I lost 90% of my net worth due to greed during the last bull run.
1.5 years later I am sitting at portfolio ATH.
Let me share with you 5 tips I wish I would have known back then 🥂
In July 2022,
@0xPolygonLabs
,
@zkSync
&
@Scroll_ZKP
started a race for the best zkEVM
After a $1 billion funding, Polygon will release zkEVM in 3 days
With
@expctchaos
we wrote the most comprehensive guide on
@0xPolygon
for what is set to be next bull run's biggest narrative 🧵
It’s well known that projects launching and performing in the bear market will crush the next bull market.
Let me present 10 of the strongest projects I found in this bear market 🥂
(Under $50M market cap)
To create generational wealth in crypto you need to access the right information at the right time!
But it’s easy to get overwhelmed 🤕
After spending thousands of hours on Twitter, I created 9 lists filled with 60+ chads that cover the whole industry (steal them for free) 🥂
Crypto is a game of information. Insider = $
Don’t wait for your fav influencer to shill the potential next 100x and start finding them by yourself.
In this thread, I will present another top 10 tools to find early projects 🥂
Crypto chad Masterclass
#2
You want to become an Alpha hunter ?
Bear markets are made for learning and spotting gems. In this thread I will give you my top 10 tools to find early projects 🥂
Crypto chad Masterclass
#1
I believe that knowledge is made to be shared and not kept between a few persons.
Let me share what I learned over the past 6 years in the crypto industry and wished to know when I started.
From retail to chad 🥂
A few wallets holding $PEPE went from 500$ to more than $3.78M (7500x) in 5 days.
What if I told you that those wallets are in relation and might nuke the market if they sell their holdings?
An on-chain investigation using
@bubblemaps
🧵
Eigen Layer will be the biggest narrative of 2024 🥂
If you missed out on LSDfi, L1, and L2 narratives, you still have a chance to catch the Restaking.
Here are 16 important Restaking projects building on top of Eigen Layer for 2024 👇🧵
It’s well known that the highest multiples are made with projects spotted in their early phases.
Here is my top 8 unreleased projects that have the potential to 10 - 100x over the next bull run 🥂
Before investing you should identify which type of investment you’re doing:
- Degen/ gamble
- Mid term/ Narrative
- Solid / Long term
Based on the investment you’re doing, your TP zones will be different, to do so, there are many strategies.
8/
I spent the 2 last years analyzing projects and conducting due diligences.
Learn how to DYOR with this model covering the top 15 most important points to look at 🥂
Crypto chad Masterclass
#7
Investing in projects during the bear market is the easiest way to get 10-50-100x 🥂
Here are 9 projects that stood out during the bear market that I am constantly accumulating 👇
The easiest way to earn money is to take advantage of market inefficiencies.
Buying when a project is undervalued and selling when it’s overvalued 🥂
Let me show you how to find undervalued projects with
@tokenterminal
🧵
Finding alphas on Twitter is the basis for being a crypto investor.
But most people follow the wrong persons and get distracted by noise.
Here are 10 accounts that will provide you exceptional value 🧵
I’m done with Metamask.
I can’t believe the user interface and experience they provide will onboard the next 1 billion users
In my quest to find the next gen of wallets, I found one that stands out from the crowd 🧵
It happened to me, in 2021 I did a 60x on an investment and did not take 1 $ of profits as I was 100% sure it was going to go higher.
Result?
-99%
Don’t be like the old me, and set up exit plan before entering a project.
7/
I spent 100+ hours on Twitter scrolling and searching for the best accounts 🔍
It’s well known that smaller accounts share the most alphas 🥂
Here is my secret list of accounts under 10k followers so you can get maximum alpha 🧵
I use a part of the profits generated with the 2 last portfolios to DCA in Blue chip assets with portfolio 1.
Profits should rotate to strong and safe projects, not the opposite.
5/
Your ability to create wealth will be based on your ability to filter information
Filtering twitter noise is the easiest way to 10x your efficiency, alpha and gains🥂
After spending 2 year + on twitter, I created 9 lists filled with 96 chads that I read everyday (steal them) 🧵
Since then, I use 3 portfolios:
- 1 Long-term with blue chip assets that are held on cold wallet out of exchanges and MM
- 1 Mid-term joined with altcoins that I use with MM to invest and follow trends/narratives.
- 1 For low-leverage trading
4/
If you’re reading this now you probably have a great mindset and didn’t quit when prices dropped.
In bear markets we build skills & knowledge and we harvest during bulls.
I’ve yet to see someone working hard on himself saying it hasn’t paid during the bull.
32/
Over the past years, VCs invested more than $3B in L2 scaling solutions 🥂
I made a list of the top L2s so you can be prepared for what is set to be the next bull run’s main narrative.
