‘The best investments are discounted due to few understanding their true value at the time. The markets ignorance is your gain. By the time the average investor understands why something is great, it’s too late.’ - A friend
Tldr: alt coin season is coming…
Tldr: alt coin season is coming…
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I believe that in this cycle:
- alt coins have bottomed
- alt coins have never hit euphoria
- we have never had a real alt coin season
- the best r/r in all global markets right now are alt coins
- bitcoin dominance is beyond topped
- the 4 year cycle thesis is Fugazi
- the fundamentals for eth have never been stronger
I base the above opinions on the alts/btc ratio, global debt roll over, business ism and the crypto market cap when compared with other markets, along with an understanding of invetment fundamentls, market psychology, human psychology and my right testical. All of which tell me to remain on the bull.
But who gives af what I think. We want green candles. Only then will the above make sense and the essays written moving forward will have any tangible meaning.
No crying in the casino,
Based OG
- alt coins have bottomed
- alt coins have never hit euphoria
- we have never had a real alt coin season
- the best r/r in all global markets right now are alt coins
- bitcoin dominance is beyond topped
- the 4 year cycle thesis is Fugazi
- the fundamentals for eth have never been stronger
I base the above opinions on the alts/btc ratio, global debt roll over, business ism and the crypto market cap when compared with other markets, along with an understanding of invetment fundamentls, market psychology, human psychology and my right testical. All of which tell me to remain on the bull.
But who gives af what I think. We want green candles. Only then will the above make sense and the essays written moving forward will have any tangible meaning.
No crying in the casino,
Based OG
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I am incredibly disappointed with the amount of cucks around me, yet I shouldn’t be surprised as this is how God has designed the game. One must embrace it instead and feel blessed to not be like them.
So many case studies to write, topics to discuss, bodies to uncover. Only the cockroaches and real niggers remain.
You have survived the longest bear markets for alt coins in history during the worst business cycle conditions in the past 140 years.
God willing, if you are reading this now, the photo is the next destination.
Be grateful to those who love you,
BasedOG
So many case studies to write, topics to discuss, bodies to uncover. Only the cockroaches and real niggers remain.
You have survived the longest bear markets for alt coins in history during the worst business cycle conditions in the past 140 years.
God willing, if you are reading this now, the photo is the next destination.
Be grateful to those who love you,
BasedOG
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Information asymmetry—possessing insights sharper and deeper than the crowd—is the edge that turns markets into opportunities. It lets you spot hidden value where others see nothing, thriving in both euphoria and depressive states of markets.
Start by questioning the market's lens: What is it pricing into your crypto assets? Is sentiment overly optimistic or pessimistic, and does that match reality? For your altcoins, is the crowd deeming them dead? Why? Dig into fundamentals—strong tech, active devs, proven narratives. If the basics hold, a depressed price signals asymmetry: the market's short-term "voting machine" is blind to long-term "weighing."
Right now, Mr. Market votes bearish. Assets look overvalued, fundamentals ignored, nothing can sustain the prices we have right now. Speculation doesn’t exist as everyone has become a cuck. But asymmetry will grow you a third testicle.
Understand what truly moves crypto: we've endured the longest altcoin bear in history. Yes a few coins have done unicorn runs but cherry picking certain coins isn't a strong indicator of alt coin season. The others/BTC ratio (non-top-10 coins vs. Bitcoin) has bled since March 2022. ETH? It's round-tripped 7–8 years of gains against BTC, with eight red monthly candles in 2025 versus three green. This shit aint bull market stuff. For the clowns who say this time is different, the contradiction is stark. One can throw the claim back at them stating this time is different with how the cycle works.
Moreover what actually ignites euphoria? Crypto's a speculative-heavy industry, and in order for us to see any form of euphoria, the economic environment must be risk-on. Consumer confidence and sentiment has to be strong in order to for spending to go down the risk curve from government bonds, houses and gold all the way to the stocks and crypto. Crypto is on the far end of the risk curve, and your shitty altcoins are on the extreme end of that. Information asymmetry allows you to also see that we have had the worst economic conditions for risk-on sentiment in over 140 years. We call this the business ISM.
Information asymmetry also helps you with your conviction picks. Is the company alive? Are the devs cooking? Have they survived the worst crypto bear market in history? How is the community? Is the narrative proven? Are they building something new? Are the prices below fair value? Do you see a product-market fit? On and on. Chances are, if you are thinking like this, you already know something the market doesn't. The environment already has everything priced so cheap, but having answers for the above and more allows you to hold onto your convictions.
I can go deeper into all the points mentioned today and elaborate on many other details, including market psychology, value investing, human psychology, etc... but I know niggers won't listen nor will it make sense unless the prices are up. This is how the game is designed. Prices are cheap for a reason because no one wants to buy. And this is why you get grifters like Tai Lopez who appear at the tops because by then, they are able to capture all the attention efficiently and easily. Max attention is at the top.
Yet that's the asymmetry gift: While short-term trading has had its ups and downs, your thesis endures 80–90% drawdowns during what was meant to be the 2025 bull run. You may ask yourself, have you fucked up? But approaching the game with a strong fundamental thesis and, by definition, acquiring information asymmetry not only allows you to get rich but allows you to outperform all short-term traders and keep your wealth with the valuable skills you have as an investor.
Relevant graphs attached.
Burn the bridge and don’t look back,
BasedOG
Start by questioning the market's lens: What is it pricing into your crypto assets? Is sentiment overly optimistic or pessimistic, and does that match reality? For your altcoins, is the crowd deeming them dead? Why? Dig into fundamentals—strong tech, active devs, proven narratives. If the basics hold, a depressed price signals asymmetry: the market's short-term "voting machine" is blind to long-term "weighing."
