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The Art of Second-Level Thinking in Crypto Investing
Investing is not a one-size-fits-all endeavour; it's an art requiring adaptation, intuition, and superior insight. To excel in this competitive landscape, one must outperform the market, i.e., other investors. This demands either exceptional luck or superior insight. As relying on luck is unwise, the key lies in cultivating a deeper, more nuanced understanding. One must think differently and gain an edge that sets them apart from the crowd. This is where second-level thinking comes into play.
Second-Level Thinking: The Competitive Edge
Second-level thinking is the cornerstone of successful investing, especially in new, volatile markets like crypto. Whilst first-level thinking is simplistic and reactionary, second-level thinking delves deeper, considering multiple factors and potential outcomes.
First-level thinking in crypto might sound like:
• "Bitcoin is rising; let's buy."
• "This youtuber said this coin would do 100x by next week; I’d be a fool not to invest!”
• "This altcoin has good technology; it's a sure winner."
• "The market is red; time to sell everything."
In contrast, second-level thinking in crypto involves:
• Analysing the range of possible outcomes and their probabilities
• Understanding current market sentiment and its effect on prices
• Identifying discrepancies between one's knowledge and the consensus
• Evaluating whether current prices reflect intrinsic value or market inefficiencies
• Considering how different scenarios might impact various crypto assets
To outperform in crypto, one's insights must surpass those of the average investor. This means:
• Recognising patterns or trends others haven't yet identified
• Understanding the underlying technology or narrative (e.g., crypto gaming or meme coin culture) and its potential impact
• Analysing the interplay between different factors in crypto like market cycles, global liquidity and mass adoption
• Being willing to take contrarian positions when analysis supports it (e.g., buying during market fear and selling during euphoria)
Whilst consensus thinking seeks simple formulae and easy answers, second-level thinking recognises that success in investing is anything but simple. To achieve extraordinary performance, one must make correct non-consensus forecasts, which are challenging to formulate and act upon. However, it is through these non-consensus views that one can truly differentiate themselves and their portfolio from the norm.
Crypto: A Playground for Second-Level Thinkers
The crypto space, as a relatively young and often misunderstood asset class, presents a brilliant ground for the application of second-level thinking. Unlike traditional, efficient mature markets such as bonds or foreign currency, where information is widely distributed and fierce institutional competition leads to marginal gains, the inefficiencies in crypto markets offer unique opportunities for the brave souls in this space.
These inefficiencies manifest in several key characteristics:
• Information asymmetry: Uneven distribution of news and developments, rewarding superior information gathering and analysis
• Mispricing: Assets frequently trading far from their intrinsic value, creating opportunities for smart investors
• Emotional volatility: Dramatic sentiment swings driven by fear and greed rather than fundamentals
• Complexity: The technical nature of blockchain creating a barrier to entry for many investors
For second-level thinkers, these inefficiencies are a goldmine. By applying deeper analysis and nuanced understanding, they can uncover opportunities overlooked or misunderstood by the majority.
The Art of Second-Level Thinking in Crypto Investing
Investing is not a one-size-fits-all endeavour; it's an art requiring adaptation, intuition, and superior insight. To excel in this competitive landscape, one must outperform the market, i.e., other investors. This demands either exceptional luck or superior insight. As relying on luck is unwise, the key lies in cultivating a deeper, more nuanced understanding. One must think differently and gain an edge that sets them apart from the crowd. This is where second-level thinking comes into play.
Second-Level Thinking: The Competitive Edge
Second-level thinking is the cornerstone of successful investing, especially in new, volatile markets like crypto. Whilst first-level thinking is simplistic and reactionary, second-level thinking delves deeper, considering multiple factors and potential outcomes.
First-level thinking in crypto might sound like:
• "Bitcoin is rising; let's buy."
• "This youtuber said this coin would do 100x by next week; I’d be a fool not to invest!”
• "This altcoin has good technology; it's a sure winner."
• "The market is red; time to sell everything."
In contrast, second-level thinking in crypto involves:
• Analysing the range of possible outcomes and their probabilities
• Understanding current market sentiment and its effect on prices
• Identifying discrepancies between one's knowledge and the consensus
• Evaluating whether current prices reflect intrinsic value or market inefficiencies
• Considering how different scenarios might impact various crypto assets
To outperform in crypto, one's insights must surpass those of the average investor. This means:
• Recognising patterns or trends others haven't yet identified
• Understanding the underlying technology or narrative (e.g., crypto gaming or meme coin culture) and its potential impact
• Analysing the interplay between different factors in crypto like market cycles, global liquidity and mass adoption
• Being willing to take contrarian positions when analysis supports it (e.g., buying during market fear and selling during euphoria)
Whilst consensus thinking seeks simple formulae and easy answers, second-level thinking recognises that success in investing is anything but simple. To achieve extraordinary performance, one must make correct non-consensus forecasts, which are challenging to formulate and act upon. However, it is through these non-consensus views that one can truly differentiate themselves and their portfolio from the norm.
