Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Crypto Mumbles
utility folks will keep trying to call top on memes, just like how eth maxis kept calling bottom on ethbtc both parties will eventually be right one day, just like how a broken clock will be but you gotta make your own judgement and not capitulate every…
imagine panic selling your AI coins yesterday just for them to bounce hard the next day

strong ones erased the dip and its during corrections that you'll see your current winners + new emerging winners

there will be new AI lowcaps that will run in the next wave, try to spot their strength before the crowd does
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Crypto Mumbles
meanwhile, some quality picks sitting at great discounts rn but i don’t see people adding to their bags or talking about them

if you believe in the narrative staying then it should be the clearest lay up rn

a vertical with the biggest asymmetry
still early innings of the AI vertical repricing and you shouldn't be jeeting your bags so quickly

don't let other people's emotions rob you of your wealth

still the vertical with the biggest asymmetry
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I AM DIVINELY PROTECTED. THE MARKETS HAVE NOTHING ON ME. I AM ONE WITH THESE MEMECOINS, AND THESE MEMECOINS ARE ONE WITH ME. I AM DIVINELY PROTECTED.
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Forwarded from Ian's Intel
Shanghai court says crypto ownership legal in China amid bitcoin price surge — Link
Crypto Mumbles
https://x.com/Nate_Rivers/status/1859462782481231892
might be bullshit so take it w a pinch of salt

my thesis on buck isn't dependent on roaring kitty shilling

if he does, thats a bonus that i would gladly take
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Crypto Mumbles
these agents that are launched will usually send supply to ai16z to promote a symbiotic relationship, yes but what will the value of those supply be? zero so essentially tons of useless supply will be sent to ai16z that does nothing except contribute another…
my personal stance is that the NAV can never close the gap

but i do think in the short term ct will forget about the fud and ai16z will resume the pump

current prices might be good discounts
also, the AUM is built upon a lot of thin liquidity, so you can't even take it at face value

every project that sent supply for a symbiotic relationship will eventually suffer when redemption takes place because the dao will have to liquidate

short term win win, long term lose lose
market will front run redemptions followed by the dao liquidating which will probably form some cascade q3 '25

so whatever project that has supply in the dao is also at risk then
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flywheel up, flywheel down

in bullmarkets embrace the grift and ride the flywheel up

just remember to take profits along the way

ohm is a case study
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Crypto Mumbles
added more zerebro and starting position in flower at 3.5m
flower

bought in the range low 3.5m, retesting range high

expansion to ath after
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the flush will eventually come

but honestly no point trying to time it when you know it will be v-reversed

so why not just hodl

unless you're an experienced trader i'd suggest not to

traders win chop
holders win trend

bonus: https://news.1rj.ru/str/cryptomumbles/11148
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