market seasonality

market feels exhausted with selective pumps, jeety capital and weak runs rn

instead of the entire market flying, attention is focused not on narratives, but specific tokens

i feel like we've reached the end of sidelined capital and airdrop stimmies

i do think my take on btc might be wrong here, as data shows that the market has absorbed sells p well despite no new inflows

looking at a choppy february, with potential for a pump

will resume some buying + dca-ing

if we do go lower, then buy more

after all, the target is much higher by eoy :-)

Year'o Rabbit year [22 Jan 2023 to Feb 2024, water hare].

year ending in Feb of 2024 is moving to a cyclical point that usually has positive corrections for BTC, This Spring.

Think Bitcoin can spike to $49k or 10% from here this month, While Newly listed tokens can do well, [DYM//TIA/ etc [Launchpad bucket], Hated coins, Token Unlocks]

[Embrace the cycles of the market, akin to the year of the rabbit, where strategic timing and agility breed opportunity]

Avg ~ 13% tradfi | 10% Crypto.

0xd07d35368e04a839dee335e213302b21ef14bb4a

aped this 404 on arbitrum sub 1m mc

it gets more degen as we stray further from the first mover, so at your own risk!

on 404s, i think it's good to have an exposure

thinking it'll cool off a bit once the hype is over like sols, then we'll see if things kick off again with a better utility for it

rn my exposures are defrog and rug since i missed pandora

VEC is on a huge dip rn as capital rotates to pandora and 404 coins

once i'm done w this 404 it'll be one of the coins i'll be rotating into

take advantage of the dip before the crowd comes back

dont buy to frontrun me thanks

2x-ed so far, expecting around 3m targets to be conservative

3, 5, 10m

Jup's team LP will be removed today

what i'm expecting is for price to start moving up

1) team no longer selling
2) team no longer buying
3) hated rally
4) jup is the biggest planet
5) over fudded
6) thinner liq

i'm still holding my jup bags which i bought in q sizeably, so we'll see how price moves soon

i'll define my risks around 40c

glhf

Pyth Network unveils second phase of token airdrop for over 160 dapps — link | tl;dr

At the time of writing, our liquidity position is approximately 96,164,550.29 JUP and 69,927,955.07 USDC.

1. As communicated, the 96M JUP tokens will be removed and sent to cold multisig immediately.
2. USDC will be removed in $10M batches, starting today, over the next few months.

This will allow the JUP to regain price discovery while assuring all participants that the team is committed to a long-term gradual withdrawal of USDC liquidity.

https://x.com/weremeow/status/1755245586193006860?s=20

0x213a14c4749fD1650E1626Ca4EfF06B4C0E2b25C

this is another 404 on arb, gotta buy it through camelot

i have a small position in it just to punt

https://twitter.com/mingus_arb/status/1754875141102702765

2x-ed heh...

404 running hard

$crystal 3m

gz everyone !

1) what

who aped a 6k clip

3.5x-ed so far

$m404

great day today cooking on 404s

defrog, rug, m404, crystal

total profits exceeded expectations and i'm q contented

tp-ed on most positions w small runners left cause i want to sleep well tonight

cheers!

edit: bought some VEC as well around $29 for a longer term hold

(this is not fudding pandora)

the quicker it goes up, the faster it comes down

i don't know how long the uptrend will continue for, but the retracement WILL be very bloody

prepare yourself for that scenario across all 404s and decide if your profits are enough for you

don't let influencers screaming higher affect your decisions

profits is profits

if it's enough, TAKE IT

Wormhole Tokenomics

https://wormhole.com/wormhole-w-tokenomics/