Alpha Nomad

Silently reading the best of Crypto X

[Alpha Nomad @jo_de_al]

@connorcrd @grok @BitcoinPulseX DONE

[Alpha Nomad @jo_de_al]

@igus_ai Claude

[Alpha Nomad @jo_de_al]

@Szlasa @OpenAI Same here

[Alpha Nomad @jo_de_al]

@CoachDanGo Never went beyond 7gr as I felt a bit heavy the next morning despite good quality sleep (I combine it with L theanine). My sweet spot nowadays is 3gr-5gr before bed depending what I did during the day

[Alpha Nomad @jo_de_al]

@MrBeast 6660000

[Alpha Nomad @jo_de_al]

@moonpay 🥹

[Alpha Nomad @jo_de_al]

@HeyPinky_ 5kanxGysonYg9JRkwqPLGXVKAFDDq5wQZGjf2TMKrktS thanks brother

[Alpha Nomad @jo_de_al]

@HeyPinky_ 5kanxGysonYg9JRkwqPLGXVKAFDDq5wQZGjf2TMKrktS

[Marc Andreessen 🇺🇸 @pmarca]

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

[Crypto Fergani @cryptofergani]

Millennials living through 2 economic recessions, 9/11, a global pandemic, 8 stock market crashes, jobs replaced by AI, and possibly WW3 before hitting 43

[Autism Capital 🧩 @AutismCapital]

Crypto bros celebrating Christmas this year 💀

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Crypto was so much better when:

- it was illegal
- governments actively tried to kill it
- Bitcoin was declared dead every month
- normies laughed at anyone holding it
- no presidents pretending to care
- no trump like politicians farming votes
- no regulatory clarity to overthink
- no institutions front running retail
- no ETFs dampening volatility
- no macro calendars
- scams pumped, real tech pumped harder
- bad news = pump, worse news = giga pump
- nobody asked “is this priced in?”
- everyone was early, dumb, and loud

Now it’s all just,

mature market, responsible adoption, wait for confirmation and 2% moves feel like an achievement.

man it was way more fun when it didn’t care about anyone’s approval and absolutely wrecked expectations daily.

it was unhinged, lawless, and absolutely disrespectful to everyone involved but was fun..

[Alexander Choi @notalexchoi]

https://t.co/COMKApgKuM

[Cassandra Unchained @michaeljburry]

Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play.

[ionicXBT @theionicXBT]

I’m warning you now.

For most of 2026,

The economy will be in a recession.

The #crypto market will be in a bear phase.

If you don’t believe me,

You’re just behind.

I will tell you why:

1. Liquidity is drying up, no more free money to fuel markets.

2. Governments are drowning in debt stimulus can’t save them this time.

3. Companies are already struggling with higher costs and weaker demand.

Higher rates + weaker demand = lower profits. That’s a classic recession setup.

4. The Fed just cut rates which historically signals the end.

5. $BTC, gold, and equities have already had major multi-month rallies.

But here’s the real truth:

A parabolic phase always comes before the recession.

That’s why I see one move higher coming for alts

But please don’t get fooled by the final pump in alts.

This is how every cycle ends.

I’m here to capitalise on this final move,

Then sell everything before the recession hits.

I’ve done it before and will do it again.

If you want to do it with me,

Be here.

3rd November 9AM GMT

Set your alarms.

Like this tweet I will note your name down.

[Onchain Radar @how2onchain]

BREAKING: MASSIVE WITHDRAWALS FROM MEXC

Investors are actively pulling funds off @MEXC_Official - raising serious concerns

Social media is buzzing with rumors that the exchange may be insolvent or soon to collapse

[Jacob King @JacobKinge]

You can tell Bitcoin is destined to fail by how obsessed its community is with the price rather than any real utility.

It’s been over 16 years, and still, nobody uses it for anything meaningful. Bitcoin serves no practical purpose beyond speculative gambling.

Compare that to the stock market, while often overvalued (now) as well, stock prices at least reflect companies that produce goods, services, and real value. The same applies to gold, which is used in millions of technologies and holds proven store-of-value properties, as well as silver, oil, and other assets with tangible utility.