Right now, Mr. Market votes bearish. Assets look overvalued, fundamentals ignored, nothing can sustain the prices we have right now. Speculation doesn’t exist as everyone has become a cuck. But asymmetry will grow you a third testicle.
Understand what truly moves crypto: we've endured the longest altcoin bear in history. Yes a few coins have done unicorn runs but cherry picking certain coins isn't a strong indicator of alt coin season. The others/BTC ratio (non-top-10 coins vs. Bitcoin) has bled since March 2022. ETH? It's round-tripped 7–8 years of gains against BTC, with eight red monthly candles in 2025 versus three green. This shit aint bull market stuff. For the clowns who say this time is different, the contradiction is stark. One can throw the claim back at them stating this time is different with how the cycle works.
Moreover what actually ignites euphoria? Crypto's a speculative-heavy industry, and in order for us to see any form of euphoria, the economic environment must be risk-on. Consumer confidence and sentiment has to be strong in order to for spending to go down the risk curve from government bonds, houses and gold all the way to the stocks and crypto. Crypto is on the far end of the risk curve, and your shitty altcoins are on the extreme end of that. Information asymmetry allows you to also see that we have had the worst economic conditions for risk-on sentiment in over 140 years. We call this the business ISM.
Information asymmetry also helps you with your conviction picks. Is the company alive? Are the devs cooking? Have they survived the worst crypto bear market in history? How is the community? Is the narrative proven? Are they building something new? Are the prices below fair value? Do you see a product-market fit? On and on. Chances are, if you are thinking like this, you already know something the market doesn't. The environment already has everything priced so cheap, but having answers for the above and more allows you to hold onto your convictions.
I can go deeper into all the points mentioned today and elaborate on many other details, including market psychology, value investing, human psychology, etc... but I know niggers won't listen nor will it make sense unless the prices are up. This is how the game is designed. Prices are cheap for a reason because no one wants to buy. And this is why you get grifters like Tai Lopez who appear at the tops because by then, they are able to capture all the attention efficiently and easily. Max attention is at the top.
Yet that's the asymmetry gift: While short-term trading has had its ups and downs, your thesis endures 80–90% drawdowns during what was meant to be the 2025 bull run. You may ask yourself, have you fucked up? But approaching the game with a strong fundamental thesis and, by definition, acquiring information asymmetry not only allows you to get rich but allows you to outperform all short-term traders and keep your wealth with the valuable skills you have as an investor.
Relevant graphs attached.
Burn the bridge and don’t look back,
BasedOG
❤8💯2
Study the art of the cockroach.
They can regrow limbs, survive a week without their heads, endure a month without food and two weeks without water, and withstand lethal doses of radiation. With few natural predators and millions of years of evolutionary proof, cockroaches are hardwired for one thing above all else: survival.
In investing, survival is everything.
The crypto market is volatile and manipulated, but there's one guaranteed way to win: survive long enough for the market to reprice your assets. The winners aren't the smartest traders—they're the ones still standing when the repricing happens.
Most investors get killed because they impose their own timelines on the market. "Q4 will be bullish." "The best exit is at the end of the four-year cycle." "This month is historically strong, so I'll plan my returns around it."
But the market doesn't care about your timeline. Your ego is what kills you.
When you anchor to arbitrary dates, you make yourself vulnerable. You overextend. You underestimate how long you'll need to survive. And when life demands cash—when the rent is due, when an emergency hits, when the drawdown stretches longer than you planned—you're forced to sell at precisely the worst moment. Usually at the bottom. Usually right before the turn.
The market strips away hubris until you stop trying to predict and start trying to endure. This is where the cockroach wins.
The cockroach doesn't time the market—it survives the market.
It doesn't matter how many times you get knocked down, how many drawdowns you endure, or how long you wait in the dark. What matters is that you're still holding when the environment shifts and the market finally reprices your undervalued assets. Those who survive to see that moment outperform everything else.
The art of the cockroach is simple: stay alive. Hold assets with appreciating fundamentals that are trading below fair value. Ignore the noise. Outlast the chaos. Wait for your moment.
Study the art of the cockroach.
They can regrow limbs, survive a week without their heads, endure a month without food and two weeks without water, and withstand lethal doses of radiation. With few natural predators and millions of years of evolutionary proof, cockroaches are hardwired for one thing above all else: survival.
In investing, survival is everything.
The crypto market is volatile and manipulated, but there's one guaranteed way to win: survive long enough for the market to reprice your assets. The winners aren't the smartest traders—they're the ones still standing when the repricing happens.
Most investors get killed because they impose their own timelines on the market. "Q4 will be bullish." "The best exit is at the end of the four-year cycle." "This month is historically strong, so I'll plan my returns around it."
But the market doesn't care about your timeline. Your ego is what kills you.
When you anchor to arbitrary dates, you make yourself vulnerable. You overextend. You underestimate how long you'll need to survive. And when life demands cash—when the rent is due, when an emergency hits, when the drawdown stretches longer than you planned—you're forced to sell at precisely the worst moment. Usually at the bottom. Usually right before the turn.
The market strips away hubris until you stop trying to predict and start trying to endure. This is where the cockroach wins.
The cockroach doesn't time the market—it survives the market.
It doesn't matter how many times you get knocked down, how many drawdowns you endure, or how long you wait in the dark. What matters is that you're still holding when the environment shifts and the market finally reprices your undervalued assets. Those who survive to see that moment outperform everything else.
The art of the cockroach is simple: stay alive. Hold assets with appreciating fundamentals that are trading below fair value. Ignore the noise. Outlast the chaos. Wait for your moment.
Study the art of the cockroach.
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Would a decentralised stablecoin without a blacklist function, while enabling privacy features, be considered cypherpunk esk?
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