Is the crypto bull run over? (full breakdown + my thoughts on what to do now) This is probably the worst sentiment I’ve seen since the FTX collapse in 2022. However, this time, there isn’t a single catalyst - it’s a combination of variables that are contributing to market weakness. Let’s break them down: Firstly, the Bear case: • BTC OGs/whales have been selling (lots of Asian sell pressure in particular) • ETF flows have ticked negative • DAT narrative is exhausted, some small to mid-sized DATs have even been unwinding (slight tail risk this trend extends to some of the bigger treasury vehicles - but unlikely at this stage) • Alts have been underperforming BTC the entire cycle, I won’t spend too much time on this as it's been spoken about relentlessly throughout the year, but a mixture of: dilution, extraction events, inflated valuations, lack of true PMF, time exhaustion etc. have resulted in severe underperformance (this is probably the #1 reason why sentiment feels dire online) • 10/10's liquidation event did a lot of damage, I think more so psychologically than anything (even tho there is material unwinding from MMs) - because it kind of "exposed" the true liquidity of many altcoins • Underperformance vs equities has been the nail in the coffin - a lot of “new money” is stock trading instead (look at the rise of all the stock trading influencers - this retail interest was previously in crypto but has developed distrust) Sounds grim, and in many ways it is. However, several bullish variables remain in play that can shift sentiment at any time. Bull case: • $BTC is still structurally intact from an HTF perspective - other retests of the 50-DMA and 200-DMA have been buy signals for bull market resets • There have been no true euphoria-based signals that were present in prior cycles • QT is ending, paving the way for QE • Business cycle still going, no clear top on equities, BTC has historically re-correlated with equities after periods of skew (both ways) • Rates are still coming down • Trump wants to keep pumping markets, that much is clear • We know that all it takes for sentiment to turn on its head is a proper BTC rally Ultimately, I think this is how you need to think of things: The altcoin market clearly isn't what it used to be, let’s not pretend it is. But that doesn't mean there aren't opportunities to make money. There are. It still remains the highest upside market in the world imo. No other industry rewards skill/patience/speed the way crypto does. No other industry comes with the same risks either. You can't have one without the other. On buying: • If you believe there'll be another big rally (definitely possible imo), only buy stuff now if you're willing to be underwater for a bit, catching a knife isn't fun (so just be prepared mentally) • Where possible, make sure there's clear invalidation so you at least limit risk (that’s where clean HTF retest levels come into play • If your altcoin has broken its HTF level, nothing wrong with waiting for a confirmed reclaim - paying a premium for a reclaim in these conditions may be worth it • I'll be looking for a microstructure shift on BTC/orderbooks. This will signal when I'm more comfortable taking bigger risks (for now my risks are isolated into multi-month holds with inval) I’m happy to add low caps into the 10% degen portion of my portfolio. In fact, many dislocations present during risk-off periods. I’m still very engaged in terms of research because there can be an insane asymmetric upside when the market reverses. The best ROI is remaining curious, staying engaged, and not getting complacent despite conditions being tough. I can promise you one thing: There WILL be another big rally at some point. There WILL be more 10x altcoins. There WILL be another explosive narrative. It’s hard, but you just need to do whatever you can to survive and stay in the game so you’re around when the time comes.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Reasons why the crypto market is weak (and underperforming equities) - and how things could change: • There is a bit of a DAT unwind going on for $BTC and $ETH - some DATs are trying to protect their NAV (still contained for now, odds of the big ones selling like MSTR is extremely low), but it's putting some pressure on the market • ETF demand has dried up (been net outflows for the past few weeks) • The big one: October 10th did a lot of damage on a few fronts. - Psychologically: It's a bad look for crypto and was the nail in the coffin after already underperforming equities for weeks - Materially: MMs are still unwinding. I don't think we fully understand the extent of the damage - Retail capitulation: Retail don't give a f*ck about crypto right now, and for good reason (price action has challenged even the most mentally resolute traders) - when you combine unwinding with a lack of demand, it's of no surprise that price is going down The good news is, there's one thing that can change this entire dynamic: A proper $BTC pump. Even in August, we saw BTC/ETH pumping completely flip sentiment on its head. You might ask: "But WHY would BTC pump?" Well, it doesn't really need a reason. It's Bitcoin. It's traded like a macro asset the entire cycle, and equities have been making new highs; a catch-up at some point wouldn't surprise me. Are the majority of gains already in? Yes. But could it go on one last run to new highs? Also yes. Imo the best use of your time right now is on research whilst the market is slow. There are many interesting verticals (x402, agents, robotics, RWA, prediction markets) which will probably lead when the market improves. Your job during this period is to spot dislocations/asymmetries (join Telegrams, Discords, listen to AMAs, make a project research list). Most people are too complacent/fed up bother right now. Their loss. This is where the biggest opportunities are born.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Cool infographic from @Carlitoswa_y on why Cookie has the best Web3 InfoFi business model. TLDR: People vote with their wallets (not just mindshare). https://t.co/sgc0vhTBZE

