So, with current uncertainty in the markets it might be time once more to look at all the important macro charts and try to draw conclusions on what's next 👇
So, I just had to create this thread.
Is $KAS founder Yonatan Sompolinsky (will abbreviate with YS) Satoshi Nakamoto (will abbreviate with SN)?
Personally I'm biased, but let's have a look at the clues supporting this bold claim.
A thread 🧵
If I was asked to build a diversified Altcoin portfolio with max 10 positions and only containing the strongest projects with good r/r this is what I would do:
Layer1 POW:
$KAS
Layer 1 POUW:
$QUBIC
AI:
$TAO
Layer 2:
$SPACE
Privacy:
$ZEPH
Layer 0 / Backbone:
$ONI
RWA:
$RIO
After some more research in the AI sector these are IMO the most promising
#AI
and supporting
#AI
coins in terms of upside potential and their mc:
**Bluechips**
$TAO (1.2 bil)
**Mid Caps**
$QUBIC (250 mil)
$AGRS (143 mil)
$DNX (43 mil)
$XNA (37 mil)
$ENQAI (14 mil)
**Low
LOL, got blocked by
@LadyofCrypto1
for unknown reasons.
Probably she didn’t like my question how she could fade $KAS when she has a full team of highly experienced analysts and Altcoin researchers when I as a family father was able to see the potential while having a full time
Update on my top holdings.
Some people say that $KAS $TAO $QUBIC $SPACE $ZEPH is the royal flush of crypto.
So far I can only agree with that statement.
If you‘d see me driving around in real life you‘d probably laugh.
I’m driving an old Renault Twingo (pic attached) most of the time.
This thing is worth around 1k.
Ok this is only our car number 2, but also our main family car is below 10k.
Many will now wonder if I‘m that
$Qubic is revolutionary from technical POV
✅ 40 mil TPS (!)
✅ No transaction fees
✅ Offline transactions
✅ Useful POW uses mining power to solve AI tasks
✅ Smart Contract Execution burning $Qubic
✅ Maximum performance by running on RAM without OS intermediary
✅
Update on my top 10.
Some changes but nothing major:
1) Upgraded $zeph to 10/10
The way the hashrate is close to monero and how community is forming around it installs me with confidence here.
The only con I see is risk of regulations on a private stablecoin.
2) Upgraded
As you know I‘m no big fan of meme coins.
My aversion has reasons actually.
Many meme coins are used as easy ways to depart the investors from their money and make the creators more rich via scams and rugs.
Another reason is that them rallying in general often drains money
The love for $QUBIC on X is surreal.
Over 450 likes and over 120 reposts of this post, my posts usually have around 100 likes max.
I know exactly ONE other coin with a similar community behind - $KAS
This tells a lot.
$Qubic is revolutionary from technical POV
✅ 40 mil TPS (!)
✅ No transaction fees
✅ Offline transactions
✅ Useful POW uses mining power to solve AI tasks
✅ Smart Contract Execution burning $Qubic
✅ Maximum performance by running on RAM without OS intermediary
✅
I bought my mum 500$ of $KAS when it was at 0.004
I bought her 500$ of $QUBIC when it was at 500$ / bil
I bought her 300$ worth of $SPACE when it was at 3$
I bought her 200$ worth of $ZEPH when it was at 2$
This 1500$ are currently worth about 22k$.
I think my mom will
I often hear "This time is different!"
But actually chart wise it wasn't that much different so far.
Let's have a look at the inverse relationship of the BTC Dominance and
#Total2
(Total Crypto Marketcap without $BTC).
In the image you can see those 2 charts being stacked upon
My current top 10 positions and my percentual increase on them since I bought.
I don’t show this to flex but to prove my strategy and performance so far - I like transparency.
I‘m very critical about myself and tbh I could have even done better on many occasions but overall
Some key facts on $QUBIC you might not know yet
- it has proven 40 mil TPS
- you can make transactions OFFLINE
- It runs on bare metal (RAM) without an OS for max performance
- It only works with integers and not decimals for max performance, thus the high supply number
-
If you‘ve been following me you know that there are 5 projects that for a 10/10 conviction score from my side:
$KAS
$QUBIC
$TAO
$SPACE
$ZEPH
All of these have been through great volatility - very strong rises have been followed by severe retraces, partially multiple times.
