Ansem 🐂🀄️ @blknoiz06

RT @andy8052: lots of people seem to think that the pumpfun rev and token sale is just being cashed out its hard to blame people bc of th…

RT @PoloXBT: I’ll buy pumpfun IPO, not their token tho

@Flipgg_ @0xTRFA solana 2023 hyperliquid 2024 2025+ cumulative returns: 100x+ that's retirement if sized properly

RT @free_electron0: $MOG is insanely strong rn, to the point that im considering consolidating a lot of other bags into it It’s all very…

@ibuyrugs idk they were p early on sol

RT @loopify: ByBit $PUMP allo apparently sold out in 12 seconds whilst everywhere else took 12 minutes everyone was refunded, ui said it…

RT @arjunsethi: Our records indicate that some clients arrived on time for the $PUMP sale but were unable to complete their orders due to s…

RT @chamathsintern: if you sell pump below $50 you are antisemetic

hyperliquid

RT @bw_solana: 🥱🥱 pump token launch goes off w/o a hitch. chain handling 2-3x ingress & packing full blocks. median fees "spiked" to 2 cent…

RT @rektdiomedes: -Stacked more $BTC and $ETH and other magic internet coins -Lifted weights -Did BJJ + MT -Ran on beach and swam in ocean…

@SPCMNandHOBBES that sol sell for mog was p elite brother

@apewoodx hypothetically if i wanted to buy ethdefi alts that have never experienced a bullrun before what would i buy

theres no shot half of you think this trades lower than the total amount of on hand cash they have, are yall serious or joking https://t.co/DEBmqd3PYL

RT @Bitcoin_Teej: S&P 500: All-time high NASDAQ: All-time high BITCOIN: All-time high GOLD: All-time high HOME PRICES: All-time high The m…

RT @MoonOverlord: Phantom has already onboarded nearly 3,000 new users to Hyperliquid in 1 day this will end up as one of the most impactf…

ok so largely all altcoins have underperformed bitcoin this cycle by a lot, but we have had a few periods of overall bullishness, in which there were certain alts that 10X'd+ now, reason for this is bc there arent that many novel things in the market to buy and ppl coalesce around shiny new thing or shiny new idea so likely if we are entering another bullish period with bitcoin in price discovery, there will be 3-5 alts who lead the market hype is pretty obviously one of them already 4.5X+ from bottom, but Q is what are the others - better if they are new coins without bagholders & new narratives

copying this tweet from: @conzimp last christmas for context "we have had three legs up since market bottom end of 2022 1) jan23-mar23 2) oct23-mar24 3) aug5th-now each time we had a different basket of alts leading • first was stuff like injective, cfx, some ai coins, sol leg from 8->30 • second was led by stuff like solana, tao, hnt • third was led by sui, xrp, hbar, xlm dino coins, some defi stuff honestly think that the local highs are in for this third leg, which is why i said i think sui is a good short even tho it has been the best performer bc it has room to fall (up 10x in 4 months) parabolic altcoin uptrends typically do not last longer than 3-4 months if that, & historically alts do not make higher highs cycle to cycle except for the .1% top performers, feels to me that most were positioned in the wrong altcoins like i was & are now expecting an alt szn in Q1 when realistically it has already been happening in this scenario am most concerned for coins like celestia which had a large run up earlier (oct23-mar24) but did not really move on this most recent one and are now trading back at the lows, reason im concerned for these is bc they could play out like the old defi coins did in 2020 (sushi,uni, yfi & others) which made highs in feb/mar 21 and then did nothing for the rest of the bull market and then went into a bear market with the rest of the coins when the market did top - rotations are really aggressive in crypto and attention shifts extremely quickly, especially since most altcoins do not have any revenue they just trade heavily on speculation which means the floors are just much lower re: bitcoin, saylor & ETFs were significant portion of bid side & saylor wont be bidding soon bc of blackout period and ETFs have been net selling recently, also Trump winning the election had meaningful impact on markets bc of what he has been saying about crypto and the possibility of the bitcoin reserve, inauguration i think ppl will be watching to see if he confirms anything that he's saying but thats not until Jan 20th i believe - am leaning towards local top being in until then & then re evaluating after, also am concerned with how hard altcoins got hit when bitcoin has barely sold off mostly think alts topped & only a few outliers do well - like sol & btc the most out of majors but Q1 supply unlocks currently getting priced in, still dont really see any reason for eth to outperform, inval for bearish thesis is 102k+ & 220+ still like hyperliquid a lot, think they have a lot of fundamental catalysts coming up with HyperEVM & likely other spot trading markets launching soon which will lead to more volumes more users more revenue, they are already making like ~$500M annualized while having much lower fees than all centralized exchanges, pretty crazy if you do the comparisons to how much coinbase makes & their net income when they are a much larger and established business w/ much larger team - but yea think hype probably continues to outperform if they continue delivering, short term sell pressure from airdrop recipients bc they are up a lot now and there wont be a lot of retail flow yet bc not on the major exchanges - actually am curious what they are going to do wrt marketing that since they have been so focused in product up until now chex is interesting rwa play w/ solid traction with real world partnerships and is valued much smaller than a lot of other coins fuel is in interesting spot new altVM L2 that just launched & is very cheap relative to others at like 200M as far as rest of 2025 not really sure yet, still think solana & bitcoin much higher, think sol flips eth, hyperliquid & ethena favorite liquid alts rn, nillion & atlas prolly the launches im most excited for whats interesting about 2025 is we are going to have a LOT of new infra launches all competing for attention so there should be a lot of active rotations to do on both long & short side ai x crypto bubble is going to be hilarious"

@Lance_xbt majority port hype & chill

need to know which altcoins will be the best beta to bitcoin during price discovery already hold hype & btc this is for the silly part of the portfolio

@gainzy222 i need a girl as loyal as gainzy is to ethereum

RT @saylor: Why won't Bitcoin just suck the investment capital out of everything?

generating consistent returns across market environments requires a DEI approach to portfolio construction: Hype - chinese founder Launch - jewish founder IP - korean founder BTC - indian founder

@BasedTricky @coinbase fuck

@coinbase 6 for sure