Arthur Hayes explains why he wants to buy meme coins precisely because the old guard calls them vulgar.
The most important thing in crypto is the price, the markets, and the volatility. When past cycle winners call new trends vulgar or trash, it is just them venting their own frustrations at not being the center of attention.
Every technology that defines a new age is viewed as vulgar by the prior age.
If people say a trend is immature, that is a great signal. Give me the immature thing, because that is going to be the best performing asset in this particular cycle.
Market Bubble Ep. 8 post-show highlights:
0:00 sneak peek into "letter to the trenches"
1:20 where Solana's at and where I think its heading
7:30 thoughts on https://t.co/1Sc1wp5IVE
14:00 do I still believe in the 4 year cycle?
16:20 wtf is worldxyz
19:30 long Bitcoin, short Microstrategy is free
23:30 why we need to hold the $60K level on Bitcoin
28:30 never sell your Bitcoin like this guy.
34:15 will stocks slow down in Q3?
40:00 hyperliquid
42:50 SOL vs. ETH
48:20 Bullpen 1K competition
52:05 design my next competition
53:10 my thoughts on Kintara
1:03:19 bottom is close...
1:04:00 @papertrade_xyz 1000x perps launching soon
prime example of the game being simple while being solved
you simple do nothing until a narrative becomes as obvious as ever shouting in your face
X monitors on and you just buy and sell, no need for skill for tools etc
trenches are just a game of patience and this is the very best example of it
When a soul is truly ready for freedom, life begins to quietly dismantle itself
When God sees how much the heart longs for truth, illusions begin to show themselves one by one so they can be destroyed
The timing and sequence of this is always perfect beyond all measure. Not all at once, because that might destroy you or obscure the lesson
Not too slowly, because then you’d continue to cling and repeat patterns
Instead, illusions are systematically brought to the surface and shattered, in such a way that they go in not just intellectually, but existentially in the deepest part of you
On the surface, this might seem like devastation, loss, betrayal, heartbreak. But this isn’t punishment, it’s unraveling, purification
Something is destroyed that can never be rebuilt and the heart opens even wider
You may not feel it straight away, but you will later
The one who truly loves freedom quickly recognizes that this is exactly what they asked for — the death of all illusion. The breaking of a vacuum seal so the nature of being can reveal itself
Even during the deepest pain and sorrow you can still be mesmerized by the startling and unfathomable sense of beauty to this unfolding
You can find out truly terrible things and find yourself whispering “perfect” to yourself within your heart
You can be awestruck by the exquisite mechanistic perfection and precision to the sequence
Right in the depth of heartbreak, tears can form in your eyes not from the pain, but because it is so impossibly beautiful that reality hit you exactly there, right in the place most in need of clarity
There’s often a sense of deja vu — because immediately you know why, you know what for, and you recognize that consciousness is orchestrating its own liberation outside of time
The yearning to awaken has surpassed all need even for safety, fairness, love, understanding, reward, and all the other final illusions of the wise yet naive heart
And accordingly, life responded with stunning precision
Every heartbreak, every collapse, every hurt, every devastation, every stuckness, every loyalty unreciprocated, every truth not acknowledged, every effort not rewarded, every subtle expectation that found itself defied by time
Was targeted mercy — fierce grace
Not to burden you, but to release you from the illusion of what you falsely assumed yourself to be
Not to end you, but to release you from bargaining
Not to punish you, but to expose the veil
Not to break you, but to reveal that nothing ever needed defending
You didn’t fail in any way
You just loved freedom so much that it couldn’t help but swallow you whole
You can placebo effect your life into a better place by being perpetually optimistic.
Assume things will always work out, speak in affirmations and think positives thoughts.
Your life will change.
Good things will happen, better people will come into your life, opportunities will become more abundant.
Your perspective is your reality.
The 25 year old who turned $0 into $300M+ says you need to start top blasting charts.
Brandon Hong thinks buying ATH breakouts is the highest probability trade you can take in any market.
"Any trending asset, doesn't matter what it is. It could be orange juice. It could be eggs. It could be Micron. It could be crypto."
"I think you just have to be a little psychotic. You have to be really dialed in, really objective, and you just have to have no emotions at all."
Most important rules about alts:
Many people on here have round-tripped/lost/massive drawdowns on their alt-bags during various cycles because they refuse to understand some basic things about alts:
1: every alt eventually gets replaced by a better one, or a newer even sh*ttier garbage coin trend replaces it. Their importance and bullish momentum fades with time and after their first cycle, and you can take advantage of that. First ethereum and its copycats like neo, stratis, iota etc, all with ridiculous promises, then solana, avax, luna. Meanwhile also the degenerate meme-coins, ai-coins, and all that garbage. Useful things get created too, like solana, but still huge drawdowns happen and eventually a faster new blockchain comes along. Now hype.
Maybe bnb is an exception...performed well various cycles...but how much upside is left on that?
2: you do not want to hold on to the old narrative, NEVER. sell it all and move to the new stuff. i did eth from 6$ to 1200$ (sold 50%). luna from 0.50$ to 69$ (sold 100%). solana from 30$ to 290$ (50%), other 50% (250), and now hype since 40$, was late with that, but still ok. Did many other garbage alts too, memes etc, never held them long, lost on many too (as shared here extensively: https://t.co/zKZmpp6smb). I hold zero layer ones or alts from other cycles, zero.
3: if you round-tripped multiple bags during various cycles, why would you not finally take profit when you have some now? Simply because you are either an addict, or your want to remain poor. I mean....what is the goal? To make money and actually have it, or keep round tripping alt-bags to satisfy your pride?
4: For example: many got into hype at the tge at 3$, or got it airdropped, they are sitting on x25 gains or a huge bag of free money, hoping for even more to soothe the pain from losing all or massive drawdown from previous cycles. I honestly do not understand at all why someone like that would not take out for example at least 25% here, or 50%, and finally have a win, a big win. Ok, it might go x10 more, but are you sure of that? And will you cash out then? What is the plan?
6: You really need to be able to have the power to step back from your own mind, observe yourself, and finally break that delusion that this time you will make it huge, sell the perfect top, without ever taking any profit on the way up. Because tragedy will happen again if you do that
6: Remember, alts are just toys one plays with and always remember to put them back in the box, if not, you will probably lose it all.....again
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if you missed the bullmarket in crypto, you could've caught the initial rally in AI stocks
if you missed AI, there was a bullrun on Gold
if you missed Gold, there was a catchup trade on Silver
if you missed Silver, Oil pulled a crazy move
if you missed Oil, there was always time to get in on semis
there is always another trade.
when you operate in a disciplined manner which reflects that understanding, you find yourself getting "lucky" more frequently.