Blackrock has an onchain addy
We retards won, zoom out and don’t get shaken out, we won and the fun has only just started, oh and those big accounts who transitioned to T bills and macro larps at the bottom, we kept the receipts, respectfully fuck u
You missed BONK? There was TIA
You missed TIA? There was ORDI
You missed ORDI? There was OLAS
List can go on and on, cleanse your mind of what could have been and look to what might become, opportunities remain abundant
To put things in perspective it takes the average person roughly 50 years to make a million dollars
Don’t let anyone tell you this isn’t deserved, the mental toll crypto has taken on us will never be understood by outsiders
Job not finished
Ladies and gentlemen, thank you for playing
Biggest perp pnl day in my career, to god the glory, don’t forget who has bearish yesterday - erase them from your feed
Study the SEC fud post echo bubble
Study BTC only being down -20% from its highs at the time while alts even bigger ones like SOL fell -55%
Study Benjamin cohen and other BTC maxis calling for another -30% on ALT/BTC ratios like they are now
Time is a flat circle, bottom.
RWAs have found their leader
To visualize, the total mcap of RWA coins post Fink putting his neck on the line regarding tokenisation of assets is lower than Aptos's mcap
Markets are very slow in repricing, although aggressive when market has woken up
still asleep, patience
I hear a lot of talk of SOL being too “crowded”
Well most times in a bull market the more “crowded”trade is often the right trade (unless your ETH)
SOL to 500 next stop, that was the bottom and the hat stays on - 42$
Ted talk
If your 6 fig plus, your only job right now is to do be *spot* long good horses(blue chip memes/AI are some that come to mind) and simply do not sell until ETHBTC seems to have entered a new paradigm (it won’t) and most importantly don’t forget to sell the top
Your generational entries are generational, taking profit is a cardinal sin at the start of a bull market
I have married my bags, cautiously eying a divorce by late ‘24/‘25
People aren’t appreciating enough the amount of native capital that is sidelined on majors and predominantly alts after the summer massacre
Will again go back and reference the 25-30k BTC range, not only is it fractal chart wise it is also fractal contextually
Face melters⌛️
Unironically, my base bullish case on TIA completely now revolves around the fact that the co founder hacked the US government at the age of 16
Extremely bullish
Rant szn - narratives 101
To sniff narratives is not as hard as people make it to be, it is led by price and not the other way around - price moves and we attach rationale to it and this dosent work visa versa because you need price to reinforce beliefs
DOGE at 100bn mcap is written in the stars
Will reiterate, if you do not think this is the case you are bearish your own memes - DOGE to 100bn will usher in more “greater fools” than we’ve ever seen before
Total memecoin mcap 500bn at the top, preordained
JTO thesis
About 60% of all SOL in circulation is staked, in other words - 20bn$ of staked SOL
Less than 3% of that SOL is liquid
Wealth affect of prices going up means the casinos aroma is enticing as ever, people may not know it yet but they don’t want their SOL to sit idly
CT never changes
Majority faded the top call in ‘22, the FTX bottom call and now the buy the dip call
When someone with his track record and only tweets super high conviction calls, you have one job - do not fade the greatest trader of the last decade
Higher low on (most) alts, lower low on BTC and that’ll be the bottom
Every significant bottom has gone the same way with alts nuking while majors hold up, then majors follow and alts manage to not nuke to new lows again, hoping we see similar structure soon
The meme cleansing is very bullish for names that established themselves as leaders of this cycle, ridding ourselves of the giga dilution, most altcoins won’t make new ATHs although I think the meme “winners” of this cycle are rather obvious bets for cycle higher highs
I have nothing left to say on here except stay optimistic, pessimism has never won if you widen your time horizon, stick around, a famous shoebill recently said “ the future is so bright” i tend to believe him
To the people who think cycle is over, this meme is appropriate
Ted talk;
My two largest bets for the next 6-9 months
ALT and DYM, will spare you fundamentally why I think they are great as it of very little importance and as we know reflexivity means numba up tek better
Over fantasising over your ATH NW, what you would have done if you were all in cash, how much better off you would have been etc etc, is a sickness
Heal, only the present is in our control to maybe have a better future, the rest does not exist
Last 2 days were the largest drawdowns for majority of alts since the start of the new uptrend, I’m of the belief we are entering the second wave of the bull market, I’ve started building large swing positions
-ETH SOL DOGE PEPE ENS ZRO WIF MEW
Target - ♾️
Build solid relationships with genuine people, try best you can to be useful and that’s all the alpha you need, would be no where near this far on my journey without being surrounded by people I’m blessed to call friends
Don’t lone Wolf it, long and lonely road that is
Your biggest win in the next 6-12 months is not on your radar
I worry often about not knowing what’s the next TIA/ONDO/WIF-PEPE
Then Im reminded I didn’t know at the time when I played them that they would go up as much as they did, just have to stay alert and hungry
I’ve been seeing a lot of tweets that if you are sub 6 figs it’s extremely difficult to get anywhere in crypto as market is more saturated than last cycle, Although a certain alt account disagrees
Surround yourself with smart people and anything is possible
-ZRO; breath of fresh air
-ZK; lead the inevitable L2 rebound
-MKR; new Blackrock sweetheart
-LDO; most profitable protocol mispriced by nonsensical fud in bad market conditions
Lock in
MEW is something we haven’t seen in a long time
You have animal sprits, kabal, a Korean favourite, and whole of Ct rallying behind it type coin
Yea 1 billy, get to work mafia
For instance ETH seems to be a overowned asset as people believe hence the underperformance, although it is until tomorrow completely unowned by trad money
Tldr we won’t need your money to push it anymore, similar to BTC when we have fink as our quarterback
The great thing about the eth etf that people are overlooking, is natives are in 2 camps
Camp 1; the already allocated
Camp 2; the no reason to buy eth over Sol
With tradfi, we no longer need native money to really push it, it’ll be more methodical flows
$RUNE is up 70%+ in the past 30 days.
