Crypto Mumbles
plenty of icm projects, but only a few good ones, and its likely the few good ones will get slapped huge premiums in speculative nature
icm still the theme i'm looking for in q4
think perp dexes will also be stickier than expected as well, looking forward to lighter tge
think perp dexes will also be stickier than expected as well, looking forward to lighter tge
honestly super exhausted by believe with their talk yet no action
sidelined until real action and traction happens in which im happy to buy higher
https://x.com/believeapp/status/1973113809796550682
sidelined until real action and traction happens in which im happy to buy higher
https://x.com/believeapp/status/1973113809796550682
👍4
i also still hold heaven/light, added abit more as well
to quickly summarize my thoughts on why it deserves some allo
- alon more fixated on streaming side
- icm pie still mostly between believe v heaven
- 22m treasury, a lot of flexibility in incentive programs and grants
- team still building behind the scenes, pivoting into YC style (what icm launchpads should really be)
- trading below ico price, most folks are out
- mechanisms are already in place
- in a risk on environment, its a thesis that is easily justifiable and is reflexive
tldr; possible elements of j-curve in the making and i'm just placing some chips where people are not looking at yet
overall i'm net down on this because i never sold any but kept buying (clown!)
to quickly summarize my thoughts on why it deserves some allo
- alon more fixated on streaming side
- icm pie still mostly between believe v heaven
- 22m treasury, a lot of flexibility in incentive programs and grants
- team still building behind the scenes, pivoting into YC style (what icm launchpads should really be)
- trading below ico price, most folks are out
- mechanisms are already in place
- in a risk on environment, its a thesis that is easily justifiable and is reflexive
tldr; possible elements of j-curve in the making and i'm just placing some chips where people are not looking at yet
overall i'm net down on this because i never sold any but kept buying (clown!)
👍9
Crypto Mumbles
prices are getting more favorable for building entries had opportunities to short but chose to turn off my screen for a few days to rest and reset will slowly start looking for assets that are showing strength + forming bottoms + near term catalysts
this was truly the local bottom?
👍2
Crypto Mumbles
adding pump spot, will dca lower nothin much has changed fundamentally other than attention rotation + ccm flak + market pullback looks like a good area to start adding again
execution on point
not the full size i wanted, but i managed to fill decent size in
not the full size i wanted, but i managed to fill decent size in
🔥14
Forwarded from Birds of a Feather
Took a stab at $XPL - majors sending and I suspect the most popular stablecoin narrative doesn’t die within a week of launch.
Hoping that deviation below $1 is temporary and looking for momentum to come back to the hottest name in the market now.
Hoping that deviation below $1 is temporary and looking for momentum to come back to the hottest name in the market now.
😨4
Crypto Mumbles
i also still hold heaven/light, added abit more as well to quickly summarize my thoughts on why it deserves some allo - alon more fixated on streaming side - icm pie still mostly between believe v heaven - 22m treasury, a lot of flexibility in incentive…
X (formerly Twitter)
degentrading (@degentradingLSD) on X
Im not a fan of betas but i think more likely than not that @peacefuldecay restarts the $light flywheel, esp after the only people left in this are either dead or retarded
🔥1
Crypto Mumbles
- in a risk on environment, its a thesis that is easily justifiable and is reflexive
when price starts moving, it should catch attention fairly easily and i think people are already starting to look
overall r/r looks great to me @ 7m
overall r/r looks great to me @ 7m
😁1
Crypto Mumbles
i also still hold heaven/light, added abit more as well to quickly summarize my thoughts on why it deserves some allo - alon more fixated on streaming side - icm pie still mostly between believe v heaven - 22m treasury, a lot of flexibility in incentive…
already 2x-ed
you can go risk free here by taking initials, but i'll just let it ride in hopes of a bigger move once peace moves heaven
you can go risk free here by taking initials, but i'll just let it ride in hopes of a bigger move once peace moves heaven
😁8👍1
Crypto Mumbles
already 2x-ed you can go risk free here by taking initials, but i'll just let it ride in hopes of a bigger move once peace moves heaven
thanks to some friends that pointed out, i married this bag didn't i
thankfully its not a big % and i mentally wrote it off awhile back
when i was doing my reflections earlier i also recognised that this was my worst play this year simply because i didnt take profits all the way up and down 😭
no point catching things early if you're not selling
thankfully its not a big % and i mentally wrote it off awhile back
when i was doing my reflections earlier i also recognised that this was my worst play this year simply because i didnt take profits all the way up and down 😭
no point catching things early if you're not selling
👍7
Crypto Mumbles
would this then lead to a demand for privacy aka privacy narrative over time?
talked about privacy 2 years back:
https://news.1rj.ru/str/cryptomumbles/4005
seems to be a talking point recently re: ZEC
https://news.1rj.ru/str/cryptomumbles/4005
seems to be a talking point recently re: ZEC
🔥2