Crypto Kenny

A deepfake tried to hack me on a live Zoom call. Real face. Real voice. Completely fake person. They told me to “install a Zoom update” so my audio would work. That “update” was malware. Here’s how it went down 🧵

🚨 PHONG LE’S STORY EXPLAINS WHY $BTC MATTERS Phong Le’s family fled Vietnam after their wealth was confiscated and their currency reset. That’s why property rights matter. That’s why Bitcoin matters. Since 2023, massive currency debasement vs the U.S. dollar: • Lebanese Pound: -89.9% • Argentine Peso: -77.9% • Nigerian Naira: -42.6% • Angolan Kwanza: -39.1% • Malawi Kwacha: -39.0% • Turkish Lira: -35.5% Governments fail. Fiat gets printed. Savings get wiped out. BTC is borderless, scarce, and permissionless. It protects wealth whether you live in a first- or third-world country. This is why BTC exists.

How to Analyze Funding Rates in Crypto

Take notes for the final phase of this bull market 1/ Don’t DCA in. Dollar-cost-averaging works early in a cycle. At the end, time is against you. If you’re late, you need conviction bets. 2/ DCA out. On the way up, scale out. Don’t dream about selling the exact top — nobody times it perfectly. Secure wins instead. 3/ Focus on winners. Cut dead weight. Don’t waste emotional energy on bags that never recovered. Winners compound. Losers drain you. 4/ Don’t lock tokens. Staking rewards look good until your tokens are stuck while the bull ends. Flexibility is worth far more than a few extra percent of yield. Liquidity is freedom. 5/ Rotate less. This late in the game, chasing every narrative leads to overtrading. Sit on your hands. You can’t catch them all. Accept missing some. 6/ This is a marathon, not a sprint. The people who make life-changing gains are the ones who preserve capital into the next cycle. Survive first. Wealth is built over multiple cycles. 7/ Don’t baghold exit coins. When it’s time to leave, don’t wait for tokens that “didn’t pump yet.” Some coins never pump again. Hope is not a strategy. 8/ Cash out regularly. Don’t wait for “the big exit.” Take profits steadily. Build trust with your bank — you’ll need them for bigger moves outside of crypto. 9/ Concentrate your bets. Over-diversification kills upside. A 100x on $5 won’t change your life. Position sizing matters. Focus on high-conviction plays. 10/ Remember volatility. Near the top, swings are violent. Don’t let green candles make you greedy or red candles shake you out. Stick to your plan. 11/ Narratives move fast. AI, gaming, RWA, memecoins — narratives rotate weekly. Don’t chase them all. Stick to a few strong themes and ride them with discipline. 12/ Think outside crypto. Use this cycle to set up for the next phase of your life. Real estate, businesses, equities — crypto should fund your future, not be your only future. 13/ Know when enough is enough. Greed kills more than fear. Have a number where you’ll say “I made it” and commit to it. 14/ This isn’t your last shot. Cycles repeat. If you miss this one, there will be another. Stay liquid, stay disciplined, stay alive. 15/ The bull makes you rich. The bear keeps you rich. Don’t blow it all just because the market feels invincible right now. Discipline is more powerful than luck. Let’s make the best out of it🫡

Bull run ends in 60 days. Cycle Peak Countdown says BTC is 93% done (1,007 days in). Blowoff top odds are about to max out. Now you'll retire your bloodline or get absolutely rekt. Let me explain. (Thread)🧵

I made millions in past bull markets and gave most of it back in the bear Three full cycles showed me that making money is not the real challenge The hardest part is walking away while the market is still euphoric This time I have a plan to leave with more than I started 🧵👇

Every time you make a quick big win, and especially if mainly due to luck, send most of it to a cold wallet or the bank and do not count on it for some time. Your brain discounts the value of the money when it comes quick and/or easy. $100k earned in a 1-day pump in a memecoin feels less (much less) than $100k after a couple of years of going to the office. You can lie to yourself thinking you value money always the same but it’s not true. When you make those sort of wins, you will not be able to gauge risk objectively and will take a trade for the sake of it like a gambler would do. That’s hard to do because your brain releases a lot of dopamine. And a strong dopamine. Because it was not simply making money — but you were also right! The combination of both has a big power on your brain. What you can do instead: 1. Force yourself to send that money away and wait for a cool-off period. Show some fkn discipline. 2. In the meantime, journal your urge and impatience. This will help you cool off. 3. Buy a small amount of that "super easy next trade you were going to compound" with a different stack of money and check whether it feels different. Most people immediately look for the next win after a big one. But practice tells us that those don’t come often. Therefore, you should be more focused on protecting your recent win than throwing it to the next gamble. Pretty sure after only 1 day, you’ll see things differently.

