the biggest mistake many make is that they rush into trades only after they become obvious and consensus
that keeps you average
if you want to outperform, your job is to anticipate
find the trends, metas and narratives BEFORE the herd sees them
position early
then chill until the thesis plays out
you'll get some wrong
that's completely fine
but once or twice, you'll nail a kingmaker trade
and THAT trade can change everything
Why $ETH is my biggest play?
The internet didn’t win because it was the best place to store information.
It won because it became the base layer for applications.
Ethereum is taking a similar role for financial assets.
Tokenized funds.
Stablecoins.
Credit.
Collateral.
Settlement.
The bet isn’t simply on tokenization.
It’s on Ethereum becoming financial infrastructure.
I have been saying it for months...
And it is only more clear now.
The bear cycle we just has was a mid cycle correction.
When its lined up next to the previous mid cycle correction, 2019 - 2020, it has followed it as close as you could get.
Bottoming after 259 days, the same time it took in 2019.
From the 2020 bottom, Bitcoin went on to push very hard to massive new ATH's very fast.
I believe the same is coming for Bitcoin this time.
4 year cycle bears have already been proven wrong, and they are in for an even greater shock when we hit the highs so much faster than they expect.
Obviously cannot guarantee this happens, it's always a thesis until its played out.
But if you aren't prepared for this, you're naive.
It has a decent chance of playing out in a similar way.
The market is battling over which narrative will lead this upcoming bull market
I think these 3 will lead👇🏻
AI Agents:
$KNDX $SERV $GNUS $ORAI $PAAL
RWA:
$DUSK $KTA $PIN $CPOOL $TRADE
Privacy:
$ZEC $EPIC $ZANO $FIRO $XEQM