Added $RSTK | Restake Finance DAO to mid-term bags

It is LIDO of EigenLayer, first mover with token among restaking projects.

My thesis is:

✅After BTC ETF gets approved ETH is next.

✅LSDs will fly again as people look ETH beta plays.

✅EigenLayer airdrop hype goes up in Q1-Q2
(They already have $1B TVL)

✅Swell airdrop in Q1 as well.

Overall LSDs should be hot again in Q1-Q2

➖➖➖➖➖➖➖➖

$10M MktCap for first mover is still low IMO.

Boostraping event on Fjord ended around 0,37$, now price is 0,5$
So max downside is 30-40%

Presalers got 100% at TGE and likely dumped on last big candle

Strategic sale has 3m cliff then vesting so perfect timing
Team can't dump very soon.

Only thing holding it is audit, which they have in process with OpenZepelin - Tier 1 audit company

IMO Kelp is better and more trustworthy but they don't have token yet so Im gonna play first mover.

Also big influencers in which is crucial

Smart money and whales accumulating and have only slight better entry than us

NFA.
DYOR.

https://x.com/RiddlerDeFi/status/1737486332656517172?s=20

If you ever used Socrates(shared few tweets on my Twitter) check if you received some airdrop.

Claimed mine few min ago.

https://socrates.com/airdrop

If you missed it there will be another one in Jan, here is detailed info https://x.com/Socrates_global/status/1737776352995013021?s=20

Broke resistance 🤝

Merry Christmas everyone 🙏

Spend today with you family and take day off charts.

Was crazy and tired year behind us, but better days are coming for us 🔥

We'll crush 2024 together 🤝

This is why most people will stay poor in crypto

Res is up 80% in few days on RSTK(including me) yet guys like this tell us we are living under the rock

Although they are right in terms of tech(which I stated also that I think Kelp is more trustworthy) they don t see investment side.

You can t invest in Kelp for now bc there is not token yet.

RSTK is first mover among restaking narrative WITH TOKEN.

IMO best way to play this is deposit into Kelp and buy RSTK.

This way you win on investment side and on airdrop / tech side.

Don t be MAXI and stick to only one option so you miss crazy opportunities.

I have nothing against these guys or shitting on them.

Just trying to show you what you have to avoid to make it.

Because I was that guy in past.

Here is same guy arguing with Andrew.

If you are using Vaultka here is a chance we can team up and earn together💰

Full explanation:

https://x.com/CryptoGideon_/status/1740361053299445991?s=20

Perfect example how bullish double bottom pattern can be👀📈

Especially if whole market is bullish or there are catalysts.

Closed earlier that trade but most important is that your thesis was right.

Never invest based on feelings.
You have to have a plan.

Compound small wins and retire early💸

2x for now on RSTK 🤝

I see some guys saying: " RSI is in downtrend, volume going down, I will wait and buy dip"

Yet RSTK keeps going up.📈

Don t complicate things on new tokens and first movers with TA.

Every first mover below 10m mktcap is a no-brain buy

About taking profits with first movers:

Usually first movers like MUBI, LBR, PENDLE, GMX, RLB had crazy run bc they were:

1️⃣First to offer their product in their sector

2️⃣First to offer token

With RSTK it is not first to offer product but it is first with token.

So IMO this one will run hard untill other restaking projects launch tokens

My strategy is to take profit either on:

✅️ EigenLayer airdrop in Q1-Q2

✅️ Other projects launching tokens and sector becomes oversaturated

Each scenario is to take place in Q1-Q2 so RSTK still has room to grow

Im TP on thesis and MktCap, not price.

50-100m MktCap would be gud start to take some profit as we are 5x-10x already up

I think this is same scenario we had with UNIBOT and Maestro

We have Kelp which is more backed and trustworthy(Maestro back then)

But RSTK is first with token(UNIBOT)

UNIBOT ran hard until first forks started to pop up

People thought it was over and UNIBOT ran even harder bc those forks were cheap cash grabs and low quality

Eventually quality projects catch up(like banana) and first mover cools off

So our goal is to sell before this narrative gets oversaturated or quality projects with tokens catch up first mover

first mover thesis working out well. Currently at $1.02 which is about 3x from where the initial first candle buyers are. Anyone who got in basically are having a good holiday. Don't see this fizzling out until their competitors go to market.

I know of a few that are ready in the wings so make sure you guys don't top ape thinking that this is the only EL restaking project out there. There will be blood in the streets as product and tokenomics will start to matter. See Lybra finance case study and how it played out.

But for now. We feast, especially on high liquidity tokens where you can size in well.

Meme play for Chinese New Year - $TYRANT

This year will be dragon year.
TYRANT is dragon meme and also has ties with Vitalik

See this tweet and you'll understand why, Asians are rushing to marry ASAP so they have kids in Dragon year:
https://x.com/thedefiedge/status/1739902240620765265?s=20

Explanation:
https://x.com/Cryp__toad/status/1722588972222939627?s=20

$4,3M MktCap

I won't enter because I don't like downside and have funds elsewhere but if you want to put some money in this narrative this is one of the plays.

CA:
https://dexscreener.com/ethereum/0x3af73bb96b335fc0fd2c4cf39ce95f3ff8c8de66

NFA.
DYOR.

Added $ORDS | @OrdiswapLabs today

First AMM for BRC tokens.
Think of it as Uniswap for ERC tokens.

https://x.com/cryptomorgz/status/1741049078991986789?s=20

Real MktCap is around $15m

Team locked 1m liq for 1 year so they are serious

Massive $5M volume in last 24h

Advisors have 3 m cliff so no selling pressure
Presalers have 75% vested over 6 months
They likely dumped 25% from TGE already

They have EVM bridges and will have own stablecoin

Audit and dapp going live by 15th Jan - Perfect timing with BTC ETF + max downside 30%

If they pull this off it will run hard...
Imagine investing in uniswap in early stages👀

https://dexscreener.com/ethereum/0xfe9e7931e55c514c33d489c88582fa36e84bd8e3

NFA.
DYOR.

Big KOLs in

Top unrealized profits are small, so low dump risk, fresh and smart wallets accumulating, while most early buyers sold, perfect combo👌

💹 Top 3 Realized PnL in 30 days:

+--------+--------+-------+
| Add    | Profit | %     |
|--------|--------|-------|
| 0x1115 | $28K   | 29.6% |
|--------|--------|-------|
| 0xB296 | $19K   | 49.1% |
|--------|--------|-------|
| 0xb720 | $14K   | 43.5% |
+--------+--------+-------+

📈 Top 3 Unrealized PnL in 30 days:

+--------+--------+-------+
| Add    | Profit | %     |
|--------|--------|-------|
| 0x4713 | $6.7K  | 27.3% |
|--------|--------|-------|
| 0xfCa3 | $5.3K  | 14.1% |
|--------|--------|-------|
| 0x20D7 | $4.8K  | 24.9% |
+--------+--------+-------+

Love to see support holding great👀🔥