Dutch

BTC - ETH - SOL // PFP: @cryptopunksnfts // Banner: @iamlaurael //

[Dutch @0xDutch]

If you think the @solana ecosystem is a flash in the pan like a lot of other projects we've seen, you're missing one key point, there are real projects that will be onboarding a ton of users. I love ETH, have lots of investments there, but I'm not in denial.

[Alex Krüger @krugermacro]

If Trump-Xi reach an agreement, no impact aside of a leveraged flush out, helping build a stronger base with new hands.

If Trump-Xi do not reach an agreeent, and 100% tariffs on China kick in (early November), we are then headed for a recession.

Given Trump's track record, my chips are on A.

That does not mean things are great in token-land. There are too many tokens, which is reflected on weak price action. Forget about alt season unless extraordinary conditions come to fruition.

Furthermore, most tokens are from a prior era (pre-regulatory clarity) and suffer from poor value accrual models. Only BTC and a handful of higher quality tokens are worth holding onto.

But things are great in the industry. It is growing rapidly and is being progressively incorporated into Tradfi. Great opportunities will continue to emerge, even though the game gets harder and harder. Somewhat paradoxical, I know, but real.

Have a look at equities. Crypto now is somewhat similar in the following way: most equities do poorly while indices and the market's favorites, mostly tech stocks, roar. Analyst often talk about this and about how diminishing market breadth is bearish, when to me is just a symptom of winners winning.

Good idea to partially reallocate from crypto to equities if too heavily on crypto.

[Bob Loukas 🗽 @BobLoukas]

There is glory in the trenches, but few live to see it.

[Dutch @0xDutch]

@iamlaurael First thing I notice is how your works has changed ❤️

[Dutch @0xDutch]

@iamlaurael 👀

[Dutch @0xDutch]

@joemccann Damn

[Dutch @0xDutch]

@voshy 👀

[Dutch @0xDutch]

@cryptoFLman This is so real, thank you for sharing. I've made real changes in my life over the past couple of years b/c this is something you never want to regret. Sorry for your loss, but happy you were able to be there for her. I'm sure it meant the world to her.

[Dutch @0xDutch]

@chartfu @MagicEden Thanks for the heads up on this, I would have missed it 🙏

[Dutch @0xDutch]

@farokh I bought a Punk and Nakamoto because I wanted pieces of crypto history. On SOL, it's SMB.

[Dutch @0xDutch]

@The_Barrows Was hoping to get one, thanks!

[Dutch @0xDutch]

@nft_onward @sol_fiend_ 👀🪣

[Dutch @0xDutch]

@simaleksic_ @rajgokal @toly I was just searching to see where these came from!

[Dutch @0xDutch]

@jNFTSOL15 @ScubaSteveArt Still one of my favorites

[Dutch @0xDutch]

@alkineee @blockgraze This is so great, congrats!

[Dutch @0xDutch]

@analyticalali 👀

[Dutch @0xDutch]

@analyticalali Just 1?

[Dutch @0xDutch]

@foursixsix Link doesn't work for me

[Dutch @0xDutch]

One of the takeaways from the last bull market was not paying close enough attention to the teams I invested in. Some were straight clowns and while I planned to exit because of it, I wasn't nearly aggressive enough in selling. Know which positions are trades vs investments.

[Dutch @0xDutch]

When I saw @foursixsix drop Mert's 466 Chads custom, I knew I had to get one 🔥

[Dutch @0xDutch]

@buffalu__ 🫡