Name & Symbol: Cookie DAO ($COOKIE)
Address: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f

$ATH DAT is one of the smartest treasury models I've seen. Many interesting flywheels here (read post below). One of my biggest AI holdings heading into Q4.

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

The price of not locking in during Q4 will be immeasurable. So many new launches. So many teams desperate to pump their token. I am sensing some mega cooks will occur.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

One of the most powerful crypto portfolio strategies: The Barbell Portfolio. • Most of your money in majors/leaders • A smaller allocation to mid caps • An even smaller allocation to riskier "degen" plays (Also keep a decent chunk in stables to the side to capitalise on new opportunities). Simple, but effective for controlling risk.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

If you want to bet on memecoins returning, $PUMP is probably the best R/R play. - Can still perform well without another meme season - Also benefits from the reflexivity of a meme season if it happens Seems like much better R/R than punting on random memes.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Stop trying to force a position all the time. For all we know, the greatest trade of Q4 could pop out of nowhere tomorrow. I had no idea 2 weeks ago that I was about to hit my biggest $ trade of the year (ASTER). Be patient, keep stables ready, and stay on the lookout.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Missed $ASTER, $XPL & $APEX? The good news is - we're seeing an airdrop renaissance (and it's never been easier to capitalise). Over the past week, I've been building a watchlist of the biggest airdrop farming opportunities. 🧵: My Ultimate Q4 2025 Airdrop Farming Guide.👇

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Missed $ASTER, $XPL & $APEX? The good news is - we're seeing an airdrop renaissance (and it's never been easier to capitalise). Over the past week, I've been building a watchlist of the biggest airdrop farming opportunities. 🧵: My Ultimate Q4 2025 Airdrop Farming Guide.👇

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

"Why is __ token going down??" Umm.. Have you seen the number of new multi-billion-dollar $ launches? $0G, $ASTER, $XPL, $LINEA, $STBL etc. all just launched, and there are many more to come.. Unless there are excess inflows to offset new launches, liquidity has to come from somewhere..

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

"Why is __ token going down??" Umm.. Have you seen the number of new multi-billion-dollar $ launches? $0G, $ASTER, $XPL, $LINEA, $STBL etc. all just launched, and there are many more to come.. Unless there are excess inflows to offset new launches, liquidity has to come from somewhere..

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

"Why is __ token going down??" Umm.. Have you seen the number of new multi-billion-dollar $ launches? $0G, $ASTER, $XPL, $LINEA, $STBL etc. all just launched, and there are many more to come.. Unless there are excess inflows to offset new launches, liquidity has to come from somewhere..

