Amazing gains so far. How I did it? read below
So far:
- $SERV x5
- $NEAR x2
- $GRASS 70% up
- $NIL 50% up
- $CFG 60% up
- $USELESS 55% up
All publicly posted here, only wrong on $FARTCOIN which did an amazing run first but then crashed back below entry unfortunately.
Just like I said in the post below we have seen some changes in market behavior last months.
- BTC not going down on bad news
- ALTS remaining strong when BTC moved
- ALTS in multi month sideway structures after huge moves down
- No euphoria on timeline went BTC went up but mostly bearish views
So how did I pick pretty much the best runners so far?
Part charts, part conviction/narrative and partly fundamentals.
The charts
First and foremost the best oppurtunities in crypto are after a bear cycle when you got a prolonged sideways period with usually price sweeping the lows of ALTS but no significant downside. This is usually created by absorption from larger players, they are dampening downside volatility and often buy large amounts of coins over time in order to accumulate without price moving.
Combine this with ALT behavior getting better during BTC volatility which is a sign that market is changing, last months/years we have seen weakness on ALTS basically with ever BTC move, but that stopped recently.
That combination was the trigger for me to start bullposting/getting active again after months of nothing.
Conviction and narrative
Conviction comes partly from fundamentals and partly from narrative. So I try to combine those to fund coins that are both (imo) fundamentally undervalued and/or fall in the narrative that I think is hot.
The narrative with the highest conviction for me was AI. AI coins have been going down massively because of ALT correlation and general market being very bad. Yet everything AI in tradfi was hugely hyped. So for me this was the clearest narrative, AI coins are mispriced and when we get some capital flows, I think those are the first to reprice. This is also where the most of my capital allocation is.
Next was privacy, we already saw the market warming up to privacy months ago. We all know blockchains are open to everyone, which poses massive risks to large users. It's just something everyone wants and needs especially with OPSEC in mind and AI getting better in hacking/tracing.
RWA was another narrative for me, obviously on of the fastest growing part of crypto and clear PMF. but there's just not that many interesting projects trading on venues with high liquidity so I just chose CFG because ONDO seemed overvalued relative to CFG.
Fundamentals
With fundamentals I mean:
- Is there PMF
- Has there been actual adoption/users
- Have teams been active
- Revenue growth?
Pretty much all of my picks fit the above criteria, they have clear product market fit, users have remained steady or even increased during bear market (without incentives/bootstrapping), teams remained very active during bear market and most have seen revenue growth.
Another part is, do others talk about the coin? because attention span is important too but not the most important criteria for me.
So in the end when I pull the trigger is when:
- Market conditions change
- Charts start showing bottoming signals/accumulation
And then I pick:
- Fundamentally strong coins with PMF
- Coins that fall within the popular narratives
Please RT/like if you have enjoyed my runners or like the content 🙏
The four tiny dots in the bottom right corner represent the total quantity of CO₂ in Earth's atmosphere (0.04%).
The tiny pink dot represents the total quantity of atmospheric CO₂ produced by human activities (between 0.0012% - 0.002%).
That's what they're using as an excuse to block out the sun, demolish your energy security, and generally micromanage every aspect of your life under the guise of "saving the planet".
“Als je niet kunt overtuigen, creëer verwarring” – Hoe de EU en Ursula von der Leyen de Democratie Ondergraven
Binnen de Europese Unie lijkt een gevaarlijke strategie te worden toegepast: wanneer politici de mensen niet kunnen overtuigen, creëren ze verwarring. Onder leiding van niet-gekozen figuren zoals Ursula von der Leyen worden controversiële beslissingen doorgedrukt, waarbij democratische processen worden omzeild en de belangen van de Europese burgers worden genegeerd.
