🐧 @Pentosh1

KYC coded. This was always going to happen in some way to $HYPE. Especially with trading US securities etc However, I don't think it will have to be long term bearish. Will update my thoughts on that a bit, and have written why this doesn't have to be the end of the world as some people make it out to be

The math is mathing for $pump As on chain activity continues to grow it should be a large beneficiary by default. Hate it or love it. It’s here to stay. And I say this as someone who has been a pump hater https://t.co/I4go3QoLNr https://t.co/KNNv2N1pPP

$PUMP still looking very constructive imo. nice s/r flip potentially forming

Global liquidity I think has hit an ath. In 2020. Rates were being cut. Now they could be raised. People were locked inside getting stimmies. Today. People are outside. It’s really just not the same at all. Capital and liquidity is in abundance I’m not saying btc isn’t a great buy here. I just think it’s clear and has been for some time where the capital is and has been going. And that’s equities. Especially AI ones.

@Sammy_Paradise7 @wiseeeee2 not out of bb, idk how to make my views any clearer on that lmao. i wont be out of it for a few years either. hype i cut at 66 tho for now.

$NBIS 40% off the lows in under a week is crazy work. I almost doubled the position at 197 but decided to hold off lmao. oops but I will get that in at some point in the next week or two. The worst buy hit +13% semis just continue to provide the best opportunities in any market and the most volatility for those who like that

A bit of chop, a bit of time, and no V reversal. Time needed $BTC, $ETH, and $SOL weekly shown. https://t.co/dpp7whUzkr https://t.co/f89otLWFwu

@seethrunoise idk, all the btc miners have switched to data centers bc its more profitable.

@jellysmithrave In 1-2 days. They’ve rallied more than btc has in a month off its lows And in the last 4 months. Have rallied more than btc has off its lows from 2022

$SHAZ also looking like it may be forming a bottom I have this ranked behind $NBIS, just bc I think it will be more volatile in both directions long term. It has more upside potential, but the same goes for downside. Buy near $60 would be great. fwiw I didnt get any new fills since it didnt' spike lower. So this is one I missed getting adds on.

$CRDO is another one I'd like to build a position in, I started a partial position today. Going to try to take my time on this but at least started exposure. As not in a huge rush atm in the market. For anything that I view as a longer term trade, I'll start doing a writeup on if I'm viewing it on a 6+ month lens.. So this one will receive that vs a trade. Which is typically days to weeks.

@NoLimits_Crypto BB is part of my core, I have done long writeups on my views on it. None of them have changed. price doesnt go up in a straight line (had also told people at $13 it would likely pullback. I think in 1-3 years. It is 5x higher personally. at least

@dippuccini I like shaz. Didn't get any additional fills but still in my position. Its a more volatile bet than NBIS but has more upside if they deliver

$AAOI + $NBIS both +22% in 2 trading days Would like to add to these given the opportunity as well. NBIS a year from now, I think is much different price. ups and downs as with everything. But they are positioned so well https://t.co/IjDsqrVFSs

$NBIS lfg, great $NVDA news, even though the news is not technically entirely new. Up nicely after hours. https://t.co/V74ocpJqDY https://t.co/IjDsqrV82U

@v1n5anity15 I bought 700k at market. You can verify via VPVR. I’ve fudded pump many times. Including before unlocks. To me. Looks like a skill issue

@pointlesseth token unlock already happened. i have fudded pump, and memes for some time. But the math maths. there is no platform that is generating these types of fees vs marketcap, not even hype. i also didnt buy the ico i have no incentives here, outside of what i bought

Let's talk $PUMP buybacks Buybacks imo should always be viewed through the same lens as bodybuilding. You will not see the growth overnight, or the impact from lifting if you look in the mirror each day. It will however have an impact over time. The coins themselves can be viewed as real physical supply. In a bear market, there is always more supply than demand. No coin is immune to that broadly speaking. In this case, they have removed 15.15% of the supply forever. Those coins are deleted, they can no longer be sold again. Each day, the max supply shrinks, so the longer price trades at this mc with these revenues, the less supply is available. Eventually, all of that supply would be absorbed until there were no willing sellers at these prices. Short term flows dicate the intraday moves which are of course larger than the revenue. So its important to keep that in mind. These revenues have largely been in a bear market, not in a bull market which could easily see these 2-3x. Either way. Time + revenue will do it's work. Just not always in the way you think. It is clear to me that the sell momentum has stalled, and like a pendulum markets always swing the other way. Whether you agree with their business or not, the numbers are real, and verifiable on chain. Do you want to be right, or do you want to make money? That's the question. If we are entering a crypto bull market, than this is one of the best bets there is due to attention + the sol economy. it's a beneficiary of both. Imo, this is good for a few, to several multiples. But time will tell. 400k per day, over another 3-6 months at this MC? I'm not sure the willing supply exists at this price point. I think demand > supply. I dont think there is any large, liquid crypto that has this revenue to MC in terms of buybacks which makes this so appealing. It could, and should be trading much higher. Imo had to wait out the price capitulation + time capitulation for this to work My plan is to add another 100m this week, bringing me to 500m Pump, and potentially, and tactically add another 500m at obvious HL points, or levels I deem important personally. When I have conviction on a trade, this is the way i do it. If I don't, I typically just set a hard entry/target.

