🐧 @Pentosh1

$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

@jellysmithrave i dont think anything i said in here says these are king fren. the point of buying sol and eth is to distribute it to other people higher in the name of "decentralization"

$eth vs $sol is inherently stupid and so is caring about one more than the other. if one is in a structural uptrend vs the other in both the pair trade and USD. then thats the one you want to own until it is no longer working.

$ETH is currently the most interesting major On the eth/btc pair is is right under resistance where the prev LL had formed. So in On the eth/sol pair its slowly been in an uptrend for the past year. In saying that, while it's at resistance on both. It looks decent. But it's also the reason I am not putting on a full position. This price can be expensive, while a reclaim can be cheap. and USD pair is not too far above it's multi-year support its also likely less crowded due to the hate. I don't care for it myself in saying that, and view owning it as a rental. I started a 1/4 position in it at 1,766 and will look to hopefully get to add more to that over time. But at least have some exposure now

sol is a great example of this, look how clean it is however in the future, this becomes a great level to trade off where you can limit downside, and eventually have the upside. capturing the meat of the move. you can apply this to most charts imo https://t.co/vS40uGM5QB https://t.co/FNBV3IyZpN

@notthreadguy It might have been bc there was actual physical supply being released from storage. An old satoshi eta whale held coins. And dumped them into the market any time buyers showed up. Real physical supply

A few people prob need to get slimed out in the chop as we typically don’t V reversal. We likely need some time sideways with fake outs etc. + the other things like competing with ai attention and allocation. Look at sol, and many others that had bearish retests thus far. https://t.co/84TVrvubA0

I don’t know that btc was really all that affected by the war in the first place. Otherwise equities wouldn’t have made new all time highs daily. The market has continually moved passed it in general. The world always finds a way to continue to function regardless of what’s happening

I’d rather just trade in reality vs hope. I am here to make money. Not try to make a square fit into a circular hole. I’ll buy cryptos that are real. Like hype. Btc etc. but the rest. We are 15 years in with basically nothing to show. We know the general capex of Ai. The people who fight it are prob quite unhappy.

$shaz melting up

why has crypto been weak? It is competing with money for ai + robotics, and that will be the case for sometime. It is just a huge money pit of demand and will be for some time. It is also something that most investors can see, feel and touch. While crypto alts have a pretty poor history over any period of time. This is just a reality and we all know that. Altcoins are 15 years old now with little to show in the real world. Does that make BTC a bad buy here? No, if anything this general range is a great buy imo long term. Is it going to have the same upside performance? unlikely. Just like this past cycle was the first one where the alt market didn't make new highs. Global markets have had as much accommodation as possible and unfortunately crypto has been the weakest link. Are you getting paid for the risks you have taken in crypto for the past year? Probably not. But things are at more attractive prices now. It doesnt mean they can't have big bounces either. But I think its hard for them to keep pace in general with the AI market for sustained periods of time. Just due to flows, and new emerging tech. But its just something to consider if you are all in crypto. Maybe even allocating 5-10% of that to some of this trade over the next few years. This isnt something new im saying either, I have been saying this.

I once again, did not by the memory dip, those are up big today. Oh well. but I did get in $SHAZ on the latest dip and it looks like that will open up 20% above yesterdays lows. Still holding out on the big memory names for now. Hoping to eventually get MU in the sub 850 range.

if your base port secured the whole trade it doesnt really reduce the risk. if meta drops hard it means the rest of your port is likely dropping hard and theres a broad sell off which would be the same time you'd have to come up with the 275k if you get assigned your upside is capped a 64k no matter what lets say a broad market sell off happens, meta falls to 300. you are still obligated to pay 550 - premium so 421. and then you have a paper loss of 60,500 after keeping the premium its not really as risk free as you make it sound in this sense. long dated = more variables

@degentradingLSD great day for $SHAZ and $NBIS today lfg sir

you clearly don't understand nav in private markets / closed end funds, so i can only assume you have zero experience in them Do you think, that you are going to get to buy these shares, and be liquid at the private market round valuations that NVDA for example is buying at while they remain illquid? The answer fren is NO. You aren't. do you think there might be a premium as well for the quality of investments like figure and apptronik they will trade above nav bc you are betting that robotics companies will see more raises. Series B, C, D, E all the way through Z. if you believe there will be more raises, at higher valuations, then its a good bet. and thats the bet here

@icobeast crypto has had perp dex meta for some time. btc prob up to 68-70k short term then likely back down to the low 60's is my guess. memes, no opinion on. those are just for rape but will have the same rotations like privacy, ai, etc etc (as always)

i think there are less people jumping from crypto to stocks and vice versa than you think, and more rotating sectors inside of each. at least thats a good framework beaten down software names up 20% this week. googl caught a bid, nvda catching one now some of the bigger names that have been lifeless beginning to move in that sense, its just like crypto with narratives so i'd like more internally at each. which rotations are happening, and why. how long may that persist. semis for example could be cooked for several months. but yes, the 58k area is attractive and anything within 10-20% of that range

hyperliquid:native still grinding up, and looks like its starting to sqeeze shorts again as it builds into this on the lower time frames see if it can push back towards the prev ath's again

@GreenGuevoblin @grok is this true? Is BTC a crypto or not? please answer my question quickly as im very upset

I think if saylor, didnt use leverage and ended strc and all of these financial products. he'd be fine. and just sold when mnvav was at a pre-defined premium. that system is the one that worked. and it buys him infinite time. he could then just buy/hold infinitely but thats just my 2c

now that saylor is day trading bitcoin:native looking forward to him sharing his ta moving forward on here

a little unnoticed alpha in regards to lighter and robinhood robinhood was investor + that relationship dates back to high school there are always easter eggs in the market if you look hard enough for them

@blknoiz06 there were signs near the bottom of RH partnership wasn't 100% convinced but there was the investment, and actually a long history that dated back to highschool friends lol

hyperliquid:native 3.5x rally retest prev ath consolidate above those highs hype recently increased their revenue a small amount by. 4-6% per day at 100k per day with priority fees. again, small in the idea of a daily number and no impact day to day. you could say the same for when aqav2 goes live with yield. another 500-600k per day. meaningless in daily flows. the impact is always time based. thats 600k per day over 12 months? continue to think of it as. You go to the gym, you work out. You look in the mirror. No changes day to day. you can't really see the results even though they are happening look again in 3 months, and you see the results. thats how the revenue works at this scale and thats why hype has performed the way it has this year. the short term is just noise.

Hasn't been any breakdown in market structure on $HYPE here fwiw this is still grinding up and looks constructive for another move up imo. when? idk. thats up to the market to decide. we went from 30's to 70's in a pretty short time, and now have consolidated while slowly creeping up keep in mind, this performed like this in a bear market, it's yet to experience a full bull where revenues would likely be doubled or more consistently