Normal2026-02-13 10:32:43 (UTC+0)

If you didn't make it investing in crypto in 16 years you're not going to make it now as it gets exponentially harder as an adopted asset class. Most people were in a combination of too risk averse to be an early adopter and too lazy to put the work and effort in to understand crypto when the barrier to entry WAS high. Now it's the opposite, you have a billion ways to buy Bitcoin, almost everyone who wants to, can. For alts the barrier to entry discussion is around ability to launch. Previously you needed a smart dev to do it, now you just stick a picture on one of the 1,000 launchpads that exist and click go. Most people have given up on crypto because they rationally know it's-EV for them now. It's turned from an investors playground to a traders market. If you're looking to invest in anything other than bitcoin you have to avoid the 1,000 rugs that launch a day, the exit scams, the memes that have a lifespan of a week (see penguin as a recent example) and content with people who are selling everything on a 20% pump. The idea was we would sell Bitcoin to the bankers and that's what happened. The generational trade is complete. Does that mean it's over? Maybe. I certainly think it is for anything other than: - investing in Bitcoin. Bitcoin dominance goes parabolic over time imo. Or it goes to 0. Personally betting on the former, but I'd put the latter at 20% odds in 10 years. - buying low caps with an edge. Strong FA people are still crushing the trenches, e.g. agents on base. - trading altcoin rotations (ahhh my spaghetti). We will inevitably get some risk on rotations on alts, see privacy narrative. - building truly innovative projects. There are 1-2 areas that have not been done well and could be. The upside to low barrier to entry is building and delivering this is much easier. There is only so many times the masses can be mass extracted from before they wise up... Short term however, I still think more down and more bearish propaganda/ rage bait / general bad vibes on CT, as frankly that's what works. The trader era of CT is mostly over as everyone pushing trader content for 10 likes vs. shitposting a meme for 1m impressions really shows how our counter-parties brains are wired... tiktok brains with a 3 second attention span who expect to get rich in minutes. I must admit, I get a schadenfraude glee from taking their money in the orderbooks... but we have to adapt to the times. The place we knew as CT is dead. The OGs are either retired, washed, or liquidated. The new generation seems to be serial pumpfun ruggers and the tiktok generation love it. The only way this reverts is a big cleanse.... and it's coming imo. Soon we will be back to consensus being it's over and it'll "never pump again".... Good luck have fun.

Token: memes will continue ($memes)
Tweet price: $0.00129
Tweet + 1h price: $0.00123
Price change: -3.97%
Tweet + 1h time: 2026-02-13 11:32:43
Normal2026-02-10 12:39:36 (UTC+0)

What's funny is people think they're going to make it in crypto now. - Bitcoin is over 16 years old - Adopted globally, everyone knows what it is - Has been very weak vs. Gold / spx - Is unprofitable to mine at these prices In terms of alts, most people have realised: - no project really needs a token - most are VC/insider pump and dumps - little to no innovation out of crypto in 16 years apart from ETH and stable coins The upside is, the volatility makes it a great traders market.... The main use case now is simply trading the psychological extremes of crypto. Gl hf

Token: SPX6900 ($SPX)
Tweet price: $0.28463
Tweet + 1h price: $0.28712
Price change: 0.87%
Tweet + 1h time: 2026-02-10 13:39:36
Normal2026-01-01 08:23:49 (UTC+0)

GM crypto twitter If you didn't make it in: 2017 ICO boom 2020 Defi summer 2021 NFT Summer 2021 GameFi season 2021 Memecoin mania 2023 Solana memecoin mania 2024 AI narrative 2024 RWA season 2024 DePIN season 2025 Privacy season 2017-2025 BTC season I'm sure 2026 will be your year.

Token: Allo ($RWA)
Tweet price: $0.00313
Tweet + 1h price: $0.00314
Price change: 0.59%
Tweet + 1h time: 2026-01-01 09:23:49
Normal2025-11-30 10:17:23 (UTC+0)

Random Sunday musings. I find myself in a strange place with the market, wanting to be bullish and "it's going to go up forever" but it's hard to ignore the facts. - 10/10 wiped out a huge number of participants, some known, some unknown - Stocks are outperforming and have been outperforming crypto for some time with much lower systematic risk - Bitcoin OG's are dumping billions (and who can blame them, the goal was always to sell to the bankers). - Institutions have adopted crypto in a big way, and it's never been easier to buy/trade crypto. There are so many venues/avenues to do so now as well, so who really is left to buy that hasn't? - New VC launches at $1bn+ FDV are just slowly bleeding to $0; there's very little risk appetite left. The store of value bull case for Bitcoin is still true imo; and it will act as more of a tradfi linked asset. I think the local bottom is in for bitcoin dominance. The only real catalysts I can see in general is major adoption by nation-states i.e. strategic bitcoin reserves. Aside from that, most sectors of markets have been done by crypto - ai, gaming, memes, defi, rwa etc. etc. and have all had their 100x+ potential gems. TLDR: I'm bullish bitcoin still and likely always will be, purely from a SoV perspective. But with alts you need to be very particular and there are very few outperformers in this market atm.... that said, I'll probably be longing them for rotations still. Happy sunday.

Token: Allo ($RWA)
Tweet price: $0.00344
Tweet + 1h price: $0.00344
Price change: -0.03%
Tweet + 1h time: 2025-11-30 11:17:23
Normal2025-11-20 23:28:02 (UTC+0)

Shorted the local top of fartcoin on my breakout account. If you want access to up to $200,000 of capital for a one-time assessment fee check out my partners at https://t.co/B8fuaaH7Qr and use code X78837 for a discount. https://t.co/upvpPmBCsm

Token: Fartcoin ($Fartcoin)
Tweet price: $0.27445
Tweet + 1h price: $0.28181
Price change: 2.68%
Tweet + 1h time: 2025-11-21 00:28:02
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Normal2025-11-14 14:18:04 (UTC+0)

Lots of smart people bullish on Aster and I see it a lot on the TL. #10 in protocol fees ($13m last 7 days), CZ backing and a really strong chart. Very high on my list of stuff to turbo long... but no position... yet. https://t.co/g6e4q8mtMQ

Token: Aster ($ASTER)
Tweet price: $1.08899
Tweet + 1h price: $1.08148
Price change: -0.69%
Tweet + 1h time: 2025-11-14 15:18:04
Normal2025-11-12 07:51:43 (UTC+0)

There's so many charts that just look bleak - stuff like fartcoin, useless etc. All great rotations at a point in time, but just look trash tier now. Sentiment can flip on a coin toss though and if they start running they can easily pop +30% in a day... and I'm here for it. https://t.co/0UiucT608i

Token: Fartcoin ($Fartcoin)
Tweet price: $0.29260
Tweet + 1h price: $0.30215
Price change: 3.26%
Tweet + 1h time: 2025-11-12 08:51:43
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Normal2025-11-12 07:51:43 (UTC+0)

There's so many charts that just look bleak - stuff like fartcoin, useless etc. All great rotations at a point in time, but just look trash tier now. Sentiment can flip on a coin toss though and if they start running they can easily pop +30% in a day... and I'm here for it. https://t.co/0UiucT608i

Token: USELESS COIN ($USELESS)
Tweet price: $0.17812
Tweet + 1h price: $0.18920
Price change: 6.22%
Tweet + 1h time: 2025-11-12 08:51:43