Yoh

Mostly on chain

[Yoh @Yoh879]

@CL207 can you please tell a rough % of how much of your money was made shorting vs longing?

[Yoh @Yoh879]

@d_gilz nah, look at btc, is cooked

[Yoh @Yoh879]

All these guys down pretty bad

[Octoshi.eth @0ctoshi]

I was checking the on-chain movements of some famous people on crypto-twitter during yesterday's big dump, to see how these people behaved 🔎

Here are the 15 most interesting ones 👇

[David 🏹 @d_gilz]

- Mid cap memes
- Coins that launched in the past couple months that never had good conditions
- DeFi blue chips benefiting from regulatory clarity

Those are the three alt categories I’ve allocated to and believe will outperform

[Yoh @Yoh879]

So @Parcl actually cares about the token. Bought a bag:

- RWA / innovative for the sector
- real estate gonna be a hot topic
- good volume / mindshare relative to the mc cap
- has downside protection because private rounds were probably for 100-200M FDV

[Parcl @Parcl]

3️⃣ PRCL Boosts 👀

Early next week, there will be daily snapshots of all self-custody $PRCL held in trading wallets.

These snapshots will result in a boost for Points based on a % of TVL a user actively hods on Parcl, with a minimum threshold.

More details to follow ⌛

[Ansem @blknoiz06]

#FF bc i havent done one of these in like a year

follow these ppl if you want to make it next bull run

@0xLawliette
@d_gilz
@owen1v9
@Teeznutz11
@wronguser000
@glug
@YohanGGlobal
@knowerofmarkets
@BasedShillBH
@based16z
@lBattleRhino
@Evan_ss6
@DefiSquared
@_zkmike

[Yoh @Yoh879]

WIF looks cooked

[Yoh @Yoh879]

Memes:

- $BODEN (thesis here: https://t.co/q8jmUWygnU)
- $PUFF - sophisticated ponzi with unknows
- $WIFF - all gigabrains into it

There are other plays but these are again the best R/R

[Yoh @Yoh879]

Sold my sloths but they should settle at around 1/2 of bad kids

[Yoh @Yoh879]

Bought some sloths at around 700$ Celestia guys invested in some modularity projects and I am sure they will airdrop to nft holders https://t.co/ygpYMlGU07

[Yoh @Yoh879]

Added BRC20, ordinals stuff for BTC halving/L2s launching soon on BTC. I bought $ORDS and $MAP, but I am not that much into this sector. Probably better returns if you buy ordinals directly but I can't bother

[Yoh @Yoh879]

Pepe and WIF trade like ARB and OP. Long the one with lowest funding rate

[Yoh @Yoh879]

Bought some sloths at around 700$ Celestia guys invested in some modularity projects and I am sure they will airdrop to nft holders https://t.co/ygpYMlGU07

[Nick White @nickwh8te]

New PFP ... feeling lazy 😴

[Yoh @Yoh879]

If you want a Near beta $SHITZU is probably the best bet for all the reason @AvbNear + the most important thing, the ticker is funny and meme has a good origin story (AURORA rotators remember).

And please add some liquidity

[AVB @AvbNear]

1/ Reasons why I am incredibly bullish on $shitzu - the OG grassroots community on NEAR 🧵👇

First, they DAO treasury is CHUNKY as and well diversified + multiple revenue streams @ShitzuCommunity

DAO address - shitzu.sputnik-dao.near

[Yoh @Yoh879]

@NEARProtocol bonus points for having solide tech and building after their unlocks were over in the bear market

[Yoh @Yoh879]

Near is actually consistent #2 chain for nr of total tranactions (not sure what is their max TPS). Maybe NEAR is the alt L1 this cycle and not SUI. I hedghed by buying some shitters from there

[Yoh @Yoh879]

L1s -Don't write off L1s, historically they always pump. I think there will be a rotation when people realize SOL doesn't have much upside, similar to last cycle with $AVAX and $NEAR. The only coin that I like is

- $SUI - new, UX is good, not much unlocks, low float, innovative

[Yoh @Yoh879]

Probably SOL tops soon and we see this rotation. Solana is great but it's pretty hard for something with no revenue and unlocks to break above 100 billis mc cap. You need some serious money to move price at those valuation and serious money is not so much into speculative plays

[Yoh @Yoh879]

L1s -Don't write off L1s, historically they always pump. I think there will be a rotation when people realize SOL doesn't have much upside, similar to last cycle with $AVAX and $NEAR. The only coin that I like is

- $SUI - new, UX is good, not much unlocks, low float, innovative

[Yoh @Yoh879]

TA isn't enough to pick a coin. You need TA+narrative. Remember INJ, TIA and LINK? Those were the best performers / TA looked amazing but lost the narrative

[David 🏹 @d_gilz]

Remember when everyone was shilling the Fantom rotation a couple weeks ago?

[Yoh @Yoh879]

@Pool2Paulie yeah, all the ondo guys are moving to ena probably.

[Yoh @Yoh879]

Jeeted all my $W. This is the highest mc cap of an airdrop token so not much upside probably

[Yoh @Yoh879]

That's it, 8 tokens with great R/R. There are other plays that are decent but it's important to concentrated. Note that these tokens are a bit unconventional, not the usual CT shills, except WIF

[Yoh @Yoh879]

L1s -Don't write off L1s, historically they always pump. I think there will be a rotation when people realize SOL doesn't have much upside, similar to last cycle with $AVAX and $NEAR. The only coin that I like is

- $SUI - new, UX is good, not much unlocks, low float, innovative