Last year I dumped all #Crypto at the top
1. Thought we may never go back up again
2. Bearish most of the way down
3. But now? I'm back in buy mode
ββββββ
Today I have a thread > full< of alpha for you
ββββββ
"How I Dumped The Top & Why I've Started Buying"π
Much of the #Crypto market runs on Greater Fool Theory πΆβπ«οΈ
Given there are not many 'fools' left to saturate the game (+14 other reasons)
I don't think we have much gas left till everyone is caught off-side. Therefore....
π₯ I'm cashing out this years gains. π₯
Cheers lads βοΈ
After a full month of on-chain shenanigans, these are my conclusions (opinions):
1. On-chain trenchers are not traders, this is like a slots enthusiast comparing themselves to poker players
2. Barring illegal activites, on-chain trading is harder but zero-to-hero is significantly more likely
3. Trading on CEXs is easier (risk of ruin is much more obvious) but generally takes longer
4. These platforms are not mutually exclusive and should be viewed as different opportunities for people with the capital to allocate towards them
5. More than half the top 100 leaderboards for fomo are scammers. P&D groups on telegram, bundling, copy trader killers and genuinely, I would just say they're dumb (which is a super power when it comes to memes)
Just woke up to the $WALLET drama
There was a liq slide because of the below automated message which seemed to cause a few large holders to nuke their bags
Which is hilarious, because:
1. Its exactly what a stealth launch means - they can't take ownership until they do (if ever)
2. It's an >> automated << message that is now gone
3. Onchain evidence hasn't changed which is the core thesis
It also seems that those same wallets that have dumped have mostly bought back - and many of the core largest holder wallets are completely unchanged
A lot of real A Class weirdos & accounts come out of the woodworks & get emotional during moments like this. As if they've only been here for 3 months. And this isnt typical Crypto.
Listen: this is our game: if you buy something, know why you have it or don't buy it at all.
If the thesis hasn't changed but you only find the ability to buy high, you dont really know what you're doing
God bless
People are always going to be bullish at tops and bearish at bottoms
Timeless wisdom you cant escape
Burn it into your mind
Then know you are also one of them too
Only way to free yourself from the game
If you want to make more money
You have to be good at identifying who is good at spotting haymakers
Much of my career has been knowing who to trust
Take that for what it is
95% of the "projects" you see are anon projects designed to induce fomo then extract from you.
They are carefully designed retail extraction machines.
Why don't you see any of the larger accounts talking about $WALLET?
Because it was a 100% fair launch designed to be found by breadcrumbs, there were zero deals, no OTC rounds, no presales, no KOL deals.
Many large accounts strangely quiet on a project that just hit the Top 4 coins on Robinhood? That hit $70M MC?
Why aren't they talking about it?
Makes you wonder.
There are many good accounts out there. And tbh most people only talk their book. That's life.
But there are many more bad accounts out there fronting a myriad smaller extraction cabals.
No crying in the casino I know, but there are levels to this.
You don't have to play the extraction game.
You can wait for the genuine gems.
You just need the patience.
$WALLET
Want to know whoβs truly a goated investor on FOMO or a larp doing paid shills and selling on side wallets?
See if they invested in $WALLET already or not.
Quite literally the strongest coin on the chain right now besides $AI . Why do none of your favourite FOMO KOLβs have exposure?
Oh because thereβs no supply handouts on WALLET.. food for thought
$WALLET alpha just got ridiculous again.
We finally got the retest everyone was waiting for. Maybe we see another test, maybe not.
And while price was shaking people out, the holder data got even more interesting.
The Alchemy/SemiModular 7702 whale we were tracking:
20.1M β 20.8M $WALLET
One of the biggest programmable smart accounts increased its position into the weakness.
Now zoom out:
27.11M β Definitive trading vault
23.00M β Calibur 7702
20.81M β SemiModular 7702
13.50M β second Definitive vault
Thatβs 84.4M $WALLET
8.44% OF THE ENTIRE SUPPLY sitting in just four sophisticated programmable/vault structures.
And once you include the other identifiable 7702, modular, Coinbase Smart Wallet and trading-vault structures in the top 25:
161M+ $WALLET
~16% OF TOTAL SUPPLY.
Now add the supply structure:
π₯ 54.81M $WALLET burned forever β 5.48% of supply
π¦ 13.70M $WALLET sitting in treasury.noxa.eth β 1.37%
Thatβs another 68.5M $WALLET / 6.85% of total supply sitting outside ordinary holder circulation β with the burn permanently gone and the treasury separately held.
So while price was getting nuked and everyone was staring at candlesβ¦
the sophisticated wallets didnβt disappear.
One of the biggest literally got bigger.
Price flushed.
The low got retested.
Weak hands got their exit.
Now the range is being reclaimed.
People are still pricing $WALLET like a meme.
Iβm watching where the supply is actually sitting.
The deeper you trace it, the less random this starts to look.
Maybe the market is watching price while the real positioning is happening underneath it.
Plumbing first. Narrative later.
If this is all coincidence, someone explain the coincidence.
$WALLET
Im in $WALLET from very low prices
Even I'm looking to add & everyone else is the same
I dont think we're gonna get anything below 30M at this point
Lot of competitive buyers
$WALLET alpha just got ridiculous.
~4.3% of the ENTIRE supply is sitting inside two sophisticated EIP-7702 smart accounts:
β’ ~23M WALLET β Uniswap Calibur
β’ ~20M WALLET β Alchemy SMA7702 v1.1.0
And this isnβt passive coincidence.
ezhomi deliberately tested a fresh account, routed 24.4M $WALLET into it, rebalanced it, then parked ~23M inside Uniswapβs programmable smart-wallet architecture.
The other whale is basically ALL-IN $WALLET and upgraded into Alchemyβs newest 7702 implementation BEFORE it even becomes the default.
Meanwhile Robinhood Chain is openly building toward:
AI-native finance
Agentic Accounts
Programmable execution
Sponsored transactions
Permissioned wallets
Automated trading
Now two of the largest $WALLET positions are already sitting inside the exact infrastructure built for that future.
People are still pricing $WALLET like a meme.
Iβm starting to think weβre watching the utility layer get positioned BEFORE the market understands what itβs looking at.
If $WALLET is really βjust a meme,β why is 4.3% of the entire supply being deliberately parked inside next-gen programmable wallet infrastructure before the rollout is finished?
Someone explain that one.
Stealth means stealth.
$WALLET
$WALLET picking up a lot of steam
And many of our mainstream infliencers are yet to let out a single tweet
Its now a small cap with proper visibility on the RH
I think we can easily get this north of 100M
Brought $WALLET to you very early in this proccess
It's exploding, but it's still a low cap
- https://t.co/zm7rr6crUK guys entering
- Influencers quietly buying
Most RH coins have been gutted but this has organic PA thats remained steadily up
And market is beginning to wake up up to the facts
There is an undeniable chain from funder of the RobinHood chain
Straight into $WALLET