trinity Crypto Portfolio

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Taikii Maeda @fars52

2 weeks ago

Saylor ended up selling a little bit to send a signal but not enough where it creates an overhang. I would have preferred to see him sell $1-2B to rip the band-aid off. He still needs to raise cash from somewhere. STRC creates some execution risk for BTC which is unfortunate.

Taiki Maeda @TaikiMaeda2

3 weeks ago

$MSTR's mNAV breakeven to dump MSTR over BTC is ~1.22x. With only 6 mo of div coverage left (Saylor said he wants this to be over 18mo), Saylor is very likely to sell BTC over MSTR for cash pretty soon (if he hasn't already). Given BTC is down ~10%, this may be priced in

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Taikii Maeda @fars52

2 weeks ago

ZEC at $700: "Privacy is a human right. ZEC is the most egalitarian thing I've ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society" ZEC at $550: "Why the fuck did I buy this shit"

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Taikii Maeda @fars52

2 weeks ago

When you realize dips are temporary and your crypto bags are destined to go much, much higher

Taiki Maeda @TaikiMaeda2

a month ago

when you realize how much money you're down on crypto after being bullish at the top

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Taikii Maeda @fars52

2 weeks ago

Market is now (almost) fully pricing in MSTR selling BTC this year. My bags are down, but at least my Polymarket bets are up!

Taiki Maeda @TaikiMaeda2

3 weeks ago

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Taikii Maeda @fars52

2 weeks ago

I also think from a game theoretical POV, Saylor likely wants to sell BTC even if mNAV is >1.22 to rip the band-aid off and say he did it. I think the "fair value" of MSTR selling BTC before EOY is over 90%, so I am long the December 31 "Yes" option on Polymarket from 75c.

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Taikii Maeda @fars52

2 weeks ago

$MSTR 's mNAV breakeven to dump MSTR over BTC is ~1.22x. With only 6 mo of div coverage left (Saylor said he wants this to be over 18mo), Saylor is very likely to sell BTC over MSTR for cash pretty soon (if he hasn't already). Given BTC is down ~10%, this may be priced in