This morning I was reflecting on something: If you are MMs (or insiders, however you wanna call them) how do you screw over the maximum number of people in crypto in the most efficient way possible? Their playbook is hidden in plain sight. Think about it. In previous bull runs, normies joined… but with hesitation. And what about big investors? Pretty much nowhere to be seen. Mainstream narrative was: “Crypto is unsafe.” “Crypto is a Ponzi scheme.” “Only criminals use it.” Now? The narrative is shifting. Crypto is “legitimate.” Institutions are bullish. Governments are “embracing”. “It’s safe for the average person.” “Let’s put crypto in pension funds.” See what’s happening? They’re crafting the story so even: 1) The most risk-averse normie will feel comfortable aping in. 2) The most risk-averse “funds”, “institutuons” or whatever, decide to allocate money in the magic internet money industry. And I believe this is by design. Two goals: 1) Unload the assets “they” have been quietly accumulating for years for insane profits. 2) Wreck the largest possible crowd — retail and big players — in one go. Because, as I said above, this time it won’t just be normies piling in. It’ll be institutions. Governments. Funds. And here’s the thing: Having millions (or billions) doesn’t mean you’re smart. It doesn’t mean you know how to play this game. A lot of “big players” will market-buy coins at extreme levels (well into the parabola) fueled by fomo. Perfect recipe for: A global bull run bigger than what most people expect (Dotcom bubble of Crypto). Again, not just retail hype, institutional stupidity as well. Followed by a brutal, soul-crushing, devastating armageddon. Side note: To the “BTC is gold 2.0, it’ll go up forever” crowd — I get your point. I don’t agree, but on a long enough timescale, maybe you’ll be fine. For everyone else holding alts: The playbook is always the same. Use this run to make as much as you can. Sell to change your life. Don’t fall for the “supercycle” fairytale. Don’t believe “institutions are here, so it’s safe forever.” At some point, the music will stop. And you do not want to be holding your full portfolio of magic internet shitcoins when it does. Learn from past cycles.

20 Pictures with Deep meaning: 1.

The previous cycles both lasted 1064 days. If that pattern repeats, we're about 60 days away from a #Bitcoin top. Makes sense with #Altcoins coming back to life - they probably have another 90-100 days left to run if it plays out the same as the previous cycles. Thoughts?

🚨I sold 33% of my $ETH bag today Most will call me an idiot for what I’m about to do... But I've seen this setup back in 2017 and 2021 Here's why I will SELL everything by the end of October

It's sad I have to remind people of this. The way alt season will work is by this schedule -Bitcoin runs ✅ -ETH surpasses ATH 🟨(in progress) -Speculation rolls to top 25 alts (pending) -Fomo hits, money rolls into mid caps -Degeneracy hits, $$ goes into low caps -Crash -(Cycle then resets for its next leg and this repeates OR bull ends) At each stage the gains increase from their lows. Top 25 will 2-3x Mid caps with 3-5x Low caps will 5-7x (With breakout out exceptions in each stage doing much higher multiples) Everything will bleed against ETH till it cleanly passes it's all time high. This is basic crypto cycle 101 yet I see countless people posting how BTC and ETH are out performing alts. It's weird. Anyone with any time in crypto should know this.

It has been 7 months now since I moved to Portugal. The thing I love most after relocating is that to this moment, every single day feels like vacation. It's like I'm here on a holiday but I'm not. I live here. Permanently. Especially at this time of the year I see tourists coming in. Enjoying the summer for x amount of weeks (their vacation). But I often need to remind myself that it's wild that this for me is just a daily thing. Not a once a year thing. Sometimes I wonder if this feeling of permanent vacation will wean off. But obviously I sure hope not! Just a post off being grateful in between the crypto content. Much love to Portugal ❤️ "We almost forgot that this is what it was all about"

Heartbreaking story of $1.1M in crypto stolen... Guy's lifesavings were broadcast on TV! What happened, and whose fault is this? Here is how a guy lost everything in a single moment🧵👇

