(Cory)phistera Alaudina #MM2MM

TURN OFF MY RETWEETS!!! I used the retweets as a library for trade ideas!

Day 53 of turning $1k to $1M trading Solana meme coins. I wish I was joking but this is a real post

@MacroAlf Wheres the recession?

Liquidity is going up, liquidity is going down, liquidity here, liquidity there. Sure: but what is ''liquidity''? Thread. 1/

Had some talks with crypto & securities lawyers re $ETH ETF approval. Will try to put what I heard in a 🧵 here, just listing things. To be clear: not legal advice, not financial advice. Opinions of people and conclusions of a frog with a hockey stick only. DYOR. I know nothing

@elonmusk BUT, in critic of my own thoughts on this, maybe the FRACTAL nature of the universe (we are not exactly pre-determined, but we do have boundaries) where we can't predict much in the future, might Defillama and make a brain similar to ours, but i think that is least likely.../end

@elonmusk UNDERSTANDING of meaning behind intention/words/analogies etc... In my mind at least i truly believe that to have abstract thoughts and therefore real inteligence, you need to be boundless mathematically like we are because we follow that 2nd theorem.../3

AI will probably be smarter than any single human next year. By 2029, AI is probably smarter than all humans combined.

@HsakaTrades If i was the director of a multi-million dollar production, and i was on a futuristic set. I would have taken the opportunity to dress cyberpunked every fucking day

JP Morgan Exec & MapleStory Engineer disusing their subnet deployments avax.network/blog/legendary…

@coinfessions I did that twice now. Find a real job that you love, invest just by swing trading and HODLing. Don't let this work steal you from living your own life

I am at the point where I don’t want to do it anymore.

80% of profits are made in the last 20% of the cycle. Learn how to recognize an alteason and make the most out of it. What triggers an altseason is not the percentage return of $BTC but its wealth effect. And since September 2023, Bitcoin's market cap has grown by $941 billion. Almost 1 trillion dollars. • $1 trillion is roughly the size of the entire economy of Saudi Arabia, Netherlands, or Switzerland. • $1 trillion is 2.89% of United States national debt. • $1 trillion is 2.5% of the S&P500 total market cap. • $1 trillion is bigger than almost all Sovereign Wealth Funds. Given that most altcoins are relatively small in size, it will not take much of this wealth to significantly increase their price. The whole altcoins market cap, excluding ETH and major stablecoins, is currently $588 billion. So, when will this happen? Probably, once $IBIT, $FBTC, $ARKB, and all other Bitcoin ETFs are at 100%+ from their launch price. Rarely in the past tradFi investors had the opportunity to double their investment in a matter of a few months. Bitcoin's big gains will boost their ego and confidence, pushing them to start exploring other coins. It's like making money in big companies and then taking a chance on smaller startups. • Wealth Effect - As people experience gains in their wealth, they may feel more financially secure and confident. This increased sense of wealth can lead to a willingness to take on more risk and pursue higher returns. • Overconfidence Bias - As investors experience success in one area of the market, they may become overconfident in their abilities to predict future market movements or identify lucrative investment opportunities. • Recency Bias - If an investor has recently experienced significant gains, they may extrapolate this success to other areas of the market or investment opportunities without fully considering the inherent risks or differences in asset classes. Whether it's the wealth effect, these biases, or all of them, we'll soon see a flywheel bigger than what we experienced in the previous cycles. The percentage increase might be smaller this cycle, but the dollar scale is exponentially higher. It took 57 days for the ETFs to be up 50% from launch. At $93,000, day-1 buyers will be up 100%. At $72,900 and $97,100, the huge inflows between the 8th and 16th of February ($7.16 billion) will be up respectively 50% and 100% At $85,700 and $114,600, those who entered between the 26th and 28th of February ($1.77 billion of inflows) will be up 50% and 100%. It's good to keep them as a reference because this is what wealth effect is which leads to more risk taking. What we need to keep an eye on are CEX inflows/outflows. Since 11 January, these were the inflows of the three most utilized CEXs: • OKX - $1 billion of inflows • Robinhood - $263 million of inflows • Binance - $247 million of inflows — Data from Defillama — In the meantime, the cumulative inflow for ETFs reached $10+ billion. It's clear that ETFs are the new preferred way to buy and hold $BTC. On the other hand, no ETFs exist for altcoins (it can change). CEXs first and DeFi afterward are the only ways to get exposure to them. CEXs inflows increasing = investors looking to buy altcoins. Another way to look at it is by comparing the growth of stablecoins market cap and TOTAL2. April 2021 - April 2022 • Stablecoins Market Cap: +$125 billion • TOTAL2 Market Cap: +$430 billion October 2023 - March 2024 • Stablecoins Market Cap: +$21 billion • TOTAL2 Market Cap: +$707 billion Money isn't entering the market as in the previous years. Is this cycle different? No. Simply, there is a step more to enter the market. We passed from CEXs → DEXs to ETFs → CEXs → DEXs But, this additional step will push into CEXs hundreds of billions of inflows. It only requires some patience. Where are we heading? If we have the same patterns as the previous cycle, we'll see a ~38% dominance for alts (excluding BTC - ETH - USDT - USDC - DAI) at the top. With an overall $7.8 trillion crypto market cap, the market cap for alts would be around $2.96 trillion. A 5.1x from where we stand right now. The final stages will come when flows into CEXs/DeFi are at par or even higher than ETF ones. 'Impatience with actions, patience with results' - Naval.

