maren altman

just a journal. assume all info is parody. never made a single dollar.

[maren altman @UncleShill]

maybe I'm redacted, but think we could get an AI bubble in crypto off the back of GPT hype https://t.co/Xp36pQpNBE

[fejau @fejau_inc]

It was a fun memory cycle I hope u took some profits

[maren altman @UncleShill]

@blknoiz06 @IamNomad he tweets from @conzimp

[maren altman @UncleShill]

explosive move feels right

[maren altman @UncleShill]

@Crypto_Chase sitting right at/above weekly ema13. on a log chart this looks like a totally normal wash

[Zoran Kole @captain_kole]

Nice rally off the lows so far.

Going to take the contrarian view that more chopsolidation is in store for the rest of the summer.

60-61k needs to hold for continuation higher.

Expecting price to compress over the next couple months with a potential series of sweeps of the lows.

Cycle lows late Q3/early Q4.

[maren altman @UncleShill]

@pierre_crypt0 @22loops i mean... it's FIFA

[goodalexander @goodalexander]

Imagine if Trump took his $1.5B of altcoin proceeds and dumped them into BTC right before a Bitcoin Reserve buy then topped it off by signing the Clarity Act with a giant black sharpie

Then Warsh shows up and cuts rates to zero bc of robotic labor force disruption

[maren altman @UncleShill]

i do think the inverse of the former narrative appears

every time Saylor announces a sell, market rips

[maren altman @UncleShill]

if nothing else, play the narrative

[Watcher.Guru @WatcherGuru]

JUST IN: Ethereum prepares for complete overhaul and biggest upgrade since 'The Merge,' Vitalik Buterin says.

[maren altman @UncleShill]

I like ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 here tbh. just recaptured weekly trend.

[maren altman @UncleShill]

this will take a few weeks for the narrative to catch up to reality though

[Finch 🐦 @Finch_in_flight]

Most of my timeline was saying Light was wrong when he said Saylor had sold BTC.

Now they're saying it's bullish that Saylor sold BTC.

This was the second part of Light's post:

"The game theory is vicious: Strategy selling but not selling enough to be safe means the whole market keeps hunting Saylor; there's blood in the water. Saylor refuses to take his medicine, instead crawling towards the inevitable. The market knows it, and will keep pushing him. The whole MSTR STRC BTC reflexive loop can now implode. MSTR holders, STRC holders, or BTC holders will get fucked, but we don't know which, or all."

[maren altman @UncleShill]

if we close above 4H EMA 200 that flush was probably enough

[maren altman @UncleShill]

sweep high 62ks liq
retest in the 60s
big summer relief 'bull market is back'
bottom after

[maren altman @UncleShill]

unless my gut a couple weeks ago was right and we bottom this summer

Saylor threat relief could lead to an absolute RIPPER

[The Wolf Of All Streets @scottmelker]

"My prediction is the next move from the Fed will be a 50 basis point cut and the start of many cuts. We're at the end game, and cryptos are telling us that"

Mike McGlone on why he thinks the Fed is about to start cutting fast

"The simplest way for this all to work, I'll make a prediction. The next move from the Fed will be a 50 basis point cut and the start of many cuts. If he were to hike, it'd be complete oxymoronic. He was appointed by Mr Trump supposed to cut rates and boost the economy"

"If he actually hikes, imagine what that would do for the stability and the checks and balances of the US government system. It'd be wonderful to see it, but I think it's unlikely"

"If the stock market just drops 10% or 20% and stays down a little bit, they're gonna cut so fast, and that's gonna be the next big trade. It doesn't mean it's gonna go back up, that's the problem. We're at the end game, and cryptos are telling us that"

[David 🏹 @d_gilz]

The US decided after covid that the only thing matters for an economy is asset value go up

China chose the opposite to stop inflation

Now more than half the world’s equity value belongs to the US, and we have endless capital resources to pour into the 2nd Industrial Revolution

[based16z @based16z]

If bullish majors I think ETH actually sneaky favorite
- counterpoints to a lot of btc bear catalysts (post quantum focus, tom lee is unlevered)
- renewed focus and competition from leadership (eth labs, eth institutional, new eth fnd roadmap etc)
- decent insto adoption moment w/ robinhood using ETH l2 (tempo and ousd is counterpoint ofc)

Hype and I guess lit probly outperform in bullish cases but vol adjusted is interesting

[Horse @TheFlowHorse]

Friday's blood in semis and memory related names had some doing 3x the average 30d volume.

ETFs with a ton of turnover as well: $SOXL $SOXS $SMH $DRAM

Normally you might pair this information with some of the "the trade is over" sentiment with a thesis to buy Monday.

Now why wait though? You can just long perps. $MU is up almost 10%

[XY @xydotdot]

Thoughts...

I truly think that if you are trading with a sub-500K port, once BTC/the majors/your watchlist are already down 50% from cycle highs, you should mute or unfollow every account that has turned structurally bearish, including me.

At that port size, consuming bearishness from bigger-port accounts, even if you respect them, is immensely -EV.

You are not playing the same game.

Their objective is often capital preservation while yours is still capital formation.

Bigger ports have the luxury of being bears because they can miss the optimal bottom by a lot and still make a shit ton of money.

Small ports do not have that luxury.

So if you let bears get in your head, they will most certainly deprive you of important bear market experience, and worst of all, good bear market buys and new metas.

Our loss-averse brain makes the bear bug very easy to catch, so you are better off staying away from the epidemic altogether.

[maren altman @UncleShill]

airdrops, yes

huge meme moments with controlled supply?

trumpliquid

[Market Bubble @MarketBubble]

Ansem explains how one big PvE event can change the whole market

"When you have a PvE event onchain that a lot of people make money on, it always flows down to everything else"

"Look at what the Uniswap/Jito/Jupiter airdrops did. Onchain activity spiked a ton after that"

"Right now there's not a lot of attention in crypto. BUT if some positive energy comes out and people see the fundamentally good things going on, coins start going up, people make money onchain then that's an influx of new capital and attention"

"That's what i'm betting on happening. That's what i was betting on in 2023 and I think it's going to happen again"

[maren altman @UncleShill]

@CredibleCrypto would love to hear the thesis on why ETH will be needed enough to hit those targets

[maren altman @UncleShill]

@TheFlowHorse well, when your president is telling everyone his family trades almost exclusively on insider information... 😅

waiting for the pendulum to swing back toward integrity, but seems like we have a while