It’s over. The stock market is dipping and no one is left to buy. Top firms that have historically bought dips due to their reduced P/E ratios saw the rasmr stream and realized their strategy was all wrong. Jamie Dimon was quoted as saying “Typically we deploy on these types of draw downs, but we heard Cupsey and DV sold so we just dumped it all. We’re now 100% in cash and just waiting for the next runner.”

Ansem says he’s still bearish as f*ck “I think we’re pretty f*cked bro…. Crypto has been in a downtrend obviously for a while compared to other risk assets. This recent Q3 we had a pretty good pump across the board with onchain, PUMP, ZCash, Hyperliquid and even majors did pretty well” “But, like I said last week, if equities are entering a prolonged downtrend then it’s going to be tough for a riskier asset class to do well. Obviously there will be outliers, I think ZCash has the strongest opportunity to be an outlier because it’s not determined on trading activity or revenue, it’s just the hardest form of money and privacy. It really just had qualities that no other asset has” “If this pump in Q3 was counter trend to the ongoing downtrend then that’s obviously not great because we could make a lower low across the board for coins. I am going to be bidding the most recent summer lows on stuff that I want to bid and if those give out then I’m probably going to be chilling for a while”

Threadguy refuses to hate on the Kimchi vlog because it was simply too tuff "I love to hate on some shit. I'll hate on whoever. Uncs, plumbers, zoomers. I'm down to pocket watching and hate. But, it was tough. I don't know what to tell you" "The jet was tough. The Rari was tough. The custom Bottega was tough. Now is it me? No. Would it be me if I was walking around mid eight figs? Maybe. Hard to say. I guess we'll never know... until we know"

Murad reveals he roundtripped $81,000,000 on memecoins Ran: "and you're cool with that?" Murad: "Yeah, totally because I think those wallets will be in the billions eventually"

Doug Colkitt explains why Zcash is one of the safer coins to be in 'Bunker Mode' "For a doom scenario I think Zcash is actually better positioned especially if you have shielded ZEC. Because, shielding gives you two layers of security where one is your signature and the other is basically no one knows your signature" "If you have to go to 'Bunker Mode' as Justin Drake says then Zcash is probably one of the better places you can go"

koolkrypto explains his $KNTQ bull thesis “The HyperEVM, with its big blocks/small blocks infrastructure is just slow and the team doesn’t pay that much attention to it. This is why it will take Hyperliquid a long time to do onchain options. They are a small team of 12 people, probably the best team in the world but they don’t have the bandwidth to go build something else right now” “Kinetiq is stepping in to build a more performant L2. It will probably be the first time an L2 is actually going to be useful to the main chain. It will burn hype as gas and it will burn a bunch of $KNTQ with it” “Also their founder, Omni, is probably one of the best founders in the space. Just because he really understands vibes and users. If you want someone to go build you a perp dex, you want Jeff, if you want someone to build you a community, you want Omni”

Mando reveals he's so bullish on Eli Lilly because 3 out of 4 yeet cofounders are on reta “Yeah 3/4 yeet cofounders are taking it and probably 50% of the people in my group chats are on it” “If you look at the number of people taking Reta it’s in the hundreds of thousands, it’s unbelievably low. Everyone I know loves it too and these are the people who have been in GLP-1s for a long time”

Threadguy says he’s tired of people saying “the chart looks good” instead of having a real opinion "I think saying the chart looks good is the worst framing ever. It's so stupid, like are you bullish or bearish?" "The chart can help inform your thesis but the chart can look good one minute then bad the next... you can always draw a new line" "I like to have a world view, It's way more fun than saying the chart looks good because you don't worry about the chart looking bad that much"

Threadguy shares the three coins he believes gets huge normie attention this cycle "The first one is $Hype for obvious reasons" " $PUMP I would consider these memecoin streamers audiences are not crypto native which is evident in the fomo onboarding numbers. Pump will continue to make $1M/day in the worst conditions possible becayse they have a completely different userbase that doesn't care about crypto native anything" " $ZEC solidified itself with this buyer base of diehards that have nothing to do with bitcoin. These guys are rich, tech adjacent guys that are afraid of surveillance. These are guys like Balaji and Chamath... it's these billionaire guys that have 9-figs to just say 'F*ck it, ill just put this into private money'"