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

This is probably the toughest period in the market, mentally, for most people. Alts bleeding whilst people milk millions of aster/plasma. Combined feeling of losing + FOMO. But understand this app is full of survivorship bias. The worst two things you can do now are giving up or revenge trading. Keep refining your system/edge and look for asymmetric opportunities.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

This is probably the toughest period in the market, mentally, for most people. Alts bleeding whilst people milk millions of aster/plasma. Combined feeling of losing + FOMO. But understand this app is full of survivorship bias. The worst two things you can do now are giving up or revenge trading. Keep refining your system/edge and look for asymmetric opportunities.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

A list of hot narratives/sectors I recommend researching during this dip: • Perp DEXs • Stablecoin plays • Robotics • RWA/banking • Revenue-based protocols • Prediction markets • Projects w/ institutional backing • Farming/airdrop opportunities

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Missed $ASTER? Or the $10k+ $XPL airdrop? The good news is, airdrop szn is back - and there are plenty more opportunities. I just uploaded my ULTIMATE Q4 airdrop guide with all the top projects I'm farming. Watch now 👉https://t.co/6r3KBf6niF https://t.co/tQoWxVi7K5

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Missed $ASTER? Or the $10k+ $XPL airdrop? The good news is, airdrop szn is back - and there are plenty more opportunities. I just uploaded my ULTIMATE Q4 airdrop guide with all the top projects I'm farming. Watch now 👉https://t.co/6r3KBf6niF https://t.co/tQoWxVi7K5

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

There are just so many tokens nowadays. In the past 2 weeks: $ASTER, $STBL, $XPL, $LINEA, now Metamask teasing a token. Feels like there's a big launch every other day. Buying and holding a bunch of alts just makes less and less sense. Capital is still very keen to concentrate into strong narratives/trades - will continue to be a profitable venture for the foreseeable future.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

There are just so many tokens nowadays. In the past 2 weeks: $ASTER, $STBL, $XPL, $LINEA, now Metamask teasing a token. Feels like there's a big launch every other day. Buying and holding a bunch of alts just makes less and less sense. Capital is still very keen to concentrate into strong narratives/trades - will continue to be a profitable venture for the foreseeable future.

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

There are just so many tokens nowadays. In the past 2 weeks: $ASTER, $STBL, $XPL, $LINEA, now Metamask teasing a token. Feels like there's a big launch every other day. Buying and holding a bunch of alts just makes less and less sense. Capital is still very keen to concentrate into strong narratives/trades - will continue to be a profitable venture for the foreseeable future.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

People who deposited just $1 got a $10k $XPL airdrop.. As frustrating as crypto is sometimes, I still can't name another industry with this much asymmetrical upside (that doesn't involve building a business).

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

$BTC approaching a major decision level. $ETH with a clean HTF setup. And the potential $ASTER rotations we are witnessing now. New outlook is live 👉 https://t.co/ksJXBZ1RFc https://t.co/fkM9BT9S25

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

This is a super tricky market to navigate right now. Some random thoughts/observations (some may be helpful, some not): - Most alts are underperforming, the temptation to rotate into winners is high - Issue is rotations are quite quick (look at how fast $PUMP retraced), even $ENA which was strong for weeks is now weak - Hard to hold a big spot altcoin portfolio now due to dispersion - odds are stacked against you the more tokens you hold - conversely, odds are still stacked in favour of those able to find information/speed asymmetries (ASTER was a classic example) - Best strategy these past few weeks has been to position in stables/BTC as a "base" asset and take higher conviction plays - more and more my strategy has skewed towards this throughout the year (and especially over the last quarter) - Airdrop farming is also (incredibly) back, some of my good friends are set for $1m+ airdrops on Lighter and potentially Aster - spending time there has been +EV - BTC/ETH look weak, hard to see an immediate reversal just given how momentum looks right now, gold has sucked up a lot of liquidity, long term probably a bullish thing for $BTC as it anchors price higher - short term it's taking the wind out of BTC's sails - Odds of an extended "cycle" are more and more likely, wouldn't be surprised if we see another peak later into 2026 - Best thing to do is DCA strong stuff you think will be around in a year, and focus the rest of your time/energy finding narrative plays/trades - which are abundant if you're focused (not wasting your energy chopping around your spot portfolio)

