No man is free who is a slave to his passions.
Unchecked emotions are a disease of the soul. They enslave a person, cloud judgment, and quietly destroy long-term wealth. True strength, wisdom, and clarity come only from mastering them.
In investing, this truth is absolute.
We’ve just survived one of the harshest environments for altcoins in history - a multi-year bear market more brutal than the Great Depression for most projects. Prices stagnated, bled, or went nowhere for years.
The only consistent winners were short-term traders playing the attention game. Look at the top KOLs and shillers since 2023: the vast majority ran pump-and-dump cycles. Cooked narratives. Hype rotated, liquidity churned, and bags were dumped on to unfortunate victims. This period was not the euphoric alt coin season everyone tried to front run, it was a brutal fakeout and price manipulation of the whole industry.
Long-term conviction got crushed.
No one truly believes in altcoins anymore - and honestly, it’s understandable. Five brutal years will break even the strongest souls. We now look at coins on a daily, weekly and perhaps monthly for the elite traders (not investors as 99% of retail alt coin investors have capitulated).
The people who made real money weren’t necessarily smarter than you. Many simply had better information, used you as exit liquidity, rotated aggressively, and gaslit holders about their previous calls.
But when you study the true previous cycle winners (2017 and 2021) - the ones who built lasting wealth - they all shared one trait: superior emotional control. They refused to let fear, boredom, FOMO, self-doubt or despair dictate their decisions. They understood that emotions are what kill conviction in assets capable of creating generational wealth… even if you have to wait five years.
We haven’t seen that broad wave of winners yet in this cycle (which in my belief has extended from 2025 to 2027). A few cherry-picked tokens pumped, but most new participants didn’t experience what past cycles delivered: the vast majority of coins getting massively repriced higher.
That moment is approaching.
The macro is shifting. On-chain data, capital flows, and broader market conditions are clearly improving. We’re standing at the doorstep of a massive repricing of the entire altcoin sector - not just a handful of memecoins or AI tech larps pushed by blind emotional speculation recycling the same liquidity.
This won’t be another short-term rotation. It will be a broad rise in global crypto market cap, fueled by external capital inflows. Even narratives and coins that looked completely dead for years will move.
Desires make slaves out of kings, and patience makes kings out of slaves. In this most volatile and speculative arena, the patient value investor will have his name etched into the history books of this industry.
BasedOG
Unchecked emotions are a disease of the soul. They enslave a person, cloud judgment, and quietly destroy long-term wealth. True strength, wisdom, and clarity come only from mastering them.
In investing, this truth is absolute.
We’ve just survived one of the harshest environments for altcoins in history - a multi-year bear market more brutal than the Great Depression for most projects. Prices stagnated, bled, or went nowhere for years.
The only consistent winners were short-term traders playing the attention game. Look at the top KOLs and shillers since 2023: the vast majority ran pump-and-dump cycles. Cooked narratives. Hype rotated, liquidity churned, and bags were dumped on to unfortunate victims. This period was not the euphoric alt coin season everyone tried to front run, it was a brutal fakeout and price manipulation of the whole industry.
Long-term conviction got crushed.
No one truly believes in altcoins anymore - and honestly, it’s understandable. Five brutal years will break even the strongest souls. We now look at coins on a daily, weekly and perhaps monthly for the elite traders (not investors as 99% of retail alt coin investors have capitulated).
The people who made real money weren’t necessarily smarter than you. Many simply had better information, used you as exit liquidity, rotated aggressively, and gaslit holders about their previous calls.
But when you study the true previous cycle winners (2017 and 2021) - the ones who built lasting wealth - they all shared one trait: superior emotional control. They refused to let fear, boredom, FOMO, self-doubt or despair dictate their decisions. They understood that emotions are what kill conviction in assets capable of creating generational wealth… even if you have to wait five years.
We haven’t seen that broad wave of winners yet in this cycle (which in my belief has extended from 2025 to 2027). A few cherry-picked tokens pumped, but most new participants didn’t experience what past cycles delivered: the vast majority of coins getting massively repriced higher.
That moment is approaching.
The macro is shifting. On-chain data, capital flows, and broader market conditions are clearly improving. We’re standing at the doorstep of a massive repricing of the entire altcoin sector - not just a handful of memecoins or AI tech larps pushed by blind emotional speculation recycling the same liquidity.
This won’t be another short-term rotation. It will be a broad rise in global crypto market cap, fueled by external capital inflows. Even narratives and coins that looked completely dead for years will move.
Desires make slaves out of kings, and patience makes kings out of slaves. In this most volatile and speculative arena, the patient value investor will have his name etched into the history books of this industry.
BasedOG
❤4🔥3🥰1🏆1
Crypto is getting hammered - especially Bitcoin.
Fear is high and retail sentiment is turning bearish fast.
But the real signal isn’t in BTC’s price alone. It’s in the ETH/BTC ratio, which is quietly turning higher.
I’ve shared this chart many times: the 5-year altcoin bear market and extreme Bitcoin dominance have crushed everything else. That dynamic is now showing signs of exhaustion.
While the crowd expects BTC to keep falling and alts to go even lower, multiple confirmations suggest we’re past the bottom:
• ETH/BTC breaking higher
• "Others/BTC" (Alts outside the top 10 vs Bitcoin) forming a higher low
• BTC dominance rolling over in the Complacency phase of the market cycle
On top of that, traditional markets are flashing green. The latest US ISM Manufacturing PMI came in at 54.0 (beat expectations of 53.0, up from 52.7 prior) - another clear sign the economy is expanding, not collapsing.
