Duncan (@FloodCapital) / X

Duncan

3,939 posts

Duncan

@FloodCapital

Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.

Joined April 2021

Pinned
Duncan
@FloodCapital
Nov 12, 2025
I had the opportunity to sit down with @novogratz to chat about markets, $GLXY's best quarter ever (Q3 was $505M in net income), how they are positioning for the future of crypto, and their rapidly growing AI data center business! Super excited to share with everyone; 01:00 –
00:00
182K
Duncan
@FloodCapital
Apr 26, 2021
1/ Thread on the Terra $LUNA ecosystem. Imagine if every time USDT, USDC, DAI or any other ETH based stable coin was minted it required an equal amount burned in ETH? Welcome to LUNA’s tokenomics, a fascinating design that has burnt >100m (~22%) Luna over the past 3 months.
Duncan
@FloodCapital
Jul 15, 2025
$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this. Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the
879K
Duncan
@FloodCapital
Jun 25, 2024
Bottom Is In, New Highs Imminent $BTC had a great run off the lows with a strong bounce back into the range, I think we are on our way back to ATHs for a few reasons, given this I went long a bunch of $ETH and $TON, my biggest leveraged trade ever, lets talk it out! Price
201K
Duncan
@FloodCapital
Jun 10, 2024
1/ My highest conviction altcoin is $BANANA I first wrote an in-depth thread about it nearly 4 months ago at $23, since then BTC is +35% and Banana is up over 100%, one of the few alt coins to outperform BTC in this market. Below is the updated investment case 👇
Duncan
@FloodCapital
Feb 13, 2024
1/ Thread on $BANANA @bananagun the cleanest way to play a rise in on-chain trading across Ethereum & Solana Banana's volume has been exploding recently, in the past 2 weeks its earned >$1.5M in fees, 40% of that is paid back to Banana holders giving it an APR of 30%
195K
Duncan
@FloodCapital
Jun 27, 2024
There is a 77% chance the ETH ETF starts trading next week!* I am extremely long $ETH right now, here is why: I believe current market positioning is way to bearish and we could see a significant upside repricing if the ETH ETF flows are anything but horrible. Yesterday's $ETH
00:00
Duncan
@FloodCapital
Jun 25, 2024
Bottom Is In, New Highs Imminent $BTC had a great run off the lows with a strong bounce back into the range, I think we are on our way back to ATHs for a few reasons, given this I went long a bunch of $ETH and $TON, my biggest leveraged trade ever, lets talk it out! Price
174K
Duncan
@FloodCapital
Jun 24, 2024
Longed a bunch of $ETH here -> Finally crypto weakness vs equities past couple weeks makes sense (insiders front running Mt Gox news) -> This morning when equities opened, $NVDA -7% at one point, crypto barely moved (bottom signal) -> Crypto traders that are still alive have
Andrew Kang
@Rewkang
Jun 24, 2024
With Mt Gox, German coins, ETF selling on the horizon, I do not believe that support levels and ranges will hold NVDA looking like a local top The only buyers seem to be leverage and short term traders knife catching These moves typically result in a multi billion dollar
236K
Duncan
@FloodCapital
Jun 27, 2024
VanEck just filed for $SOL ETF this morning! People are instantly skeptical due to the lack of a Solana CME futures market but.... VanEck's head of Digital Asset Research @matthew_sigel dropped some MAJOR alpha yesterday on @scottmelker show refuting the argument that CME
00:00
155K
Duncan
@FloodCapital
Jul 3, 2024
Lets go through some reasons to be bullish right now, I am currently long $ETH $SOL and $TON First lets do a quick review of the price action. BTC has been ranging between 57-74K for the past four months. It was generally correlated with equities up until the start of June then
121K
Duncan
@FloodCapital
Jun 27, 2024
Why the $ETH ETF is bullish, $SOL's tech vs $TON's distribution - what matters more? Just recorded a super high energy episode of the @Delphi_Digital Hivemind Podcast with @ceterispar1bus @3xliquidated @yeak__ lots of laughs and great discussion/debate!
00:00
131K
Duncan
@FloodCapital
Jul 5, 2024
Fairly confident the bottom is in here. $BTC ran the May low at 56.6K, destroying over $10B in open interest and is bouncing strongly. The biggest single day leverage wipe since FTX's collapse! This V recovery is exactly the type of reaction I want to see. If we get back into
Duncan
@FloodCapital
Jul 4, 2024
IMO the bottom is in or $BTC runs the lows at 56.6K before heading higher. Market structure is completely different from May 2021 there is very low odds we see 40Ks. Key Differences: 1) Market Leverage May 2021: Funding had been consistently 50-60% annualized on $BTC for
108K
Duncan
@FloodCapital
Jun 7, 2021
1/ Macro thesis on BTC & ETH During @UpOnlyTV with @CryptoCobain @ledgerstatus @Sicarious_ @mattysino, Matty and I got into a debate, I am writing this thread to clarify my Macro thesis. In my view the only way out of current debt levels is inflation = bullish for BTC & ETH.
Duncan
@FloodCapital
Jan 9, 2022
1/ The objective in crypto is to survive and outperform BTC & ETH. In my opinion this is accomplished through one thing, conviction. Thread on conviction and how I choose and invest in projects.
Duncan
@FloodCapital
Mar 17, 2025
1/ $HYPE could hit $50-100 given its position as crypto's dominant DEX and new high throughput L1. First lets discuss the DEX component: If Hyperliquid can maintain just a fraction of it's growth rate we could see it reach ~20% of Binance's volumes by the end of the year.
243K