Crypto Dan

7 Years of Crypto Advice in 26 Minutes

My thesis for the biggest narrative of the next bull market. Every cycle has a meta where the fast money is made 2017 was ICO's, 2021-2022 was NFTs, 2024-2025 was memecoins, and I believe the next meta will be AI related tokens Crypto as an industry has always been the place where early experimentation happens And right now all the experimentation in the digital world is happening in AI There are new tools, features, agents, and 0-1 innovations almost every single day And those experiments will get tokenized, $VIRTUAL eco is a good example of that So if you are active as an investor, this is a place where you should be paying attention:

@AhmedKhali39230 yea not bullish anymore

@cryptodan19 Nice analysis Btw are you still bullish on monad ? You were one of the first to gain conviction about the project but after their shitty tokenomics have you opinion change ?

My gameplan for Bitcoin. $BTC has retraced about 50% from the highs, while in the last cycle it dropped 77% And even though we haven’t gone down as much as the last bear, I believe the bottom is basically in Because back then we had excessive leverage in the markets, FTX collapsed, multiple crypto companies went bankrupt, liquidation cascades everywhere, and customer funds were gone While in this cycle we have way less leverage, a much lower risk of exchanges blowing up, and crypto is a more established industry Now of course we could still go lower to the $40K-$50K region, for example if the war in Iran escalates, people could panic and sell off their risk assets But here’s the thing, whether you buy in the $60K–$70K region or in the $40K–$50K region Both are solid long term entries for the next bullrun, if you work under the assumption we see new ATH's

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@Furbeti so based

Jeffrey Epstein’s rules for his girlfriend: ‘no arguments monday to friday’ ‘exercise four times a week’ ‘I want beautiful things only’

This is a small segment from my 40 hour Crypto course breaking down how I made over $7m from this industry. You can get access for free here: bullrunmillions.com

Relying on feelings in investing is both the dumbest and the smartest strategy at the same time Because the worst investors and the best investors both relying on their feelings, but in different ways Beginner investors rely on their instincts Advanced investors rely on their intuition Do you understand the difference?

while I do believe on a high level this is true HYPE leading us off the bottom is more a sign of where we are in the market cycle then any sustained shift in investor preference for value investing some may recall $GMX leading the market higher after the last bottom, a small glimpse of the 'value investing' trend but shortly faded as speculation returned with prices trending higher

@spetsnaz_3 long time no see, just in time for the next one

@cryptodan19 seeing u after $TOSHI call in 2024 lol

People genuinely think money in crypto is made by trading, but it’s actually made by investing Most of the CT traders you look up to made most of their money by catching a few 50x plays where they had high conviction on, or aff links After 7 years in crypto and meeting thousands of people, I still haven’t met more than 3 ACTUALLY profitable traders, and there’s a reason for that:

This is a small segment from my 40 hour Crypto course breaking down how I made over $7m from this industry. You can get access for free here: bullrunmillions.com

Dubai bros defending where they live is the exact same as crypto bros defending their bags as they bleed to zero Having a vested financial interest creates bagholder bias

Posted 6 months ago, with the bear scenario for $BTC playing out perfectly Worth a watch: youtube.com/watch?v=9yGf6_…

@HaroldMouhan yea lets see, because google has built the tech to simulate an infinite sum of driving scenarios to train a car on, which can eat into the moat tesla has on real world driving

@cryptodan19 Tesla's edge in the robot arena is not the hardware, it's the software. Their real world database is at least 10 years ahead, and continues to grow exponentially. Selling is fine as it allows to eventually buy cheaper, but when the (next) big one comes, you'll regret it, imho.

I have officially sold 90% of my $TSLA position. I initially bought $400K at $245, and sold a few days ago at $410. My original thesis for the investment was based on the humanoid robot narrative going mainstream, and even though we’re not there yet, The asymmetric upside of holding $TSLA at $410 is too small compared to when it was at $245, mainly for the following reasons: 1. Currently the only way to bet on Elon is by buying $TSLA, and that puts a massive premium on the stock since people will buy at any price to get exposure to Elon, but in as short as a month SpaceX will IPO, so people will have 2 options, and that will inevitably dilute capital allocation 2. $TSLA trades at a 380x trailing P/E, because the market is pricing in Elon being able to release his humanoid robot with minimal competition. However it’s not pricing the competition that could come from China, considering how good they’re getting at copying and producing at scale. Once Elon drops Optimus, China will just buy it and figure out a way to make their own version faster, cheaper and better 3. SpaceX actually has advantages that Tesla doesn’t. It has a better moat since it’s harder for companies to compete in the space industry. They’re making a lot of money from Starlink and the adoption rate is just going up, while Tesla’s revenues are declining and it’s hoping to make a lot of money from the Optimus release Now this doesn’t mean that $TSLA can’t go any higher, but considering how the narrative is playing out, I prefer having cash ready to allocate either to Tesla at a fair valuation, or potentially to SpaceX if it gives a good entry.

@Nugennath same bro

Probs gonna sell my Rolex Makes me feel sick looking at it Just ain’t me Was my massimo dutti era (3 years ago) You go from matrix sheep to Ecom sheep without even knowing it I prefer outdoors shit now , nature, joggers and dressing smart when I need.

@MarcioNovelli no

@cryptodan19 Did you sell when it was nearly $500?

@GrindeOptions never back to ath's but bro owns tsla lol

Selling everything tomorrow because this is bigger than 2020, 2008, 2000 and 1987. Not sure if we will make it back this time. The market won’t ever make it back to ATHs.

Besides $BTC, $HYPE is one of the only coins I’m accumulating for the next cycle. The chart looks weak right now, but the fundamentals of the project keep getting better: They launched HIP-3 markets, the adoption of markets outside of crypto keeps increasing, people are trading different commodities like silver and oil, and now they’re adding stocks as well. Because of this their total userbase and thus revenue is growing, which then goes into buying back the token. Crypto is dead right now, but once we bottom $HYPE should be one of the better long term buys

After selling 90% of my $TSLA position at $410, I’m now in research mode for finding the stocks that will benefit from the physical AI buildout. $TSLA was actually my best pick to benefit from this thesis, but at a 380x multiple the asymmetric upside just isn’t there anymore, So now I’m looking for mispriced alternatives, and this is the framework I’m using to find them:

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People think the money is made in the bull, but it's actually made in the bear When BTC was at $125K everyone wished they bought during the bear market But when it goes to $63K nobody buys, every single cycle the same old story If you want to set yourself up for an easy 4-5x into the next bullrun, this is the time to pay attention: