Ronin

The market has just done 3 things: 👇 1) Beneficiaries have bottomed. 2) Crypto has bottomed. 3) Enablers have felt some pain. I'm going to go over what this means moving forward, in the order you see. Let's dive into it. ---------------------------------------------------------- 1) Beneficiaries I think investors are finally realizing that beneficiaries are undervalued here. As most of these companies (such as $DUOL, $RDDT, $ZETA, $TEAM, $NOW, etc.), have great earnings reports, yet the stock has gone down. Actually, their earnings reports have been better than ever (since AI helps them produce more efficiently), but investors think someone can just vibe-code their website and that's why they're undervalued. Over the long-term investors will realize that they are wrong. And the rotation back to beneficiaries will slowly occur. This is why I'm invested in the tickers as seen here: $DUOL, $RDDT, $SNAP, $ZETA, $TEAM, $NOW, etc.. ---------------------------------------------------------- 2) Crypto Now for bitcoin (and crypto overall), I think we have bottomed out here (after I called the macro top and macro bottom: x.com/__Con_/status/…). People have making crazy returns holding $SPY, yet $BTC has been in the trash. Most importantly, though, I think $ZEC has bottom out here too. Which is why I'm positioned in bets such as $COIN, $CYPH, $CRCL, $HOOD, $GLXY (a mix of both AI + Crypto), etc.. I love the privacy + stablecoin thesis, as you can tell by my positions. And I think retail will continue adopt and buy bitcoin. ---------------------------------------------------------- 3) Enablers Lastly, enablers. What's happening to them here? Why is $SIVE down? Ok, $SIVE has undergone -30% moves around 4 times before it got to where it is at today (just 2 months ago). I'd be surprised if it wasn't one of those things again. The market is forward looking, of course, and unlike the beneficiaries who earnings already have been increasing, these enablers mainly bank off the fact of it increasing dramatically in the future. Not that there's anything wrong with that. It just leaves more room for speculation. I don't think the top is in for these though, not anywhere close (I do think some are more overhyped than others, ex: $NBIS > $IREN or $NBIS > $HIVE or $NBIS > $DGXX are a few examples). Because as investors seen $SIVE make 1000% returns in 2 months, investors will continue to search for and buy into the other enablers such as $IQE, $ALMU, $ASYS, and $OPTX, that will hopefully hit the same returns (yes I'm in this as well). I'm not saying these will go 1000% by the way, I actually think as time goes on, each pump go to less and less percent (ex: 1000, then 700, then 500, etc.), until investors fully swap to the enablers that actually have a historical past of producing, or beneficiaries. We're not at this stage yet though. We're still in that stage where people can pump up 1000% imo (with the right thesis + people). That's why I'm still holding my enablers for short-term trades. ---------------------------------------------------------- Well, I hope that helps. This is where I'm positioned over the long-run. Crypto, beneficiaries, EVs, undervalued companies in any sector ($LYFT, $NIO, $RIVN, $CELH are some). Then enablers for the short-term.