Pepper
@ZeMirch
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holy shit take profit
this is the hottest we’ve been since the last pico top
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if ansem is this retarded about celeb scams imagine how retarded his takes on the fundamentals of blockchain are
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this is what all-in TIA does to a mf
If you’re young, get a job.
The goal is to make generational wealth AND grow as a person. You learn a lot just being around high functioning coworkers.
You don’t become well adjusted by sitting in your windowless apartment in degenerate group chats every day.
Get a job.
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ethereum has (far) better technical infrastructure than BTC and (far) better economics than SOL
you will start believing when price starts going up
it's really that simple
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This year in
@CyberKongz
we:
- minted
@BoredApeYC
- minted
@coolcatsnft
- loaded up on
@AxieInfinity
before the hype
- minted
@lootproject
for free
- minted
@gen_dot_art
in bulk
- minted
@AnonymiceNFT
for free
- loaded up on
@TheSandboxGame
before the hype
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don't perp trade APT, the market is a mirage designed to liquidate you
1. buy spot, load up a pontem/maritan/petra wallet
2. stake APT into
@AmnisFinance
, stake the collateral token into
@AriesMarkets
3. stake 10+ APT with jump on liquidswap
@PontemNetwork
4. buy an NFT from
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most of CT is absolutely horrific at trading so let me spell this out
- if approval & sell the news, eth is a buy
- if approval & pump, it will retrace and eth is a buy
- if rejection, eth is a buy
- if btc dumps, eth is a buy
just sit in spot if you didn’t catch 3.1k long
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GCR’s call was good, alts never went lower and he probably convinced a bunch of retards to not capitulate into the lows
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sober thoughts cont’d
keeping money vs making money, two different skills
this is how ive been thinking about the former:
- panic early
- understand that your size is size, when the market goes down your 80% ath net worth is a fortune in altcoins
- don’t try to make it all
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here’s my working theory about LZO
- team had zero plans to airdrop initially
- TIA success/bull mkt made them flip
- insiders realized they hadn’t sybil’d but everyone else had
- delayed launch significantly to buy time for them to sybil
i think one of their tricks is to
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thought exercise:
if everyone in the industry is allocated to memecoins
(VCs memecoin hackathons, news outlets launching memecoins, skeptics are in)
who is the marginal buyer
There's a very interesting conversation between Messi and Ansem on here from a few days ago you should study
Memecoin/KOL meta reaching saturation
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you guys ever notice mert sounds more and more like sbf every passing day
2) When I die, I want my gravestone to say: "I came up with MegaSerum."
Why? Because I think it's really fucking cute.
MegaSerum (MSRM) is one million Serum (SRM) stacked together. You get all the benefits of having 1m SRM, and then a bit more.
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literally every technical indicator says buy lmao
if bonds can stop being so hawkish this bounce could get silly
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why should i buy sol ever again
btc has larry fink bid
eth is getting larry fink bid
every other alt has way more upside
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I’m bullish on
@GalaxyFight_NFT
and it’s very simple to see why I believe they’re on track to be the next breakout P2E success after
@AxieInfinity
🧵
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i think it’s pretty funny that the mt gox unlocks that we’re so afraid of is about the same size as the supply SOL unlocks per year
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i have never seen so much excitement over an aggregator
defillama built the best aggregator in a cave with a box of scraps
i do not expect insiders to believe in this coin like you guys do
Over the past few months, Jupiter is doing:
- ~1M in weekly fees
- ~5B in weekly volumes
For refe:
- Coinbase weekly trading vol of 5.8B in Q3 '23
- UNI doing ~7B in weekly vol on ETH L1
Within the year, Jupiter trading volume + fees will prob be a magnitude higher
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As promised, here's my 2022 outperform shopping list and my 2022 thesis.
Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.
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GCR's tweet means one thing
survive
get a job, sell feet pics, sleep with that older woman
whatever it takes
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imo this move sheds light on what the Fed's plan is moving fwd
layman explanation below:
THE US TREASURY HAS ASKED MAJOR BANKS WHETHER IT SHOULD BUY BACK SOME US GOVERNMENT BONDS IN ORDER TO IMPROVE MARKET LIQUIDITY.
