about crypto and ai

Joined January 2024
i just want peace
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it's called most of the market doesn't even have a brain
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PancakeSwap proposal just dropped Daily $Cake emissions down 69% LP fee share up to 88% Less dump pressure, more rewards for LPs.
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Blast+Blur=Closed If you have funds on Blast or Blur, get them out. Blur will still work through the contract, but the site goes dark in a month. Guess Pacman got tired of losing money on dead poject.
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First Ledger Stax with a spy implant confirmed by Mark Karpelès. Paying extra for a premium wallet just to get backdoored.
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Ledger confirmed a physical harware implant in an affected user's device after the 90mil+ supply chain hack. reseller CryptoBilis stopped all sales. if you bought from them: unused devices? don't even turn it on. active device? move funds and burn the seed immediately. golden rule remains unchanged: buy direct or stay broke
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wanna see the faces of people who decided to farm abstract instead of memecoins and perp dexes.
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believe me arc chain well also close in 1-2 years if not less
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I think many already know abstract is closing. I understood this back in 2025, amd I'm glad they will be more pushing nfts and $PENGU
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spot and chill is the only way to survive this cycle
What i'm doing with my coins brain dump i didn't proof read - A couple thoughts as to how I’ve traded this cycle so far First and foremost alts and onchain are behaving very similar on the way up. Coins go into a lockout up trend, the entire timeline flips tubro bullish. This lasts until price cools off. eventually we rotate. Attention gets vamped onto the next. The strongest coins, however, always get the rotation back. So far it’s been Hype, Zec, Lit, Pump, near… ? The obvious takeaway is there is edge in being able to sit on a coin longer than a few days. Look at what happened with pump. 2x off the bottom in a straight line, nobody owned it, and after a few weeks of underperformance it was like people forgot the coin existed? Picked their own vamp to outperform (stonk, long, pons), then pump gets back into lockout trend. The difference between the chosen alts and “onchain” is the flows keep coming back to the good alts. I stand by the idea that it is hard to justify anything onchain in the 300-500+ range because these alts have so much fucking juice in them. I don’t think Zec $5k+ Hype $250+ VVV $100+ Pump $.2 this year is that ridiculous. It means I have to either trade low caps into the 20-50 range or fully focus on spot alts (mentioned below) and leverage trading breakouts to stack more spot alts. The obvious takeaway here is In order to catch the real moves these alts are capable of the only way to get there is by holding spot. Price action is schizo, partly bc everyone is trading high leverage only. It leads to nasty washouts and stops being run. 5-10xs are going to require being able to sit through chop. Look at how bitcoin has traded, lockout move 5-10% higher followed by seven days of nothing, which is legitimately grueling to leverage longs. Everyone gets wiped out. The timeline goes to war. Then we leg up again. I don’t see why this would stop. In hindsight the obvious way to play it was sitting in spot which goes against what I have been doing (and getting paid for). —— A valid concern is what will happen with stocks/bonds/war/oil/ant ipo/etc. The honest truth is I don’t think it matters. The fear was always “if crypto is trading this bad while stocks trade this good what happens when it flips.” There have been moments of stock misery (despite things looking pretty great all things considered rn) and crypto broke that correlation. I think bitcoin continues to exist as a great alternative to the ai trade and the good alts mentioned above can standalone as quality, cheap, assets that exist separately to crypto performance as a whole. Every second I have spent thinking above these fears and reading market commentary has been a mistake. I think in order to get paid as generationally as I would like over the coming months it Is imperative to read as few market opinions as possible. It feels like my feed has been overwhelmed by a storm of slop from people not making money. I can’t not get shaken out by trash. I stream for three hours a day, everyday, whatever I cover and learn during those sessions is beyond enough information to make clear decisions at the level that I need to. —— I think ultimately it comes down to what do I think will happen over the next 6-12 