As people seemed to like my thread about my top privacy picks a lot let’s continue with my top
#AI
picks.
AI is one of the biggest narratives this cycle, so I‘m pretty excited about projects in this area!
1️⃣ $TAO (
#bittensor
)
1.6 bio mc
IMO $tao is the $btc of
#ai
.
It’s a
$KAS
$QUBIC
$TAO
$SPACE
$ZEPH
make up 80% of my portfolio.
What do they have in common?
✅ Fair launched
✅ (Useful) Proof of Work
✅ Strong community
✅ Strong USP
✅ Big Vision and a packed roadmap
All of them have seen a stellar rise with multiple xes before a strong
I‘m pretty confident that $QUBIC is one of the most, if not the most performant crypto network that has ever been built.
I digged a bit deeper to get a grasp on its performance figures and it’s actually astonishing.
Before we get into the numbers let’s analyze the reason why
I‘ve read people thinking $Qubic is a scam because it dropped that hard.
The reasoning is off here.
With CEX listings $KAS (which is clearly no scam) dropped from 0.043 to 0.01, about 77% retrace.
$Qubic dropped from after CEX listings now from .12 to .027 which is a 78%
So,
@binance
, you’re telling me that you list some quickly made up memecoin cash grabs, but don’t manage to list fundamentally sound coins like $KAS for months after you have them in futures already?
Doesn’t give a good look tbh 👎
My believe is that $KAS won‘t even need a bull run to reach 1$.
At 1$ this would put $KAS at about 22 bil mc and at marketcap rank 8.
With a general run up of the whole market it will be even more easy to reach and can exceed this target IMO.
I see some people wondering why $KAS is non-stop trending up.
IMO the reason is pretty simple.
$BTC is top dog because it’s considered to be a decentralized, stateless store of value.
Initially it should have served as peer-to-peer digital money but it failed at this due to
As I got lots of questions around $CFB, the first meme on $QUBIC, let me share what I know.
On the 15th of May there will be a snapshot on the Qubic wallets.
All users where at this point in time:
- wallet is at least 1 month old AND
- wallet at least holds 30 mil $QUBIC at
Guys I made a decision - going forward I will change my style here drastically.
I was a fan of sharing fundamental information on coins I liked.
Unfortunately these „shills“ often lead to people buying into coins at non favorable points in time.
So, going forward I will mainly
People have such a strange risk reception.
Borrowing 500k for a house without having the funds - this is fine!
Leasing / Financing a 50k car - this is fine!
Ending every month on 0 budget - most will tell you that’s funny and normal.
Might be cause you spend 100$+ per person
In October 2022 I wrote a thread on why I think $KAS can 1000x from there.
It was the only time I ever mentioned that sth might do a 1000x.
I never said this again about any other coin.
Because in 99.99% it’s just delusional thinking.
$KAS price was 0.0017$ back then.
A
1) A thread why I believe that Kaspa (
#KAS
) can perform a x1000 from here:
#KAS
is one of the most innovate new L1 blockchains out there in my opinion. If you're interested why I suggest you have a look at this write up done by
@CryptoGirlNova
:
Some parts from the unofficial $qubic whitepaper that catched my attention:
1️⃣ $QUBIC is unique
Qubic is not a blockchain. It is not proof of stake. It is not a DAG. It is not even directly a proof of work consensus model. To understand Qubic you need to basically forget about
I honestly think that $KAS is the third big thing in crypto after $BTC and $ETH.
Many will read this and think *lol every coin says that*.
I‘m around since 2017, seen a lot.
But honestly, nothing ever came close to $KAS.
$BTC -> $ETH -> $KAS
Top 5 is question of time IMO.
From time to time very practical questions around $Qubic approach me like how to buy where to store etc.
I have the feeling there is no condensed info out there, so I decided to put it together :)
Here are some FAQs and my answers:
1️⃣ How can I check current marketcap?
Just
$Qubic in a nutshell.
And before you ask why I talk so often about it.
It’s because I‘m very excited about it and the PA I personally anticipate.
And no I‘m not paid.
I just honestly think it might be a good chance to get at these levels.
In case you haven’t yet give it a
People throwing around with 100x coins as if a 100x was to be expected from everything.