Crypto: A Playground for Second-Level Thinkers
The crypto space, as a relatively young and often misunderstood asset class, presents a brilliant ground for the application of second-level thinking. Unlike traditional, efficient mature markets such as bonds or foreign currency, where information is widely distributed and fierce institutional competition leads to marginal gains, the inefficiencies in crypto markets offer unique opportunities for the brave souls in this space.
These inefficiencies manifest in several key characteristics:
• Information asymmetry: Uneven distribution of news and developments, rewarding superior information gathering and analysis
• Mispricing: Assets frequently trading far from their intrinsic value, creating opportunities for smart investors
• Emotional volatility: Dramatic sentiment swings driven by fear and greed rather than fundamentals
• Complexity: The technical nature of blockchain creating a barrier to entry for many investors
For second-level thinkers, these inefficiencies are a goldmine. By applying deeper analysis and nuanced understanding, they can uncover opportunities overlooked or misunderstood by the majority.
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However, market inefficiency alone doesn't guarantee success. Effective crypto investing requires:
• Emotional management in the face of volatility
• Readiness to seize opportunities when others hesitate
• Applying correct investment principles like risk management
• Continuous validation and refinement of insights
• Awareness of potential black swan events
• Building conviction through thorough research
• and more!
The recent crypto market downturn illustrates this perfectly. While many soy boys panicked, declaring the bull run over and crypto "dead", smart investors recognised an opportunity. The rapid sentiment shift - from predictions of Bitcoin reaching $200,000 to declarations of its demise within days - exemplifies the market's inefficiencies.
It's in these moments of extreme sentiment and mispricing that real winners emerge. By maintaining composure, leveraging deeper insights, and acting decisively, second-level thinkers can capitalise on the very inefficiencies that cause others to falter. This is where fortunes are made in the crypto space.
Applying Second-Level Thinking to Crypto Investing
To navigate the inefficient crypto market effectively, one can apply second-level thinking through the following strategies:
• Look beyond the hype: Evaluate projects' long-term viability and potential impact, rather than chasing trending coins
• Analyse market sentiment: Identify contrarian opportunities by understanding when the market is overly bearish or bullish
• Understand market dynamics: Develop a comprehensive grasp of market cycles, your position within them, and broader economic factors influencing crypto. Apply risk management strategies like dollar-cost averaging (DCA), understand your margin of safety and cultivate good habits like patience
• Evaluate network effects: Assess developer activity, user adoption, and ecosystem growth to gauge a project's potential for success
• Understand the technology and narrative: Delve into the technical aspects of projects to identify genuine innovation and problem-solving potential
• Think in probabilities: Consider multiple scenarios and their likelihood, adjusting portfolios accordingly instead of making binary predictions
The Window of Opportunity
However, it's important to recognise that the current inefficiencies in crypto, or at least to the magnitudes we have since since it's birth, represent a limited-time opportunity. As the market matures, it will inevitably become more efficient, with information spreading more evenly, professional analysts and institutions entering the space and with more people mastering the game, giving the rise to more smart investors in crypto. This trend is already visible in the diminishing gains of Bitcoin since its inception and the reduced returns of top altcoins during market cycle peaks.
While the potential for outsized returns through second-level thinking may diminish over time, those who master this approach currently hold a significant advantage. Compared to other markets, crypto still offers the highest yields for those willing to invest the necessary intellectual effort.
However, market inefficiency alone doesn't guarantee success. Effective crypto investing requires:
• Emotional management in the face of volatility
• Readiness to seize opportunities when others hesitate
• Applying correct investment principles like risk management
• Continuous validation and refinement of insights
• Awareness of potential black swan events
• Building conviction through thorough research
• and more!
The recent crypto market downturn illustrates this perfectly. While many soy boys panicked, declaring the bull run over and crypto "dead", smart investors recognised an opportunity. The rapid sentiment shift - from predictions of Bitcoin reaching $200,000 to declarations of its demise within days - exemplifies the market's inefficiencies.
It's in these moments of extreme sentiment and mispricing that real winners emerge. By maintaining composure, leveraging deeper insights, and acting decisively, second-level thinkers can capitalise on the very inefficiencies that cause others to falter. This is where fortunes are made in the crypto space.
