From a trader who ran it up last cycle & did his fundamental research. I’ll post my long term buys and reasoning! This account is more a personal journal. DYOR!
Top tip for next cycle: Don’t buy governance tokens. Doesn’t matter if protocol generates 100m if nothing goes back to the token.
tbh $LDO is my only exception at these prices.
Not really active here anymore but I’ll chime in with my thoughts. Only because I like you lot.
Most likely we get one more leg from here to 115-120k in the next 60-90days. Then that’s it and we go down/chop with bounces rest of year. Pause on tariffs is prob the only good thing trump has done since office.
Some final thoughts:
- Bottom of this cycle comes in around Feb-March 2026. Probably around 60k but hard to guess.
- Next cycle top is around 200k. You won’t be too bad off if you can be patient.
- What am I holding? Just some large caps. A lot of my mid caps are worthless including $ROSE. My best bet right now is $AVAX for this final leg.
You don’t have to play/agree with my thesis either just know a few of you would appreciate my thoughts so here they are. Let’s see how it pans out. Peace out 👋🏽
What if we get a 2021 style altseason this cycle since BTC.D is at the top of its range and last cycle we spent all of it grinding up to these highs?
If we do i think eth focused tokens will outperform… ldo, aave, uni, ondo, pendle etc
Added $RIO today at 0.035,
RIO had a ridiculous run last cycle from this area from around $0.04 to $2.78 (around 75x from current prices). They still power a lot of Stock RWA protocols with innovations like NET. Tech hasn’t changed just been destroyed in bera market, buying.
Bought $NET at $26 / $1M mcap last night.
Already up 40%.
It’s a ponzi that reminds me of OHM/Strong and looks like they’re innovating trying to create a whole NET eco.
Currently making 10% weekly.
If it runs 10x i’d be making 100% weekly lol.
Such a low mcap worth a punt.
So now the only Lowcaps i own for bull market times are:
$FLIP - avg $0.22.
$IXS - $0.053.
and now $RIO - $0.035.
If even one of these does 50x im good.
Bought $NET at $26 / $1M mcap last night.
Already up 40%.
It’s a ponzi that reminds me of OHM/Strong and looks like they’re innovating trying to create a whole NET eco.
Currently making 10% weekly.
If it runs 10x i’d be making 100% weekly lol.
Such a low mcap worth a punt.
Bought $NET at $26 / $1M mcap last night.
Already up 40%.
It’s a ponzi that reminds me of OHM/Strong and looks like they’re innovating trying to create a whole NET eco.
Currently making 10% weekly.
If it runs 10x i’d be making 100% weekly lol.
Such a low mcap worth a punt.