Bitcoin’s “value” rests on three pillars: Tether-driven price manipulation, retail speculation and FOMO, and the greater fool theory. None of these are sustainable, and all will erode over time.

One day, people will look back on Bitcoin as a fascinating case study in how emotion (greed and fear) can completely override logic. It’s honestly spectacular to witness.

[Killa @KillaXBT]

$BTC

Did you know that historically BTC tops 270-300 days after the US Inauguration?

Currently, we are on day 270. If we follow a similar pattern as to what history shows, it means that we have maximum 30-45 days left/If not already topped.

[Y22 @real_y22]

if if you have been wounded by the black friday liquidation event let me propose a solution how to overcome the mental strain.

for people who lost a majority of your NW due to this black swan it is extremely painful to see coins bouncing today. and it will be even worse if this gets fully reversed. the mental strain of this is soul crushing. people will feel that all their hard work to build their portfolios over months and years was for nothing. they feel powerless and robbed of opportunity.

here is what you need to do:
you need to make the mental switch from "it was all for nothing" to "this is an opportunity for me to level up". do extra work now, do something you would not have done if this would not have happened. force yourself to do the extra hour, force yourself to learn the new stuff you were always interested in, force yourself to improve your skillset in the area of the market your are operating in. this can be smth like dive deeper into OI analysis or brush up on TA skills if you are a perp trader or setting up new tracking software if you are mainly trading on-chain. whatever, doesn't matter what exactly you do. just do smth extra. something you would not have done if this had not happened to you.

this way you rewire your brain from "smth bad happened to me" to "this was the spark that ignited my fire. this was the catalyst for me to level up and i will look back to this in 2 years and say this made me into who i am today".

[Cobie @cobie]

When ppl claim this I always wonder how they think it happens, or have unrealistic expectations on how much $1bn actually is.

I joined crypto with $200. If I held my initial bitcoin since then and never traded, I would have ~$300k.

If, instead, from that moment I sold the top and bought the bottom of every crypto cycle on Bitcoin, and never paid any taxes, I would have ~$6m USD.

If I put my entire net worth into the Ethereum ICO and never touched it, today I would have ~$150m pre-tax.

While it was definitely possible to have made >$1bn with the opportunities in the market, these versions of reality would also require me to make no mistakes, and have no need to spend $ in real life, or take excessive risk via leverage.

In reality, I grew up in a working class family. I didn’t have a trust fund and I had to pay off my student loan myself. I had a job at Tescos while at high school. After university, I needed to pay rent and fund cost of living and eventually buy a place to live.

I worked at startups for relatively little $ salary, and while a couple have done okay, they still are illiquid and worth nothing until some exit.

Perhaps if I erase a couple of dumb mistakes and drawdowns, or if I had a lil more grind, then my answer would be different today. But it is easy to say this with perfect hindsight vision. It’s easy to see where you could have optimised better, and decisions you made look dumb when the past makes things so obvious.

The truth is I have always optimised for enjoying my life and not going to 0. I never felt like I had a safety net, so it was never possible for me to do anything in any other way. I would probably have less money if I had tried to add more risk or chased $ harder, because being all-in with your entire livelihood is a mental battle and I feel I only win that battle when the stakes are lower.

In writing this, maybe I do understand why CT folks believe this, because modern CT sees crypto as a late-stage lottery ticket farm, where the optimal strategy is to 5x leverage up your portfolio in a hope of catching a good 20% move and then leaving. Or, literally going all-in on the next coin they heard Ansem is buying. So perhaps to them, looking back at the charts, of course that’s what successful folks did.

In reality, I use leverage close to never (and typically to reduce risk rather than add risk — have used it to add risk maybe 3 times in the last 5 years, and maybe 15 times ever). I never go all-in on anything, have only ever done that on BTC and ETH before in the last decade. When I buy other things, I limit risk to tiny amounts, because I treat it as a 0 until proven otherwise (so, always <1% liquid portfolio). Liquid portfolio is also a smaller % of overall portfolio to future-proof against my own fuckups.

Obviously I made a lot of money, I have been here 12 years! CT doesn’t want to hear about “getting rich in a decade” though. I am happy with where I am and have never really cared or optimised for maximising $ earnings, but instead having a nice life that lets me enjoy the game we play together.