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
Gm,
So I'm still sticking to my decision of not engaging too much with this market right now, I've had a couple of wins (2x & 8x) with risky low caps (AVICI & DONUT), so I'm happy with those, but the R/R for most assets is not good right now, especially onchain, so I'm not risking to buy more stuff.
That's why I'm mostly just chilling, preparing for a hopefully good Q1 2026.
I’ve also been catching up on things I didn’t have time for before, like researching new topics. Lately, I’ve been diving into Crypto Neobanks and better ways to use my stablecoins in the real world, especially since I was tired of my old off-ramping system.
You've heard of Crypto Neobanks already, right?
I wrote about them a while ago, in my newsletter.
And it's been a pretty popular narrative lately.
I’ve found the one I actually use daily now: EtherFi.
I first wrote about EtherFi in my newsletter, among other Crypto Neobanks.
Then it naturally became the one I actually use the most, so since I liked the product I contacted them for a collaboration, which we started here.
That's actually the Crypto Neobank I've been using for maybe 3 months now, and I love it. I tried some others, and I will still try more too but there are high chances EtherFi stays my main neobank.
✦ So why EtherFi?
It's simple, it has anything I need.
I'll just list all the perks and you'll understand:
• A DeFi-native credit card, accepted worldwide
• Apple Pay & Google Pay support of course
• Non-custodial (you own your assets, you do whatever you want, no frozen funds)
• Insurances & strong VISA perks
• 3% Cashback on all purchases (10% during the Cashmash event)
• Borrow mode to make purchases without selling your crypto
• Up to 12% APY safe yield on your stablecoins (that you can spend with your card from the vault without any transfer or any action from you)
• No transaction fees, no hidden fees (1% on non-USD currencies, offset by the 3% cashback, so you still make money)
• Strong security with passkeys
• Monthly events to earn additional rewards (more money made passively just by using your card, I've made hundreds $ already)
• Good mobile app
✦ Why you should create an account today?
Because there is the Cashmas event.
So you will earn 10% cashback on your spendings.
Basically, it's like everything you pay for is 10% cheaper.
And you can refer people:
• You earn 10% bonus cashback on their spendings
• They also earn 10% bonus cashback on theirs
🎁 If you want to make big purchases, Christmas gift purchases, this is the perfect timing!
🔗 Earn 10% Cashback now (with my reflink)
Spoil your family this year, Christmas is 10% cheaper than last year! 🫡
So I'm still sticking to my decision of not engaging too much with this market right now, I've had a couple of wins (2x & 8x) with risky low caps (AVICI & DONUT), so I'm happy with those, but the R/R for most assets is not good right now, especially onchain, so I'm not risking to buy more stuff.
That's why I'm mostly just chilling, preparing for a hopefully good Q1 2026.
I’ve also been catching up on things I didn’t have time for before, like researching new topics. Lately, I’ve been diving into Crypto Neobanks and better ways to use my stablecoins in the real world, especially since I was tired of my old off-ramping system.
You've heard of Crypto Neobanks already, right?
I wrote about them a while ago, in my newsletter.
And it's been a pretty popular narrative lately.
I’ve found the one I actually use daily now: EtherFi.
I first wrote about EtherFi in my newsletter, among other Crypto Neobanks.
Then it naturally became the one I actually use the most, so since I liked the product I contacted them for a collaboration, which we started here.
That's actually the Crypto Neobank I've been using for maybe 3 months now, and I love it. I tried some others, and I will still try more too but there are high chances EtherFi stays my main neobank.
✦ So why EtherFi?
It's simple, it has anything I need.
I'll just list all the perks and you'll understand:
• A DeFi-native credit card, accepted worldwide
• Apple Pay & Google Pay support of course
• Non-custodial (you own your assets, you do whatever you want, no frozen funds)
• Insurances & strong VISA perks
• 3% Cashback on all purchases (10% during the Cashmash event)
• Borrow mode to make purchases without selling your crypto
• Up to 12% APY safe yield on your stablecoins (that you can spend with your card from the vault without any transfer or any action from you)
• No transaction fees, no hidden fees (1% on non-USD currencies, offset by the 3% cashback, so you still make money)
• Strong security with passkeys
• Monthly events to earn additional rewards (more money made passively just by using your card, I've made hundreds $ already)
• Good mobile app
✦ Why you should create an account today?
Because there is the Cashmas event.
So you will earn 10% cashback on your spendings.
Basically, it's like everything you pay for is 10% cheaper.
And you can refer people:
• You earn 10% bonus cashback on their spendings
• They also earn 10% bonus cashback on theirs
🎁 If you want to make big purchases, Christmas gift purchases, this is the perfect timing!
🔗 Earn 10% Cashback now (with my reflink)
Spoil your family this year, Christmas is 10% cheaper than last year! 🫡
5❤6👍2🙏2