De Strategie van Verwarring en Misleiding
1.Geopolitiek Machtsspel – Zuid-Afrika en Wereldwijde Steun
Gisteren schonk Ursula von der Leyen zonder enig democratisch mandaat maar liefst 5 miljard USD aan Zuid-Afrika. Dit roept de vraag op: waarom? De EU lijkt wereldwijd steun te kopen, nu de VS onder Donald Trump haar negeert. Het is een strategie van achterkamertjespolitiek en financiële gunsten, waarbij belastinggeld wordt ingezet voor geopolitieke invloed, zonder transparantie of verantwoording.
2.Defensie-uitgaven en Bureaucratische Macht
De EU duwt lidstaten richting hogere defensie-uitgaven, zogenaamd voor ‘veiligheid en stabiliteit’. In werkelijkheid worden nationale budgetten opgeslokt door bureaucratische EU-structuren en wapencontracten, terwijl de werkelijke gevaren en risico’s niet worden benoemd.
3.CBDC – De Digitale Euro
De introductie van een Central Bank Digital Currency (CBDC) wordt verkocht als een moderne oplossing, maar in werkelijkheid dreigt het een systeem van financiële controle en surveillance te worden. Informatie over privacyrisico’s en staatscontrole wordt bewust vaag gehouden.
4.Het Oekraïne-Narratief
De EU blijft miljarden sturen naar Oekraïne, zonder open debat over de gevolgen, de risico’s en de lange termijnstrategieën. De burger krijgt slechts een eenzijdig verhaal voorgeschoteld, waardoor echte democratische inspraak onmogelijk wordt.
Ursula von der Leyen – De Ongekozen Keizerin van Europa
Ursula von der Leyen is nooit gekozen door de Europese burger, maar handelt alsof zij de onbetwiste leider van Europa is. Haar beslissingen, zoals het uitdelen van miljarden aan buitenlandse staten, worden genomen zonder transparantie, debat of mandaat. Ze gedraagt zich als een autocratische keizerin, waarbij ze belastinggeld inzet om haar eigen invloedssfeer uit te breiden.
Gevolgen voor de Democratie
•Geen Verantwoording: Burgers worden buitenspel gezet en krijgen geen duidelijk inzicht in waar hun geld naartoe gaat.
•Beperking van Informatie: Complexe en verwarrende narratieven zorgen ervoor dat burgers geen gefundeerde kritiek kunnen leveren.
•Doordrukken van Onpopulaire Agenda’s: Onder het mom van ‘noodzaak’ worden beslissingen doorgedrukt die nooit in een open debat stand zouden houden.
Oproep tot Transparantie en Democratische Vernieuwing
Het is tijd om te eisen dat de EU open en eerlijk communiceert. Geen schimmige deals, geen financiële weggeefacties zonder mandaat. Burgers verdienen een stem en inspraak in hoe hun toekomst en geld worden ingezet.
De EU landen zijn van de burgers – niet van ongekozen machthebbers.
Some perspective...
The green square represents the percentage of Earth's atmosphere that is CO2 (0.04%).
The white square is the CO2 produced by human activity (0.0016%).
All of Europe contributes just 16% of that tiny white square.
Let that sink in.
De toespraak van J.D. Vance, geheel in de Amerikaanse traditie, zal lang nazinderen: vrijheid van meningsuiting en democratie zijn sterk genoeg om ideeën te filteren. In Europa is het andersom: eerst worden ideeën gefilterd, dan pas is er ruimte voor vrije meningen en democratie.
Science journalist Nina Teicholz: "If you implement a diet which dramatically reduces the amount of carbohydrates, you can reverse type two diabetes... reverse hypertension... reduce depression and anxiety by 79%... not within years, within weeks."
"In the biggest clinical trial on type two diabetes... more than 50% of the population was able to reverse their type two diabetes... within ten weeks."
"This knowledge has been around for a decade... You haven't read it in a single newspaper, that we can reverse type two diabetes, which affects 38 million people."
"And that tells you something about the challenges that we're up against today."
Credit: @bigfatsurprise
#BTC
Long term holders vs ETF buyers and @saylor
Since the BTC ETF launched, ETF's bought around 1 mil BTC and MSTR bought 300k BTC.
In the same time long term holders sold around 1,5 mil BTC. Nearly a 1 on 1 of amount sold vs amount bought.