Applying Second-Level Thinking to Crypto Investing
To navigate the inefficient crypto market effectively, one can apply second-level thinking through the following strategies:
• Look beyond the hype: Evaluate projects' long-term viability and potential impact, rather than chasing trending coins
• Analyse market sentiment: Identify contrarian opportunities by understanding when the market is overly bearish or bullish
• Understand market dynamics: Develop a comprehensive grasp of market cycles, your position within them, and broader economic factors influencing crypto. Apply risk management strategies like dollar-cost averaging (DCA), understand your margin of safety and cultivate good habits like patience
• Evaluate network effects: Assess developer activity, user adoption, and ecosystem growth to gauge a project's potential for success
• Understand the technology and narrative: Delve into the technical aspects of projects to identify genuine innovation and problem-solving potential
• Think in probabilities: Consider multiple scenarios and their likelihood, adjusting portfolios accordingly instead of making binary predictions
The Window of Opportunity
However, it's important to recognise that the current inefficiencies in crypto, or at least to the magnitudes we have since since it's birth, represent a limited-time opportunity. As the market matures, it will inevitably become more efficient, with information spreading more evenly, professional analysts and institutions entering the space and with more people mastering the game, giving the rise to more smart investors in crypto. This trend is already visible in the diminishing gains of Bitcoin since its inception and the reduced returns of top altcoins during market cycle peaks.
While the potential for outsized returns through second-level thinking may diminish over time, those who master this approach currently hold a significant advantage. Compared to other markets, crypto still offers the highest yields for those willing to invest the necessary intellectual effort.
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Conclusion
In crypto, second-level thinking is not just an advantage – it's a necessity for those aiming to outperform the market. The competition is weak, the game can be understood easily and the gains massive when we compare to other markets. By developing a deeper understanding of the technology and narratives, market dynamics, correct investment principles, and potential future scenarios, investors can skilfully navigate the crypto market's inefficiencies to uncover unique opportunities - you can either learn through my posts or become broke and humbled the hard way.
Success in crypto investing isn't merely about being right; it's about being more right than the consensus. It demands the courage to act on one's convictions, especially when they diverge from popular opinion. By honing second-level thinking skills and applying them to the inefficient crypto market, investors position themselves to capitalise on opportunities others might overlook. Of course there are no guarantees you will win, but embodying these skills and principles increases your chances ten-fold.
I know I have introduced various concepts worthy of deeper exploration in due time, it's crucial to remember that even the best strategies can falter when confronted with market realities. As Mike Tyson said, "Everyone has a plan until they get punched in the face." In the volatile world of crypto investing, emotional control often differentiates success from failure. The ability to maintain composure and make rational decisions under pressure is paramount, as unchecked emotions can derail even the most meticulously crafted plans.
My next discussion will delve into this critical aspect of investing psychology, exploring practical techniques for maintaining equilibrium and making sound decisions in this mad but wonderful world of crypto.
Tell your family you love them,
BasedOG
Conclusion
In crypto, second-level thinking is not just an advantage – it's a necessity for those aiming to outperform the market. The competition is weak, the game can be understood easily and the gains massive when we compare to other markets. By developing a deeper understanding of the technology and narratives, market dynamics, correct investment principles, and potential future scenarios, investors can skilfully navigate the crypto market's inefficiencies to uncover unique opportunities - you can either learn through my posts or become broke and humbled the hard way.
Success in crypto investing isn't merely about being right; it's about being more right than the consensus. It demands the courage to act on one's convictions, especially when they diverge from popular opinion. By honing second-level thinking skills and applying them to the inefficient crypto market, investors position themselves to capitalise on opportunities others might overlook. Of course there are no guarantees you will win, but embodying these skills and principles increases your chances ten-fold.
I know I have introduced various concepts worthy of deeper exploration in due time, it's crucial to remember that even the best strategies can falter when confronted with market realities. As Mike Tyson said, "Everyone has a plan until they get punched in the face." In the volatile world of crypto investing, emotional control often differentiates success from failure. The ability to maintain composure and make rational decisions under pressure is paramount, as unchecked emotions can derail even the most meticulously crafted plans.
My next discussion will delve into this critical aspect of investing psychology, exploring practical techniques for maintaining equilibrium and making sound decisions in this mad but wonderful world of crypto.
Tell your family you love them,
BasedOG
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Too many soy boys are crying about the current market conditions, but they're missing the bigger picture. The bull market isn't over; it's just waiting for the weak hands to sell. Many of these young crypto nerds simply don't understand how to win in this game. You need to remember what Albert Einstein said: compound interest is the 8th wonder of the world. In crypto, we can access this power through long-term holding.
Short-term trading might seem exciting, but it misses out on the real gains. Here's how compound interest works in crypto: While you hold, fiat currencies are getting weaker. Central banks print about 7% more money each year - that's 0.58% per month. Crypto is volatile, of course, but it has a long-term upward trajectory. If you let this work in your favor, the whole market starts to follow a logarithmic growth path. That's how you access true wealth creation.
