Sam (@0xCryptoSam) / X

Sam

4,467 posts

Sam

@0xCryptoSam

investing @recvcx | prev @messaricrypto, @ether_fi | opinions are my own, not financial advice

New York, NY

Joined December 2021

Pinned
Sam
@0xCryptoSam
May 6
I’m excited to announce that I’m joining Reciprocal as an investor! (@recvcx) This is certainly an interesting spot to enter crypto venture. For the second time in its relatively brief history, DeFi is at an inflection point. While I have some ideas, I’m not entirely sure what
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Sam
@0xCryptoSam
Apr 11, 2025
the most recognizable chart in crypto history
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Sam
@0xCryptoSam
Jan 7, 2025
DeFAI's market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025. Here's why: In his DeFAI manifesto, @danielesesta highlighted how AI can drive a DeFi renaissance by tackling challenges like cross-chain fragmentation, liquidity, and
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Sam
@0xCryptoSam
Jun 9, 2025
Article
Plasma: More Than a Stablecoin Play
ALPHA FIRST: Plasma is more than just stablecoin exposure; it's a Bitcoin sidechain and a privacy play as well. Tether will likely bootstrap native USDT on Plasma, enabling low-spread BTC swaps and...
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Sam
@0xCryptoSam
May 20, 2025
Can we discuss how insane it is that @HyperliquidX can handle a position that size?
James Wynn 🔱
@JamesWynnReal
May 20, 2025
Increased my long position. 🐐
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Sam
@0xCryptoSam
Nov 5, 2024
1/ 🧵I recently covered @MultiversX in the latest @MessariCrypto report. Here's a thread breaking down why you should pay attention to their network. MultiversX is an L1 designed to improve scalability, security, and interoperability through a few key technological differences.
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Sam
@0xCryptoSam
Mar 26, 2025
Two things can be true: (1) Hyperliquid isn't fully decentralized. If this surprises you, here's some alpha: the only fully decentralized token in crypto is BTC. (2) Binance/OKX are scared of Hyperliquid, and they know more about Perps than anyone else in crypto. If I were
Arthur
@arthur0x
Mar 26, 2025
If anything, it's clear that most CEX are really worried about Perp DEX taking away their market share going forward even though DEX to CEX ratio for perps only stands at 5% globally.
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Sam
@0xCryptoSam
Sep 27, 2025
My refresher thesis on XPL: > $2 (20b fdv) looks likely on a short time frame. May extend my targets a little higher but def a major TP point for many. The longer major PA stays depressed, the more attention on XPL, so hoping for more sideways in the near future. > I no longer
Sam
@0xCryptoSam
Sep 24, 2025
I expect XPL to exceed everyone's expectations. Looking for an entry around $5b, although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare, given that they print money. They likely
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Sam
@0xCryptoSam
Oct 23, 2025
The HIP-3 Ecosystem Map: Full report and projection of year one HIP-3 volumes dropping tomorrow on @MessariCrypto
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Sam
@0xCryptoSam
Sep 24, 2025
I expect XPL to exceed everyone's expectations. Looking for an entry around $5b, although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare, given that they print money. They likely
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Sam
@0xCryptoSam
Jun 24, 2025
Replying to @unusual_whales
ITS NOT ENOUGH
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Sam
@0xCryptoSam
Oct 8, 2025
The Neobank Whiteboard: - Fiat On/Offramps will be commoditized by infra like @Stablecoin - The best directional long has been going onchain (Banks -> Wallets) - Stablecoins are the first viable accelerant to bringing non-crypto native users onchain Users will inevitably be
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Sam
@0xCryptoSam
Oct 23, 2025
Robinhood either doesn't see HYPE as a competitor (you're early) or wants to undercut CEXs on flows bc they think HYPE could have a large retail bid (you're early). Just be grateful your parents, your siblings, and your normie friends can easily buy one of the most investable
DEGEN NEWS
@DegenerateNews
Oct 23, 2025
BREAKING: ROBINHOOD LISTS $HYPE
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Sam
@0xCryptoSam
Oct 1, 2025
> I like Plasma. > I think XPL will be a fantastic long at some point. > I think the neobank narrative will have multiple good projects to buy. You can agree with all the above and think this chart looks bad. So I expect we'll get great XPL entries, akin to PUMP at 2 cents or
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