Threadguy says this cycle is like if Ansem was a crypto cycle "There's a nonzero chance that $ANSEM is the savior narrative for Solana" “If everything we’re saying about this cycle is true and this cycle will be led by social trading apps and mobile wallets that have these public leaderboards and giving traders insane amounts of motion just for being good at trading then $ANSEM is just the deepest beneficiary of that. In a lot of ways this cycle narrative is Ansem as a human”

Threadguy says Togi buying GoPro stock is a turning point for influencers to start trading "If you think about it, buying a memestock and pushing a movement is infinitely more interesting than posting slots slop" "There's a lot of these guys that their whole bit is just splashing money around. Everybody can do that... but, not everyone can find a unique opportunity in the markets, take the spot, shove it with size and then use it to catalyze this social push" "Togi is now the most relevant he's been on my feed than he has been in a long time and now the content is just infinitely more interesting. The upside of GoPro going really high is infinitely more valuable than him hitting a max win on Stake"

Nobody believes Se Yong when he says fomo only spends $150k on marketing Se: "I would say the bottleneck for our marketing isn't money, it's talent. I would say we spend about $100k - $150k on this now" Thiccy: "There's no way. You're spending way more than $150k! I'm spending $150k/month. Se: "That's the numbers for July... August you will see that number ramp up because we are going to start more paid ads and we're doing more partnerships. Anything you've seen out before today has been in that $150k budget"

Beef Slayer reveals he hit a 100x on $28 betting on the weather in Dallas "As crazy as it sounds... the night before, I saw that there was cloud cover coming in north of the Dallas airport. So, I started putting bids on the temperature markets, the one that hit was 'Dallas to be 99 degrees or under'. I got in at .7% with 2600 shares and then I bought some more after that" "The temperature was supposed to be 105 degrees that day, so it was a very unlikely outcome, but it only hit 99 degrees that day"

Threadguy says SOL pumping is good for the entire market “I think Solana going up is important for the market. Everything is still on Solana, retail and a lot of the VC and liquid fund guys have exposure to SOL” "I look at the chart right now and it seems like the next reasonable level is $148-$150. These charts just want to go up"

Tulip King says Ansem did more for his token holders in a day than Aave or Uniswap did in years “I would love to see compound go to 0, or AAVE go to 0, even Uniswap. I think these overvalued tokens with the toxic lab / equity split, they’ve done nothing but max extract from the DAO." "Ansem’s coin made more money in the first day and returned it to tokenholders through burns than Compound has in its entire existence. Compound just extracted another $52M from the DAO. That’s a token that should go to 0. Same thing with Aave.” “I want these onchain kids to get f*cking pissed, sell this sh*t and buy the tokens that treat you with respect. What Ansem has done for his token holders, it took years for Hayden Adams and all these guys to do"

Threadguy reveals rasmr freaked out and left mid-dinner to sell $CATE "We're at this restaurant, there's like 6 of us at this kinda dark, intimate type of restaurant and we're pretty deep into the dinner when out of nowhere Rasmr screams "HOLY F*CKKK!! THEY SOLD CATE" and takes off in a dead sprint through the restaurant" "I had no idea what was happening, we were downstairs and the restaurant had pretty bad wifi so im sweating thinking like, 'is this another Trump coin?'. Thats the thing about Rasmr, he is really bad with the comms" "He was gone for like an hour and the entire time he was gone all I was getting was sell notifications from Rasmrs wallet. He comes back down and he is just completely disheveled, he looks like he just lost his dog and everyone is like 'What's wrong??' all he says is 'I sold it all, i sold every coin' and we never talked about it again"

Easy says if you missed this initial pump now is not the time to be forcing trades “If you missed this move you’re probably feeling fomo… the reality is, right now, if we are in a bull market there is still massive opportunity to the upside” “Bitcoin still has $50k to go until we reach ATH, Ethereum still has 2x until ATH, Solana is still 3x from ATH” “If you feel like you missed this, the best possible thing you can do is not force trades. There are going to be countless opportunities in a bull market. Even opportunities that significantly outweigh what you might’ve missed”