Let’s find out who they are 👇
An in-depth research article on
@zkSync
Zero Knowledge rollups are one of the major incoming narratives, and
#zkSync
is among the most awaited.
Take a seat and enjoy the read 🧵
In the midst of this bullish wave, let's take a trip down some of the best moments of this bear market
From lows to lower lows, it's time for some nostalgia ✨
I'll go first ⬇️
With Bitcoin breaking $72,000 and All Time Highs, this bull run will be the 3rd one of my life. 🥂
Let me share 30 things I learned and wished I knew earlier.
1. "Those who do not manage their risk will have the market manage it for them"
2. Bet on teams and execution, they
Last bull run was the most profitable for me, even tho I haven’t made millions, the amount of money was life-changing.
Due to greed, my TP/SL were horrible which led me to lose 90% of my wealth when BTC did 60k → 30k due to overleverage.
1/
1⃣ No framework
I realized that a majority of us are here to make money but don’t know what we’re doing.
Selling a blue chip to invest in a shitcoin or adding to a margin call.
3/
Every Twitter user agrees to say it’s THE place to find crypto Alphas.
However, it’s impossible to keep up with all the content shared 🤯
Here are 5 new Notion pages that gathered the alphas FOR YOU 🥂
So anon, you’re gambling and hoping for the next 100x on meme coins?
What about focusing on fundamentals and targeting highly possible 100x?
Copy how thousands of persons made generational wealth in the last bull run 🧵
2⃣ Greed
The most common issue is to never TP and SL, people had crazy unrealized gains at the market top and never took profits.
But why is it happening?
Mainly because we don’t have a specific plan before purchasing a token, and just go with the flow.
6/
A proposal from
@BitDAO_Official
has recently passed to merge its treasury ($2.5B) with
@0xMantle
, becoming the most capitalized L2 on the market.
Is this Mantle’s endgame?
Let’s discover it through the most comprehensive thread on Mantle 🧵
Analyzing on-chain transactions is now mandatory to avoid rugs and make it.
But most of the tools are reserved for on-chain wizards.
Let me show you how
@bubblemaps
allowed everyone to catch
@a16z
, the biggest and smartest crypto VC, manipulating Uniswap’s governance 🥂
How to make it as an intern:
✅ Open 100x long on $BTC
✅ Tweet that Blackrock ETF got approved
✅ TP and short it once it's proven to be false
✅ Edit tweet to "reportedly"
✅ Delete tweet
✅ Retire
Crypto is all about narratives and trends, follow the right ones and you’ll crush the market 🥂
Instead of burning yourself and trying to catch all of them (meme, AI, gambling, …), you should focus on the high-potential ones.
If you’re interested in sustainable narratives… 🧵
Remember during the last bull run when everyone was calling $BTC to 100k? $ETH to 10k?
When CT was full of luxury watches and cars?
When crypto-related apps were 1st on apple/google store?
Those were the TP signal.
13/
Note to self:
Next bull run, pay close attention to other crypto people's spending habits
The moment you see them flexing new luxury cars and watches on your timeline, start taking profits aggressively
The absolute top signal is when they start gifting those things to others
It’s important to understand how this game works, no one “makes” money, you just take it from someone else.
Trading & investment is a PvP game, a coin pump because someone else is buying it, contrary when it dumps.
So you ultimately want to become better than the others
16/
A great TP signal for shitcoins and narratives is when Twitter shill becomes massive & made by large accounts.
Don’t get used as exit liquidity, I already gave you many tools to frontrun them
If everyone knows about the alpha then there is no alpha
10/
Crypto is a game of information. Insider = $
Don’t wait for your fav influencer to shill the potential next 100x and start finding them by yourself.
In this thread, I will present another top 10 tools to find early projects 🥂
Crypto chad Masterclass
#2
Are you wondering how some are having portfolio All-Time Highs in the midst of a bear market?
The secret key is anticipating narratives 🥂
Here is my secret list of 10 accounts to follow and front-run narratives 🧵
Your network is your net worth.
Have you ever noticed that certain individuals always seem to be among the first to have access to alpha information and protocols?
They all have a large network.
Here are 5 tips to network in crypto 🥂
Crypto chad Masterclass
#4
OTC groups pricing $ARB ~ 1.3$ ($13B FDV) as if markets were rational, while it's the most anticipated airdrop on the most hyped chain in the crypto history.
As an example, the previous most anticipated airdrop was $UNI and reached ~$10B FDV at launch.
I think no one is ready🥂
Blackrock fills application for a crypto ETF while the SEC is taking everyone to the court 🤔
I will use this market manipulation to continue accumulating coins with upcoming catalysts and strong fundamentals.
