Cactus

value investor - early ETH maxi

[Cactus @thecryptocactus]

golden age

[Cactus @thecryptocactus]

probably 45k $BTC and sub $1k ethereum:native

a good place to get interested in crypto again

[Cactus @thecryptocactus]

@cryptoaladeen The best in the game

[Cactus @thecryptocactus]

@TrustlessState @RichLassiterMD Near 🤣

[Cactus @thecryptocactus]

@CryptoMikli 40? 40?

Absolutely no chance

More like straight line to 4000 maybe

[Cactus @thecryptocactus]

@PostyXBT honestly looks worse than ever :(

[Cactus @thecryptocactus]

@blknoiz06 Great stock

[Cactus @thecryptocactus]

@cousincrypt0 It’s ok

It’s only like 10 assets making new ATHs

Most assets still down massively

[Cactus @thecryptocactus]

@sedonaroxx Been that way since 2024 my brother

Crypto gains are very limited now we have achieved mass adoption.

Can still comfortably hold BTC and ETH but alt coins outside of that are dead have even for over a year.

[Cactus @thecryptocactus]

S&P500 being dragged up by AI infra + hyperscaler's

It might look as though the stock market is at ATH's and you are missing out but its not really the case.

+60% of the US market is actually down double digits.

rotation will happen eventually, seeing some deep value

[Cactus @thecryptocactus]

@CultureCrave Terrible show

[Cactus @thecryptocactus]

@crypto_bitlord7 Only major difference is the virality is super low, to catch you need to in a confined space for a long period of time.

So easy to main a outbreak with hana

[Cactus @thecryptocactus]

@Innerdevcrypto Copper is something in watching very closely, I absolutely love this trade over the next decade+

[Cactus @thecryptocactus]

@SydSteyerhart You must be new here

[Cactus @thecryptocactus]

@PostyXBT Just wack the cash in next time the US president does something stupid and stocks nuke 30%.

[Cactus @thecryptocactus]

@Jackkk was*

[Cactus @thecryptocactus]

@itsjustcornbro @CL207 yes, profit is pretty much irrelevant with AI and robotics

[Cactus @thecryptocactus]

@itsjustcornbro @CL207 AI isn’t a bubble though.

Bubbles don’t generate absurd revenue from spend like this.

This is something we haven’t experienced before

[Cactus @thecryptocactus]

@Yieldos_app @marc02200 Well that’s not true

[Cactus @thecryptocactus]

Crypto value; $BTC, $ETH, USD(stables), $HYPE, $ZEC. That’s it.

Tech value; $GOOG, $META, $AMZN, $AVGO, $SOFI, $MSFT, $SAP

AI value; $AMD, $CRWD, $CRWV, $TSM, $NVDA, $NOW, $AVGO

China value; $BABA, $TCEHY, $XPEV, $BYDDY, $BIDU

Thanks for reading, stay safe.

[Cactus @thecryptocactus]

Thoughts on crypto, emerging tech and macro markets;

Back in 2017-2021 being in crypto was both purposeful and filled with opportunity.

Opening people’s eyes to this new emerging tech was massively rewarding in terms of price action, the upside was astronomical.

CT had the singular goal of pushing crypto mainstream…

[Cactus @thecryptocactus]

To be heavily “risk-on” moving forward and in the years to come, crypto is likely not the play for substantial growth.

I would weight like 30% crypto, and rest AI and robotics if you want to extract value.

Below will share some of my picks moving forward;