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

This is a super tricky market to navigate right now. Some random thoughts/observations (some may be helpful, some not): - Most alts are underperforming, the temptation to rotate into winners is high - Issue is rotations are quite quick (look at how fast $PUMP retraced), even $ENA which was strong for weeks is now weak - Hard to hold a big spot altcoin portfolio now due to dispersion - odds are stacked against you the more tokens you hold - conversely, odds are still stacked in favour of those able to find information/speed asymmetries (ASTER was a classic example) - Best strategy these past few weeks has been to position in stables/BTC as a "base" asset and take higher conviction plays - more and more my strategy has skewed towards this throughout the year (and especially over the last quarter) - Airdrop farming is also (incredibly) back, some of my good friends are set for $1m+ airdrops on Lighter and potentially Aster - spending time there has been +EV - BTC/ETH look weak, hard to see an immediate reversal just given how momentum looks right now, gold has sucked up a lot of liquidity, long term probably a bullish thing for $BTC as it anchors price higher - short term it's taking the wind out of BTC's sails - Odds of an extended "cycle" are more and more likely, wouldn't be surprised if we see another peak later into 2026 - Best thing to do is DCA strong stuff you think will be around in a year, and focus the rest of your time/energy finding narrative plays/trades - which are abundant if you're focused (not wasting your energy chopping around your spot portfolio)

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Survival is your #1 priority in the space - more important than making money. If you chopped up your portfolio, got bored/lost patience and rage quit (like 90% of retail) - you didn't even put yourself in a position to hit the $ASTER trade. Just the act of surviving increases your surface area of "luck". Luck is just probability (more surface area = higher chance of hitting a big winner). Do whatever you need to do to stick around - even if it's just sitting in stables and trading 10% for fun during slow periods.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

This is a super tricky market to navigate right now. Some random thoughts/observations (some may be helpful, some not): - Most alts are underperforming, the temptation to rotate into winners is high - Issue is rotations are quite quick (look at how fast $PUMP retraced), even $ENA which was strong for weeks is now weak - Hard to hold a big spot altcoin portfolio now due to dispersion - odds are stacked against you the more tokens you hold - conversely, odds are still stacked in favour of those able to find information/speed asymmetries (ASTER was a classic example) - Best strategy these past few weeks has been to position in stables/BTC as a "base" asset and take higher conviction plays - more and more my strategy has skewed towards this throughout the year (and especially over the last quarter) - Airdrop farming is also (incredibly) back, some of my good friends are set for $1m+ airdrops on Lighter and potentially Aster - spending time there has been +EV - BTC/ETH look weak, hard to see an immediate reversal just given how momentum looks right now, gold has sucked up a lot of liquidity, long term probably a bullish thing for $BTC as it anchors price higher - short term it's taking the wind out of BTC's sails - Odds of an extended "cycle" are more and more likely, wouldn't be surprised if we see another peak later into 2026 - Best thing to do is DCA strong stuff you think will be around in a year, and focus the rest of your time/energy finding narrative plays/trades - which are abundant if you're focused (not wasting your energy chopping around your spot portfolio)

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

This is a super tricky market to navigate right now. Some random thoughts/observations (some may be helpful, some not): - Most alts are underperforming, the temptation to rotate into winners is high - Issue is rotations are quite quick (look at how fast $PUMP retraced), even $ENA which was strong for weeks is now weak - Hard to hold a big spot altcoin portfolio now due to dispersion - odds are stacked against you the more tokens you hold - conversely, odds are still stacked in favour of those able to find information/speed asymmetries (ASTER was a classic example) - Best strategy these past few weeks has been to position in stables/BTC as a "base" asset and take higher conviction plays - more and more my strategy has skewed towards this throughout the year (and especially over the last quarter) - Airdrop farming is also (incredibly) back, some of my good friends are set for $1m+ airdrops on Lighter and potentially Aster - spending time there has been +EV - BTC/ETH look weak, hard to see an immediate reversal just given how momentum looks right now, gold has sucked up a lot of liquidity, long term probably a bullish thing for $BTC as it anchors price higher - short term it's taking the wind out of BTC's sails - Odds of an extended "cycle" are more and more likely, wouldn't be surprised if we see another peak later into 2026 - Best thing to do is DCA strong stuff you think will be around in a year, and focus the rest of your time/energy finding narrative plays/trades - which are abundant if you're focused (not wasting your energy chopping around your spot portfolio)

