mp

road to freedom, my brothers

[mp @rui40232736]

@BTCdayu 老师 未来两三年看到多少市值多少pe呢

[mp @rui40232736]

@AntonLaVay 算力要求不那么高的推理场景被tpu威胁，对gpu厂商的市场份额影响是实实在在的，特别是对amd这种龙二，taining 比不过nvidia，推理面对tpu的竞争。谷歌不卖卡，谷歌云把卡打包成服务卖给你不是更赚？亚麻也在搞自己的tpu，微软也会跟进，这是趋势，不是单纯的fud

[mp @rui40232736]

Great article. As TradFi rails adapt, many crypto use cases will simply shift over. Bitcoin’s long-term role will mostly be as a store of value, comparable to gold — and traded like gold.

[Pillage Capital @PillageCapital]

https://t.co/4X0pjek9s3

[mp @rui40232736]

@PillageCapital When the very regulations you wanted to rebel against turn around and accept — even embrace — you, do you still want to rebel?

[Mercury @TraderMercury]

https://t.co/qVvdxxbggp

[mp @rui40232736]

@TraderMercury Can’t believe I can read such a master piece of article on ct for free. It includes so many aspects of trading, experiences earned from years of battling in market. Valuable stuff, thank u for sharing sir!

[mp @rui40232736]

Current allocation: 50% $PUMP, 50% $ZEC. Based on recent observation, the top movers are:
1. $ZEC — the “privacy BTC” narrative could really work. The alts overall significantly underperformed against BTC this cycle, no new meta/narrative meaningful and attractive to mainstream outside. Meanwhile, BTC gained unprecedented adoption and mindshare. As $ZCASH positions itself as the next generation of BTC with privacy — and given that its proponents are some of the most respected minds in the industry(@cobie @mert etc) — I expect the narrative to be easy for the mainstream to understand and accept.

2. $HYPE. Did not do any detailed research. As it onboards perps against stocks, it becomes more than a crypto token dex. As more RWA trading on-chain, the weight of Hype will increase. Decentralized robinhood ?

3. $PUMP — The price is showing some strength, but I haven’t seen the team make any major moves yet. My main belief in $PUMP is that it represents the main stage of on-chain activity. If on-chain trading evolves into a new form or meta, I believe it will happen on Solana — and on PUMP specifically. Not gonna lie, I really don’t see much potential or creativity coming from $BNB or $BASE.

4. x402 Protocol — enabling AI agent autonomous payments and future AI agent commerce. It’s been a very hot meta over the past couple of days, but I personally fade this narrative. As a standalone payment protocol, I don’t find it particularly attractive or offering much room for speculation. Speculating on “AI agents triggering AI agent season 2.0”? I don’t buy it. The crypto AI agent theme was already overhyped and largely invalidated in the previous wave. Now with “AI agents + payments,” it feels more like a subdomain of the broader AI agent concept, also not revolutionary enough to draw strong renewed interest.
$PING $PAYAI

[mp @rui40232736]

Bought back $pump at ~0.0043 after seeing
the price breakout of the bottom range area formed after the 10/10 liquidation day. The expectation is If BTC can hold strong and reclaiming key trends suppressing the PA (12h 200, 4h200) in the last 2 weeks, expecting to see pump being one of the strongest alts.
Invalidation: a retrace back below 0.004 — that would suggest the bottom still needs more time to form.

[mp @rui40232736]

BTC is showing strength after the 10/10 liquidation. It has re-entered the previous range and reclaimed the local 30-minute 200 trend. Structurally, this looks constructive. I still lean toward the idea that this bull run isn’t finished yet, so I’ve started to rebuild some alt positions. Not sure why though, just feel things in this cycle are not crazy / hot enough.

Current positions:
40% pump, 30 % fartcoin, 20% zcash, 10% some onchain shit coins

$pump:
Price has reclaimed the 30-minute 200 trend for the first time since the downtrend started on 10/5 — historically, this trend has been relevent to its short-term structure.
Fundamentally, I still see Solana on-chain as the best environment for retail participation if there’s another alt cycle. The potential airdrop from @a1lon9 could also serve as a catalyst if market sentiment improves and new speculative meta emerges.
Invalidation: loss of both the 30-minute trend and the 0.0036 post-liquidation support.

