bitboyflex
1.9K posts
bitboyflex
@bitboyflex
out here trying to cook and eat good tonight
Tham gia Mayıs 2021
274 Đang theo dõi79 Người theo dõi
bitboyflex đã retweet
🚨JUST IN: Morgan Stanley has submitted an amended S-1 for $MSOL, its proposed spot @Solana ETF.
English
bitboyflex đã retweet
@WhiteWhaleLabs Bottoms in! 55k max if we see another drop.
Have fun waiting for your fabled q4 bottom in october. 😂
Risking it all for a 10-20% drop
English
The sheer number of KOL accounts posting idiotic takes about “it’s over” makes me ask:
1 Are we a space of blind leading the blind?
2 Controlled FUD KOL influencer machine?
3 Combination of both?
The White Whale@WhiteWhaleLabs
@NoLimitGains The problem is an account with 1.5m followers not understanding that markets love to flush leverage. So many people bought on margin for low interest rate to pocket the difference. Once an over-leveraged market is flushed the market can become healthier and heal.
English
bitboyflex đã retweet
A year ago the top traded assets on Solana were dog coins. 🐶
Today the #1 most-traded token is $SPCX - onchain SpaceX equity.
Solana has become the place to be for RWAs that actually matter.
The memecoin era stress-tested the infra for the Internet Capital Markets.
English
@milesdeutscher What a crappy chart lol
This bull really ended in q4 2024 - q1 2025
English
I just cannot bring myself to be bullish on this chart.
For a short-term swing trade, sure - we might bounce.
But we're still in a macro downtrend, and until that shifts, you need to be cautious.
$BTC
English
@Matthew35737997 @Bobby_1111888 Another lower high would be devestating. And yes i would rather a complete reset than another crappy leg like 2025 was.
English
@Bobby_1111888 I also agree.... Doesn't mean 4 year cycle is dead yet... Means it is dead next peak.
Also if the traditional markets haven't reset in that time BTC may not make an ATH . Left translated lower high.... Would mess alot of people up . Just an idea I have.
English
@Dogood_Silence_ @blknoiz06 Litrrally useless token that.nobody uses.
Another sentiment shill.
Id say the only kol shil worth investing into is hype, actuall use case
English
@blknoiz06 $ZEC is an unserious recommendation hahaha. Wouldn’t touch it with a 10ft pole.
Was literally created in Israel and recently discovered an “oopsie” back door to infinite token creation. 😂
English
agree, sentiment on crypto is guttered, everybody waiting for Q4 bottom, most smart allocators have pivoted to stocks & there's near deathly silence on crypto as an asset class having real fundamental value
believe we will look back fondly at this current period in a year
botblastcap@botblastcap
feel it in my body crypto AI meta 2.0 is underway. this time with stuff that actually works and generates revenue. those of you who followed me back in '24 remember we cooked hard with the 1.0 runners zerebro, ai16z, aixbt, etc. that was the test pump. AI is a secular trend and crypto rails are almost perfectly built for it. imo we will see a huge flight into quality crypto ai assets -- capital rotating out of saturated AI equities, vaporware crypto projects and whatnot pay attention. this crypto bear market is for you to position accordingly. top picks rn: base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf - private and uncensored AI inference, counterbalance to centralized frontier labs censorship and data collection zcash:native - private SoV, counterbalance to AI surveillance $NEAR - private transactions + AI agent infrastructure, potential on-chain AI economy on a performant L1 disclosure: i own base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf and zcash:native don't own $NEAR atm coz i think the tokenomics could be better. looking to add at more attractive levels. for everyone who'll ask about other AI tokens, i doubt the rest are worth holding atm either due to high execution risks or weak tokenomics. remember, the token is also a key part of the product. a good product with a shitty token is like holding pocket aces when your opponent flops a set. you'll get royally fucked. see uniswap/$UNI. outside of these 3 picks, which i believe to be asymmetric bets at these levels, you might as well hold AI equities.
