bafontis

Pokemon TCG. Sports & Entertainment Trading Cards. Global Toy Brands. IRL. Animation and Game IP. Creator @octocorporation

[bafontis @bafontis]

@Ageinvestigates The Fairfax family would never have allowed their newspapers to persecute service men representing Australia. The geniuses at the Age and the SMH now have a man in jail on their hands ... and for what? You people are weak as piss

[bafontis @bafontis]

@DavidShoebridge You weak piece of Shit. How can you as Australian Senator possibly ask anybody in the Australian military to represent their country when this is the rubbish you post

[bafontis @bafontis]

@SHL_eth @Beezie @phygitals I used to make them

[bafontis @bafontis]

2026 looking good

[Julien Bittel, CFA @BittelJulien]

A lot of people have been asking for an update on this chart, so I’ll just leave this here for anyone who needs to see it.

This shows the average BTC trajectory following an oversold RSI reading, with RSI falling below 30 at t=0.

So far, it’s been pretty bang on.

Unless you believe the 4-year cycle is still in play, which we don’t, this chart should hold up contextually over time.

No, it won’t be perfect, but assuming the bull market isn’t already over, it’s a useful chart to keep in mind.

As we’ve outlined many times, based on our work on the business cycle, the current path of financial conditions, and our expectations for overall liquidity, the balance of probabilities is that this cycle extends well into 2026.

In that world, the 4-year cycle is dead.

Remember, the 4-year cycle was never about the halving, despite widespread belief that it is, but instead has always been driven by the public debt refinancing cycle, as outlined in our work at GMI, which post-COVID was pushed out by one year.

In our view, the 4-year cycle is now officially broken because the weighted average maturity of the debt term structure has increased.

And the bigger picture is that there is still a vast amount of interest expense that needs to be monetized, which has far exceeded GDP growth.

Another thing to keep in mind is that bases can take time to form and usually come with plenty of chop before the bigger up-move kicks in.

Finally, let me repeat what I said when I first posted this chart last month.

If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you. Move along...

[bafontis @bafontis]

@KieranWarwick A funnel to pull mainstream eyeballs in also a key piece of the puzzle. I DM'd you in Sep, if you have time please take a look ... lmk

[Octo Corp @OctoCorporation]

Something sinister is coming to BLAST...

Embrace your madness with OctoCorp and become a Villain 🐙

[bafontis @bafontis]

@little_HED For real or AI? Congrats...

[bafontis @bafontis]

@piovincenzo_ I watched BAYC mint out really slow, could have grabbed a whole bag. There was no way of knowing at the time that that particular project was going to moon

[bafontis @bafontis]

@chooserich Those JORTS are amazing

[bafontis @bafontis]

Agencies be frothing on this

[threadguy @notthreadguy]

hear me out: a memecoin launch pad to launch memecoin launchpads

[bafontis @bafontis]

@Zeneca Beautiful day in Sydney...

[bafontis @bafontis]

@SHL_eth You've gotta figure that's their play...

[bafontis @bafontis]

@Zeneca Building..👊

[bafontis @bafontis]

@cjoye US$75k

[bafontis @bafontis]

Support the builders.... not the Ponzi cooks

[Sean Gearin @Gfunkera86]

This is the absolute worst timeline.

Go out and support a company or artist that is working hard to build this space.

Why the f do some of you want to keep enriching scammers? There are plenty of exciting and speculative things to do in crypto besides this criminal circus...

[bafontis @bafontis]

Fraid so...
SM narrative is not a product on its own

[Beanie @beaniemaxi]

There’s a reason that crypto doesnt attract top devs. Brilliant people are typically drawn to building things that solve real problems. They’re heads down with long term outlook and conviction. Crypto just a constant narrative chase. When you understand that you’ll be better off.

[bafontis @bafontis]

If there's no utility, its going to zero

[Ash Crypto @AshCrypto]

HIT LIKE IF YOU THINK BINANCE,
COINBASE AND OTHER BIG CEXS
SHOULD STOP LISTING DOGSHIT
PERP COINS AND START LISTING
GOOD UTILITY PROJECTS.

[bafontis @bafontis]

@PhilOnChain Cant have a growth cycle without consumer utility.
Cant build utility when everyone is a dime store speculator.

[bafontis @bafontis]

@waleswoosh Depends on the Token Model... dissing founders is cheap. Could say the same thing about KOLs and their projects

[bafontis @bafontis]

@macsween_prue @PeterDutton_MP Or @SkyNewsAust could just encourage the cancellation of negative gearing and all baby boomers such as @PeterDutton_MP limited to a max holding of 2 residential properties