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.

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?

@ThePumponomics Let’s get the bag 💪

@Route2FI Def got lucky on the timing with that one, but I’ll take what I can get lol I’m also online seemingly 24/7 and would have it no other way Cheers man

@ThePumponomics haha ☺️ saw your ZEC position btw. nice run so far!

@layerggofficial haha, nice man

@Route2FI 난 와인이나 위스키에 돈을 더 쓰게 되는 것 같은데. 근데 정말 딱히 돈은 더 안쓰는 듯.

@kalashnikovapv 😅

@Route2FI You left 9-5 for 24/7 Where are you headed next?

@AltcoinSherpa we don't talk about that part...

@Route2FI hell, these days the more you're on the screen the more you probably lose $$ ...

@simbaafx true

@Route2FI You leave the 9–5. But the market becomes your 24/7 boss.

@goodalexander yep yep. it's not the tweet in itself, you are right

@Route2FI That’s not a tweet It’s 1) the dude selling 2) the fact he had a lot to sell to begin with

Crypto can be so fragile. Just one tweet like that and $TAO is down 20%. Many of the subnets is decreasing a lot more.