„This is my list of 100x coins“
•insert 20 coins•
For me so far there were 2 coins outside of microcaps pulling a 100x plus:
$KAS
$RIO
I think they might even pull the 1000x.
But it’s 2
This might be the most bold prediction I did on $KAS so far.
My belief is that one day $KAS will flip $eth in marketcap.
However it’s important to note some things to this:
- I don‘t think this will happen within next 2 years
- As a wild guess I could think about such a
My 10/10 convictions didn’t disappoint so far.
$KAS is on a wild run.
$TAO woke up and did 3x in short amount of time.
$SPACE and $QUBIC I‘m also up but they didn’t have a parabolic run yet.
I think at some point they will have.
Check their fundamentals and decide for
Update on top 10:
$NCDT out, $SMH in.
Now this sounds like a downgrade for $ncdt but it isn’t. I like this project a lot.
It‘s just that I sense special community forming around $smh and something about it with its decentralized approach gets my balls tingling.
Remember - I
You can see that dumb money is entering the market.
Many fundamental strong coins ($KAS, $TAO, $ZEPH, $SPACE, $ALPH) are ranging while $BTC and memes are on the rise.
While there is probably still (lots of) money to be made on memes they aren’t my turf and $BTC is def not in a
To all $QUBIC web wallet users - you need to migrate your web wallet to new domain til 30th of June.
See this video how to do it:
I wrote this here cause I nearly missed it and I think it impacts quite a lot of people…
Update on my top 10.
I downgraded $SPACE and $ZEPH to 9/10.
I still believe a lot in those, don’t get me wrong.
It’s just that the longer it takes and I see how things develop the more clear it becomes to me that
$KAS
$QUBIC
$TAO
are the ones that have my top conviction and
I‘ve been telling you that one day $Qubic will be all over X, this day is getting closer and closer.
Hope you loaded with me either initially at 400$ / bil or in last month in one of my multiple hints between 2-3k / bil.
It’s gonna be legendary.
Our new video series on Qubic goes live today with the first video out on both YouTube and X.
Videos will be published every two weeks and will cover everything about Qubic, so, dont forget to watch how we're reshaping Blockchain & AI.
To watch on youtube go to:
You wanna learn trading?
These are some of the best educational sources IMO:
@Moneytaur_
feed - free
@IamZeroIka
TG - 10$ / month
@venture_charts
Discord 50 pounds/month
@luckychartape
discord 1740$ / year
Talking about first hand experience
Now and then I take my time to skim through
@Moneytaur_
feed and try to learn from him.
Why wouldn’t I?
No matter if you like his personal attitude this guy put out incredible value here.
So, I thought it might be about time to share some of his probably most important posts
80% of my portfolio are in
$KAS
$QUBIC
$SPACE
$TAO
$ZEPH
The Big 5 is what you call them in the wild :)
All my other coins make up the other 20% of my portfolio.
This lets me sleep very comfy as I have very high conviction on those 5 while I see all the others as great
I think that from this new cycle there are 4 projects with good chances to end up in top 10.
$KAS $TAO $INJ $QUBIC
IMO one day they will replace the likes of $ADA $XRP $SOL $AVAX $DOGE
Let’s look at where they are in cmc at the moment:
$INJ 26
$KAS 37
$TAO 41
$QUBIC 145 (308
Some predictions for this cycle.
Very biased view and my opinion (!), no FA!!
New coins in top 10:
$KAS
$TAO
New coins in top 20:
$QUBIC (can go to top 10 even, but not sure this cycle)
$SPACE
$ZEPH
Total 2: ~ 2.4 tril
Total: ~ 4.8 tril
$BTC: ~100k
No moon talk here on
If I could only buy ONE coin right now, at current price levels it would be $QUBIC.
I can’t even fully grasp the reason for it, but it gets me this special feeling that I actually only had with $KAS before.
Still accumulating in this range.
Just realized I crossed 30k followers!
I wanted to thank you for your interest in my content and for the many insightful conversations we had.
I always try to keep things real and transparent and will keep it that way.
The moment we stop learning is the moment we stand still -
I still think that 95% of people didn‘t get the idea behind $KAS.
$KAS wants to make Satoshis vision of stateless decentralized money a reality.
It aims to pull of what $BTC wanted to be initially.
It has the best chance of all cryptos on the market to succeed in this mission.