$pump already +20% Will look for spots to add and drop my thesis tmw. In terms of adding. Looking for logical HL’s of course https://t.co/KNNv2N1pPP

If there is one thing I'm great at. It's knowing when to go on offense, and when to go on defense, and capture large parts of trends regardless of what market it is. Equities, or crypto. Especially the time aspect of defense which is where most people struggle. (see all the repeated bottom calls in the bear market on this platform) Right now, in crypto there are a few good long opps out there that should see some significant returns. But I dont think they are wide spread. Each cycle is less. This past year I sat out crypto, outside of HYPE which luckily did almost a 3x from the original entry, and a few BTC scalps. The same can be said for 2022, where I largely sat out for a year. From above 60k to just under 20k. There is a time and place for everything, and the time aspect needs a lot more respect and understanding. I do my best to help people avoid the long, drawn out drawdowns, and try to get in the best trades possible on the long side. of course nobody is perfect, and we all make mistakes. But I do the best I can. And will continue to try to do that. Im looking forward to sharing a little more crypto content again.

$PUMP average buy .001701. Good size bag. Will look to add more on dips if given, and likely compound this on the way up. Last time we traded this we hit a 2x. This time I think the upside is a bit higher. Will write a more detailed thesis this week that I . But I think the time to fade this is over and we are going to see a very decent repricing on this. This imo is one of the best r/r setups inside the sol eco. The math, is beginning to math finally.

Grabbed some $EWY at 155.52, $AAOI at $93, $NBIS at 166.3, $SNDK at 1395. AAOI will be a longer term position for me, same with NBIS. Ewy and SNDK ill dump within the week most likely. The one thing I would caution however is there's a very real possibility that we have some extended chop/sideways period due to the amount of deleveraging that occurred. I think it would be quite easy to get harmed each direction. At least until vol dies off a bit. These entries were the result of waiting 6 weeks. The market structure is pretty poor now overall, so I'd rather keep the higher conviction stuff, and start building those positions. As we could easily bleed lower. Will go into more of my detailed thinking tomorrow when I have some time. But the 6 weeks of waiting for these looks to be off to a great start each direction

$MU + $EWY update + memory men 6 weeks of waiting. Almost being rewarded. Patience almost always pays. I think MU would be a steal in the 700s-low / mid 800's. https://t.co/5mLiHlb8DF https://t.co/zj8HyIgNGF

It's been a good year, and for the most part we cooked avoided all the drawdown in crypto this year, and had been long hype + adding a lot on the way up as the core exposure Got a good amount of the AI trade in stonks and general stock exposure for the past 18 months longed eth at 1766. not crazy size tho Also, just some general thoughts on this year below: The average person would be better off trying to capture the meat of the move. vs trying to time bottoms. How many times did people call a macro bottom in the past year? it felt like everyday. Let's keep this idea simple, Im going to oversimplify it but as a framework. lets say instead of catching a bottom. You pay a 20% premium from the lows to enter but you structurally get a reclaim. The first HH. You can then ride that up bc your invalidation is so so so so cheap at that point and so is the entry. You know the spot it can't lose structurally. if it's the start of an uptrend, you have all the upside without the time cost, opp costs, emotional costs, and very real drawdowns. And instead get to ride momentum from the reclaims. Lets say $100 is that HH point, buying at $99 can be extremely expensive but buying at $101 can be very cheap. Bc of market structure + trend. The 99 can just be trend continuation and the next LH, while the 101 is a restest of a major reclaim that leads to continuation but also gives you a cheap exit if wrong.

$ETH just made new local highs while $SOL remains 10% below it's one might be a bit crowded. idk tho https://t.co/V4c1Db8gsX