Everyone clowned Circle stock for being overvalued Yet it | gum-1 på Binance Square

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Everyone clowned Circle stock for being overvalued 
Yet it is going parabolic while our bags evaporate

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Ultra bullish news for Solana, missed by the entire timeline The SEC is speaking with SPI and Solana protocols to: > Bring stocks, bonds, and funds onchain > Protect decentralized protocols from unnecessary regulations This is very bullish for teams like @orca_so $ORCA as they get better regulatory positioning and legitimacy. When things start happening, funds will look at the liquid protocols which spearheaded these changes...

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Hey you I know you're looking at Hyperliquid waiting for a sub $30 entry Maybe you will get it, but even if you do, you won't have the guts to bid it Bid strength when it exists, don't bid weakness

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Market Thoughts 1. Observations > Smart people say Iran won't close the Straight of Hormuz because it is vital for China & world economy > Altcoins obliterated except for Hyperliquid 2. 100% convinced there's no safety in holding anything other than Bitcoin and Hyperliquid for the next 3-4 months. 3. Market participants are very tired of crypto as investments, which will translate into: > Bitcoin allocations > Low onchain speculation > Consistent search for protocols with token accrual mechanisms 4. If you're holding tokens on borrowed conviction, reevaluate their quality - we often hold bags because the idea of not being allocated when they pump is unbearable. 5. I'm bullish Bitcoin, Hyperliquid and a few others, somewhat bearish on everything else until there's more juice in this market. Anything outside of it is a trade opportunity, not a buy-and-hold opportunity IMO

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Just a reminder that if you're placing your money based on what others say you'll lose it all over time - unless you learn of it (most don't) A good strategy to not feel FOMO and not miss upside is: > Hold BTC + Stables when confused > Hold BTC + Alts when confident

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Altseason is happening not where we expected > Stock traded companies announcing BTC/ETH/SOL buys > Circle IPO $CRCL went from a few billion to $48B market cap.. If this were a token, CT would be going euphoric right now.

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