VirtualBacon

VirtualBacon @virtualbacon · 2026-10-21 01:43看空

My leverage caps: 5x max on Bitcoin, under 3x on majors like Solana Anything higher and you're at the mercy of liquidation. This chop could last a few months, so don't get wiped out on a dip to 77K or 76K

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VirtualBacon @virtualbacon · 2026-10-21 01:00看多

Outside Japan or Korea, getting into their stocks is a pain Kunaal Patel runs institutional at Ondo Finance (@Ondo) for Asia and the Middle East. His plan: put those stocks on-chain so anyone abroad can trade them, any hour https://t.co/NQodjOAd3P

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VirtualBacon @virtualbacon · 2026-10-21 00:45看多

Most people can't get into a company until its IPO. Matthieu de Vergnes of Ondo Finance (@Ondo) says 87% of US companies with $100M+ in revenue are private His fix: tokenized notes that cut the entry ticket from millions to $1,000 or less, on @OndoPerps.

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VirtualBacon @virtualbacon · 2026-10-21 00:30看多

"There's no clock in perps" I asked David Wells, CEO of @OndoPerps, to explain perps for someone who's never traded one, and why stocks and pre-IPO names now trade 24/7 on-chain (outside the US) https://t.co/4zOcc3LPu2

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VirtualBacon @virtualbacon · 2026-10-20 23:33中性

Someone dug up my Algorand position from a month ago. That was a perp trade, along with my XRP and HBAR longs. When Quant stopped going up, I closed them and moved the money into my spot holdings A trade isn't a portfolio hold

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VirtualBacon @virtualbacon · 2026-10-20 22:07看多

Everyone keeps asking if the AI bubble pops soon. I don't think it pops before the OpenAI and Anthropic IPOs, and that's why Worldcoin is on my watchlist. Yes, we're in an AI bubble. Of course we are. But saying it pops right now because things are expens

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