BGC Priv Journal
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I think it may be +EV to revisit a lot of coins on eth we've all written off as dead. There's stuff out there whales have been accumulating for months and cleaning up distro on priming them to run hard - recent examples are jotchua, monke (from 2023), kento (from 2023). Making small scattered bets across ones where u notice signs of accumulation may be a really good asymmetric risk / reward opportunity bc "losing" is the coin not going up vs. u losing from them going down (downside relativly low bc most of the candidates are bottom grinding dead + u sized small). 1 or 2 hitting is big and will probably more than make up for any losses on ones that don't hit

Monke example above
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BGC Priv Journal
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example of the kinda chart that sparks interest
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BGC Priv Journal pinned «Some Notes Part 2: Looking forward Regarding ETH: i think theres to much noise surrounding Solana's bottom to peak performance when ironically Sol peaked out when it's drawdown from 2021 cycle peak was = to eth's drawdown from 2021 peak, so really it was…»
Very nice bounce for BTC off last cycle's ATH's close on the Monthly. LTF it's gotten out and resting nicely on top of that support zone

There's also nothing like a new monthly candle. On HTF momentum really starting to set up for some big moves to the upside (maybe summer?)
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BGC Priv Journal pinned «Trojan Referral Link (not ashamed) https://t.me/odysseus_trojanbot?start=r-basedgodcap»
ETH is only getting started, gas still being really low also indicates that it still may be earlier days for ETH heating up.

I also think we're going to continue to see a back and forth between Large/Midcaps (one leads, one consolidates) - https://x.com/BlueLightCapit1/status/1794777130863063338

Joe/SPX as midcaps were the outperformers and are now starting to consolidate. Larger caps like MOG, Ticker Bitcoin, and Pepecoin all look like they're about to do something silly
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Not many really consider this scenario:

stocks over summer experience low volume mostly consolidating/ do nothing, gold consolidates, commodities consolidates, and everyone and there grandma knows it's a cyclical asset mid bull and looks like this

Now that TradFi's involved, in this scenerio what would happen while we're in market regime dominated by momentum? Most hedge funds are judged perfomance on a quarterly basis, likely outcome is they would pile into Btc and ETH ETFs like a freight train bc if they don’t and their competitors will and likely outperform
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i've been noticing, recently liike maybe for a week, asia hours is getting bullish again as if they're now in bid mode again. There also keeps being no synchrony. like when america's bullish asia's bearish and vice versa. when it lines up thats gonan be dope. i have a thought that it might happen soonish, like after september if we get the first cut then (between 3Q and 4Q)
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