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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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
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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!)
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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.
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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
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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
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TIL

you can disguise rabby as metamask?????

AMAZING feature
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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
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