Markets looking rough tbh

next FOMC meeting not till March 21st

keeping spot exposure in $POLAR, $IMGNAI, $SCREAM, $XI, $RLB, $GENE, $GEAR

might hedge with a low lev short. feeling comfy in my bags, but macro not looking amazing

SEC coming after ETH staking hard. Final line of defense is $21,600 $BTC

During these lil mini bull markets, taking profits into USDC is important

I’m not always the best at that, but what i’ve noticed is that when i do take profits, i throw a lot into seed rounds.

basically it forces you to swap to USDC and lock it away for a few months to a year in a VC round/ haha

then you eventually will get your monies back a year later with worse case B/E, but usually with profit.

nothing feels better than being up 10x with linear vesting every month. basically a fat paycheck every month haha

anyways, i’m roughly ~10% USDC. rest is in spot altcoins.

i also hedged with a $BTC short 15% the size of my liquid port. that is something i wanna do more often

ahhh fuck is it gambling sznnnn?

yes it is, super bowl coming out and i found a sports gambling crypto protocol on $OP

https://dexscreener.com/optimism/0xc50958e82c36b8d6d0baf555f90b76b0a28ceeeb

https://twitter.com/OvertimeMarkets

macro is pretty bad tbh, but gamblers gamble during big sporting events haha. def a shorter scalp play

yes, i am gambling that people will gamble. if there is one thing i remember back in 2018 bear market was crypto gambling dapp's printed. similar enviroments

https://twitter.com/GiganticRebirth/status/1444111421067907081?s=20&t=llrrSSHjtnLaJFSUyk9nXg

im here every day checking into the crypto world. thats the difference between me and you. you pay attention when price goes up, i pay attention when price goes down. wether you like it or not late 2024 the markets will probably be mooning. this is the time to stack ETH, flip it in shitcoins, and hit the bull market hard with hella $ETH.

Found another AI token. $2m marketcap w/ $1.1m of liq (really nice ratio)

Market conditions are wonky, but this is the type of gem that you frontrunt the market and buy now, or wait and buy at a $5m-$10m marketcap

Apparently Chinese and AI releated, seems boolish

https://dexscreener.com/ethereum/0x6d76f7d16ca40dd13e52df3e1615318f763c0241

I personally like all the regulatorily bear stuff up in the air. If everyone was bullish right now, then I would be even more skeptical we get a death red bear candle. Bull rallies, aka echo bubbles, whatever you wanna call them, need to be fueled by liquidating shorts. I think we chop down the next few days allowing more shorts to pile up, then we move back up later this week or next week to $25k $BTC

alright. i initially spotted this @ $3 and faded it which is why its taken me so far to psychologically look at it as +EV, buttt

https://dexscreener.com/fantom/0x3d6c56f6855b7cc746fb80848755b0a9c3770122

currently has $3.4m in liq @ at $3.1m marketcap

SpookySwap, $FTM's leading dex, has $110m TVL @ a $18m marketcap
Equal, has $34m in TVL @ a $3.1m marketcap

If we using TVL as a valuing metric, its undervalued by 2x to market price, plus if your bullish FTM then more money is coming into the ecosystem.

At a $3.1m marketcap with $3.4m of liq, thats a postive ratio in liq to marketcap LOL, bullish asf imo

anyways, probably more of a short term trade as im probs going to buy shards for Insrt's new rock vault. each "shard" is 0.08% of a EtherRock @ a price of 148 ETH. EtherRocks are the original NFT, they were seven figs last bull market btw

https://twitter.com/tier10k/status/1625424787504865280?s=20&t=NbkP9CtkyRLWXDPIpkKxVA

LMAO, okay so $BLUR billion dollar FDV announcement right as airdrop happening is smart AS FUCK.

This is buy any dip kind of play. If we get a bad FOMC im aping Blue airdrop hard

https://app.insrt.finance/vaults/0x185B6B13Be7cEfa99262AF1F78ae87213E4DDD3d

Public Mint in 30 mins

Each "shard" represents .08% of an EtherRock @ a price of 148 ETH

Floor for EtherRocks is 220 ETH plus you might get a future airdrop of Insrt + also receive yield on the EtherRock through Jpeg

this is live:

https://app.insrt.finance/vaults/0x185B6B13Be7cEfa99262AF1F78ae87213E4DDD3d

why would you buy?

there are 1234 shards each .12 ETH, which total up to 149 ETH in total for the EtherRock

EtherRock floor is currently 220 ETH, so your buying in at a 70 ETH discount to current floor price and can buy 1 shard or 100 shards

You also will get an airdrop of $INSRT when there token launchs

Oh, you also will earn around 12% APY by just holding onto your shard with yield from JPEG

$GENE up 3-5x from my apes, still under $1m marketcap. Think this keeps running tbh

https://twitter.com/KnightsInvest/status/1625958950335127554?s=20&t=G1YN-u0nhY85vyNEx2Qd1Q

here's a cool thread i found on my $GENE thesis

China pump it

https://twitter.com/noodleofbinance/status/1625941125487017989?s=46&t=58aFG6o36btW7e8oafn3mg

late night ape:

https://dexscreener.com/arbitrum/0xc0f05732d1cda6f59487ceeef4390abcad86ea3e

gambling website on arbitrum. $4m circulating. $13m FDV.

while the ciruclating is a little high, they are making poker for crypto which is super cool. I could see a crypto poker gambling protocol doing good, plus it has all the normal gambling games

anyway gn frens, just aped a lil

https://discord.gg/utZUJQvnzH

Apparently a new project from the canto dev. whitelist with 5 invites. would probs try for that, WL could be worth alot in this market

hope all you degens had an amazing weekend!

first time adding $IMGNAI since $1m marketcap. seems like a relatively strong floor here & i think AI narrative keeps going. keeping a few ETH dust to throw into any new shitcoins that come out this next week

besides that im sitting comfy in my bags. it doesnt seem like macro crypto profits have flowed into on chain alts yet, so attempting to frontrun that, cheers!

https://dexscreener.com/ethereum/0xe471f93c2be15b64e9ec63bbf485446cb934e8c4

havent used my discord since last bull market but will start using that also:

https://discord.gg/VgNvGra8vP

think bidding key FTM ecosystem alts will be a profitable trading strategy soon

$SCREAM https://dexscreener.com/fantom/0x30872e4fc4edbfd7a352bfc2463eb4fae9c09086
$EQUAL https://dexscreener.com/fantom/0x3d6c56f6855b7cc746fb80848755b0a9c3770122
MORE RISKY $IB https://dexscreener.com/fantom/0x304b61f3481c977ffbe630b55f2abeee74792664

About to grab some pizza, NIA HAO WEALTHY CHINA MAN

im officially onboard the China train: https://dexscreener.com/conflux/0x1112a6c61a2eec4bd3aec78bd5bf3396bdd37d57

From fren, "Conflux has been amazing - Partnership with chinese instragam 2 weeks ago for NFT profiles which has 200m users, then announced partnership with china telecom which they have already made a joint blockchain sim card for testing in HK. Shangahi government invested 5m$ and only public blockchain compliant in China. You can call that just a narrative or whatever but it has more basis then most layer 1s. The alts on Conflux are up 1000% just this week"

$PPI is the biggest dex on Conflux

Use https://chainlist.org/ and search Conflux to add chain to metamask

Bridge here: https://app.multichain.org/

Faucet for $CFX: https://conflux-faucets.com/

anyways $PPI has a $7m marketcap, and as the biggest dex on $CFX ($600m marketcap), it just seems slighly undervalued. if the Shanghai gov actually invested in $CFX as chain's blockchain, v bullish