Gm,
Crazy events.
I expected nothing of such magnitude, ever again, tbh.
🔗 I wrote a recap on X.
Honestly everything happened so fast, I had a few 2x long that got liquidated (STBL is among those), but I never have too much money on futures, fortunately. (still down bad)
I managed to buy a couple of good dips, $MNT for example, but that's it.
I didn't do much more than that. Didn't sell anything.
Hope you guys didn't lose too much in this event! 🫡
Crazy events.
I expected nothing of such magnitude, ever again, tbh.
🔗 I wrote a recap on X.
Honestly everything happened so fast, I had a few 2x long that got liquidated (STBL is among those), but I never have too much money on futures, fortunately. (still down bad)
I managed to buy a couple of good dips, $MNT for example, but that's it.
I didn't do much more than that. Didn't sell anything.
Hope you guys didn't lose too much in this event! 🫡
2🙏9❤6😢4
Gm,
Just in case you missed the x402 Narrative, here are the best posts about it.
🔗 x402 TLDR & protocols
🔗 x402 in a nutshell
🔗 x402 x Robotics
🫡
Just in case you missed the x402 Narrative, here are the best posts about it.
🔗 x402 TLDR & protocols
🔗 x402 in a nutshell
🔗 x402 x Robotics
🫡
❤6👍3👀3👌2
6
Gm,
So the Market is very ugly, I derisked a lot.
I haven't invested in new projects for a while that's why I'm quiet here.
I kept following launches & calls and virtually invested in those (without actually investing money), they're all down. Everything is lower than a couple weeks or even months ago.
But I'm still keeping a few conviction bags and even buying some dips of projects I actually believe in, only if I think they're undervalued and wouldn't go to zero in a bear market.
One of them is CodecFlow $CODEC, and I wrote an article about it.
My first article on X, I really like this format.
You should have a look, even if you don't plan to invest right now, it's a good project to keep in mind.
🔗 Robotics Narrative & CodecFlow
🫡
So the Market is very ugly, I derisked a lot.
I haven't invested in new projects for a while that's why I'm quiet here.
I kept following launches & calls and virtually invested in those (without actually investing money), they're all down. Everything is lower than a couple weeks or even months ago.
But I'm still keeping a few conviction bags and even buying some dips of projects I actually believe in, only if I think they're undervalued and wouldn't go to zero in a bear market.
One of them is CodecFlow $CODEC, and I wrote an article about it.
My first article on X, I really like this format.
You should have a look, even if you don't plan to invest right now, it's a good project to keep in mind.
🔗 Robotics Narrative & CodecFlow
🫡
😢5❤4👍3
Gm,
As I said here, I chose to derisk quite a lot and avoid shilling dozens of new tokens every day. Honestly, it seems like a decent decision given how the market looks right now and how everything is nuking. We still get some quick little runs on some new tokens & small narratives but the goal is mostly to be early and to be the first to dump on others on every little pump.
So yeah, I’d rather keep my stablecoins for now and have dry powder ready if things go even more south. In the meantime, there are tons of opportunities with stablecoins in yield farming and airdrop farming.
I might add to some of my long-term small-cap bags, as they're undervalued anyway, that I consider moon or dust bags. But when it comes to ETH and other large caps, I’m not a buyer right now. I want to see where we’re heading first. I sold most of my ETH at two levels, around $4k and $3.6k, so I’m not in a rush to re-enter too early.
Last cycle I made too many mistakes being all-in all the time. I held way too many bags to zero and never kept enough dry powder to catch generational entries during the bear market on $ETH, $BTC, $SOL, and others.
I’m not fully out of the market of course, but I’m much more comfortable keeping a bigger cash position to buy. The situation is still very 50/50: news, headlines and adoption look good, macro is decent, but a lot can still go wrong in TradFi & global economy. And if cycle theory is still a thing, BTC having already topped wouldn't be shocking. Things are all over the place and no one really knows for sure where we’re going next. People say to buy when others are fearful, that's true until it's not, when we're entering a bear market and you end up holding to zero. Right now the sentiment is still 50/50 anyway.
So yeah I'm still researching, reading alpha groups, interacting on X, looking for new projects, writing every day, but I don't see the point in shilling too many tokens when it's not easy mode, most people are losing money, and only a few are making a bit of money and dumping the first occasion they have. So I don't think the risk reward is good enough, and most of us would end up losing money right now. But things can change fast in crypto as you know.
I'm still talking about projects I like long term but that doesn't mean it's a good time to buy.
Anyway, stay safe guys 🫡
As I said here, I chose to derisk quite a lot and avoid shilling dozens of new tokens every day. Honestly, it seems like a decent decision given how the market looks right now and how everything is nuking. We still get some quick little runs on some new tokens & small narratives but the goal is mostly to be early and to be the first to dump on others on every little pump.