English
@sol_nxxn So pretty much solana and sol eco dominating the next run
English
My bull thesis 🐂
$SOL - network's running harder than it did at $294 (Firedancer, Alpenglow). Does ~97% of all on-chain tokenized-stock volume. SIMD-0550 will fix inflation
$HYPE - token that prints money. Dominant perp DEX, fees buy back HYPE, only ~27% of supply circulating. A flywheel that keeps compounding
$ONDO - cleanest pure-play on RWA. Largest issuer on Solana by asset count (200+ assets), with SEC + EU licenses in hand
$JUP - Solana's everything super-app. If Solana wins, Jupiter wins. Undervalued bet at $0.2 with great upside
$JTO - staking + MEV, and now JTX: a self-custody trading app with CEX-level execution that routes fees into JTO buybacks, launching soon
$BP - bet on Backpack becoming the regulated bridge between Wall Street and Solana. $BP staking = equity in the future
$ARX - the confidential-compute layer Solana lacks: basically most of privacy products we have on Solana are built on top of Arcium, and more coming
What are your bets? 🤔
nxxn@sol_nxxn
$JUP at $1 in a year? 🤔 Here are my 1-year bull targets for our coins: $SOL - $200 $HYPE - $120 $ONDO - $1.20 $JUP - $1 $JTO - $1.5 $BP - $1.80 $ARX - $0.8 What are your predictions?
English
We are soo fucking back.
First podcast in a long time.
Go show some love!! You guys will really enjoy this one. Andrew is a real one.
Andrew Forte@AndrewAsksHow
Episode 96 with Solana Sensei One of crypto’s premier creators and traders From witnessing Solana at $8 to ATHs and now the insane TCG run right now we We talk about the highs and lows of the market and spectate live on the SpaceX IPO Also discussing the changes crypto twitter has seen seen and overall sentiment Had fun on this one talking about an industry we are over allocated to Timestamps: 2:34 Catching @SolanaSensei from mid SPX IPO 6:32 Skipping the IPO for Solana 11:12 Never actually watched Pokemon 14:22 His first on chain grail 20:05 Pre IPO entries are free money 23:35 Lending against your Pokemon cards 27:34 Too many tools killed it 31:47 Expect nothing just art 36:16 Started at rock bottom 41:07 Reply guys win the algorithm 45:24 These accounts didnt exist 48:54 His one fix for crypto 55:57 Stacking as much Solana as possible
English
@gumsays SIMD-0550 & 0547 are both needed to flip solana deflationary
English
Helius introduced SIMD-550 to drop Solana's inflation rate faster
> Current Status: solana:So11111111111111111111111111111111111111112 inflation rate drops 15% per year, until 1.5% rate in ~6 years (H1 2032)
> SIMD-550 would double the disinflation rate, from 15% to 30%, meaning we get to 1.5% inflation in just ~3 years (H1 2029)
> By year 3 of this proposal going live, 30 out of 738 validators go from profitable/breakeven to unprofitable
If it passes, it is going to be the first step to change Solana's tokenomics into a model that is more attractive to liquid funds and retail investors
It is not enough, but there is another proposal going live in the near future that could result in $1M+ solana:So11111111111111111111111111111111111111112 burned per day
Impermanent Gains@__lostin__
Soon, SOL stakers can vote in governance We believe SIMD-550 is the ideal proposal to begin A simple path to reducing SOL inflation It’s time to let stakers vote
English
@Mike_Ess_ memes / speculation will always be apart of existing and emerging markets. And like always they will return with the new flavour of the month on SOLANA.
English
@DreamResearchX @OnChainMind bingo. IMAGINE trying to risk the bottom for another 10-20% instead of DCAing in slowly....and then being left behind.
English
Great quote from @OnChainMind 's video
$BTC has only spent around 7% of it's time IN HISTORY
At these depressed lows where 50% of the supply is in loss
That's why I think now & the next 8 weeks is accumulation time
English
@Mike_Ess_ One of the most based upside / downside protection ive seen.
This will be my stack on thr next bull correction
English
