Time for the solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump great repricing. All the catalysts starting to roll out perfectly And the best part, you ask? We're just getting started ⏳ https://t.co/jTGpZfEUjj

Still holding the bag and now that $pump has been identified as one of the top winner of this cycle, this is where I'd be interested to buy hard. There are launchpads left right and center, creating strong investors and focus fragmentation, hence impacting pump's growth (+ new mechanisms/innovation). We need the sector to cool off a bit and keep 1-3 leading projects (akin to perps) before going back up hard. Either way, if we go up or down I'm comfy and ready

We need to talk about vaults on Hibachi and their APRs They are currently operating 3 different vaults in collaboration with curators on various strategies. Growi is based on mean reversion trading (the one that yielded the most so far for me), currently 122% annualized APR. Fire is used for market making on the platform as well as liquidations (see it as the early days of HLP), currently 16,8% annualized APR Robonet, a perps trading strategy made in collaboration with @AlloraNetwork forecast AI, filled under 24h, currently 51.9% annualized APR Super interesting to see those vaults and opportunities coming up on Hibachi, basically what did not really take off on Hyperliquid. For the ones unaware, Hibachi is a perp DEX focused on privacy and Forex exchange, currently building on @arc. Such innovation and focus will, in my opinion, be what differentiates Hibachi from all the other perp DEXs being built atm, especially with their FX focus which will attract a ton of stables, and hence grow the vaults and trading opportunities Highly recommend monitoring

We need to talk about vaults on Hibachi and their APRs They are currently operating 3 different vaults in collaboration with curators on various strategies. Growi is based on mean reversion trading (the one that yielded the most so far for me), currently 122% annualized APR. Fire is used for market making on the platform as well as liquidations (see it as the early days of HLP), currently 16,8% annualized APR Robonet, a perps trading strategy made in collaboration with @AlloraNetwork forecast AI, filled under 24h, currently 51.9% annualized APR Super interesting to see those vaults and opportunities coming up on Hibachi, basically what did not really take off on Hyperliquid. For the ones unaware, Hibachi is a perp DEX focused on privacy and Forex exchange, currently building on @arc. Such innovation and focus will, in my opinion, be what differentiates Hibachi from all the other perp DEXs being built atm, especially with their FX focus which will attract a ton of stables, and hence grow the vaults and trading opportunities Highly recommend monitoring

After a few weeks of activity, the onchain activity on Robinhood is slowly topping (except TVL/S) It's the third narrative support in 20 days, RWA → memes → AI, potentially opening a fusion of those 3 categories, straight towards hypergamblification and trading from the masses? It will be quite important to monitor and understand what the executives really want and back for the chain over the next week/months, and hence position accordingly. glhf

After a few weeks of activity, the onchain activity on Robinhood is slowly topping (except TVL/S) It's the third narrative support in 20 days, RWA → memes → AI, potentially opening a fusion of those 3 categories, straight towards hypergamblification and trading from the masses? It will be quite important to monitor and understand what the executives really want and back for the chain over the next week/months, and hence position accordingly. glhf

It feels like a lot of charts are starting to looked bottomed out, however some will lag and some will outperform. And that's where the real money will be made imo. The strategy now is to find which ones have the highest narrative, development and hype potential over the next few months and deploy capital with a thesis to capture the largest amplitude. Would monad:native outperform plasma:native for example?

Starting to think we're entering the last phase of this bear market (also the most volatile). The market is at the most uncertain point it has been in a while, not knowing if Saylor will implode, if SpaceX and upcoming IPOs will mark the top for equities, ETFs offloading assets, or if stonks will stop vampiring crypto traders... In any case, it has always been the best period to scout for oversold tokens and start entering positions. It's summer, people are touching grass or focused on the World Cup, giving us ample time to cherry-pick our assets. A ton of altcoins have been completely crushed over the past 1-2 years, with many that still have runway, strong fundamentals, kept building, and are even about to generate revenue. Massive shorts have been piling up on charts similar to this one, and this, combined with the fact that liquidity is extremely thin across the board (we've seen it on 10/10), leads me to expect a lot of bears closing their trades, voluntarily or involuntarily, resulting in pretty strong moves as soon as the market starts turning around. We still have a few weeks to define which assets are undervalued and/or suitable to lead narratives similar to how $ZEC or $VVV did. I'll potentially share a few picks over the next weeks. Stay safu frens, in this market phase the objective is to survive until better days, not trying to outeperform CT 🥂