Update on top 10
$CHNG out
Don’t get me wrong this can still do great longer term, but I plain and simple did not like the 2 weeks maintenance where no one can access their funds and then announcing major tokenomic changes.
This doesnt mean I sold my position or that it’s bad
I read quite often in comments that $Qubic is a scam.
Of course just statements, no proof or whatever.
I wonder if those guys even know what a scam is.
A scam is usually done to make lots of money in a malicious way.
So, let me ask you one thing:
If my plan was to scam
After massive fomo $Qubic back again at more interesting levels.
As I advised often to you, in many cases when you think you missed the train there is a chance waiting for those that are patient.
For me $Qubic has the innovation power and potential to be a future top 20 - top
It’s an open secret that there are 5 coins that stand out against the whole rest.
@CryptoElPres
called them the royal flush of crypto, so fitting.
Those are
$KAS
$QUBIC
$TAO
$SPACE
$ZEPH
This is a list of accounts that have high conviction in those 5 and have a big portfolio
$KAS $ZEPH $QUBIC $SPACE $TAO $RIO and $DNX make up over 90% of my portfolio and I feel very good with this allocation.
There are several reasons for this:
1️⃣ All of those projects are fair launched.
This means there is less sell pressure by vcs and organic growth without paid
Did you know that $QUBIC runs on bare metal (RAM) with no operating system whatsoever?
Reason was to eliminate any latency in processing and just opt for maximum performance.
👽
One thing I noticed over time, and it’s truly astonishing:
The truth is in the charts and the news will adapt to charts.
I know it sounds crazy. And if you‘d asked myself from 2 years ago I‘d have said „Hahaha, yeah sure lol“.
But if you open your eyes you can’t unsee it
My 2 biggest holdings are
1) $KAS
Trilemma solving, cutting edge technology following Bitcoins (still unfulfilled) vision.
2) $SPACE
The best L2 solution IMO to make $BTC scaleable and programmable (Virtual Machine + SCs)
2 ultra gems imo.
New Gen L1s overview
Safe plays, mid upside
$EGLD $NEAR
Mid risk, high upside
$KAS $AZERO $KDA
High Risk, very high upside
$TRIAS $CIC $ORAI
Very high risk, tremendous upside
$DNX, $NEXA, $RXD, $ZENITH
$QUBIC
To all of the „when better CEX“ers:
„Seamless Epoch Transitions Testing: We are on the verge of finalizing a feature that has been long awaited and much anticipated—the seamless epoch transition. A final testing is set for next week, after that, seamless transitions will
Big Announcement From The $QUBIC Team
Major Network Upgrade Alert: Epoch Transition 100 to 101
The Qubic network is about to hit a major milestones with our next upgrade. It is huge jump that is going to change the game for our technology.
What's New:
- AI Mining Algorithm:
Portfolio Update.
$Qubic rocketed to No. 2, 40% increase last 24 hours.
Doesn’t make me wonder at all.
We saw a longer consolidation on a strong fundamental coin at some point it pops eventually.
Feels good to see $KAS and $QUBIC up there, comfy.
$Qubic at 1 bil mc.
This means it broke into the top 100 on CMC even though it’s not shown correctly yet ;)
Been sharing this since 400$/bil, now 12k$/bil, 30x for the early believers, gz.
Top 50 loading, and it won’t stop there.
We witnessed the rise of $KAS from rank 500+
What a beautiful milestone set by $QUBIC
$QUBIC joins the Unicorn Club reaching a $1 Billion Dollar market cap
Just wait until we get a new listing
The sky is the limit 🚀🚀🚀
1) $KAS has been generating lots of buzz recently. Perhaps you‘re still wondering what is so special on
#KAS
and why the heck It performs so strong in these difficult times.
A thread on one of the best chances ever in crypto.
I wonder how many of the original $KAS holders are still left.
I mean, how many of those OGs that bought in 2022 are still in and have been weathering all the storms.
I tell you one thing:
I became A LOT more chart driven in the last months.
I realized that as soon as a coin
#Kaspa
is back on the 15 cent 🔥
Many are waiting for
#KRC20
, 10BPS and maybe even Tier 1 listings 🚀
Exciting weeks and months for $KAS!
#crypto
#pow
$BTC
There is a reason why my account is named Phoenix.
