@bungarsargon It’s unlikely there will ever be a deal with any staying power. This “deal” is likely just a pause to re-tool, get through midterms, get gas prices back down until the next chapter begins when Iran inevitably breaks their end of the bargain.
@TaviCosta@dailydirtnap Yeah and good reason to believe this inflation flare up is actually transitory because we didn’t add 30% to the base money supply.
@bungarsargon I think you’re reading too much into it. They’re l selling the American people on this lousy deal they made that Israel no doubt did not like. Yet with no other choices it’s better than letting your economy erode for the same deal months or years down the line.
@saylor Okay with the dilution as it’s lowering cost basis for btc and getting confidence in Strc restored. Should see a dividend raise to get Strc back to par so btc accumulation can continue thru just Strc buys.
$btc treasury companies to lead the way up. $Sata getting back to par, $strc lagging but will get there. Btc buys can continue from there. As these instruments get more battle tested we should see continued liquidity flow over. Dipping well below par shouldn’t continue to happen.
@AdamBLiv Stinks at the moment for the shareholders and those who bought mstr leaps. They need market to know Strc dividend is safe so it can get back to par for more btc buys. Saylor using that cash reserve to buy back debt was regrettable imo. He should know for the future now.
@coinbureau Correct my doctors office said they were backing up the truck to buy the dip. Insurance agent also said he is using premiums to buy moar corn for his clients.
Trying to catch the exact bottom is how retail stays poor.
$BTC dumped hard, alts bled twice as much. Apathy deeper than the January lows.
The cycles warned us early. ~3 months of bear left if so - painful, boring, fake rebounds on repeat.
But this is exactly when the best altcoins fall back to prices euphoria erased.
I'm not catching knives. I'm filling a basket.
7 alts I'm buying on discount:
1. @CantonNetwork ($CC) - Institutions are already using Canton, not just “watching” it. It generated serious fees recently and sits directly in the RWA / tokenized finance trend. If this sector keeps growing, $CC is one of the names that can benefit first.
2. @chainlink ($LINK) - Chainlink is not exciting, but it is hard to remove from the institutional crypto stack. RWA projects need oracles, reserves data, CCIP and price feeds. If tokenized assets keep expanding, $LINK keeps getting pulled into that flow.
3. @Mantle_Official ($MNT) - Mantle is backed by Bybit, has a huge treasury and keeps expanding into the main directions of crypto: ETH yield, tokenized assets, banking, and ecosystem products. It dumped with the market, but the structure behind it didn’t disappear.
4. @opentensor ($TAO) - AI is not going away because prices dumped. Bittensor has subnets generating revenue, signing customers and building real AI infrastructure. If AI rotation comes back, $TAO is still one of the first names people look at.
5. @aave ($AAVE) - Aave is one of the few DeFi protocols that actually works as a business. People borrow, lend, pay interest, and the protocol keeps making money in every market. That’s the kind of asset I’d rather buy when everyone is scared.
6. @AskVenice ($VVV) - Venice is not just another AI token. Alibaba Cloud is using Venice models for its AI product push, which means a multi-billion dollar Chinese company is actually touching the tech. That makes $VVV more interesting than most AI coins.
7. @HyperliquidX ($HYPE) - Hyperliquid almost flipped Solana in valuation and became one of the strongest products in crypto. It has real users, massive volume, and huge revenue. If the market recovers, $HYPE is hard to ignore.
A casual investor friend asked me about the Space X IPO this weekend. Lots of hype around this and those flows will rotate back to bitcoin:native, gold, and software tech.
@RaoulGMI For the time being liquidity is after hard tech stocks, semis and such as well as the anthoprotic and spacex ipos. Crypto should see better flows in time.
@crypto_condom@Trader_XO The supply chain AI trade is overbought and unsustainable. We’re chasing otc euro stocks now while software tech is oversold and more correlated to bitcoin historically.
bitcoin:native It’s been retail, spec, momo trader frenzy with the AI supply chain trade. Late innings in that trade, profit taking to occur soon. Should see rotation back to bitcoin, tech software, and gold in the coming months and into year end.
@martypartymusic@wintermute_t It’s been retail, spec, momo trader frenzy with the AI supply chain trade. Late innings in that trade. Should see rotation back to bitcoin, crypto, software, and gold in the coming months.