BrianFi

Reflections on crypto winter & Block Coffee podcast | 2024 Market Outlook☕️ brians-blockcoffee.beehiiv.com/p/go

@beaniemaxi bro said "for comparison sake" then proceeded to do an apples to oranges comparison

So we know who the big buyer was last week. Saylor announcing $2 billion in Bitcoin buys. Average cost basis now $67500. Since he started buying 5 years ago he’s up only 20%. For comparison sake; the S&P 500 is up 135%, gold is up 85% and Nasdaq is up 155% during the same period.

FACT SHEET: PRESIDENT DONALD J. TRUMP ESTABLISHES THE STRATEGIC BITCOIN RESERVE AND U.S. DIGITAL ASSET STOCKPILE March 6, 2025 whitehouse.gov/fact-sheets/20…

This crypto cycle: walmart SBF and temu Su Zhu are the best we can offer fr

State of the market

@CoreyCaplan3 @worldlibertyfi @realDonaldTrump I support ETH, but guess what shows up when you look up the $SOL tag😂

Fun fact, when you look up $ETH's cashtag on X, you see three people: 1) Vitalik 2) @worldlibertyfi 3) @realDonaldTrump We're in a world where the most influential entities for Ethereum include the sitting US President. Bullish

Imagine turning bearish here just because Trump didn't mention crypto during his inauguration speech despite all the activities his team has been doing in crypto and DeFi so far💀

BREAKING: SEC announces "SEC Crypto 2.0" a task force "dedicated to developing a comprehensive and clear regulatory framework for crypto assets"

Day 1 so far.

@lazyvillager1 Agreed. People really be midcurving due to overthinking a GCR tweet and having the wrong expectations for the trump narrative, we'll see if this is "the most asymmetric time to long in next 4 years" tho x.com/BrianFi_web3/s…

Many have interpreted the grift & GCR’s tweet that the cycle is over, with confluence from the lack of crypto mention in Trump’s speech I believe this may be the most asymmetric time to be long in the next 4 years wrt expectations against the reward of a positive EO

traders waiting for trump to mention crypto

LP position printed due to the trump family coins volatility, leaving a $TRUMP moon bag in case there is any surprise to the upside coming out of inauguration tmr

I think onchain trading is about to get a lot more exciting than trying to pick the right CEX alts over the next few weeks. We’ve already seen a few major runners, and the Trump coin hasn’t even started its sideways grind yet. This is a very different environment compared to last time: - Solana has cemented its role as the casino. It’s much more performant now, with clear incentives driving further improvement. - Apps like Moonshot (and others likely coming) can list low-cap onchain coins in just hours. - Trading tools have gone next level. From bots to sniper apps, onchain trading now rivals or even outpaces CEX terminals. - Launching a coin is effortless. You can spin up a new one in under a minute. - Low unit bias is still alive. So is the dream of finding the next low-cap gem - American zoomer's dream is alive and well. Extract as much as you can while we are blessed with these conditions. Gl.

If you are feeling fomo about $TRUMP but don't want to chase at this point (rightfully so), DLMMing on @MeteoraAG to earn some juicy fees out of the high volume might not be a bad idea

GM

taking a moment to look at the meta game post TRUMP: 1/ he picked SOL 2/ Sachs and Chamath have talked about SOL 3/ he didn't pick Base (COIN also US based with Circle and others with equity) 4/ SOL from FTX estate was sold at 40-70% discounts and many Wall St. people bought it 5/ SOL ETF on cards - 6/ carte blanche to projects doing all types of fee switches 7/ carte blanche to celebs, OF girls and others launching a token - 8/ beginning of a movement where other politicans of our generation may use this to crowdsource their campaign - 9/ SOL didn't go down. Handled volumes and interest well. Big W. Finally, there is no debating that Trump is strapped in and is pro-crypto. Lots of pro-crypto regulations coming and old ones repealed allowing all types of quality projects that have a shot at displacing TradFi - but with that comes degen stuff too

@imVIKI_ @_kaitoai followed! let's do this

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over $1B in cumulative net inflow now

If you bought $100 of Bitcoin when Coinbase was founded in June 2012, it would now be worth about $1,500,000. If you kept the $100 USD you'd only be able to purchase about $73 worth of goods today. Bitcoin is the best performing asset of the last 12 years, and it's still early days. Every government, especially those looking to create a hedge against inflation, should create a Bitcoin strategic reserve. Happy Bitcoin $100k day.