Can't tell if Altseason will start or it's over? $BTC trading at $100K, but alts down -90% Everyone think this cycle is different but it's not... I analyzed market data: here's when and why #crypto will turn around 🧵👇 (and when Altszn will actually start)

There's probably a silent majority down to $1k or less capital who feel disheartened because markets are finally getting hot and they overtraded or held the wrong coins. You feel sidelined by choice and annoyed that you stuck around this far but won't benefit from what's coming... If you have money to trade with you aren't out. Here's what I'd be doing over the next 2 months to try and see that 1k turn into about 25 to 50k. As bullish as I am on $BTC and $ETH $1k to turn into $2k will take a lot of time. If this is a short but wild bull run time isn't on your side. Again a 2x in normal conditions is great, but you are in a different situation. I'd be looking at 1 to 2 microcaps sub million or close to a million marketcap. Focus is on utility because you can't afford rugs here. Teams that stuck around, charts bottomed and slowly heading up, and you would feel confident that they would have rugged or left by now if they were scammers (many teams that stuck around through the lows aren't going to leave right as things get hot). If it was me I'm taking $450 and throwing it into two projects. I'm going into those telegrams and I'm asking lots of questions and really learning about the team. I'm looking for a 3x on both, enough to take 50% profits at 3x on both. In a perfect world you are looking at being at $2,700 now. Now you have $1,350 to do the same with 2 more projects. Now you have exposure to 4 projects, you are looking for one to 10x, one probably does a 3x, one does nothing, and one flops. Back of the envelope math is now putting you at about $5,000 with one token, $1,350 with another, $450 with another, and then $200 with the last one. Now you are at about $6,000. The 10x one you sell 50%, and you have $3,000 to play with. Now you are going for 3 plays with a higher 5 million marketcap. You are looking for 2x plays. You are looking for plays that are already moving, already being shilled, you are just hopping in for the ride. Let's say two of those work out, one does nothing. Now you have $5k to play with, $3k still in the original plays. Here you are at $8k, close to $10k, you start getting excited. Now you start thinking you'll turn $10k to $100k, wrong. You are getting ahead of yourself. You are going to send $1k off the exchanges, you need to have something realized. You can lose this amount tomorrow in an hour. Now you are back to $7k. You are going to re-assess what you have, sell anything that's going down or flat, keep what is hot and has the momentum. Probably have $1k parked in the best coin you have, this will hopefully be your moonbag that sees another 5x or 10x while you are busy trading. You are upgrading now to $2k trades, and you are going to look for 2x trades again, if momentum allows it 3x plays. 2k double is 4k, you have 3 trades doing that. Your 6k is now 12k. You find the best one of those 3 to hold onto, you sell 50%. You leave another 1k moonbag. You sell the others. Now you have 10k to play with, now you are going to play with 5k sizes, being more conservative with 50% to 2x profit taking. You are going to upgrade and trade higher marketcaps, more "safe" plays. Again you are playing what's hot, you are jumping in and riding it. Selling 100% of the trade if you hit a 2x, or 50% if you really think the momentum s there. You hit one of those with a 2x, now you are at 15k but holy cow your original moonbag that you should have held longer did a 10x, you make another 10x. You are a genius. You are at $25k. $5k gets off the exchange, you now have $6k in realized profits with $20k to play with. You can start playing 10k sizes BUT you are trading alts or high marketcaps, you need to slow things down. 10 to 20% swing trades are fine, if the market is still hot $5k microcaps. Your goal is simply to focus on making 5k over and over again. You aren't trying to double $25k you are trying to make $5k again and again. You do that 5 times and you doubled your account. You have 50k and you are a genius, you are going to turn 1k into 100k! Wrong. You send off $14k, you now have $20k of REALIZED profits in the bank. Now no matter what happens you turned 1k into 20k. Now you can go a little more aggressive but you aren't trying to get to 100k. You are trying to make 5k and 10k again and again. You'll make it to 80k and be so close to $100k, wrong. You already realized $20k profits, you already hit $100k. YOU ARE DONE. It all goes off the exchange. You turned $1k into $100k. You stop here and you are a legend. You keep going, imagine the pain of being back to $10k. If $100k won't change your life then you can leave $10k to $20k but you need to move that other money into long term investments or SPEND it so that you won't be tempted to fund your account. If you blow the remaining amount after you've cashed out the stupidest thing you'll ever do is fund the account again. A lot has to go right in this perfect case scenario but so many good stories, comeback stories, or the best traders have fought through a situation like this. If it doesn't work out then maybe it's best to focus back on your job, business, or family for a while. Leaving this space isn't a failure, sometimes it's just an expensive lesson and reminder to focus on the important things in life.

