yknow whats funny

when favourable conditions return, most will throw the lessons learned away *once again*

"my last chance to make it" before cranking up risks

think about the number of times it has been echoed throughout the cycle and yet we still see majority of folks suffering huge drawdowns each time we cool off

because once you get attached to your bags it gets very hard to let go + the latent dream of hitting one big homerun that changes your life -> refusal to tp

in the same vein, i do think memes will probably outperform *once again* as with every other continuation we've had this cycle

looking at cex memes + more established ones like fart etc.

think the current demographic of participants are attracted to fast money culture and likely won't settle for utility bids or slow cooks

pumpfun and its likes will remain hot with onchain runners albeit highly rotational

its a known fact that memes are illiquid and often take huge drawdowns - feature not bug

participants have been playing this game willingly and knowingly

they will continue to choose this game again and again

afterall, memes are probably the most reflexive

and we know that memes are often the final stages

don't fix whats not broken is my current line of thought

one can argue dilution, but we've been over this before since q2/q3 '24

effects of dilution feels contained within onchain walls in which we see speed rotations during periods of green

the game continues

meanwhile, strong utility plays will continue to creep their way up as usual

dispersion continues, asset selection is crucial yada yada usual stuff

with this train of thought, i'm looking at betting on certain infras that can benefit in the event

one of which is a retail facing app x gamified pumpfun i've mentioned before

others are launchpad platforms that are still looking to gain traction - early or not idrk yet

finally, strong utility plays that offer buybacks

wildcard play would be ltc tbh

i've started to slowly scale into them, currently still mostly in stables

importantly, i have been and will continue off ramping non stop in batches

to add on, most don't know how to read whitepaper or understand mechanisms because they've been onboarded into whats basically a pumpfun cycle (whether meme or ai)

will be hard to convince them to bid tokens that need a bit more thinking

if the participants aren't willing to bid for you, let them bid indirectly for you through the protocol's buybacks

you ride on their draft

+3.0%, Expected +2.9%: CPI YoY

🔗 velo.xyz

*US JAN. CONSUMER PRICES RISE 0.5% M/M•, EST. +0.3%
*US JAN. CORE CPI RISES 3.3% WY; EST. +3.1%
*US JAN. CONSUMER PRICES RISE 3.0% Y/Y; EST. +2.9%
*US JAN. CORE CPI RISES 0.4% M/M; EST. +0.3%

TRADERS SHIFT NEXT FED RATE CUT TO DECEMBER FROM SEPTEMBER ...

wow btc

gn sellers

🇺🇸 POWELL: “Banks are serving crypto customers, and we don’t want to get in the way of banks serving perfectly legal customers.”

@Cointelegraph

TST looks interesting chartwise

i'm not really a fan of it, but one of the cheaper spot listings + bsc homeground

not sure what binance's plans for it are, but surely some crime pump happens

best if while sol is cooling to push bsc forward

if it doesn't bottom here then i think its abandoned

question remains to be

how much does binance give a shit

POWELL: LOOKING FOR PPI DATA TOMORROW FOR READTHROUGH TO PCE
(@WalterBloomberg)