@s_chmel Profile picture

Sergei Chmel

@s_chmel

#Bitcoin | Digital Assets management @SeQuant Capital | Opinions are my own, not an advise |

Joined June 2012
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Pinned

Trees Don’t Grow to the Sky. Celebrating #Ethereum ETF launch, I dare to suggest that either in this cycle or the next, we (crypto investors) should finally realise that trees don’t grow to the sky. Specifically, there are limits to the valuation of blockchain and, more…


That’s the way 🔥🔥

Consumer App on @avax C-Chain close to cracking top 50 in App Store 🔥🔥



80% BTC : 20% other alts if you have time to study the tech and the market. If you don’t have that time: 100% BTC and chill.

Four simple rules for degens to get rich slow: 1) Get skin in the game. 45% BTC, 45% ETH, 10% other if risk averse. Can adjust to more ETH and other based on risk tolerance. 2) Don't chase. Dollar cost average via Coinbase's recurring buy feature. Be greedy when others are…



Mind games are fun 😅😂

People ask me, why I don’t “call” New Memecoins. The reason is Simple. I’m not in the Gambling game or in the Pump n Dump game. I’m in the long-term Community-building game. What is the “service” of Memecoin "Cults"? What is the service that they offer? It’s Safety.…



Sergei Chmel Reposted

Who holds more power: the fact-checkers or the storytellers? History proves that stories, not just facts, shape societies and inspire action. Watch the full interview from the 18th of October: bit.ly/YNH-BigThink #BigThink #Storytelling


⚡️⚡️💯

$0.1M then $1.0M

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One of the best researches about #Bitcoin one can find on X.

What you see here is the tip of the iceberg. For every post I make there are 1-3 hours of work and research that I do that never makes it to X. Some of it is nothing and some of it is important but I just don't have time to finalize it. I did some important work today. Let me…

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Sergei Chmel Reposted

I fucking despise when people come up with some obscure gotchas to substantiate their misleading claims. The most seminal papers on the subject clearly don't define sidechains as L2, as well as L2BEAT, the most reputable organization on the subject. If you're gonna restart the…

Polygon states its an L2 your definitions are not as fortified as you think they are docs.polygon.technology/pos/overview/

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dfinity had raised a sh*t ton of money and achieved nothing. If it vanishes today nobody notices. AI is just a hype they are using to pump bags. Hope scams like this plus ada, Tron and few others will die next bear.

Can Blockchain Keep AI Honest? @PierreSamaties says "YES" and @dfinity Internet Computer will do it! On podcast with Pierre, we discussed one of most talked about question of Blockchain & AI: 👉 How can blockchain decentralize AI and keep it aligned with humanity’s values?…



If $MSFT goes next…⚡️⚡️🚀

NEW: It took just 6 days for Rumble to adopt #Bitcoin as a reserve asset after talking with Michael Saylor. Saylor is the 🐐

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Exactly why ETH is in such trouble. It’s a u-t-i-l-i-t-y = none of the following. Unless “Cheaper, faster, easier” becomes ethereum mantra, it will continue to sink.

ETH is the world's first triple point asset. - Capital asset. Represents a share of ownership in the developer ecosystem behind all crypto innovation (DeFi, NFTs, prediction markets, decentralized social, etc) - Store of value. Less inflationary than BTC and the base asset for…



Hey $68k gang, you are idiots. Done ✅🙏🏻😅

Blame the #Bitcoin $68k gang. They sold 198k BTC in November.

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Exactly ⚡️⚡️

Bitcoin is simply better money.

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Golden. That’s why let’s hold Nation states out of the #BTC for a cycle or two longer 🙏🏻⚡️⚡️

That’s very good The longer term stability requires as much distribution as possible



Solana will be buried under avalanche 👀🙃 #avax > #sol 🚀

Tomorrow: the first day of the rest of your life



Huge 🔥🔥 congratulations👍🍾

Some thoughts on this. First, my excitement for mainnet deployment literally cannot be overstated. This vision has been in the works for so many years. Huge upgrade, and my expectation and hope is that it'll spark a golden age of L1s, making "scaling" a thing of the past. No…



Awesome and simple explanation of MMT 🔥🔥

THAT'S NOT MMT In today's @Markets newsletter, I wrote a very simple guide to what is and isn't MMT, since lots of people are very confused on the subject and abusing the term. Share with anyone who is confused! bloomberg.com/account/newsle…

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I am a Bitcoiner, but I am very much agree that US Gov doesn’t need #BTC reserve and that will be bad for the asset overall. People do need it. Companies do need it. Govs do NOT.

I'm not negative on Bitcoin. I don't have an opinion on its price. I have an opinion on whether the US Government will buy it as a reserve asset. I do have a strong opinion on MSTR which is that it is stupid rich to all other forms of BTC



Odds are favorable ⚡️⚡️ if msft votes for BTC reserve, we’ll hit upper part of the range for sure.

#Bitcoin is up 50% in the past 60 days. This has happened 120 times since 2015. What happens next? Bitcoin went higher 67% of the time. The median gain was +35%. The median loss was -9%. Using historical seed values, the expected value for #Bitcoin in 60 days would be $107k,…

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Great one ⚡️⚡️

Saylor has opened the floodgates of the $150 trillion bond market. Those funds are beginning to flow into BTC through MSTR convertible bonds. He’s on pace to deploy the current $42 billion within a few months. That’s how much demand there is. He could literally raise a…

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Most important tweet and comments at this stage of the cycle 🔥🔥⚡️

I bought $200k of $BTC back in 2013 and paper-handed it at $2,000 in 2017 but was pretty pleased with myself (it went on to 10x further in 2017!). If I'd had just kept that initial trade on its own, I'd have turned that one position into $100m today. 🤦‍♂️



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