you can only hold 3 altcoins > 500M FDV going into Q4, which do you hold and what are your targets by December 25th, 2026

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you can only hold 3 altcoins > 500M FDV going into Q4, which do you hold and what are your targets by December 25th, 2026
you can only hold 3 memecoins going into Q4, which do you hold and what are your targets by December 25th, 2026
@chumbawamba22 setup: worst cross-asset undeperformance in crypto's history past few years driven by • brain drain to AI • lack of innovation post-defi cambrian explosion • gold exceptional once in decade deca-trillions rerating add on top 10/10 worst liquidation day for alts
this is why crypto is currently one of the most asymmetric bets you can make as a capital allocator
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@chumbawamba22 setup: worst cross-asset undeperformance in crypto's history past few years driven by • brain drain to AI • lack of innovation post-defi cambrian explosion • gold exceptional once in decade deca-trillions rerating add on top 10/10 worst liquidation day for alts ever sentiment and positioning on crypto from insti & retail side at this bottom on altcoins are at multi year lows, maybe the lowest ever only one direction to go, up, in an asset class where it is heavily momentum driven ---- now on the flip side, for the first time in crypto's history, there are altcoins with • zero to little VC overhang • real pmf uniquely powered by crypto rails • regulatory environment finally le…
@umar_xbt up, up a lot
Looks like people are starting to realize that a network that sits at the center of AI model pre-training and inference only trades at such a discount to its peers because it has a token (which btw accrues all value and free cash flow), and it probably shouldn’t be priced that wa
free
the return to dino coins trend is prob just rediscovery of old vintage projects from a time when crypto actually tried to do things (relative to now) and prior to brain drain to AI/tech (rightly so tbh) cryptography, quantum resistance, cross chain protocols, defi, tokenization,
alt szn
people still have so much bear ptsd that they can't even see what's coming Q4 will be the best quarter for crypto alts in a very long time
one of the biggest lessons i've learned trading crypto is that catching the right rotation means very little if you give all the gains back in 2017, i made significant profits trading alts but round-tripped a lot of them by 2020-21, i'd gotten much better at identifying narratives early, rotating between SOL, LUNA and AVAX, and compounding gains across different trades i believe finding opportunities early and knowing when to take profits are equally important skills
i believe the strongest communities in crypto are built around relationships that can survive price volatility $ANSEM is an interesting example of that thesis playing out i've spent years building relationships with people through trading, sharing ideas and being active onchain as social trading grows, i expect attention, reputation and community loyalty to become increasingly important drivers of value
i expect personal reputation and trust to become some of the most valuable assets in the AI era as AI-generated content becomes everywhere, people will place a higher premium on individuals they've followed and trusted for years social capital is only going to become more valuable
paper stakers have made 15M in 3 hours LOL
this might be the best ponzi of all time
$STRK +53% since I called it the trade of the week welcome to the show 🫧
i think ive somehow already made 50% back of what i burned minting paper in rewards
@captain_kole im going 1000x long on paper trade and nobody can stop me
WOOOOOOOOOOOOOOOO
@blknoiz06 $24B volume IN 10 MINUTES WTFFF
son $2B OI??? LMAO
@HYPEconomist better whip out yo phone bro tf
@Jawsol_ i like kled!