TokenTurtle

Sharing learnings and ideas as I navigate the investing universe. Tweets not financial advice.

[TokenTurtle @TheTokenTurtle]

@OptimusDelta @BULLOFBRITAIN $LPTH?

[Arthur @arthur0x]

Once market realize NEAR Intents are not just better crypto routing but the transaction layer for agentic business, it will get repriced higher dramatically

[TokenTurtle @TheTokenTurtle]

@blknoiz06 $rekt

[Nick @_rektnick]

I have an idea.👇🏼👇🏼👇🏼

Everyone, just repost this. No tags, just repost. Imagine 1 million reposts.

I'll be happy with 2 reposts, but let's try for 1 million.

$REKT szn loading, the jobs not finished!

Any news?

@RektCoin @rektdrinks

[Mesky | Delpho @mesky_]

https://t.co/HWPAAqBjIs

[TokenTurtle @TheTokenTurtle]

@everymovieplug The Wire, Sopranos

[kel. @kelxyz_]

https://t.co/UTtftKGUE7

[Rekt Drinks @rektdrinks]

Rekt Energy is now available on @Amazon US with Prime shipping.

Links below 👇

[José Maria Macedo @ZeMariaMacedo]

https://t.co/xz8jJM5n8H

[Rekt Drinks @rektdrinks]

Rekt is coming to @Waitrose!

This April, Rekt will expand its retail presence to one of the UK's largest supermarkets with @OpenSea's Ship Rekt & @MoonPay's Moon Crush available in store and online.

Welcome to the Rekt family, Waitrose.

[OSF @osf_rekt]

as you probably know, i was definitely in the "4 year cycle is broken" camp. i think with BTC now at 69k, 45% off the highs (and a huge underperformance vs stocks) it's quite clear i was wrong because i think that's a big enough drop for me to classify it as a cycle.

that being said, i would much rather be a buyer than a seller here, and in the context of where i think crypto can go the upside far exceeds the downside.

i'm just simply never going to be one of those people who sht themselves at the lows, because time and time again, 99% of the money i've made in my life has come from accumulating risk in big dips, and often the best trades have been the ones where i feel like i'm the only person buying and it feels absolutely horrific.

i think it's important to recognise and understand your trading and investing style, and a large portion of CT seems to have an obsession with catching breakouts. imo, this is a relatively low probability way of making good money, and i've seen very few people do it successfully consistently. even "good traders" who make money every year...the guys that killed in the 2021 or 2024 bull runs will have made many multiples more than these guys, even if they didn't have a good 2025 or 2026.

a lot of people seem to be concerned that "crypto is dead". if you've been around long enough you will have seen this story multiple times before, and it's never the case. i think there is a great misunderstanding that "crypto MUST have a use case in order to go higher" - that's not really true...my belief is price often moves first and narratives come after to match the price. the tech always seems more revolutionary at higher prices, just like how art also looks better at higher prices.

one thing for sure, i won't be fading the 4y cycle thesis again, it's clear to me that BTC is closely held by a large group of whales and if that's the narrative/playbook they wanna keep running, then that's what they gonna do and you can't fight it. what it does mean is that we will have another great big uprising and contrary to what you may think, the seeds to your wealth are actually sewn in the bear market.

think about it this way, let's say you left in 2022 after the FTX collapse...you probably didn't return to crypto until mid 2024 to start trading again, and i bet you very few people made good money from that period until now. the people who actually made the most money, were the ones who stuck around during 2023, caught trades like $PEPE, $BONK, $MOG, $WIF, $SOL...if you were around during that period it would have been very hard for you to have not caught at least one of these...and that set you up to trade from a position of strength for the remainder of the cycle.

the problem is, when you leave and when you sell, you will certainly miss the best opportunities...you're always sitting there thinking "i wish i was early"...well being early doesn't come from fkn off and thinking it's all over...sure...there's a lot of luck involved, but you have to put yourself in a position of receiving that luck which means locking in when everyone has given up, and taking risks when others are gun shy.

