Chill (Ξ, Ξ)
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The war talk nuked my Hyperliquid port right before I went traveling.
Was a mistake I made. I know exactly what I did wrong. Expensive lesson.
I’ll be back Monday to win it all back.
🫡
Was a mistake I made. I know exactly what I did wrong. Expensive lesson.
I’ll be back Monday to win it all back.
🫡
The R/R in ICM/Believe Eco projects are massive across the board.
Why? It’s the 2017 ICO Boom all over again.
Many continue to fade Solana as only being a casino. While that has been the case for a while, there are now a tsunami of projects launching with REAL revenue-generating products, REAL teams with REAL-WORLD experience, and REAL disruptive potential.
Projects like $PVS, $KNET, $DUPE, $KLED, $CDB, and others are shining examples of this.
Many are fading this entire ICM narrative. I think that’s the wrong move. Glad it’s not a crowded trade. It’s the perfect mix of fundamentals, meme/community, and culture.
The US is creating regulatory guardrails for on-chain businesses that ENCOURAGE building in this space.
Launchcoin have created guardrails to protect traders/investors and builders. The incentives to build/trade in this niche are better aligned.
Highly credentialed Web 2 builders and entrepreneurs are coming into this space in droves eager to build something great.
Short term price action is noise. Projects with anon devs and building for the sake of building are dead. The next step for this industry is to have real world impact. Some projects are already doing that right now.
Some ICM projects arguably have much better fundamentals than some nine-figure utility projects on ETH.
ICM projects are what ETH utility was supposed to be. This entire narrative is about to explode. Projects using revenue to buy back tokens off the open market will likely send first.
We aren’t wrong to believe in the ICM meta. There’s a lot of value and innovation being created but the broader market doesn’t see it.
But it will. We are simply early.
Why? It’s the 2017 ICO Boom all over again.
Many continue to fade Solana as only being a casino. While that has been the case for a while, there are now a tsunami of projects launching with REAL revenue-generating products, REAL teams with REAL-WORLD experience, and REAL disruptive potential.
Projects like $PVS, $KNET, $DUPE, $KLED, $CDB, and others are shining examples of this.
Many are fading this entire ICM narrative. I think that’s the wrong move. Glad it’s not a crowded trade. It’s the perfect mix of fundamentals, meme/community, and culture.
The US is creating regulatory guardrails for on-chain businesses that ENCOURAGE building in this space.
Launchcoin have created guardrails to protect traders/investors and builders. The incentives to build/trade in this niche are better aligned.
Highly credentialed Web 2 builders and entrepreneurs are coming into this space in droves eager to build something great.
Short term price action is noise. Projects with anon devs and building for the sake of building are dead. The next step for this industry is to have real world impact. Some projects are already doing that right now.
Some ICM projects arguably have much better fundamentals than some nine-figure utility projects on ETH.
ICM projects are what ETH utility was supposed to be. This entire narrative is about to explode. Projects using revenue to buy back tokens off the open market will likely send first.
We aren’t wrong to believe in the ICM meta. There’s a lot of value and innovation being created but the broader market doesn’t see it.
But it will. We are simply early.
My areas of focus moving forward:
→ ICM/Believe eco (active trading)
→ ETH/Base utility (LT holds)
→ Hyperliquid Lev
→ ETH DeFi
→ Memes
Markets look ready. Always good to know where your focus is. This list will get smaller over time.
What are you focused on rn?
→ ICM/Believe eco (active trading)
→ ETH/Base utility (LT holds)
→ Hyperliquid Lev
→ ETH DeFi
→ Memes
Markets look ready. Always good to know where your focus is. This list will get smaller over time.
What are you focused on rn?
X partnered with Polymarket.
Coinbase is in SP 500 on the stock market.
Bank of America launching a stablecoin.
Web 2 builders creating on-chain businesses.
Circle IPO massively successful. Stock surging.
ETH staking ETF in the works. Its run started.
New class of huge buyers entering the market.
Crypto is breaking into the mainstream and entering the sharpest phase of adoption. If you think the top is close, you're wrong.
Extended cycle. The Fed said it best...
Higher for longer.
Coinbase is in SP 500 on the stock market.
Bank of America launching a stablecoin.
Web 2 builders creating on-chain businesses.
Circle IPO massively successful. Stock surging.
ETH staking ETF in the works. Its run started.
New class of huge buyers entering the market.
Crypto is breaking into the mainstream and entering the sharpest phase of adoption. If you think the top is close, you're wrong.
Extended cycle. The Fed said it best...
Higher for longer.
Although markets are pumping, I haven’t really been trading actively.
During the recent downturn and over the last several weeks/months, we have filled our portfolios with solid R/R setups.
We bought the lows. Now we wait for the god candles.
During the recent downturn and over the last several weeks/months, we have filled our portfolios with solid R/R setups.
We bought the lows. Now we wait for the god candles.
Micro-Cap Gems - @ChillTRD X @mynt_josh Feat. @dupe_solana, @reya_xyz, @zeuzdottrade
$House back at max R/R level.
→ Narrative bleeding outside of CT
→ Classic -80% drawdown from ATH
→ Community still pushing the narrative
Analysts, huge names (i.e. Warren Buffet), and other experts are calling for a correction.
Much, much higher as this narrative continues to pick up steam.
→ Narrative bleeding outside of CT
→ Classic -80% drawdown from ATH
→ Community still pushing the narrative
Analysts, huge names (i.e. Warren Buffet), and other experts are calling for a correction.
Much, much higher as this narrative continues to pick up steam.
Time for some parabolas across the board? 👀
Took advantage of today's dips to add to some of the conviction plays. Send it all.
It's time.
It's time.
That $KTA dip got eaten up quick.
RIP to all the sellers.
