Dumb Signal has archived 21,597 posts
from Ansem πποΈ (@blknoiz06) and classified
152 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 @SymoneBeez: Whop beating Uber/Door Dash/Lyft to the new AI gig economy wasn't something I was expecting.
$UBER$DASH$LYFT
currently also in camp that you want to be long going into back half of 2026 but really am not convinced Bitcoin/ETH/SOL/HYPE will be the fastest horses for risk assets https://t.co/tHczg0wMt7
β Quoting @fejau_inc
$BTC$ETH$SOL$HYPE
RT @maxxmalist: 12 years at Meta, now leading product + engineering at Whop is a wild upgrade path
when people with this level of experienβ¦
$META
@blknoiz06
Dec 10, 2025 Β· 01:32 ET
stock
1st mention
@notthreadguy bynd 10xd
$BYND
theres a person on ig who just sends me penny stock plays with high short interest
not sure what part of the cycle this is
@blockgraze @plur_daddy dogwifhat guy talking about k shaped markets & rolling recessions what happened to the game i love π«π©
$WIF
RT @PlaySOPO: SOPO is coming to @monad
- Wallet integration
- Exclusive Events
- Use Monad NFTs as Avatar
And so much more...
2026 httpβ¦
$MONAD
RT @jarxiao: Iβll be in Abu Dhabi all week for @SolanaConf!
DM me if you want to chat about:
- Technical shit (spot market microstructure,β¦
$SOL
@SolanaConf yooooo
$SOL
@blknoiz06
Dec 08, 2025 Β· 23:10 ET
stock
1st mention
SoFiiiiiiiiiiiiiiiiii
$SOFI
RT @MomentumKevin: The charts don't lie +$22K. Thank you America.
HIP-3
Hyperliquid
Tardfi
$HYPE
@DaveEscondido $74k
$BTC
@RadexOfZero its public info they publish it every time he buys some right now its about $74k
$BTC
@blknoiz06
Dec 08, 2025 Β· 11:08 ET
stock
trade
intent
@b00gi3 @thedefivillain buy zcash
$ZEC
| return | 1D | 1W | 1M | 1Y | now |
| $ZEClong |
+6.9% | +2.0% | +15.8% | β | +26.0% |
@blknoiz06
Dec 08, 2025 Β· 11:02 ET
stock
trade
intent
my thesis on bitcoin in 2026 has evolved to buy when price is beneath saylor's average entry and the news cycle is calling him
an idiot, then sell when Fink & PTJ clips are going viral about the BTC:Gold ratio
$BTC
| return | 1D | 1W | 1M | 1Y | now |
| $BTClong |
+2.3% | -4.6% | +0.7% | β | -28.3% |
good morning vietnam & zcash holders
$ZEC
memecoins contribution to the crypto space has been forcing investors to be more honest about what they are buying
a lot of these alts are akin to buying startup equity before they've shown any signs of growth but instead of a seed round < $100M they come out the gate at $1B FDV, they're tech-memecoins
memecoins let retail trade attention in its purist form, & would have had zero impact on altcoins with 1) real businesses behind them or 2) narrative for growing at a substantial rate + concrete proof of that happening (see: solana & hyperliquid performance for proof)
a lot of people decry the existence of memecoins as scams but the honest truth is that they are more honest coins than the other 99% of tech-memecoins that have no proven PMF and are also just trading off of speculation & attention
i did a lot of research on fuel prior to launch, the tech is actually some of the coolest out of the rollups, but market is now unrelenting in pricing these things downward until they show real adoption via users or apps on their platforms, & until they do they're getting re-rated at the same valuation of regular seed startup ideas
$SOL$HYPE$FUEL
@lBattleRhino @fejau_inc @xan_nick i fear the amount of ppl with the thesis of "bitcoin is going to go up exponentially forever" has reached critical mass
$BTC
RT @wassielawyer: I do think crypto is at a low point though - lower than 2022.
We decentralised and amplified extraction in the vacuumsβ¦
@toly @kaiynne dang sol was $0.50 when you typed this
$SOL
2023: best trade was crypto comeback
2024: best trade was ai + tech
2025: best trade was gold+silver
2026/2027: ?
@blknoiz06
Dec 07, 2025 Β· 11:41 ET
stock
1st mention
entering the period where it'll payout the most to be optimistic
because crypto is so heavily driven by speculation & retail participation, the boom/bust cycles are extremely exaggerated. combine that with 2020-21 cycle's covid-zirp mania + cambrian explosion of interest in defi for the first time and we have overhang of infra investments that went a lot higher than they should have
so even though we have meaningful successes this cycle with:
β’ breakout applications competing with top apps globally (hyperliquid, polymarket, pump, axiom, ethena)
β’ real improvements on the regulatory front with GENIUS act & complete sentiment shift on public usage of crypto
β’ meaningful trends in increased usage of defi applications & stablecoin usage globally
the general sentiment has been poor because most CT natives did not make as much money as previous cycles, and a lot of newer participants lost money on memecoins + underwater on ETH from last cycle -- although the group of big winners is always smaller than losers in markets, this cycle it was extremely exaggerated as the sharps made a lot of the money & overall holding crypto was demonstrably worse than holding tech stocks like nvda/pltr/hood etc (even more so since 2024)
crypto is competing with AI for attention & even though the thesis around crypto being a transformative technology has been proven, we are also competing with tech megacorps realizing this and devoting their orgs to also using this technology the best they see fit
--
so we are transitioning from the infra supercycle to the application supercycle, and your 1000x return period for just being early to crypto is over which everyone is realizing at the same time -- although this is true it's apparent that now is a better time to be building apps utilizing crypto rails moreso than any other time in its history, but since crypto's success has been so closely tied to how much number go up, that isn't evidently clear to retail who is down 80% on TRUMP & 90% on berabaddies coin
$HYPE$ENA$BTC$ETH$SOL$NVDA$PLTR$HOOD$TRUMP$BERA
@blknoiz06
Dec 07, 2025 Β· 09:21 ET
stock
1st mention
netflix acquiring warner bros is still shocking to me i did not realize how much old age media had been leapfrogged by tech-focused media
also saw CNN partnership with Kalshi makes me think a lot of these older networks are not making a lot of money
comsumer trend definitely moving towards more independent & tech innovative forms of media
wonder how many ppl watch @tbpn vs. major news networks
$NFLX$WBD
gut says retest of $80k in December
$BTC
RT @icyponds: @santiagoroel and if you're feeling adventurous you can potentially short visa and mastercard (not recommended)
But ultimateβ¦
$V$MA