If you only focus on short-term trading, you're missing out on this powerful effect. You never know when whale money will enter the market, causing significant price jumps. By holding long-term i.e. playing the market cycle, you give yourself the power to withstand the pain of red days markets and black swan events, assuming you've invested in quality assets.
Remember, money is debasing over time, we can clearly see this as the global liquidity index continues to rise, causing more of an impact to inflation than other elements; but it takes years for this effect to kick into overdrive. It isn't linear; it's volatile. When governments print money, they're not doing it for the sake of it. They're trying to cover demand gaps in the economy. Even during the COVID crisis, we had an 18% GDP gap, so they printed 30% - an excess of 12%. It's better to be safe than sorry in their view.
In the short term, there might be a small GDP gap of 0.2%, but they never get it exactly right. It's impossible to get it perfect. People don't spend newly printed money right away; they tend to hoard it before they deploy it. The economic cycles move along over time, affecting different subsets of people, with insiders holding onto their assets. This is known as the Cantillon effect.
However, when you understand market cycles, you'll see that when institutional money enters crypto, it often happens all at once, leading to "risk-on" periods and huge god-like candles. We're long overdue for a crypto pump, but now you can see how this ultimately works in your favor if you're patient.
We live our lives day-to-day, but when you look at long-term charts, you'll see that the crypto market is trending upwards, global liquidity is increasing, and the value of fiat currencies like the USD is declining. Meanwhile, my diamond balls are getting shinier by the day, and if you are reading this, I’m assuming yours will do.
As long as you've done your homework on what you're holding, you must have the courage to hold and believe. The aim of the game is to have unwavering belief in the long-term potential of crypto. Stay strong, hold on, and watch your investments grow over time.
Call your parents and say you love them,
BasedOG
Short-term trading might seem exciting, but it misses out on the real gains. Here's how compound interest works in crypto: While you hold, fiat currencies are getting weaker. Central banks print about 7% more money each year - that's 0.58% per month. Crypto is volatile, of course, but it has a long-term upward trajectory. If you let this work in your favor, the whole market starts to follow a logarithmic growth path. That's how you access true wealth creation.
If you only focus on short-term trading, you're missing out on this powerful effect. You never know when whale money will enter the market, causing significant price jumps. By holding long-term i.e. playing the market cycle, you give yourself the power to withstand the pain of red days markets and black swan events, assuming you've invested in quality assets.
Remember, money is debasing over time, we can clearly see this as the global liquidity index continues to rise, causing more of an impact to inflation than other elements; but it takes years for this effect to kick into overdrive. It isn't linear; it's volatile. When governments print money, they're not doing it for the sake of it. They're trying to cover demand gaps in the economy. Even during the COVID crisis, we had an 18% GDP gap, so they printed 30% - an excess of 12%. It's better to be safe than sorry in their view.
In the short term, there might be a small GDP gap of 0.2%, but they never get it exactly right. It's impossible to get it perfect. People don't spend newly printed money right away; they tend to hoard it before they deploy it. The economic cycles move along over time, affecting different subsets of people, with insiders holding onto their assets. This is known as the Cantillon effect.
However, when you understand market cycles, you'll see that when institutional money enters crypto, it often happens all at once, leading to "risk-on" periods and huge god-like candles. We're long overdue for a crypto pump, but now you can see how this ultimately works in your favor if you're patient.
We live our lives day-to-day, but when you look at long-term charts, you'll see that the crypto market is trending upwards, global liquidity is increasing, and the value of fiat currencies like the USD is declining. Meanwhile, my diamond balls are getting shinier by the day, and if you are reading this, I’m assuming yours will do.
As long as you've done your homework on what you're holding, you must have the courage to hold and believe. The aim of the game is to have unwavering belief in the long-term potential of crypto. Stay strong, hold on, and watch your investments grow over time.
Call your parents and say you love them,
BasedOG
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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 market cycles, value, risk management, human emotions and narratives will keep you broke.
Your principles are the bedrock upon which genuine wealth is built – not just in finance, but across all realms of life.
These principles foster true self-sufficiency, enabling you to navigate both markets and life's challenges with steadfast resolve. Rather than being swayed by external fluctuations or emotional impulses, you respond based on your core tenets, recognizing and seizing opportunities as they arise. This principle-driven self-sufficiency – the ability to think independently and act with conviction – is the essence of true wealth.
It grants you the freedom to chart your own course, whether in investing or your life decisions, unshackled from the capricious winds of public opinion or market sentiment.
Don't forget to say good morning to your boss,
BasedOG
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 market cycles, value, risk management, human emotions and narratives will keep you broke.
