Cactus

golden age

@cousincrypt0 It’s ok It’s only like 10 assets making new ATHs Most assets still down massively

It is legitimately insane that every asset on earth including potatoes and cows make a new all time high everyday while crypto is balls deep in a bear market

@sedonaroxx Been that way since 2024 my brother Crypto gains are very limited now we have achieved mass adoption. Can still comfortably hold BTC and ETH but alt coins outside of that are dead have even for over a year.

@thecryptocactus Every single crypto bro trader is in stocks now....haha. Oh the scam of crypto and the lives it has ruined. Incredible to see the truth come out; reckoning for the entire industry

S&P500 being dragged up by AI infra + hyperscaler's It might look as though the stock market is at ATH's and you are missing out but its not really the case. +60% of the US market is actually down double digits. rotation will happen eventually, seeing some deep value

@CultureCrave Terrible show

'A Knight of the Seven Kingdoms' is averaging over 36M views per episode ⚔️ One of the biggest debut seasons in HBO history

@crypto_bitlord7 Only major difference is the virality is super low, to catch you need to in a confined space for a long period of time. So easy to main a outbreak with hana

Hantavirus can be the world’s next big pandemic. Worse than the plague. 🛑 1 out of 3 infected patients will be extinct. A few simple mutations and this becomes the world’s deadliest disease. (We could lose billions of lives in a matter of months). ⚠️ 1-8 weeks incubation. (The ideal stealth virus) ⚠️ Theoretically every 1 person could infect hundreds unknowingly. (Exponential growth) ⚠️ With a 35% fatality rate, 1 in 3 infected patients are terminated. -That’s like the plague but 10x worse. Right now we’ve been lucky. -It doesn’t appear to have strong human transmission. -If it mutates? GAME OVER. With an incubation of up to 8 weeks, and if it’s infectious during this stage. We are 100% screwed. People boarded flights. People ESCAPED the ship and blended into society. They can’t even identify where it started… -This shit could already be spreading. So monitor this situation and start praying. And if you was on a cruise ship or airplane recently: -Stay the hell away from me.

@Innerdevcrypto Copper is something in watching very closely, I absolutely love this trade over the next decade+

- Not going to buy stocks at these valuations. I have been in investing/trading long enough, and not going to fomo. Did i miss out on most ai-stocks, yes, but since i was mostly focused on trading crypto, was not a surprise. Still, not going to fomo in at these valuations, if that means missing way more upside, so be it - Not convinced the bottom is in for bitcoin, as shared often enough as well, and if it is, great, still got 50% in bitcoin - Regarding my portfolio below, for the 2nd time in a week sold some more google stock with very nice profits, no other change 👇 - I know it is all boring, but when i feel like hitting the gas hard again on crypto, or maybe on stocks in the future if it ever dips hard, i will let you know, promised. For now i just think that this stock market is so high that there is much more serious risk to the downside, while regarding crypto it just needs more time to complete the bearmarket in my humble opinion. - Can always be wrong, no problem admitting that, and willing to adapt if needed

@SydSteyerhart You must be new here

This game is going to bankrupt Rockstar. It has to sell roughly 13 million copies (at $80/each) just to break even. The rising cost in computer hardware has shrunk the potential market of those who even have the necessary specs to play it, and the writing is probably garbage.

@PostyXBT Just wack the cash in next time the US president does something stupid and stocks nuke 30%.

My portfolio is currently: - 65% crypto (only btc, eth, sol, link) - 30% cash - 5% stocks I want more stock exposure but a) don't want to buy more s&p at ath b) don't want to sell crypto at these prices to rebalance What's the play?

@Jackkk was*

Threadguy explains why Twitter anons are the best source of alpha “Crypto Twitter anons are just on it. These guys that have been screaming from day one, fade the oil market, it’s worse than the market says. They’ve just been right” “Once again, the anon PFP with like 20,000 followers that tweets all day, hyper-fixated on one topic, is usually a better source of alpha than any major media outlet” “Those same Twitter anons priced it in on March 9th how bad it was. They printed, they all carried out cash and they exited” “For the most part, I think this PA has just been traders that have no edge, no real conviction, just like chopping themselves out. I think most of the sharks made the money on the first day” “Anybody else trying to trade oil convincingly that doesn’t really have edge in oil markets after that has been driving themselves mad”

@itsjustcornbro @CL207 yes, profit is pretty much irrelevant with AI and robotics

@thecryptocactus @CL207 Revenue is not profit.

gud thing about the "ai bubble" is that high end technology is getting more expensive and competitive and that money is going to attract a lot of talent there were way too many smart people that was pulled into trading and speculation, which is not very useful and futuristic

@itsjustcornbro @CL207 AI isn’t a bubble though. Bubbles don’t generate absurd revenue from spend like this. This is something we haven’t experienced before

@CL207 the bad thing is that when this one pops it takes out real people, when crypto popped it just took out like 1000 basement dwellers

@Yieldos_app @marc02200 Well that’s not true

@marc02200 Scarce doesn't mean valuable. Beanie Babies were scarce. The S&P pays you because companies make money. Bitcoin pays you only if the next guy wants it more.

Please explain this to me: I’m 27 with $100k. Everyone screams “just buy the S&P 500 and chill for 40 years.” But the S&P is basically 10 tech stocks… while Bitcoin has real scarcity. Why is choosing Bitcoin still seen as the crazy option?

Crypto value; $BTC, $ETH, USD(stables), $HYPE, $ZEC. That’s it. Tech value; $GOOG, $META, $AMZN, $AVGO, $SOFI, $MSFT, $SAP AI value; $AMD, $CRWD, $CRWV, $TSM, $NVDA, $NOW, $AVGO China value; $BABA, $TCEHY, $XPEV, $BYDDY, $BIDU Thanks for reading, stay safe.

To be heavily “risk-on” moving forward and in the years to come, crypto is likely not the play for substantial growth. I would weight like 30% crypto, and rest AI and robotics if you want to extract value. Below will share some of my picks moving forward;

Thoughts on crypto, emerging tech and macro markets; Back in 2017-2021 being in crypto was both purposeful and filled with opportunity. Opening people’s eyes to this new emerging tech was massively rewarding in terms of price action, the upside was astronomical. CT had the singular goal of pushing crypto mainstream…