Whenever
@hufhaus9
& the team at
@pear_protocol
deem fit to give me access to the public beta. I’ll be shorting $arb and longing $btc on a multi-month timeframe
$TNSR is trading at the same valuation as $LooksRare & 6x lower than $BLUR, whilst averaging 3x as much fees over the last 30 days. New token & chart looks like this
$LMR is the project of my dreams. Mining the backbone of PoW and by proxy the entire Bitcoin ecosystem. But for them to commodity the compute power only a matter of time before they provide a meaningful AI training element. I have none but I will have much in the future
The NYC self immolater’s instagram is wild.
2019 normal and happy at a wedding
2020 outside the grocery store rubbing down carts with alcohol to stop the spread
2023 protesting bitcoin as a financial doomsday weapon
2024 self immolation
A victim of the times.
$NEON is good technology but I wonder if it’s too niche ? EVM to SVM capability feels almost too mid curve maybe I’m better off rotating into $ASTRO multi chain dex for four chains that will likely have liquidity wars?
@AP_Cryptonomics
You know what’s funny I was looking at nubcat then filtered by volume and saw $SC is doing 2x the volume. Definitely has a community that’s very visible sc > nub > lmeow. But all essentially fit the criteria
SCOOP:
@SECGov
bracing for major exodus among senior enforcement lawyers in its crypto assets and cyber unit, according to officials at major law firms who have seen several of the resumes.
@FoxBusiness
is withholding names to protect privacy; the moves suggest that the bleed of
We are extremely excited to announce that the protocol has received a grant from the
@arbitrum
Foundation!
The grant will specifically go towards audit costs and incentives for the upcoming launch of the Theseus Vault - built atop
@GMX_IO
Market (GM) pools. The vault is slated
Got shilled $MND at 2m, didn’t buy in until like 8m. But that aside this goes much higher only AI dapp that has a graphical interface that makes it easily digestible narrative. Think 100m happens….
$ORDS into price discovery didn’t grab during the accumulation but BRC20 halving as a possible catalyst. Miners will want eco system and therefore ordinals to do well probably rerates a lot higher.
List of stuff I need to buy will revisit and see how they’ve done and if I bought. Roughly split into verticals
BRC20/L2
$NAT
$ORDS
$SAVM
———-
Compute
$AKT
$RNDR
______
RWA
$ONDO
$GB
______
Misc
$PEAS
________
Stablecoins
$BTRFLY
$FXN
$CLEV
_______
AI
$TAOPAD
Bull case for $TAROT is pretty profound. Like it right alongside $RAM.
And don’t feel like fading $SCREAM despite lack of rev or governance, but sometimes you gotta roll the dice
Faded $RSTK thinking I was late smh.
Adding a better framework/heuristic for this , so won’t happen again in the future.
- No KOLs talking about it = early
- FDV below 10% of sector lead = early
- protocol age < 30 days = early
Live and you learn second 10x missed lately.
@Nyanni237
Just seen this
$DMT (L3 gaming)
$MOZ (AI yield aggregator)
BADKID NFT hoping this qualifies me for future celestia airdrops
$RAM (2mcap DEX 1bn cumulative VOL with great LP rewards)
$ASTRO (aggregate bet on cosmos eco growing as the multichain dex with most vol)
1/6 The Hub Needs to Create Momentum Now.
$ATOM has always been disconnected from the rest of crypto, it didn’t participate in the previous DEFI wave.
The largest contributor to this is the lack of an EVM tied to $ATOM and a lack of focus on EVM narratives from ATOM stakeholders.
$PREMIA I like because of the notion that as the market matures incumbents become more sophisticated and as such should seek more complex derivatives and thus options should see increased adoption and therefore $PREMIA revs should grow.
$NTRN and anything else in the cosmos system that’s cheaper than $LUNC is apretty obvious bid in my opinion have to atleast have a higher mcap than a dead scam token surely
I could write a thread on why this AI super cycle and our dePin/compute/AI coins will go higher for longer. But in short the whole world is longing this bubble with us $NVIDIA.
