Ansem 🐂🀄️ @blknoiz06

think you can make the argument that bitcoiners & ethereans up 10,000x over the past decade rotating gains into zcash as government overreach becomes more and more likely

said my invalidation for being bearish was bitcoin weekly close > $120k & solana weekly close > $250 if $BTC is going to catch up to gold's most recent move it has a lot of room to run (+$12T market cap in last 15 months) looks like was wrong on temporary bearishness of crypto & equities, think rhino was right on NVDA as good signal for continuation dont believe in hard timeframe of 4 year cycle, but still believe it is prudent to have realized profits to your bank account if you are up substantially from the bottom, personally will likely be heavy $BTC with remaining port & add long exposure via perps if given the opportunity - strongest reason i dont believe in 4 year cycle top is that for entire history of bitcoin, gold has been ranging, this is the first bitcoin uptrend where gold has been on a massive tear the entire time, if you pull up the BTC/GOLD chart we have not even broken this pair's ATH from last cycle if bitcoin were to top without making a new BTC/GOLD high would be indicative of it failing in its main use case as digital gold *or* that '21 cycle was peak bubble prices for bitcoin - believe neither of these things to be true for those nonactive in markets w/ 9-5s, it is very important to have exposure to the stock indices & Bitcoin in some way, as admin is very adamant about attempting to devalue the dollar + grow our way out of our debt situation, which means wealthy ppl will hoard hard assets

spcmn told me to buy zcash three days ago at $70 and now its $170 😳

@udiWertheimer @DancingEddie_ what do i buy tho? btc hype pump?

Buy spot XPL and it goes up a lot Perp long the pull back and it goes up a lot Bridge to ape plasma memecoin and it goes up a lot Great tech, highly recommend

debating running a long $XPL / short $ETH swing pair trade for Q4 -- Plasma should be the ideal place to farm with stablecoins for forseeable future with 8% of token supply allocated to bootstrapping TVL & partnerships with established OG defi protocols on Ethereum incentive alignment with a lot of power users in crypto already through public token sale and strong backing from tether/bitfinex/founders fund/framework trading at $2.7B circ / $14.7B FDV market cap most reasonable comps are Tron ($30B) - which is nearly 100% used for stablecoin transfers, Plasma already has $3.7B defi TVL compared to Tron's $6B and should have a lot more momentum with dapps deploying in early stages comparably to Tron which does not have a lot of activity outside of transfers and has stagnated for awhile, + Plasma's $0 fees on all $USDT transfers should make it the best place to handle these transactions other comps would be newer L1s like Sui ($11B circ / $32B FDV) which has already experienced its 10x rerating this cycle definitely believe this will get memetic value as being the only way to publicly get long tether, as we've seen the meme "banking chain" thesis sent $XRP to $150B+ market cap over the past five years with zero utility at all -- am concerned with general bearishness of the market so could be a drag on price action, but think you take advantage to buy more spot here if given the opportunity as the most sell pressure from presalers should happen within the first month, expecting floor around $1 if im wrong on general bearishness and have to close the ethereum short leg, think Plasma will be one of top performers alongside others like hype/pump/ethena $ETH short leg:

TNF | gambling w/ $100k on LUCK https://t.co/dCEtxvv9v6

doge is good analog for this cycle 2021 was absolutely batshit insane with how high we pumped altcoins, covid crash directly into never before seen fed-assisted economic stimulus this cycle has been lower highs across board for most altcoins, and liquidity has flowed elsewhere (cont.) simultaneously believe that we have seen the peak of crypto price action driven purely on speculation about future growth, and also that we are entering the most bullish period for businesses augmented by blockchain rails "revenue meta" being a term is just reflective of how far distanced from reality crypto markets have traded the past decade - difficulty is in determining how to best get long this new trend, it is apparent that this will be isolated to individual apps that achieve pmf and not broadly across the board to anything with a token two main drivers of majority of revenues in crypto: - users willingness to absorb high fees because of how much speculation is present w/ users trying to hit home runs - efficiency & low-cost of blockchain rails compared to traditional systems we are near peaks of the former and will see more success stories focusing on the latter, @solana has dominated both of these verticals interestingly enough and still think its valued way too low comparatively to other assets for how much activity occurs here in the space also cool to see teams like @inversion_cap that realize how transformative blockchain rails are while also being pragmatic enough to realize that it may be more efficient to improve existing businesses with distribution rather than build everything from the ground up -- nvda ($176) is up 1600%, palantir ($182) is up 3000% (3x from april tariff lows, now 400B mcap), market has shown that these were the main assets leading price action for risk past few years, believe that it's difficult for crypto to look as attractive if stocks have better risk profiles with better liquidity and also better returns - this is whats most concerning to me atm because seems like many have assumed that stocks going up just also means crypto going up as money moves down the risk curve and im just not sure that is the case, imo you will need to be even more picky w/ asset selection in this market than previous years am not a believer in: - doomer thesis of the USD hegemony collapsing as the reason people will need to get all of their money out of the stocks within the traditional finance system and into altcoins - stocks going up means crypto will go up - that we haven't short term topped because we haven't had a blowoff top / parabolic price action - 4 year cycles am a believer in: - stablecoins will extend USD dominance globally to levels never seen before - investing in good businesses and assets will continue to yield supernormal returns - crypto will be foundational technology for a ton of businesses over the coming decade - market cycles -- dont agree with rate cuts being the main driver for bull market continuation, is clear to me that we do not need lower rates for bull market price action as we've seen with how stocks & crypto have performed since late 2022 it is evidently clear that current situation with economy & inflation is most bullish for gold and silver than any other assets, gold has been up only since Powell indicated that they would begin cutting rates during Jackson hole, ((i cant believe i actually have to pay attention to "real rates" but alas here we are)) trillions of dollars sitting in money market funds are not going to start aping fartcoin whilst already up 1000x because the fed is now concerned enough with the economy to cut rates, it looks like it is just flowing into gold & silver -- dunno why i typed all of this when i rely on squiggly lines for 90% of my decisions anyway but yea looks like stocks are parabolic, momentum slowing on crypto assets, & we're entering period of most uncertainty we've had in awhile wrt economy expecting lower over next ~6 months and higher into back half of 2026 through 2028 would flip bullish on crypto if solana weekly close > $250, bitcoin weekly close > $120k optimal strat atm is to sit majority in cash & have ape stack set aside for researching new launches & finding outliers w/ momentum in price action (ex. $PUMP / $IP / $ASTER ) want to bid $90k btc, $25-30 hyperliquid, undecided on sol & pump sidenote: i am immensely underallocated to stocks & think cat is right ab top blasting google regularly, will likely talk a lot more ab them moving forward on here

