The Diamond Hands Dude 👐🏾💎

[Jolly Green Investor 🍀 @jollygreenmoney]

We saw this pump coming 🤝

[LukeBarnatt @BarnattOfficial]

POWERful day today… 16 rounds deep and @Cobratate brining out the big guns. 💥

@MisfitsBoxing CEO putting in the work.

[Joshua Jake @itzjoshuajake]

This is bullish for $Ondo 👀

[IncomeSharks @IncomeSharks]

@ZssBecker 1nc1nerator11111111111111111111111111111111

[Beanie @beaniemaxi]

I know what fomo feels like as this is my 4th crypto cycle. First was in 2013 when Bitcoin did a 100x in a few months. Next in 2017 when it did a 40x, but Ethereum did a 100x and some altcoins just went silly.

In 2020 DeFi Summer during Covid lockdowns put all other rallies to shame as literal anon shitcoins mooned to multi billion dollar marketcaps within hours. YFI went from pennies to nearly $50k within weeks.

Then most recently we saw the 2021 NFT bull run, led by 1000x gains minting BAYC and other things. Now here we are late 2023 and I’m getting the same vibes. The tells are;

1) Solana 6x off FTX lows
2) BTC and ETH 2x+ off lows
3) Blast attracting $400m in days
4) Blur 4x off lows in a couple weeks

As we’ve seen with each preceding cycle, the returns in the majors while big by comparison to nearly any other asset class in the world, sharply lag emerging crypto asset returns.

That is, when crypto goes full “risk on” mode, look out. I think this cycle will mirror that trend.

However with that said, anything really new is risky. You see Blast being rewarded because Blur has proven to be a winner and category leader. They built a winning product that took over the NFT market. That gives them credibility. That’s why Blast works.

Good thing about this cycle is that there’s lots of proven winners hiding in plain sight. Particularly in DeFi. And I think given the current global narratives that DeFi is about to shine again. Just not in the same wild west fashion as before. Which is gold. It’s more sustainable now.

Pretty much what started a few years ago with overnight multi billion dollar market caps came crashing back down to earth. So now we can plainly see which projects were real all along. Some of these are now highly derisked and deeply discounted.

I’m talking about protocols that have been through the last several cycles and continue to not only build and gain mainstream traction throughout, but get battletested at the same time.

There’s actually quite a few of them out there still trading relatively close to historic lows and well off previous fomo highs (which I think get taken out this cycle).

Some projects were just MVPs a few years ago and have now proven themselves. Yet valuations are a fraction of what they were. I expect that to correct itself.

It doesn’t make much sense for me to make venture bets of new protocols and platforms when I can substantially derisk and just buy the beaten down tokens of proven winners for essentially pennies on the dollar and stay liquid. Liquid funds are a big VC narrative rn.

People always ask me why I bother posting here. Well this post is a prime example. I’d like to sharpen my thesis. Or be proven wrong.

Plus I’d like to learn about protocols that I may have overlooked that fit into my thesis and potentially lead to outsided returns during this cycle. But are substantially derisked compared to buying something without a proven track record.

Feel free to share thoughts below in the comments.

[IncomeSharks @IncomeSharks]

#Bitcoin - Got the bounce at the obvious horizontal support and channel. Now we see if we breakout or get rejected

[AIPAD.TECH @AIPADTECH]

🤝3 IDO’s scheduled.
🤝#AiPad IDO date TBA next week.
👉1st #IDO will be announced soon after.

We are close 🔥

Stay Tuned 👀👇

🕸 https://t.co/E2riUm2eIj

$aipad #ai #artificalintelligence #launchpad #crypto $btc $eth $bnb #BSCGems $grt $agix $ocean $imgnai $pixia #bluezilla

[The Diamond Hands Dude 👐🏾💎 @MoeAb4]

I joined the #AIPad #IDO Whitelist on @bscpad @ethpadofficial @metavpad @gamezone_app

Get your guaranteed allocation and invest in the future of #AI

Twitter: @aipadtech

#ai $grt $agix $fet $nft #crypto $btc #bscgem $bnb #bullrun #launchpad https://t.co/NOgYBBBCYp

[Miles Deutscher @milesdeutscher]

This thread will focus on 20 airdrops, which I believe are the "pillars" that you should be aiming for this year.

I'll be releasing more threads on smaller ecosystem airdrops in the future.

This list is in no particular order. Let's dive in! 👇

[Major League Pickleball @MajorLeaguePB]

The 5s with an amazing Dreambreaker to take the win over the Hard Eights.

@RyanHarwood27 @GaryVee #MLP #PickleballIsLife #Pickleball #ATX #Austin

[IncomeSharks @IncomeSharks]

$DXY - Love to see this keep dropping. Hoping we can sustain the #Stock and #Crypto rally.

[DAO Maker @daomaker]

Thanks @macklorden for the great overview on @BBSnetworkIO and our new system.

First PUBLIC offering is live now
https://t.co/q71RXV6C0N

[The Diamond Hands Dude 👐🏾💎 @MoeAb4]

@Dimond_Boots $LSS

[The Diamond Hands Dude 👐🏾💎 @MoeAb4]

@crypto_is_good I agree

[MOBLAND @MobLandHQ]

Whitelist now open 📢

Complete the @SynCityHQ x @polkastarter #IDO whitelisting process

#synners enter here 👉 https://t.co/w53OQ9OQ1D

https://t.co/M71CxlBRlT

[The Diamond Hands Dude 👐🏾💎 @MoeAb4]

@SPACEracerX @MetaHero_ What do u do with the planet once u minted it?

[Lossless @losslessdefi]

At this moment, our $LSS Protocol can be integrated into project tokens which build on @ethereum, @BinanceChain, @0xPolygon, @harmonyprotocol, and @avalancheavax ⚒️

Heads up - next week, a new chain will be added 🚨

[The Diamond Hands Dude 👐🏾💎 @MoeAb4]

@ArcadeLegend @beaniemaxi I have 2 planets i Minted, what can I do with those?

[The Diamond Hands Dude 👐🏾💎 @MoeAb4]

@RealFlokiInu @100bviking @SabreEthereum @mrbrownwhale @MauriCitizen @limam_dahi @chabarnoux