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People are finally realizing we’re not getting a traditional alt season - just rotating pockets of liquidity. These aren’t broad risk rallies; they’re isolated bursts driven by narratives or positioning. Forget “retail is coming.” The real question is whether the current active players are risk-on or risk-off. If they’re pressing, ceilings rise and if they rise high enough, they start pulling in the semi-retired money sitting on the sidelines. What matters is what flips that switch: narratives, breakouts, macro shifts. Spot the pocket early, press when the odds tilt. That’s the edge now.
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Maybe Wynn is a complete degen. But maybe he also knew exactly what he was doing. Maybe that BTC position wasn’t just a bet, it was bait. He became the most famous character on Ct within days, and once attention locked in, the rest followed. The profit was made on Pepe only other position they saw he was long, and Moonpig basically his proxy. One of the biggest wins wasn’t even financial, it was social. He became a narrative. Degeneracy and strategy aren’t mutually exclusive. Might be worth considering.
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Seems that a big reason CT wants Believe to win is personal - we’re trying to prove we’re not just buying coins with pictures. That’s why there’s more patience here than with other metas. Let’s be honest: what we really want is ICOs back, so we can call ourselves “angel investors” again at family dinners.
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The main AI partner at a16z is actively pushing a crypto-native video gen project right as Google’s Veo 3 marks a clear turning point in GenAI. The internet’s erupting, media’s all over it, the product has real traction and millions of views. And you’re ignoring it? Alright..
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Always found it strange how people in crypto complain about the new games - like it’s beneath them or not “pure” enough. Since when did the rules matter in a market designed to reward adaptability? The whole point is to find where the edge is, compete, and stack. Doesn’t matter if it’s memecoins, farm tokens, or new mechanics - if there’s volume, attention, and a clear meta, that is the game. Fade it out of principle and you’re just choosing to sit out while others stack. Play the cycle, win chips, rotate back to your base: BTC, USD, whatever. It’s not about liking the game. It’s about playing to win.
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