P P

Still in trenches 🧑‍💻

[Ansem 🐂🀄️ @blknoiz06]

black bull mode 🐂🀄️

[P P @DefiwithAbba]

@blknoiz06 You sayyyy?????

boss i swear i don’t have $1 accross all my wallets.

9EpWt4dmwFoDEFDZB3DBdZ7XUbS1s8Bt3qjaSo1U7QwG

[P P @DefiwithAbba]

@BoriTheBadger 9EpWt4dmwFoDEFDZB3DBdZ7XUbS1s8Bt3qjaSo1U7QwG

[P P @DefiwithAbba]

@JohnEshemogie @HarrySzN2S I got neymar too just now

[The Terminal Trade 🐦‍🔥 @_TheTerminal_]

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[P P @DefiwithAbba]

@_TheTerminal_ The UI/UX is pretty good.

The Terminal stands out more for clarity and trader efficiency than visuals.
I love it.

[Cleverly 💐 @Cleverlydey4u]

This is a good trend 😂

[P P @DefiwithAbba]

I know it will be difficult for this to reach you sight.

but when it do please tip me please 🙏🏻

usern. ypopsy

[Ansem 🐂🀄️ @blknoiz06]

time is a flat circle
$SOL $JTO $JUP

[Ansem 🐂🀄️ @blknoiz06]

https://t.co/Tzjz3VWY7L

[Ansem 🐂🀄️ @blknoiz06]

@0xAsta @fibszzy i thought about it but i dont want to nuke on ppl, but yes you should be holding $ANSEM not making weird derivatives of other things and trying to get my attention that way, if ppl do want to do that then figure out way to airdrop to all holders instead of sending me the supply

[Ansem 🐂🀄️ @blknoiz06]

high quality oi analysis

[Ansem 🐂🀄️ @blknoiz06]

we will simply bully them all into airdropping they have to realize the bull market is beginning now when else would they do it

do you know how much a pump+base+metamask+polymarket airdrop would be?

at least $1B

[Ansem 🐂🀄️ @blknoiz06]

long space $SPCX
long robotics $BOT
long degeneracy solana:So11111111111111111111111111111111111111112
long finance $HYPE
long internet culture solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump

[Ansem 🐂🀄️ @blknoiz06]

we need mitch back on twitter for solana season v2 who do we need to contact to make this happen

[Ansem 🐂🀄️ @blknoiz06]

early price action largely unimportant down here for positioning, but would not want to be sidelined when this breaks above ~$80 area

multiple months of accumulation + false breakout to the downside & reclaim w/ worst sentiment ive seen on sol since FTX

$80 is most imp level

[Ansem 🐂🀄️ @blknoiz06]

think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months

mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market

was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150

capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT

concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march

crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend

for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in

hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher

overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s

[Ansem 🐂🀄️ @blknoiz06]

everything is so eerily similar

[Ansem 🐂🀄️ @blknoiz06]

@kling00000 sol's been the leader since june bottom

[Ansem 🐂🀄️ @blknoiz06]

@TaylorArmstrong hahahahaha