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𝙋𝘼𝙉𝙄𝘾
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𝙋𝘼𝙉𝙄𝘾
@panicselling
compound capital. hunt cycles. stay sovereign.
Katılım Mayıs 2019
362 Takip Edilen16K Takipçiler
wait... what?????????????
Claynosaurz@Claynosaurz
Claynosaurz is now streaming on Amazon Prime Video
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@panicselling Crazy, @Claynosaurz is gonna end up bringing back the NFT meta with this
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𝙋𝘼𝙉𝙄𝘾 retweetledi
Born on Solana, now on @amazon Prime Video
x.com/Claynosaurz/st…
Claynosaurz@Claynosaurz
Claynosaurz is now streaming on Amazon Prime Video
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𝙋𝘼𝙉𝙄𝘾 retweetledi
Plasma One now live on Android!
Use code PPPPPP to sign up and get Core free for 6 months!
Plasma@Plasma
Plasma One is now live on Android. Get six months of Core free when you download Plasma One from Google Play and sign up before July 18.
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𝙋𝘼𝙉𝙄𝘾 retweetledi
𝙋𝘼𝙉𝙄𝘾 retweetledi
People really hate crypto right now and I get it the vol is mind numbing and the winners seemingly random at times. But for an industry with unmatched entertainment value and spawns a 50-100bn value asset every couple of years that you just need to marginally pay attention to the industry to participate in its pretty great
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BTC -sov, etf exposure & demand
ZEC - private sov
SOL - btc beta imo; eco is more developed than last cycle
HYPE - perps/rwas/crypto revenue and buybacks, and incredible team will continue to pump token
JTO - incredible team that started the initial sol szn in Nov '23 if you recall; the dex will likely be superb; team built underlying solana infra + staking protocols
LIT - hype beta; vlad is smart; he went to school with vlad at rh - integration is great for distribution
PAPER when it launches - hype beta, trust in jez
AERO? - buybacks are strong; could see a pump
PUMP? - rev and buybacks are strong; think we see a pump during the bull run. and memes are not dead as we thought a month ago!!
HOOD - crypto and retail speculation on rwas and equities; they showed their onchain nous in the latest release
XPL - stablecoin complex & neobank with excellent debit card
VARIATIONAL - genius founder that started uni at 12???? this is a bid at tge; keep farming points
NEAR - supports private money conversion? (I don’t buy the agentic ai thesis tho)
𝙋𝘼𝙉𝙄𝘾@panicselling
I’m a big believer in cycles. Always have been. It’s not a perfect science but it is a seasonal shift you can count on. There is no reason to overcomplicate markets. information overload in 2026 is the same as information scarcity pre-1996. The revert to the mean on both is cycles exist and can be exploited for capital gain. This is easier to understand the more cycles you see, the older you get, the more mistakes you make, the more money you make. There is an abundance of opportunity in markets but none have the asymmetry of crypto in my humble opinion. This is why I focus on coins. It’s easy to chase the hot ball of forever up markets but most people will lose money trading. Best advice I can give is find an area of interest. Stay in the pocket through the up and down. Know your industry, the players and the signs. Be prepared for opportunities and know value when you see it. We are approaching the window I’ve been waiting for in Crypto from a cycle perspective. I see the life being sold out of most alts at this point. It won’t take much at all from these levels to make meaningful multiples. It’s time to get positioned in alts although early. Majors for me have not bottomed just yet, I believe we end with a bang not a whimper and although majors are known to bottom before alts the opportunity cost given scarce liquidity should not be ignored. You must do the work and find your conviction. CT is not as valuable as it used to be. But that hasn’t changed the opportunity at hand for crypto. Stay in the pocket and start to accumulate. You’re in the right place. 2027 will be big. PS
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I’m a big believer in cycles. Always have been. It’s not a perfect science but it is a seasonal shift you can count on. There is no reason to overcomplicate markets. information overload in 2026 is the same as information scarcity pre-1996. The revert to the mean on both is cycles exist and can be exploited for capital gain. This is easier to understand the more cycles you see, the older you get, the more mistakes you make, the more money you make. There is an abundance of opportunity in markets but none have the asymmetry of crypto in my humble opinion. This is why I focus on coins. It’s easy to chase the hot ball of forever up markets but most people will lose money trading. Best advice I can give is find an area of interest. Stay in the pocket through the up and down. Know your industry, the players and the signs. Be prepared for opportunities and know value when you see it. We are approaching the window I’ve been waiting for in Crypto from a cycle perspective. I see the life being sold out of most alts at this point. It won’t take much at all from these levels to make meaningful multiples. It’s time to get positioned in alts although early. Majors for me have not bottomed just yet, I believe we end with a bang not a whimper and although majors are known to bottom before alts the opportunity cost given scarce liquidity should not be ignored. You must do the work and find your conviction. CT is not as valuable as it used to be. But that hasn’t changed the opportunity at hand for crypto. Stay in the pocket and start to accumulate. You’re in the right place.
2027 will be big.
PS
𝙋𝘼𝙉𝙄𝘾@panicselling
be ready to bid October 2026
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@blknoiz06 hedged by buying alts early. it’s counterintuitive but they bottom before majors this cycle
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very rare circumstance where both retail and HNW crypto native capital is mostly sidelined
retail sidelined bc of outperformance of ai stocks
HNW crypto natives sidelined bc of 4 year cycle timing waiting for Q4
a *lot* of capital will chase quickly if coins rip here
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