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
what price do you think ETH tops at?
very interesting because the popular votes are at the extremes of either 5k or > 9k per eth
if you think eth is gonna top around 5k then you should be selling rn

i would like to gather more sentiment regarding expected eth top, do share around the poll !

https://news.1rj.ru/str/cryptomumbles/15474
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Crypto Mumbles
i missed the light launch and currently -40% down on my presale bag i’ll probably just hold it and see what plans they have first might just be a tge mistake
some thoughts on light and why i choose to continue holding my (small) presale bag

heaven dex / $light

- 100% flywheel mechanism
- cheap relative valuation at 30m
- ct finished grave dancing (it was a botched launch so its warranted)
- raised 27m, easy to manufacture a runner on heaven or run ops/marketing
- launchpads have no moat, mercenary capital in the trenches
- green candles -> more activity -> flywheel more green candles
- capturing just a few % of market share is enough to reprice, no need to flip pump
- looks bottomed, asymmetric bet

cons:
- pump has a bigger warchest, can manufacture more runners
- vamping marketshare in current state can be tough
- not much liquidity going around in the trenches rn
- weak soleth until further notice
- product yet to be seen and tested for now
- anon dev, yet to prove himself

tldr; waiting game while they build after being brushed aside after a flopped launch
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Forwarded from unfolded. DeFi
new Ξ yearly high: $4,500 | AI comment
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extremely low chance all 800m goes into buybacks

but feels like a good flex to competitors or fudders

eitherway all the guns must come out while the music is still playing for pump
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err
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-respect the pump
-shorters are being carried out nonstop at almost every level
-excruciating for those sidelined because eth is providing zero entries

it honestly would be very tough to see eth surging so hard while my pf is barely moving if i was sidelined
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Forwarded from Crypto Mumbles
something something hard road and easy road above 4k

similar to btc
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