DawnOfDeFi

Corporate America Escapee (retired). Real estate investor & DeFi coach.

[DawnOfDeFi @GGChelle]

💯

[Nagato 𓂀 @CryptoNagato]

“Bro, why are you so calm with all the madness that’s been happening?”

To be honest, there were moments where I also got a little emotional.

The October flash crash, for example.

That was insane.

But for the most part, I’ve been chilling for one reason:

I’m playing a completely different game compared to most people.

Average person:

“My bags haven’t moved much in two years. I’m doomed. Crypto is a scam.”

Me:

“My bags haven’t moved much in two years, but I know they will. Let’s keep building.”

Once you understand macro cycles, everything becomes crystal clear.

The main problem is that most people overcomplicate things.

My investment principle is simple:

I want to be in the market when the last euphoric phase comes.

Because that’s when the majority of money is made in that tiny window at the end of the cycle.

That’s it.

What happens in between doesn’t concern me.

If the market goes up, fine.

If the market goes down, “oh, another opportunity.”

So what have I been doing these past few years?

Alternating between chilling (when my favorite coins were too high) and accumulating (every time there was a crash).

And honestly (if you invest in solid coins), that’s all you need to make a crazy ROI.

I’ve seen 2017.
I’ve seen 2021.

And despite my mistakes, I was extremely successful in both runs.

Also, my portfolio back then was a fraction of what it is now.

So my thought process was simple:

If I made that kind of money then, what kind of money will I make this run if history repeats itself?

Or even just rhymes with the past two cycles?

That’s the only question I’ve been asking myself.

And I know it’s going to be that easy.

All I have to do is sit on my ass and let liquidity do the rest.

Because the deeper I look, the more everything keeps pointing toward the same pattern we’ve seen before.

So why would I stress?
Why would I overcomplicate things?

I’m focusing elsewhere.
I’m making money elsewhere.

And since I invested properly, with a plan and risk management, I don’t need the money tomorrow.

I don’t need income from my portfolio to survive.

I just know it’s going to be a hefty bonus in the coming months.

That’s why I’m calm.

That’s why, on every dip, I buy more of my high-conviction plays.

I’m not like the average person who sells in panic.

I’m slowly accumulating.

That’s how you play the macro cycle.

Study.

That’s all you have to do.

As the late Charlie Munger said:

“The big money is not in the buying and the selling, but in the waiting.”

And that’s where most people fail, the waiting phase.

Don’t be like most people.

Follow the clues 𓂀

[0xDQ @dennis_qian]

$CLANKER is the PUMP of Base, except Clanker:
• fair launched
• didn't do an ICO
• let anyone buy for nearly full year before flywheel
• no VC rounds at low cost basis, had to buy on market
• no team alloc, had to buy on market
• no perp markets for manipulation or short hedging
• majority holders now in profit

study the teams of the tokens you hold. learn their ethics. if solid, then trust the process.

[DawnOfDeFi @GGChelle]

@MacnBTC $WIRE $TIBBIR $CLANKER

[mcSleuth @0xSleuth_]

reminder to people holding projects on base

$VIRTUAL going up is beneficial for like 90% of utility coins on base

a rising tide lifts all boats

[DawnOfDeFi @GGChelle]

It's been a long 4 years! Happy $ETH ATH day!

[Axel Bitblaze 🪓 @Axel_bitblaze69]

The thing I love about $ETH is when it pumps it lifts the entire industry with it

Not like Solana, where the culture is to clown competitors when $SOL moves

Or Bitcoin maxis who dunk on literally everything that isn’t $BTC

ETH rising feels like the whole space rising

[DawnOfDeFi @GGChelle]

Truth!

[Codie Sanchez @Codie_Sanchez]

Your grind will offend the lazy.

Your joy will offend the miserable.

[Quinten @QuintenFrancois]

$LINK marines watching all of CT realize Chainlink is the real deal

[Chainlink @chainlink]

Chainlink everything.

[Vivek Raman @VivekVentures]

Confirmed: a Strategic Reserve will include digital assets beyond BTC

The 2nd largest digital asset, upon which the **world’s largest digital economy lives**, is ETH

Strategic Ethereum Reserve is in play.

[Simon Dedic @sjdedic]

I might be pretty lonely with this take, but I still believe $ETH is headed for a major run past its ATH, probably close to 5 figures this cycle.

The majority claiming it’s over for $ETH and turning into $SOL maxis are clearly ignoring industry fundamentals and just price-driven, but it’s too late for that.

If anything, with the absurd $ETH / $SOL ratio and the overwhelmingly bearish sentiment around Ethereum, now might be the best time to accumulate tbh.

