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
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
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
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
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
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
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
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
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
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
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
$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
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?
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?
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*
Will also go further in telling you what to buy
If ur 6 fig plus - can’t go wrong with ETH or DOGE plus some AI memes and meme memes (the already leading ones)
If your sub 5 fig buy liquid and non ruggy derivatives of current strong narratives and rotate wins to eth
Revamping how paid groups work, don’t pay me now, after you do this one simple trick they don’t teach you
Feel free to send me 1e when you are millionaires, not a day before
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
Who else remembers this chop?
Not as brutal as the bear market before it but getting hit with FTX after months of this really tested people’s spirits, most didn’t stick around
Was lurking in decent public gcs at the time, only 3-10 active people out of thousands
After a 10x move, I have made my piece with ONDO and sold for plenty condos
Reasoning is after a 10x move in such short time signs of exhaustion at 1$ with positive headlines is hard to ignore, will join my ONDO brothers again above a dollar convincingly
Needs to rest a bit
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
More recently many on CT embracing TIA, collective mindshare beats individuals in trending environments
People straight away assume the worst, takes such as “everyone is bull posting” “I’m a contrarian”
Well here is an excerpt by one of the greatest contrarians who ever lived
DOGE + 100bn mcap
Atleast 3 alternative memes + 10bn
Book it - in that past 2 years only net value crypto has added has been more quality memes that made people rich, has always been the usecase of memecoins - a big “fuck you” to the suits like BTC was in its innovative phase
Sharp lads I respect telling me eth is going to 12-15k in 2025, I really do hope so but 99% certain It won’t happen
If that happens I’ll eat a shoe on live tv and walk around the block naked
Diminishing gains like you’ve never seen - here’s a relevant visual
Memes last cycle were a social experiment, this cycle they are the new norm bringing back inclusivity and levelling the playing field most times for regular participants, the L1 trade of this cycle are memes, if it’s not obvious already it will be in hindsight
Account will go private at 888 followers
To honour our asian brethren who so perfectly engineered effierium’s bottom to grant us luck in the cycle to come
Will go public once more when 8888 height is reached, then and only then will I start operation distribution
Grateful for the people Ive interacted with regularly for the past few months, genuine and extremely smart lads always picking up something new from them and others
Humble yourself in this space, and have an open mind
Spread positive energy and it comes back to you(it’s free)
Stop worrying too much about people’s opinions on here, everyone has been way off for the past 16 months in terms of predictions, shoebill being exception to the rule
I shilled more tops than I can count
One job, don’t get liquidated, if you must lever up to the tits atleast do so when we get a death candle
If you don’t trade perps and are all in spot, just go in a coma for a month or two you’ll be good
New coin meta is literally the most braindead trade, all you have to do is wait for conservative mcap post listing - buy - profit
Until people stop midcurving, the show goes on
The year is 2025, coin (x) launches and announces CZ as major “shareholder”, leverage gets slid so far to the right and you make unfathomable amounts of money in the span of a few weeks
After a year of up only across all risk markets, we are long overdue for a few months of boredom - stop trying to force trades
You have been conditioned to think your a good trader, really most of us aren’t and our + pnl curve is entirely environment dependent for the most part
Haven’t had this much conviction in a single trade since ONDO at .13, my cost basis is much lower than where price is now (25s when shared) so maybe don’t FOMO here
Triple digit AI meme coin, something about super parallel computer, just has a nice ring to it
Fade with caution
Have been building a spot position in AR, in terms of “AI” marketing they are by far the most motivated
There are no unlocks overhang
OI is 80% off from its highs, all momentum indis have reset, and has come close enough to it’s almost 2 year bear market range
Inconceivably bullish on all cryptocurrencies
No matter how heavy or scammy your coins are, they will have repriced aggressively in 12 months and you get to dump on desperate people disinterested in them currently
Patience you must have, my young padawan
Moonbois on top again
Bears not feeling so great right now, we kept the bottom fudding receipts but we still welcome u with open arms
Embrace the bulltard in you, why try hard to become 180 iq when it’s so much easier hitting your head with a frying pan and join the left curve
When consensus regarding a coin that is not yet out is extremely positive and sentiment surrounding it is also very positive, best to be cautious
Markets move on positioning, often times the coins that mark up the most are ones no one is in/interested in all that much
Oh my god I am going to be so insufferable when DOGE trades at 50c a pop
Apologies in advance, day after day I find myself wanting to double my bet size on it
The $1 prophecy is still alive
BLUR - last 30 days volume $587m
Opensea - last 30 days volume $6.7m
One has a coin, one doesn’t, OS still about 50% larger in terms of mcap than BLUR, discrepancy should close soon
OS peaked at 30bn ish market cap last bull without a token, BLUR a cycle one coin is currently still lower mcap than OS despite having a token and doing more volume than OS
best liquid proxy to the eventual revival of NFTs and the repricing will be aggr, not for the impatient
When we giga top, characters like chimpzoo will have convinced themselves tops don’t exist in this new paradigm and will long every local bottom, study ‘22 knife catchers
Engagement on me deliberately larping vs actually posting trades I’m interested is fascinating
Not to say I’m some great trader you should copy, I’m not my AUM is $2 just interesting how people engage more with tweets that sound good vs tweets that are somewhat constructive
ETC long thesis
- a Korean favourite; largest volume on upbit
- BCH esq supply dynamics (“dead” supply)
- 0 mentions on the TL as of late
- Halving in 7 days
Anticipating 50$ in the medium term, expect usual suspects on the TL to go on shilling spree rather soon
This is the part of the cycle where for me less is more, I have no levered position and don’t intend to add any leverage until 1) a giga nuke or 2) convincing ATH break
Good luck out there and don’t sell your coins (this is financial advice)
See you on the other side brethren
One last thing, choose your coins if you haven’t already and don’t rotate much - some have no capital constraints and luxury of being long everything, most don’t have that luxury, choose your horses wisely if you haven’t already and ride them till the finish line
If you believed that GCR would come back from hiatus if not mentioning tokens to an ORDI shill, sorry to say you’re either a retard or haven’t been here long enough