OSF@osf_rekt
from my perspective, the timeline has gone from expecting the USA to announce a strategic bitcoin reserve and start buying btc in jan, to not even speaking about it anymore/totally discounting it.
while i think it will still take a while to get over the line, and we may see some negative headlines in between, i believe it's still an extremely meaningful north start for 2025 and i generally think dips are for buying.
the people in pain are those fully exposed to vapourware/animal coins etc which apparently is a lot of the TL so it reeks of despair coz that stuff is down 99%; a lot of it won't ever see ATHs again...within that cesspit i think there will be a lot of good coins that trade multiples higher this year though but you really have to pick coins with real communities/founders who are still showing up everyday or have demonstrated a history of lasting...otherwise you run the risk of it just completely dying.
in terms of majors it's hard to go wrong with btc, i think SOL unlocks etc are now priced in, and i also think ETH can stage a comeback too...just think there is good upside in those three.
personally im staying away from $TRUMP and those types of coins where unlocks start very soon and will create perpetual sell presusre on a daily basis; just don't understand why you would give yourself a disadvantage if you can avoid it.
as u prob know i like AI and $AI16Z and $ARC are my bets, and unlike animal coins, i do believe we will see new ATHs for these AI coins.
as usual i will keep working on $REKT which comprises most of my day and i reckon we have some cool shit coming this year for the brand + drinks.
these are just my personal thoughts, no one can say anything with any confidence but my strategy is clear to me and bets are placed/being placed.