Your principles are the bedrock upon which genuine wealth is built – not just in finance, but across all realms of life.
These principles foster true self-sufficiency, enabling you to navigate both markets and life's challenges with steadfast resolve. Rather than being swayed by external fluctuations or emotional impulses, you respond based on your core tenets, recognizing and seizing opportunities as they arise. This principle-driven self-sufficiency – the ability to think independently and act with conviction – is the essence of true wealth.
It grants you the freedom to chart your own course, whether in investing or your life decisions, unshackled from the capricious winds of public opinion or market sentiment.
Don't forget to say good morning to your boss,
BasedOG
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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 gaming landscape, and is set to bridge the gap from web2 to web3 gaming through mobile gaming.
You can learn more about him and GFAL here: https://www.gaming.net/manel-sort-ceo-of-games-for-a-living-interview-series/
I believe $GFAL will be the catalyst for crypto gaming mass adoption, reshaping the mobile gaming landscape as we know it. In my view, GFAL's destined to be the next unicorn, and we're looking at the floor price right now.
You can learn more about him and GFAL here: https://www.gaming.net/manel-sort-ceo-of-games-for-a-living-interview-series/
I believe $GFAL will be the catalyst for crypto gaming mass adoption, reshaping the mobile gaming landscape as we know it. In my view, GFAL's destined to be the next unicorn, and we're looking at the floor price right now.
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Being too far ahead of your time is indistinguishable from being wrong. It requires patience and fortitude to hold positions long enough to be proved right.
This wisdom captures the essence of "buy low, sell high." Everyone knows this strategy, but why do most fail?
1.Spotting 'Low': Smart investors see value early, but it feels wrong for a long time
2.The Jeet Test: Buying is easy. Holding until others see the value is hard
3. Mental Strength: Market noise breeds doubt. Too many incels on twitter and telegram cause fud. Can you stay firm?
4.Inefficient markets: Your insight vs. market view. This gap tests your resolve. You don’t have any green candles to confirm your thesis, only your knowledge
5.Timing Trap: When "too early" feels like "wrong." Maybe the market realises 2 years from now instead of 3 months
6.The Big Payoff: Patient investors win when the market catches up.
Remember, Bitcoin at $1 seemed absurd to many – that’s why it was sooooo cheap, but visionaries who bought and held realized astronomical returns. Your thesis might face similar skepticism.
In essence, successfully buying low and selling high often requires being "too early" in the eyes of the market. It's this very gap that creates the opportunity for outsized returns – if you have the patience and conviction to see it through, yet only 5% will win.
No one got rich being a trader, only through investing.
If you are reading this, I believe you have a chance,
BasedOG
This wisdom captures the essence of "buy low, sell high." Everyone knows this strategy, but why do most fail?
1.Spotting 'Low': Smart investors see value early, but it feels wrong for a long time
2.The Jeet Test: Buying is easy. Holding until others see the value is hard
3. Mental Strength: Market noise breeds doubt. Too many incels on twitter and telegram cause fud. Can you stay firm?
4.Inefficient markets: Your insight vs. market view. This gap tests your resolve. You don’t have any green candles to confirm your thesis, only your knowledge
5.Timing Trap: When "too early" feels like "wrong." Maybe the market realises 2 years from now instead of 3 months
6.The Big Payoff: Patient investors win when the market catches up.
Remember, Bitcoin at $1 seemed absurd to many – that’s why it was sooooo cheap, but visionaries who bought and held realized astronomical returns. Your thesis might face similar skepticism.
In essence, successfully buying low and selling high often requires being "too early" in the eyes of the market. It's this very gap that creates the opportunity for outsized returns – if you have the patience and conviction to see it through, yet only 5% will win.
No one got rich being a trader, only through investing.
If you are reading this, I believe you have a chance,
BasedOG
💯13❤4👍2👏2☃1
CZ released from jail (he was let out 2 days early). He is going to kill the jeets, end the PVP and kickstart the real bull run.
Up-only programmed for Q4.
I know many of your dopamine receptors are fried and you struggle to read more than 3 sentences, so I'm going to shift these posts slightly.
I've got some juicy Base plays lined up for Oct/Nov. Solid communities, bullish narratives, huge upside potential.
Show some love if you want me to drop these plays here.
Up-only programmed for Q4.
I know many of your dopamine receptors are fried and you struggle to read more than 3 sentences, so I'm going to shift these posts slightly.
I've got some juicy Base plays lined up for Oct/Nov. Solid communities, bullish narratives, huge upside potential.
Show some love if you want me to drop these plays here.
