SebNondzee

Since everyone on my timeline is giving their perspective about the crypto markets, I thought maybe I should chip in as well So here it goes….. I have been a firm believer that the key reason for alt nuke in this cycle is that unlike the previous cycles we are not able to see the historical rotation of money from Bitcoin>large caps>mid caps>shit coins This holds true as ETFs are sucking Bitcoin out of circulation at a rapid rate, there by killing the possibility of money rotation from Bitcoin to alts High interest rates also prohibit the flow of easy money that was circulating for the past 10-20 years & since covid we've had a record breaking money printing in the last 4 years which in turn gives central banks enough reason to curb the printer And with the current inflation data, the rates do not seem to be going down this year, translating into “NO MORE EASY MONEY for businesses and retail” However, despite the liquidity issues in top and bottom line of finance, Federal reserve's Bank Term Funding Program has been recapitalising banks in the past year and mostly will continue to do so in coming future from time to time, killing in part the purpose of keeping these rates high More interestingly despite the inflation and unemployment problems around the world we still have a roaring stock market and numerous wars around the world So what exactly drives this kind of capital markets behaviour and conflicts to take place with so much inflation and domestic instability in the developed world? Answer : A I And when I say AI I do not mean robotic warfare like we see in Hollywood movies, instead what I mean is that AI has enabled "companies/governments" to increase net productivity & profitability despite the inflation woes. Hence you see record unemployment & struggle for food & heating arrangements AND YET stocks are soaring & wars are spreading across the globe like a virus So where does all that leave the crypto world? Do we see another bull? Is this the end of this cycle? To put it simply, no one knows what the next bull run will look like, (Especially since we're now having blackrock carefully watching over our shoulder 👀) but without a doubt in my mind this bull run is far from over Remember 👇 FUD is on it's peak at the bottoms FOMO is on it's peak at the tops & right now we're seeing a lot of irrational fud in markets Despite wars, inflation, unemployment & recent FUD from the SEC we still have Bitcoin ETF's buying and holding big bags, which is clearly a trend that will continue not for years but decades to come With advancements in AI we have profitable companies driving the economic growth despite various demographic challenges & this trend will continue to grow in coming decades, this trend will drive FOMO back into crypto in coming months Chatgpt will be releasing a new model this year which will be quite significant (per words of SAMA) & SORA will be releasing updates on a regular basis prior the final release (No ETA) driving coins working on similar lines Nvidia will have challenges to its throne in the form of big tech like Google,Apple & Microsoft building their own chips. Chip manufacturing will be a fiercely competitive field as well as a national security issue across the globe & will see the highest investments attracting sovereign wealth funds. Similar Ripple effects will spill over to crypto & drive crazy valuation for good and bad Depin projects alike Similar trends will come forth in the RWA sector. Blackrock's push tokenisation & big bank's interest will drive the narrative for this cycle & the ones coming ahead. Setting the stage for rerating of a lot of hammered projects Lastly, now that the Bitcoin halving is done, big Cexes like Coinbase & Binance (despite the regulatory scrutiny) will pump their listed alts enticing the retail to markets Why? Because their entire game is fixated on trading fees & leverage play & they've got tonnes of cash to support their 'Operation Pump’ The Bitcoin dominance will eventually come down, but not in the low 30’s that we're used to seeing over the years IMHO. That being said with dropping dominance we'll be seeing alt season in coming days with the most stringent challenge coming not from other narratives like BRC, Web3gaming but MEMES Alts will pump, just need to HODL your conviction bets, as CZ once quoted “If You Can't Hold, You Won't Be Rich”

EFFECTIVE TUESDAY, DTC TO ASSIGN 100% HAIRCUT TO ALL CRYPTOCURRENCY INVESTMENTS⚠️ FIRMS WILL NO LONGER BE ABLE TO UTILIZE CRYPTO AS COLLATERAL, INCLUDING ETFS AND OTHER SPOT PRODUCTS.

seeing people shill karak as the next farm went into their discord and then realized they are the same team that rugged risk harbor (UST depeg insurance protocol) beats me how VCs don't do simple due diligence will not be putting any $ in this one and i encourage everyone to dyor before deciding to do so

seeing people shill karak as the next farm went into their discord and then realized they are the same team that rugged risk harbor (UST depeg insurance protocol) beats me how VCs don't do simple due diligence will not be putting any $ in this one and i encourage everyone to dyor before deciding to do so

seeing people shill karak as the next farm went into their discord and then realized they are the same team that rugged risk harbor (UST depeg insurance protocol) beats me how VCs don't do simple due diligence will not be putting any $ in this one and i encourage everyone to dyor before deciding to do so

seeing people shill karak as the next farm went into their discord and then realized they are the same team that rugged risk harbor (UST depeg insurance protocol) beats me how VCs don't do simple due diligence will not be putting any $ in this one and i encourage everyone to dyor before deciding to do so