
coldest nigga breathing | @BullpenFi @MarketBubble
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this cycle isn’t like any other cycle the closest comparison i see is the 2020 DeFi expansion, when an entirely new vertical brought billions of dollars onchain this time, stablecoins and especially tokenized stocks are opening another new lane for crypto institutional capital, retail and developers are all entering through different channels, while the market structure itself has played out differently from prior four-year cycles trying to map this cycle one-to-one with the last one could miss what’s actually changing in front of us
@Snaked_YZY its called tether brother
@blknoiz06 @notwashed only took a whole year for it to move all g 😭
@notwashed i have been buying this coin for over a month now LOL
@mbubbleSearch @MarketBubble thanks bot!
buying zcash at $140 is like buying bitcoin at $140
@tannimations timestamp it!
watching ai agents bypass the "im not a robot" captcha is pretty meta i must say
i will continue to tell you that the hardest part from here throughout the rest of the bull market will be in strengthening your conviction & staying in the obviously good spots even the most bullish voices from the lows in June are already shaky bc of how much profit they're sitting on ability to shift mindset from short term to long term is how you capture the most PNL in markets that are heavily momentum driven very little reason to believe that Bitcoin will not make a new price ATH following the shortest and weakest bear market in two decades of its history, especially given this run up is occurring at a moment in time where there is increasing worry about how untenable the US Debt situ…
$IMD next btw
the united states needs crypto in a way that your average person has zero understanding of proliferation of stablecoins and tokenized stocks extends US Dollar dominance & in turn increases net buyers of US Debt at scale in a way that cannot be easily replicated your benefit of being here & understanding this is a massive advantage that you should not take lightly
@cryptoklotz @rasmr_eth thank you!
i’m increasingly bullish on Solana DeFi as one of the more underlooked trades this cycle memes captured most of the attention last cycle, while protocols like Jito and Jupiter were still early in their token lifecycle now there’s a much clearer picture of which protocols are becoming core infrastructure for Solana low fees, fast execution and growing onchain volume strengthen that setup as retail, institutions and tokenized stocks continue moving onchain
i think tokenized stocks are becoming one of the strongest metas on Solana Stonk is sitting right at the intersection of tokenized stocks and memes, with support across the broader Solana > anyone with a wallet and internet connection can get exposure to assets that may otherwise be difficult to access stablecoins proved how powerful that access can be and i think tokenized stocks are heading down a similar path
social capital is becoming a bigger part of how onchain trades reach escape velocity - public PnL creates momentum around a position - leaderboards make winners highly visible to new retail - new users naturally gravitate toward coins where they can see others making money - that visibility can turn into social consensus and accelerate distribution we saw a version of this with DOGE, and i think it’ll matter even more with social trading apps this cycle
i still think the rotation from majors into onchain is one of the clearest patterns to watch - majors move first as capital goes risk-on - stables sitting onchain start looking for higher-beta opportunities - limited supply of quality coins can make repricing happen fast - $ANSEM, CASHCAT and Pons were early examples of that rotation - launchpads + memes are still attracting capital i also expect Solana to have its own answer as Robinhood’s onchain ecosystem grow
You’re not bullish enough - Live with @rasmr_eth
@paullegend_ lol idk how yall be spotting me so fast but we just happened to be at the same event