Route 2 FI

Trading on news & the latest narratives

[Route 2 FI @Route2FI]

I guess the coins I like the most going into the new cycle are these:

1. $HYPE (perps, L1)
2. $TAO (AI, L1)
3. $NEAR (AI, L1, privacy)
4. $LIT (perps, the best bet on perps after HYPE)
5. $PUMP (memecoins, speculation)
6. $ZEC (L1, privacy)
7. $MON (new L1)
8. $MEGA (new L2)

New coins good, old coins bad. HYPE, LIT, PUMP, MON, MEGA has never been in a bull. Well, you could argue HYPE launched at the tail of the bull, but not a full cycle. TAO and NEAR are clear tokens in the AI narrative. ZEC is the "VC-privacy coin".

But tokens are not stocks, they have no value. Yes, and no. I think this is one of the hardest "dilemmas" of the new cycle. Betting on tokens in 2023 felt like a no-brainer. We all had hopes that our coins would make a comeback at some point. Now, in 2026, with an infinite number of tokens, it's harder than ever to pick something. There is a huge difference between a good product and a good token, and since most tokens are governance tokens, do we really need them? Maybe not, but it remains the main vehicle for speculation.

What about BTC, SOL, ETH? BTC should always be a part of a core portfolio, maybe SOL and ETH also, but I think the ones above will outperform compared to them.

Anyway, my gut feeling says that there will be something else that takes the spotlight, and that "the new thing" will outperform all of the 8 I listed. These are my thoughts today. Next week or next month I could already have changed my mind, so NFA and do your own research.

[Route 2 FI @Route2FI]

Some of us aren’t wired to do nothing. We need to build, create, or solve something to feel good.

That’s why billionaires like Elon Musk and Bill Gates keep working. And why nobody ever really quits CT even though they’ve reached their «retirement number» a long time ago.

You think you want to retire. What you actually want is the freedom to work on things you care about.

[Route 2 FI @Route2FI]

@satoshi_tear Ouff

[Route 2 FI @Route2FI]

What’s the most important thing you’ve learned since crypto was at ATH almost 1 year ago?

[Route 2 FI @Route2FI]

@boldleonidas haha, yeah. just before 10/10 last year

[Route 2 FI @Route2FI]

@samuraix hehe, okay. what's the diet?

[Route 2 FI @Route2FI]

My friends give me advice on what to do with my life all the time, and I know they mean well. But most of them are imagining what they’d do if they no longer had to work. They’d travel, relax, move somewhere warm, and enjoy themselves. But once you’ve had that freedom for a while, you stop wanting another vacation or more time to “take it easy.” Only bros in here can relate.

[Route 2 FI @Route2FI]

@jords Yep, check out Hans Rosling's book Factfulness on this topic. Basically, everything is better today.

[Route 2 FI @Route2FI]

@web3_alina 😌😌😉

[Route 2 FI @Route2FI]

If you work in crypto full-time (either at a firm or your own), but never post on CT, you're leaving a lot on the table.

Let people see what you're thinking, what you're researching, and what you're trying to figure out. Over time, those conversations can turn into friendships, opportunities, and a network you couldn't build by lurking.

You don't need to be an expert to start. Being curious and willing to share is enough IMO. Personally, I’d never have come this far if I hadn’t shared so many threads back in 2021/2022. Those threads opened doors that are still leading to new opportunities today.

[Route 2 FI @Route2FI]

@AnhDaDen811 How so?

[Route 2 FI @Route2FI]

- Cross-venue basis yields with no pool risk
- Self-custodial
- OG team, managed billions
- Tokenized equities narrative
- Listed everywhere, incl. Binance, Coinbase, Upbit ++
- 94% circ
- Token value accrual
- 6 major partnership discussions on the move

I am long $REZ.

[Route 2 FI @Route2FI]

@Octop3s real

[Route 2 FI @Route2FI]

@a2zcrypto123 take a guess heheh

[Route 2 FI @Route2FI]

@Stoiiic @52kskew been a while since he was online on TG

[Route 2 FI @Route2FI]

@swarmister hahah, which one bro 🥹

[Route 2 FI @Route2FI]

Most crypto people have one good cycle and spend the rest of their lives reminiscing about it.

[Route 2 FI @Route2FI]

@rektdiomedes well said, boss

[Route 2 FI @Route2FI]

@art_xbt good to see you back on the timeline ser

[Route 2 FI @Route2FI]

For crypto, I think the way forward is spot, no/very low leverage, and being much more selective about what you hold. Only assets you have enough conviction in to sit through a bad market.

[plur daddy @plur_daddy]

Pretty wild how every few days there is some new crisis. We are entering into the most uncertain period in the history of mankind. AI is breaking everything. My concern is that once people connect the dots and realize that the next few years will be filled with uncertainty, their response will be to reduce exposure to risky assets. Not just fast moving traders like us, but larger pools of money and boomers that move slowly.

Day to day it's been choppy and confusing. More broadly, my highest conviction view is that the equity market will have difficult conditions through the end of the year. The market was already fragile and we keep getting incrementally negative elements on top. I don't necessarily think we nuke but it will not be easy mode.

I continue to think that crypto has relative advantages in a tape where AI and gold face meaningful headwinds, but in a broader risk off, crypto will not be immune. I gave it a shot but don't want to be a hero here. There is a good case to simply not trade or take time off.