Thesis before shit gets silly, now that the world isn't ending:
TOKENS
1) $BTC - Obvious. Digital gold, perpetual institutional bid etc. 60%+ of port or you're doing it wrong.
2) $SOL - Normies need their casino. This is where they'll ape.
3) $HYPE - Binance without the corruption. $3M+ buy backs a day, anti VC, based team.
4) $SUI - Yeah it's VC slop but narrative potential is real.
5) $FART - Multi-cycle meme. Don't overthink it.
JPEGS
6) @BitcoinPuppets - When ordinals return (they will), these lead. Got the culture.
7) @KaitoAI - Constantly rewards holders. Proven track record.
8) @pudgypenguins - Don't fade Luca. Obvious play. Equity coming?
FARMS
9) @irys_xyz - InfoFi x DeFi x AI. Will cook.
10) @opensea - Shipping hard lately. OG Voyagers shold get blessed.
12) @Ducatstable - DeFi on the motherchain. Free to farm.
thanks for playing 😎
@KookCapitalLLC “imagine this retard praying to god for $26 hype and keeping his entire following sidelined in the process” 😭😭
This guy and Becker burnt me in my first cycle, has to happen once IG to learn the game