🍄morning
Back next week, pls nuke everything in the market into my bids and pump to new highs before my return, thx
ZEC - 3 drives, this prob stops short of 2k before chilling for a bit/EMAs catching up
hello Vlad what you doing bro wtf
kinda thought rotation back to RH would have happened now, but seems STONK/Solana stuff is going again?
Pons needs to up its game tbh, long has produced all the big meme runners, Pons not so many - but it has the big buy from uniswap showing support, and I assume Vlad wants it to succeed to help the chain.
pons bag is about 30% side of my stonk bag
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i took citrini off notifications
crypto bullmarket confirmed
what's stopped me from being in SOL this cycle is really this chart
Tx volume is at all time highs, but the value being captured by the the those through MEV/fees is pretty flat and low
Obv there's still some woowoo valuations with L1s, and this is still undervalued vs ETH, but not so much from an objective PoV right now.
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can someone at Chainlink (CCIP) hire Mert
interesting
in some sense, NEAR could execute what ETH aspired to years ago
i.e., it scaled via sharding & is now acting as the hub between many chains
perhaps with a few tokenomics changes, you could bring back the programmable money dream
monitoring
*mute tweet*
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again
When you get a win, but it feels like a loss because you don't size big enough so you're pissed off with yourself
That's 95% of my trades
expecting tradfi and retail to be coming back if BTC can hold up here
People notice when something chads against stocks for 6 weeks and the flavour of the month stocks are being boring/sideways
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I know I should buy a big bag of XRP, I know it, but I just can't physically do it
'I can't buy because I saw it X lower and didn't pull the trigger'
we're all like that with some stuff here, best counter argument is when you first got into stocks/crypto
you probably bought big names already running, and you had no previous insight into their prices, and made some good money
for me, I bought ADA in Dec 2017 as my first crypto (lol), despite it being up multiples at that point in retrospect
anyway,
eternal sunshine of the spotless mind
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if you missed the bottom in june & are still sidelined, am here to remind you that it is imperative that you have short term memory and are forward looking
the market does not care about your current positioning & planning for future outcomes without dwelling on past is how you make generational wealth
you do not need any starting knowledge to learn how to trade, holding assets continues to be the only real way to outpace inflation, LLMs have made cost to acquire new information near zero so it's entirely on you what you decide to spend your free time doing
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Your intuition already told you. Everything after that is just negotiation with fear.
someone needs to make a CRCL meme runner on stonk, get on with it
best money market/lending protocol out there looks like this and no ones talking about it
of my two favourite midcap bags, prob ENA has more juice here than NEAR, both chad founders
NEAR is still heavily a narrative bag and relies on intents blowing up (revenue is nice, not 5b mcap nice), the Hyperliquid confidential perps to take off, or agentic finance to finally take of
ENA USDe expansion is guaranteed as apes start longing again, neobank is best in the biz and will keep expanding, and the unlock overhang nearly finished.
Downside is that Arthur is shilling it again.
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CRCL best tradfi proxy to crypto
CRCL gets rev from higher rates
CRCL chart looks gud
CRCL is exposure to both stablecoin narrative and agentic finance shit as well as Bitcoin beta
CRCL has no real direct listed competitors, COIN does, miners do, DATs do
CRCL will prob pump on a tether IPO if it happens
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If I needed more reason to long CRCL, here it is
Do not let them trick you:
Validator does not mean partner or user of the platform.
It means someone they effectively are paying to use their name.
If ARC is a top 3 by usage chain in 3 years l’ll be utterly shocked.
Short $CRCL long $HOOD
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we're now definitely in a new cycle, lower lows are highly unlikely
new bull markets are forgiving to poorly timed buys
Q4 25-Q1 26 if you bought the dips, or momentum that wained, you got sodomised
If you buy a local top of a major here, you'll be fine in 6-12 months
Your main risk for missing gains, AT THIS POINT IN THE CYCLE, is not allocating enough at all (on dips, where you wait for even lower, or on buying strong coins)
buy the good bags and if they dip, fuck it
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think I'm gonna full port my CYPH bag to CRCL here
tradfi will start heavily bidding their 'traditional' crypto proxies this week I suspect, and I prefer CRCL over any DATS/coin/mining etc
Ok, the spaghetti is a bit messy, but noticed this just after selling some CYPH at 3.37 just as BTC ripped (my bad, still got 75% of the bag)
Note how CYPH runs when BTC pumps, and runs harder than ZEC (the main chart is CYPH/ZEC)
Same applies to CRCL, COIN
point is, if you think BTC is running, bid crypto stocks as well maybe rather than alts
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rotations back up the stack to high caps ✅
Risk on early on mini cycles, risk off later, we’re in the latter stages of this mini alt cycle (this means take profit to your core proper holdings, and don’t get into every trencher bullshit. If you’re sizing up into low cap memes only now, you’re doing it wrong)
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Risk on early on mini cycles, risk off later, we’re in the latter stages of this mini alt cycle (this means take profit to your core proper holdings, and don’t get into every trencher bullshit. If you’re sizing up into low cap memes only now, you’re doing it wrong)
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