Crypto Nova-1

$ETH at the same price as exactly 3 days ago.

Looking at crypto twitter you would never believe it.

1/ I found a way to earn crypto by literally just… speaking.

Not hyping it. Just tested it myself.

If you’re a native speaker of any language, this is something you should probably know about (it ends pretty soon - June 22).

Here’s the full breakdown 🧵👇

Something that many fail to understand and that I have mentioned before but will repeat again is:

When you invest in the low-cap market it's completely normal that 8 out of 10 of your investments go bust.

EVEN when they tick all the right boxes.

- Proof of product
- Good team
- Strong narrative
- Good social activity / community
- Healthy looking chart
- ...

You literally do it to catch those 2 out of 10 winners in there. Because they will make it all worth your while.

Because of this you NEED to be diversified. You just can't go all into 2-3 plays (especially not if they are lowcaps) and use the argument:

"Yeah but I did my research. I'm 100% certain of this one"

You are raising the odds to succeed here yes but you are still investing in a high risk class asset which are low caps.

You are doing it to catch the next Google, openAI, Amazon, Apple,
... of crypto.

And those will take many failed attempts along the way even when they initially showed promise that they could have been it.

You can play it more safe and stick to large caps only but it'll come at the cost of lower upside.

Just know you need to stick to the rules of risk management with whatever game you yourself chose to play at.

I realized I needed privacy the most when I checked 🟪🟪🟪🟪 and saw others were 🟪🟪🟪🟪 my every move.

They mirrored my 🟪🟪🟪🟪🟪 swaps, traced my wallet to 🟪🟪🟪🟪🟪🟪, and even linked it back to my old 🟪🟪🟪🟪🟪🟪 wallet from 2021.

That’s when it hit me:

In crypto, transparency without 🟪🟪🟪🟪 is exposure.

I see solutions such as @HoudiniSwap (which I use) going mainstream due to this.

Moving in peace is everything.

Meanwhile $ETH still looking like this today 👀

Still got the feeling Bitcoin is more likely to break the highs here and to keep trending in that direction vs locally topping.

If we locally topped, it would have happened already earlier.

There are some scenarios that would make me reevaluate that thesis but none of those have been reached at this very moment.

Staying bullish fam 👌

Majority will only start buying $ETH when it's trading over $5,000.

Likely even higher than that.

Bitcoin dominance taking a good dip today.

Still to early to be calling a true reversal here but keeping track of things.

Ethereum outperformance already happening is good to see though.

Why is so much BTC just sitting idle?

Well for a long time most DeFi routes require wrapping or bridges. Both of these break Bitcoin’s core principles.

Does it always has to be like that? Actually no.

@build_on_bob (Bob) is a hybrid L2 that lets you earn real yield on real BTC

There's no wrapping and no custody trade-offs involved.

The blurb:

BOB fuses the strengths of Bitcoin and Ethereum.

- BTC provides security and value

- ETH handles smart contracts + liquidity

BOB is the layer that makes them work together.

It’s not a bridge. It’s a trust-minimized system using atomic swaps + threshold sigs.

The testnet’s already live (Aurelia), and it feels like BOB is actually solving the “Bitcoin in DeFi” dilemma.

Not by replacing BTC, but by respecting it (Real BTC. Real yield. Real custody)

Game-changer? 👀

$S

Might not be to bad of a spot to make a bid here.

Price at historical support that has always served as a strong area for a rebound.

Season 2 airdrop also kicking off soon (helped push up price in the past due to the increase in incentives).

A couple of projects building on #Sonic that ended up being bangers (often healthy confluence between ecosystem and native coin).

Up soon? 👀

Platform called Infinity Ground is probably one of the most practical Web3 creation tools I’ve seen.

(It lets you actually build, customize, and launch ideas with no coding headaches required)

For more context:

https://t.co/yLQ1iWCb34 brings a whole new level of flexibility with its cloud-based, decentralized Intelligent Development Environment (#AgenticIDE).

It allows you to build, remix, and deploy AI-powered Web3 apps just by describing what you want in plain English.

When I tried it myself, it's pretty crazy how natural the whole process felt. Just to give you guys an example:

There is currently a trending meme token @Caila_AI launched by @Four_meme_.

I just typed: "Make a game where users enter $CA meme tokens into 1v1 battles and the community vote who wins" in Agentic IDE.

The best part? You can really make it your own:

- Swapped out the default assets for my own graphics and CA branding

- Edited the UI directly in the browser with no setup

- Used the Supabase integration to handle live votes and track the top winners

- Even added a section where users can upload their own memes for extra degen fun

Another tip for those interested:

@infinityg_ai also has some ongoing Galxe quests. Minting their OAT might grant something.

https://t.co/LPv2ShwYtv

It basically feels less like coding, more like remixing and launching your own culture playground.

