TIAGO
8.1K posts

TIAGO
@TiagoChain
Digital assets | Research | Conviction
Bergabung Ağustos 2016
211 Mengikuti98.6K Pengikut

Market is getting interesting.
Bears are getting cocky here, piling into shorts with a massive liquidation wall sitting just above $65k.
But... I don't think we're done with the downside yet. Longs are still too comfortable. Looking for a quick sweep of $61,500 to wipe the board clean before the real expansion begins.

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most founders I know are building in a down market right now
BTC near $63k. ETH testing $1,800. Sentiment is rough.
and honestly? this is the best time to build
when prices are up, everyone's a genius. when they're down, you find out who's actually solving a real problem vs who was just riding the wave
the noise clears. the serious people stay. the tourists leave
we've been heads down shipping - new collateral types, cleaner UX, tighter lending logic
not because the market is hot. because the problem is real regardless of price
if you're building right now, keep going
the boring work you do in a down market is the moat you'll have when it turns
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the clubhouse right now is just creativity on steroids.
you won’t find peak community activity and optionality like this anywhere.
bear market has got nothing on this club.
𝙩𝙧𝙤𝙥𝙞𝙘𝙖𝙡🌴@tropicalvirtual
🏖️Introducing: THE RENDER POOL HOTEL Community Art Project ✨ Join us as we push the community to learn 3D and game dev all while building out our personal spaces in a digital world for everyone to enjoy. Similar to games like Habbo hotel, the idea is to allow creators on @OthersideMeta to express themselves and leave a mark within an evolving online game world. Join me in the Nexus today for another episode of the @TheRenderPool where I will go further into detail about this project. See you there voyagers!
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NFTs weren’t overhyped.
They were mispriced.
We treated digital collectibles like tech stocks.
We valued them like SaaS.
We marketed them like tokens.
We flipped them like memecoins.
Then we acted surprised when the illusion broke.
Collectibles don’t run on cash flow.
They run on:
> Culture
> Scarcity
> Identity
> Emotional attachment
That’s it.
Nobody buys a 1st edition Pokémon card for utility.
They buy it because it means something.
Now look at the NFT brands still standing.
- @pudgypenguins shipping toys into Walmart and going mainstream.
- @ChimpersHQ building culture beyond charts.
- @Claynosaurz behaving like an IP studio, not a mint factory.
- @Memeland acquired a listed company + a card company to escape Web3 collection limits
They stopped selling upside.
They started building brands.
Here’s the uncomfortable truth:
Most NFT projects won’t recover.
Not because the market is bad.
But because they were never collectible-grade IP to begin with.
Time doesn’t fix weak brands.
It exposes them.
The next NFT cycle won’t reward:
- 100x mints
- WL alpha
- Staking gimmicks
It’ll reward:
- Strong IP
- Cultural relevance
- Distribution
- Collector psychology
NFTs aren’t dying.
They’re filtering.
And filtered markets don’t reward hype.
They reward brands that survived irrelevance.

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GM if you think SOTU was a Japanese anime character.
It’s humpday down under people. It’s still hot and the clouds have gone. Luckily it’s a bit cooler for the rest of the week.
It’s time for me to see wtf happened overnight and I am already one coffee deep so expect more from me today 😎
The US stock market was up overnight. The S&P500 was up 0.7% and the Nasdaq 1.1%.
AMD was up 9%. They secured a 6 gigawatt meta ai deal worth billions.
Trump media was up 7%. Peeps must be pumped for the SOTU address.
Intel was up 6%. They invested in sambanova and started an ai partnership.
Roblox was up 7% after q4 bookings jumped 63%. Is Roblox back? Double bottom in play mfers. Dyor.
In commodities:
Copper was up 2%. Chinese traders return from holidays.
Tin was up 5%.
Coffee up 2%.
Nothing else doing.
The #crypto market cap was flat at 2.3T.
Bitcoin is down 0.5% to 64.2k.
We have a double bottom around the 63k level and rsi is much stronger on the second bottom. It’s possible it holds for a while. We have had a little bounce but rsi and sto have turned down which is odd. I would expect it to head back through 65k before falling again.
Ethereum is down 1% to 1.85k.
None of the other big guns really moving. Hype is up 2%.
The biggest mover rn is pippin up 14% and moving into the top 100. It was listed as a binance perpetual contract and had a short squeeze.
The biggest loser rn is atom down 6%. No news around.
WTF is trending rn:
1. SOTU. State of the Union address sparks massive political fireworks nationwide.
2. #WWERaw. WWE Raw episode drops epic matches, heel turns, and fan chaos.
3. Robert Carradine. Revenge of the Nerds star trends with wild Hollywood nostalgia. RIP
4. NYPD. Big NYC police news ignites heated debates across American feeds.
5. Revenge of the Nerds — Classic ’80s comedy revival memes explode with retro vibes.
In nocoiner news:
Everyone bracing for State of the Union address. Especially Supreme Court justices 🤣
Anthropic digs in heels with dispute with pentagon.
Nancy Guthries family offers 1m reward.
Louvre chief steps down over security issues. About time. Someone had to take the fall. 🤡
China hits Japan with export bans because of their military ties.
In #cryptonews:
Solana based step finance collapses after hack. 🪦
Coinbase expands US stock trading to 24/5 🔥
Michael Saylor compares Bitcoin with Apple and Amazon
Vitalik ready to sell more eth. Still don’t understand this. Selling the lows. Even if you go short what’s the bottom. 1400?
Much more upside than downside. 🤔
After donating 35m to Trump PAC, crypto .com scores a win from regulators. Piper paid peeps. 🤑
Binance seeks retraction from WSJ article over Iran article.
SUI gains US access as 21Shares lists TSUI etf on Nasdaq.
That’s it from me. Looking for a lil btc pump. Hopefully trump can pump our bags in the SOTU address.
The week is half over people. Make the most of this second half.
Never stop the grind mfers.
💙blue
GIF


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@MutantApeJack @idOS_network idos quietly becoming the default layer ngl
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Most identity projects try to become a new standard everyone must adopt.
@idOS_network feels smarter: meet apps where they are, let them request a narrow proof, and keep the rest private. If they keep it simple for builders, this could be one of those layers that just quietly becomes default.

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The only part of the State of the Union worth watching. Reading the transcript feels like a fever dream 😂
"Our country is winning again. In fact we are winning so much that we really don't know ... what to do about it. People are asking me, please please please Mr. President we're winning too much WE CAN'T TAKE IT ANYMORE! We're not used to winning in our country until you came along we were just always losing but now we're winning too much ... and I say, no, no, no, you're going to win again, you're going to win big, you're going to win bigger than ever." - Donald Trump
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ive been on social media for 10+ years, i am unc
facebook, instagram, tiktok, 𝕏
progressively over time, ive observed it's gotten more and more negative every year
are social media platforms the cause of it? or is it simply a reflection of human society as a whole? i think it's mostly the latter. however, for the purpose of this post, that doesnt matter.
our energy is one of the most important things in the world. how our mindset is, how our perspective on life looks like.
there will always be negativity in the world, but you have to use your power to protect yourself and walk in the light. your life is abundant, full of opportunity, and joyful.
IF you choose that.
i remember when i read the same statement from other people on social media years ago and chuckled. but i said, fk it, why not try? so i tried.
and after all this time, i can verify it is 10000% true. protect your thoughts. stay positive. focus on yourself. ignore the negativity. of course stay self aware, and take good feedback to improve, but ignore any noise.
life is good. IF you choose to look at it like that. in the best of times, and the harder periods, it's always neutral. it starts up here.
our time, our time
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