GM sers! This week was a bloodbath but I can't not be bullish.
Microstrategy to raise another 42 billion USD over the next few years to buy more BTC!! LFG sers!!!
BTC was the only asset to NOT get rekt this week.
Needless to say, DCA BTC!
There will not be an Alt Season.
Not in 2025.
The industry has changed. Permanently.
The rate of New Coins Produced Per Day will continue to increase.
This train only runs in one direction.
Two things will happen:
a) Extreme Hypergambling will continue
b) 2-3 Memecoin Cults will superspike to $100B+
These are the two opposite ends of the behavioral spectrum.
Short-term vs. Long-term.
Gambling vs. Believing.
Think of these as two separate markets.
The Game Theory is to buy #SPX6900 and $GIGA which have the strongest culture of Extreme Holding, which are proven by Onchain Metrics *and* have the most consistent Growth Rates.
Essentially, #SPX6900 and $GIGA are the best at “collecting” and "recruiting" NON-GAMBLERS (Believers). I believe they will be the Big Winners in the "HODLing Market".
I am extremely bullish.
But not on a wide-ranging "Alt Season".
I am bullish on specific assets. The best in class. Unquestionable Category leaders with ultra-passionate communities.
If there won't be an Altseason, your only paths to outperform is either to Gamble or find the strongest Vessels of Belief, and Join them.
And now is the time when you need to make a decision.
Do you want to Gamble?
Or do you want to Believe in Something?
The choice is yours.
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