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

The best way to approach today's market is entirely different from 2021, or even 2024. If you want to succeed in Q4 and beyond, read this post. The market is divided into two camps: Certain narratives are REALLY outperforming (i.e. DEXs like $ASTER, CEX tokens like $BNB & $MNT, and other select plays like $IP, $STBL etc). However, the majority of altcoins are flat/down due to dispersion/capital being concentrated in the top trends. "Pockets of outperformance" is a term you've probably heard a lot, but it is still the most apt description of the current altcoin meta/cycle. So what can you do to ensure success in a more challenging environment? 1. Hold fewer tokens (big, bloated portfolios aren't the right strategy anymore). 2. Concentrate into higher conviction plays (you must truly believe in the narrative/it must be aligned with broader market trends). 3. Hold more stables, you'll need liquidity to capitalise on new trades (you never know when an opportunity is going to come - i.e ASTER came out of the blue). It's better to wait for the stars to align on a trade than to constantly force long exposure due to "alt season" FOMO. 4. Be ruthless with cutting your underperformers - you can always get back in if they show signs of life, but the opportunity cost is too great. The game is still insanely profitable for those who play it correctly - but you can't rely on old tricks to succeed on a new playing field.

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

The best way to approach today's market is entirely different from 2021, or even 2024. If you want to succeed in Q4 and beyond, read this post. The market is divided into two camps: Certain narratives are REALLY outperforming (i.e. DEXs like $ASTER, CEX tokens like $BNB & $MNT, and other select plays like $IP, $STBL etc). However, the majority of altcoins are flat/down due to dispersion/capital being concentrated in the top trends. "Pockets of outperformance" is a term you've probably heard a lot, but it is still the most apt description of the current altcoin meta/cycle. So what can you do to ensure success in a more challenging environment? 1. Hold fewer tokens (big, bloated portfolios aren't the right strategy anymore). 2. Concentrate into higher conviction plays (you must truly believe in the narrative/it must be aligned with broader market trends). 3. Hold more stables, you'll need liquidity to capitalise on new trades (you never know when an opportunity is going to come - i.e ASTER came out of the blue). It's better to wait for the stars to align on a trade than to constantly force long exposure due to "alt season" FOMO. 4. Be ruthless with cutting your underperformers - you can always get back in if they show signs of life, but the opportunity cost is too great. The game is still insanely profitable for those who play it correctly - but you can't rely on old tricks to succeed on a new playing field.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Missed $ASTER? Good news is, there's still a massive opportunity for Q4.. If you've been underperforming - this is the video for you. Watch now 👉https://t.co/czttrP3pJ8 https://t.co/d7KDEu8Kd8

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

The best way to approach today's market is entirely different from 2021, or even 2024. If you want to succeed in Q4 and beyond, read this post. The market is divided into two camps: Certain narratives are REALLY outperforming (i.e. DEXs like $ASTER, CEX tokens like $BNB & $MNT, and other select plays like $IP, $STBL etc). However, the majority of altcoins are flat/down due to dispersion/capital being concentrated in the top trends. "Pockets of outperformance" is a term you've probably heard a lot, but it is still the most apt description of the current altcoin meta/cycle. So what can you do to ensure success in a more challenging environment? 1. Hold fewer tokens (big, bloated portfolios aren't the right strategy anymore). 2. Concentrate into higher conviction plays (you must truly believe in the narrative/it must be aligned with broader market trends). 3. Hold more stables, you'll need liquidity to capitalise on new trades (you never know when an opportunity is going to come - i.e ASTER came out of the blue). It's better to wait for the stars to align on a trade than to constantly force long exposure due to "alt season" FOMO. 4. Be ruthless with cutting your underperformers - you can always get back in if they show signs of life, but the opportunity cost is too great. The game is still insanely profitable for those who play it correctly - but you can't rely on old tricks to succeed on a new playing field.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

