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arndxt_xo
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Fat protocol thesis == ETF filings
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I get it if you’re feeling hopeless here, but this is often where the bounce begins. Still expecting a higher weekly low, then a push to higher highs later this year as $SOL ETFs come online. News from @elfa_ai
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Markets tanking, $SOLV bidding I am looking for gems that show strength in market dips We’ve seen this before: – COVID crash (no time to bid) – Tariffs dip (we've probably missed it) – War escalations (same story) Each was framed as a crisis. Each was a generational entry point in hindsight. Zoom out. Liquidity (M2) is structurally rising. What else are we looking at?
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While most agree that the bull is over (or not i believe) I am still incredibly bullish on $HYPE. It is the probably the only token to trade based on sentiment Short the top Long the fud Buy into strength
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I have some WLs. Only need your SOL address. Drop them in the comments and I will pick some winners. It will be worth it. Don't ask why :)
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I’ve got wrecked on ETH because most breakouts fail. Macro now confirms the slow-hand approach. Global M2 liquidity is still the easiest, dumbest north star for crypto: when M2 turns up, Bitcoin follows, and ETH eventually rides. Ignore it and you chase tops; front-run it and you’re early. So the distilled framework is: respect ETH’s range until it proves otherwise, watch M2 for the real macro trigger, and position early in decentralized AI infra. Nvidia tripled its valuation in 18 months, and VCs are showering every LLM startup. The stack is still painfully centralized. If regulators tighten the screws on the hyperscalers, capital has to rotate somewhere and open, permissionless infra starts looking like the only real alternative. So the playbook is simple, if not sexy: • Trade ETH like the range it is, not the breakout you wish it were. • Track global M2; it’s still the North Star for risk. • Accumulate the infra that will matter when AI capital finally hunts for open rails. How you can front-run the crowd with a repeatable framework👇🧵
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