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Chill (Ξ, Ξ)
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While Trump and Elon fight on Twitter, I buy the community meme and long
fartcoin
.
Simple.
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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. 🫡
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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.
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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?
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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.
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Bearish SOL/ETH. Bullish ETH/BTC. $ETH is about to go on a generational run. Hope you used the last few weeks to pack your bags. Time for the most hated L1 to outperform. God candles incoming.
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