Savvy

It will be very obvious in hindsight. This range is going to go down in history as the largest bear trap ever. Everyone thinks we are following the 4 year cycle, convinced that we have a very long recovery ahead. They don't realise we are still in the same cycle, and that this is very very likely, just a mid cycle correction. I have all the receipts for this on my page, go and look through them if you want more info. During this range, we have had the Iran conflict start and Google Quantum paper FUD, and Bitcoin is higher. You need to slap yourselves out of your bear coma, and understand what this means. You have all been conditioned so much, through fear and pain, to not be able to see anything other than that. Which is why this next move will be one of the most staggering moves ever. It will blindside almost a whole industry of holders, who cannot understand why we are going higher. Bitcoin has never had a cycle of this kind. And the vast majority of people simply cannot see what has never happened before. Those who put in the time, understand the overall market position and allocate themselves to this potential, will win big if/when it plays out. And this is the way markets always are. The few who can see what others cant, that have the courage to position against the crowd, more often than not end up being the ones that win the largest. This is not the same bear market as before.

@JamesEastonUK Price targets?

The undervaluation of $LINK will be studied. Back in its accumulation zone at $8. Long & strong.

@MRRINCOGNITOO Agreed! Check my latest article on $ALGO. This is exactly what I’m talking about

ALGO. $0.11 89% podaży już w obiegu. 8mld tokenów. I nikt nie mówi o tym głośno. Porównajmy to do Stellar. Niemal identyczny projekt – L1, płatności, ISO 20022, instytucjonalna adopcja. XLM ma 3.6× więcej tokenów w obiegu. 33 mld tokenów A wyceniana jest zxnacznie wyżej. To nie jest opinia. To jest matematyka. XRP ma 6.8× więcej tokenów niż ALGO. 100 mld tokenów. Kapitalizacja XRP jest 100–150× wyższa. ADA 4× więcej tokenów, kapitalizacja 10–12× wyższa. ALGO siedzi na ranku #55 z technologią która bije konkurencję w TPS i finalizacji transakcji. Z podażą która jest praktycznie zamknięta. Z infrastrukturą gotową na tokenizację instytucjonalną. I z wyceną która tego kompletnie nie odzwierciedla. Największe ryzyko? Nie technologia. Nie podaż. Narracja. Rynek krypto wycenia uwagę. ALGO jej nie ma. I to jest jedyna rzecz która stoi między obecną ceną a tym gdzie fundamenty sugerują że powinien być. Value trap czy przeoczona okazja? Historia pokaże. Ale liczby już teraz mówią jedno coś tu się nie zgadza. I ja to zobaczyłem dawno dawno temu i skupowałem każego dip po 10.10.2025. Nie mówcie proszę potem, że nikt nie mógł przewidziecć

@ThePumponomics $ZEC would shock me if it 10x from here tbh. $NEAR is a 20x from current prices. Easy

how im thinking about building my spot crypto port for the upcoming cycle: i started with $3m earmarked for crypto and set myself a 10x challenge for this cycle. why 10x? i dunno, it's a stretch but also achievable. with that goal, i couldn't waste allocation on coins i thought would "only" 3-4x. i needed to take big swings. that's why i bought $near first and sized so aggressively. ai + privacy narrative, small market cap, clean tokenomics. it was a coin i thought had a legit shot at 10x. high risk, high ceiling. then i decided to up my crypto allocation to $5m. why? Simply that I thought I could outperform stocks by buying $hype and $zec. but i didnt change my cash out goal. that decision changed everything. i didn't need every position to 10x anymore. i could add some higher floor plays to balance things out. $hype was obvious. it's the chosen coin of the cycle. i was late and bought much higher than a lot of people and i know that. but i'd rather buy the best asset in the room late than sit on the sidelines trying to find the next one. sometimes you just pay up. $zec privacy will matter more than people think. quantum resistance narrative is heating up too. truth is i don't know if i have the right allocation or even the right coins. and that's okay. that's investing. people who pretend to have all the answers are making it up.

My thoughts on why $ALGO is being overlooked… Quantum resistance x Commodity status x US pivot sets up for a comeback! @AlgoFoundation @Algorand earlystagealpha.substack.com/p/not-a-securi…

Google Quantum AI just published a landmark paper on quantum threats to every major blockchain. Beyond Bitcoin and Ethereum, no blockchain receives more coverage than Algorand, cited for live post-quantum deployments across signatures, state proofs, key rotation, and smart contracts. The alarm has been sounded. @Algorand has been answering it for years.