RIP to all the sellers.
Another thought on an extended cycle.
Institutions, governments, companies, and other larger players are buying up crypto.
Meanwhile, JPMC CEO continues to call Bitcoin and crypto a scam. Aka they are still running the psyops on retail.
Retail isn’t the least bit interested in crypto right now. Especially, after the recent “mini bear market.”
This cycle will “rhyme” with history in that retail will come to buy the top. As it stands, retail isn’t here. They have limited discretionary funds and are too scared to takes risks with the economical uncertainty the US faces.
Tariffs, rising government debt, rising cost of living, and other pressure only increase that fear.
When things clear up and the economy looks “good” again, that’s when retail will jump in.
This will take some time. But by the time they are ready to buy, it will be too late.
They will get caught buying the ultimate top.
Again.
Institutions, governments, companies, and other larger players are buying up crypto.
Meanwhile, JPMC CEO continues to call Bitcoin and crypto a scam. Aka they are still running the psyops on retail.
Retail isn’t the least bit interested in crypto right now. Especially, after the recent “mini bear market.”
This cycle will “rhyme” with history in that retail will come to buy the top. As it stands, retail isn’t here. They have limited discretionary funds and are too scared to takes risks with the economical uncertainty the US faces.
Tariffs, rising government debt, rising cost of living, and other pressure only increase that fear.
When things clear up and the economy looks “good” again, that’s when retail will jump in.
This will take some time. But by the time they are ready to buy, it will be too late.
They will get caught buying the ultimate top.
Again.
Building up your port is a marathon, not a sprint.
Many run themselves into the ground with dreams of 100xs overnight.
In reality, you just need to stack wins consistently over time.
There aren’t many people that can trade these markets. Those of us who can shouldn’t waste the opportunity.
Lock in.
Many run themselves into the ground with dreams of 100xs overnight.
In reality, you just need to stack wins consistently over time.
There aren’t many people that can trade these markets. Those of us who can shouldn’t waste the opportunity.
Lock in.
I love buying undervalued projects on-chain and enjoying the wild rides up.
But don't underestimate the power of low-leverage trading on hyperliquid.
Started trading on here a few weeks ago, and I've made 6-figs already.
No punting trades. Just stacking wins brick by brick.
But don't underestimate the power of low-leverage trading on hyperliquid.
Started trading on here a few weeks ago, and I've made 6-figs already.
No punting trades. Just stacking wins brick by brick.
Micro-Cap Gems - @ChillTRD X @mynt_josh
My top 5 low-cap utility plays on Solana:
→ $PVS | @PVT_Paraverse | $9M MC
→ $KNET | @Kingnet_AI | $10M MC
→ $MAIAR | @maiar_ai | $1M MC
→ $ZEUZ | @zeuzdottrade | $2.5M MC
→ $EZ | @ez1dev | $2M MC
These projects are coming together nicely, have catalysts around the corner, and are poised to become absolute juggernauts.
Slow cooks are the best cooks. Let’s come back to this in a few weeks.
→ $PVS | @PVT_Paraverse | $9M MC
→ $KNET | @Kingnet_AI | $10M MC
→ $MAIAR | @maiar_ai | $1M MC
→ $ZEUZ | @zeuzdottrade | $2.5M MC
→ $EZ | @ez1dev | $2M MC
These projects are coming together nicely, have catalysts around the corner, and are poised to become absolute juggernauts.
Slow cooks are the best cooks. Let’s come back to this in a few weeks.
$ETH has had an identity crisis. But not anymore.
Hundreds of trillions of dollars hunt for yield in TradFi. Bonds are an attractive asset for those looking for yield.
When investors wake up to the fact that their money in bonds is better used else, it could trigger a flow into yield-generating assets. [ $ETH ]
If an $ETH staking ETF gets approved, ETH could fulfill its role as the internet bond. Now institutions can buy an asset that is:
→ SoV
→ Secure
→ Yield-bearing
→ Decentralized
The setup on ETH is incredible.
Consolidate. Explode. Consolidate... 💣
Hundreds of trillions of dollars hunt for yield in TradFi. Bonds are an attractive asset for those looking for yield.
When investors wake up to the fact that their money in bonds is better used else, it could trigger a flow into yield-generating assets. [ $ETH ]
If an $ETH staking ETF gets approved, ETH could fulfill its role as the internet bond. Now institutions can buy an asset that is:
→ SoV
→ Secure
→ Yield-bearing
→ Decentralized
The setup on ETH is incredible.
Consolidate. Explode. Consolidate... 💣
Got some meme exposure today.
$PvE on Solana looks promising.
→ $1.5M MC
→ $20M+ Volume
→ First major 80% retrace
→ Biggest news story of the year
The beef between Trump and Musk will not end here. I am sure we are in for more headlines.
This is going to be covered 24/7 for the next few days/weeks. Feels like good R/R here.
Pnut level mindshare.
Attention skyrocketing.
Price will follow imo.
CA:
8BjQHNfcMzNM36rdk6avoJj3c3CTcDGMU5S26Hhgpump
$PvE on Solana looks promising.
→ $1.5M MC
→ $20M+ Volume
→ First major 80% retrace
→ Biggest news story of the year
The beef between Trump and Musk will not end here. I am sure we are in for more headlines.
This is going to be covered 24/7 for the next few days/weeks. Feels like good R/R here.
Pnut level mindshare.
Attention skyrocketing.
Price will follow imo.
CA:
8BjQHNfcMzNM36rdk6avoJj3c3CTcDGMU5S26Hhgpump
While Trump and Elon fight on Twitter, I buy the community meme and long fartcoin.
Simple.
Simple.
While Trump and Elon crashout on Twitter, I buy the community meme and long fartcoin.
Simple.
Simple.
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