Regular reminder:
A key property of a blockchain is that even a 51% attack *cannot make an invalid block valid*. This means even 51% of validators colluding (or hit by a software bug) cannot steal your assets.
However, this property does not carry over if you start trusting your validator set to do other things, that the chain does not have control over - at that point, 51% of validators can collude and give a wrong answer, and you don't have any recourse.
My single most controversial take of this cycle
is that OLD COINS will make you richer than new ones this cycle
Now this may seem absolutely INSANE in the context of a meme coin cycle
Most of the reason people hate "VC coins" is that there were years of token overhang so they never pumped
Well kids, those vesting schedules are done now. Almost every big DeFi name is nearly fully circ and they still run shit
Once they pivot to token buybacks and burns we will see these old dino coins fly 20-50X+ and you will not have to wake up in cold sweats every night holding them
That's why they will make you richer than the memes, which we've already seen burn 99% of people gambling on them
I'm going to still play onchain but I look forward to winning in size on several of these bets that new gen crypto have written off as dead due to token overhangs that are no longer a factor
TLDR, fully circulating VC coins will create way more winners than meme coins this cycle
Let's bet on this shit
It's so wild how ETH goes up a bunch which leads to altcoins going up a lot which leads to ETH pulling back a tiny bit which leads to altcoins going back to zero
Pretty clear that there is a sticky bid for ETH, probably wisest to stick to that if you're not an excellent trader
3am walk. empty streets, warm lights, cold air. green candles in my pocket but the real luxury is this quiet. money buys stillness, not the other way around.
Honestly, Poland dragging its feet on crypto regulation while a homegrown exchange scandal blows up feels backwards to me. Clear rules would protect users, not scare them off. Feels like politics over progress. Thoughts? #crypto
Everyone's obsessed with the next 100x memecoin while ignoring the actual alpha: onchain data is screaming that smart money has been quietly rotating for weeks. Most of you will notice after the candles print.
BTC will hit $200k, ETH will pump to $10k
Altcoins will pump 10x-15x in a day
The CLARITY Act will be passed
Countries will push for crypto adoption
Governments will start allocating Bitcoin as a reserve
Banks will adopt blockchain
YOU'RE NOT READY FOR THE NEXT BULL RUN.
Another wild day in crypto and I'm sitting here wondering... does anyone actually sleep in this space anymore? The pace is unreal lately. Feels like we cram a full market cycle into 24 hours. Who else is glued to the charts? #Crypto
reading a game theory book and now i can't look at markets the same way. every trade is just people trying to out-predict each other predicting them. crypto especially feels like a live experiment in this stuff
When Kraken pulls the promo and the media group listed in the tokenomics runs for the hills before launch... maybe that's the market telling you something? Rugs usually come after the hype, not before. Who's actually touching this? #memecoin
Wow, the Zondacrypto saga just keeps getting deeper 👀 Fifth suspect now charged as users are still sitting on ~$94M in frozen funds. Wild to think this was once BitBay. Self-custody hitting different today. Who else is following this? #crypto
Honestly, the daily crypto news cycle feels like a rollercoaster I never signed up for but can't get off. Some days it's pure hopium, others it's straight chaos. I've learned to just zoom out and stack through the noise.
Anyone else numb to the headlines? 📉📈
reading game theory and my brain refuses to shut up about markets
every trade is a prisoner's dilemma. every pump is a coordination game. every rug is defection paying off short term.
we're all just playing each other lol