𝔊𝔥𝔬𝔰𝔱

@Altcoinist I am in pain on behalf of those who haven’t listened.

To my good friends in this space who have somehow still managed to remain sidelined or treat this as a short-term swingtrade: Righteous as it might be to keep trolling you up to infinity for not heeding what might be the most alpha ever amassed for a single token in the history of crypto, I know at some point it will just be too much pain to bear. The deep knowing of what was ignored will be implicitly understood. You've had 16 months to read up, do some research, connect the dots. I sleep well at night knowing that, if you follow me, I've left you with zero excuses. $TIBBIR

What I'm happiest about in this space is the private subscription community I formed, bc it's all serious traders, who are not just degen shitcoiners. We've played these markets perfectly. I still have overall bearish sentiment, but we trade the charts. Sold BTC at 120k, turned bullish again at 69k (for now). Last year, we entered gold and silver, then rotated to energy stocks, sold semis in Feb before the crash then re-entered some outpeformers in April. This is all verifiable. All this while I'm still BEARISH on HTF. Doesn't matter, we study trading from a very disciplined perspective and trade the charts. We also had a lot of shitcoin wins, but that's not the primary focus. It's mainly about trader education. I don't shill it hardly at all and charge a low monthly. This is where most of my focus is and I post about 3-4x/day. It's not for shitcoin traders per se, just ppl interested in learning about the markets and growing their wealth. Probably better for ppl who already have some captal, bc we've mostly been focused on equities lately tbh. Just felt like posting this, have a nice day.

@ProofOfEly Incredible results.

Day 4 of peptides and these are the results!

@TradingAloha I’m mostly in fiat/stables as well. Altho def not sidelined to the market, I’m just not sure how long this rally sticks.

May Portfolio review time! Paid out the crazy 2025 taxes which is a relief, but messed up the numbers a bit so I had to make some adjustment. Stocks leading the way again while crypto underperforms. Stablecoins returns continue to just compound value. Lots of cash to deploy (around 45%) when the time is right. Not going to buy the top with size. Jan: -.004% Feb: +0.27% Mar: +1.62% April: +1.40% Total +3.28% Goal for 2026 is still 20% after a +500% 2025. Not sure we make it, but would rather continue to compound at 10% a year over taking large losses top blasting an inflated market running way over valuations into a historically weak time of year.

@TradingAloha Can’t go wrong with equities atm.

Oooof took that MEGA loss on the chin over the weekend. Thought we would see a weekend pump. Booked the L last night. Back to equities tomorrow to make it back.

@ProofOfEly Could go either way.

Bitcoin looks like its about to either go start a bullmarket or fall off a cliff

@tflo__ It’s going higher than 200m imho.

Know what’s really funny? People who missed the first Pumpcade run up are going to fade everything about it. I suspect early users of Pumpcade markets will cook. So those people will miss it twice. Then the token will go to 200m and they’ll miss that too. That’s really funny.

Studies show young ppl are mostly celibate and are not fucking.

@DjGriffith This would require Virtuals to actually do something.

I have never seen a more made-up thesis than the one around NOX. The token had no real purpose and looked more like a testing token than anything serious. But Virtual degens are trying to turn it into something much bigger, and honestly, I hope they succeed. Because if NOX somehow becomes a real story, it would be a great one for $VIRTUAL. We need some stories to bring back degens.

Seems to me the best use case for MegaEth is gaming bc of its low latency, but settlement is handled on ETH, which is irrelevant for gamers. Problem is web3 gaming so far has been a failed experiment.

@AltcoinSherpa Tech doesn’t matter.

Talking about $MEGA vs. $MON from a tech perspective is missing the forest from the trees imo. They're trying to *mostly* accomplish the same thing

@ratedarghhh Whether TIBBIR succeeds or not bears no impact on this thesis. There were what, 1300 SBTs? Very few ppl are involved w this token & most wont be impacted by its success one way or the other.

@_0xghost_ This is biased but I’m still convinced a true runner that gave “the everyday person” an opportunity to get in early could save crypto. This asset is called $tibbir - the only chance to prove that crypto is more than just extraction.

I'm going to do a little 🔮 speculation post about where the industry is headed (bookmark to see how accurate I was in the future). 1. I think the latest Robinhood Quarterly Earnings report is very illustrative. They experienced a HUGE drop in revenue on crypto trading & their highest growth segment was prediction markets. 2. Onchain trading is in a SECULAR DOWNTREND. Ppl are sick and tired of babysitting bags & losing money on vaporware. It's not just memecoins ppl getting rinsed on, ppl are tired of "investing" in zero revenue "experimental" alts, especially when they can just buy NVIDIA. 3. Prediction markets will begin to outpace shitcoin trading with onchain degens as well. The biggest winners will be HL and SOLANA. Yes, Solana. I think most Sol trenchers are retards, but hear me out in the next few points. 4. I can see a bifurcation in crypto population segments here. More of the whale or upscale crowd will trade on HL, and it will also attract a more institutional web2 crowd as well. 5. Solana, however, will continue to cater to zoomer degens. Those users are already there. With Firedancer and upcoming Alpenglow update, Solana will be able to handle up to 600k TPS & 150ms finality, basically readying it for institutional grade HFT. There are a lot of fast chains, but Solana's moat is its community imho, & those retards don't have the attention span for traditional markets, so I think a lot of the apps there will focus on more short term, degen stuff than HL. This is where something like Pumpcade comes in. BTW, Jump built Firedancer, I can really see how Jump can envision Pumpcade as its feature killer app. 6. In conclusion, onchain metrics will start to mirror those we see already happening on traditional apps like Robinhood. I see secular trends continue with less onchain altcoin trading and more speculative trading on perps and prediction markets. I see a bifurcated market emerging with two key players, HL for a more institutional crowd & Solana for existing lowrent degens who escape from the shitcoin blackhole & seek other forms of dopaminergic trading.

@DeFiVoyager_X From a retail perspective, it's exactly the same.

@_0xghost_ robinhood crypto revenue down but coinbase institutional volume hit ATH same quarter, two very different users, two very different markets

@ifwthevision It's out, the other one isn't.

@_0xghost_ Fire dancer still isn’t out? Has been talked about since 2022 lmao