The best way to approach today's market is entirely different from 2021, or even 2024. If you want to succeed in Q4 and beyond, read this post. The market is divided into two camps: Certain narratives are REALLY outperforming (i.e. DEXs like $ASTER, CEX tokens like $BNB & $MNT, and other select plays like $IP, $STBL etc). However, the majority of altcoins are flat/down due to dispersion/capital being concentrated in the top trends. "Pockets of outperformance" is a term you've probably heard a lot, but it is still the most apt description of the current altcoin meta/cycle. So what can you do to ensure success in a more challenging environment? 1. Hold fewer tokens (big, bloated portfolios aren't the right strategy anymore). 2. Concentrate into higher conviction plays (you must truly believe in the narrative/it must be aligned with broader market trends). 3. Hold more stables, you'll need liquidity to capitalise on new trades (you never know when an opportunity is going to come - i.e ASTER came out of the blue). It's better to wait for the stars to align on a trade than to constantly force long exposure due to "alt season" FOMO. 4. Be ruthless with cutting your underperformers - you can always get back in if they show signs of life, but the opportunity cost is too great. The game is still insanely profitable for those who play it correctly - but you can't rely on old tricks to succeed on a new playing field.

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

$ASTER was the breadwinner. https://t.co/Qd365zOznF

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

$ASTER chart looks like it got hit by an asteroid (bad pun) Buy the dip? https://t.co/YInvjFTrn5

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

TBH crypto (both onchain and CEX) is really incredible. I've been here for 4 years, and every year there is at least 1 opportunity for one to make 7 figures in a trade. You might think that's shitty, but that basically means that every year, there is at least a 10x - 1,000x ROI (although 1,000x'es are so rare now) And of course, this means that there are countless opps to 2-10x your returns. You don't always need a 1,000x, just a good 3x on size. The other underrated point is that you really can't find it in any other market in the world. The returns + ease of accessibility - in stocks, maybe there's a 1,000x, but maybe it's some god forsaken random non-US market, or in a penny stock you've never heard of. But in crypto, everyone kinda knows what's happening, and just all participates in it together. AI agents? Lets all play in it. Memes? Yea sure. GPU Coins? Send it. Dog coins? Cat coins? The list goes on And the most beautiful part is - Every year I think on-chain is dead, CEX alts is dead, but somehow there is always money coming in. It obviously has shown that it will never fully die. Like a pheonix, it gets reborn again and again Personally, I have found that what works for me is just enjoying. Staying in the game. It matters not that you missed the 1,000x now. I think I've been here 4 years and I have less than 10% catch rate on these "insane trades" - didn't catch PEPE, didn't catch WIF, didn't catch Aster, didn't catch.... I try not to let it get to me. I will probably miss the next one, it doesn't matter. The truth is, again - I just need a 2-3x on size. 50% YoY returns, over 10 years, is a 57x. Some times I get lucky (Solana at 22, Node monkes at .1, ai16z at 200m, zerebro at 20m, cards at 80m) and hit something more than a 2x. But otherwise, fomo is the mind killer. Always try to be content with what you have. And just optimize for returns over a longer period of time, rather than in short sprints. It's a marathon, after all

