Review of last 2-cycles

2017-18 > ETH/BTC
2020-21 > SOL/BTC
2023-26 > BTC/? (AI/Staking!?)

Measure your coins targets in BTC

- Buy, 5K
- MID, 25k
- Max, 50k

this was a max 10x vs BTC full cycle trade to start, but now it is only a double. this cycle is still early with many options and less risks..

1/2.

2017-18
2021-23.

top coins from 2017/2021 with memetic perf L1's can be seen in both cycles.

In a bull market, avoid tokens where the team publicly states, "We are here for the long run."

They won't engage in the crypto strategies to drive the token's value into overvaluation, opting instead for quick PND schemes. Also, be wary of tokens with significant unlocks and those with a high (FDV).

Cobie writes 8 articles, 7 of them explaining why the supply of TOKENS is relevant to the price (fdv)

Top performers are likely going to fall under these categories/mixture:

New coins
Relative outperformance during a bear market (Dancing order books)
Strong influencers (Not exit influencers)
Best hype verticals for the next year
Good unit bias (memes?)

PRICE <=> Fundamentals

Also think as long as BTC stays above $45k, it will continue to aim for $55k-56k.

Alts wise, AI/Staking coins have been doing good and will continue to do so, which can be seen within different classical portfolios like Binance Launchpad, or Asian based exchanges inflows (Upbit) activity.

Contributed to this research article about a gigamind bird. You should read it every week/month.

Contributed as outsider.

https://www.arkhamintelligence.com/research/gigantic-rebirth-crypto-trader

Someone has been auto-TWAPing $Pandora for the past 2 days (these are auto TWAPs being executed by a bot or automated per minute). The wallet paid $30k solely in gas fees. $Pandora is up by 30%.

> Next hated coin [Strk]

$Pandora 45% from Twap Alert.

Does CPI matter for Bitcoin/Ethereum?

Ethereum jumped 11% after last week's CPI spike, versus Bitcoin's 7%.

Bitcoin ETFs could be a new inflation hedge weapon for US-based investors, versus US Treasury bonds/ETFs that continue to underperform.

US all ETFs [Tech, utility performing well as part of NASDAQ 100/S&P 500] versus gov etf's in red.

Macro Dash: all indicators at normal levels. [US markets trading ATH] Fed yet to start printing money!

Fresh wallets accumu [Counts buying from major cex's only]

ETH is being bought by fresh wallets at the second level after stables. In fact, most of those stables are being used to buy ETH or X tokens on exchanges. ETH could be trading 3.5k within a few weeks.

Single wallet $81m $eth twap in last 8months.