Crypto Dan

7 Years of Crypto Advice in 26 Minutes

Here's the link to the original video I filmed 11 months ago breaking down my thesis on DAT selling marking the bottom: youtube.com/watch?v=9yGf6_…

11 months ago I filmed this video where I made a prediction about what would signal the bottom of the next bear market My thesis was that the opportunist DATs that bought Bitcoin chasing hype would eventually become forced sellers as Bitcoin gradually went into a bear market And that’s exactly what happened Companies like Satsuma Technology, Bitdeer and Sequans Communications fully liquidated their Bitcoin treasuries this week The weak-handed DAT selling of BTC that I said would mark the bottom played out almost perfectly, resetting the market for the next bull run

Biasing myself with price targets was one of the most expensive mistakes I made early in crypto It took me multiple years of round tripping all my profits before I finally figured out how to properly take profit I broke down the exact system I use in my free 40 hour course: bullrunmillions.com

Don’t bias yourself with price targets Price targets trap you into a mental bias of where price will go You’ll aim for $5, it’ll hit $4, and you won’t sell because “it’s going higher” Targets by nature are 95% arbitrary, you can’t place any real weight on them You must take the profit that the market gives you, not the profit you want it to give you System > Arbitrary Targets

@percyishim gay and retarded, what a combo

Andrew Santino & Bobby Lee: Elon Musk being a trillionaire is disgusting. “I’d keep $1 billion, use the rest for research or burn it.” “Elon Musk is a trillionaire right? Gross! F*ck him. What’s he going to do with all that” “If I had that I’d keep a billion and put the rest into cancer research or burn it like the joker” “You can do two things. Either help society or burn it”

The fact that in crypto there’s always a hierarchy of who gets to make money first Is just one of the 7 lessons I learned after 10,000 hours investing in crypto And I’ve condensed all 7 of them into a single YouTube video, everything I wish I knew when I started: youtu.be/439bEqdudk0?is…

In crypto there’s always a hierarchy of who gets to make money first The team makes money first, then the VCs, the influencers and smart retail, and then at the very bottom there’s dumb retail who serve as exit liquidity for everyone else Alpha flows from Telegram inner circles, to Discords, to DMs, to small Twitter researchers, to Twitter shills, and then finally to you By the time you hear about it, everyone has already positioned themselves and is ready to dump on you But the good thing about all of this is that you only need to move up one level in this hierarchy to go from exit liquidity to making millions:

Another #Hyperliquid video from the CBER Conference @NYUStern, here's Brett Falk @Penn giving an overview of the Hyperliquid blockchain:

Buying out of FOMO instead of waiting for crashes was one of the most expensive habits I had early in crypto It took me multiple times of watching prices dump on me before I figured out how to time my entries correctly I broke down the exact system I use in my free 40 hour course: bullrunmillions.com

Chasing green candles is one of the most expensive habits you can build in crypto Bullruns will let you get away with it, you’ll buy a coin pumping from $1 to $2, then it’ll go to $4, and you’ll still make money buying that pump as chasing momentum is rewarded But when the bear market comes, if you don’t fix that habit of buying out of FOMO, you’re gonna lose all your money And the thing is you don’t even need to chase pumps in a bullrun, because every 3-6 months you’ll get a 30% crash So it’s always okay to let a coin run without you, since there will always be another entry

@unusual_whales this post caused me poor in so many languages

BREAKING: A record 556,850 people worldwide now have a net worth exceeding $30 million, up 14.4% in 2025 alone, marking the fastest growth since 2017., per WSJ

This is one of the many lessons I’ve learned since I started crypto in 2017 And after 9 years of learning things the hard way and scaling my portfolio from $5K to $7M+ I’ve condensed all the lessons I wish I knew when I started in my free 40 hour course: bullrunmillions.com

As someone who met a lot of people who became millionaires from long term investing, and made millions after starting with a $5K portfolio in 2017 I can tell you that the best investors spend 90% of their time doing nothing No buying, no selling, no swapping, just watching and waiting Beginners think doing nothing means missing out on opportunities But experienced investors know that waiting until the market presents the right opportunity is always the best play The hardest part of crypto isn’t knowing when to buy It’s being comfortable sitting on your hands doing nothing

at any given point in time there is a pool of hundreds of billions of $$ in capital seeking to allocate to the most interesting growth stories in 2021, it was the story of internet native money, and the sub industries inside this (eth, nfts, memecoins, etc) moving into 2025 onwards, the world has totally changed, digital assets are no longer the #1 story AI has transformed the world, robotics is set to do the same in the coming years, the space industry is about to have a cambrian explosion of new businesses, biotech advancements, etc People did not buy DOGE because it was 'funny', they bought it because in 2021, digital assets were the worlds MOST interesting story: And with Elon tweeting, it was the perfect storm for that growth capital to allocate

I’ve been investing since 2017 and scaled my portfolio from $5K to $7M+ by going where the money was And right now I believe the smart money is starting to rotate into $BTC I break down investment plays like this regularly in my TG channel: t.me/danscryptorants

For a long time $BTC was the fastest horse as it dominated mindshare globally for investors wanting exposure to new technology But that's no longer the case, as Al has taken the spotlight and absorbed the majority of flows that otherwise would've gone to $BTC But I believe the Al rotation is now over saturated You have frontier model providers that are simply overvalued, since Chinese open source models are achieving the majority of their performance with 1/10th the cost As Al gets better from here, for most use cases the best model simply won’t be needed, and that's when inference becomes commoditized And this could cause some sort of unwind, forcing investors to reallocate their capital as expectations of the technology change In fact, over the next 12 months SpaceX, OpenAI and Anthropic investors will start to get unlocked And I expect this capital to rotate to where they can find value, and with most asset classes already up significantly and BTC finishing its 4 year cycle bottom, it’s going to be a prime candidate for their capital:

Knowing when to hold and when to cut a position is one of the edges that allowed me to scale my portfolio from $5K to $7M+ since 2017 I regularly share investment plays and market analysis like this in my free TG channel: t.me/danscryptorants

A quick update on my hyperliquid:native and $PURR positions hyperliquid:native still bullish, nothing has really changed, it’s just accumulating $PURR is where it gets more complicated As price goes higher from here, there are 9.1 million warrants that will start to get unlocked at $9.50, $12.50 and $18 Essentially people who bought these warrants can buy shares at a lower fixed price, meaning they’ll instantly be in profit on their position And this will likely create a lot of sell pressure On top of that, $PURR can only issue new shares to buy more hyperliquid:native if it’s trading above 1x mNAV And with that sell pressure, that’s going to be very hard to maintain, which means one of the main buying mechanisms for hyperliquid:native from $PURR will start to break down So with all of this in mind, I’ve closed by $PURR position but will continue holding hyperliquid:native

@Orangeman1992 yea they'll buy it back to 1mnav but good luck getting it over that with net sell pressure >1

The warrants cap the price. But the company has $149m in cash. Its mNAV is about 0.90. So it can buy the stock back. It already has 29.3m $HYPE tokens at an average cost of $34.77. It doesn't have to buy more hurting the stock. $PURR had the constant bid on $HYPE but there are 3 ETFs with the AUM of over $300m and growing.

@ZeroHedge_ @BigCheds yea? x.com/cryptodan19/st…

@BigCheds Because there are zero signs of a bottom. Imagine calling bottoms on the daily time frame 🙄

Interesting observation. Many large accounts declaring $BTC has bottomed on HTF but rank and file is not buying it, with 2/3 saying no bottom yet