the best and easiest strategy is to simply DCA and accumulate spot. too many people are obsessed at catching the bottom, and are mentally weak at being able to withstand negative unrealised pnl. however, the highest probability way to make a lot of money over a longer period of time is to accumulate lower and lower and build up a nice position, so you are ready for when thinks start moving higher again, it requires a lot of patience, and it requires a lot of conviction, because everyone around you will tell you "it's too early, lower first, i'm shorting here" etc etc...but none of these points are generally relevant to your goal.

this strategy does not work if you are taking leverage, and it does not work if you are investing money you need in the short term, because it requires you to be patient and hold for long periods of time. however, i think the vast majority of people on CT would make way more money (potentially life changing for many of you) if they employed a strategy like this, rather than chasing aggressive quick wins (ie gambling).

i am very grateful for crypto because i have made enough money to change my life substantially, but the significant majority of my gains have come from accumulating risk during 2022-23 and monetising during 2024.

this next cycle will be different for me, because as you may be aware, i don't really trade much anymore and my full focus is on $REKT...but i think the same concepts apply.

over the next few weeks and months you will see many project founders leave (already started) and communities slowly die. many coins will literally never come back and will be totally gone, and then the same project founders who left will return when the good times are back and start on their next grift.

as you should have gathered, that certainly will not be me and it certainly will not be $REKT. 2026 will mark the 5th year of our community, which really truly formed and strengthened during the 2022 bear market. it is literally our bread and butter, engrained into our personalities and that is exactly why the entire project is called Rekt!

but more importantly, i think the same concepts i mentioned about trading wholly apply to being a project founder. i believe this creates a far greater opportunity for us than if we were still in a raging bull where you have to really compete hard for attention. these are the moments when everyone gives up, and you make a name for yourself as one of the few things "still going"...and actually, if you deliver positive news and create meaningful developments, people are infinitely more impressed.

creating something successful and truly inter-cycle requires trust. it requires people to believe "this thing WILL go up again when the market resumes", and this trust only establishes itself once a coin has proven its ability to bounce back and regain momentum. part of that comes from historical patterns, for coins where there are no "founders" (like BTC obviously), but for coins with founders, people want comfort that they are not going to leave and be working as hard as they can to not just keep things going, but actually excel the position.

in then last 14 years of trading markets, these are the times i've really set myself up to make the most money, and meaningfully furthering my life goals through each cycle. that's not because i am a good trader, but it's because i know i have an edge in these environments when everyone else has given up hope and i see big opportunities, with little competition in hunting for those opportunities. it is with this mindset i intend on furthering $REKT + @rektdrinks this year and i inherently believe we have a massive opportunity to stand out as something interesting in what is a terrible market.

we made massive strides last year, we've already delivered a lot in january, and i believe we have significant and sufficient momentum to make a pretty big mark this year. if the market stays this way, i believe we have a very unique opportunity to stand out, outperform and end the year making people think "fk, this was the trade all along".

markets will be markets, but i think the worst is over...the question i ask myself is not "can we go another 30-50% lower", it's the fact that i know we can go another 200-1000% higher, it's just gonna take hard work and patience.

the way i see it, is i have made money in a very specific, high probability way for many years, and if it ain't broke don't fix it. now it's time to do it with $REKT.

[Tris @ProsperiT369]

https://t.co/0YNov2nqTn

[Jeff Park @dgt10011]

https://t.co/9aCcpwV6YO

[TokenTurtle @TheTokenTurtle]

@Bluntz_Capital Good $TECK

[Contra @supercontraa]

THIS IS A PUBLIC SERVICE ANNOUNCEMENT

$Umbra is still at 14 Mn Mcap

For more details read

https://t.co/WW67xcMH52

[OSF @osf_rekt]

in under 5 days, we have already surpassed a 31-day sales target set by @GiantEagle...

[BP @everyonebpup]

13,000 retailer distribution upside is already in play

I've been tracking $REKT since early 2025. Watched every move, every partnership, every can sold.

But OSF just revealed something that changes my entire thesis.

Distributor watching Giant Eagle's 200 stores? They control 13,000 retailers. And here's what nobody understands: they're not waiting for quarterly reports. They're watching daily velocity data. Right now, as you read this.

