Gold-1
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I’m really surprised there’s been no low cap dead projects announcing an SBR yet
Announce SBR > become relevant again
Announce SBR > become relevant again
We quite literally cannot go 48 hours without some random dog shit happening 😭
This is the sort of thing that will take time for the market to digest, and events evolve over time… Brand new headlines will affect the market acutely. Irans inevitable response will drop us again
The silver lining is that this isn’t an all out war (yet)
This is the sort of thing that will take time for the market to digest, and events evolve over time… Brand new headlines will affect the market acutely. Irans inevitable response will drop us again
The silver lining is that this isn’t an all out war (yet)
Narratives currently heating up:
- SOL etf + SOL staking tokens going into July
staking tokens looks to have most to gain comparatively to solana
- RWA
Institutional interest for real world assets are growing day by day and it won't slow down. I've been vocal about my belief that RWA will be the biggest sector for growth in 2025. institutional led bull market = institutional led narratives
- Stablecoins
This kind of ties in with rwa. I think they both work hand in hand. Big interest for stablecoins in the US. It's also in the US best interest to adopt stablecoins (leads to more buyers of USD)
- SOL etf + SOL staking tokens going into July
staking tokens looks to have most to gain comparatively to solana
- RWA
Institutional interest for real world assets are growing day by day and it won't slow down. I've been vocal about my belief that RWA will be the biggest sector for growth in 2025. institutional led bull market = institutional led narratives
- Stablecoins
This kind of ties in with rwa. I think they both work hand in hand. Big interest for stablecoins in the US. It's also in the US best interest to adopt stablecoins (leads to more buyers of USD)
We will never again have an altcoin season like we did in 2021 or 2017
If you are waiting for this to happen to make some money then you should start sending out your CV today
have a nice day
If you are waiting for this to happen to make some money then you should start sending out your CV today
have a nice day
TP’d 2 longs:
$GRASS - $63k (yesterday)
$ETH - $42k (today)
I had to stick to my plan. I took both of these as a short term trade.
GRASS ended up being a 1 week hold and several round trips in between (added because I believed in more upside). But it’s a bit of a pain in the ass to trade
ETH I took on Friday, I was wanting to let it play out longer but decided to close today… I’ve been burnt several times in ETH
I’m still in one RWA play, but I believe it has potential for much higher and will not exit that for the foreseeable future
$GRASS - $63k (yesterday)
$ETH - $42k (today)
I had to stick to my plan. I took both of these as a short term trade.
GRASS ended up being a 1 week hold and several round trips in between (added because I believed in more upside). But it’s a bit of a pain in the ass to trade
ETH I took on Friday, I was wanting to let it play out longer but decided to close today… I’ve been burnt several times in ETH
I’m still in one RWA play, but I believe it has potential for much higher and will not exit that for the foreseeable future
Remember: Don't let weekend price action cause you to make any emotional trading decisions
Position update:
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $2417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $2417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
Position update:
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $1417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $1417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
All I can say is I'm very glad I've been taking consistent profits out of crypto
The digitisation of ALL assets is the future. It's just a matter of time. The ball is set in motion... In fact it's already happening
The greatest part about this is that the list of RWA tokens listed on major exchanges can be counted on one hand.
People are sleeping on this right now because they want to buy once things are already up 10x. The majority don't see it as interesting just yet... But they will
The greatest part about this is that the list of RWA tokens listed on major exchanges can be counted on one hand.
People are sleeping on this right now because they want to buy once things are already up 10x. The majority don't see it as interesting just yet... But they will
Memes are absolutely getting beaten down despite BTC holding at 105k
Something to note is the strength in utility tokens. Very strong
Something to note is the strength in utility tokens. Very strong
The pumpfun token and the fact they didn’t opt for an airdrop probably killed onchain for a really long time
Also, the only reason Solana did so well the last 2 years was because of pumpfun, and now without the need for their token as the base asset for buying and selling… who else is buying it?
I think there’s a great chance that this could cause a rotation back to CEX utility tokens in a big way.
Utility has been neglected for such a long time, this would be the true ‘easy mode’ people have been waiting for…
Also, the only reason Solana did so well the last 2 years was because of pumpfun, and now without the need for their token as the base asset for buying and selling… who else is buying it?
I think there’s a great chance that this could cause a rotation back to CEX utility tokens in a big way.
Utility has been neglected for such a long time, this would be the true ‘easy mode’ people have been waiting for…
Wrapping up the month of May here since I don't really have a read on the market here. Pretty happy with how I played things, as always there is room for improvement. The goal posts always shift and as humans we fail all the time.
These are Binance and Bybit Futures which ended up totally +$440k USD for the month.
I aim for consistency every month, and in regard to this I have nailed it. I haven't had a losing month since end of summer last year up until now. I also haven't had multi million dollar month (in 2025) but I have consistently brought on a few hundred k each month.. Just slowly chipping away until we get the true alt run we dream of.
I ramped up risk and flipped bias as soon as I saw the strength BTC had in low 90's. I was definitely late to the party, as I was bearish for the first week of May. What saved me was going hard when I realised things were changing.
What I could've done better:
Overtrading.. this is a very common trend in alot of the monthly PnL summaries I do. I go hard and then fail to take the foot off the accelerator when things begin to slow again.