$NEAR vs $TAO My latest article on why @NEARProtocol is the standout AI trade. open.substack.com/pub/earlystage… #bittensor #subnets #NearAI

This time @ilblackdragon is actually right. Apple, Microsoft, and NVIDIA are catching up to what NEAR AI has been building since 2024 — confidential AI where nobody sees your data, nobody sees the weights, and the proof is math, not promises. Apple went first. Private Cloud Compute (WWDC 2024) - every Apple Intelligence cloud request runs on custom Silicon with hardware isolation. Cryptographic attestation before any data is sent. Nothing stored, nothing accessible to Apple engineers. Third-party auditable. The most complete "verifiable AI" shipping today. Microsoft followed. Azure confidential GPU VMs - H100 with hardware-encrypted GPU memory. GPT-4 running inside a TEE in preview now. The model owner can't see your prompts. You can't see the weights. Exactly what Illia described. NVIDIA made it default. Confidential computing baked into silicon on H100, H200, Blackwell. Not a patch. Not an add-on. Every data center GPU they ship. That's a $3T company betting their roadmap on this. $10T+ in market cap converging on the architecture NEAR AI outlined. The difference: Apple built it for Apple. Microsoft built it for Azure. NEAR is building the open version - any model, any provider, any user. And if you've been around long enough, you recognize the pattern. Sharding - NEAR shipped in 2020, Ethereum still doesn't have it. Account abstraction - NEAR at genesis, Ethereum three years later. Stateless validation - NEAR in production, Ethereum in R&D. NEAR's problem was never the tech. It was timing.

Life lesson - never get so carried away that you lose your true self and cause harm to those around you. The point is to learn and become a better person and eliminate all negative actions.

Compelling read… $TAO does in fact tick every box for the web3 x AI convergence.

All my writings are now moving to my substack, here’s my introductory post: earlystagealpha.substack.com/p/early-stage-… Going to be doing in depth reviews on top crypto projects! $TAO $NEAR $HYPE $SUI $ZAMA

@JamesEastonUK Upside targets?

The $SUI accumulation is a picture of perfection. $10.

$DOT @PolkadotDevs @Polkadot @gavofyork @polkadex @21shares_us #ETF #Polkadot

@svrn_ai @NEARWEEK @NEARProtocol @sal_ternullo Fantastic report if I must say, clear and concise. Paints a really compelling case for $NEAR. One I think a lot of people will catch on to much later…

We built this model from @NEARProtocol fee data and real volume trajectories, not top-down market size projections. Recent inflation reduction and fee switch activation are the two structural events around which the analysis is built. This article from @sal_ternullo lays out the mechanics in full.

Naval Ravikant: "You're going to die. It's all going to zero. What's there to stress about?" "Stress is when your mind has two conflicting desires at once. You want to be liked, but you want to do something selfish. You don't want to go to work, but you want to make money. You have two conflicting desires, and that's stress." Naval explains the difference between stress and anxiety: "Anxiety is this pervasive, unidentifiable stress where you're stressed out all the time and you're not even sure why. The reason is you have so many unresolved problems that have piled up in your life, you can no longer identify what the problems are. There's this mountain of garbage in your mind. A little bit is poking out the top like an iceberg; that's anxiety. But underneath, there's a lot of unresolved things." He shares his personal anxiety resolver: "One big anxiety resolver for me is just ruminating on death. You're going to die. It's all going to zero. You cannot take anything with you. If you can keep that idea in front of you at all times, what's there to stress about?" Naval reframes what "wasted time" really means: "What is wasted time? Everything is wasted time in a sense because nothing matters in the ultimate. But in each moment, it's the only thing that matters. So if you're doing something you want to do and you're fully there for it it's not wasted time. If your mind is running away, wishing you were somewhere else, anticipating the future, regretting the past, that's wasted time. That's time you're not present for." He concludes: "People get worried about dying and no longer being here. But they don't realize that so much of their life is spent not being here in any case."

@JamesEastonUK Are we near sir?

When Altcoins decide to rip, there will be no going back. Buckle up.

$APT #APTOS @Aptos @AptosLabs @TopazMarket @AveryChing #decibel #PERP #RWA

@WyckArchitect So not Lower than $150bn?

This chart is of great importance. The 2023–2024 altseason took place within a macro downtrend on $OTHERS / $BTC, which is why alts were weak overall. The upcoming Alt season should rival 2018 and 2021. Very few are prepared for what’s to come. I expect the next big downside move in this market to mark the bottom.