months. Thinking this far in advance is the only way to break away from the cesspool of flip flopping biases every hour on the timeline. And what I think it we have the best setup I’ve seen since joining crypto for outright mania. Sec + CFTC are running GAME to push crypto. Btc ETF buyers are green again. Tokens are investible. Crypto is “cool” on socials to the younger generation. Social trading apps have reached escape velocity. Perps matter. Robinhood going all in, etc etc etc. I don’t need to pill anyone on the bull case. I love the spot. The only way to make it that far is to hold the best coins on spot. This is shockingly difficult for me to do right now after having a great year trading perps. But I have to understand that the majority of that was during a bear market where there’s one or two impulse moves if lucky. Not a continuous uptrend with infinite marginal buyers higher and nothing but catalysts and air above like I think we have right now. It’s going to take some rewiring of my brain to make it where I think we can get to and keep exposure. My final thought is when I think back on the traders of last cycle that outperformed the hardest what sticks out was their ability to denominate all profits into the winning coin. In 2024 it was sol. Stack sol -> sell to buy onchain coins -> take profits -> buy more sol. Rinse and repeat continuous big wins while sol legs up from $8->$270. Congrats on making it. I have been mentally taking a similar approach the last couple months but didn’t execute it as well as I wish I had. First it was pump. Most recently it was zec. Great PNLs on both but I wasted so much mental energy stressed over short term pa for no particular reason. (Buy some spot retard) I sold, all of my zcash, because I felt extremely bloated in leverage and wanted to reset after playing the first round of the cycle pretty well imo. Moving forward I still believe that coin is zec and maybe a basket of a few others, Pump/Hype/vvv? And will probably be trading accordingly. Stack a ton of spot. Keep a non insignificant amount to leverage trade tighter spots, stack my golden goose coin And pray we make it. good luck to us
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bully.crypto retweeted
What i'm doing with my coins brain dump i didn't proof read - A couple thoughts as to how I’ve traded this cycle so far First and foremost alts and onchain are behaving very similar on the way up. Coins go into a lockout up trend, the entire timeline flips tubro bullish. This lasts until price cools off. eventually we rotate. Attention gets vamped onto the next. The strongest coins, however, always get the rotation back. So far it’s been Hype, Zec, Lit, Pump, near… ? The obvious takeaway is there is edge in being able to sit on a coin longer than a few days. Look at what happened with pump. 2x off the bottom in a straight line, nobody owned it, and after a few weeks of underperformance it was like people forgot the coin existed? Picked their own vamp to outperform (stonk, long, pons), then pump gets back into lockout trend. The difference between the chosen alts and “onchain” is the flows keep coming back to the good alts. I stand by the idea that it is hard to justify anything onchain in the 300-500+ range because these alts have so much fucking juice in them. I don’t think Zec $5k+ Hype $250+ VVV $100+ Pump $.2 this year is that ridiculous. It means I have to either trade low caps into the 20-50 range or fully focus on spot alts (mentioned below) and leverage trading breakouts to stack more spot alts. The obvious takeaway here is In order to catch the real moves these alts are capable of the only way to get there is by holding spot. Price action is schizo, partly bc everyone is trading high leverage only. It leads to nasty washouts and stops being run. 5-10xs are going to require being able to sit through chop. Look at how bitcoin has traded, lockout move 5-10% higher followed by seven days of nothing, which is legitimately grueling to leverage longs. Everyone gets wiped out. The timeline goes to war. Then we leg up again. I don’t see why this would stop. In hindsight the obvious way to play it was sitting in spot which goes against what I have been doing (and getting paid for). —— A valid concern is what will happen with stocks/bonds/war/oil/ant ipo/etc. The honest truth is I don’t think it matters. The fear was always “if crypto is trading this bad while stocks trade this good what happens when it flips.” There have been moments of stock misery (despite things looking pretty great all things considered rn) and crypto broke that correlation. I think bitcoin continues to exist as a great alternative to the ai trade and the good alts mentioned above can standalone as quality, cheap, assets that exist separately to crypto performance as a whole. Every second I have spent thinking above these fears and reading market commentary has been a mistake. I think in order