I expressed strong conviction about an opportunity associated with Aster, while the captured posts leave some referents unclear. My comments include large valuation forecasts, confidence in holding a trade, and a belief that this opportunity felt different from the speculative opportunities I usually avoid.
On September 18, 2025, replying to @CrashiusClay69, I called the mental gymnastics some people used to “fade this” incredible and described the play as “Truly a blessed play.” The post does not identify the investment or explain what “this” referred to.
On September 19, 2025, replying to @exitliquid1ty, I gave a short-term market-cap figure of $4b and a long-term figure of $40-100b, then called the opportunity “The most asymmetrical play in crypto rn imo.” I said CZ had recently expressed the view that decentralized exchanges would be bigger than centralized exchanges over the long term, and that Hyperliquid’s growth also signaled this. The post does not identify the asset behind my market-cap figures or provide their assumptions or calculation. My reasoning connects to the broader perp dex investment thesis.
On September 19, 2025, replying to @CookerFlips and addressing @Aster_DEX and @PastelAlpha, I wrote that “This bag is probly going to 9 figures in the next 10 years” and added, “Well done.” The post does not specify what “this bag” refers to or what the projected 9 figures would measure.
On September 19, 2025, replying to @cz_binance, I called an unspecified opportunity “a great opportunity” and thanked CZ for flagging it early. The captured reply does not say what the opportunity was.
On September 18, 2025, I said I didn’t see how “this coin” wouldn’t go to $4b; the captured reply does not identify the coin or specify what the $4b measures.
On September 18, 2025, I forecast that “this” would reach $100b in the next 5 years, but the post does not make the referent explicit.
On September 18, 2025, I described a position as feeling like a very comfortable trade, with an amount equivalent to “a small house in a remote area.” I said I could likely hold it for the rest of the cycle and outperform pretty much everyone, but the post does not identify the asset, amount, or cycle.
I said I had followed the trenches for a long time but hardly ever acted because most opportunities felt like buying air. This one felt different to me: I felt I was buying a piece of an incredible business, while acknowledging that we would see how it turned out. The post does not identify the business or transaction.
On September 21, 2025, replying to @CryptoBheem, I wrote, “Feeling extra comfy in this generational play now that Bheem is onboard.” Bheem being onboard made me feel more comfortable, but the post does not identify the play or explain Bheem’s role. It does not establish that the play was Aster.
On November 13, 2025, replying to @genzcash and mentioning @balajis, I wrote, “So I’m holding Aster for a minimum of 8 years, got it.” I stated an intention to hold Aster for at least 8 years, but did not explain what prompted that period or establish whether I followed through. This adds a long holding horizon to my Aster conviction; my broader investment reasoning is discussed in perp dex investment thesis.
On November 18, 2025, replying to @SrPeters and mentioning @cz_binance, I predicted that an unidentified “he” would someday be up a few billion “on this one,” just as he had with BNB, and said, “He’s mastered patience.” The post does not identify the person or what “this one” refers to, and gives no basis for the prediction.
Related: perp dex investment thesis, using the aster platform, aster s explosive early growth