Here are 5 low caps I am accumulating 🧵
Relying on Motivation to achieve your objectives will lead you to failure 95% of the time.
This applies to general life as well as crypto.
4 tips to step up your discipline and stand out from the average 👇
There is a new narrative currently flying under the radar around Concentrated Liquidity management and structured products.
I expect it to explode in the upcoming months, namely the Liquid Providing Derivatives (LPDfi)
LPDfi is a new narrative that comes after LSDfi.
Similar to
In my last crypto bull run I turned $10,000 into $1,426,969 (142x).
I then rode it back down to $75,000.
Here are the 7 crucial tips I wish I had known back then (steal them)
1/ 🧵
The opposite is the same for buying, FTX post-crash was the absolute example, remember when everyone was calling for $BTC to 15k or 10k?
ETH to 700$ during the Luna crash?
It never happened.
14/
Lessons for the last Bull
#3
🥂
Cryptos are a high-paced cyclic market where you want to enter in market lows and exit in market tops.
But how to notice market tops?
It remains quite hard as during bull periods, cryptos get irrational and grow to numbers that are
As 2022 comes to an end and the bear market persists, now is the perfect opportunity to discover hidden gems and early protocols.
Here is another top 10 research tools for finding valuable alpha information in the ecosystem. 🥂
Crypto Chad Masterclass
#3
One important metric showing that we're currently deep in the bear market is how projects and investors are running out of cash and runway.
More and more projects cutting their workforce/shutting down while investors capitulate.
While this sounds unfortunate, it's actually
We all know that the highest returns are made with unreleased projects in their early phases.
Here are my top 6 unreleased projects that have the potential to 20-100x in 2024 and the upcoming bull run 🥂
There are more than 3 billion gamers in the world, while only a fraction are in the crypto industry.
A project is leveraging one of the biggest platforms and communities to bring gamers to crypto (200M+ monthly users)
And they're growing at an extremely fast pace 🧵
The L2 endgame is Live 💎
With more than 6 months of testnet and a $3,6B treasury ready to be deployed for ecosystem development,
@0xMantle
just launched its mainnet!
Here is why Mantle is one of my biggest bets… 🧵
Solid projects have loose TP as we are relatively low in prices, letting a large potential growth until the next bull run.
Each decision depends on the valuation and pumpamentals a project has and is subject to modifications regarding upcoming catalysts.
9/
10k followers! (or 13 😅)
Thank you so much for joining and supporting me on this journey, your support is absolutely amazing and keeps me inspired 🫶
This incredible ride has just started! 🥂
Markets become irrational and this is exactly at those periods that savvy traders are generating the major profits.
Remember when $ETH dropped to $80 due to covid?
Seems that max fear was a great buy.
15/
Arbitrum launching the $ARB airdrop 4 days prior to Polygon zkEVM launch isn't a coincidence.
They will now have serious L2 competition 👀
Instead of focusing on chasing airdrops now, why not analyzing how Polygon ecosystem and ZK projects will benefit from this breakthrough?
So you're selling your $USDC anon?
Don't you think that the Coinbase/Circle/Blackrock etc cartel can't cover the loss/raise some funds?
This is very different from UST.
Comfy with the positions I took 🤗
When the market goes up-only, people get overconfident since investments are successful, unfortunately, they think that whatever's happening now is gonna continue to happen into the future.
Better known as the hot hand fallacy.
12/
If the project is losing credibility, does not respect deadlines, or ships poor products, cut the losses and move on to something else.
There are thousands of projects on the market.
18/
What if we could unify $90 Billions of DeFi liquidity?
Elon Musk once said “I will ape all my net worth in the protocol that successfully unifies DeFi liquidity”
Look Elon,
@Entanglefi
is on the path to becoming the go-to place for liquidity, yield and omnichain farming 🧵
.
@0xMantle
, my biggest L2 bet, just launched its $mETH Liquid Staking Protocol.
With over $274M worth of $ETH already staked, the Mantle seazon is here 🥂
Curious to know what the $2.4B treasury chain is cooking aside of meth and how to position yourself? 🧵
Token Launch and catalysts watchlist for January:
2024 is starting well with
@dymension
airdrop, BTC reaching $45K and ETH $2.4k.
Here are the other plays I will closely follow this month:
🔹
@MerchantMoe_xyz
- $MOE a subsidiary project built by
@TraderJoe_xyz
exclusively for
Lessons from the last bull run
#1
🥂
Having frameworks and multiple portfolios will save you.
Let’s be honest, most of us initially entered the industry with the hope of making money. The major problem is that we rarely have a plan.
“Yeah I want to become rich with cryptos”
Lessons from the last bull
#2
🥂
Bull markets are easier than bears to create unrealized gains but much harder to make realized gains.
