Route 2 FI

I guess the coins I like the most going into the new cycle are these: 1. $HYPE (perps, L1) 2. $TAO (AI, L1) 3. $NEAR (AI, L1, privacy) 4. $LIT (perps, the best bet on perps after HYPE) 5. $PUMP (memecoins, speculation) 6. $ZEC (L1, privacy) 7. $MON (new L1) 8. $MEGA (new L2) New coins good, old coins bad. HYPE, LIT, PUMP, MON, MEGA has never been in a bull. Well, you could argue HYPE launched at the tail of the bull, but not a full cycle. TAO and NEAR are clear tokens in the AI narrative. ZEC is the "VC-privacy coin". But tokens are not stocks, they have no value. Yes, and no. I think this is one of the hardest "dilemmas" of the new cycle. Betting on tokens in 2023 felt like a no-brainer. We all had hopes that our coins would make a comeback at some point. Now, in 2026, with an infinite number of tokens, it's harder than ever to pick something. There is a huge difference between a good product and a good token, and since most tokens are governance tokens, do we really need them? Maybe not, but it remains the main vehicle for speculation. What about BTC, SOL, ETH? BTC should always be a part of a core portfolio, maybe SOL and ETH also, but I think the ones above will outperform compared to them. Anyway, my gut feeling says that there will be something else that takes the spotlight, and that "the new thing" will outperform all of the 8 I listed. These are my thoughts today. Next week or next month I could already have changed my mind, so NFA and do your own research.

@ThePumponomics Well said. Spot is the way

@Route2FI I get it. this is the bear market talking thru you. I’ve been there before. usually when I try to get too cute I make mistakes. Too many decisions. More chances for me to mess up. There’s a middle ground somewhere in there. Join us on the spot an chill crew

One thing that has changed for me this cycle is that I feel I've started to play more defense than what I used to do last cycle and even in 24/25. Like oh maybe I should hedge my position going to CPI, or should I cash out some to buy some more real estate. Should I move to another country for tax optimalization. In general more thinking instead of just slamming market buy and hoping for the best. While this mindset will prevent what I have, it will definitely not help to the upside. I need to cleanse my mind from my peak net worth, and take more risks, but it's hard to rewire.

@rektdiomedes I was hoping you could give some advice here? ;)

@Route2FI Where would you buy real estate if you did so?

@Duldul_Capital haha, you bet

@Route2FI Let's lower our IQ once it pays to be dumb.

@Duldul_Capital Let’s get the bag!

@Route2FI Ofc. All you need is to take risks when it's worth it. The hardest part for me is being patient. Reality is you won't catch all the runners, especially those which are crimed. I still believe r/r onchain isn't on our side yet. Get ready for bull though!

@Duldul_Capital There is a middle ground though

@Route2FI Idk man. It's how you keep the money. Would be a shame to suffer 50% drawdown if you're comfy in life.

@AltcoinSherpa less philosophing, just press market buy ;)

The urge to just buy everything in spot and just walk away. Memes will do well when risk on conditions come. Maybe I should just buy $FARTCOIN $USELESS $PEPE and then maybe 1-2 others for bsc and maybe 1 tech coin and just do nothing after that...would probably make more $

Variational FDV above 200m FDV one day after launch is a bit tempting. They're just behind EdgeX (790m FDV) and Lighter (1,1b FDV) in terms of open interest. What tokens launch at feels a bit random atm, and 200m feels reasonable for a bet.

@max_bevza nah, not many are interested in crypto rn

@Route2FI did you encourage them to ape in crypto?

Had some friends over to dinner last week. It's so weird because while they're talking about that new movie they want to see on cinema or that new bar to catch some drinks, all I can think of is all the opportunities in crypto or some interesting conversations I had on Twitter.

@ZeGreenCandle real

@Route2FI Sorry to break it to you, But you're the weird one bro 👀

@0x_Reverie Which tokens are you looking at?

@Route2FI On the bright side, I see a ton of primed charts coiling for the next Bears are where you secure your entries

If we're brutally honest with ourselves, last cycle never felt like a real bullrun.

@koolkrypto223 Well said

The longer things go on the less we should look at time based cycles and more so just catalyst based bull and bear regimes. Crypto is too big to have macro agnostic secular cycles in the absence of massive catalysts, which we just haven't seen recently. Tokenization and regulation is pretty clearly the next bull catalyst.

@frihetspenger that would be nice man

@Route2FI Yeah, that’s why I found it more likely this was just a correction and not a bear market in a traditional sense & that we move higher before many anticipates

@rektdiomedes Haha. That looks like @SizeChad

@Route2FI Dis is how I picture you ser:

The funny thing that I've experienced after quitting my 9-5 to do crypto full time 5 years ago is that I actually spend less money now. Why? Because I am more or less in front of the screen every hour I am awake. Lol, what the heck could I even spend money on. Okay, it's an overstatement, I prob spend a bit more on travel...but like, if I think about it, I basically switched an 8 hour workday for 24/7 always on. Wouldn't have it any other way though. I like this.

@ThePumponomics 🫶

@Route2FI All good man. This is the game we play 🫡

@ThePumponomics so the list isn't chronicial order, but I have yet to fill huge bags already. I hope I get to buy lower during the year, but I might be wrong, and if so, then I have to buy much higer (RIP).

@Route2FI Oooh you got near in your top 3. Love it (that’s my biggest position) so I’m watching price action closely. You have any yet?

@max_bevza Yep, otherwise I would change it

@Route2FI so are you satisfied with this decision?