Likes the outperformance of $ETH and how the chart is coiling. Picked some up

CEO of a DATco is low-key shilling he's worth 168M...

I think it's useful to look at the “allocation ratio” of the Truth Social Crypto ETF - It is expected to be ~70% bitcoin, 15% ether, 8% SOL, 5% CRO and 2% XRP I see this as an indication of how Trump's crypto team looks at the top crypto assets and what are the top 5 they want to value the most. This could be a catalyst to pump CRO as it's a dark horse.

I didnt invest in Metaplanet but I agree that the BTC Treasury supercycle is still early. Really hard to argue having 22BTC in Bitcoin 100 is at the late stage. Some of the fastest horses in the next 18 months will be found in the Bitcoin 100 which grows their Bitcoin fast like Metaplanet - in different countries, but not the top 100 altcoins. There's also good odds that some Ethereum/Solana treasury cos will also do very well. Stay hungry, open and fluid. Bet against the opportunity set presented to you. Learn and adapt.

$CRCL up 4.5x in 10 days $NAKA up 20x in 9 days $SBET up 45x in a few days $DFDV up 90x Now Tom Lee pumped $BMNR 35x in 4 days with 5bn volume. It's not your random shitcoin without volume The game has changed after Coinbase gets included in S&P500. Every tradfi PM is hungry and forced to add some digital assets It's DAT season not alts season. You could grow BTC/ETH/SOL much faster if you catch some of them early. Time to wake up and follow the DATcos lads. The trend is still in the early stage I've went heavily into DATcos from May getting into private deals and trading the public ones early. A private deal is up 10x quickly, another one also up nicely, while for a few public ones made a few x quickly. This new trend is like 2020/21 all-over again but on DAT equities. Every semi-decent token will have a listco. Time to follow me!

Good risk management must be practiced 100% of the time It's not something you can do 99% of the time and get away with it in the long term Markets are too unpredictable It only takes one random event in one moment of over-exposure or over-leverage to wipe out years of gains

GM degens! I'm back after taking a long break to spend time with fam while market was in super-hard mode Market bottomed after Trump announced 90D pause on tariffs. Thought Trump has already taken the hardest stance so longed some BTC <80k and SOL at 110 Now there's more confirmation to me BTC is still in bull market: 1. BTC/GC remains bullish and still remains in uptrend 2. BTC remains bullish on high timeframe structure 3. BTC appears to start decoupling with US equities as Gold/BTC remains favorable as Dollar weakens in an uncertain environment 4. While US recession risk is looming, Trump is facing strong pressure internally to capitulate on his policies and I think he'll be forced to lower his tariffs scale 5. BTC is most sensitive to liquidity and CBs are finally injecting liquidity into the system My Base Case: SUMMER is for money printing, not for touching grass. I believe April to August is the most bullish period of 2025 as market turns from max-bearish sentiment/events, to Trump scaling back some tariffs, allowing FED to cut rates and ease liquidity with other CBs. If Trump comes back on his tariffs even harder by June, I'm wrong Market tops out when market liquidity/bullish events starts topping out sometime around end of summer After a nice run on $BTC, $SOL, $Hype and $TAO, it's time to bid alts 2nd round - this round my picks are $ETH and $SUI - more on my ETH thesis later

The gigantic changes to pro-crypto that US has taken are still being so underestimated. It will take time reflect in the price steadily Speaking of legitimate retail interest, I have so many strong signals retail is coming, and this time it's not retail under 30s but Boomers and Gen X who have more wealth to allocate A great example - My relative turning 70 is selling his house and all his stocks, asked me to go all-in crypto for him - Logic is Trump issued his memecoin meaning he's highly incentivized to support and pump crypto in his 4-year term - An aha moment for him to all-in. I was totally shocked, as a crypto-native I can't feel that's the aha moment for old people but there you go. Trump supports crypto aggressively is reported in the mass media and all the retail will increase allocations to crypto but these old people take time to buy I'm not worried about market doesn't go up longer term. I'm only worried about not holding enough $BTC as my goal is always to outperform Bitcoin meaningfully

For those asking if I'm all-in, I've ran out of stables for a long time Glad to see market performing after my last post expecting Up Only from mid-October, $BTC is now breaking out of its 7 months downtrend line BTC has spent 7 months in the same range building a solid base and if it can finally break out of this range, which I'm cautiously optimistic, it's heading to 85k+ pretty fast and could hit 100K potentially Money is made in the sitting - This is the time to sit tight on your positions and wait for the market to print money for you, not the time to trade around or look at the screen and prices all the time I'm set with my portfolio predominantly with memes as it's the center of attention this cycle, similar to DeFi last cycle as I said. If you want to make it in crypto quicker, there's just one rule, try to think as left-curve as possible - what's the easiest thing to shill and spread so far? The fairer game with huge upside, the easiest thing to understand, spread and buy-in always get the most attention and capital. It's really that simple. I make more than others not becoz I have a big brain but I understand this simple investment logic very well, and be bold enough to build size at the right time You know what cycle this is by looking at the dominant KOLs. You got @blknoiz06 being the leader early on and then @MustStopMurad became the new main character. If you don't believe me or don't get it, I don't have time to try to convince you further, sorry $WIF, $POPCAT, $NEIRO and $PEPE remain my core bets for memes. I like betting on leaders in its own category Picked up $GOAT as well, it's too special which is worth a separate post Let's make it together this cycle. The MEME cycle! #meme