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For the smart ones here, it is imperative that you watch this video:
https://www.youtube.com/watch?v=6nqzwdGxTGc&ab_channel=TOKEN2049
It breaks down the meme coin thesis so damn well, you'll get an insane edge to front-run the narratives that millions of current and new crypto users will soon jump on - I personally believe both gaming and meme coins will do very well this bull market.
For meme coins, this video lays it all out perfectly. Once you grasp how early we are with meme coins and what makes a solid investment, you'll grow titanium balls to hold through the bull run.
Key point: Find projects with strong communities and killer narratives at bargain prices. That's why I've allocated a substantial amount of capital to Base and Pulsechain meme coins (I will focus on Pulsechain coins and narrative at a later date).
This is exactly why I'm mega bullish on 5-10 select meme coins on Base. Throughout October, I'll drop these coins here with my rationale on why they're incredible for bull market speculation.
Watch the video and stop being a dirty jeet. It's pure fucking gold.
The only way to make it in this game is to believe,
BasedOG
https://www.youtube.com/watch?v=6nqzwdGxTGc&ab_channel=TOKEN2049
It breaks down the meme coin thesis so damn well, you'll get an insane edge to front-run the narratives that millions of current and new crypto users will soon jump on - I personally believe both gaming and meme coins will do very well this bull market.
For meme coins, this video lays it all out perfectly. Once you grasp how early we are with meme coins and what makes a solid investment, you'll grow titanium balls to hold through the bull run.
Key point: Find projects with strong communities and killer narratives at bargain prices. That's why I've allocated a substantial amount of capital to Base and Pulsechain meme coins (I will focus on Pulsechain coins and narrative at a later date).
This is exactly why I'm mega bullish on 5-10 select meme coins on Base. Throughout October, I'll drop these coins here with my rationale on why they're incredible for bull market speculation.
Watch the video and stop being a dirty jeet. It's pure fucking gold.
The only way to make it in this game is to believe,
BasedOG
YouTube
Murad Mahmudov - The Memecoin Supercycle - TOKEN2049 Singapore 2024
Learn more about TOKEN2049: https://token2049.com
Follow us on X: https://x.com/token2049
Keynote: The Memecoin Supercycle
Speakers:
Murad Mahmudov, Investor
Stage: Zeebu Stage
#token2049 #memecoin #supercycles #crypto #web3
Follow us on X: https://x.com/token2049
Keynote: The Memecoin Supercycle
Speakers:
Murad Mahmudov, Investor
Stage: Zeebu Stage
#token2049 #memecoin #supercycles #crypto #web3
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Cults: The Key Narrative this Bull Run
In this schizo, volatile, but life changing world of crypto, belief is crucial. To survive the storm of 99% drops, you must have unwavering faith in a project's community or underlying thesis. This titanium-balls mentality forges cult-like communities, as we've witnessed with Bitcoin, Dogecoin, Shiba Inu, and even DeFi projects like Aave.
However, only now is the market slowly waking to the idea that: in crypto, the community is the true asset, not the code. This revelation puts you miles ahead of those still fixated on traditional narratives or chasing short-term jpeg flips on apestore or pump fun. That's a different game altogether, and one where 95% of players lose.
Successful meme coins aren't born; they're forged in fire. They develop resilient communities that outlast brutal market downturns. These aren't your fly-by-night hype projects. The real value of a meme coin flows from its battle-tested, loyal community.
What sets these communities apart? Unwavering commitment. Holders don't just hold – they accumulate and believe in the project and community. They embody a cult-like mentality that prioritizes "vertical expansion" – stacking more tokens – over "horizontal expansion" to other projects. This dedication, coupled with "benevolent whale" holders who maintain large stakes without frequent dumps, creates a potent mix of loyalty and scarcity that drives enduring value.
As the market wakes up to the power of community-driven projects, meme coins with cult-like followings are criminally undervalued. Mark my words: this will be a defining narrative in the coming bull cycle – when you realise 99% of alt coins, including bitcoin, are just meme coins with 0 utility, then you can find the real winners.
Let's talk Base – the Ethereum L2 chain backed by Coinbase that's exploding with growth. It's one area where I'm heavily positioned. Why? Because meme projects on Base with strong communities are incredibly undervalued. Here are two prime examples (1 blue chip and 1 low-cap lottery ticket):
$Chomp
• Best-in-class liquidity-to-market cap ratio
• Whale-resistant token distribution
• Top-tier, original artwork with daily output
• Hyper-active team and community engagement
• Unique character (a guinea pig!) in a sea of dog and cat memes
• Blue chip potential on Base - market cap $13.5 mil
$TIMI
• Narrative tied to Coinbase CEO's pet iguana
• Potential Toshi Binance listing – a potential catalyst for all Base tokens + CEO's pets
• Rock-solid price floor
• Diamond-handed community that weathered a 97% drop
• Explosive growth potential - market cap $240k
I can easily share 5-10 more tokens and write in detail on each one, but remember, understanding the philosophy behind these picks is more crucial than me telling you the next 100x.
