⚡ RECAP: Analysts are forecasting a prediction market boom as revenues surge and AI agents pile into fast-moving markets.
Here’s this week’s scoop.🧵
1/7
In my opinion, we're about to exit the anger phase, into "Depression".
My best guess is that "Depression" plays out over the summer, before we have another leg up in Q3/Q4.
Not what you may want to hear, but just telling things how I see them based on macro/PA/sentiment.
Feeling jaded.
But still putting the work in everyday as there are always new opportunities to be found.
One of those periods where it's not easy mentally to stay motivated, but we keep on going.
Discipline > motivation.
Estoy preparando un Notion con el contenido imprescindible para que cualquier persona pase de 0 a 100 en crypto.
▫️ Análisis de Proyectos
▫️Gestión del Riesgo
▫️ Psicología
▫️ Herramientas Trading
Y mucho más.
¿Tenéis ganas de qué lo lance? 😉
🚨 El siguiente airdrop 🪂 en SUI acaba de habilitar una nueva campaña en galxe.
Si te preguntas si vale la pena, la respuesta es sí, ¡y recomendamos hacer también las otras 3 campañas! 👀
En este hilo te explicamos cómo completar la campaña de Galxe de manera rápida y efectiva. 🧵👇🏻
"Why is sentiment so bad when $BTC is above $100k?!"
1. Most people hold alts, and the majority (with the exception of AI/some utility/RWA) have underperformed BTC.
2. The constant "alt season" fakeouts are increasing skepticism, and the longer this goes on the less people believe (time vs price based capitulation).
3. There are so many rotations, and unless you're spending hours per day in the space it's almost impossible to keep up with (nor should you feel obligated to - but FOMO is a killer in this industry).
4. Post-inauguration there's no "North Star" for participants to cling onto (this could change at any moment, of course). FOMC is also in 6 days which will shake things up again (for better or worse).
5. (This one is a bit more outlandish - but interesting to consider): I think the rapid development of AI has introduce a time-based FOMO we've never seen before (due to how it will radicalise the labour industry) - and people have a right to be concerned (I think about it almost daily). Time pressure leads to more reliance on external sources (i.e. crypto) to "make it" - and the longer people don't "make it", the more anxiety builds.
There are other reasons too (lack of clear macro direction, reliance on the 4-year cycle theory etc.) but I think these are some of the main ones.
The good news is, there is still a ridiculous amount of opportunity in this market and as we know, things can turn at any moment (look at the last 2 weeks - we've been oscillating from despair to excitement weekly on this app), and a few days of positive price action seems to wipe the memories of most. Just have to stay in the game (do whatever you need to not to get shaken out - even if it means stepping away for a bit).