.

negrito fr - a speculator in system

[. @oodegen]

i think one of the biggest mistakes in crypto is confusing a market pattern with a law

i joined crypto in 2022

at the time, the 4-year cycle was still treated almost like a religion

halving → btc pump → eth → alts → mania → crash → repeat

then 2023-2024 happened

i watched countless alts bleed against btc while everyone kept waiting for ()the real altseason(.)

i made the same mistake

i held airdrops because ()the token will pump later(.)

i overallocated to eth because ()alts always catch up(.)

i bought tokens simply because the cycle was supposed to rotate into them eventually

eventually i stopped fighting the data(.)

by the end of 2024, my conclusion was simple:

btc is the benchmark

since early 2025, my portfolio became extremely boring

btc + hype

airdrops? sell

new token? trade it if i have a thesis, but don't marry it

everything else stayed in stables unless i had a very strong reason to hold it

and honestly, this mindset worked

but there is a dangerous second step

when a strategy works for long enough, you stop remembering WHY you adopted it

you only remember the rule

-alts underperform btc

-airdrops are exit liquidity

-btc is the only thing worth holding

-the 4-year cycle is over

some of these conclusions may still be correct

but they are hypotheses, not laws

i already started questioning the 4-year cycle back in march 2026

not because cycles magically disappeared, but because the market itself had changed too much for the old template to remain unquestioned

ETFs

institutional flows

DATs

different liquidity conditions

different token launches

different market structures

different sources of demand

different ways for capital to enter crypto

and now i'm seeing another interesting development

BTC can be strong while certain alts are showing an entirely different level of relative strength

not ()everything is going up(.)

that's exactly what makes it interesting

it's selective

a few projects are absorbing sell pressure, building real products, riding strong narratives, attracting serious capital and developing token structures that are very different from the 2021 shitcoin factory

that's enough for me to reconsider my positioning

not to abandon BTC

quite the opposite

BTC remains my core exposure

but i'm no longer convinced that the correct answer is automatically (everything else goes to zero.)

i've started building small exposure to a few names i'm watching closely:

$ARB / $NEAR / $ETH / $NIL / $UNI / $HYPE / $ZRO / $SOL / $PUMP / $ZEC / $PENGU / $TAO / $XPL

plus some cryptopunk exposure

these are not convictions carved in stone

they are hypotheses

each one needs its own entry, invalidation and timeframe

and this is probably the most important lesson i've learned since joining crypto in 2022:

you don't need to predict the future

you need to notice when your model stops explaining the present

the market doesn't owe us consistency

a strategy that was correct 18 months ago can become the exact thing preventing you from seeing the next opportunity

so i'm keeping the BTC core

but i'm reopening the rest of the map

because the moment you turn a conclusion into an ideology, you stop learning

the 4-year cycle might be dead

or it might simply be evolving into something we don't have a name for yet

either way, i'll rather update my thesis than defend an outdated one

[. @oodegen]

i think i’ve never been this bullish in my life.

this 4-year cycle is gone, but what do i know...

[. @oodegen]

@stogolp this dev is stupide bro

[. @oodegen]

@Naeven_ Bottom

[. @oodegen]

@radechiray39925 Yes

[. @oodegen]

Vertical accumulation leads vertical god candles in the end

[. @oodegen]

we're going to be rich in a single trade

nillions will $NIL

[Mark Mac @thatmarkmac]

Want something to happen onchain while you're asleep? Today you’ve got two options and both suck

One, show everyone your plan. Your limit orders on the book, your stop loss one API call away, your DeFi Saver trigger sitting in public calldata. Anyone trading against you can read the lot

Two, hand someone your keys. A Telegram bot that can sign for your whole bag so your stop fires at 3am. Or a keeper, a backend, some middleman you've never met

Covenants is option three. You encrypt the instruction onchain, guardians you pick watch for the condition, and it fires on its own. Nothing on the book, nothing in the calldata, and no company holds a key to open it early

Mainnet is Tuesday

[. @oodegen]

@thatmarkmac this is the part people still underestimate: covenants don’t just automate an action, they keep the action private until the condition actually matters.

[. @oodegen]

i’ve completely changed my perception of @LucaNetz and @ pudgypenguins

this guy has balls of steel to launch the great purge, and I respect him for it

i think this could be a great long-term move

crypto surprises me every single day, let this sink into you (abstract)

pure speculation

[. @oodegen]

@LucaNetz @andyyy pengu is good, now abstract is down? bro

[Ansem 🐂🀄️ @blknoiz06]

nillion

[. @oodegen]

@paperstrategy_ hi

[. @oodegen]

@thatmarkmac this...

[. @oodegen]

@frankdegods Yup

[. @oodegen]

@based16z Boner

[. @oodegen]

@TitanExchange_ 🤜🤛

[Titan @TitanExchange_]

The waitlist gives you early access to mainnet in the coming weeks.

Privacy isn’t an option anymore, but the entire foundation of Titan.

[. @oodegen]

our ships may be different, but we’re sailing in the same direction

helping builders become giants tomorrow 😉

@TitanExchange_ is still on testnet, so no real money is involved

want to try it?

run here: https://t.co/QlWcYeymIt

there’s a points leaderboard

privacy-first, built on @ CantonNetwork, with a strong institutional ecosystem including BNP, DTCC, Goldman Sachs, Franklin Templeton, HSBC and JPMorgan

if Titan can capture even a fraction of that activity, the upside could be very interesting.

TGE hunt: Q4 or Q1

we’re in grind mode

[. @oodegen]

a lot of people missed the early train on $VAR

tge is announced for Q4, and points are still live until then, but at this stage i’m already looking at what’s coming next

i keep watching new perps protocols entering the market, and Titan caught my attention

privacy-first, built on @CantonNetwork, with a strong institutional ecosystem including BNP, DTCC, Goldman Sachs, Franklin Templeton, HSBC and JPMorgan

if Titan can capture even a fraction of that activity, the upside could be very interesting

i love everything privacy

link in the comments

[. @oodegen]

@paperplanesxyz is fun 😂

[. @oodegen]

@nillion finally

[. @oodegen]

Internet Ecrypted Markets

[Nillion @nillion]

06.10.26

[. @oodegen]

@andyyy lockin

[. @oodegen]

things have changed a lot in six months lmfao

the next six months are going to be legendary

[. @oodegen]

top performers (top100)

if you caught none of these, you're not locked in enough

if you caught all of these, you need to quit trading and seek help