Black Diamond @ppftcg

Turned the corner. USA Joined May 2009

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Black Diamond @ppftcg

2 weeks ago

@AvgJoesCrypto $CPU - intel earnings coming up. expect someone to yell “we need more CPU”

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Vlad Tenev @vladtenev

2 months ago

America must continue to lead. x.com/i/article/2089…

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🚨 ONDO: The Most Hated Winner in Crypto (Read This Before You Sell) 🚨 Guys, every time I mention $ONDO, the comments section turns into a riot. And I get it — the token is down 75% in a year while fundamentals keep ripping higher. So let’s answer the ONLY question that matters: 👉 When does any of this translate into actual token value? Here’s the uncomfortable truth: 1️⃣ ONDO spent 2 years building rails — not revenue. Rails don’t pump. Traffic on the rails pumps. And now the traffic is showing up: 🔥 Tokenized stocks up 30–40× 🔥 $1B volume in 30 days 🔥 Binance Wallet integration (280M users) 🔥 1inch integration 🔥 EU approval 🔥 SEC roadmap submitted 🔥 TVL nearly $2B 🔥 ONDO = 53% of all tokenized stocks This is exactly where Amazon was when everyone thought it was worthless. 2️⃣ So when does ONDO actually make money? There are 3 revenue switches, and they’re all coming online: 💡 A. Trading Fees / Swap Routing (not turned on yet) Volume is already massive — fees haven’t even started. 💡 B. OUSG + T-bill Revenue Live today, but can’t flow to token holders yet because of regulation. (GENIUS Act = the legal unlock.) 💡 C. Institutional Settlement Rails (the jackpot) When JPM, Citi, HSBC, BlackRock, Franklin Templeton all tokenize markets, someone must be the bridge. That’s ONDO’s lane. That’s where multi-decade revenue comes from. 3️⃣ So why is price STILL down 75%? Because 2025 wasn’t a macro bear. It was a confidence bear. No recession. No credit event. No banking crisis. No systemic failure. Internals stayed FINE: 🟢 QT ended 🟢 RRP drained 🟢 SOFR low 🟢 Dealers stable 🟢 Liquidity pipes working So why did alts nuke 70–90%? 👉 Tariffs? Tariff small, then large, then ridiculous 👉 Global war on trade 👉 Liquidity freeze (bond market crash) 👉 Several rug pulls (Policy related) 👉 Flash crash (Rare Earth) 👉 SEC overhang (For Ondo finally over) 👉 Sentiment annihilation (On going won't last) The market got psychologically destroyed — NOT fundamentally broken. 4️⃣ OK, so WHEN does ONDO reprice? When three forces line up: 🔵 (1) Liquidity turns QT just ended. TGA rolling. (just started) Issuance cooling. (Not yet) Dealer capacity freeing up. (but not stressed) Window = mid to late Q1. 🔵 (2) Utility becomes undeniable This chart says it all: ONDO owns 53% of tokenized equities. A monopoly in a sector that’s just waking up. 🔵 (3) Narrative flips Every cycle has this moment: Solana dead at $8 ETH dead at $90 LINK dead at $1 Stocks: Amazon dead at $6. Apple almost went under. ONDO at $0.40 feels EXACTLY like those. If it goes down to 20 cents I back up the truck like I did in 2002 1-Nobody believes. 2-Everybody capitulates. 3-Then liquidity turns… 4-And it reprices vertically. Not a grind. A jump. 🎯 FINAL REALITY CHECK ONDO has: ✔ More TVL than all competitors combined ✔ More tokenized stocks than anyone ✔ $1B monthly volume ✔ EU approval ✔ SEC roadmap ✔ Binance + 1inch integrations ✔ Smartest capital in the world backing it ✔ Explosive growth in the ONLY sector institutions care about And the token is still down 75%. Why? 👉 Because infrastructure pumps LAST. 👉 Then it pumps the HARDEST. 👉 Then everyone pretends they “always knew.” Repricing is not a theory. It’s a schedule. Slowly. Then all at once. 🚀🔥

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Coinbase 🛡️ @coinbase

a year ago

Yep, we’re working on bringing tokenized equities to Coinbase. Here’s how we’re thinking about it.

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Black Diamond @ppftcg

2 years ago

@pete_rizzo_ Buy, borrow, die. @BowTiedBull

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Black Diamond @ppftcg

6 years ago

@astar_alone @neurodivergen13 I’d also throw in high EQ.

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Black Diamond @ppftcg

6 years ago

@girdley Once you understand the difference, you can ace every interview. But it’ll take a handful of interviews to learn this lesson. The job is a different story. No new logos = fired. No growth or expansion = sales is not for you.

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Black Diamond @ppftcg

6 years ago

@KFCBarstool I remember watching your cribs episode. Your pantry is state of the art.

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Black Diamond @ppftcg

6 years ago

@ARobTweets

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Black Diamond @ppftcg

6 years ago

@mgirdley Spot on.

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Black Diamond @ppftcg

6 years ago

@PitchingNinja Cleveland pumps out SPs. Hat tip for their player development.

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Black Diamond @ppftcg

6 years ago

@ARReddy4694 @APompliano What app/exchange is this?

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Black Diamond @ppftcg

6 years ago

@JesseRogersESPN Gross.

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Black Diamond @ppftcg

6 years ago

@ARobTweets 😂 😆

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Black Diamond @ppftcg

7 years ago

@ARobTweets @TroyAikman In about 40% of the games.

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Black Diamond @ppftcg

7 years ago

@MastroThinks @ARobTweets Chiefs

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Black Diamond @ppftcg

7 years ago

@pointsnfigures Amazing. Common testimonial for @CandidlyHQ. #beinthemoment

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Justin Kan @justinkan

7 years ago

When you have something you want to do in your life: Just fucking do it. Don’t second guess yourself, don’t overthink it. Go with your instincts and have a bias to action.