It's possible that we have an alt season where good undervalued coins go up, and bad overvalued coins go down This is the market maturing and realising that a $10B instant valuation for a ghostchain with no mainnet is absurd There might be a lot more bad coins than good coins

it's not pasta. i tried something that i've never tried before, something that i obviously didn't fully understand. deposited my pepe and mog to exchange to use it as collateral for a long. i had 2x more margin balance than position size when entering the position, so i didn't think there would be any danger at all. never in the past 3 years have i used even 1.1 x leverage, thanks to my severe leverage ptsd. and the one time i use spot bags as collateral, we get the worst case scenario. not mad at all, i was always meant to lose that money. also, everything i ever wrote on twitter feels invalidated now. talked a lot about risk management and top signals, but messed it all up myself. just disregard everything i ever said. the funny thing is that i never used leverage for the past 3 years, and tweeted heavily against leverage, yet that's exactly what takes me out. i always tweeted from the bottom of my heart, not one paid shill, just an ape writing for himself and others. one thing i really liked is "it's not the car it's the driver". so either i'm a very shitty driver, or, even a good driver can make no mistake for years, then make one big mistake that costs his life

Believe in something. •⎳•

$ORDI hasn't been this oversold on the RSI since 2023 just before the 33x run-up. The last drop was a very strong capitulation, so as long as it holds, it will form a clear bottom to give traders the confidence to enter the market. {o}

AI-powered gaming. Who has BUILT it? $FAR @FarcanaOfficial And @Dizzaract gaming studio at the forefront in Abu Dhabi BIG MOVES

I have screened Top 500 coins by marketcap and check the chart ONE by ONE very carefully I can confidently say $ACH has the BEST HTF LONG SET UP OF ALL TIME RIGHT NOW in all of crypto Not memecoins, not anything else Just some undervalued utility coin sitting at 300M+ marketcap right now that deserved to be at 5B - 10B mcap in the next few months

Institutions are buying Banks are buying The Trumps are buying Retail is bearish. Does that make sense to you? While you sell your bags, Smart money is buying them. Do you understand?

Thoughts on where we are right now: The cycle is ongoing and it hasn't topped, but that probably doesn't help you. I really felt uncomfortable about the alt market and my exposure when the second Trump coin hit the timeline (Melania). It showed how little liquidity there really was, but also how on edge the alt market was, as the ensuing sell off said a lot. Yes, TRUMP landing also showed this, but I think people were undecided whether that was going to be a bullish catalyst for more retail flow, or that was a top signal. In hindsight, it was obvious, as always. The cohort of crypto natives that have been grinding away all cycle, and also round tripped a lot last cycle, were desperate to take profit in Q1. This is an overhang from the destruction witnessed last cycle. The PTSD is incredibly strong. It exists within myself as well. We had a combination of top signals: President of the United States launching a memecoin, Moonshot, Phantom and Coinbase all hitting top 5 in the app stores, endless AI agent vapour speedrunning to hundreds of millions/billions, Fartcoin 0-2.7B in two and a half months etc. I could list a lot more, alongside a lot of social signals, as more and more people thought they were going to quit their jobs and make millions trading memes. IRL signals were everywhere for me. Good news has been having less of an impact, and bad news/nothing burger events (Sacks speech) has been causing sell offs. Also telling signals. But, the main thing was we had a max attention event with the President of the United States launching a memecoin, following onchain silliness, which was then followed by a macro change. Tariffs and potential trade war news hit the timeline last week and I honestly think many crypto natives just said "yeah, see you later" and just relentlessly dumped alt bags. The traders then piled on top and it was the biggest liquidation event in $ terms the space has seen. This is funny, because BTC only hit 91k or so. BTC is going through it's own global adoption cycle right now, and alts are simply not, which became even more obvious. Uncertainty isn't good for markets, and it was unclear how many back and forth headlines would be coming as a result of Trump's unpredictable behaviour. The crypto native cohort already desperately wanted to sell, and the market forced their hand. Very few alts are not objectively overvalued, or have any chance of finding PMF, and the majority know that this cycle. We have a lot less new retail alt coin buyers this time around. They mostly came in again because of memecoins and 100k BTC headlines, and now find themselves utterly rekt yet again. We have been lacking the "tech investing" normie retail investor this cycle, which was much more prevalent in the prior two cycles. The "this is the future" type investor, as opposed to the "I wanna gamble on this memecoin/onchain alt with $50" type investor. So, where are we at? Predicting short term is so hard, but feels like we need time to repair the damage done to the alt coin market. It doesn't feel to me like people want to risk their hard earned gains from the last couple of years right now. I did think previously that we would extend more in Q1, and maybe we would have without the Trump family memecoins, but I feel more favourable alt coin conditions are pushed further out now, until looser monetary conditions, or some new spectacular catalyst appears. BTC.D does feel like it could march upwards to 65-70% with TradFi flows too, which is aided by Ethereum being crisis and no man's land. Things can always change quickly with new data and narratives, but this is how I felt just before we nuked, and I don't see any reason to change bias right now. Almost all alt charts have broken market structure, with a just a few still holding up, SOL is one of them + protocols that make revenue and some RWA stuff. There are also a lot of garbage backed VC coins that start unlocking soon, and all of those alts will go down further. I'm unsure if majors make new lows or not, as that liquidation event was quite something, but I do feel its likely we are going sideways and chopping for a while, which will send people that are already down bad kind of insane. I just don't see new retail investors coming in to buy your down bad bags. Everyone in the world has heard of crypto, and the industry still has an unfortunate scammy reputation. We don't have the magical new tech story this time around. This is the third major cycle for alts. I still feel the really strong alts will make new ATHs this year (stuff with PMF and growing adoption), and we will get more waves where people speculate on new alts and some old narratives will come back again. We will also get a bigger collapse in BTC.D at some point later in the year, but it won't be as big as in previous cycles imo. Use this period to revaluate your portfolio. Yesterday was yesterday, and you can only focus on today and the future. Let your losses and bad decisions go. Survive the chop and you will see better days. Gun to head, I think at best we have one to two months of chop for alts, at worst ummm... longer. Imo BTC legs up again end of month/next month. Could still have a bigger drop to come before then, which would be a great opportunity. I'm still a bull, albeit a defensive one, and I think the best days are ahead, especially for those concentrating in quality (very limited few coins + BTC), focused on fundamentals, and not risking their entire net worth on "greater fool theory" vapour. As always, open to other people's thoughts and opinions. I don't necessarily know anything more than anyone else, and am just trying to put it all together, and protect my gains and portfolio.

There is NOT a single top30 coin more bullish than HYPE in 2025, just open any of their charts against it and see: HYPE/ETH HYPE/SUI HYPE/LINK HYPE/DOGE HYPE/BTC HYPE/XRP HYPE/SOL HYPE/ADA HYPE/TRX (...) Also Hyperliquid is the only one with the REAL deflationary tokenomics