Just to share:

Here’s my prompt + screenshot of building web3 app in action 👇

Can $ETH really do it? Likely so

Quality above quantity 👌

Doing a small shout-out to many friends I think are worth the follow and I connected with.

(Not nearly going to be able to share everyone this time as I heard X might flag or suspends you if you tag to many people)

Here's the list:

@evancrypt
@0xMughal
@el_crypto_prof
@crypthoem
@Defi_Warhol
@stacy_muur
@Louround_
@splinter0n
@SebastianWols17
@CryptoErwinNL
@RvCrypto

Again, might do another round in the future as out of the top of my head there are so many more I could recommend to level up your feed (but limiting out today out of precaution)

The others that read this:

I didn't forget you ❤️

We gotta be realistic about the fact that an altseason will only come when both of the following 2 scenarios happen:

1️⃣ Bitcoin dominance comes down = big and real altseason

2️⃣ Bitcoin breaking $110k with confidence = small altseason

Alts can still run without bitcoin dominance going down. But we need a strong rising Bitcoin for that (see Q1 2024 and Q4 2024).

The ideal scenario is still bitcoin dominance going down though as this highlights OUTPERFORMANCE in alts and is the bigger and better altrun of both scenarios.

If scenario 1 and 2 happen at the same time (doesn't happen often though) then things truly go bananas.

While I personally never liked the guy and question his merit to this industry.

It's a good reminder that "success and riches" doesn't always translate to a happy ending.

Despite the origin of how he got it, he was probably one of the richest individuals in crypto which is now in jail.

Driving Ferraris, owned a big mansion, loving family and one of the biggest YouTube and Twitter channels in this space (over a million subs).

You would think he has it all right? What more could he want/need?

Yet cheated on his wife, heavy drug abuse, becoming mentally unstable and now in jail.

Is this the dark side of gaining fame and money? The downfall of success?

This post main intent isn't to bring shade to the guy (despite not liking him I never wish further harm to anyone).

But just something to serve as a reminder I think that no matter how far we reach in life, we can always fall back down if we're not careful.

I think even he would agree his life in jail right now isn't better than when he had it all.

$GRAY

One of the few fresh new low caps I actually like.

Usually trying to be a bit more careful with scouting new plays and waiting it out a few days untill it can claim a decent market cap and good looking chart.

Things I really like:

- Friends vouching for it
- Slow and steady (Uptrend)
- Actually innovative tech
- Good market cap entry (not dangerously low anymore but still huge upside)

Essentially @useGradient is an offline AMM that enables you to trade without price impact.

If that still sounds chinese to you:

Everytime we trade on a dex (especially low caps) we usually lose a lot of money on price impact. We get less than we paid for basically.

GRAY's Coordinated Order Routing Engine solves this partially by fulfilling orders offline and offer deeper liquidity and zero price impact.

Anyways, you get the idea and you might get now why I actually like it out of most stuff launching today (because it might actually get used a lot).

Higher 👌

Been a while since we had a new chain that was all the rage of the moment and even kickstarted a whole local new narrative/altseason.

First time $ETH tokens became a thing it was insane.

But then also $BNB chain followed.

$FTM (rebranded to $S today) and their godly yield farms.

$MATIC and a few more...

Each of those itself created a whole new run on its own ecosystem lasting for many months and good times in the market.

Remember $ARB? It launched in the middle of a bear market but if you were early and only stuck to that particular ecosystem you wouldn't even know it was a bear market at all.

We have a few new chains capturing the attention today (like $SUI or $BERA) but they didn't create a whole new narrative (yet) when the whole market couldn't ignore it anymore.

When is the next arriving? 👀

Whether we like it or not, the past few years and this cycle, altcoins have only been able to run when Bitcoin has been smashing new highs rapidly.

Not when it's been dropping, not when it has been ranging and not when it has been reclaiming a prior local high.

ONLY when it has confidentially broke prior local highs and surged above and beyond.

What does that mean today?

That again, whether we like it or not, alts will only get decent exposure once Bitcoin breaks above $110k WITH CONFIDENCE (not small and shallow breaks).

Does it always have to be that way? No, something needs to change (significant narratives or catalysts like risk-on season with QE or other factors).

When it does it can switch up the current model like we have done before in the past.

But right now this is the way it is for alts.

If there's ever a good level where alts should be bouncing, it's here.

Fingers crossed 🤞

We've almost forgotten how it feels like when Bitcoin dominance goes down.

And ever since a few years ago dominance has continued to soar higher and break any resistance along the way.

However, we are not that far of from a multi-year tested resistance level that hasn't failed yet to this day.

Will the market frontrun it? Or only drop at the exact obvious?