Thomas Mulder

[Thomas Mulder @_Thomasss_mm]

@Trader_XO I heard you talking about mentorships in your latest live. Where can I apply?

[Thomas Mulder @_Thomasss_mm]

@xbtcas Fully capitulated at the bottom, classic

[Thomas Mulder @_Thomasss_mm]

@earlyonsolana What is happening with this project, why are there no more posts. And why are there no KOL's promoting it? Surely there will be some funds for that.

[Thomas Mulder @_Thomasss_mm]

@earlyonsolana its time to flip the switch and turn on the marketing machine.

[Thomas Mulder @_Thomasss_mm]

@HaytonsGB My guy has never heard of marketcap got damm

[Thomas Mulder @_Thomasss_mm]

@astronomer_zero @CredibleCrypto It would be a damm shame. People are short minded and already forgot what happened after the BTC ETF's were released.

[Thomas Mulder @_Thomasss_mm]

@BCBacker when are the daily Markets in the morning streams comming back. Markets picking becoming interesting again and I miss the routine of listening and looking at the charts myself.

[Thomas Mulder @_Thomasss_mm]

@TXMCtrades will there be another livestream soon? Interested in hearing your opinion on the latest data.

[WOLF @WOLF_Financial]

The same people who wanted $AAPL at $190 are the same ones who won’t buy at $160.

The same people who wanted $TSLA at $350 are the same ones who won’t buy at $225.

The same people who wanted $NVDA at $425 are the same ones who won’t buy at $350.

Funny how that works.

[botblastcap @botblastcap]

my no bs most important takeaways from @MessariCrypto 's 2024 crypto theses:

OVERVIEW

■ wall st. capitulation imminent

■ bad actors (e.g. SBF, 3AC, Do Kwon, Celsius, etc) mostly flushed out of the market

■ building in crypto akin to building a parallel financial operating system just in case traditional finance (banking & credit) fucks up

■ perma-bullish on crypto for freedom (speech & money)

■ governments are overly indebted and wasteful. they will continue printing money to devalue debt.

■ DeFi has on-going regulatory headwinds that will impede growth in the short term

■ blockchains are accounting innovations at their core. all assets will eventually become crypto assets that trade on public blockchains rather than legacy closed clearing and settlement systems.

■ over the last 2 years, VCs have been decimated by the Fed's "risk-off" monetary policy (IR up). crypto infrastructure has been hit even harder by fraudsters and widespread regulatory crackdowns.

■ despite the brutal crypto winter, dev activity held up well this year.

■ crypto wallet installations hit ATH in Q3 2023

■ @twobitidiot bullish on DeFi but not overweight as he believes the other Des (DePin, DeSo, DeSci) will outperform

BTC & ETH

◻︎ if monetary crises get bad enough, sky's the limit for btc. 1 BTC = 1 BTC

◻︎ long term investment case for ETH looks more like Visa/JP Morgan instead of big tech/store of value. ETH is straddled. BTC outperforms ETH as digital gold. Alt L1s likely to soak up liquidity due to likelihood of investment outperformance.

◻︎ any ETH bridged to rollups is likely not going back onto main chain

◻︎ betting on ETH is kinda like "mid-curving" it rn

◻︎ BTC + ETH + stables > 75% of the 1.6T crypto mc. that won't always be the case. the other 25% of the crypto pie will 100x over the next decade

AI & DePin

➤ hot take: AI devs will realize crypto is the Yin to their Yang

➤ in an age of digital abundance due to gen AI and breakneck information flow, tech that provides reliable global, mathematically guaranteed provenance (authenticity) and digital scarcity will be critical i.e. crypto

➤ @CryptoHayes mentioned that AI's 2 most critical inputs are data and compute

➤ cloud infra services are at a 5T mc and DePin sits at a mere 0.1% of that. it doesn't take much to move the needle, especially with AI-driven demand for GPUs and compute

DeSo & DeSci

➤ incumbent social media players made a whopping 230B in revenue last year. similar opportunity for DeSo to eat up market share.

➤ DeSci just makes sense. trust in our scientific establishment may be at all-time-lows. current system is riddled with bureaucratic inefficiencies, poor data methodology and poor incentive schemes. crypto, on the other hand, has already demonstrated proven ability to fund science experiments at a massive scale through token sales and DAOs. similar opportunity for DeSo to eat up market share.

[Otavio (Tavi) Costa @TaviCosta]

This is probably one of the most important charts I’ve seen in the last weeks.

Commodities are the most underweight relative to bonds since March 2009.

It underscores the historical extremity in the valuation disparity between hard vs. financial assets.

The shift back to resource industries may catch many investors off guard as valuations in crowded sectors compress.

It's worth noting that three out of the last four commodity cycles in the past 130 years coincided with inflationary periods.

Against the backdrop of deglobalization, extensive fiscal spending, and labor cost pressures, a broad increase in commodity prices would only add fuel to the inflation fire.

H/t to @RonStoeferle for pointing out this chart

[Thomas Mulder @_Thomasss_mm]

@MessariCrypto where can i take advantage of the 50% discount

[Thomas Mulder @_Thomasss_mm]

@WhalePumpReborn What is the indicator used in the pictures shared in the telegram group?

[Andreas Steno Larsen @AndreasSteno]

Here is the list of the 5 things we monitor closely in Macro right now

ECB, Fed and BoJ
USDJPY
Natural Gas
European credit
Liquidity

Full analysis ->

https://t.co/51XzbQN1rz

[Thomas Mulder @_Thomasss_mm]

@BCBacker You mentioned that we could expect one more final flush before we start moving upwards in a video a couple of weeks ago, do you think this was the that final dip, or something else going on?

[David Gokhshtein @davidgokhshtein]

https://t.co/69dtqaYoCT

[Pepe @pepecoineth]

seize the memes of production $PEPE