Key Takeaways:
1. Hunt for projects with communities that have survived apocalyptic drops.
2. Prioritize tokens with ironclad liquidity and smart distribution.
3. Look for unique sustainable narratives or connections with loud megaphones.
4. Keep your eyes peeled for projects on rising stars like Base.
5. Remember, while cults are driving this bull market, they won't last forever.
Bottom line: Believe in something. Whether it's a project, community, or vision, that belief is your edge in the meme coin game. As the market evolves, identifying these cult-like communities could be your ticket to crypto riches. But always do your homework and remember – high reward means high risk.
If you've made it this far, congratulations. You're going to make it in this game. The real alpha for this cycle? Cults. And the biggest cults for the cheapest price? You'll find them on Pulsechain. More on that soon.
Stay grateful you're alive and in the game,
BasedOG
In this schizo, volatile, but life changing world of crypto, belief is crucial. To survive the storm of 99% drops, you must have unwavering faith in a project's community or underlying thesis. This titanium-balls mentality forges cult-like communities, as we've witnessed with Bitcoin, Dogecoin, Shiba Inu, and even DeFi projects like Aave.
However, only now is the market slowly waking to the idea that: in crypto, the community is the true asset, not the code. This revelation puts you miles ahead of those still fixated on traditional narratives or chasing short-term jpeg flips on apestore or pump fun. That's a different game altogether, and one where 95% of players lose.
Successful meme coins aren't born; they're forged in fire. They develop resilient communities that outlast brutal market downturns. These aren't your fly-by-night hype projects. The real value of a meme coin flows from its battle-tested, loyal community.
What sets these communities apart? Unwavering commitment. Holders don't just hold – they accumulate and believe in the project and community. They embody a cult-like mentality that prioritizes "vertical expansion" – stacking more tokens – over "horizontal expansion" to other projects. This dedication, coupled with "benevolent whale" holders who maintain large stakes without frequent dumps, creates a potent mix of loyalty and scarcity that drives enduring value.
As the market wakes up to the power of community-driven projects, meme coins with cult-like followings are criminally undervalued. Mark my words: this will be a defining narrative in the coming bull cycle – when you realise 99% of alt coins, including bitcoin, are just meme coins with 0 utility, then you can find the real winners.
Let's talk Base – the Ethereum L2 chain backed by Coinbase that's exploding with growth. It's one area where I'm heavily positioned. Why? Because meme projects on Base with strong communities are incredibly undervalued. Here are two prime examples (1 blue chip and 1 low-cap lottery ticket):
$Chomp
• Best-in-class liquidity-to-market cap ratio
• Whale-resistant token distribution
• Top-tier, original artwork with daily output
• Hyper-active team and community engagement
• Unique character (a guinea pig!) in a sea of dog and cat memes
• Blue chip potential on Base - market cap $13.5 mil
$TIMI
• Narrative tied to Coinbase CEO's pet iguana
• Potential Toshi Binance listing – a potential catalyst for all Base tokens + CEO's pets
• Rock-solid price floor
• Diamond-handed community that weathered a 97% drop
• Explosive growth potential - market cap $240k
I can easily share 5-10 more tokens and write in detail on each one, but remember, understanding the philosophy behind these picks is more crucial than me telling you the next 100x.
Key Takeaways:
1. Hunt for projects with communities that have survived apocalyptic drops.
2. Prioritize tokens with ironclad liquidity and smart distribution.
3. Look for unique sustainable narratives or connections with loud megaphones.
4. Keep your eyes peeled for projects on rising stars like Base.
5. Remember, while cults are driving this bull market, they won't last forever.
Bottom line: Believe in something. Whether it's a project, community, or vision, that belief is your edge in the meme coin game. As the market evolves, identifying these cult-like communities could be your ticket to crypto riches. But always do your homework and remember – high reward means high risk.
If you've made it this far, congratulations. You're going to make it in this game. The real alpha for this cycle? Cults. And the biggest cults for the cheapest price? You'll find them on Pulsechain. More on that soon.
Stay grateful you're alive and in the game,
BasedOG
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Sleep fades as BTC shatters ATH after ATH.
Weekly investing posts incoming starting later this week.
Remember: in this game, true wealth for a man is not in the buying and selling, but in the waiting.
Those who mastered patience, controlled emotions, and executed sound investment principles through the depths of the bear market will emerge as this bull run's true victors.
Speak soon,
BasedOG
Weekly investing posts incoming starting later this week.
Remember: in this game, true wealth for a man is not in the buying and selling, but in the waiting.