to get paid as generationally as I would like over the coming months it Is imperative to read as few market opinions as possible. It feels like my feed has been overwhelmed by a storm of slop from people not making money. I can’t not get shaken out by trash. I stream for three hours a day, everyday, whatever I cover and learn during those sessions is beyond enough information to make clear decisions at the level that I need to. —— I think ultimately it comes down to what do I think will happen over the next 6-12 months. Thinking this far in advance is the only way to break away from the cesspool of flip flopping biases every hour on the timeline. And what I think it we have the best setup I’ve seen since joining crypto for outright mania. Sec + CFTC are running GAME to push crypto. Btc ETF buyers are green again. Tokens are investible. Crypto is “cool” on socials to the younger generation. Social trading apps have reached escape velocity. Perps matter. Robinhood going all in, etc etc etc. I don’t need to pill anyone on the bull case. I love the spot. The only way to make it that far is to hold the best coins on spot. This is shockingly difficult for me to do right now after having a great year trading perps. But I have to understand that the majority of that was during a bear market where there’s one or two impulse moves if lucky. Not a continuous uptrend with infinite marginal buyers higher and nothing but catalysts and air above like I think we have right now. It’s going to take some rewiring of my brain to make it where I think we can get to and keep exposure. My final thought is when I think back on the traders of last cycle that outperformed the hardest what sticks out was their ability to denominate all profits into the winning coin. In 2024 it was sol. Stack sol -> sell to buy onchain coins -> take profits -> buy more sol. Rinse and repeat continuous big wins while sol legs up from $8->$270. Congrats on making it. I have been mentally taking a similar approach the last couple months but didn’t execute it as well as I wish I had. First it was pump. Most recently it was zec. Great PNLs on both but I wasted so much mental energy stressed over short term pa for no particular reason. (Buy some spot retard) I sold, all of my zcash, because I felt extremely bloated in leverage and wanted to reset after playing the first round of the cycle pretty well imo. Moving forward I still believe that coin is zec and maybe a basket of a few others, Pump/Hype/vvv? And will probably be trading accordingly. Stack a ton of spot. Keep a non insignificant amount to leverage trade tighter spots, stack my golden goose coin And pray we make it. good luck to us
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Why are people still scrolling tik tok and instagram when X exists?
X is for everyone
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if it was easy, everyone would be rich
really no onchain places to buy $ZRO ...?
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bully.crypto retweeted
asymmetric opportunity for thesis driven investing in crypto atm, most asleep at the wheel and have not stayed up to speed with what all of the most well capitalized teams have been building during the bear market
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bully.crypto retweeted
my advice to my onchain brethren is to not forget that the cex alts also can give 5-10x returns, you all are gambling on lowcap shitters all day you might as well also sling some of your port on perps & cex alts typically have more size buyers behind them when they do have a real fundamental narrative uptrends can last several months during bull, some started about two weeks ago, best of luck
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Show, dont tell
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bully.crypto retweeted
Soon...
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bully.crypto retweeted
i’m convinced ngl
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Binance listing hyperliquid:native spot is wild considering Hyperliquid is CZ's main threat. aster-2:native isn’t even a real perp DEX, just a CEX in disguise. Either hyperliquid:native agreed to some insane MM terms, or Binance is gonna manipulate and dump it in a couple months. Allways DYOR
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Bitget was hacked for approximately $300M. This is a much more significant figure compared to the $100M previously mentioned. ETH: 0x770b10b273fc44fe9197d6bf20f145c2e98463ee XRP: rwNhefsz1UQEusxhCvHip3RANinWi4CTck Two transfers received from Bitget: 2.25M XRP at 22:01 originating from the hot wallet, followed by 91.4M XRP at 22:16 from cold storage. Combined, this accounts for 93.7M XRP (roughly $140M–$150M). Since then, no additional incoming or outgoing activity has been logged, and the XRP remains sitting on the address.
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