Dumb Signal has archived 21,765 posts
from Ansem πποΈ (@blknoiz06) and classified
153 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.
@plur_daddy agree, am trying to time this, i think < 6 months & > 90k
$BTC
@blknoiz06
Sep 23, 2025 Β· 06:29 ET
stock
1st mention
RT @ipdotworld: koreaβs biggest ip has just been tokenized on https://t.co/RdirMhgvWU
$pinkfong - beloved by millions of kids across the gβ¦
$PINKFONG
@Aster_DEX hey!
$ASTER
RT @CryptoParadyme: Imagine for a moment you are a larger trader. not even millions, but enough that you want to keep your balance private.β¦
shorting eth 4150-4350, covering 3350 & 2361
$ETH
am i delusional for thinking galaxy can go up if im bearish crypto short term? or
$GLXY
@blknoiz06
Sep 22, 2025 Β· 14:50 ET
stock
1st mention
RT @KyleSamani: 0/ Today @FWDind announced a wide ranging partnership with @SuperstateInc
Firstly, We are tokenizing $FORD shares nativelβ¦
$F
RT @litcapital: Nvidia investing $100B into OpenAI in order for OpenAI to buy more Nvidia chips
$NVDA
@blknoiz06
Sep 22, 2025 Β· 13:56 ET
stock
trade
intent
cant believe im not long gold and bitcoin isnt at all time highs this cannot go on any longer i will not stand for it
$BTC
| return | 1D | 1W | 1M | 1Y | now |
| $BTClong |
-0.6% | +1.5% | -4.5% | β | -43.3% |
@_VLaaD_ @KookCapitalLLC yea but the point remains that it was at $0 less than seventeen years ago, there is no asset that has gone up this much this fast in the history of mankind, gold on other hand has traded for thousands of years
$BTC
@KookCapitalLLC like imagine being one of these niggas who were just mining it when it was worth $0
$BTC
@KookCapitalLLC supply overhang from ppl who bought/mined bitcoin at near zero $$$ is my only reasonable explanation
$BTC
@ZssBecker ppl just caught a liquid 10x on aster not even a week ago
alt season is perpetually happening in crypto now because there is just infinite new plays
alt season of past where everything with a token went parabolic is never happening again
$ASTER
haha wat if btc monthly closed red
$BTC
RT @jon_charb: The tough reality once you start looking at revenue is that one memecoin app makes more money than ETH does from all the βloβ¦
$ETH
RT @krugermacro: The market just saw its largest daily liquidations since summer 2023 for ETH and SOL, and since June for BTC. https://t.coβ¦
$ETH$SOL$BTC
@blknoiz06
Sep 22, 2025 Β· 08:46 ET
stock
1st mention
trade
intent
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
$NVDA$PLTR$SOL$BTC$HYPE$ETH$GOOGL$USDT$PUMP$IP$ASTER
| return | 1D | 1W | 1M | 1Y | now |
| $ASTERlong |
+19.9% | +17.0% | -41.4% | β | -63.1% |
| $BTClong |
-0.6% | +1.5% | -4.5% | β | -43.3% |
| $ETHlong |
-0.9% | +0.3% | -9.4% | β | -55.4% |
| $GOOGLlong |
-0.3% | -3.4% | -0.3% | β | +41.9% |
| $HYPElong |
-5.5% | -2.2% | -23.2% | β | +16.9% |
| $IPlong |
+0.5% | -0.2% | +3.9% | β | -7.1% |
| $NVDAlong |
-2.8% | -1.0% | -1.8% | β | +18.6% |
| $PLTRlong |
+1.8% | -0.3% | -2.1% | β | -2.3% |
| $PUMPlong |
+2.4% | +0.5% | -39.2% | β | -50.9% |
| $SOLlong |
-3.1% | -3.4% | -18.3% | β | -65.4% |
| $USDTlong |
-0.1% | -0.0% | -0.0% | β | -0.2% |
what really aggravates me about moves like this is it forces me to trade like a boomer
gold and silver are cleanly at all time highs while btc getting liq'd with the rest of the crypto market
completely diff buyers
$BTC
4k & 200 very important spots to hold for eth & sol, otherwise going much lower imo
$ETH$SOL
@pysch1c @stogolp all ik is wif went from 100k to 5b, all aster did is go 150m to 2.4b, tuh
$WIF$ASTER
@Credib1eGuy @blue_king_x yea i dont think -80% is ever happening on btc tbh think its a lot more likely we have prolonged periods of chop with short uptrends
$BTC
RT @tulipking: Judging by the general Aster commentary, I think many of you are getting rusty. Hyperliquid has made things a little too eβ¦
$ASTER$HYPE
@blknoiz06
Sep 20, 2025 Β· 15:56 ET
stock
1st mention
RT @wronguser000: Sooo the elephant in the room now is that 40% $ASTER supply reserved to the community, about $5B at current market cap ofβ¦
$ASTER
@Quanterty wif really the greatest coin of all time
$WIF
@0xuberM i love apewood but if you think equities are about to drop 10% & crypto is going to rip i have a lake to sell you in abu dhabi