the best way to ‘prepare’ for a manic crypto bullrun is to simply stop lighting your money on fire in the meantime
many are convincing themselves they’re “locked in” and “in the trenches” when really it’s just a gambling addiction under the guise of ‘potentially generational opportunities’
when (actual) no-brainer plays arrive you will feel silly not to take them; unironically your entire timeline/groupchats will talk discuss it.
it will be difficult for it to not eat away at your mind everyday — the crowd is always relatively early to the things that actually manage to run hard*
meanwhile you’re probably not going to make it via buying the 17,000th iteration of a cat coin
hope this helps.
😂
Not sure why you crave my attention so much…. I can only think it has to do with your deep insecurity & my consistent running ⭕️’s around you for years.
You should watch my long form convos , so you better understand my views instead of randomly popping in every 3 months with some lazy uniformed comment.
But because you need spoon feeding here you go:
In December I stated a slowdown in Q2 & QE is what the admin wanted. That is why they were likely to push the market down. I called for the Feb-March OpEx cycle decline and a steep rally starting in April that likely failed somewhere below all time highs.
We were bullish all last year for over 20% of the rally. We called for the summer of George last year from early May to late July and the pivoted to long vol At July Vixperation.
Your 2 dimensional thinking had you bearish all year. No nuance. No pivots. Just short all the way up.
When the admin didn’t get the QE they wanted, they pivoted in full at the bottom. The budget changed in congress. The tariffs went on pause. And Elon was cut loose from the administration. The recession call was wrong because it didn’t foresee the speed of the admin pivot. But the reality is we got a big negative Q1 GDP print and a liquidity response equivalent to QE from the admin.
When the rally turned, like I called it would in April, you once again rode my coattail, turning late . But Not going long like us, but instead stating with a milketoast ‘flattening here’
You then turned short early again riding it up for more losses. More stubborn 2 dimensional thinking.
After a rally into my 5700-6000 range. a month ago I said publicly that we were looking for shorts again in that range for potential stair steps down. But that if it didn’t happen by end of month we would need to give up on the short for a few months, due to overwhelming vol supply. Only to be revisited in August.
We chopped and chopped, despite quite a few 2 sided opportunities, due to overwhelming vol supply…But, like we telegraphed a month ago, and have insinuated was likely coming, we have now pivoted to a ‘summer of George’. 2 month vol compression track. Same thing as last year until Aug 1. This is not necessarily bullish. Just choppy and vol compressing.
The 1 year view is still intact. -35-50% peak to trough by June 2026 with some coming later this year, but most likely coming early next year.
And yes I think this admin is intent to extend their presidency to a 3rd term, as they have publicly said they are. I have reliable info that says this is already being discussed. And martial law is their preferred To remind you, they already showed a willingness to go to great lengths to stay in office…
So yup all time frames and ‘bases’ covered.
This is the problem with your approach. Dogmatic 2 dimensional thinking. All arrows must be down or all arrows must be up. That’s not how the world works. Be water.
I’m happy to explain it all to you in more excruciating detail in person, if you would like a conversation. But I’m guessing you don’t want that. You just want engagement.
Strong regimes create bad habits for subsequent regimes
Trending markets reward aggressive entries, longer holding periods, conservative profit-taking
Those same tools will ruin you in ranging markets
Paper hands & round trips - two sides of the same trade management coin