Connection Capital @Connectioncapit

Institutional-grade speculation by @dankrupk https://t.co/lFrpF1G4cJ substack.com/@dankrupka Joined April 2026

Tweets

48
Followers

66
Following

1
Likes

23

Connection Capital @Connectioncapit

2 hours ago

Alpha #4 Update: Circle (CRCL) And Plasma (XPL) Link in bio

0 1 3 75 0

View Details

Connection Capital @Connectioncapit

6 hours ago

Two days ago Connection Capital flagged Velo3D (VELO) as a potential high beta play on the SpaceX IPO and allocated to it. VELO is up roughly 2x since that time. Perhaps posting about this will be a local top signal!

0 1 4 152 0

View Details

Connection Capital @Connectioncapit

3 days ago

Connection Capital believes that Velo3D (VELO) is the best way to play the SpaceX IPO (and beyond), and has made a sizeable allocation to VELO. Read why here: connectioncapit.substack.com/p/alpha-6-velo…

1 0 6 536 0

View Details

Connection Capital @Connectioncapit

4 days ago

USD/JPY is likely headed to 180 in the near future. You already know why...

0 1 3 195 0

View Details

Connection Capital @Connectioncapit

5 days ago

And this is why Connection Capital is allocating heavily in psychedelic stocks. More info in bio

0 1 3 187 0

View Details

Connection Capital @Connectioncapit

a week ago

Connection #5: The Return Of The Metaverse, GameFi, SocialFi, NFTs, Etc. Full article in bio

0 1 2 199 0

View Details

Connection Capital @Connectioncapit

2 weeks ago

The UK recently sanctioned HTX, which was actively used by Justin Sun to move money around. Now the crypto market is wobbly and USDT is slightly off-peg. This is not a coincidence. Tron is the #2 blockchain by USDT supply. In turn, Tron is allegedly controlled by Justin Sun. If Justin is no longer able to move money around as freely because of the HTX sanctions, TRX could be at risk. Some of you might recall Tether had introduced an emergency liquidity migration tool in March 2024, just two weeks after Circle discontinued USDT support (which happened after US regulatory scrutiny). To refresh your memory, the emergency liquidity migration tool allows USDT holders on chains experiencing issues to migrate their USDT to functional chains. An escape hatch if Tron ever goes down?

0 1 2 255 0

View Details

Connection Capital @Connectioncapit

2 weeks ago

Connection #4: Native Tokenized RWAs. Full article in bio

0 1 2 251 0

View Details

Connection Capital @Connectioncapit

2 weeks ago

As the weather has been warming up, discussions around climate change have increased, but nobody is addressing the elephant in the room: over 50 countries are actively modifying the weather. Surely this is affecting the climate in some way?

0 1 3 172 1

View Details

Dan Krupka @dankrupk

3 weeks ago

Today I published my macro magnum opus: The Global Demographic Cycle. Link in bio (my personal Substack)

1 1 5 205 1

View Details

Connection Capital @Connectioncapit

3 weeks ago

History is rhyming. When the US dollar strengthens, countries come begging to institutions like the IMF and World Bank for USD. They are given this USD with strings attached, and the US gains more influence.

0 0 1 66 0

View Details

Connection Capital @Connectioncapit

3 weeks ago

Friendly reminder that whales transferring crypto to exchanges does not mean that this crypto is being sold right away. In fact, whales tend to transfer crypto to exchanges prior to pumps, and then gradually sell to retail when they FOMO in to said pump.

Lookonchain @lookonchain

3 weeks ago

Trump Media just sold 2,650 $BTC($205M)? Trump Media bought 11,542 $BTC($1.37B) at an average cost of $118,522. 4 months ago, they transferred out 2,000 $BTC($175M) at $87,378. An hour ago, they deposited another 2,650 $BTC($205M) into Crypto.com. Trump Media is

124 110 849 614K 147

0 1 3 186 0

View Details

Connection Capital @Connectioncapit

3 weeks ago

Oil prices (USOIL) are about to break down, and they will if the US and Iran reach a deal in the next day or two.

0 1 2 193 0

View Details

Connection Capital @Connectioncapit

3 weeks ago

Now that Warsh is in, the most important thing to watch is the Fed swap lines.

0 0 0 47 0

View Details

Connection Capital @Connectioncapit

3 weeks ago

Microsoft, Uber, and other companies are now reportedly starting to REDUCE their internal AI usage because it's simply too expensive.

0 0 0 38 0

View Details

Connection Capital @Connectioncapit

3 weeks ago

Pictures are worth a thousand words, and this chart is worth a few trillion. Why are so many young people speculating so much in the markets? Because their purchasing power relative to major indices like the S&P500 has fallen by more than 80% over the last 40 years, and continues to fall. This means that slowly investing money over time will not work to build wealth like it did for older generations. Unless you already have lots of money, your only option to grow your wealth is to speculate.