stefanopomp.eth

[Wizard Of SoHo (🍷,🍷) @wizardofsoho]

Made a lot of people wealth on shorts and now longs today

All you needed was patience and discipline

[NFT-GOATS @NFTGOATS]

Looking for alpha? My man @wizardofsoho was in that Money Glitch chat at 8:30am this morning making moves & sharing info. Took a few hours for his suggested moved to take effect and now boom!

I don’t fade him and his team and you shouldn’t either @WeeklyWizdom is 🔥🔥🔥

[Pidgeon @Pidgus]

Don't make this mistake in bull markets
One of the most common mistakes people make in a bull market is allocate to the wrong tokens. What do I mean by that?

Well, people will often buy into tokens which suffer from what I like to call: Cosmos Syndrome. Coins like $ATOM, $DOT and $XRP suffer from a fundamental problem that manifests in the charts as sideways chop.

Coins from previous cycles with bad tokenomics end up massively underperforming the rest of the market. While Bitcoin and new alts and narratives pump, these coins will stay flat or have very muted responses.

These coins will trade at really high valuations but still feature high inflation rates and as a result there's not enough new money flowing into them.

If we compare them to $BTC (Yellow) for example you'll immediately notice that even though Bitcoin is considered the slow, least risky option, it still massively outperformed XRP (Blue) Polkadot (Light Blue) and Cosmos (Orange).

This means that even though you might be up or sideways on paper, the opportunity cost was that your money was locked in these tokens that did nothing while there were plenty of opportunities to get 100s of %s more.

The takeaway here is, Don't hold onto tokens that don't perform in a bull market. These can often be identified as large mcap tokens with high inflation from previous cycles.

[Pidgeon @Pidgus]

1/18 Oasys, a Hidden Gem.
As I was researching gaming projects to allocate to, I stumbled upon a ticker I hadn't seen anyone mention before $OAS, so naturally, I had a look to see what it was and I'm glad I did. Turns out it was in my favorite niche and showed a lot of promise.

Buckle up this is a long one.

[OSF @osf_rekt]

Recent events have made me max bullish again.

1. Equities are at all-time highs. The S&P500 broke the psychological 5K level and closed the day and week above it. NASDAQ looks like it's about to break 18K here.

2. Crypto still remains a large way off its ATHs:

BTC: -27%
ETH: -49%
SOL: -58%

3. Yes this analysis is basic but it only has to be basic. The S&P500 returned 24% last year, NASDAQ returned 54%. These are insane numbers and while markets seem bullish this year (shaking off rising inflation data, a less dovish FOMC etc) it's highly unlikely we get anywhere close to those levels of equity returns for 2024.

4. So if you're a risky retail investor, or an open-minded asset allocator, crypto, at current levels looks like an obvious bet here, given its massive underperformance vs equities in the past 12-18 months.

5. If only there was an easy way for these people to get crypto exposure through their regular brokerage accounts...oh wait there is! Of course, you can now buy spot BTC ETFs, and hopefully soon spot ETH ETFs (towards end of May).

6. ETF flows have been mixed since, notably GBTC outflows capturing headlines. From 11th Jan to 2nd Feb we saw almost $6bn in outflows from GBTC, but since 5th Feb, the daily outflows have drastically reduced, with yesterday being the lowest outflow since launch. In the mean time, inflows from other ETFs have been increasing, with there being almost $1bn of net inflows in the last 2 days alone. This takes total net inflows now to a whopping $2.65bn.

7. Basically everything, on a macro level, is pointing in the direction of a massive crypto rally this year, not to mention we have the BTC halving in April. The market has gotten a little bit concerned about rate cuts, but it seems like expectations of rate cuts shifted from 6 to 3 this year...imo still highly likely we get the knee-jerk headline euphoria of rate cuts when they start to happen, even if its fewer than expected (don't forget it's an election year too).

8. We are going to be able to double down on this crypto inflow story if the spot ETH ETF gets approved on 23rd May. We might see a similar thing with ETHE outflows but if we have seen a major BTC rally between then and now I suspect people will want to load the boat on ETH too.

9. Right now it's a story of BTC dominance, which sits close to 1Y highs at 53.5%, but I suspect at some point later this year (possibly around ETH ETF) we start to see major altcoin performance (to an extent we already have across many coins).

10. I got a little bit cautious a few weeks ago for fear of macro worries post FOMC and sustained GBTC outflows dwarfing inflows; both of those things have pretty much been the reverse of my fears and I guess that's a testament to how risk-on the market is right now.

Honestly, the easiest trade is really going to be to own some combination of BTC/ETH/SOL and stash it away and not touch it. Then I think you want to allocate a minority proportion of your portfolio to gambling higher beta stuff because there are going to be plenty of 50-100xs out there, and we have seen quite a few already (but it's harder to successfully catch those and naturally you experience a few that cut you up too).

