Cristi ⚡️

@rektdiomedes Love the one liner of $TAO 😂💯

Not including $BTC, $ETH, $SOL and not including tokens I tweet about all the time ( $SYRUP, $MNT, $FXN)... My favorites for the next cycle are: 1. $TAO - every Cardano dad from last cycle is going to fall in love with it 2. $HYPE - how can you bet against Jeff? 3. $QUAI - appeals to both gigabrain CT'ers and the aforementioned YT Cardano dads 4. $ZEC - can't see how it doesn't kill in a bull market 5. $PENDLE - believe they'll just keep iterating like crazy and keep finding new PMF 6. $PUMP - think they're lindy at this point And then I would have included $AAVE but I'll be 100% honest all this recent stuff has really made me uncertain and I no longer hold any... Also could see random stuff like $HNT having a huge comeback arc... And then there's like 20 other tokens I like too as I tend to collect the darn things like pokemon cards but among large prominent stuff with mainstream appeal the above list are the best bets imo...

@Route2FI Kind of feels like $HYPE $TAO $ZEC are the $SOLUNAVAX of this cycle

I guess the coins I like the most going into the new cycle are these: 1. $HYPE (perps, L1) 2. $TAO (AI, L1) 3. $NEAR (AI, L1, privacy) 4. $LIT (perps, the best bet on perps after HYPE) 5. $PUMP (memecoins, speculation) 6. $ZEC (L1, privacy) 7. $MON (new L1) 8. $MEGA (new L2) New coins good, old coins bad. HYPE, LIT, PUMP, MON, MEGA has never been in a bull. Well, you could argue HYPE launched at the tail of the bull, but not a full cycle. TAO and NEAR are clear tokens in the AI narrative. ZEC is the "VC-privacy coin". But tokens are not stocks, they have no value. Yes, and no. I think this is one of the hardest "dilemmas" of the new cycle. Betting on tokens in 2023 felt like a no-brainer. We all had hopes that our coins would make a comeback at some point. Now, in 2026, with an infinite number of tokens, it's harder than ever to pick something. There is a huge difference between a good product and a good token, and since most tokens are governance tokens, do we really need them? Maybe not, but it remains the main vehicle for speculation. What about BTC, SOL, ETH? BTC should always be a part of a core portfolio, maybe SOL and ETH also, but I think the ones above will outperform compared to them. Anyway, my gut feeling says that there will be something else that takes the spotlight, and that "the new thing" will outperform all of the 8 I listed. These are my thoughts today. Next week or next month I could already have changed my mind, so NFA and do your own research.

@koolkrypto223 Yeah, kind of a difficult spot here. Would take an unbelievable amount of effort and delivery to sustain a proper move. And there are plenty of what used to be ‘quality tokens’ in this position. And most likely 99% won’t make it.

@CristiWeb3 This is after I read that 😬 Think it changes virtually nothing, was going to do a post on that too