Also BTC/BRC-20 L2 is definitely going to be a thing at some point in the future so consider $STX & $MAP haven’t gotten exposure myself so far but will
As someone that’s been in crypto since cryptopia days, I’ve iteratively seen the tech improve cycle upon cycle. Teams like $RNDR & $AKT have built products with PMF in a vertical where demand is only scheduled to rise, as compute becomes commodities.
@CalfMoney
definitely the case, but still - $2b in 'extractable' liquidity? $5b?
divided by how many investors? 10,000? 100,000?
best case *maybe* the memecoin market can mint 5-10k millionaires
$PEAS decoupled form the market wide downturn. Only needs vol to work lots of volatility in the current market, Novel needs an allocation. Bull and bear proof
List of stuff I need to buy will revisit and see how they’ve done and if I bought. Roughly split into verticals
BRC20/L2
$NAT
$ORDS
$SAVM
———-
Compute
$AKT
$RNDR
______
RWA
$ONDO
$GB
______
Misc
$PEAS
________
Stablecoins
$BTRFLY
$FXN
$CLEV
_______
AI
$TAOPAD
[ƬЩӨ YΣΛЯ ᄃYᄃᄂΣ]
- halving in time, not price
search within the inkblots to find natures course of action of cycles
16 broad, set apart by quartiles
canis to sinae as reference to a great mountain, a past window of time of importance for our future state
2/4 - yr/quarters
Macro conditions are super conducive for BTC, financial repression FEDs only solution to the ever increasing government debt. Non commodity backed currencies will only continue to get weaker as commodities (especially digital ones) continue to appreciate. Dips are for buying.
Brother irregardless of election result this year we are getting massive amounts of civil unrest in the US. What do you think that does to the price of our orange digital government hedged coin?
It’s a little sub plot in all this, but civilian trust in governments all around the world is statistically at all time lows.
Imagine when they watch BTC and crypto do its thing while their government doesn’t let them buy it.
$OP and $ARB are ETH L2’s whilst I’m not bullish on the fragmentation of liquidity I do think they’ll catch bids in the near to medium terms Q1-2. $ARB has great tokens with good revenues see $GRAIL $RAM. $MOZ fits the AI narrative but need the revenues and metrics to catch up
One way to outperform this cycle is understanding this here and now. Web3 social/SocialFi in its simplest form is going to be market speculating on tokens that represent demagogues, cult figures, ideas....
$BITCOIN nuking and $BEN coin ripping on the fight results is indicative of a broader trend among market participants
Crypto meme coins are resolving into SocialFi attention markets. People are buying the coins they expect to maintain prominence
Really blows my mind these VCs
Paypal incentivizing pools, alongside $ALCX suggests we are at the beginning of what could be another CVX/CRV war. Looking at what beta I can buy to maximise upside. $BTRFLY $CLEV $FRAX all come to mind.
Return of Andre Cronje means a lot of his tokens will do well, have seen $SOLID has had great performance. Wouldn’t mind some $FTM beta but I’m pretty much all allocated but loads of charts looked bottomed.
@SweetcheeksReal
mentioned
@beethoven_x
as a standout. Listen to him
@ScizRtrading
think the latest set of earnings will be a beat given ordinals, brc20 activity. Even with the halving $16,000 base $BTC cost isn't that unattractive, waiting to see what they look like once markets bottomed out.
The introduction of LST yield powered by $CRV and you've got some decent catalsyts mid and long term. Chart looks ecent pretty good too. Need to research $PRISMA etc for some coins that might offer more upside
Put the work in get in tune with the market, stay in tune with the market. Got too fancy with the ordinals and bought a few tops on hyped collections. Would’ve been better buying ordi and ords at my levels gg
Watching $NEON rally has been instructive was in from $4 was one my most confident bets but couldn’t beat the fomo of being in more exciting markets that captured the current narrative. Luckily it worked out as I shipped into $BONK. But should’ve really reallocated
Every cycle we create abstractions that allow novel tech to multiply
- ETH token -> erc-20 standard -> a million tokens
- L2 idea -> Optimism -> aevo, base and other app-chains
- Dymension + celestia -> more roll-apps
Killer consumer use case has to be next right?
@chumbawamba22
I like your train of thought tbh, think world becomes increasingly multipolar AI won’t have the same effect around the world EMEA countries won’t change as much so maybe we see immigration? Entertainment and gambling to grow…