GB Capital
2.2K posts


@izebel_eth I have pretty much the same portfolio, but the only difference is that my Hype position is Pump. :)
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as crypto matures so do the hold times on good assets
crypto participants were trained for years (decades!) that buying and holding was a scam - this was because the underlying business were either nonexistant, struggling to find pmf, or had little moat
the survivors, myself included, learned to sell, delete discord, move on to the next one and never look back
but that era is over, there are genuinely good protocols to own, with real pmf and moats, and our edge is in being able to tell the difference between the good and the lemons. i believe the best opportunities are holding assets that are undervalued due to investor confusion
the era of the schizo rotator is over, long live the value investor

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My thoughts on the BTC cycle theory - perhaps history does rhyme surprisingly strongly after all....
$BTC
@gdbeeli@gmail.com/bitcoins-rhythmic-cycles-is-history-repeating-itself?referrer=0xCBf46bafC0d4d4121523B1ac4F837E7398ACEa90" target="_blank" rel="nofollow noopener">paragraph.com/@gdbeeli@gmail…
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@AlgodTrading Your post inspired me to write the article :)
@gdbeeli@gmail.com/bitcoins-rhythmic-cycles-is-history-repeating-itself?referrer=0xCBf46bafC0d4d4121523B1ac4F837E7398ACEa90" target="_blank" rel="nofollow noopener">paragraph.com/@gdbeeli@gmail…
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@goodalexander The more I hear Dalio talk, the more I get the impression that he is showing slight signs of dementia...
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@coinmamba Lit and pump are both quite cheap here considering their rev to MC ratio imo
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@RookieXBT This was the first higher low for the new uptrend imo :)
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@mdudas I would also recommend Hype and Lighter, which offer the option to speculate on many different assets. I think there's a lot of potential there too.... :)
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@mdudas imo Pump has a pretty cool app for normies with its streaming option. I think what's missing in crypto is a socialfi product that really onboards normies, but which is also enjoyable for everyone who's already in the space. I think there would be so much potential.
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