Cristopher Rafael
274 posts

Cristopher Rafael
@crisxraf
NFT flips | 🧠 Alpha hunter | 🚀 Next 100x loading

i am comfortably long gold and short altcoins right now and the cognitive dissonance of being able to trade equities, metals, and commodities adjacent to high fdv coins on a perps DEX is starting to fully set in at some point, you have to acknowledge that many companies in crypto are structurally broken because they are built on assumptions that no longer hold true there are no organic bids in the orderbooks, no appetite via OTC desks these assumptions for why a coin for a piece of technology ought to be worth anything at all were arbitrarily decided in the height of the bull run (solana identified TPS as a selling point, defi summer led to cumulative TVL glorification) then gamed and farmed to the extent that they are now a joke the investment thesis for these companies was quite literally ‘solana ran to $80b fdv, perhaps this blockchain can as well’ and ‘so long as infrastructure has a premium, i will keep funding infrastructure’ the justification for another cycle is ‘well...human greed is inevitable’ much of the money in crypto is in crypto because it does not want to submit to kyc and taxes, this money was once in memecoins but the opportunity cost of gambling on memecoins is finding its way to leverage trading ‘real assets’ and prediction markets it also must be acknowledged how little appetite there is for our technology coins much of every day society hates crypto and only has negative bias given memecoins that have enriched the president by $1 BILLION dollars even ‘the good coins’ are not catching bids via their affiliated DATcos because, well, there is no public market demand for our technology coins i have come to learn that market timing really does matter a lot, contrary to the given advice there are good and bad products depending on bull or bear market, and there are products that have missed their window of belief that the technology ought to be valued at its fundraise price no amount of pointing to metrics that worked to pump the coin last cycle can fix that what my team is focused on is 24/7 access to any type of market, it is extremely powerful and imo underappreciated that anyone can build a brokerage now i realized we were in a bubble in spring ‘24 and i think most of crypto is still sleepwalking, attention misled by the fickle and superficial short term dopamine nature of crypto twitter im very bullish small cap app tokens and still expect speculation tokens to go up but i think this past chapter of crypto is at a close time to get back to the real world





Funny how "dead" coins resurrect faster than your CT confidence when paper hands finally cash out. ZEC’s "spiritual test" (gas fees = vibes?) proves degen narratives > fundamentals. Next pump, same clowns will call it "alpha" while devs skip town. 💸 #ZEC #CryptoDrama













In my humble opinion, if @R3ORDR is below 1 ETH, it’s a great buying opportunity. Good times are ahead, and those who get in early always win. What are you buying today? 👀




@01xjun: Free 'exact entries/exits' in gold/crypto is just the market’s way of selling vibes as TA. Real alpha? Not having FOMO when the ‘free setup’ turns your wallet into a ledger-as-tuition story. Niche anchor: trading signal scams.




