Hurren.eth (💙,🧡)

@RaoulGMI @VivekVentures @dannyryan @grok which chain is best positioned to capitalise on this opportunity?

Wall Street is moving onchain. The question isn't if. It's which infrastructure wins. I sat down with @VivekVentures and @dannyryan from Etherealize to talk about Ethereum's role in tokenization, stablecoins, AI agents, and the regulatory path ahead. As ever, please enjoy!

@Tom__Rutherford @NoLayingUp @TronCarterNLU Wise words and very insightful. Thank you.

2026ullish

@FPL_Harry Literally?

Ive literally been trying to build a new defence for 2 hours. Turns out the rotation I need is literally in my own best defenders video from last week!

@RaoulGMI $4k budget - stack $SUI or sweep a @hirst_official #Currency?

There is a very very small window to buy digital art from established and newly established respected artists at reasonable prices. A very small window ... consider this a warning.

Should I stack more $TIA, @cburniske ?

Interesting to look at $ETH and $SOL on quarterly candles, each setup for this to be a breakout quarter if the corp treasury bid continues alongside a plethora of narratives that encourage people not to sell.

Alts season can be amazing or devastating... First the tide doesn't lift all boats so asset allocation is crucial ! Second, remember it usually happens in rolling pumps on different tokens. FOMO at these times will kill, conviction pays. What is conviction? Your token must outperform SOL, ETH and BTC to even matter, and it needs to have weekly charts that prove that. For me, SUI has a good chance and has outperformed this far. Your mileage may vary... Time horizon matters too. You WILL destroy your capital if you flip around too much. There are near zero short term traders who actually accrue wealth in markets. It's an engagement trap on X. The richest crypto investors I know found BTC, ETH and SOL early ish and did nothing but hold. How to know what to hold? You need to be able to prove network effects over time. Growing number of wallets AND growing total amount transacted on network. An early look is growing number of dev. It also needs to persist over time.Again, another reason I chose Sui but your mileage may vary ... Finding the right token to hold is the entire game. If (insert your bag) is not outperforming BTC, ETH, SOL or isn't forming a chart pattern that suggests it will outperform on a weekly times horizon then you are married to the wrong bag. My bag is mainly Sui with ETH via NFT's and a smattering of others - XRP, DOGE, SCF, BTC and SOL I'm a mercenary for my own capital and may switch at will, all of which will be flagged in GMI and possibly RV Pro Macro. I will try to do my best and flag it here but subs get the full reasoning and early look. I won't get the best performing token either. But directionally and risk adjusted I try my best. This is the greatest macro risk taking environment of all time and crypto is the greatest trade of all. Don't fuck it up.

And now, rotation szn.

@moonbirds I hope this isn’t a serious Q…

Pixel art Moonbirds or Illustrated Moonbirds? Discuss.

@FPL_Harry Conor Bradley pls

Any Players you want discussing in tomorrow's transfer targets video?

@cburniske @RaoulGMI Burniske and Pal strike again to keep the bull train running 💯👊🏻

@RaoulGMI You worded it a lot more succinctly than me 🤝

Continue to believe there are high odds we break the simplistic four-year cycle that $BTC has honored the last ~12 years. If that happens, most people will realize they over-traded what's to come, with too short-term a view. But to buy that thesis, you have to believe blockchains are foundational to our digital future, not some "get rich quick" scheme. Anyone approaching cryptoassets like lottery tickets, has the same odds of getting rich as someone buying an actual lottery ticket. With a supportive US administration, crypto could be entering a goldilocks period over the next many years, where returns aren't as parabolic, but instead we see steadier growth, not to mention majors stop suffering 85-95% drawdowns. In Carlota Perez's framework (see image), we would be entering the "Deployment" period, after what was a very nasty 2022/23 on all fronts. On drawdowns: I'm not saying they'll stop, I'm saying it's possible they get less extreme for the majors, which could whiplash people that overtrade with too much aggression. That said, I don't believe in "up only" unless you take an infinite view on Capitalism. But the 85-95% drawdowns come when there's too much unrealized profit in the market structure, combined with fear that the asset may never rise again. It's dawning on the world that BTC and quality cryptoassets are here to stay, and so the "this is dead" pricing is likely behind us for the majors (not for memecoins). I also think BTC and $ETH both having ETFs, and perhaps SOL+ soon, will provide more consistent buying pressure for these assets. If you ever want to see the % drawdown BTC could be exposed to, look at the 200W SMA, which has been our most reliable technical support each bearish period. Right now at ~$40K that suggests a 60% drawdown is possible, which is a far cry from 80%+ (has to drop another 50% from 60% down, to hit 80% down). As BTC rises, so too will the 200W SMA. And despite always entertaining this number as a possibility, I continue to believe 2025 is a volatile but great year for us. If there were two major sicknesses I could cure CT of, it would be 1) pessimism and 2) short-termism. Both of these will strip you of the opportunity to hone your investment skills and build significant wealth. Sure, I raise cash in frothy periods from extended assets, but I always stay net long because I firmly believe blockchains are key to our future.

@trussliz @bankofengland Incorrect.

It's because now the @bankofengland and establishment aren't trying to cover-up their own failings and sabotage policies they don't agree with. The 2022 fallout was NOT from the Mini-Budget, it was the failure to regulate LDIs as per this report: europe-economics.com/wp-content/upl…

@RaoulGMI @cburniske @bruggeanico @nickwh8te @musalbas You guys 🥰 #DreamTeam

@cburniske @bruggeanico @nickwh8te @musalbas 100%

No one uses it! Unlocks will kill everyone! Protocol fees are near zero! VCs and insiders own too much! What people say of $TIA now, they once said of $SOL. Aside from unlocks, $ETH received echoes of similar criticisms from early $BTC folks. Without fail, trolls think temporarily soft price action vindicates them, without seeing the locomotive approaching. But high-quality builders keep building where real innovation happens, eventually creating robust ecosystems, and if you pay attention, that's all that matters in the long run.

@RaoulGMI @cburniske I support this.

@cburniske Why dont you interview the TIA team on Real Vision? I think it would be fascinating

@elonmusk What’s your angle, Elon? Keen to hear the long term play here. Cheers

Exactly

@alpha_co $TIA?

@trussliz @bankofengland Hilarious 🤣

Labour, the @bankofengland and the media establishment smeared my budget and forced a reversal. Now, they've plunged the country into economic crisis.

@alpha_co Chris Burniske is bullish $TIA. Keen to hear Raoul’s thoughts as they both made the same early call re $SOL

what questions do you have for Raoul pal?