So yeah, I’d rather keep my stablecoins for now and have dry powder ready if things go even more south. In the meantime, there are tons of opportunities with stablecoins in yield farming and airdrop farming.
I might add to some of my long-term small-cap bags, as they're undervalued anyway, that I consider moon or dust bags. But when it comes to ETH and other large caps, I’m not a buyer right now. I want to see where we’re heading first. I sold most of my ETH at two levels, around $4k and $3.6k, so I’m not in a rush to re-enter too early.
Last cycle I made too many mistakes being all-in all the time. I held way too many bags to zero and never kept enough dry powder to catch generational entries during the bear market on $ETH, $BTC, $SOL, and others.
I’m not fully out of the market of course, but I’m much more comfortable keeping a bigger cash position to buy. The situation is still very 50/50: news, headlines and adoption look good, macro is decent, but a lot can still go wrong in TradFi & global economy. And if cycle theory is still a thing, BTC having already topped wouldn't be shocking. Things are all over the place and no one really knows for sure where we’re going next. People say to buy when others are fearful, that's true until it's not, when we're entering a bear market and you end up holding to zero. Right now the sentiment is still 50/50 anyway.
So yeah I'm still researching, reading alpha groups, interacting on X, looking for new projects, writing every day, but I don't see the point in shilling too many tokens when it's not easy mode, most people are losing money, and only a few are making a bit of money and dumping the first occasion they have. So I don't think the risk reward is good enough, and most of us would end up losing money right now. But things can change fast in crypto as you know.
I'm still talking about projects I like long term but that doesn't mean it's a good time to buy.
Anyway, stay safe guys 🫡
4🙏13❤8👏2
Gm,
Pretty happy that I derisked at $4k, $3.6k & $3.3k.
I hope that you followed this move too!
I still don't know where we're heading now, but I'm comfy in stables.
I'm ready to buy back on the way up when we have a confirmed run. For now I'm sitting on my hands.
Most people have been losing money while it was time to preserve money.
No noise here, no need for 10 messages a day & new calls all the time. 🫡
Pretty happy that I derisked at $4k, $3.6k & $3.3k.
I hope that you followed this move too!
I still don't know where we're heading now, but I'm comfy in stables.
I'm ready to buy back on the way up when we have a confirmed run. For now I'm sitting on my hands.
Most people have been losing money while it was time to preserve money.
No noise here, no need for 10 messages a day & new calls all the time. 🫡
6🔥13❤5🤝3
Gm,
As I said in my newsletter last week, things are looking better, and I’m slowly turning bullish again, though we still don’t have confirmation until BTC breaks $100k and holds it imo.
That said, I’m still sitting on great profits after selling ETH between $4k and $3.3k, and since ETH is still below $3.3k, I still have time to buy back in if I want to take on more risk again.
Anyway, I’ve had two bullish pieces of news for my long-term bags in just a couple of days.
First good news: Morphware $XMW is becoming an energy company, starting with a partnership expected to generate $11M in revenue in the first year. Considering $XMW is still under a $20M market cap, that’s a massive partnership, almost as big as the company’s entire valuation.
🔗 Morphware Partnership
Second good news: the Trump administration is going to focus heavily on Robotics. I’m very bullish on Robotics and I’m trying to invest heavily into it, both in Web2 and Web3. And you already know my Web3 pick for robotics: CodecFlow $CODEC.
This is obviously great news for the entire narrative and could spark another run.
🔗 Robotics News
Things are looking good again, I’ll update my other long-term bags soon 🫡
As I said in my newsletter last week, things are looking better, and I’m slowly turning bullish again, though we still don’t have confirmation until BTC breaks $100k and holds it imo.
That said, I’m still sitting on great profits after selling ETH between $4k and $3.3k, and since ETH is still below $3.3k, I still have time to buy back in if I want to take on more risk again.
Anyway, I’ve had two bullish pieces of news for my long-term bags in just a couple of days.
First good news: Morphware $XMW is becoming an energy company, starting with a partnership expected to generate $11M in revenue in the first year. Considering $XMW is still under a $20M market cap, that’s a massive partnership, almost as big as the company’s entire valuation.
🔗 Morphware Partnership
Second good news: the Trump administration is going to focus heavily on Robotics. I’m very bullish on Robotics and I’m trying to invest heavily into it, both in Web2 and Web3. And you already know my Web3 pick for robotics: CodecFlow $CODEC.
This is obviously great news for the entire narrative and could spark another run.
🔗 Robotics News
Things are looking good again, I’ll update my other long-term bags soon 🫡
4❤6👍6