Rogue (foobs intern)
3.9K posts
Rogue (foobs intern)
@RipRogus
Thaumazein.
United States Katılım Eylül 2016
191 Takip Edilen533 Takipçiler
I just think sentiment rn is a by product of us being in a late business cycle. There were no huge alt rotations because of most of the general populace being stretched thin for years now compared to 2021 or 2017 where that wasn’t the case.
It’s not a matter to me of being like I’m right you’re wrong bro I don’t care about trivial things like that. I’m just tryna understand where the logic is coming from because of how strongly you are shilling this belief.
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@RipRogus @AstroCryptoGuru I’m buying based on sentiment mostly, not TA.
But no worries man if you think 2 more down moves coming then you can wait and buy then.
If it happens I’ll tip my cap and try to get better for next time
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2026 playing out the same as three previous bear market years
2014
2018
2022
Do we see a pattern here ? lol
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@hasntpumpedyet I think what I’m tryna get at is his execution is usually what grabs me in his lyrics and that felt abysmal on this one. Just my two cents tho. Maybe it’ll grow on me over time.
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Yeah I can agree the production is up but I feel like his effort with vocals and lyrics nose dived off a cliff. Of course yeat never been good for lyrics it’s the sound but I can only handle him repeating the same 4 words in a song so much lol.
Dangerous summer runs laps around this comparatively imo.
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Last cycle still took til late 2023 for BTC to really begin up trending again. For equivalent now that’s late 2027 in cycle terms. Not to mention we are pretty much at the exact point in time as last 2022 with both global conflicts and where BTC is trading at. Following normal midterm years to a T. I’m just not seeing what the case is for higher now. If you could outline your thesis more would be appreciated cause everything I see still points for 1-2 more moves down.
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@AstroCryptoGuru This time I’m thinking bottom will be pulled forward, similar to how last bull we broke previous ATH before halving.
Makes me feel bottom already in tbh.
Obv macro can drag us down but with this thesis: Q2 = bullish. Q3 = bad, but, bad from how much farther up is the question
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@AltcoinSherpa It’s going down I’m yelling timberrrrrrrrr
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I don’t get why you keep hard slamming coins out of no where with an immediate switch in attitude to whatever you are buying? Why not dca over an extended time? Especially since you have already allocated such a massive amount of your portfolio. When typically in bear markets for BTC they last around a year + another good chunk of ranging afterwards. And we are just getting through month 5.
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i officially surrender to the $HYPE bullas
i was wrong.
since i posted this thread on why i wasn’t buying hype, it’s up 20%. i spent weeks mid curving while the chart was screaming at me to buy.
i'm fixing that mistake and deployed $480k into $HYPE at $39.
Being 'too greedy' for a perfect fill almost left me at the station. not the first time that's happened and won't be the last either.
i have one more clip ready for the low $30s (about 20% lower) if we get a retest. if not, who knows i might fomo even higher.
hyperliquid
Pumponomics@ThePumponomics
I was looking at making a massive allocation into $HYPE for the next cycle. I decided against it. The product is great. The coin is great. But the math for a 10x is harder than alternatives. Here is my breakdown👇 My problem with HYPE is that it's too consensus. Everyone loves it. It's only down 45% from its ATH. When SOL and ETH went 30x+ on their runs, they started from -95% from ATH. People were being mocked for buying them for weeks/months. In my experience in crypto, if buying for a long term hold and your entry feels warm and comfortable then usually something is up. Could hype be the exception? Sure, it definitely could be. But let's look at the numbers. $8B Market Cap. $31B FDV. That gap means there is a massive wave of dilution coming. To hit my target of a 10x return, $HYPE would need to reach $80B Market Cap BEFORE it spits out 75% of the coins which are currently locked. This is a huge headwind. For context, $SOL was the undisputed leader of the last run and peaked at a $150B Market Cap. Literally everything went right for it too. My philosophy is: Be early, or be contrarian... and then be right. When you are both, that is where the 10x opportunities live. Unfortunately, I don’t believe $HYPE is the best oppty to hit that goal. Best of luck to everyone in it. Great project, but just not for me at this price. If for some reason it goes to $15ish and i have cash left I'll consider it.