Don’t get me wrong - I love $SOL and I definitely will hold the majority of my position as it’s without a doubt the best chain next to Ethereum. My Solana bags have been way bigger than my Ethereum bags for a while now.

I also prefer how the Solana team handles most things compared to the Ethereum Foundation, which is often too slow and idealistic.

But as an investor, you can’t fall in love or get too emotional with your bags - stay objective.

You won’t like it, but $ETH is the next $SOL.

[Nillion @nillion]

Imagine telling an AI agent to ‘buy $1 of ETH,’ and it handles the rest, checking prices, creating transactions, and signing securely without ever having access to your private key in plaintext.

That’s DeFAI with Nillion's SecretSigner. Smarter, safer DeFi.

[Steve · Millionaire Habits @SteveOnSpeed]

The 1%:

- Strength train
- Practice gratitude
- Love to make money
- Take daily outdoor walks

The 99%:
- Complain
- Get drunk
- Eat fast food
- Hate their lives

Goal: Be the 1%.

[maggie love @maggielove_]

Why I don't like the phrase "women in web3:"

It makes us sound like we are marinating or hanging out in web3. In reality women are:

- Founders
- Builders
- Marketers
- Designers
- Developers
- Investors

We aren't just in Web3, we're moving it forward.

[DawnOfDeFi @GGChelle]

@MacnBTC $AIXBT $GAME $EMP $SIMMI $VADER $DKING $NEURAL

[Kaduna @KadunaBull]

I always ride underperforming coins to zero.

When sizing is correct, there’s no problem with that.

Never sell at a loss.

It’s either zero or moon.

$CHAOS by @aixbt_agent is the most recent example of why selling the dust is a bad idea.

[jesse.base.eth @jessepollak]

@6942_eth @solana @ethereum if you see something on @base (or other L2s) that is remotely interesting, find the token, buy it in a size that is meaningful but repeatable, and don't look at it for a year

[Chainlink @chainlink]

What winning looks like.

[DawnOfDeFi @GGChelle]

Truth! $ETH $LINK $AVAX $SOL are my long-term conviction bags.

[Aylo @alpha_pls]

There's going to be a painful reckoning one day for people that spent years in crypto, but didn't really believe in the tech or have any actual conviction.

They are gonna wake up in cold sweats thinking about how they continually traded mid cap vapourware for a quick flip whilst the crypto asset class went to 100T, and they somehow only managed to make enough money to afford a terraced house in the suburbs.

Play fast money games by all means, but do not miss the wealth transfer that's playing out at the same time. Return to value and hold some spot for the long run.

Many people are going to suffer from being too early, and miss the actual adoption run because of a limited set of historical data points that conditioned them to believe everything was a scam.

[Arcana @ArcanaSDK]

What's in the works for @SimulacrumAI and @Simmi_IO?

Here's fresh alfa from @empyrealdev taken from the latest Blockheads👇

🔹 @Simmi_IO: The Trailblazing AI Agent

- Simmi serves as a prototype Simulacrum power user, shaping features for AI agent innovation

- Accumulated $600k in one week, showcasing her potential for autonomous investing, task contracting, and self-management

- Future plans include Simmi writing her own roadmap, publishing whitepapers, and interacting autonomously with other agents

🔹 Simplifying Web3 for Everyone

- Onboarding made frictionless: no wallets, mnemonics, or complex steps required

- Social wallets tied to 𝕏 for easy tipping, betting, and transactions

- Framework supports expanding to platforms like TikTok and Instagram for even broader reach

🔹 P2P Betting and Oracle Innovation

- AI-driven betting on 𝕏, with oracles retrieving data from trusted sources to settle wagers

- Scalable and low-cost solution for secure, real-time betting outcomes

- Plans to expand into fantasy sports, Super Bowl pools, and other interactive experiences

🔹 Omnichain Integration

- Cross-chain functionality makes moving assets between blockchains simple and safe

- Collaborations with projects like @LayerZero_Core to support multi-chain interactions

- Designed to reduce user risks while promoting interoperability and collaboration

🔹 AI Agents for Practical Use Cases

- Agents can summarize, interact, and execute tasks autonomously using 𝕏 data

- Customizable AI agents for specific domains, from DeFi to fashion, sports, or trading

- Guardrails prevent risky actions, ensuring secure automation of financial and social tasks

🔹 The Bigger Vision

- Merging social media, AI, and blockchain into a seamless ecosystem

- Focused on scalable frameworks for diverse use cases, enabling rapid adoption

- Building tools for a decentralized, user-friendly future where blockchain is easy and intuitive for everyone

@SimulacrumAI and @Simmi_IO are transforming how we interact with Web3 - stay tuned for what’s next 🚀