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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Forwarded from We Remain Bullish
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Forwarded from Tree News (Tree News Bot)
EL SALVADOR WILL CONTINUE TO BUY BITCOIN, POSSIBLY AT AN ACCELERATED PACE, FOR ITS STRATEGIC RESERVE- HERBERT - RTRS
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
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so the question is

is this just a tiktok problem or overall trad meme problem
Crypto Mumbles
current stance one last leg into q1 for trad memes, cex ones should be unaffected ai should remain a good pick, but only select ones main market trends don't change overnight think about how long it took for people to accept the memecycle the pendulum…
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)
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things like UFD i'm completely fine to miss

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

next
Crypto Mumbles
majority of pf is still allocated to ai, so the trad meme bet losses were bearable
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
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Crypto Mumbles
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
this is a list i made in during the initial wave 1 ai boom (there’s more that the screenshot didn’t capture)

people don’t even talk about most of these anymore

only ai16z, zerebro, and fartcoin made it out

didn’t make a wave 2 list but most are looking similar rn
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/metaquant_was_right
/thankyoumq
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Forwarded from Watcher Guru
JUST IN: Over $1,100,000,000 liquidated from the cryptocurrency market in the past 24 hours.

@WatcherGuru
Forwarded from The Syndicate (Meta)
"It is all about protecting your downside. The upside will take care of itself.” - Warren Buffett