Lew

random twitter lurk

[OpenClaw🦞 @openclaw]

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[Andreas Steno Larsen @AndreasSteno]

https://t.co/aPcuRpjaSf

[plur daddy @plur_daddy]

https://t.co/kyfY7E2EPx

[LondonCryptoClub @LDNCryptoClub]

We said yesterday the relentless move lower in Bitcoin and crypto had the feel of someone blowing up and forced to liquidate a portfolio

This sounds a plausible explanation 👇

[mary @howdymary]

https://t.co/E7uGKClbOl

[Fey @fey_xbt]

The most important thing in crypto trading people rarely talk about:

How to view money as real and not real during the same cycle.

When bull starts, common sense evaporates from this space. You have to look at numbers on the screen as fictional points in order to be able to recklessly trade completely worthless coins. If you don’t, you will probably end up missing every runner and you will leave insane amount of money on the table.
You can’t look at it as real money, because you would realize that aping 50/100k into a fresh new shitter is idiotic and you would middlecurve every play.

But when bull is about to be over and euphoria is high and dumb things start happening, you suddenly have to go back and completely override your mindset. You need to suddenly shift to: “Yes, 10k/50k/100k/500k/1m is a lot of money and these aren’t just numbers on the screen.”

Crypto requires you to be retarded and numb - if you aren’t, you aren’t going to make any meaningful amount of money.
But it also requires you to be humble and wake up from that numbness on time, because if you don’t, you are going to lose everything you worked for.

Finding balance between these two, both during bull and bear market, and the transition between them is crucial. Knowing how and when to shift from one mindset to another is how you get to keep the majority of your profits.

If you never learn how to manage this, you are doomed to keep making the same mistakes forever.

Trading is 90% psychological game. It doesn't matter how good your edge is if you suck at managing emotions.

Master that and you will outperform 9/10 market participants every cycle.

[Lew @HomeCoining]

@the_smart_ape @aztecnetwork A privacy protocol asking for KYC to join its token sale?
Doesn't make sense to me

[Lew @HomeCoining]

@donalt @MatrixXBT I really appreciate someone calling out this absurd contradiction: Bitcoiners celebrating Trump and backing him, yet ignoring how he personally enriches himself and erodes democratic values in the US

[JC @CesareHail]

THE BEST DEBATE on Trump dynasty coins I have come across so far

Thank you for this @hosseeb @tarunchitra Robert & Tom

[redphone ☎️ @redphone]

Ten rando Trump-induced thoughts on crypto:

1. The token launch and its price performance is truly staggering. It will have aftershocks that are just as powerful and impactful for the industry. Or put another way, if this coin launch blew your mind, what comes next will be crazier.

2. General vibe = "if the president can do it, so can I."

3. We can only speculate on what happens next, but most of us are thinking too smol.... Like I have no doubt that your bank adds crypto wallets, Robinhood adds perps, international brands like shoe companies and fashion brands drop memecoins, etc. What's even bigger than that stuff? Because it could potentially happen.

4. We often forget that money is simply a technology, and the best tech wins. Crypto is now the best monetary tech. And it's literally morphing the concept of "value" before our eyes. Thanks to AMMs and blockchains processing ever more txs, value can be placed into any package/container -- not just dollars, yuan or euros. We can transmute it into attention (which is how I measure memecoins) and intelligence via tokenized AI, among other things. This simply wasn't possibly before permissionless blockchains.

5. Memecoins and crypto wouldn't be doing so well if the dollar were sustainable (and not programmed to eternally dilute itself via inflation). Dollar uncertainty is what led to bitcoin's creation. And BTC's success kickstarted this financial dadaism/experimentation that we're witnessing.

6. Living through past cycles helps you cope during times like this if you're sidelined. Attention will swing in other directions. There is absolutely zero chance that it doesn't. That means that if you're unsure what to do, just keep your crypto exposure and sit on your hands.

7. Can't wait to see what comes out of the White House on the crypto front as soon as Trump takes office. The man enjoys fireworks, and the memecoin launch makes me think he's going to deliver... memecoin success could embolden him in novel ways, make his do things on the executive order front that he was formerly on the fence about.