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@cryptoendgamer Yeah but then it goes into a chop range for like 2 decades. It why everyone forgets.
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Man for all the smarts I believe I have
I should have just full stack 100% of my fiat I made back in 2021 straight up into Gold
That is the ultimate savings vehicle
Better than a bank account and all
Ahh hindsight hindsight
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@cryptoendgamer Uranium and copper prob two big ones to put in the passive income multi decade stack. But the swings on these two are brutal for sure.
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Man they almost got me #copper
{CEG} MONTHLY CANDLE DUDE@cryptoendgamer
Almost everyone is bullish copper
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I dunno bros, $BTC still looking good vs equities since the feb $60K nuke.
relative strength szn
Pumponomics@ThePumponomics
Not the prettiest AO 1H bull div on BTC/SPY but it's there none the less with the dorito too. bounce it pls.
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@cryptoendgamer That’s not what I was tryna say. Just pointing out ETH bottomed like 4-5 months before BTC did so it happens.
If anything I feel like Tao is eth pre 20/21 bull.
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@RipRogus If Tao plays like eth in 2022, we’re so rekted
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If the fabled Benji is right
And this was the relief bounce
Then we will get good entries q4 2026
Whenever
But I still believe most people are under allocated in strong plays
{CEG} MONTHLY CANDLE DUDE@cryptoendgamer
In fact I do believe in Benji
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@hekmachine @AlgodTrading All depends on BTC tbh. BTC pukes again we likely get premiums.
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@insomniacxbt How heavily exposed are you to these positions from the total amount that you want? (Percentage of course).
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i don't keep more than 4-5 core spot positions at any given moment
makes you always have to fight for your bags
cut out morpho to include tao
reasoning is simple: morpho is cool but if you're going to make a bet on RWA (rwa looping) tokenization then you might as well buy the value layer on top (perp dexes)
tao is stronger as an overall AI x crypto play and it's a lazy way to bet on individual subnets doing very well (reflexive tokenomics)
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@0xSunRun I like all this. Think ETH outperforms what most think tho. One of the only coins outside world really cares about.
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I have seen the future - it is crystal clear.
Algod@AlgodTrading
Crystal clear $tao will be the bluechip of the next 1-2 years at least
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$HYPE is almost at $42, making it 39 Billion dollar FDV. Sorry to pop your bubble, but that is overpriced.
To compare, $FRIEND (FriendTech) is the largest socialfi platform that already has stuff built on it & is backed by Paradigm, the #1 investment firm in the world.
It has a massive treasury & is currently valued at $90k FDV. $HYPE is high on too much hype.... I believe it is overvalued. The team and product is great, but it is what it is.
Do with that information what you will. I'm expecting this to PND back down to a realistic valuation while we send $FRIEND to $10
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@snipeder Curating lists is very helpful with blocking out the noise ngl. Prob highest ev thing to do if you use X consistently. Never opening for you is the solution.
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Arent you guys tired of the constant CT negativity?
Real talk, CT has one of the lowest barriers to entry of any space online, and that means you end up sharing your timeline with every type of person imaginable — ruggers, scammers, LARPers, real life fugitives, trolls, all of us trading the same memes together. After a while it gets exhausting.
Not sure about you, but I didn’t come here to argue on the timeline forever and my time in CT is gradually coming to an end. I came here to make life-changing money and eventually move on.
The space is fun when you’re up, but it’s also toxic if you stay in it too long.
That’s why my mindset right now is different. I don’t want to be jumping from play to play forever. I don’t want to be shilling every new coin that launches. After this cycle, I’d rather just stick to majors and be done with the trenches for good. Thats why i need one last play to hit 8 figs PNL.
That’s also why I’m focused on finding one of those asymmetric setups that can actually move the needle.
The 6 fig wins are nice, but they rarely change your life. You hit one, you feel good, then you come back for more, and over time a lot of it ends up going back to the market anyway.
I don’t know about everyone else, but I’m tired too.
Tired of the noise, tired of the cycle, tired of feeling like you always have to be on the timeline.
Goal now is simple: make the play, secure the win, and give myself the option to step away for good.
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