Most don’t know this but about 2.5 years ago I hit rock bottom of my life.
I was severely ill and chances of survival were like 50/50.
This was when my wife gave birth to our second son.
After I made it through a very tough
Some very interesting facts about $Qubic that many didn’t get yet
- It has no transaction fees
- You can perform transactions OFFLINE
- It has proven 400 mil tps
- Coins will be burned upon every user transaction to a smart contract, every contract invoking another contract,
Revolutionizing transactions with $Qubic! 🌐 Offline payments, a game-changer in the world of $crypto. 💳💸 Seamless transactions even without an internet connection. Empowering users with unparalleled flexibility and convenience. 🚀
Example: Acceptance of Qus in a vending
$KAS
If the founder talks like this.
You know the project is treated at max professional level.
First perfect the main layer.
Make it without competition.
Then build on top.
$Qubic
Look who just appeared on CoinMarketCap :)
Seemless epochs starting on 14th of February, this will be the basis for further CEX integrations.
Let the ascend begin!
$KAS is IMO the third TRUE disruption in crypto:
1) $BTC
2) $ETH
3) $KAS
Why?
It's the first L1 that 100% solves the trilemma without multichains or sharding.
It's the first L1 where with DAGKnight the consensus is not the limiting factor for speed anymore.
Few understand.
The bear market created some very strong projects.
The likes of
$KAS
$SPACE
$QUBIC
$ZEPH
$TAO
There is no need to chase coins or tokens just because they are new - I will stick mostly to those that were born in the bear market and have proven themselves.
There is a popular misconception on X we need to talk about.
I see some folks around who think that it’s wise to rotate profit from well performing mid to high caps like $KAS or $TAO as examples to put them into very low caps as the „upside is higher“.
While this CAN work out,
To be clear - I‘m not sure if $KAS will ever flip $ETH, neither I dare to talk about a $BTC Flippening.
But if a very early $BTC investor and maxi thinks it could flip $BTC one day this is exactly the kind of things that I predict like more than a year.
$BTC maxis will wake up
$KAS
The guy who was begging people to invest only $1 of $BTC in 2013 is now betting on
#Kaspa
to flip
#Bitcoin
He uploaded this short video in his official youtube channel
⚠️ Watch it till the last second ⚠️
Each cycle some Altcoins emerge that were huge winners and attracted many people.
Last cycle those were
$ADA
$SOL
This cycle I think those are
$KAS
$QUBIC
The last 2 years have been an incredibly steep learning curve in crypto for me.
Let me share with you some of my biggest learnings, eventually it will help you make better decisions.
1️⃣ The majority is wrong
Very important one. Whatever the opinion of the majority is, you have
Lots of frustration around in Altcoin holders.
This is the time to prepare for the next leg up.
Altcoins which I believe are at great r/r atm:
$KAS at 0.12
$QUBIC at 6k / bil
$ZEPH at 13
$SPACE at 18
$DNX at 0.72
$ANDR at 1
$ONI at 0.35
No one can guarantee you there will be
I will be on a week long vacation, filling up some energy and touching grass.
Before I leave I while give some deeper thoughts to $QUBIC.
1) I would like to see $QUBIC hold current level as this would give a nice, clean uptrend structure on HTF chart
2) In case this level is
Literally the only thing you should care about in this market is making money.
Don’t fall for any dreams being sold to you.
How you make money won’t matter in the end, but you need to challenge your strategy and adapt if it’s necessary.
I made some mistakes in the past.
My
OGs know that this whole market is built around hype.
And the best hype generator is still innovative technology that hasn’t been seen before.
From a pure innovation standpoint and looking at the disruptive power I bet heavy on
$KAS
$TAO
$QUBIC
All 3 are absolutely unique.
Remember when I‘ve (nearly) been begging you to buy $Qubic?
Like since 400$ / bil?
This is really just the start IMO (and I don’t mean this is in a way where people say it’s the start when it’s actually the end 😂)
$Qubic will surprise so many people over next months, it’s
Account with $BTC in name and 2.2 mil followers talking about $KAS.
So far all my $KAS predictions hit:
People will sell other coins to acquire $KAS ✅
Big accounts will get behind $KAS ✅
$BTC maxis will flock into $KAS ✅
Biggest Cexes will list $KAS on their own (Binance
In the last few posts, I've highlighted several gems ready for strong performance in the coming year, but it's impossible not to mention $KAS.