Bitcoin dominance is sitting in complacency while capital quietly rotates into alts. This setup has played out before.
I remain very optimistic. The repricing of altcoins over the next 12–18 months could be one of the strongest opportunities we’ve seen. What we just lived through was effectively a black swan for the altcoin sector.
The old 4-year cycle thesis is dead. This cycle is different - and alts still haven’t had their euphoria phase.
Zero or Hero.
Fear is high and retail sentiment is turning bearish fast.
But the real signal isn’t in BTC’s price alone. It’s in the ETH/BTC ratio, which is quietly turning higher.
I’ve shared this chart many times: the 5-year altcoin bear market and extreme Bitcoin dominance have crushed everything else. That dynamic is now showing signs of exhaustion.
While the crowd expects BTC to keep falling and alts to go even lower, multiple confirmations suggest we’re past the bottom:
• ETH/BTC breaking higher
• "Others/BTC" (Alts outside the top 10 vs Bitcoin) forming a higher low
• BTC dominance rolling over in the Complacency phase of the market cycle
On top of that, traditional markets are flashing green. The latest US ISM Manufacturing PMI came in at 54.0 (beat expectations of 53.0, up from 52.7 prior) - another clear sign the economy is expanding, not collapsing.
Bitcoin dominance is sitting in complacency while capital quietly rotates into alts. This setup has played out before.
I remain very optimistic. The repricing of altcoins over the next 12–18 months could be one of the strongest opportunities we’ve seen. What we just lived through was effectively a black swan for the altcoin sector.
The old 4-year cycle thesis is dead. This cycle is different - and alts still haven’t had their euphoria phase.
Zero or Hero.
❤4🔥2
Only way this price action for Eth the past few years makes sense is pure institutional manipulation.
The ETFs were one aspect of this trojan horse.
The game is to kill retailers before the next stage of the end game.
I remain firmly bullish on Eth as this is the infrastructure deep state insiders will use for further control of populations.
For the little guys out there, learn to survive: study the art of the cockroach and hang in there.
I am optimistic about the future as the thesis remains in tact. 🫡
The ETFs were one aspect of this trojan horse.
The game is to kill retailers before the next stage of the end game.
I remain firmly bullish on Eth as this is the infrastructure deep state insiders will use for further control of populations.
For the little guys out there, learn to survive: study the art of the cockroach and hang in there.
I am optimistic about the future as the thesis remains in tact. 🫡
❤2⚡1
BasedOG
Today, I had the privilege of having a 3-hour one-on-one meeting with Manel Sort, the CEO of GFAL (Games for a Living). This guy is a true genius in the gaming industry. He pioneered free-to-play mobile games on iPhone, completely revolutionizing the mobile…
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Still believe and never been more bullish.
Zero or Hero.
Zero or Hero.
❤3🤣2
The Copper/Gold ratio has bottomed.
Four green months in a row - and historically, three has been enough to call the bottom.
Copper is “utility gold” - the metal of real economic activity. When it starts outperforming money (gold), it screams high demand, manufacturing boom, risk-on environment. That’s exactly how bull markets get going for our precious, speculative and risky alt coins.
The soy boys will keep screaming “we’re going lower.” We can see this with the consumer sentiment being at ATL’s yet actual data says we’re just getting started.
I’ll die on this hill.
Oh yeah - the Russell 2000 (high risk stocks) is also printing all-time highs after all-time highs. Small caps are confirming the risk-on shift. The odds are heavily stacked against the bears.
Now the big question: When do we get retail confirmation? Real euphoria shows up when the green candles stack, altcoins rip, and everything moves to new ATHs together.
My base case: A slow-cooked grind higher over the next 12–18 months, with occasional popcorn explosions in alts. Multiple periods of euphoria kicking off in Q1 2027.
Respect to the 3 bulls left reading this.
BasedOG
Four green months in a row - and historically, three has been enough to call the bottom.
Copper is “utility gold” - the metal of real economic activity. When it starts outperforming money (gold), it screams high demand, manufacturing boom, risk-on environment. That’s exactly how bull markets get going for our precious, speculative and risky alt coins.
The soy boys will keep screaming “we’re going lower.” We can see this with the consumer sentiment being at ATL’s yet actual data says we’re just getting started.
I’ll die on this hill.
Oh yeah - the Russell 2000 (high risk stocks) is also printing all-time highs after all-time highs. Small caps are confirming the risk-on shift. The odds are heavily stacked against the bears.
Now the big question: When do we get retail confirmation? Real euphoria shows up when the green candles stack, altcoins rip, and everything moves to new ATHs together.
My base case: A slow-cooked grind higher over the next 12–18 months, with occasional popcorn explosions in alts. Multiple periods of euphoria kicking off in Q1 2027.
Respect to the 3 bulls left reading this.
BasedOG
❤11🫡1
BasedOG
True wealth goes beyond mere financial gain. The worst form of poverty is not just a lack of money, but a lack of moral principles and integrity. Just as a life driven solely by base desires lacks purpose, investing without sound, timeless principles around…
Hi again? Have you survived the past 2 years?
Good times are coming...
Good times are coming...
❤5⚡3
BasedOG
If bottom wasnt already confirmed for you, here is more confirmation. You're welcome. Enjoy the next 12-18 months.
Hidden alpha.
I'm excited.
Alt coins are primed.
I'm all in.
I'm excited.
Alt coins are primed.
I'm all in.
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