200 stores, let's say 50 cans per store per week (conservative for energy drinks). That's 10,000 cans weekly -> 520,000 annually from Giant Eagle alone.

But that's not the real math.

If velocity holds for 3 weeks - just 21 days distributor runs their model: 13,000 stores x 50 cans x 52 weeks = 33,800,000 cans annually

At $3 per can, that's $101M revenue. From one distributor, from sparkling water alone.

Energy drinks sell 3x more volume. Do that math yourself.

Why OSF is happy about price?

Found this buried in interview. He's not worried about token price during infrastructure building. He's excited about it.

Because he knows something i just figured out.

Every retail partnership signed at $0.00...3269 instead of $0.03269 means upside for new partners is 10x higher. Giant Eagle's buyers? They're probably holding tokens personally. Distributor executives prob same.

They become economically aligned at lowest possible entry. Their personal wealth tied to $REKT success.

Bear market created perfect partner alignment.

WorldStar revenue stream calculated

WorldStar Cherry Cola sold out (again). But that's not story.

45M IG followers seeing $REKT. Every culture moment, $REKT becomes synonymous with digital culture.

But here's alpha: WorldStar's audience doesn't overlap with ct, or gaming, or health conscious millennials.

$REKT just opened a fourth demographic vertical. Four different customer bases, but same token.

Risk on tsunami setup

OSF talks about cycles but i see something specific

Liquidity is returning, Fed's cutting, China's stimulating, election year ending. The macro is aligning.

When risk on returns, it finds $REKT with:
- Proven retail distribution
- Multiple revenue streams
- Real velocity data
- Token mechanics proven at scale

$130M mc for what's essentially a CPG company with perfect token mechanics entering the highest growth beverage categories.

I've seen this setup before, never this clean.

What distributor sees

Distributors don't care about web3. They care about turns per foot of shelf space.

$REKT velocity in Giant Eagle? If it matches the 7Eleven pilot (sold out in 3 days), that's 120 turns annually. Industry average is 12.

That's 10x velocity of established brands.

Distributor doesn't need to understand tokens. They understand that velocity differential and velocity determines everything in retail.

FaZe energy bomb hiding in plain sight

"Highest selling energy product in 7Eleven in 2023"

That line matters more than people realize.

7Eleven is one of largest convenience retail networks in U.S. with tens of billions in annual retail sales across thousands of locations. Energy drinks are one of its highest velocity categories.

Being a top selling energy product in that environment doesn't require owning entire category. Even a small share at 7Eleven scale translates into meaningful revenue and real distribution proof

Now FaZe isn't licensing to $REKT, they're partnering.

That means shared incentives, shared upside and exposure to token mechanics rather than a flat royalty deal.

Its a proven retail brand plugging into a tokenized distribution model.

Why im not selling a single token

Infra is complete:
- Manufacturing: check
- Distribution: 13,000 stores watching
- Products: multiple SKUs ready
- Tech: receipt QR live
- Partnerships: tier 1 secured
- Team: still just 3 people

All built during maximum pain. All ready for maximum gain.

Celsius comparison changes how i think about this

Celsius is one of clearest examples of how big beverage outcomes can get.

A consumer energy drink brand scaled into a publicly traded company with a market capitalization in billions, driven by retail distribution, velocity and brand execution. No token mechanics, no crypto native leverage.

Now look at $REKT

$REKT never paused
never diluted
never cut corners

It built through worst part of cycle while most projects disappeared.

If $REKT were to capture even a small fraction of scale that Celsius reached, implied upside becomes obvious.

You don't need $REKT to become "next Celsius"
You only need it to matter.

And today, market is pricing it like that outcome is impossible...

-----------------------
Early sell through is decision point.

OSF was clear: initial velocity determines whether a limited retail rollout expands into a full distributor footprint. If numbers work, scale follows, if scale moves, category pays attention.

We're not waiting for catalysts anymore. We're watching them form.

Market is still pricing $REKT like a memecoin. Business underneath is being built like a serious consumer brand. That disconnect doesn't last forever.

OSF is building a beverage company while most people are staring at the 5-min chart.

Your loss

[DAN KOE @thedankoe]

https://t.co/AiGjkp3513