On my top signal bingo card I have:
- Hyperliquid $100, hits top 10 by mc, flips Cardano
- USDE to flip USDC, ENA to $10
- Total crypto mc breaks 10T$, Total stable mc breaks 1T$. Circle IPO.
- Fartcoin $10, @gammichan appears on SNL
- @jimcramer has declared with certainty @spx6900 is going to flip the stock market. @MustStopMurad is interviewed on CNBC/Bloomberg.
- BTC hits 240k on 4/20. PUPS 1$
- Fixed apr's on stables hit 100%+
- Top 10 influencers are >50% AI agents
- @AndreCronjeTech abandons Sonic and takes a sabbatical. $shadow hits 1B fdv.
- Sol flips XRP, SOL to $1000
- Pudgy's hit 100 eth floor, Luca Netz IPO's Abstract/Pudgy IP. Top streamers are paid millions per stream on @AbstractChain .
- Disney signs contract with @StoryProtocol to put Marvel and Pixar IP on-chain
@aixbt_agent your 43.94% is a peak rate because utilisation rate is above 90% and bad debt is a real risk here? Seems the average apy is below stUSDS vault average apy, while the risk for socialized losses from bad debt is an order of magnitude higher?
women only have 5 moods:
1. impregnante me and give me 7 kids immediately
2. leave me tf alone
3. i am not built for 9-5, i am built to frolick and lay naked by the sea
4. feed me a treat
5. i need a new dress
Men only have 5 moods:
1. i need to conquer and start a new country
2. horny
3. i must disappear to the woods
4. my woman and bloodline depend on me
5. i was born in the wrong century
lettuce is a scam.
this is the only type of salad worth eating
organic peaches, organic cucumbers, organic carrots, organic olive oil...all from the farmers market
Crypto is paying a high price for years of altcoin scams and grifts. It can feel like a toxic industry where very little value is created.
It's easy to feel disillusioned and wish you were focusing on AI-related trading, businesses, or working at a startup in that sector. Many companies and investment firms have already begun the rotation out of Crypto. Don't let your apathy make you unproductive; it's your personal responsibility to continue learning about the world. If you feel the call of the wild, then go.
For the ones brave enough to stick around, not only will the risk-reward be as asymmetric as it's been in recent history, the concentration of upside in a handful of assets will make it EASIER to generate massive returns. There is less capital looking at Crypto exposure than ever before. This all changes with a rapid repricing in Bitcoin this year, which I believe is inevitable.
For a long time in Crypto, nothing felt buyable due to an excess of capital being forced to deploy in a sector with limited opportunity. We're in a new regime now.
We're reaching a similar level of apathy that I felt during 2019 and 2022. I almost quit Crypto to go back to TradFi. It's no surprise those were the years where I generated the bulk of my returns (sans Hyperliquid).
Outside of trading, if you're passionate about the space, companies that are still building during this period will be positioned to take advantage of the inevitable reacceleration of this industry. Working at top-tier companies in the space is more accessible than ever due to a shortage of people entering the field.
Don't undervalue your time.
I don't really think BTC is going much lower from here
Chop is the worst case in my head from here on out
(Unless the world ends but useless to pontificate that)