What does it mean?
During a bear market you will rarely make huge multiples on projects, thus unrealized gains due to the market being down
Looks like the DeFi blue chips projects are going Viral!
I spent hours researching new projects and found this gem flying under the radar for more than a year now 🧐
Yet it combines the best of those blue chips projects 🥂
A 🧵
Token launch watchlist for November:
The market is back to green mode and November will be a month hosting a few interesting launchs.
Here are the ones that I will closely follow:
🔹
@goodentrylabs
- $GOOD public sale will start on 27th at $10m fdv raising $1.5m being one of
The LPDfi narrative is currently flying under the radar whilst it's for me the most promising innovation since LSDfi.
Want to discover a hidden gem before the narrative takes off?
A 🧵
.
@0xMantle
TVL is skyrocketing and you’re looking for a few projects on the chain? 👀
Here are some I am closely following 👇
▫️
@FusionX_Finance
- Native Concentrated Liquidity AMM, perp Dex and LSD products
▫️
@ReaxFinance
- Synthetic Asset trading with cross chain and
The Mantle ecosystem is in full expansion, and you know what?
95% of their $200M ecosystem fund has to be deployed.
Discover the first native money market that is set to capture a major part of it ( + point system + airdrop + you're early)
A 🧵
You can sell a token before it gets listed on Binance, but at the time it was the best decision.
AA can lose against 72 while going all-in, but in the long term you will be winning.
This is why you should execute a plan with solid fundamentals
22/
I spent the 2 last years analyzing projects and conducting due diligences.
Learn how to DYOR with this model covering the top 15 most important points to look at 🥂
Crypto chad Masterclass
#7
Regarding Stop loss, I wouldn’t set some regarding the market prices we currently have, if you invest in projects that you conducted Due Diligence and that are respecting their roadmap and engagement, why SL during a shakeout?
17/
Are you wondering if you should migrate from Metamask?
I used Rabby for more than a month and will never come back to Metamask.
Here is the recap of my experience 🧵
There is a narrative flying under the radar for months now, and I genuinely believe it will explode in the following months
The LPDfi is coming with
@goodentrylabs
, investors are going wild, public sale raised $1500000 in 39 sec
Here's everything you need to know about the TGE:
We went down the zk rabbit hole and came back with a 60 page research report on Polygon’s zkEVM & the zkEVM space.
Because we love CT,
@expctchaos
and I decided to share it for free 🫶
The thread will highlight the most important parts👀
The same applies in Trading and investment, you should use a bankroll with a specific % allocated to certain investments, the more solid a project is, the highest % of your portfolio it should be.
Reasoning in % helps you to get detached from bad decisions.
20/
The most promising gems are found on newly launched chains 🥂
Since my research article on
@0xPolygon
zkEVM, I am closely following its ecosystem development as the first movers will always have an advantage 👀
A new contender just joined the game… 🧵
To conclude, those were some of the biases I had, there are more existing but I worked on those during the bear market to anticipate more confidently the upcoming bull run.
I’m someone that learns by doing and getting rekt was the ultimate lesson.
28/
3⃣ Fear
At a certain level, PnLs can have a significant impact on life and prevent you from respecting your trading strategy.
In poker, you learn about detaching yourself from money valuation to big blinds that can be considered as portfolio % in trading and investment
19/
2024 will be historic, ETF(s), halving, institutional money...
5 days left and it's time to set up your objectives/plans for the year.
Aim high, super high.
I'm not saying to aim becoming a billionaire, but if you aim for Mars you'll probably end up on the moon, if you aim
By implementing those learnings, I am now sitting at a portfolio ATH, in the midst of a weird market and I would recommend everyone to work on their mindset as it’s the most important skill to master in investment.
29/
4⃣ Avoiding the truth
Your decisions have to be made with a full understanding of what you’re doing.
Don’t follow blindly leaders or the mass as it may lead you to bad situations, aka Steady Lads
But it’s complex to face the truth when it does not go in your direction.
23/
You heard of GMX traders getting liquidated for tens of millions during highly volatile periods.
What if you could leverage trade without any liquidation risk?
This is not a dream and here is how
@goodentrylabs
allows you to catch the falling knife without loss risk 🧵
The L2 landscape is expanding at a crazy pace 🤯
If you’re an investor, you’re certainly looking to position early in those ecosystems, as it’s the best way to find future gems and 100x
But how to choose the right one? Let me give you my strategy 🧵
We tend to be looking for confirmation bias instead of conducting research.
This project has FUD?
Ok, let’s conduct my own research and verify.
If the FUD is justified, take action from it (ex withdraw funds from FTX, deleverage,…), if not, buy the dip.
Simple.
24/