Hello World

[Hello World @helloworldetc]

Didn't get the final thrust last week as anticipated. What's semi interesting though, is the heavy selling that occured close to the dates the reversal was expected (29-30th May). Not sure if credit can be claimed, but the way my crypto portfolio looks I'll take any small win I can...

Green dotted line shows projected path of Bitcoin in coming months. Bounce expected soon followed by another final leg down.

30 June - 1 July remains expected date for the bottom, but as always, dates are an approximation with turning points potentially occuring a few days either side.

[Hello World @helloworldetc]

Things are going to plan. The setup into next week looks ideal with yet another "imminent" Iran peace deal giving the perfect excuse to drive Bitcoin higher and build liquidity for the move down.

The system is still showing 29/30th May as the approximate peak, after which the larger move towards March/April lows begins.

[Hello World @helloworldetc]

Apart from Strategy and Bitmine, there is no other public crypto treasury which accumulates as aggressively and consistently as $TRON .

Price could be signalling a breakout of a recent downtrend. However, with an MNAV of around 3.5, it's not cheap, and the equity correlation with the underlying $TRX token is not smooth.

[Tron Inc. @TRON_INC]

Tron Inc. (NASDAQ: TRON) acquired 135,329 TRX tokens today at an average price of $0.3695, further increasing its TRX treasury holdings to more than 697.6 million TRX in total. The company aims to further grow its Tron DAT holdings to enhance long term shareholder value. For live update on the designated on-chain TRX treasury wallet for Tron Inc., please refer to: https://t.co/UYZgaRvn97.

[Hello World @helloworldetc]

I imagine @cz_binance is pissed about how his $BNB token is being treated and that's exactly why YZi Labs (his family office / former Binance Labs vehicle) is in full activist war mode against CEA's board and 10X Capital.

YZi Labs was a key backer of the original $500M PIPE that turned CEA Industries into the biggest public $BNB treasury holder.

They helped install the strategy, but once the stock cratered 95% and governance went to shit (high fees to 10X Capital, change of strategy, poor transparency, value destruction), CZ's side flipped to attack mode.

They've been filing consent solicitations, accusing the board of treating the company like a piggy bank, demanding board control, suing 10X Capital.

CZ won't like seeing the largest public $BNB bag trading at a massive discount because of drama and mismanagement. But there lies the opportunity.

With $BNC currently trading at $2.88 at ~0.4 MNAV, (YZi Labs paid $10.10 per share) this coud be a good opportunity if you believe the governance issues will be resolved.

[Hello World @helloworldetc]

Strong day today. Is sentiment starting to turn? $BNC

[Hello World @helloworldetc]

$BNC - CEA Industries

> Facing Nasdaq delisting risk
> Down 97% from all time highs
> Shareholder sentiment at extreme lows
> CEO and President stepping/stepped down
> New directors added in governance refresh
> YZi Labs (CZ linked) fighting for shareholders, pushing for accountability
> World's largest BNB treasury - 515,544 BNB ($335M)
> Trading at ~ 0.35 MNAV

Something something always the darkest before the dawn?

One to keep an eye on.

[Hello World @helloworldetc]

Only in crypto can you get away with posting charts with one horizontal line and a magnet icon. See you at $1.30.

[Hello World @helloworldetc]

Bought the $AKT dip at $0.785 cos I like to follow my own system and not listen to random's on Twitter who think they can predict BTC price action by the exact date lmao

[Hello World @helloworldetc]

There's a non-zero chance $SUI flips into a low-key compliant privacy narrative.

All it needs is for the price to pump, everyone shouts "it's pumping cos of the privacy features," and the narrative becomes self-fulfilling.

Such is the beautifully retarded nature of crypto sometimes.

[CoinMarketCap @CoinMarketCap]

LATEST: ⚡️ Sui says stablecoin transactions will soon be private by default, with Mysten Labs co-founder Adeniyi Abiodun arguing this solves a key institutional hurdle around exposing holdings publicly.

[Hello World @helloworldetc]

Remember last year the exposion of crypto treasuries/DAT's? Fast forward 12 months and it's funny how the vast majority ended up doing (hint: nothing)

Most made made a big splash purchase, rode the announcement pump, and then went quiet as prices fell.

Of the ones I'm tracking only a handful remained active either through regular accumulation, ongoing staking or contributing to the underlying altcoin ecosystem.

Excluding BTC treasuries, the most active are: $BMNR $TRON $PURR $HYPD $CYPH

And to a lesser degree (mostly staking): $SBET $SUIG $DFDV $UPXI $FWDI $TON.

Might be missing a few, but everything else seems pretty dead?

[Hello World @helloworldetc]

Things are going to plan. The setup into next week looks ideal with yet another "imminent" Iran peace deal giving the perfect excuse to drive Bitcoin higher and build liquidity for the move down.

The system is still showing 29/30th May as the approximate peak, after which the larger move towards March/April lows begins.

[Hello World @helloworldetc]

BTC was around $80,500 when this post was written, published 30 minutes before Friday's flush down.

BTC not expected to do anything until next week, setting up a bulltrap with a final push higher, but failing and starting the move down again on 29/30th May.

That may be the next opportunity to exit before it retests March/April lows.

[Hello World @helloworldetc]

People keep banging on about $ZEC and $HYPE like they're the only coins currently showing strength.

Meanwhile, $CFG Centrifuge says "hold my (tokenised) beer" while outperforming both since Feburary.

[Hello World @helloworldetc]

Bought the $AKT dip at $0.785 cos I like to follow my own system and not listen to random's on Twitter who think they can predict BTC price action by the exact date lmao

[Hello World @helloworldetc]

$BNC - CEA Industries

> Facing Nasdaq delisting risk
> Down 97% from all time highs
> Shareholder sentiment at extreme lows
> CEO and President stepping/stepped down
> New directors added in governance refresh
> YZi Labs (CZ linked) fighting for shareholders, pushing for accountability
> World's largest BNB treasury - 515,544 BNB ($335M)
> Trading at ~ 0.35 MNAV

Something something always the darkest before the dawn?

One to keep an eye on.

[Hello World @helloworldetc]

This is not the BTC dip. System says that comes end of next week.

You still got time to play with your little altcoins, anon.

Some obvious altcoin narratives that will extend well into 2026 and beyond: Tokenisation & AI compute = $CFG & $AKT.

Both coins showing decent relative strength.

Not too hard given most alts look like crap.

[Hello World @helloworldetc]

Not crypto related, but Reddit looks like a good long opportunity right now at $1.60.