Arc

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.

It’s a waste of time to play with ETH whales It’s not our level they will always win

On ETH you got ancient whales who haven't transacted in years blasting $100k clips and on SOL you have 'KayTheDoc' batting 1 sol buys and 'The Duve' setting up his ringlight.

🚨 PAY ATTENTION Bitcoin’s next cycle bottom won’t be defined by price. The only thing that matters now: Time. Every Bitcoin cycle follows the same structure: 35 bars expansion + 12 bars contraction. 2015–2017: expansion 2018: contraction 2018–2021: expansion 2022: contraction Now look at where we are. The expansion phase is complete. The contraction has just begun. And this phase always takes time. Days from cycle top → final low: 2012: ~400 days 2016: ~360 days 2020: ~370 days We are not there yet. Based on historical timing, the highest-probability window for the real bottom is: July–November 2026. That matters more than any price level people are watching. Most traders think like this: “I’ll buy when it hits X.” But real bottoms don’t form at obvious levels. Below $50,000 I’m a buyer. Regardless of when it happens. July–November 2026 I’m a buyer. Regardless of price. If one of those conditions is met, I buy. No hesitation. Yes, I started accumulating in the $60k range already. Even though the timing window isn’t here yet. Back in October, around $120k, I said I’d be a strong buyer near $60k. People ignored it. “BTC will never go below $100k again.” Now we’re here. And there’s still one signal missing: NUPL. Every major bottom: - 2018 - COVID - 2022 Formed when NUPL entered the blue zone. We haven’t seen that yet. Remember: For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

$BASE is now live on whales pre-market are we finally getting tge this year?

all of my ct friends vanished without a trace and theres no one left. crypto as we know it, is over