thedefivillain

I have been mostly sidelined on LAUNCHCOIN till now but this looks good, slowly creeping up from $100M to $200M and still a very low mcap given its high mindshare

Bought some

It also looks like a good you can usually add to with limit orders given how it moves up

Why is $ETH OI at all time ffs

ETH pumping is the best bull case for altcoins

$AXL annual funding rate 😭

I still haven't found an evergreen way to express the long $BTC / short altcoins trade without taking the risk of a substantial drawdown on these moves

There is no reason for $MSTR to be in the Mag7 one day

Its average daily trading volume is already close to Mag7 stocks while being much lower in size

$BTC made a new ATH 2 weeks ago, then all the people that got excited there and flipped long altcoins got punished

Then BTC has been unable to break below $100k (but it got rid of James Wynn)

4 days later we're almost back at ATH

This looks like strength if you ask me

$XRP probably topped forever

These "new coin" charts are quite sad

Have you guys seen the $BTC OI increase ?

What's going on here

Who is buying $CRCL at $136 ? 🤣

High FDV low float stock

The 2022 wipeout left the crypto market deeply traumatized by excessive leverage, which is why CT has been calling for the BTC treasury playbook "top" while it's just begun

The structure of the debt is very different from 2021, the risks are much lower

And $BTC is going higher

Is Lagrange $LA worth $1bn FDV ?

I am not so sure...

$SAROS looks a lot like $OM when it was in up only mode

One day it will collapse -70%

Saylor is providing the best product in each asset class, all made possible by BTC's returns (and volatility) :

- Best-performing convertible bonds
- Best-performing investment grade bonds (STRF)
- Best-performing junk bond (STRD)
- Best-performing convertible preferred stock (STRK)
- Best-performing equity ?

This will force everyone, whether they like it or not, to invest in these products to keep up with their benchmark, and all of this money gets recycled into $BTC

Brother your favorite coin is still down -90% from its ATH, why are you talking about "the remainder of the bull market" lmao?

Last chance to buy $SPX below $1.2

Don’t fade the guy pulling overtime on TikTok to convert the masses to his cult.

Recap of the past 2 weeks in crypto :

- $BTC reached a new ATH at $112k, then momentum died down, and BTC bottomed locally at $100.4k after the Elon-Trump conflict

- "BTC for Corporations" narrative heating up : $DJT buying $2.5bn, $GME bought $500M, Metaplanet and ALTBG keep buying, Saylor launched new STRD preferred stock

- $HYPE reached $40bn FDV in late May, 2x in a month with barely any dip

- $TRUMP dinner on May 22 resulted in an expected news-selling.

- Cetus got hacked for $220M on Sui, but $180M have been frozen and all losses will be covered. $SUI and all its ecosystem coins took a hit on the news.

- "Microstrategy for ETH" launched, the company is $SBET. Initial raise is $425M.

- Altcoins keep struggling, OTHERS/BTC made new lows.
- $CRCL IPO'd and pumped massively
- Pumpfun is planning a $1bn raise through ICO at $4bn val
- $KTA up only
- $SPX is the top-performing memecoin

Log chart of long $OP / short $BTC

Down a light -94% since early 2024

The L2 curse

Zero relief for altcoins