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Good morning CT 🌄
#Babydog is getting consolidated at 1M mcap range🔥 chart looks bookish and waiting for breakout! 📈
Get ready for next ATH 🚀
Gonna drop one more degen play tonight! Get ready for fkin quick money 💰
#Ethereum#Eth#babydog
If you believe we haven’t topped, imo the best coins to DCA right now are the ones generating revenue + native token buybacks + multi-chain
Also the stablecoins narrative is likely to keep growing and there are a very few projects who will benefit from it
$MKR and $AAVE fit both criterias (DAI and GHO stablecoins)
If ETH finally start to run, I think they are the easiest x4-5 to hold mid-term
$AAVE should go to 10b and $MKR 6-7b and these are pretty conservative targets
If you want to know why ETH has performed so poorly, other than Solana taking the lead in Q4
It’s simply because it has been a consensus for funds to short ETH for the past 6-7 months and never have to worry about the consequences
Market goes up? Short ETH to hedge
Market goes down? Short ETH because it will tank the most
Currently:
3.5b$ shorts on CEX
400m$ shorts on DEX
2b$ shorts on CME futures
Which is approximately the same $ amount for BTC while ETH is 1/7th the FDV
And that’s only the publicly available data, the real number is probs higher
So when you see ETH/BTC green and wonder why we always get a market wide nuke less than 48h after, it’s because market makers can’t let ETH outperform
The only way out of this misery is a massive bid from whales on ETH, maybe Bitfinex ETHBTC longs nearing 2021 highs and being at current cycle high is an hint, which could spark a huge short squeeze a la GME 2021
But most likely Monday we get another traumatic event and whole market tanks another 30%
The United States Government will purchase BILLIONS in Ethereum—Sleepy Joe’s clueless, China’s panicking, and Bitcoin’s a JOKE. The radical left hates it, but under ME, America now CONTROLS the blockchain.
Losers and haters said it couldn’t happen—WRONG.
AMERICA FIRST, always. YOU’RE WELCOME, FOLKS. TRUMP APPROVED. 🇺🇸
In principle Bitcoin never visit past cycles ATH after breaking out in a bull market (69k)
The way people are wishing for low-mid 60s is crazy
Majors ex XRP are already sitting at bear market level, same for alts
The idea that you can buy fundamentally strong tokens at 2022 prices is too good to fade imo
The sole news of Trump organizing a crypto summit and the first reaction of CT is to scream for a sell the news event tell you everything you need to know about current sentiment (in the gutter)
In short, I think the downside is largely capped here
eth no new ath's ever?
less and less people building on the chain and using it
at what point do we just accept that it was a great idea, opened many doors, but failed to scale
I think we are finally on track to stop the general idiocracy crypto suffered from since memecoins boom in Q3-4 and that contaminated everyone’s mind
No, being good in crypto is not blindly copying someone’s fresh buy
No, being good in crypto is not blindly topblasting the latest botted volume cabal coin like a sheep
No, being good in crypto is not making investment thesis on a coin based on tiktok trends or someone’s new pet
Can we finally stop pretending that any of the SOL anime/NFT avatar KOLs are good at trading/investing?
They are the biggest retards of this industry, and thankfully most of them have been zeroed and will be sidelined for what’s to come
Send it.
I swear a few hours ago my TL was flooded with tweets about a 1.5b$ ETH hack, a new global pandemic and tariff fud
But yet somehow..
My bags are green on the daily?
$MKR $OMNI $COW
Brave SOL on-chain warrior who doesn’t know anything about fundamental analysis and base his whole investment thesis on copytrading better traders than him and gamble on freshly deployed pairs with AI in the ticker because the cousin of a class mate of the uncle of the "dev" has a linkedin account wants you to know crypto is going to 0 and no bull market for alts/DeFi ever
(he has been zeroed a few days ago and doesn’t want anyone to make money)
Re-allocated my portfolio on alts
Main holding in order of size
$AAVE $LDO $COW and some $OMNI
I think DeFi and ETH resurgence is just a matter of time and coins that are the back-bone of $ETH (top protocols by TVL and most used) + Fully circulating supply + Trump WLFI coins should outperform the rest of betas
I also like $UNI $ENA $GNO $ONDO but decided to go for a few concentrated bets only
Thinking HTF rather than LTF here
My conservative targets:
$AAVE 10b (x3)
$LDO 5b (x5)
$COW 1b (x9)
$OMNI 750m (x10)
I think we see a DeFi boom in 2025 lead by new Trump admin with easier onboarding process for tradfi capital, Staking ETFs should also come
Bidding these coins with BTC.D at 62% and a total capitulation and disgust ressentiment for alts from CT should be an obvious trade in insight