Token 2049
-> Spent 99% of my time on 1 on 1s - these have been way more productive than any events
-> out of all the events, bittensor asia meetup was by far the best - saw real builders on $TAO which increases my conviction that this IS the AI coin this cycle
-> most projects are boring/lame/ just burning VC money. If we dont get an influx of inflow...the founders will leave and the coins will probably die....if we do get inflow, i guess they'll be ok for awhile? Idk - wouldnt buy any of these
-> liquid funds generally underperformed $BTC aside from those who also could trade crypto stocks , after filtering out their complaints - i think alt dispersion will continue.
-> many VCs are literally retarded.
-> mood was low despite the massive marketing budgets some of the projects have - reminds me of some MLM scheme actually lol

-> on $SOL, mad respect to the ecosystem. While idk if it will flip $ETH, i do think that now $SOL has a good shot at surviving the supply unlocks from the ftx sale... $ETH thought leaders also have lost touch with the ground base (maybe they are too rich? Idk - not a good look when that happens) the progress made in $SOL has been what... 5x faster than $ETH? Lol
-> On Perp Dexes, these have been unloved af - think they will make a comeback when HL launches.
-> On $LDO, probably sentiment bottom, nobody even hates it...people just dont care. Which as a bull, is great i guess - cant get any worse right? RIGHT???? Hehe

sui eco coins going on their next leg soon

sui probably chops and consolidates abit at current levels, will add more < 1.4

the urge to chase green candles..

$SUI inflation rate topped in July 2024, marking the bottom in price, which has increased 2x since then.

^

$MUMU listed on Bybit futures — Link

risk is coming back, so are shitfluencers

seeing a decently big account shilling clear memecoin scams/rugs

watch what you’re apeing and who you’re following esp during ez mode

closed my tia long

all about timing the news w market conditions

expect more bullish announcements from many projects

https://fxtwitter.com/0xsisyphus/status/1838356546969080029?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

0xkrishb: Why Build on Hyperliquid?

For a generalized L1 to succeed, it needs to have: Liquidity, distribution, and wealth creation.

> Hyperliquid checks all three boxes improving its odds of success compared to other L1s. It has the biggest lead among all the chains.

Source: https://x.com/0xkrishb/status/1838288409678459119?s=52&t=txFAbiSPTdLLDlAYj9X_AA

happening rn

dith

running along the ai wave, a good pick for smaller ports

QCP: The strong policy action by China is on back of the Fed's 50bps cut, suggesting a continued wave of global easing that will provide strong support to asset prices in the near term. On the options side, front end skew for ETH has shifted from puts to calls, while ETH implied vol is trading 9% higher than BTC, suggesting both upside sentiment and higher expected volatility. — link

idt the market will be as kind as to give people the dip they want

personally feels like lots of sidelined capital/people taking profit hoping to bid lower

the pullback will likely be shallow

if it ain’t then maybe the market is not as strong as i thought after all these macro catalysts

will start bidding spot and longs if we start properly pulling back

one red candle isn’t a pullback 🧌

most bullish case ofc is horizontal accumulation before sending like we’ve seen before earlier in the cycle