Ragverse

Memenomics| Onchain analytics & DeFi research

[Michaël van de Poppe @CryptoMichNL]

It’s very clear.

Once #Bitcoin bottoms out, the altcoins are about to go wild.

The strength of Ethereum is telling the story that the bull market is already starting.

[Michaël van de Poppe @CryptoMichNL]

My altcoin portfolio is now at $80,000.

Still down from the $160K invested, but I made one structural change this week that is going to compound: I started using Claude as a sparring partner for every trade decision.

In this video I break down exactly how I built the framework and where it already overruled me.

What I cover:

– I sold Renzo at 7 cents (good trade), rotated into Wormhole and that rotation was a mistake. Here is why.

– I sold $500 of PEAK after the sigma + RSI extension on the daily. Same trigger that gave a 30% correction in 3 days last time.

– Claude told me to wait on selling another asset in my portfolio until the sign hit later in the week!

Full breakdown 👇

[Ragverse @ragverse7]

@virlvance this looks cool

[Ragverse @ragverse7]

solana:BiywH8Eq2CbGhwMHKwCnfTiccWJwN7r1Q4Qn9hsypump on a mission to save the trenches with solana:5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Main character energy only.🎬🔥

[Virl.fun @virlfun]

introducing the virl multiverse.

every viral memecoin deserves a story. starting now, the biggest runner each week gets their own.

chillguy. moodeng. penguin. they were the prologue.

who's first?

[Hardy @Degen_Hardy]

Here we go again folks 👀

$TROLL is coiling up for another move.

Just like in the last bull pennant pattern before it broke out and pumped almost 3x.

Don't say I didn't warn ya!

[Coin Bureau @coinbureau]

🚨BREAKING: Iran starts a Bitcoin-backed shipping insurance for the Strait of Hormuz expected to generate over $10 BILLION in revenue, Bloomberg reports.

Imagine a sovereign nation is using Bitcoin to monetize 20% of the world's oil flow.

$10B = nearly 1% of BTC's entire market cap flowing through this single channel.

Every sanctioned state is now watching this playbook.

This is the biggest sovereign use case $BTC has ever seen.

[Coin Bureau @coinbureau]

🔥CLAUDE CAN NOW CONTROL THE HUMAN BODY

MIT students built a device that lets Claude control your hand through small electric pulses. You speak a task, a camera sees what’s in front of you, and your fingers move.

It can play piano without training, draw what you describe, and even mix a drink.

Six people built it in 48 hours. And, this is only the hand.

[Michaël van de Poppe @CryptoMichNL]

I made a mistake in my Altcoin portfolio this week.

This week we've clearly seen that there's just no conviction in the altcoin markets.

They run up alongside Bitcoin, but the moment Bitcoin calms down, you'll start to see that there's a lot of downwards momentum in those altcoins.

If Bitcoin corrects by 3-4%, altcoins come back down by 15-25% or even more.

Earlier in the week, I've decided to sell a portion of my positions to be swapping those.

I've rotated $1,000 from Renzo into Wormhole and I've added another $1,000 from the cash position into Wormhole at $0.0160.

The good part of this is that I defined clearly where to be taking chips of the table. That was a good decision.

However, rotating into another asset wasn't the right strategy.

Rather:
- The correlation is substantially high between assets. I could have added into $HYPE in order to lower my correlation of my portfolio.

- If the correlations are this high + #Bitcoin has seen a strong run = more conservative approach on entries = longer in cash until 4H/1D provide a clear overstretched sigma variation in favor of buying the dip (including a low RSI level).

In that scenario, before I made the decision to be selling $1,000 in REZ, this asset has already ran upwards by 150%+ from the lows.

The total position size at this point: $6,400.

In hindsight, I'd rather be looking at the following strategy after a multi-week upwards run on the markets:
- Closing between 20-40% of the Renzo position.
- Closing between 10-25% of the Optimism position after the recent run.

That would have increased my cash position from $4,000 to $8,000-10,000.

If I'd remain patient on the entry points, I'd be using $1,000-3,000 in the past 48 hours during those dips and improved the entire positioning of my altcoin entries.

Ultimately, you might be down a lot on your portfolio, that doesn't mean that you can't trade it back towards profits through compounding the returns.

For instance, improving your entry positions on $3,000 in cash, generating an additional 30-40% return on that improves the entire portfolio by 2-3% in a few weeks.

At this point, given the recent correction and the CME gap, I don't think we'll see much more downwards momentum, and I'd rather conclude that we're more likely at the end of its correction (or perhaps a red Monday to start with before we go back up), so I'm not willing to sell at this point.

