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i feel like this "cycle" was very different from the previous ones because people genuinely believed it would be easy and that all patterns repeat exactly the same every time. everyone was expecting an alt season right after btc made new aths, which is exactly why it didn’t happen. plus, this cycle had totally new catalysts like trump, etfs, countries adopting btc, mstr, etc.
now the sentiment has completely flipped. most people are bear as fuck, but bitcoin is probably just going to chop around 100k for a while- some whales taking profit at the psychological level while institutional players accumulate moar
and that’s where things could get interesting. what if something like zec, which is basically positioned as a “bitcoin competitor” ends up becoming an unexpected catalyst for an alt season? especially if we also get a run on og memes (like pepe/mog back in may 2023). wojak lmao coded.
macro-wise things still look bullish. you can’t call for a top off a single ta indicator. we’ve got rate cuts and qe coming, trump wanting to run the economy, crypto catching real global attention and big institutions slowly rotating in. one bearish marker doesn’t override all of that imo.
and on top of everything, we just had a massive leverage flush. literally everyone got raped throughout 2025. i doubt it gets much worse from here. not saying go all in, but it does feel like a great moment to dca into a few narratives and some multi-cycle memes that can actually survive.
now the sentiment has completely flipped. most people are bear as fuck, but bitcoin is probably just going to chop around 100k for a while- some whales taking profit at the psychological level while institutional players accumulate moar
and that’s where things could get interesting. what if something like zec, which is basically positioned as a “bitcoin competitor” ends up becoming an unexpected catalyst for an alt season? especially if we also get a run on og memes (like pepe/mog back in may 2023). wojak lmao coded.
macro-wise things still look bullish. you can’t call for a top off a single ta indicator. we’ve got rate cuts and qe coming, trump wanting to run the economy, crypto catching real global attention and big institutions slowly rotating in. one bearish marker doesn’t override all of that imo.
and on top of everything, we just had a massive leverage flush. literally everyone got raped throughout 2025. i doubt it gets much worse from here. not saying go all in, but it does feel like a great moment to dca into a few narratives and some multi-cycle memes that can actually survive.
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anyway, i'm just a retard LMAO and i could be totally wrong and the next two years might just finish raping us. but i like doing this little exercise of trying to analyze things and lay out my thoughts (i recommend doing it)
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liv is in and follows the x acc
wrld is in
top 6 wojak holder still in
high chances it just goes to 0 tho
wrld is in
top 6 wojak holder still in
high chances it just goes to 0 tho
aped some of this $CAESAR - 14m
https://x.com/caesar_data/status/1991508136847642846?s=20
G4uJcvo5UAJ3fU1gj96e5DjBJU2RDDPx9Txzbjw6Y3LAhttps://x.com/caesar_data/status/1991508136847642846?s=20
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Today we’re excited to announce, through our partnership with @Centrifuge, Caesar will become the first AI company taking steps towards issuing onchain equity.