RAYMOND BOLIVIA 🇺🇸 🐂

$BTC $SOL

[Flood @ThinkingUSD]

Been 2 years since someone asked me who I was

[RAYMOND BOLIVIA 🇺🇸 🐂 @Raymibolivia]

@Jorgonly7 That $2.39B weekly inflow is wild. If the Fed actually holds rates steady, 100k is definitely back on the table 🚀

[Ansem 🐂🀄️ @blknoiz06]

what are you guys buying onchain

[Ansem 🐂🀄️ @blknoiz06]

historic Q4 ahead.

[Altcoin Daily @AltcoinDaily]

Bitcoin flag on top of Mount Everest. 🗻

[Ansem 🐂🀄️ @blknoiz06]

pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after

already 5x off bottom from summer & leading altcoin thus far this cycle

believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction

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other general market thoughts

zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year

btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks

hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step

this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge

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timing altcoins

zec uptrend started sept 2025

hype uptrend started jan 2026

pump uptrend started july 2026

ZEHYPERPUMP still strongest 3 imo

stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together

if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third

it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand

go look at old coinbase & robinhood charts, same trend diff timeframe

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anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam

there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike

the time to make your list of which coins to start buying is now, everything is floored

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TLDR:

Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe

highest conviction: PUMP

invalidation levels: 74k, 73, .0034, 750, 95

concerns: rates/war/dxy strength

[Ansem 🐂🀄️ @blknoiz06]

Q3 returns

[Ansem 🐂🀄️ @blknoiz06]

q4

[Ansem 🐂🀄️ @blknoiz06]

my girl used muse to book travel and it sent us on a wild goose chase now she's been cussing out her phone for 15 minutes straight

[Ansem 🐂🀄️ @blknoiz06]

alarms set

[Altcoin Daily @AltcoinDaily]

Crypto’s BIGGEST SUPER CYCLE Starts October!?

$ZEC $SUPER $NEAR $QNT

Altcoin Season is HERE:

[Ansem 🐂🀄️ @blknoiz06]

i’m pretty bullish on NFTs making a real comeback this cycle

art NFTs can have another run, but i’m more interested in how much experimentation happens around the format itself

agents, ownership, new launch mechanics and different ways to connect NFTs with onchain products all open up fresh design space

we’re still early in the broader onchain rotation, so i expect people to get a lot more creative with NFTs from here

[Altcoin Daily @AltcoinDaily]

altcoin season

[Ansem 🐂🀄️ @blknoiz06]

i’m looking at SOL through a much longer time horizon than current revenue

if crypto keeps moving capital and assets onchain, the L1s that become core infrastructure should be valued around the activity they could support over decades

Solana today only has a small number of applications generating serious revenue

the upside case comes from what happens if that becomes hundreds or thousands of successful businesses built onchain

for me, that future activity matters more than a snapshot of L1 economics today

[Ansem 🐂🀄️ @blknoiz06]

i’m treating this cycle on its own terms

previous major BTC bear markets took roughly a year to find their lows and drew down 75%+ from the top

this time, the deepest drawdown so far has been closer to 53%, followed by a much earlier recovery in price

the market structure has changed too, with new ways for institutions and retail to enter crypto and move onchain

memory mapping every move to 2018 or 2022 feels less useful when the setup itself has changed

[Ansem 🐂🀄️ @blknoiz06]

nobody is bullish enough

[Ansem 🐂🀄️ @blknoiz06]

i will continue to tell you that the hardest part from here throughout the rest of the bull market will be in strengthening your conviction & staying in the obviously good spots

even the most bullish voices from the lows in June are already shaky bc of how much profit they're sitting on

ability to shift mindset from short term to long term is how you capture the most PNL in markets that are heavily momentum driven

very little reason to believe that Bitcoin will not make a new price ATH following the shortest and weakest bear market in two decades of its history, especially given this run up is occurring at a moment in time where there is increasing worry about how untenable the US Debt situation is

[Ansem 🐂🀄️ @blknoiz06]

trading NFL & crypto this season with Banks on polymarket squads

go birds 🦅🦅🦅

https://t.co/5tWwfgnyF0

[Black Bull @ddivixx]

Gm future millionaires

[Ansem 🐂🀄️ @blknoiz06]

coins are up, institutions are bidding, & NFTs are back