The Financial Ape 🦍

Magic Internet Money, On-chain art Enthusiast, AI Prompt Explorer, Defi Farmer, Psychonaut, Witness of the brrr.. 💸

[The Financial Ape 🦍 @apenomic]

No more bear markets!

It continues to baffle me how every cycle, people present their plans on how they will exit the market at the 4 year top yet as we approach that time frame, the narrative switches to extended cycle, “this time is different”.

EVERY TIME

[Flood @ThinkingUSD]

No bottom until Saylor sells a few billion into a huge V bottom recovery

[The Financial Ape 🦍 @apenomic]

Just 659 days before we really get started again.

[The Financial Ape 🦍 @apenomic]

No more bear markets!

It continues to baffle me how every cycle, people present their plans on how they will exit the market at the 4 year top yet as we approach that time frame, the narrative switches to extended cycle, “this time is different”.

EVERY TIME

[unusual_whales @unusual_whales]

BREAKING: Jim Cramer says that SpaceX could soar to unsustainable levels after its debut

[banteg @banteg]

literally couldn't get a single prompt into fable 5 so far. the safety measures make this model utterly useless for security work. it doesn't matter if it's smart if 100% of your queries go straight into a trashbin.

[BitMEX Research @BitMEX_Jon]

@TheStalwart It's not him

Have you seen our new report?

https://t.co/D4T07Mtomn

[Adam Livingston @AdamBLiv]

The funniest part about Bitcoin is that it forces you to watch society from a slight distance, like a nature documentary.

Here we observe the suburban debt animal financing a 72-month pickup truck to commute to a job that AI will turn into a PDF by Christmas.

[Matt Schlicht @MattPRD]

While AI agents may start out feeling like a clone, over time one of them will be considered the funniest AI agent of all time.

[Benjamin Cowen @benjamincowen]

I swear it feels like we live in a simulation.

Same playbook as 2022.

Bitcoin sells off during the start of a new conflict, finds a low in February, then bounces into March.

[The Financial Ape 🦍 @apenomic]

It looks like it’s that time again.
#NewProfilePic

[Rekt Capital @rektcapital]

#BTC

Unfortunately for Bitcoin, everything is playing out perfectly

Bitcoin is on the cusp of confirming a breakdown from the Macro Triangle

In doing so, $BTC is dangerously close to transitioning into the Bearish Acceleration phase of the Bear Market

#Crypto #Bitcoin

[Laura Shin @laurashin]

"What worries me about the Venezuela situation is how stability will be maintained in the country."

@perkinscr97 on @bitsandbips

https://t.co/zBVNoYZAPc

[Brian Roemmele @BrianRoemmele]

“It’s going to get weirder and weirder...”—Terence McKenna, 1999

[smolting (wassie, verse) @inversebrah]

oh?

[Caitlin Long 🔑⚡️🟠 @CaitlinLong_]

"The funniest part of modern finance is watching trillion-dollar institutions panic because one open-source spreadsheet on the internet is replacing their entire career field." --@AdamBLiv

while "a bunch of autists stack Bitcoin" 🤣👊💯

yep

[Chris Burniske @cburniske]

Equal weighted Amazon, Apple, Microsoft & Nvidia has > 100X’d since January 2002.

A similar, public & liquid opp beckons for select major cryptoassets over the coming decades.

Trims during exuberance make sense, but hodling the majority will remain the key skill.

[Jaggedah @jaggedah]

If somebody is a good and successful trader, they should have no need to sell any paid trading group. They can just scale up their trading to make 100x more.

It's such an obvious giveaway that anyone selling alpha wants your money for their lifestyle. If their alpha is good they won't share it as it dilutes their profit.

[Arthur @arthur0x]

Love this piece and probably the most inspiring writing I have read lately on the bull case for crypto.

That said you also have the example of majority of the returns of exponentials not being captured by the public market.

China's GDP growth rate have consistently outperformed their domestic equity market over the past 20 years until it start rallying this year.

The crypto market structure right now is more akin to EM equity market with poor investor protection, corporate governance, lack of long-only patient permanent capital and I see these as foundational for investors to capture the growth that can be delivered by the exponentials.

Ignoring all these foundational issues are what caused so much wealth destruction in the past few years expecially in the altcoins segment.

[The Financial Ape 🦍 @apenomic]

Rotate out of weakness.
Accumulate strength.

Follow the cycle in front of you, not the one behind you.

Markets reward discipline, not attachment.

The dot-com crash led to the internet we know today. Crypto’s reset is clearing the field for the same kind of real progress.

[The Financial Ape 🦍 @apenomic]

I am increasingly starting to think that 2021 was crypto’s dot-com bubble moment.

The more I look at the patterns, the more it lines up almost perfectly.

- BTC’s noticeably weaker performance relative to past cycles

- Altcoins going through what feels like a slow drawn-out death

Let’s dig deeper.

[The Financial Ape 🦍 @apenomic]

Most altcoins are not “early Amazon”. They’re closer to “Pets dot com”, and they likely won’t recover.

Crypto isn’t dying.
It’s maturing.

The long-term winners are emerging while the junk fades into history.

Crypto is behaving exactly like a post-dot-com ecosystem should.