lets say you started this cycle with X dollars, and now you have 100X dollars, i think you should have <=30X dollars actively left in the market hype trade i am updating isolated from everything else in my pinned thread, it is difficult to call top on that project specifically because they are consistently growing revenue/users/volumes/add'l businesses & they are still tiny valuation when using relative comps of other projects

am hoping for a window of opportunity with a market pullback + fear ahead of first major unlocks in November for a chance to buy more $HYPE don't think there is a stronger growth story in crypto atm & fundamentals continue to improve month over month https://t.co/6Dr5YoKNqO

@gumsays short coins

hyperliquid update #5 [$47] • consistently making all time highs in all relevant metrics (% mkt share of all CEXs, Total Open Interest, Total Trading Volumes) • has been in sideways consolidation for a couple months now in the $30-$50 range, key psychological level & 5x off lows • has underperformed ETH on the most recent TOM LEE rerating, believe hyperliquid will catch up on the HYPE/ETH pair soon • thesis still intact & higher majors go == higher price targets for $HYPE tailwinds that we haven't seen play out yet • HIP-3 markets getting implemented outside of pure crypto perps • spot trading of other markets • HypeEVM activity spiking + improvements on TPS • continued growth against CEXs

@CRYPTONOMICON_ @Credib1eGuy u guys r silly wabbits all i did with this coin was short it and make money till it stopped working https://t.co/GnMqXyAJLP

my $LINK marine arc is about to be INCREDIBLE calling bottom on linkbtc chart at 0.00018BTC https://t.co/C0829d1n71 https://t.co/OYK6dj5Lh1

.@chainlink @ $21 & @ethena @ $0.70 are not the two highest conviction altcoin plays i expected to have going into the second half of the year but alas here we here are $LINK & $ENA

@ribsauce well my good friend, now i am telling you to buy galaxy digital at $27

@based16z what a chart about to start doing some activist investing and using snapchat daily

almost every single equity play ive taken looks exactly like this, months+years of sideways while fundamentals improve & then just have alerts set on the range breakout didnt post roblox [ $RBLX] when it triggered but nearly identical chart https://t.co/2q3LKpohhW https://t.co/WiaJxcJAvq

bought back my bitcoin at $117k that i sold at $110k to try and buyback at $90k with a target of $600k ama

definitely have been selling on the way up from multiple wallets if you're an OG bitcoiner then you believe btc main use was to hedge against monetary debasement, a 100,000x in a decade while govts & tradfi entities are buying confirms that thesis we're at the late majority stage for bitcoin & early adopters stage for crypto as technology imo, but for bitcoin in this stage in the thesis you either believe • complete collapse of the US dollar & widespread financial depression globally • continued slow devaluation of the dollar while they attempt to grow their way out of debt in the former scenario you need land/ammo/sustainable food/water/power & $1B+ assures you of this anywhere in the world for multiple generations regardless of what happens to any global currency in the second scenario Bitcoin continues to be the greatest performing asset but 0% chance it 100,000Xs again in the next decade, a 10X more likely to ~$20T $BTC at its current stage is likely the safest its been as an investment in its history because of how derisked it is now to own some of it in your portfolio, and the trillions of sidelined capital that haven't allocated, but its growth from here will be slower since its notably larger by market cap on the flip side if you believe the world is going to move forward with crypto adoption + 24/7 markets & that blockchain technology is a 0-to-1 step change for how humans & AI entities transfer value between each other, then Bitcoin will not be the only $1T+ market cap asset, & focus should be on finding what the next one(s) are in the next few years