thedefiedge

When you start thinking the market's "too easy", take profits.
When you start thinking "it's over", start buying.

Remember this:

A great protocol doesn't always equal a great investment. Why? Terrible tokenomics, no utility for the token, or they don't know how to market themselves.

Had to learn this the hard way.

I remember using TVL / Marketcap as a way to find undervalued gems. Now I'm focusing more on mindshare / marketcap ratio.

Find the protocols that are naturally rising in mindshare & sentiment, but it hasn't been reflected yet in the prices.

Some people are waiting for more “signals” before they enter the market.

By the time you feel safe enough to enter the markets, you’ll be exit liquidity.

When I was 19, I asked my friend's rich dad if he had any $ advice for me.

"Every single quarter, make sure you own more index funds. No matter how painful it is, keep buying."

Everyone should apply this advice to Bitcoin going forward.

I have no idea what @cookiedotfun is baking.

However, I've learned from @KaitoAI and @ethos_network that it's extremely +EV to be early to these social initiatives.

The team behind cookie is extremely competent.

Comment if you need an invite, I have ~5

I have no idea what @cookiedotfun is cooking.

However, I've learned from @KaitoAI and @ethos_network that it's extremely +EV to be early to these social initiatives.

The team behind cookie is extremely competent.

Comment if you need an invite, I have ~5

The most underrated skill in crypto is having a good bullshit detector

Have you added any new tools this year that improved your crypto research / workflow? Share em!

Narrative barbell strategy

Pair the leading platform with a high-risk play built on it

Examples:

• Agents: @virtuals_io + @arbusai
• ICM: @launchcoin + @fittedcloset

It's a simple strategy without overwhelming yourself.

Cycles feel shorter because it’s still the same people shuffling money around. We get excited over any new narratives but everyone’s racing to dump first.