when murad becomes a visionary again, it is probably the signal to exit the cycle

we had good fun with meme supercycle, but retail coming back after years don't have a clue of this little ct bubble we have going on

hence most just ape their darling dino tokens

to us, the game changed, but to them the cycle liquidity flow chart remains the same as it always been to them

memes have likely reverted to their default function — the exit leg

nibbling back into hype

running twap and limit orders

nice overnight strength

$FARTCOIN, $AI16Z listed on OKX futures

via @NewListingsFeed

still my view rn

zerebro currently my weakest bag rn

im looking to bid any capitulation candle

next week should be key if rumours are true

[F] HYPE_USDT

EL SALVADOR WILL CONTINUE TO BUY BITCOIN, POSSIBLY AT AN ACCELERATED PACE, FOR ITS STRATEGIC RESERVE- HERBERT - RTRS

triggered a lot of bids on hype

portfolio decently steady despite btc diving

hope it remains this way

i still have stables to deploy, but won't be too hasty with the remaining

this rebalance and derisk was super key

thank god

so the question is

is this just a tiktok problem or overall trad meme problem

sadly i was wrong on one last leg for trad memes in dec

overall take on pendulum swing was right

market gave up on trad memes way quicker than i expected, which makes me lean to this: https://news.1rj.ru/str/cryptomumbles/12252

majority of pf is still allocated to ai, so the trad meme bet losses were bearable

but i wouldn't touch any trad memes from here on out unless there is a compelling case/strength (eg. fartcoin)

things like UFD i'm completely fine to miss

if i don't recognise it early, then i don't

next

even within ai, not all are winners as you've probably seen

95% of wave 1 projects have been abandoned
70% of wave 2 projects are being abandoned and the stats will probably increase

asset selection is more important than ever

flight to quality

here

clear example just before my flight to quality message

fART