arthur drops a 4k word macro thesis on why everything's fucked
uses it to slap a 50x target on $CARDS
sells the entire bag at 2x

Collector Crypt (CARDS)
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if you crunch the numbers it seem like arthur legit only made $200k on his $cards dump.
bro found a way to get in on the number 1 breakout play in the entirety of crypto, trading at 0.4x PE, smashing aths in every single metric possible week on week and fumbled it for a measley 200k when his supposed net wiorth is hundred of millions.
is he really down bad that much?
Everyone on my timeline is losing their mind over Hayes dumping $CARDS just 3 days after giving his $4 moon targets.
Wild take: who cares.
Whether a trader or KOL is in or out changes absolutely nothing about the fundamentals of this stellar business.
Collector is printing record revenue, onboarding more of the collectible market onchain every single week, and becoming the go-to infrastructure play for an entire vertical they defined themselves.
That’s the only thing that matters. Not who aped in, not who dumped, not what some influencer tweeted.
The noise is temporary, but the business continues to compound. And this train ain’t going to stop until it has flipped eBay.
Everyone on my timeline is losing their mind over Hayes dumping $CARDS just 3 days after giving his $4 moon targets.
Wild take: who cares.
Whether a trader or KOL is in or out changes absolutely nothing about the fundamentals of this stellar business.
Collector is printing record revenue, onboarding more of the collectible market onchain every single week, and becoming the go-to infrastructure play for an entire vertical they defined themselves.
That’s the only thing that matters. Not who aped in, not who dumped, not what some influencer tweeted.
The noise is temporary, but the business continues to compound. And this train ain’t going to stop until it has flipped eBay.
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