Gut Capital

[Gut Capital @thegutcap]

$POD is plodding up nicely

Pretty quiet on timeline

Higher

[Gut Capital @thegutcap]

$POD

You gonna give us an entry or what?

[Gut Capital @thegutcap]

Identify trends, identify semi serious ponzis, punt, research real tradfi products within those lasting trends… use profits of ponzis to buy stocks.

Repeat

[Kyle @zeroxkyle]

What did the crypto crowd get right?

- Questioned monetary system (BTC)
- Questioned centralization (DeFi)
- Realized hypergamblification was coming (Perps)
- Realized GPU rentals back in the day (RNDR, etc.)

The crypto side of Twitter also generally discovers trends first. Peptides, Looksmaxxing, etc.

[Gut Capital @thegutcap]

Absolute dream scenario for the rapists.

All large accounts pushing the cycle of social trading.

The grift is now championed and the exit liquidity are championing their captors.

The edge will be doing the opposite. Deeper research, longer hold time of very select coins

[Gut Capital @thegutcap]

@blknoiz06 Marketing, not trading. Get a big following so you have distribution to offload ponzis onto. Always been the case but now it’s celebrated. We all have to adapt but now it’s the norm with 72h hold time at the very best.

[Gut Capital @thegutcap]

As ever, very few will win if this is correct.
Fewer than previous cycles.
Extractors and casinos will win.
Long enough time horizon most lose even after winning.
Said casino infrastructure will offer path to capture degeneracy if below is true.
Still think ceilings are capped

[Ansem 🐂🀄️ @blknoiz06]

we're entering the greatest era in human history for making money on the internet

devs equipped with ai to ship apps at lightspeed

traders only need an iphone & an internet connection to trade anything & everything that moves

creators w/ immediate distro through social media

[Gut Capital @thegutcap]

Don't RWA projects need strict licencing or at least a modicum of corporate track history and strong leadership with banking background or something akin to it?
RWA is an expensive, difficult field to penetrate.
Anyone saying otherwise is chatting sh1t.

[Dont say my name @stillnez216]

This is one of the biggest financial scams in history.

[Jesse Livermore @Jesse_Livermore]

Hard to even process -- a president selling market-moving information to banks and wealthy investors in advance of everyone else, and personally pocketing hundreds of millions of dollars from it. This alone is more worthy of impeachment than 100 Watergate cover-ups.

[Gut Capital @thegutcap]

Hard for coins to truly run
Constant vamps, same few FOMO traders aping large amounts into tiny mc coins, followers copy, narratives get exhasuted, everything tracks to zero faster, same traders make money, same people lose money.
Learn to escape the clutches of your captors

[Gut Capital @thegutcap]

Thank you

Accumulating

[Gut Capital @thegutcap]

$POD

You gonna give us an entry or what?

[Gut Capital @thegutcap]

@lookonchain On a level playing field they can't trade
Hence the pump and dump schemes

[Gut Capital @thegutcap]

At this stage you need to ignore 99.9% of the crap shilled unless youre fast, disciplined and understanding that follower count of a shiller is purely a distribution channel.
Always has been the case in crypto but these days it's nuclear.

[Gut Capital @thegutcap]

There are so few newish projects you can hold and sleep on.
Even the supposedly fundamentally strong coins shilled every day by popular research backed KOLs last less than 48 hours.
20k follower accounts shilling new sub $2m ponzis every day and this is the new normal.

[Gut Capital @thegutcap]

@game_for_one Big time, he knows what he's doing and he does it very well

[Gut Capital @thegutcap]

Oil rising, Tradfi looking not great. BTC a bit jittery and hyper rotation in the trenches.

Caution advisable imo.

[Gut Capital @thegutcap]

Execution is everything in this environment

The more you rotate, the more execution becomes important and the less forgiving it becomes.

Ie chasing and getting chopped up especially when fundamentals are lacking.

[Gut Capital @thegutcap]

Will a TACO come in time?

[Gut Capital @thegutcap]

Oil rising, Tradfi looking not great. BTC a bit jittery and hyper rotation in the trenches.

Caution advisable imo.

[Gut Capital @thegutcap]

Wrong... nauseating market lol

[Gut Capital @thegutcap]

Hatred for Base rages on but...

$SURPLUS 👀

BO, retest, time to go, finally?

[Gut Capital @thegutcap]

$SURPLUS still looks okay. Attention isnt here but holding up against liquidity flows is a positive sign.