You wouldn't know it because of funding, but I actually think that $ETH is getting shorted quite a bit. Significant OI build up on the downside and with the tiniest pump we immediately had short liqs coming in.

There’s going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs other assets so real estate investors get triple compound fucked. It can be difficult to comprehend the amount of wealth in real estate but it's really gigantic. If you look at some of the richest people / families / businesses across all the world, much of it is attributed to real estate because its traditionally been considered a good place to store value. The total real estate value of Miami (not even top 5 city in USA) is alone worth $1.5 trillion - around the same market cap of $BTC. The total value of all global real estate is $280T. As the tides continue to shift, new money into real estate will be increasingly allocated to crypto and you will even see more direct flows from real estate to crypto as well. Buckle up buckaroos there will be a new class of elites and its gonna be the ones betting on magic internet coins chiangraitimes.com/news/chinese-c…

People still don’t truly grasp the opportunity available. I keep saying it. You’re unironically early. There’s so much value in this market. Realistic time horizon - risk management - make money.

@MuroCrypto Will you do charity to trader anonymous? I got wiped on the ftx purge haha

To all haters, this is what I own, 749M coins, pooled the other 250M on Raydium, all these 749 will go for exchange listings like WIF, everything will be documented, if anything remains, we might do a charity, the rest will all be burned, that’s the plan, let them hate

@TuckerCarlson Actually, I made the algorithm open source and neutral to all parties, but of course that *is* “election interference” by her standards 😂

In a classified briefing this afternoon, attended by officials from the Biden Justice Department, Alexandria Ocasio-Cortez claimed that Elon committed “election interference” in 2022 by “changing the algorithms” on X to alter the results of the midterms that year. Not coincidentally, the anti-TikTok legislation now being debated on the Hill would allow the federal government to force the sale of any social media platform that interferes in elections. Just so you know what’s coming in 2025.

MicroStrategy has acquired an additional 12,000 BTC for ~$821.7M using proceeds from convertible notes & excess cash for ~$68,477 per #bitcoin. As of 3/10/24, $MSTR hodls 205,000 $BTC acquired for ~$6.91B at average price of $33,706 per bitcoin. microstrategy.com/press/microstr…

Lessons for the next run. Sell when: • Dogecoin hits peak trending on TikTok • Coinbase Wallet breaks top 10 on the app store • Elon Musk adds hat to his profile pic • Coinbase hits number 1 on the app store • 30 weeks of positive stablecoin growth

@Trader_XO I've been out of the game for a year now, after the FTX fiasco i slowly bled out. Any chance you'll do a Giveaway like you did with $DOT ? I made a buck with those 100 dollars haha paid for a trip and everything

Dont often post much nowadays as I have done today Nevertheless Stay blessed and have a fab day

🇨🇳‼️ In China, an engineer came up with anti-mosquito air defense. -> I’d buy one! He modified the radar from an electric car to detect insects and attached a powerful laser pointer to it. He collects all the victims in a special “death note.” An indispensable item for summer.