I’ve never been in the business of calling tops. The only rule in Crypto that has carried through 3 cycles is that it always goes up more than you expect. However, it also ALWAYS goes down way more than you’d expect.
Money is made by selling into strength and rebuying the leverage flush. In order to do this you have to stomach some period of relative underperformance, for massive out performance.
$PONGO looked dead under $100K MC
Then it did a 30X in two days
With attention starting to turn towards BNB chain, look for $VENUSCOIN to exceed that
$MARSCOIN & $VENUSCOIN will send
many ignored, mocked and called me a paid shill when i screamed nonstop for months that you needed to pay attention to Robinhood
now they're sidelined and coping while we're witnessing one of the biggest PvE events we've seen onchain in years — happening almost entirely on Robinhood Chain
so here's another piece of alpha:
BNB Chain is the next thing you need to be paying attention to
i've been in crypto for multiple cycles now and have called a lot of the biggest memecoin narratives and meta trends of the past 5+ years — many of them publicly
and one of the biggest lessons i've learned?
NEVER fade @cz_binance and @heyibinance
CZ is already a force of nature
but CZ + Yi He?
that's a completely different level of firepower
when those two align behind an ecosystem, the combination of capital, distribution, attention and execution is an absolute monster
you do NOT want to be standing in front of it
last cycle, i went on record saying Solana would dominate onchain activity
the ETH crowd attacked me relentlessly
then it played out almost exactly as i said
this cycle, i'm going on record again:
i believe onchain activity will be dominated by a BNB Chain + Robinhood Chain combination
and i fully expect the Solana crowd to come for me even harder this time
they already attacked me relentlessly for calling Robinhood Chain months before the current explosion
now we're watching that thesis play out in real time
so screenshot this
save it
come back to it later
BNB Chain is next.
and if i'm right about this, we're still incredibly early.
How can you be philosophically against Hyperliquid when it allows anyone on Earth with sufficient alpha to completely change their financial circumstances?
This is why Crypto was created.
Hopefully you’re starting to see why so many people lose money.
Trade the market for what it’s doing, not for what you want to happen.
The trend has shifted. That isn’t an opinion, it’s TA.
Fuck seasonality patterns. Markets evolve. The problem is, people are too naive & stubborn.
Sooner or later time will prove who is right. My thoughts remain the exactly the same, the bitcoin:native bottom is in.
while most of you are obsessed with the current trade
i'm already thinking about the FUTURE trade
anticipating it
mapping out how the narrative could develop
and positioning myself for where attention is likely to go next
you need to think 5 steps ahead
not just focus on what's directly in front of you
skate to where the puck is going to be, not where it has been
something important to keep in mind as the rest of this cycle plays out
you log on to this app and it seems like everyone and their mom is making money trading
it’s an abundant time, but there are many that haven’t found their rhythm yet
be patient, wait for your spots, and don’t chase
infinite opportunities, just don’t sacrifice your mindset
2 Stockmon, 2% of $MON, and a million $ dream
$StonkBroker, move to the side.
It’s $MON time
0x7c646a41572b441527169c576ef0c0a40c667777
https://t.co/gi6phSTw25
Rasmr explains why passing on a coin is a win, not a miss
"Not taking trades is a W, that's what you have to understand. In a world where everything chops to zero and you can get rinsed for half your port on any coin, not taking trades is a W. Passing on a coin is a W. You have to think with that mindset, that chilling and not trading is the win, because it means you're being more patient. The next one hits even harder, you'll have more knowledge and more ability to slam the big runner with size. The difference between a good trade and a bad one is just not buying here."
Trading is weird.
You can be lost for years.
Then one day
- the levels make sense
- the patience feels natural
And one good month makes back years of losses.
Stay in it long enough to see that day.
NFT Floor has already moved to $700 since the post, with 2 buys away from a $1,000 floor being formed. This is starting to look crazy
I would recommend being positioned in $MONS
0x7c646a41572b441527169c576ef0c0a40c667777
The bull market may be starting, but portfolio construction still matters
Ansem continues to advocate for a 70/30 portfolio structure.
“The 70/30, I’m going to keep saying it every episode so people aren’t gambling their entire portfolios on one thing.”
“You’re 70% in safer places.”
“It’s a great time to be in those spots as the bull market is just starting to begin.”
The core 70% goes into higher conviction assets such as Bitcoin, ETH, SOL, Zcash and HYPE, while the remaining allocation can target higher risk opportunities.
He puts Pump in the medium risk bucket because of its lower valuation relative to major assets and its real revenue generation.
The idea is to keep a strong core position while leaving room to take more aggressive bets.
Protect the core. Take risk with the rest.