8. AI is still the megatrend. It's bigger than memecoins and crypto and RWAs and gaming. It is the eater of worlds, the alterer of destinies, humanity's apotheosis. We have created nothing more incredible, more mind-bending, more awe-inspiring and scary. And we are just in the earliest innings of the journey. The Weirdening is here.

9. Reality feels fractured and fucked up tbh. In some ways, I'm excited, but in others, I just can't shake the sense that this is "end times for the republic"-type activity that we're witnessing.

10. No matter what's happening, you can't fight history, tho. We're in it together. Find a way to benefit from it, or at the very least to enjoy your time on the path ✊

[DCo @Decentralisedco]

https://t.co/0bLNXVtMbI

[Sell When Over 9000 @sell9000]

No offense intended, but it seems a lot of people who got into crypto for the first time during the 2020–21 boom ended up spoiled by those rapid gains. Now they make up the bulk of crypto users.

I think the main reason today’s cycle feels so frustrating is that these newer folks are expecting another big surge on a specific timeline—when it doesn’t happen, they get impatient and disappointed.

In contrast, many 3rd cyclers who came in around 2017 truly didn’t think crypto would bounce back after the brutal 2018–2019 crypto winter bear market. So the wild 2020–21 rally caught them by surprise, which only fueled the speculation and hype. The unexpectedness was a boon because it seems there was no limit -- we were entering the unknown. They’ve seen how the market can swing from despair to euphoria, so they’re more prepared for ups and downs.

On the other hand, 2nd cyclers collectively expect another big altcoin pump to rival Bitcoin’s dominance. They are now attempting to expect the "known." Their perspective is skewed by watching the big comeback in 2021 after 2017 and thus to them the four-year cycle theory is practically a law of nature, so they’re getting anxious waiting for that euphoria to return. Plus, they’re trying to put their new "take profits" lessons to use, but still figuring out timing—which adds more volatility, and juxtaposes their shaky conviction.

Meanwhile, 3rd cyclers tend to be calmer because they know markets can be totally irrational. They still anticipate a big altcoin run but aren’t glued to any particular schedule. My advice? Stay open-minded, keep some conviction, and remember that the biggest opportunities often appear out of nowhere. If you are excessively seeking tokens that will give you the next 10X during periods of consolidation and chop, you will be disappointed.

I’m actually what you’d call a "4th cycler grandpa" (started in 2013) and have watched this pattern repeat itself. Usually, in the first half of a two-year bull run, there are short bursts of “alt season,” followed by disappointment, until suddenly everything moons and barely retraces for the rest of the cycle. Every time, right before that big move, even hardcore believers begin to question if the bull run is over. That’s typically when the market kicks into high gear.

I suspect this happens because crypto relies so heavily on narratives—once enough people get shaken out and the "right" tokens start trending along with perceived value entries at a discount, the entire space rallies together. As long as broader economic conditions haven’t changed drastically (which hasn't in the grand scheme of things), the cycle usually resumes its bullish path.

TL;DR: A lot of the newer crowd (2nd cyclers) got accustomed to the gravity defying gains of 2021 and now feel bored or restless. Maybe close your portfolio for a bit and enjoy the downtime. Historically, these lulls have set the stage for the next big rally in crypto’s ever-repeating cycles.

[Lew @HomeCoining]

@Abstract_Ghosts ✳️+ 👻 = @Abstract_Ghosts

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[Lew @HomeCoining]

Ghosts loving ghosts 👻

Don’t sleep on the new big project on @AbstractChain

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[Ghosts @Abstract_Ghosts]

Early OG rewards are already waiting for you.

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GHST is your unique code to access our ecosystem.

A quick thread below 🧵👇

[Lew @HomeCoining]

@flynnslick Martyrs for sure

[Lew @HomeCoining]

@rael_22y @guzzler_3 @real_y22 scam group

[Lew @HomeCoining]

@Axel_bitblaze69 Appreciate your input brother! Thanks for yap-invite!

[Lew @HomeCoining]

Yap early, yap only, yap often.

@_kaitoai is connecting AI, attention and capital with Yaps.

Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 https://t.co/5LsBsViJtW

[Cred @CryptoCred]

Telegram is back.

Will be posting charts, essays, trading lessons, and insights from my near infinite number of mistakes as a crypto trader since 2017.

https://t.co/iK0ecbF5Tu

[VD @hmalviya9]

How to make the best out of this bull cycle

The Secret Playbook 🧵