0xJayKoch

[0xJayKoch @0xjaykoch]

Entered $S @0xAgent_S at $80k mcap, ATH $37M (463x), currently $30M

Entered $SUAI @SuiAIFun at $500k mcap, ATH $65M (130x), currently $45M

Took profits along the way, 75% of coins sold, since I’ll never know when the top is in

Leaving a moonshot bag for both

[0xJayKoch @0xjaykoch]

Low IQ thinking

Local tops
Mar 2024
Jan 2025
Sep 2025

All 8-9 months apart

Next one May/June 2026?

[0xJayKoch @0xjaykoch]

Closed my $AVNT short gradually from $1.5 to $1.1 that I entered at $2.2

One of the most obvious trades executed well, most of the move down has been captured so I’m fully out

[0xJayKoch @0xjaykoch]

AVNT-USD OI on Hyperliquid $37M

More than the ENTIRE platform OI of Avantis at $35M

Bruh come on

[0xJayKoch @0xjaykoch]

@satoshiheist Where did the $6.00 and $0.55 come from LOL

[0xJayKoch @0xjaykoch]

AVNT-USD OI on Hyperliquid $37M

More than the ENTIRE platform OI of Avantis at $35M

Bruh come on

[0xJayKoch @0xjaykoch]

Bybit spot ASTER listing marks the second last local top signal (before Binance spot listing)

Short term ASTER to $1.4
AVNT to $1.5 as well

[0xJayKoch @0xjaykoch]

The product itself is commendable though, and has potential to be the ASTER of Base

But current price is no no

And its doesn’t have the deep thick $$ of crime backing

[0xJayKoch @0xjaykoch]

Avantis usage is way too low for its current price
$17M TVL in vault
$36M OI

Pumped to $2.3 merely because of people seeking beta for ASTER

Expecting a correction soon, might be a good short here, although manage liquidation risk with low lev

[0xJayKoch @0xjaykoch]

Not to say ASTER will not outperform HYPE PA, it probably will

[0xJayKoch @0xjaykoch]

Anyway no reason for ASTER to catchup w HYPE FDV bcos HyperEVM and HIP-3 just has way too much moat and tech stack that Aster doesn’t have

So those comparisons u see here on CT are baseless, unless it’s a reasonable discount

But ofc CZ & gang can pump it beyond fundamentals

[0xJayKoch @0xjaykoch]

Should’ve traded on Lighter/Ostium/Aster for my perps book after HL airdrop was over

Since HL perps was already crowded and they can’t possibly reward everyone the same extent as S1 airdrop again

Wasted a bloody $10M volume, big mistake

Hopefully I get a tiny bit back HL S2

[0xJayKoch @0xjaykoch]

Q4 will be blowoff top? Seems like everyone is pushing their final bets into the last rally

[0xJayKoch @0xjaykoch]

ASTER TGE 10X now within 1 day
$0.07 to $0.7

How long did it take for HYPE TGE $3 to reach $30

Ofc FDVs are different but for airdrop recipients it’s already a 10x

[0xJayKoch @0xjaykoch]

What if competitor protocols start to M&A w each other, consolidating users and burning the acquired tokens

[0xJayKoch @0xjaykoch]

It’s easy to make crypto money, hard to keep

[0xJayKoch @0xjaykoch]

@shonzy97 $shonzy to $10B

[0xJayKoch @0xjaykoch]

Market is so fking jeety gdi

[0xJayKoch @0xjaykoch]

Seeing some normalcy returning

[0xJayKoch @0xjaykoch]

Saw Melania at $1B when it launched, didn’t even want to ape in because I just felt how much of a greedy shitfest it had become

[0xJayKoch @0xjaykoch]

The launch of Melania broke the possibility of reverse liquidity back into oversold coins, now it’s just utter shitshow and I think the cycle is cut short