A few things we can observe from the chart below is:
- When long term holders are selling, a top has formed
- The bottom of long term holders has never gone below previous cycle's top
- Holders tend to buy back in bear markets to increase their stack again
At the same time, miner reserves have also been on a down only trajectory too.
And on top of that exchanges supply has dropped drastically too
So what happens next? is a bearmarket on the way because of long term holders selling?
Normally I would say yes, but I think the changing of hands is different this time.
Usually what would happen is BTC would be offloaded to retail participants that are mostly just speculating/gambling and hoping for good returns but have absolutely no loyalty to Bitcoin and the long term vision.
But this time, all the long term holder's supply has been bought by MSTR, that already said it doesn't want to sell and I believe Saylor will only sell if he is forced too. And the rest of the supply is bought by ETF's that are notoriously sticky in nature.
So what are the conclusions we can draw from this?
- More and more BTC getting in (strong) hands with long term vision.
- Supply crunch WILL happen if demand stays this high. And it's not only MSTR and ETF's buying.
- If the long term holder trend holds, they should be out of coins they are willing to sell soon.
Long term holders were normally the large players dictating price action. But where they would usually offload their supply to participants that would likely sell it back to them at lower prices, the nature of buyers has changed now.
The longer we stay in this range with BTC changing hands from long term holders to willing buyers, the higher the chance we see an eventual supply crunch and a possibly much quicker rise in BTC prices. The less people that are willing to sell, the lower the amount of $ needs to be to bring price up.
In terms of PA: as long as the bullish trend holds and we remain above 91k, the more likely this supply crunch will get.
ETH ETF ADDED 10% OF THEIR TOTAL INFLOWS IN 1 DAY!
In the meanwhile, while CT is scrambling whether it´s all over or not, ETF´s have silently added almost 10% of their total inflows in 1 day. 300m inflows, not sure if we have seen this number at all yet since ETH started.
WLFI also has bought 300m worth of ETH. Y´all are looking for dopamine so much that you can't see the forest for the trees
Investigative science journalist Nina Teicholz:
"If you implement a diet which dramatically reduces the amount of carbohydrates, you can reverse type two diabetes... reverse hypertension... reduce depression and anxiety by 79%... not within years, within weeks."
"In the biggest clinical trial on type two diabetes... more than 50% of the population was able to reverse their type two diabetes... within ten weeks."
"This knowledge has been around for a decade... You haven't read it in a single newspaper, that we can reverse type two diabetes, which affects 38 million people."
"And that tells you something about the challenges that we're up against today."
Credit: @bigfatsurprise
What if…
The institutions, banks, exchanges, maybe even nations are all intentionally suppressing the crypto market bc they need time to accumulate before prices take off.
So much bullish news coming out:
-Trump buying and staking millions of ETH
-Banks allowed to custody crypto assets
-Blackrock buying 600M+ of Bitcoin
-National Stockpile of Digital Assets
-Potential no capital gains on US cryptos
-CZ bull posting AI crypto
-Trump calling the US the AI + crypto capital of the world
It feels like the market should be pumping hard right now.
Ultimately, you need to ask yourself, who’s right in this moment?
The nerds online calling the top bc they drew some lines on a chart? or the most powerful people in the world?
We all know these billionaires don’t play by the rules. You think they wouldn’t suppress a market for their own financial agendas? Think again.
It feels obvious what’s about to happen.
Maybe I’m fucking crazy or maybe we’re about to witness the single biggest financial opportunity in history.
Can’t wait to live through this and let’s get rich together everyone 🤝
It was astonishing how insanely hard legacy media tried to cancel me for saying “my heart goes out to you” and moving my hand from my heart to the audience.
In the end, this deception will just be another nail in the coffin of legacy media.
Onze toekomstige regering wil een 'solidariteitsbijdrage' invoeren. Maar 'solidair' waarmee? Met de onmogelijkheid om in België de overheidsuitgaven onder controle te krijgen ondanks torenhoge belastingen?