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market can’t go up until this stops
Dog coins are normie friendly and volume is hypercharged on Solana making CEX listings much more probable.
If $WIF is the new Doge then $BILLY is the new ShibaInu.
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I went back in time and looked at when
@CyberKongz
first announced breeding (back in March '21)
Innovation is always met with skepticism, but innovators march on anyways
!ooh
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Arbitrum seems to be a good indicator that successful dapps will onboard users, not the other way around
metrics growing well without token incentives, an on-chain product that’s producing non-ponzi yield
just make good dapps, it’s not rocket science
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billy reminds me of joe, shilled so much i think it’s huge but then i check and its like 50m mcap
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about gcr, in 2022 i read all of his tweets to get better at trading
one thing i noticed was how often he would short or call local tops
maybe being a hyper bull isn’t the way to make money in an industry where 99% of coins are preordained for 0
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the biggest risk to Ethereum is whoever the fuck is coming up with these token schemes
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ok so if ive got this right
our upside is 100k
downside is 62-65
black swan is 57
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basically every time i stuck around bad conditions i ended up being happy i did
same thing will happen this time
onchain summer is coming
About 9 tweets on my feed telling everyone to log off for a while.
Y’all do what you want.
I’ll be here grinding regardless of conditions.
There’s always opportunity to grow, learn and gain experience.
You log off.
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sol etf longers are saying eth is screwed because we keep shitting on sol
shut up bitch
we have a larry fink, you have a caitlyn jenner
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GCR hands out free trades with an absurd hit rate, including a top call and pleas to move off exchanges
NPCs: "yeah but what if he's really a grifter?"
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listen guys
your tweets are cute
but ct has never ever called a top or bottom correctly
and ct is calling a top right now
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while we seem to have found (at least temporary) footing here and many alts look good to bounce, i don’t think we get an “alt szn”
for alts to run we need constant $ inflow to fuel the ponzi however
- etfs have negative flows
- market still has a lot of overhead supply to
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uni fee switch means base is definitely going to launch a token
arbitrum level airdrop imo
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- stock market also reflects similarly (few stocks generating bulk of returns)
- haven’t had cuts & QE
it’s literally so early but everyone is in such a rush to make it all back *right now*
marathon not a sprint
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@spacepixel
thats the base fee
the priority fees are what causes the fees to explode
it's an elastic dynamic
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why do people keep saying “the chop will continue” as far as I can tell 99% of coins have been going straight down
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interesting activity in the orderbooks
would be a shame if ct decided to touch grass and sell vol then price went up
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rug ai from
@Crypto_Joe10
has saved me from getting rugged like three times today
@ChainEDGE_io
+ rug ai is like a cheatcode
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playbook
1. btc bounces a bit
2. everyone longs alts as a catchup trade
3. btc goes down
4. everyone gets liquidated again
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the TL has been in shambles all day
starting to look like a very constructive setup
i believe we have bottomed
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imagine ethbtc goes up but eth is just flat and btc is crashing and you make no money
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a bunch of accounts who said eth is dead forever are now very quietly shilling eth
retardio
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I’ve been long wif because if eth etf denied sol goes up a lot therefore wif goes up a lot
if approved we start making stupid amounts of money and wif goes up a lot
either way wif goes up a lot by end of cycle
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so far TOTAL3 has fallen 30%
in jan 2021 TOTAL3 fell 33%
in aug 2017 TOTAL3 fell 50%
this is honestly a pretty typical correction so far
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ok so i think we’re going to get another crazy alt szn and i also don’t think we’ve bottomed yet
its crazy but you can hold different views on different timeframes
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Cyberkongz genesis
$0 -> $750k -> $14k
they were yielding $1,250 per day at the top not counting the WLs you’d get
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are we just going to collectively ignore this slow bleed
i don’t know a single person who is still short
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actually an interesting case to be made for this being the bottom (alts not dumping w btc) but also an interesting case to be made that we are going to die (below 64k)
i think we’ll find out very soon
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