In the entire market, you can’t find quality project that has shown such growth in less than a year. With a 285mil volume in 24 hours,
New $Qubic ATH at 8770$ / bil.
Something is telling me we will see LOTS of new ATHs on this one ;)
Remember who told you that below 3k / bil was a great buying opportunity.
But of course most didn’t buy down there, cause you know, for sure it will go lower ;)
$IOTA was the top gainer of 2017.
In 2024 I see a similar story unfold with $QUBIC.
Same founder, same vibes.
History doesn’t repeat but it rhymes.
Innovative tech + new shiny object syndrome + strong community forming = 🚀
This post is purely of educational purpose and not meant to bash any community or coin (!!!).
My thesis is that many Altcoins will NEVER reach their old ATHs again.
If you’re a a community member on Altcoins from last cycle or even earlier cycles and think the old ATH will be
My personal thoughts about „Altseason“ and why we didn’t see one yet, at least not to my definition.
Let’s get some facts right:
1️⃣ $BTC bottomed at 15.5k with the FTX crash end of 2022.
This was the absolute prime time to buy, alts and $BTC
2️⃣ Throughout whole 2023 the $BTC
Looks like $QUBIC is about to breakout on the daily from this retrace.
Below 3k was probably a good area to buy.
Next I would like to see it continues holding this level or goes up.
Invalidation for my scenario is if $QUBIC loses the green support I mentioned in post below
I will be on a week long vacation, filling up some energy and touching grass.
Before I leave I while give some deeper thoughts to $QUBIC.
1) I would like to see $QUBIC hold current level as this would give a nice, clean uptrend structure on HTF chart
2) In case this level is
Charts on my royal flush hand look ready for another leg IMO.
Not sure if it will start tomorrow, the day after, next week or next month.
But I believe from here until the top of this cycle this hand will continue to outperform.
$KAS
$QUBIC
$TAO
$SPACE
$ZEPH
Credits to
Today is the big day for $QUBIC 🔳
Revolutionary AI training algorithm of
#Qubic
is set to launch.
🧠 This is not just an update, it is a leap towards True Artificial Intelligence.
#Ai
#Aigarth
$TAO $KAS $AIPG $OPSEC $GPU $NVDA
There are 4 projects that I‘m very convinced about fundamentally.
$KAS is the fastest PoW and trilemma solver. It’s the coin that is closest to Satoshis vision of decentralized stateless digital money.
$SPACE aims to make $BTC great again by making it scalable, cheap and
I‘m really trying hard not be a $KAS maxi. I dont wanna be a maxi at anything.
It clouds your objectiveness and anyway you shouldn’t marry a bag.
But damn the more I know about it the harder it gets not be a maxi with it.
Anyone sharing my feelings?
The absolute market bottom is when nobody is bullish and everybody is sure that this market won’t recover.
If you’ve been here during FTX crash you know what I’m talking about.
The absolute top is when nobody sees any risk anymore and everyone is absolutely sure this market is
Excited to unveil the revolutionary AI training algorithm of
#Qubic
, set to launch March 6th!
🧠 This is not just an update, it is a leap towards True Artificial Intelligence.
Featuring a teach-the-teacher model & signal propagation delays.
🔗 Read our latest blog post:
I read about fud on $Qubic tokenomics multiple times per day.
Let me clarify a few things regarding this.
1️⃣ FDV on $Qubic doesn’t matter, you can outright ignore it!
Why?
On the one hand you don’t plan to hold til eternity until FDV would theoretically be circulating, after
I‘m in crypto since 2017 but more ambitious / serious since 2022.
This are the most important things to remember as a newer participant in this market aka some of my most important learnings
- No one cares about the tech, it’s all about the money, even for those who say they
Reminder: $KAS has NO marketing budget. This is no company. It’s a community project. For all kind of things you need money for there is a fundraising.
There are no paid shillers.
People talking about it do it cause they believe in it.
Some fundamentally very solid coins that did NOT multiply since start of 2024 / were ranging since then.
Why is this interesting?
You usually wanna look for setups BEFORE things go parabolic.
So what might be interesting coins to look at right now from a r/r perspective?
1️⃣