Taking pointless 'half baked' trades. Stuff I don't fully believe in but just think 'I'll buy because what if it does well'. More often than not this doesn't work out. My most confident trades often run the hardest (SYRUP being a major one in May)
Anyway, still alot to learn on this journey. But each month slowly getting better at what I do.
Let's hope June is a good one. Goodluck guys
These are Binance and Bybit Futures which ended up totally +$440k USD for the month.
I aim for consistency every month, and in regard to this I have nailed it. I haven't had a losing month since end of summer last year up until now. I also haven't had multi million dollar month (in 2025) but I have consistently brought on a few hundred k each month.. Just slowly chipping away until we get the true alt run we dream of.
I ramped up risk and flipped bias as soon as I saw the strength BTC had in low 90's. I was definitely late to the party, as I was bearish for the first week of May. What saved me was going hard when I realised things were changing.
What I could've done better:
Overtrading.. this is a very common trend in alot of the monthly PnL summaries I do. I go hard and then fail to take the foot off the accelerator when things begin to slow again.
Taking pointless 'half baked' trades. Stuff I don't fully believe in but just think 'I'll buy because what if it does well'. More often than not this doesn't work out. My most confident trades often run the hardest (SYRUP being a major one in May)
Anyway, still alot to learn on this journey. But each month slowly getting better at what I do.
Let's hope June is a good one. Goodluck guys
Wrapping up the month of May here since I don't really have a read on the market here. Pretty happy with how I played things, as always there is room for improvement. The goal posts always shift and as humans we fail all the time.
These are Binance and Bybit Futures which ended up totally +$440k USD for the month.
I aim for consistency every month, and in regards to this I have nailed it. I haven't had a losing month since end of summer last year up until now. I also haven't had multi million dollar month (in 2025) but I have consistently brought on a few hundred k each month.. Just slowly chipping away until we get the true alt run we dream of.
I ramped up risk and flipped bias as soon as I saw the strength BTC had in low 90's. I was definitely late to the party, as I was bearish for the first week of May. What saved me was going hard when I realised things were changing.
What I could've done better:
Overtrading.. this is a very common trend in alot of the monthly PnL summaries I do. I go hard and then fail to take the foot off the accelerator when things begin to slow again.
Taking pointless 'half baked' trades. Stuff I don't fully believe in but just think 'I'll buy because what if it does well'. More often than not this doesn't work out. My most confident trades often run the hardest (SYRUP being a major one in May)
Anyway, still alot to learn on this journey. But each month slowly getting better at what I do.
Let's hope June is a good one. Goodluck guys
These are Binance and Bybit Futures which ended up totally +$440k USD for the month.
I aim for consistency every month, and in regards to this I have nailed it. I haven't had a losing month since end of summer last year up until now. I also haven't had multi million dollar month (in 2025) but I have consistently brought on a few hundred k each month.. Just slowly chipping away until we get the true alt run we dream of.
I ramped up risk and flipped bias as soon as I saw the strength BTC had in low 90's. I was definitely late to the party, as I was bearish for the first week of May. What saved me was going hard when I realised things were changing.
What I could've done better:
Overtrading.. this is a very common trend in alot of the monthly PnL summaries I do. I go hard and then fail to take the foot off the accelerator when things begin to slow again.
Taking pointless 'half baked' trades. Stuff I don't fully believe in but just think 'I'll buy because what if it does well'. More often than not this doesn't work out. My most confident trades often run the hardest (SYRUP being a major one in May)
Anyway, still alot to learn on this journey. But each month slowly getting better at what I do.
Let's hope June is a good one. Goodluck guys
The first thing I do in the morning is listen to particular people on youtube
None of the information is actionable, but it helps me get in tune with the market each day. Even if I disagree with what these guys say I take it on board.
Other people can often see things you don't..
These are the guys I watch very regularly:
@IvanOnTech
@KrownCryptoCave
@jasonpizzino
@PizzinoMichael
@santimentfeed
@TheCryptoLark
@BobLoukas (on BitcoinLive)
@elliotrades
@crypto_banter / @cryptomanran
@NuggetsNewsAU / @AlexSaundersAU
@intocryptoverse
None of the information is actionable, but it helps me get in tune with the market each day. Even if I disagree with what these guys say I take it on board.
Other people can often see things you don't..
These are the guys I watch very regularly:
@IvanOnTech
@KrownCryptoCave
@jasonpizzino
@PizzinoMichael
@santimentfeed
@TheCryptoLark
@BobLoukas (on BitcoinLive)
@elliotrades
@crypto_banter / @cryptomanran
@NuggetsNewsAU / @AlexSaundersAU
@intocryptoverse
I haven't ever felt this unsure what to bid in a long time. There's just no clear narrative, no clear winners and the alt/btc disparity is growing everyday. There's nothing I feel super confident in.
Yes I do like RWA alot, but its more of an abstract idea with no clear timing or runway. It's the only thing I can think of that's interesting right now.
I bidded moodeng and mog yesterday but closed them for $60k profit. I had a horrible sleep last night trying to monitor these and it just goes to show subconsciously how little faith I have in the market.
Yes I do like RWA alot, but its more of an abstract idea with no clear timing or runway. It's the only thing I can think of that's interesting right now.
I bidded moodeng and mog yesterday but closed them for $60k profit. I had a horrible sleep last night trying to monitor these and it just goes to show subconsciously how little faith I have in the market.
I think it’s almost go time for alts, start picking your favourites
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