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effdog

@gregds312

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 Singapore
Joined December 2021
  • Tweets4.5K
  • Following190
  • Followers1.5K
769Media
Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)Photo by effdog (@gregds312)
effdog retweeted
Warhorn (@WarhornApp) profile picture
Warhorn
@WarhornAppOct 1
You can now claim a username, head over to settings and claim yours before it's gone. This will be an integral part of what we are building. 📯
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this is not distribution. 100k soon. dips will get eaten soon.
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lol all of these are massively up now.
effdog (@gregds312) profile pictureeffdog@gregds312Apr 11
If anything, this is an opportunity imo.
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effdog retweeted
Warhorn (@WarhornApp) profile picture
Warhorn
@WarhornAppAug 29
Soon you can sleep peacefully with your coins. horns up 📯
🤖 Made with AI
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Privacy/Ai coins looks primed tbh. makes me wonder the alt szn we didn't get in prev cycle, is it happening now? below chart gives some confluence as well
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prolly 48k will be the bottom, unless trump nukes something. fits best with monthly FIBs. works almost every time with bear markets bottoms. and the BTC seasonality, nearing Q3 now. normally a bottom should happen in Q3 well who knows tbh we have a bear market where alts doing 200% jesus christ.
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pretty different to last 2 bear markets
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similar to 2013 though. but that was a 2 year bear market wtf
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if you're planning to buy crypto next 2-3 months, best area to keep an eye on is the yearly open.
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more downside starting next week.
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coming home
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effdog (@gregds312) profile pictureeffdog@gregds3121 May 2025
target remains the same.
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still identical to 2019 cycle.
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effdog (@gregds312) profile pictureeffdog@gregds312Mar 25
gonna stick to this for now. until proven otherwise. wars do not move markets.
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did some dd on 5 enterprise saas $NOW, $TEAM, $ZS, $CRM, $SNOW the drawdowns are insane. 44% to 76% off highs. AI disruption panic everywhere but when you look at the actual cash flow numbers... CRM at 10.9x EV/FCF? NOW at 18.5x with 21% growth? TEAM at 9.4x? these aren't speculative garbage companies. they generate billions in real cash going with CRM, NOW, TEAM. biggest conviction on CRM - hardest to displace and cheapest on fundamentals earnings coming up Apr 22 (NOW) and Apr 30 (TEAM). we'll see
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If anything, this is an opportunity imo.
shirish (@shiri_shh) profile pictureshirish
@shiri_shhApr 10
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭
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gonna stick to this for now. until proven otherwise. wars do not move markets.
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what the robot doin? We are getting ready for the exponential expansion of Garyverse 🦍
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March rally. May bottom. You’re welcome.
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🧑‍🍳
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