I keep seeing people say: “There won’t be an altseason this time.” “And if there is, it’ll be small.” “Too much dilution.” “Too many coins.” “Money can’t flow into everything.” That’s complete fucking nonsense. I already explained why a few months ago, but today I’m bored, so let me do it again: Yes, there are a lot of coins in the market. But most of this so-called “dilution” is a mirage. The majority of these coins people count when talking about supply? They were born and died on PumpFun. They literally — Launched, pumped, dumped, and died. They’re not coming back. Nobody will touch them. They’re already forgotten. So why are we still pretending they matter? They’re not part of the real market anymore. They’re not competing for capital. They’re already filtered out. Now let’s talk about the real market. Top 1000/2000 coins? Coins that are actually “creating value” in some way — or that, at least, aren’t obvious meme scams. There’s still plenty of room to run for them. If you don’t believe that, you don’t have a clue how market cycles work. Oh, another thing: Stop comparing this run to 2021; the setup is completely different. Back then? A lot of NPCs were “in”… But most people were still skeptical. We didn’t hit full mania. Crypto wasn’t a global phenomenon. Yes, it was mainstream. But not to the max level. And, to be fair, big money was kind of still on the fence. Fast forward to now — you don’t see that the playground is completely different (and probably for the better)? The U.S. recently turned bullish on the industry and made a ton of crypto-friendly moves. Governments around the world are following the same footsteps and going pro-crypto. Politicians are literally shilling Bitcoin and this market to the masses. Institutional adoption isn’t a fantasy anymore — it’s unfolding live. This next wave will be driven by global retail and big money together (you can clearly see it from on-chain data). Like, c’mon. You really think that all the big institutions who are accumulating Bitcoin and some major alts aren’t planning to full-send everything at some point? If so, you’re really delusional. You live in LaLa Land. All that happened over the past few months was nothing but a preparation for the dot-com mania moment for crypto, which is coming soon. Anyway, as I said the other day: Letting the scars and PTSD from 2024’s price action influence your bias and keep you sidelined (or worse, shorting) during a euphoric run? That might be the dumbest mistake you’ll ever make. Don’t let it be you. We’re likely entering the most explosive part of the cycle. Lock in. Adapt. And be ready to capitalize. Rant over — wish you a wonderful Sunday. P.S. My money is, as always, where my mouth is. I’m not a yapper like most idiots on this platform. I’ll take any outcome like a man and keep moving forward. Let’s see how this thing plays out.

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Let me be honest with you. Here’s one of the biggest mistakes most people will make in the coming months: Letting the scars and PTSD from 2024’s price action influence their bias and keep them sidelined (or even worse, keep shorting) during a potential euphoric run. Don’t get me wrong, I get it. What we went through (especially in Q1 2025) was absolutely brutal. So, if you’re still bearish right now, I won’t blame you. But my advice? Be ready to adapt. Set clear invalidation points (ones that actually make sense) and be willing to flip your bias if they get triggered. Because the “up-only” season, the “everyone’s a genius” season, doesn’t come around often. Once every four years, usually. And when it does? You don’t want to be shorting. You don’t want to be on the sidelines. You survived a long, disgusting market to get to this part of the cycle—the tiny window of opportunity when massive liquidity floods the Crypto space. Imagine missing out on the easiest money of your life just because you were too stubborn and married to your bearish bias. That being said: There are a lot of conservative (from an investing perspective) people on this platform. They’re completely risk-averse, and that mindset works great when the market is disgusting. “Take profit after a 10% move.” “Don’t trust this, don’t trust that.” “Don’t be greedy.” Etc. But when momentum hits? Conservatives usually get fucked. (I’m only telling you this because I’ve seen it happen again and again—every single cycle.) Moral of the story: It’s okay to be bearish. It’s not okay to marry that bias and miss the easiest money of your life. Rant over — wish you all a great Sunday.