Thomas Craven

crypto

[Miles Deutscher @milesdeutscher]

The market is looking dicey right now.

And if you're feeling disillusioned, I don't blame you.

But amidst the noise, there was some must-read alpha posted on 𝕏 this week.

So to help guide you, I compiled the top 10 alpha tweets I bookmarked this week.👇

[Zeneca🔮 @Zeneca]

I round tripped 8 figures last cycle. A few things I learned:

- It’s almost always better to sell too early and miss out on gains, then to hold too long and round trip the bag. This is because eventually, almost everything trends to zero, so even your “early sell” is likely going to make you look like a genius in a few months/years

- If you ever take a PnL screenshot of how much you’re up, sell. You don’t have to sell your entire position, but it’s usually an excellent time to at least trim 20-50% of it.

- Most people on this app have absolutely no idea what they’re talking about. Often the loudest and most confident voices know the least, while the quiet and self questioning ones are full of wisdom.

- You can’t borrow conviction. If you buy something because someone else did or told you it was “a hidden gem”, you’re almost guaranteed to fumble the bag. They’ll dump on your head while you’re still anxiously waiting for their next tweet or YouTube video to tell you what to do.

- Stop trying to impress people. This is just good general life advice, but it applies triply so to this space. Wanting to impress your friends and family is one thing, wanted to impress random anons on the internet? Insanity.

- There’s Bitcoin, and then there’s everything else. It took me too long to truly realize this. Yes alts can and will occasionally outperform - sometimes for long stretches of time - but basically everything bleeds to Bitcoin over the long run.

- Most people try to outperform Bitcoin by trading these alts; probably leas than 5% of people can actually accomplish this. It’s like trying to outperform the S&P 500. Most people are better off just buying the index.

- This place has a way of warping your perspective to a level that is literally bordering on mental illness. Many of us refused to sell jpegs of a list of words for $50,000 last cycle because we thought “it’s undervalued”. Many otherwise smart people. You are not immune. Herd mentality is real, it takes *a lot* to swim against the current around here. You should try.

- Extending from that point, try and zoom out and also spend time with non-crypto people. 1 SOL or 0.08 ETH can seem like not significant amounts of money (unit bias is real), but add up how much that is per day or year and think what you could do with that money IRL. Also, most people are thrilled to earn a 10% return on their investments in a YEAR, and rightfully so. That’s a great return, crypto just warps everything.

- Compound interest is mind boggling powerful. You don’t need to find a 100x, you’re usually way better off stringing together a bunch of 2x plays or even compounding at 10-50% a year (do the math, do you have any idea how insane compound interest is at high %s over a bunch of years?)

- Put another way: “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.”

If you found this insightful, all I ask is that you drop a bookmark, share with a friend, and/or subscribe to my newsletter where I share a lot more 🙏

Cheers

[Ole Lehmann @itsolelehmann]

Bitcoin isn't afraid of Google's Willow chip.

In fact, Satoshi predicted the quantum computing threat 14 years ago.

While critics scream 'crypto apocalypse'...
Bitcoin developers are already quietly building quantum resistance.

Here's what everyone's missing 🧵:

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

Binance secretly buy memes with this wallet...

using it they made $PNUT(415x), $ACT(180x)

Now they accumulate alts before next listing...

here's list of 1000x lowcaps Binance will pump this week 🧵👇

[Leshka.eth ⛩ @leshka_eth]

How I sniped $PNUT at 630k mc

🧵🔽

[Shaun @shaunfal]

Holder count growing as the price dips. You know what happened the last time right? $WMM

[RobotEars @RobotEars5]

Update: The $WMM kingdom is FLOURISHING

[Digital Animal 🛡️🟠 @digitalanimal]

📈 Nov, 10 / $WMM day 20 / meme generation stats

- 1,196 memes / day: Holding strong above 1k
- +160% since Nov, 3
- 1,430 memes / day necessary for hitting 10,000 memes / week
- 7,336 holders: up +2,100 in 7 days

Next goal: Meme production +300%

LET'S OUTMEME CRYPTO X.

[Kokonut (Ø,G) @gofcrypto]

@MedievalMemesAI @CoinMarketCap

[Weird Medieval Memes @MedievalMemesAI]

Hark! $WMM hath claimed its place upon the hallowed scrolls of @CoinMarketCap

https://t.co/SzAll4hZOm

[gr3g @gr3gor14n]

i kinda went a bit ham on the @blknoiz06 $WMM creations last night. if you want to hound him in his comments please until he buys in thank you

enjoy the fruits of thy labour

[Weird Medieval Memes @MedievalMemesAI]

Touching grass after a 72 hour shift in the trenches $WMM

[Leonidas 🧡 $DOG @LeonidasNFT]

We've got @elliotrades coming on The Ordinal Show in 2 hours to discuss Bitcoin, Runes, Ordinals and more!

https://t.co/hokM4X27fd

[Ran Neuner @cryptomanran]

My updated Memecoin bags;

$BRETT
$WIF
$DEGEN PEPE
$ROOST
$SGOAT
$BASENJI
$REDO
$WHOREN
$TOOKER
$JENSEN
$THAVAGE
$PENG
$BLACKROCK
$BLUE GATES

I may have left some out….

[Kazi @TheCryptoKazi]

DePIN projects I suggest you research on this dip 👇💎

🔴 $OPSEC - Privacy Focussed Chain for Cloud and Mining Purposes.

🔵 $BLENDR - Allows users to rent and use idle GPU power. Plug-and-Play Nodes are currently being built.

⚪️ $SCALE - DePIN aggregator that gives the best prices for running nodes or GPUs.

⚫️ $TPU - First GPU marketplace with Tensor Processing Units as well as buying and selling AI models and creating AI models too.

🟢 $COSMIC - Decentralised VPN with software and hardware nodes. Utility release incoming soon too.

🟠 $ATOR - The king of privacy. A full suite of decentralised services powered by a privacy focussed network.

Some very solid DePIN picks 🤝

[Kyle Chassé 🐸 @Kylechasse]

$AXS did $0.10 to $160 last cycle and that was something very few people expected.

What altcoins could do that move this cycle? 👀👇

[Miles Deutscher @milesdeutscher]

RWA is one of the biggest opportunities this cycle.

BlackRock just launched a tokenised fund.

Tokenised assets are set to hit $10T by 2030.

If you're still sleeping on this sector, now is the time to wake up.

🧵: My ULTIMATE guide to Real World Assets (+ top altcoin picks).👇

[Rasgard @rasgard]

Full list of RWA projects with 20-100x potential for 2024-2026:

MC > 500M: $ONDO, $PENDLE, $OM
MC 200 - 500M: $CFG, $CTC, $DUSK, $TOKEN
MC 100 - 200M: $TRU, $HIFI, $CANTO, $CPOOL, $OPUL, $LTO
MC 50 - 100M: $TRADE, $BOSON, $PROPC
MC 10 - 50M: $CREDI, $RWA
MC < 10M: $5IRE, $MBD, $RIO

Bookmark this thread for future reference

RWA narrative potential 🧵👇

[Klarck @0xklarck]

🚨 Coinbase invested over $7B in #RWA!

They made over 500x last cycle with $MATIC and $APT

I spent a week to find their wallets and alts they are buying now

Here's the list of 10 RWA coins accumulated by Coinbase 🧵👇