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.
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.
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.
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.
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.
Hearing some say it’s tougher to make money in this market: too much noise, FOMO, top-blasting, overmanaging
The fix isn’t more trades, it’s better ones. Tighten your focus. Wait for your spots. When they come, size them. That way, you’re not scrambling after every green candle.
More often than not, if you’re seeing steady accumulation in an off-meta asset you’re already positioned in, something’s brewing. The reflex is to take profit - others are going to right?
But if your thesis hasn’t changed. Pause and ask: - Who’s accumulating? - What might they know? - Why now? - Is this early rotation, or are you misreading the setup?
Price often leads narrative. Don’t autopilot into exits.
Praying for Believe’s downfall makes no sense. It’s the only real spark we’ve had onchain in months. If it works, the whole ecosystem benefits. The token’s literally called Believe - let’s not let that die. Would be a terrible look.
Interesting to watch this market swing back and forth. First, we buy into some shiny new narrative: AI, “real” revenue, or whatever makes this space feel viable and us look smart. Then comes the realization: it’s all a fugazi. So we pivot to memes, because at least memes are honest about being bullshit.
But the high fades, and you’re left holding vapor. So we crawl back toward “real value,” hoping this time it’s different.
The strategy I’ve adopted over the past 2–3 months:
1) BTC Longs only - Only at the bottom of clear ranges where there is decent r/r. A few high-conviction trades a a month, max.
2) Spot Swings - Multi-week holds on coins with trending narratives (e.g. RWAs like SYRUP, Stablecoin bill plays like FXS, CRV).
3) Perps Rotation (flavour of the day) - Rare these days, but I’ll take them if there's a clear rotation of the day (e.g. Jellyjelly on start of ICM meta) or a strong news-driven setup (again very few these days).
The rest of my time is spent onchain.
Market’s changed, so has my approach. But my edge hasn’t: spotting narratives and catalysts early. Onchain isn’t that different - fewer counterparties, more transparency if you know how to read the chain and have a solid setup (both your tooling and your discussion circles).
When it’s hot, onchain still feels the closest we’ve gotten to a real “alt season” in ‘24/‘25. Makes sense: liquidity needed to move things is lower, and the tooling has leveled up. It actually feels like a market again.