Is it too late to buy ? Are you going to get dumped on ??
Let's talk about it.
Over the past 2 years, it's been down only season. $RUNE crashed in price during the bear, and just as people were losing hope... something BIG happened.
A new
Every coin will have its day, biggest mistakes I did last cycle was rotating to an already fast horse thinking my coin will never pump, every coin will pump, every narrative will have its season
Very few people get lucky enough to play all seasons and all fast horses
Middle class decimating and only hope for many is to hyper gamble their way out of financial oppression, what more liquid, accessible, inclusive is there in the world besides crypto
So much higher, ETH is not even at 5k let that sink in for a moment
Next 1-3 months, coins in the middle will net more than one on the left and one on the right, negative sentiment surrounding ETH continues to worse and mean rev is on the horizon
Positioned accordingly, Q4 seasonality has never been great for ETHBTC excluding ‘21
Random tweet
3 years in crypto, I’ve found that friends I consider brothers I’ve met on the internet trading shitcoins are more solid and genuine than those I’ve known for many years “irl”
As humans we grow and slowly we must cut the snakes out the grass
Target predictions for these-intermediate timeframe
ETH - 5k
ZRO- 8$
WIF - 10$
NEAR - 10$
MEW - 1bn mcap
Will be flushes along the way so be wary of that, but the trend has clearly shifted on alts and it has only just begun
Same people who thought mid 30k wasn’t possible last week now calling for 20-25k
You think Larry fink went to bat for a BTC etf only for price to halve post launch?
However hard it may be, your peak NW quite literally does not exist so better treat it as if it never existed
You’ll find yourself much more content that you get to wake up and try to make money on magic internet coins with what you have
If your feeling underweight in AI coins, just careful rotating because of feeling FOMO, you are unlikely to catch every single “hot” narrative of the week/month and rotate out at the exact moment that narrative takes a pause(they always do)
Remember, all the coins will pump
If you haven’t in a while, make sure to call you parents and check up on them, nothing more valuable in this world then those who brought you into it by the will of god
Old news pumping price is always a great signal, usually means market has been looking for any reason to go up no matter how insignificant the news actually is
(Insert GCR tweet)
Thinking rationally in a market where most participants are irrational is detrimental, the market is a live organism of collective mindshare, don’t go against the herd and try to be the hero, being contrarian only pays off at inflection points
Study soros
Can’t believe they letting you bid these alts at cheap prices again
Literally all you have to do in a bull market (yes it’s still a bull market incase you forgot) is bid when shit looks terrible sell when they look too great and don’t get liquidated
That simple
Either most of you guys are in a coma or are sidelined, where is the excitement, euphoria, slight wagmi spirit
My TL has been dead for weeks, you bros good?
Full transparency
Was balls deep in an eth perp long and did not expect a move of the severity, I was under the notion the ETHE unwind wouldn’t be as big a deal with reflexivity in affect - I was wrong
Although one thing I know for now, SOL>ETH for month(s) to come
Full ported ZRO, in a choppy illiquid environment with very high odds of giga bottoms I like being in the dispersed coins, remember how TIA would run so random completely dispersed and people hadn’t noticed until it pulled a 3x, founder has personality too, always a plus
Going to play video games I haven’t in years, binge shows I haven’t watched In years and touch grass I also haven’t touched in years
See you all post halving when market can go up again, stay safe
He did it again, for the new entrants I get fading a random anon on a niche part of the internet but if your familiar with lore can’t understand why you’d the greatest to ever do it with receipts
*insert bell curve meme*