Those who mastered patience, controlled emotions, and executed sound investment principles through the depths of the bear market will emerge as this bull run's true victors.
Speak soon,
BasedOG
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BasedOG
Cults: The Key Narrative this Bull Run In this schizo, volatile, but life changing world of crypto, belief is crucial. To survive the storm of 99% drops, you must have unwavering faith in a project's community or underlying thesis. This titanium-balls mentality…
Glad to see both Timi and Chomp are moving.
As I mentioned, I could have bull posted a few more tokens but the intention was to teach you how to think, not tell you what the next ticker is. This is how you win, not just in crypto but in life.
That said, a bonus one for you is my biggest meme coin conviction: $misser. The meme is timeless and the community is cult-like.
We are just starting the bull run. Try not to fumble your bags. Don't be a misser.
Back to investing alpha next week,
BasedOG
As I mentioned, I could have bull posted a few more tokens but the intention was to teach you how to think, not tell you what the next ticker is. This is how you win, not just in crypto but in life.
That said, a bonus one for you is my biggest meme coin conviction: $misser. The meme is timeless and the community is cult-like.
We are just starting the bull run. Try not to fumble your bags. Don't be a misser.
Back to investing alpha next week,
BasedOG
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To make it in this game of investing in crypto requires looking beyond today's momentary narratives and understanding deeper value principles. Most investors get trapped by current hype, chasing trending coins – that are already priced in – and making emotional decisions that rarely lead to meaningful wealth creation. The real opportunity lies in seeing through short-term market sentiments and identifying projects with genuine long-term potential.
Emotional investing is the most insidious trap in financial markets. Investors are psychological beings, driven more by fear and greed than rational analysis. Bitcoin's price trajectory perfectly illustrates this: at $15k in November 2022, investors panicked and fled, viewing the asset as toxic and risky. Fast forward 2 years later, Bitcoin is approaching $100k, and the same asset now attracts billions in capital and widespread leverage. The fundamental technology and core thesis remain unchanged—only human perception has dramatically shifted. This reveals a critical truth: market prices are not reflections of inherent value, but mirrors of collective emotional states.
The key is to transcend market hysteria. Identify projects with robust underlying principles, not fleeting trends. I've been strategically dollar-cost averaging into ecosystems with genuine future potential—particularly gaming coins, Base meme coins and the criminally undervalued Pulsechain ecosystem.
Most investors operate on pure emotion. They'll resist emerging narratives, only to frantically buy in at 10x the original price. This psychological pattern is the hidden engine driving crypto's most explosive growth.
The alt coin season is imminent. Watch Ethereum: once it confidently breaks $4,000, a cascade of alternative coin narratives will emerge. Meme coins and community-driven projects will continue to capture imagination and profits, but the real winners are those who understand the deeper technological and market dynamics at play.
Crypto investing is ultimately a test of emotional discipline. It requires the ability to look beyond current market sentiments, maintain a clear-eyed view of value, and position yourself thoughtfully before the crowd catches on. The most significant opportunities often lie where others see uncertainty—and the courage to act on that insight separates successful investors from the reactive masses.
See you at the top,
BasedOG
Emotional investing is the most insidious trap in financial markets. Investors are psychological beings, driven more by fear and greed than rational analysis. Bitcoin's price trajectory perfectly illustrates this: at $15k in November 2022, investors panicked and fled, viewing the asset as toxic and risky. Fast forward 2 years later, Bitcoin is approaching $100k, and the same asset now attracts billions in capital and widespread leverage. The fundamental technology and core thesis remain unchanged—only human perception has dramatically shifted. This reveals a critical truth: market prices are not reflections of inherent value, but mirrors of collective emotional states.
The key is to transcend market hysteria. Identify projects with robust underlying principles, not fleeting trends. I've been strategically dollar-cost averaging into ecosystems with genuine future potential—particularly gaming coins, Base meme coins and the criminally undervalued Pulsechain ecosystem.
Most investors operate on pure emotion. They'll resist emerging narratives, only to frantically buy in at 10x the original price. This psychological pattern is the hidden engine driving crypto's most explosive growth.
The alt coin season is imminent. Watch Ethereum: once it confidently breaks $4,000, a cascade of alternative coin narratives will emerge. Meme coins and community-driven projects will continue to capture imagination and profits, but the real winners are those who understand the deeper technological and market dynamics at play.
Crypto investing is ultimately a test of emotional discipline. It requires the ability to look beyond current market sentiments, maintain a clear-eyed view of value, and position yourself thoughtfully before the crowd catches on. The most significant opportunities often lie where others see uncertainty—and the courage to act on that insight separates successful investors from the reactive masses.
See you at the top,
BasedOG
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