I've bull posted $HYPE and $DRV ad nauseam (it's called conviction, sue me, not my fault there are <10 investable tokens in this space), so here's an update on all the other alts I've posted about in the past: $FLUID: Sold everything post USR hack. Uncertainty over how their bad debt would be covered, and design has so much exposure to the double edged sword of DeFi composability but also counterparty risk. Love their UI/UX though, would consider taking another look in the future. $KNTQ: Actually just added a little more recently, most buys have been around the current price. I don't think there will ever be a TradeXYZ token, so while they are dominating the HIP RWA market, $KNTQ is the only and best liquid bet you can really take on a deployer. Upgrade to Kinetiq 2.0 kHYPE is also very important and needed imo. It's core HyperEVM infra and it's here to stay, but my position is a few % relative to $HYPE. $90m FDV kinda necessitates taking a punt. $HPL: Holding but not adding yet. Love the UI/UX, @0xNessus is a genius by all accounts, but I don't know how compelling borrow % discounts are to tokenholders. I would like for there to be a stronger value accrual mechanism. There's currently no real benefit for me to hold $HPL since I'm not borrowing, and I'd prefer for the token to be more of a bet on the success of @hyperlendx rather than just a utility token. Bullish product and team, hoping tokenomics will catch up. $AERO: Doubled my position recently, very bullish for their expansion on to mainnet and their very large tokenomics upgrade. I think people on both sides of the debate are wrong about revenue vs emissions, but I'm high conviction that $UNI adding a fee switch activates $AERO's trap card and puts @Uniswap in an unwinnable dilemma. I see this as more of a veAERO (or soon to be sAERO) long/ $UNI short pair trade. Very good beta to Coinbase/Base too. $PENDLE: Just added my first tokens in a long time sub. $1 yesterday. I think they are a highly reflexive token that is a levered bet on the cyclical nature of crypto. $HYPE revenue is semi counter-cyclical (they continue to generate good revenue in a bear market), where as @pendle_fi is really built to leverage on bull market conditions (point farming, high APR stable loops). Very bullish the recent tokenomics upgrade from vePENDLE to sPENDLE, and I think at $250-300m FDV, this is a very solid bet for both mania to return as well as any sort of traction on Boros or fixed income coming on chain. Lot's of ways for them to win and run it back, very realistic path to return to ATH mcap ($1bn), which would be a 5x. $JUP: Bought a little thinking they'd build out a more competitive perps DEX faster, sold it all when it didn't look like they were. $SOL defi is likely pretty dead for a while post Drift hack. Massive business with many different successful products though, will always be on the watchlist. Just too expensive at $1bn FDV and not moving fast enough to compete with @HyperliquidX. $AAVE: Sold everything ages ago. Too much drama and bloat. Very ship of Theseus situation. If all the core contributors that gave @aave it's Lindy are gone, does it still have it's Lindy? Money markets in general are going to be an increasingly competitive vertical as actual banks start accepting crypto collateral as well. Kinda crazy to leave $ETH or $USDC on Aave if you're exposed to way more counterparty risk and lower than T-Bill returns on your USDC. Lots of pressure from @Morpho too. $ENA: Wrote a scathing bear post at $0.30, it's not much more attractive at $0.08. Similar to $PENDLE, it's a very pro cyclical reflexive play, but I don't think their ATH's are ever coming back. So much supply still left to chew through and so many insiders, VCs, early investors, and farmers left to dump. One of those tokens that looks cheap because it's down 90%, but it's still a half liquid $1.2b FDV token. $SYRUP: Holding but not adding. No strong conviction in either direction here, seems fairly priced at $250m. Good institutional lending and BD, worried that metrics are artificially inflated from looping. Plan to converse with LlamaAI and do more research. $TAO: Seems to be going on a $ZEC run. Lot's of people buying momentum who don't understand the tech (me: not understanding the tech). Got a tiny amount of exposure earlier and sold too soon. Don't feel comfortable adding more here. Doing lots of research on subnets though. "Claude, tell me which subnet to buy for a 10x vs $TAO, make no mistakes". Current thought is it's probably unsustainable vaporware, so it'll probably moon. I'm probably missing a few but comment if there's one in particular you want to know my opinion on. It's probably negative.

@Route2FI I think that’s exactly the moment when those looking to make it should actually double down: when it feels like the market is at its worst and when everyone is bored or leaving.

I still think that crypto is one of the best playing fields for young people that wants a shot of making it. Even though it doesn't look like it right now, airdrop farming/perp points, etc. (or a new meta) will come back. There will be good days again. Take asymmetric bets, be among other risk taking people (either on Twiiter or IRL). No matter what you do, don’t waste your best years playing it safe.

@sonder_crypto Solid advice. 💯

Everyone is bored. 1. That means the people you actually want to talk to have time to reply. DM and interact with them. They are the same people that would probably not have time to respond during the bull. 2. Build your runway. If you came out of the last bull with a couple years covered then you have room to breathe. If not, find a way to build that up. 3. Build conviction or decide this is not the place for you. In 2018 and 2022, crypto was not an obvious place to spend your time. In 2018 the space was close to being dead. In 2022 after the NFT run, CEX blow ups and LUNA, the entire space was seen as a grift. A lot of people decided there were greener pastures and that they did not want to spend more time here. That's fine. But you need to make that decision. 4. If you made mistakes last cycle, take them seriously. Identify how you felt when you were euphoric, what kept you from selling and what lead to you revenge trading. 5. All of my best group chats got built in the bear, there's something about going through the pain of losing money and confidence with the same people you come up with. By the time things heat up, the starting lineup is already set. 6. You have the tools now to build something. Think about the real problems. What do people actually want? What is extremely broken? Start building a solution yourself. If you're non-technical then team up with someone technical to sanity check your vibe coding. 7. Build an audience, share your thoughts in public consistently. Or spend time in TG/Discord and become a known face with respectable opinions. Personally I was never a solo trader and attribute a lot of my success to the people I befriended along the way. None of these are guarantees of success, crypto was always a place that chewed most ppl up and spit em out. Survivorship bias from the ones that made it while 90% of people dropped off. This isn't any different in 2013, 2017, 2021 or today. So you need delusional optimism, grit and conviction that you will make it against the statistics.

