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All my tweets are not financial advice

[GOOD @gooddocs]

@cryptocevo @CryptoWizardd You’re back Cevo. Long time no see

[GOOD @gooddocs]

@Cryptoaeon 100% agree. tbh i missed old ct.

[GOOD @gooddocs]

I was wondering how hyperliquid’s still keeping the business running through a downtrend, then I saw their operating numbers.

yeah, makes a lot more sense now.

numbers don’t really lie.

[GOOD @gooddocs]

@RvCrypto awesome man. just be yourself

[GOOD @gooddocs]

Most people get excited over a few small coin pumps and kinda forget we’ve been in a downtrend.

Pretty interesting tbh.

[Cred @CryptoCred]

Crypto's current state is a bit shit

1. Market cap is not an indicator of quality - the top 50 is made up of ghost coins or bloated governance slop that has underperformed and is uninvestable

2. The long tail speculative stuff went from high risk high reward to 'some dude in Miami is going to zero this if you hold it for more than 5.9 seconds'

3. Everything is extremely correlated and you can't meaningfully make bets based on sectors as it all converges into a tightly correlated mush, especially to the downside

4. Broad brush alt season is an artefact of the past that's very hard to replicate given (2) and given that there are simply too many coins and the excess of speculation doesn't really happen on centralised exchanges anymore - it's been siphoned off to bundled shit in max PvP settings

5. Crypto reputationally is no longer the sexy frontier of speculation. Institutional bid is in AI, retail speculative bid is in 0DTE equities, single name stocks etc.

6. Convexity has flattened. Even a lot of the historically safe blue chip stuff (BTC, ETH etc.) has underperformed and the historical anchor of 'buy deep drawdowns because all-time highs are guaranteed and explosive' has disappointed. All the shit we used to put up with because of the accessibly massive trend and momentum effects is now harder to justify because those same effects are getting neutered or siphoned off into other arenas.

The obvious rebuttal is 'cycles' but even this past cycle is a useful counterpoint: it was extremely concentrated versus broad brush wealth effect, plus something very obviously broke after 10/10.

So what does this all mean?

1. In previous cycles, nailing timing was enough and selection was the cherry on top (rising tide lifted all boats). I don't think that holds - both timing and selection matter now and in the future.

2. Participation alone can be an edge if the asset class is early enough and/or mispriced enough. I don't think that holds either, and we might actually have to learn how to trade (fuck).

3. Hopefully I'm an idiot doomposting the bottom

GM

[GOOD @gooddocs]

those bitcoin etf inflows combined with institutions and even countries stacking up btc have really changed the price history for btc in 2024, and now if that same capital flow dynamic ends up helping it form an early bottom in this downtrend... then what?

idk, just my thoughts.

[GOOD @gooddocs]

Bitcoin actually topped before the 2024 halving and that's the first time that's ever happened in history. Looks like the btc etf inflows plus all that institutional and nation state accumulation were the main catalyst driving it this time.

#BTC

[GOOD @gooddocs]

@IncomeSharks people hate winner fr

[GOOD @gooddocs]

Bitcoin actually topped before the 2024 halving and that's the first time that's ever happened in history. Looks like the btc etf inflows plus all that institutional and nation state accumulation were the main catalyst driving it this time.

#BTC

[GOOD @gooddocs]

@jkrdoc tbh crypto hasn't gotten as much attention as stock and AI in recent years

[GOOD @gooddocs]

@CryptoReviewing Traders get rich ❌

MMs get rich ✅ 🫣

[GOOD @gooddocs]

@Crypto_He @bcgame 这笔钱已经是很多人梦寐以求的了。

[GOOD @gooddocs]

@shangdu2005 @elonmusk @cz_binance 原来从小有电脑才是关键，难怪我们没成亿万富翁哈哈

[GOOD @gooddocs]

interesting how both moments happened during crypto downtrends

[GOOD @gooddocs]

2022, Cz Binance vs SBF FTX

>> FTX collapsed

2026, Cz Binance vs Star OKX

>> ? 👀

[GOOD @gooddocs]

@0xNairolf the winner is hyperliquid...not users 😂

[GOOD @gooddocs]

@ZhangLabs @hazenlee 你的想象力也太丰富了吧哈哈 😂

[GOOD @gooddocs]

@wangray 你从0做到1000 follower是怎么搞定的呀？

[GOOD @gooddocs]

@BTC__Sunny Trump延长了期限，就是想让美国和伊朗谈成协议。说真的，比起地缘政治冲突，我们更需要和平。