Just binged The Bear S3 Stressful but SO good. Who’s watching? TheBear 🎉 🔥
The bear case for Bitcoin in the 2030s increasingly requires a spreadsheet explaining why infinite units of money will outperform 21 million units of money.
This is why finance has so many certifications.
You need several years of education before that sentence stops sounding insane.
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The $AAVE chart is such a beautiful representation of the fact that we're barely coming out of the bear market.
This bear market has lasted for more than four years.
Probably also why we haven't really seen any fundamental breakthroughs in terms of technological advancements in between.
But now we do.
This is curling up and it's not done. There's still 40-60% in the tank and then we're likely going to stall.
The bull market is getting started.
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The real way to make tons of money in crypto is and has always been to accumulate quality assets in the bear and HODL and sell some in the bull
A trade per year max
But that doesn’t make good content and doesnt generate trading fees so no one is talking about it yet it’s what all the OGs who are actually rich have been doing - including all the builders of the apps you trade on daily
We are reproducing the same mistakes as TRADFI: tradfi media and research exist to make you TRADE, NOT to make you WEALTHY
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The Big Picture for Strategy.
Strategy added 22K BTC / month relentlessly for the Bull and Bear Markets, but ended up buying back STRC instead of BTC since July.
They showed that there is a market for "amplified Bitcoin" in the Bull Market, and "12% prefs" in the Bear. Do we now go back to 22K/month accumulation?
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The bear take: Samsung gains HBM share, $MU $SKHY lose.
Reaility: Samsung moves wafers to HBM while HBM bit demand grows 65%+ into 2027. This is substantially less wafers available for conventional $DRAM.
DRAM is THJE money maker right now, not HBM.
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the bear market vs the bull market:
The zzz-2:native 💤 thesis.
I know a lot of you younginz ain't really been around THE BLOCK like that.
So let an OG like me tell you why this is a GENERATIONAL TRADE.
Firstly, congratulations for surviving the bear market and having the wits [or lack thereof] to still be here.
Most niggaz are LONG GONE, this is a VERY SMALL COMMUNITY - even if "trading apps" inflate that figure.
Secondly, know what you're buying.
The founder of GMX [who has always remained anonymous] is filthy rich.
Most DeFi founders are wealthy anyway, so that's not really a surprise.
But the surprise element is STILL HAVING MOTIVATION once you've made it.
If you come back to the game YOU'VE ALREADY BEAT, you mostly do it because of PASSION.
You DON'T HAVE TO do it.
You CHOOSE TO do it.
The GMX founder ran up his company in THE MOST VICIOUS BEAR MARKET.
Most of you can't comprehend this because you weren't around to experience the terror post-FTX.
Now, he's back in GREAT MARKET CONDITIONS where ALMOST EVERYTHING is FAVOURABLE for him.
Just think for a second.
He done it once where THE ODDS WERE STACKED AGAINST HIM,
You don't believe he can do it again with X10 MORE EXPERIENCE and WEALTH in his possession?
Secondly,
Vlad [founder of Robinhood] has been SUPER KEEN on his chain being used for REAL PROJECTS - not just memecoins.
Vlad's initial idea was to create a blockchain for RWA, however he saw the BUZZ FOR MEMES and went along with it.
However, deep down inside, he's HUNGRY for legitimate founders to honour his chain with fundamentals.
This is a unique opportunity where you're buying something whereby you acknowledge that Vlad and GMX/ZZZ founder have aligned interests.
The skillset that the founder of GMX/ZZZ has is second to none - he knows crypto like the back of his hand.
He isn't some tradfi guy popping out and trying to learn the basics for his new launch.
He is DEEPLY CONNECTED and KNOWLEDGEABLE.
The CEO of Cryptodotcom, Kris, follows him too.
Recently Vlad acquired stakeholder status into Crypto.
This is, of course, a strategical investment to utilize the connections of Cryptodotcom,
And likewise, Vlad, GMX/ZZZ founder and Kris all benefit from the RISE OF CRYPTO as a whole.
You don't think Vlad will notice what's being built here?
You think the FIRST REAL AI PRODUCT on his platform will go unnoticed?
He'll interact with memes all day long but won't take the opportunity to elevate Robinhood onchain with a reputable DeFi GODFATHER building on it?
GMX/ZZZ founder is also INCREDIBLY SHARP.
He stealth launched and gave us subtle hints/cues - essentially letting people SPECULATE on the OPEN MARKET.
FAIR LAUNCH.
You gotta remember, he isn't some first-time coderkid who's building something without knowing how to market it.
He deliberately came with a pre-planned blueprint.
You are missing The Greatest AI Trade in Crypto History by fading this.
~ Dr. Axius. 💤
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The dollar is holding near a two-week high, but growing US fiscal uncertainty is prompting some investors to revive the bear case for the greenback. Francesco Pesole from ING told Reuters that interest rate expectations will ultimately drive the dollar
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