Last thing I'd say is we really haven't seen normies enter crypto yet, at least CT doesn't show it. I see the same people with the same follower accounts and price action right now is very hot-potato-like, we can't seem to have a unilateral rally. The risk is that we never onboard more and it continues to be pvp, but clearly there is a normie-influx upside here that we have seen in past cycles.

For most people reading this, you have probably spent >12 months in crypto and many longer, which means you've had the advantage of being in the trenches and been waiting for this moment for a long time now. I also think when you've been in the market that long it's easy to want to sell/take profits/fade things because of prior PTSD of round-tripping. At some point it's going to be important to do that (and tbh you should always take profits along the way, I already have). But I think it's important to have some good skin in the game because there is a very good chance we haven't seen the "real move" yet.

As @RaoulGMI says, don't f*ck it up.

[Punks OTC @punksOTC]

Impromptu auction/ giveaway!

A random person who likes and retweets this will be given 1 eth!

We are auctioning punk 4506. One of only 44 beanies, the rarest punk attribute.

Place a bid on-chain and once 30 minutes have passed with no new bid, we will accept the current bid

[OSF @osf_rekt]

On 4th December 2023 we announced that a surprise snapshot of Rektguy holders was taken on 12AM EST on 26th October 2023.

We are delighted to reveal that holders at the time of snapshot will be gifted equity in our company, Rekt Brands Inc.

Rekt Brands owns and controls Rektguy contract, the Rekt logo, Rekt IP and all goodwill Rektguy has built. Of course, the Rektguy NFTs themselves remain CC0. Our first venture under Rekt Brands is @rektdrinks, which we’re excited to launch this year.

The snapshot was taken unannounced, and we are delighted to be able to gift equity, for free, to collectors who have supported Rektguy as an art project. To be clear, trading Rektguy NFTs will not transfer any equity. Those in the snapshot will have the opportunity to kyc and claim their gift.

We are proud of our work behind the scenes to achieve this in a valuable and compliant way. We will soon communicate further instructions on how those of you included in the snapshot can claim your gift of shares of Rekt Brands, Inc.

Thank you to everyone who has supported us on this journey, we’re stoked to enter a new adventure with Rekt Brands.

[Pidgeon @Pidgus]

1/ What actually is Trading? A Thread:
Daytrading is one of the most misunderstood professions. Over the coming days/weeks I'l be releasing a boat load of content for FREE that will teach you about trading and technical analysis. If that seems interesting drop me a follow. Now, let's get into it!

[OSF @osf_rekt]

After almost 2 years, we finally got @opensea to correct the supply on the OG @DegenzNFT!

[stefanopomp.eth @stefapomp]

@BigDickBull69 0x626F728899f77D7406C8625562460950c288E9C5

[BDB @BigDickBull69]

Like, retweet, follow + reply with ethereum address.

Fade with extreme caution.

[A̶R̶T̶I̶F̶I̶C̶I̶A̶L̶ SUPER DORK @Dorkholm]

Motivational

[@jackbutcher @jackbutcher]

visualize value account is compromised

2fa hacked somehow

please don't click anything

[Busy Panda @Crypt0Panda]

Comprehensive Guide on the best way to buy alt coins $BONK $RLB etc on Solana for the newcomers on the chain.

1/12

👇👇👇

[Franky the Frog @frankythefrog]

The Pig is preparing for a busy day at his restaurant!

He stopped by the market to get fresh ingredients, but can't seem to remember the last dish.

He will reward those who help him remember with a few Reservation List spots that he swiped from Franky.

Rules below 🐷 👇

[stefanopomp.eth @stefapomp]

One of the cleanest looking 🔥🔥 @evanluza 💀

[🍺 イケハヤ@放置ゲー「月蝕綺譚」開発 @IHayato]

🔥🔥🔥MASSIVE FREEMINT🔥🔥🔥

#CNP , No.1 project in Japan, will hold its largest-ever FREEMINT!

☑ Follow @cnp_en @ihayato
☑ Like and RT
☑ Go Premint!

https://t.co/8De9IiNXiu

There will be thousands of winners🥷🥷🥷

Please spread the word and join us!

[stefanopomp.eth @stefapomp]

Money printer go BLURRRRR. I just received 467.1456 $BLUR from @BLUR_io’s Season 1 drop. Season 2 begins NOW. Start listing and bidding on Blur to get a head start on Season 2 rewards.

[mikemikemike @0xMikeMikeMike]

Sharing a project from me and a few @base64alpha frens.

We’ve taken a different approach to utilizing ordinal tech that 🔥 dev @rodarmor has pioneered.

Instead thinking of ordinals as NFTs, we are treating it as the most secure on chain storage ever!

https://t.co/crYOvsfKGp