As stated earlier, I'm sharing everything that I do on my portfolio and I'm happy to do that.

I do believe that these few years are the final years where you can achieve a great return on a portfolio through trading #Altcoins, so I'd like to take that opportunity with both of my hands.

What trades did you make during the week?

[Coin Bureau @coinbureau]

President Trump may be the BEST TRADER ON WALL STREET right now.

New ethics filings show GAINS OVER 100% on AMD, INTEL, BLOOM ENERGY, MARVELL, SEAGATE and SANDISK.

Trump's Q1 disclosure shows 3,700+ TRADES, up to $750 MILLION in volume, MORE THAN 40 TRADES PER DAY.

He bought NVIDIA, ORACLE, APPLE, MICROSOFT at $1M–$5M each.

And sold MICROSOFT, AMAZON, META up to $25 MILLION each.

This is capitalism with executive access.

[Coin Bureau @coinbureau]

🔥CHARLES HOSKINSON ON BITCOIN’S QUANTUM CRISIS:

"TO DO NOTHING WOULD RESULT IN OVER 8 MILLION $BTC BEING STOLEN.”

Hoskinson says Bitcoin cannot ignore the quantum threat forever.

He suggested the network to either add optional post-quantum signatures, or freeze legacy accounts that fail to migrate.

His bigger argument, however, was that Bitcoin lacks a clear governance layer to make that choice.

During the Consensus Miami event, he warns of over 50% chance quantum computers could threaten crypto security by 2033.

[Simon Dixon @SimonDixonTwitt]

America is not simply “America.”

It is the primary host of the current Financial Industrial Complex.

The FIC itself is global, but its core power centers historically sit around New York, London and Switzerland, where banking, reserve currency systems, sovereign debt markets, intelligence networks and capital formation intersect.

And over time, that system has increasingly captured governments globally through:

Debt dependence,

Lobbying,

Monetary policy,

Regulatory capture,

Defence contracts,

…and centralized control over credit creation.

Politics changes the branding.

But the underlying financial architecture remains consistent.

My life’s work has been understanding how this system actually functions and more importantly how ordinary people, families and businesses can protect themselves from it regardless of where they live or where they were born.

Because once you understand:

How money is created,

How inflation transfers wealth,

How debt systems operate,

How financial crises are engineered and resolved,

How wars start and end,

…and how technological control layers are emerging, you stop reacting emotionally to politics and start positioning strategically.

I try to help people build resilience within a system optimized for extraction and concentration of power.

Once you know the rules, you’ll understand why I’m not anti-America.

I’m pro-sovereignty.

America just happens to be the current empire hosting the FIC that impacts the most amount of people right now.

That will change too and so will my analysis.

I’m also not concerned about popularity.

I’m primarily concerned about accuracy, so people can prepare without the propaganda.

[Ragverse @ragverse7]

@Shillz_Official can i pls get an invitation code?

[Coin Bureau @coinbureau]

🇨🇳 NEW: CHINA’S BIGGEST DATA CENTERS ARE NOW TRADING ELECTRICITY

For the first time in history, China's largest data centers are joining electricity spot trading as “virtual power plants.”

These facilities now adjust AI computing loads in real-time based on spot market price forecasts.

That means AI compute can be ramped up when electricity is cheap, and slowed down when it's expensive.

The AI race is may no longer just be a tech story.

It is becoming an energy trading story too.

[Stalkchain @StalkHQ]

Interesting info about solana:5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

About 31.24% of volume is on pumpswap (Strong degen and retail energy)

While 17% of volume is from Coinbase ( easier fiat on-ramps)

Coinbase is the top holder of Troll ( bullish signal )

[shah @shahh]

This guy is doing technical analysis on a 30k mcap memecoin, aping in with $29 per position.

This is who you’re trading against.

[Founders Inc @fdotinc]

They reinvented the hearing aid by studying the human ear

Normal hearing aid: $4700

Theirs: $20

[Polymarket @Polymarket]

JUST IN: Crypto Clarity Act advances through the Senate Banking Committee.

[🍜 @cprkrn]

HOLY FUCKING SHIT OMG CLAUDE JUST CRACKED THIS SHIT, THANK YOU @AnthropicAI THANK YOU @DarioAmodei NAMING MY KID AFTER YOU 😍

https://t.co/gObNirRDpS

[Ragverse @ragverse7]

@Ohjayy Always looking to meet innovators of web3 in London