@nobrainflip It just closed green. 👀

If March closes red, it will mark 6 straight red months for $BTC. That has happened only once in Bitcoin history. The last time it did, the next 5 months were all green and BTC moved 300%+ from $3.4k to $11k.

@Route2FI I agree. ‘Refreshing’ is the best term to describe it, and it feels like it was much needed. Also, reading this post was also refreshing 👌🏼

This stage of the market feels quite refreshing. To me it doesn't feel like a super bear, but definitely not exactly bullish either, more like the quiet between storms where everything starts to rebuild itself. You can sense the reset happening beneath the surface. I am mentally prepared for us to go lower, and I think everyone thinks that the bottom will be in some time during the summer and October 2026. FDVs for most tokens has been coming down a lot, and things are starting to looking much more healthy again. Haven't received many pitches lately for new projects, but I guess activity is about to pick up again during this year. Meanwhile, retail has left and been out of this for a long time. Friends don’t ask about crypto anymore, and CT feel far quieter. A new cycle will start, and it feels nice that we have time to accumulate tokens and try yet another time to make it. The classic alt season is dead, but there will alway be narratives. All you have to do is to stay prepared.

Google's #quantum thing isn't some brand new bombshell from today. On March 25 they said: "Hey, we're moving our own stuff to post-quantum crypto by 2029 because it's coming sooner than most think." Then today (March 31) their quantum team dropped a paper with fresh numbers showing #Bitcoin and other cryptos might be easier to crack with quantum computers than we thought (way fewer qubits needed) ⚠️ Note: 2029 is their own migration deadline, not "quantum risk hits in 2029".

@AshCrypto State of the market

I'm in crypto from the last 10 years. I analyze markets every day. I manage millions of dollars. Here's exactly what will happen next: I have no fucking idea because Trump can make one tweet at any time and send everything to shit.

@Axel_bitblaze69 Very good read, ser! Definitely time to pay attention to this. 💯

Since the war headlines started hitting markets, Bitcoin has dropped 3–4% on both Fridays, with fear peaking before the weekend. $BTC is often where macro and geopolitical risk gets priced in first, which is why we see weekend volatility. Despite that, BTC still has a higher-low structure. What’s missing is a convincing higher high. The next move will show whether the uptrend holds or the structure breaks.

It just feels like this is a trader's paradise. ⬇️Oil goes down, new threats on the horizon. ⬆️Oil goes up, and positive headlines came in.

@silverhoard1 @cryptomanran What you said is nonsense. It can go down another 90%

@CristiWeb3 @cryptomanran Yeah short at 98% from ATH. Genius.

Of all the tokens you could buy!!! why????

@xiaaweb3 @frontrunnersx Appreciate it 🥂

@frontrunnersx @CristiWeb3 love the clean setup looking crisp

Eyes on this weekly close. $BTC is currently trading below the 200W EMA. Every time we've had a confirmed weekly close below it, price has gone on to tag the 200W SMA shortly after. Last cycle, once we lost the 200W EMA on a weekly close, the 200W SMA was hit either the same week or within 1-3 weeks. As of now, that level would be around $58k. Honestly, we would prefer this to happen rather than just chopping around. Proper reset, get done with distribution, move on.

The majority of the token supply is still at a loss, which tells the whole story of this cycle. Holding wasn’t the edge. Speed was. News trades, narrative rotations, positioning early, that’s where the money was made, and chances are this will be the case from now on too.

@MacroCRG Unfortunately it’s just because of token unlocks. There is an increase in market cap but without token price appreciation.

others/btc quietly ripping, now fully reclaimed the 10/10 candle

@princeharry_za Upbit listing

☕️ GM to whoever just smash bought 30 000 Bittensor $TAO on exchange wicking it from $190 to $215 🫡

Corporate bid is fading. In fact, at this pace we’re getting close to levels not seen since 2022.