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

TBH crypto (both onchain and CEX) is really incredible. I've been here for 4 years, and every year there is at least 1 opportunity for one to make 7 figures in a trade. You might think that's shitty, but that basically means that every year, there is at least a 10x - 1,000x ROI (although 1,000x'es are so rare now) And of course, this means that there are countless opps to 2-10x your returns. You don't always need a 1,000x, just a good 3x on size. The other underrated point is that you really can't find it in any other market in the world. The returns + ease of accessibility - in stocks, maybe there's a 1,000x, but maybe it's some god forsaken random non-US market, or in a penny stock you've never heard of. But in crypto, everyone kinda knows what's happening, and just all participates in it together. AI agents? Lets all play in it. Memes? Yea sure. GPU Coins? Send it. Dog coins? Cat coins? The list goes on And the most beautiful part is - Every year I think on-chain is dead, CEX alts is dead, but somehow there is always money coming in. It obviously has shown that it will never fully die. Like a pheonix, it gets reborn again and again Personally, I have found that what works for me is just enjoying. Staying in the game. It matters not that you missed the 1,000x now. I think I've been here 4 years and I have less than 10% catch rate on these "insane trades" - didn't catch PEPE, didn't catch WIF, didn't catch Aster, didn't catch.... I try not to let it get to me. I will probably miss the next one, it doesn't matter. The truth is, again - I just need a 2-3x on size. 50% YoY returns, over 10 years, is a 57x. Some times I get lucky (Solana at 22, Node monkes at .1, ai16z at 200m, zerebro at 20m, cards at 80m) and hit something more than a 2x. But otherwise, fomo is the mind killer. Always try to be content with what you have. And just optimize for returns over a longer period of time, rather than in short sprints. It's a marathon, after all

Name & Symbol: zerebro ($ZEREBRO)
Address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn

$ASTER is a reminder that there are ALWAYS opportunities in crypto - no matter the market conditions. Be patient, sit on your hands 90% of the time, and when the stars align on a trade - back it with conviction.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Even if you missed $ASTER - what it proves is that there's still extreme risk appetite in this space. Not time to lose focus.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

$ASTER is an example of why sometimes you need to "top blast" to make money in crypto. I was asleep when my researchers sent it to me at $0.18 Woke up and blasted between $0.40-0.60 (shared in @mileshighclub_). Ended up being one of my biggest trades of the year so far. Sometimes it's better R/R to size up after confirmation than to be super "early". As for what I think happens now: TL is getting a little euphoric, if you got in early should TP a bit, but the sheer % held by Binance + the insane momentum this has + the lack of spot listings still makes me believe there is some upside. I certainly wouldn't short the biggest PvE trade since $TRUMP..

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Ok this is very cool. Can now trade stocks/RWAs on Bitget via their UEX. Becoming more convinced that the future of every market is on the blockchain..

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

$BTC $ETH $SOL $ENA $MNT $PUMP $HYPE Not a bad core portfolio for Q4 imo

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

I think $PUMP go on a big hated rally once the market picks up. - Relative strength is impressive - It's 4x undervalued vs $HYPE when it comes to market cap/rev - Buybacks are in full swing - Solana retail proxy (SOL also looks good) https://t.co/Ipi7uOK1dt

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

The launchpad wars have been insane. $PUMP is firmly in the lead again. h/t @Adam_Tehc https://t.co/pLoZSVDWDJ

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

My whole feed is just $YZY today

Name & Symbol: YZY ($YZY)
Address: DrZ26cKJDksVRWib3DVVsjo9eeXccc7hKhDJviiYEEZY

I hold both projects in my AI/RWA portfolios. Sahara = AI L1 bet Blockstreet = WLFI/USD1 proxy Good way to earn some free tokens below if you aren't exposed.

Name & Symbol: Sahara AI ($SAHARA)
Address: 0xfdffb411c4a70aa7c95d5c981a6fb4da867e1111

RWA TVL is going parabolic (now $15b+). The prophecy is coming true. https://t.co/fLer9mNY06

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Ethereum saw 8x more stablecoin inflows than any other chain in the past 24h. That’s $335.5M more than the nearest chain. Attention goes where liquidity flows. My #1 focus is on ETH betas/DeFi/RWA right now. https://t.co/HozoMsppnq

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Missed the $ETH move? @_FabianHD has the beta plays and correlation read if you want exposure on pullbacks. $ENA $AERO $ETC $PEPE. https://t.co/L5aWD6p7d0

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631