Dumb Signal has archived 21,350 posts
from Ansem πποΈ (@blknoiz06) and classified
148 as real trade calls β each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
RT @degentradingLSD: Post mkt thoughts 24 Jun 26
What a day in markets! $MU reported amazing earnings. 41B of rev? that's what i call a moβ¦
$MU
sol onchain also looks good
$SOL
solana looks good
$SOL
@AvgJoesCrypto @onchainsorcerer kintara pumpcade cards bp jto & some memes
$JTO
RT @CryptoCurb: I know that no one wants to hear this right now, because most are max bearish, but sellers are reaching exhaustion.
Solana.
$SOL
RT @0xcarlisle: assets the size of bitcoin adding 10-15% in less than 30min
that used to be us
$BTC
RT @wallstengine: MICRON $MU Q3β26 EARNINGS HIGHLIGHTS
πΉ Revenue: $41.46B (Est. $35.5B) π’
πΉ Adj. EPS: $25.11 (Est. $20.4) π’
πΉ Adj. Gross Mβ¦
$MU
RT @amitisinvesting: $MU
MICRON Q1 2026 EARNINGS:
- Major Q3 beat, reporting adjusted gross margin of 84.9%, above the 81.9% consensus.β¦
$MU
@0xUnihax0r @BartTradesX fc btc 5m https://t.co/RumzufMIOF
β Quoting @blknoiz06
$BTC
@Joe_XBT @httpshuly coinbase robinhood rocket lab, ive hit a few big ones pretty publicly on here
i have been early to calling top on nvda a couple times
$COIN$HOOD$RKLB$NVDA
@rectalglizzy for some reason people always call me retarded when im bullish sol & then it 10xs
$SOL
@isellbeforeyou bottom in for solana onchain coins imo
$SOL
@Flaming0x i believe kintara will be one of the apps on sol that lead interest coming back into crypto alongside cards, pumpcade, some ai protocols, & whichever memecoin gains the most momentum in Q3 above 100M mcap
$SOL
@blknoiz06
Jun 24, 2026 Β· 08:55 ET
stock
trade
position
think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months
mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market
was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150
capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT
concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march
crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend
for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in
hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher
overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s
β Quoting @blknoiz06
$MU$SOL$BTC$MSTR$HYPE
| return | 1D | 1W | 1M | 1Y | now |
| $BTClong |
-2.1% | -1.7% | +5.1% | β | +5.2% |
| $HYPElong |
+0.4% | -2.3% | -10.0% | β | -13.5% |
| $MSTRlong |
-9.3% | -0.8% | -2.6% | β | +3.7% |
| $MUlong |
+15.7% | -1.5% | -12.2% | β | -14.8% |
| $SOLlong |
-0.5% | +13.9% | +8.8% | β | +8.9% |
solana looks good
$SOL
RT @Innerdevcrypto: So again, for most that do not know how to trade, you probably want to log out until october, then buy bitcoin and hypeβ¦
$BTC$HYPE
RT @Kunallegendd: Been looking to add $JTO so I ran a rough napkin analysis on the impact @jtβ¦
$SOL
solana pretty quickly accelerating on all parts of the stack
already the fastest & cheapest blockchain + home to most retail onchain activity while solana eco teams keep shipping aggressively
believe privacy will continue to be popular narra https://t.co/AULzi71nF3
β Quoting @0xd0m_
$SOL
@blknoiz06
Jun 22, 2026 Β· 23:29 ET
stock
1st mention
RT @0xD0M_: $ARX is one of the more interesting privacy bets coming to Solana.
@Arcium is building encrypted compute infrastructure, allβ¦
$ARX$SOL
@blknoiz06
Jun 22, 2026 Β· 23:19 ET
stock
1st mention
RT @princejampunk: I think the market is completely mispricing $SOLANGELES.
At $300k MC, most people still see $SOLANGELES as just anotherβ¦
$SOLANGELES
the protocols enabling tokenized rwas on solana seem underdiscussed on here
$SOL
airmass might be the greatest to ever do it with this $MU long
$MU
@waleswoosh people love hyperliquid
people hate pumpfun
--
pumpfun has the ability to change this if they want to
$HYPE$PUMP
this happens at the beginning of every cycle
it's not that im trying to onboard them through memes its moreso thats just what i know retail is going to trade onchain, sure there are also great protocols but most of them are facilitating trading & speculation
solana is the only coin in crypto today that benefits from degenerate gambling on memecoins and also degenerate gambling on stocks and RWAs
if you have $100 extra dollars in your bank account are you going to buy apple stock or a dogcoin?
$SOL$AAPL
@trading_axe they do, its also the same market cap as sandisk before it went 100x
$SNDK