$fartcoin
Similar setup — reclaimed the local 30-minute trend that’s been acting as resistance since the 10/10 liquidation.
Support around 0.33 has held twice during turbulent post liquidation period , providing a clear low price anchor and invalidation level.
Subjectively, still believe this will be one of the leading meme coins if there’s another meme rotation window later in the market cycle.

$zcash
Do not know too much about this coin until noticing recent strong PA. Buying purely due to its outstanding strength . This is the most objective buying decision I made out of these 3 postions. Maybe, I should follow the market and make this my top position. Lets see.
Entered when 1h trend reclaim confirmed, will also use the trend as invalidation. For this trade, will be more objectively pivot to PA compared the other two, will see which way works better.

[mp @rui40232736]

Yesterday, closed out $PUMP and $FART after both hit stop losses — lost the 30m 200 and local range lows.
The market becomes painfully choppy; key trends and support levels don’t hold much weight when alts are moving entirely depending on BTC PA.
I need to adapt my approach in this kind of environment. Tight stops just get chopped up. Either hold through the noise — accepting deeper drawdowns if BTC eventually runs — or stay on the sidelines until BTC reclaims higher-timeframe trends like the 6h or 12h 200 and shows real strength again.

Personally, I’ve decided to keep my $ZEC position for now. It continues to show relative strength, and I still have some conviction in its current narrative.
I’m not entirely comfortable being 100% sidelined — part belief in the bull will still come, part gambler’s instinct. Probably both.

[mp @rui40232736]

@tmel0211 @toly 为什么不能让agent 拿着用户付好费的api credentials去访问services？ 为什么一定要让agent有自主支付能力？在agent能力尚未成熟和用户基本的信任都还没有建立起来的时候，凭什么让他拥有支配用户财产的权力 ？

[mp @rui40232736]

@Saint_Pump Sir, really like your energy and found your comments have quite good hit rate since I follow you. Could you share your reason behind these calls ? Appreciate!

[mp @rui40232736]

@ReetikaTrades GM
hope to know the reasoning behind all these predictions

[mp @rui40232736]

Stocks printing new ATHs.
Gold going vertical.
Everywhere else—noise, energy, euphoria.

Crypto? Dead silent.
BTC chopping at range lows, traders getting liquidated, builders disappearing.

If the bull market isn’t over, this zone should be the bottom.
If it is… it’s the start of the bear.

Place your bets — and live with the outcome. 💀

[mp @rui40232736]

The king has spoken.
So far, we seem to be on track to the final promised land🙏

[DonAlt @DonAlt]

This is how alt seasons used to start
Nuke huge
Full retrace the nuke
Then full send

Bit much to bet on an alt season right now but if we get full retraces, especially on BTC pairs I'd get quite excited

[mp @rui40232736]

Having a different opinion here, downtrend of pump buy back can mostly attribute to silent sol trench. In this case, you may say sol meme eco has no moat, which may need more time to verify (how long people will stay on bsc). The only scenario we can extraplode that pump has no moat is when any other launch pad in sol eco takes down pump easily and permanently.

[mp @rui40232736]

Marco wise, btc is still holding above 120k while we have typical ancient whale dumping fud. So, assume q4 is still promising.
Alt wise, most of them draws down a lot. Shaking the beliefs of crazy bull q4. Feel like it’s a good time to rotate back to sol & pump given the higher RR and sol memes still have the best mindshares and always lead the narratives. The bsc season and Chinese meme created crazy wealth effect, but do not feel the meta itself has enough mindshare outside Chinese/binance communities and so don’t think it will go crazier from here
$pump $sol $bnb

[mp @rui40232736]

BTC ATH !
But market/CT is quiet, showing consensus is aiming higher
Alts wise, the loudest cheering is from BSC so far. Hard to tell if it's real BSC season, given that no new meta created but only wealth effect driven by CZ, and it happened multiple times when market is slow or lack of new meta
IMO, alts especially onchain haven’t found their main storyline yet. Still feels like noise before the real move. Patience & Observing

[mp @rui40232736]

@a1lon9 there is no pumpfolio without ________ ?