i rotated some popcat profits into mini yesterday to try size up a little more
looking for strong price discovery
https://fxtwitter.com/trmachine888/status/1843652734714868227
looking for strong price discovery
https://fxtwitter.com/trmachine888/status/1843652734714868227
FxTwitter / FixupX
Burgerflipper (@trmachine888)
Half a year of consolidation, whats next?
https://dexscreener.com/solana/hypxcaat9ybu7vya5burgprsa23hmvdkqxtsud5gqwdc
https://dexscreener.com/solana/hypxcaat9ybu7vya5burgprsa23hmvdkqxtsud5gqwdc
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i have to admit i lost iq after rotating to memes this cycle
can obama just go sonic already lmeow
hopefully i'll still get hired after my loss of iq
can obama just go sonic already lmeow
hopefully i'll still get hired after my loss of iq
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feels like ct is forgetting all about the meme dilution that we talked about now that memes are approaching consensus (dilution continues as we restart the pumpfun engine)
until (real) pve money comes in, i think most memes are cucked after a certain repricing *especially* the ones not on murad's list or have a very strong case for
most memes won't see ath again because hot money will simply rotate around memes that don't have a cultish community (ie. dead charts or memes that had no strength until the recent rally)
those communities failed the test in times of red, so i don't see why they'll prosper over stronger ones without pve szn
a good quote i read today, "everyone can play, but not everyone can win"
until (real) pve money comes in, i think most memes are cucked after a certain repricing *especially* the ones not on murad's list or have a very strong case for
most memes won't see ath again because hot money will simply rotate around memes that don't have a cultish community (ie. dead charts or memes that had no strength until the recent rally)
those communities failed the test in times of red, so i don't see why they'll prosper over stronger ones without pve szn
a good quote i read today, "everyone can play, but not everyone can win"
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Forwarded from Ian's Intel
ETF Flows: 08 Oct 2024
🔴 Bitcoin ETFs: -$18.6M net outflows
🔴 Ethereum ETFs: -$8.1M net outflows
🔴 Bitcoin ETFs: -$18.6M net outflows
🔴 Ethereum ETFs: -$8.1M net outflows
#reads apps
https://fxtwitter.com/ryanwatkins_/status/1843791818640720124?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
https://fxtwitter.com/ryanwatkins_/status/1843791818640720124?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
FxTwitter / FixupX
Ryan Watkins (@RyanWatkins_)
Applications on Ethereum and Solana are on the verge of flipping their underlying infrastructure in revenue.
What does this mean for the future of value capture in the cryptoeconomy?
What does this mean for the future of value capture in the cryptoeconomy?
top signal to be moonshot ranking one in app store or CM having 10k subs
better start selling then
better start selling then
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execution is always the hardest part
you can have the right idea but wrong execution and still get burned
or execute too early and get burned
hmm
you can have the right idea but wrong execution and still get burned
or execute too early and get burned
hmm
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Forwarded from pentalope
IMO game already solved within new verticals
1. new pairs: personally have not seen any upside looking at pairs below 1m in quite a while. the whole scanner / wallet tracker / kol frontrunning game has been run through, then dragged out and beaten to death a second time. look at MOTHER then WAP
2. alts: the playbook is solved - short bad alts, the people that are early have made it (see thiccy deleting GEv2 when he hit his personal line in the sand), the rest of us are seeing little to no edge as there is insufficient downside for alts already below YO, pumped alts are too squeezy for less sophisticated participants to short, its a pvp liquidation competition
3. medium to large caps / murad cult thesis: the people who are early (pre-murad, the people actually keeping the cults alive and actually running the shows) are also up big, if they were gonna sell (doubt it) this would be their big liquidity event — but since the pushes are not concentrated likely we see power law distribution in terms of % moves
think going ahead upside remaining for coins that have reasonable cults (small to medium sized cults) that have not gotten their chance to shine in murad thesis
could be seasonality: coins that happened to bottom when murad was making his metrics that missed the list, or coins that have died even further back, and are still alive but with lower activity count than his thresholds
1. new pairs: personally have not seen any upside looking at pairs below 1m in quite a while. the whole scanner / wallet tracker / kol frontrunning game has been run through, then dragged out and beaten to death a second time. look at MOTHER then WAP
2. alts: the playbook is solved - short bad alts, the people that are early have made it (see thiccy deleting GEv2 when he hit his personal line in the sand), the rest of us are seeing little to no edge as there is insufficient downside for alts already below YO, pumped alts are too squeezy for less sophisticated participants to short, its a pvp liquidation competition
3. medium to large caps / murad cult thesis: the people who are early (pre-murad, the people actually keeping the cults alive and actually running the shows) are also up big, if they were gonna sell (doubt it) this would be their big liquidity event — but since the pushes are not concentrated likely we see power law distribution in terms of % moves
think going ahead upside remaining for coins that have reasonable cults (small to medium sized cults) that have not gotten their chance to shine in murad thesis
could be seasonality: coins that happened to bottom when murad was making his metrics that missed the list, or coins that have died even further back, and are still alive but with lower activity count than his thresholds
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