https://x.com/lowercaseboot/status/2008057208773419128?s=20
Been thinking about "cycles" and where we stand right now as an industry.
TL;DR of it all is - back assets. Don't wait for things to retrace or cycle back to lows. Just buy good stuff that is cycle independent. It's much more likely that model is cooked, and most stuff goes to zero, than rotates back. The industry is more cyclic but there are no cycles per say.
Been thinking about "cycles" and where we stand right now as an industry.
TL;DR of it all is - back assets. Don't wait for things to retrace or cycle back to lows. Just buy good stuff that is cycle independent. It's much more likely that model is cooked, and most stuff goes to zero, than rotates back. The industry is more cyclic but there are no cycles per say.
X (formerly Twitter)
boot (@lowercaseboot) on X
I think the concept of cycles is largely cooked. Macro is fundamentally different with institutional money propping up BTC/ETH, and the amount of new coins in circulation is orders of magnitude gr…
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Forwarded from Rick
💊 The White Whale [84.6M/29%] $WHITEWHALE 🔼
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💰 USD:
💎 FDV:
💦 Liq:
📊 Vol:
📈 1H:
👥 TH: 28.5⋅7.3⋅5.0⋅4.5⋅3.0
🤝 Total:
🌱 Fresh 1D:
💹 Chart: DEX⋅DEF
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💰 USD:
0.085💎 FDV:
84.6M ⇨ 87M [10h] 💦 Liq:
661K [x128] ⋅ 🔥📊 Vol:
2M ⋅ Age: 84d 📈 1H:
8.9% ⋅ 70.6K 🅑 83 Ⓢ 114👥 TH: 28.5⋅7.3⋅5.0⋅4.5⋅3.0
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https://x.com/lowercaseboot/status/2008297393608085609?s=20
Reading about this now in more detail. Going to research if their are more credible sources. But the Drug money to BTC pipeline makes a lot of sense. Instability via banana republics going down for our asset class is a major issue we don't really talk about.
Reading about this now in more detail. Going to research if their are more credible sources. But the Drug money to BTC pipeline makes a lot of sense. Instability via banana republics going down for our asset class is a major issue we don't really talk about.
X (formerly Twitter)
boot (@lowercaseboot) on X
This is crazy.
If this is true, it could mean the U.S. government seizes the 4th-largest BTC supply ($60B+), or insiders panic-dump huge bags ahead of enforcement.
Either scenario = serious volatility.
If true, of course…
If this is true, it could mean the U.S. government seizes the 4th-largest BTC supply ($60B+), or insiders panic-dump huge bags ahead of enforcement.
Either scenario = serious volatility.
If true, of course…
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This is a new strategy I've been running for some decent gains. Low stakes optionality just makes sense. Like yeh this might not happen but it isn't crazy if it does and you're gonna give me a 10x. Better odds than memecoins.
https://x.com/lowercaseboot/status/2008462357446463858?s=20
https://x.com/lowercaseboot/status/2008462357446463858?s=20
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My thoughts on where we are in terms of narratives for 2026. IMO this is the year of biohacking. Stuff like peptides will be so on brand that they could have their own mini meta run.
https://x.com/lowercaseboot/status/2008632234732122379?s=20
https://x.com/lowercaseboot/status/2008632234732122379?s=20
X (formerly Twitter)
boot (@lowercaseboot) on X
People have been asking me what / why I’m buying recently, so I thought I’d explain it in terms of narratives vs specific coins.
Broadly speaking, I’m long on...
- AI
- Vibecoding
- Looksmaxxing
- Tik Tik slop
- Long degeneracy
These are narrative buckets…
Broadly speaking, I’m long on...
- AI
- Vibecoding
- Looksmaxxing
- Tik Tik slop
- Long degeneracy
These are narrative buckets…
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The Iran stuff might play out sooner than we thought. Check Polymarket imo, easy markets on this one. https://x.com/lowercaseboot/status/2009458998756651154?s=20
X (formerly Twitter)
boot (@lowercaseboot) on X
I've aggressively added to my $10 position.
I unironically think this has a decent chance of resolving in the next 3 months. I've tiered bids across Jan/March/June. “YES by year-end” at 56c still feels criminally undervalued.
I unironically think this has a decent chance of resolving in the next 3 months. I've tiered bids across Jan/March/June. “YES by year-end” at 56c still feels criminally undervalued.
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Probably everyone has seen this by now but this actually might bring some stability back to the trenches.
My biggest issue of late has been "why hold" when it's a rotational game driven by dev fees. Mitigating that with a different structure allows traders to also win, which is pretty important in the scheme of this if you ask me. I was, pretty damn worried for the state of onchain for a while now. This helps with some of those concerns. Let's see what happens
https://x.com/lowercaseboot/status/2009837875781619985?s=20
My biggest issue of late has been "why hold" when it's a rotational game driven by dev fees. Mitigating that with a different structure allows traders to also win, which is pretty important in the scheme of this if you ask me. I was, pretty damn worried for the state of onchain for a while now. This helps with some of those concerns. Let's see what happens
https://x.com/lowercaseboot/status/2009837875781619985?s=20
X (formerly Twitter)
boot (@lowercaseboot) on X
This is bullish.
@a1lon9 says "major changes are coming" to creator revenue fees in an effort to remove the lopsided incentive structure for serial devving.
I was worried when we had the highest swap volume day on Pump this week w/o any major runners.…
@a1lon9 says "major changes are coming" to creator revenue fees in an effort to remove the lopsided incentive structure for serial devving.
I was worried when we had the highest swap volume day on Pump this week w/o any major runners.…
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building a product rn. If you want early access just shoot me a DM. I'll put you on the beta list.
https://x.com/lowercaseboot/status/2011567937510130093?s=20
https://x.com/lowercaseboot/status/2011567937510130093?s=20
X (formerly Twitter)
boot (@lowercaseboot) on X
I was super sceptical of the vibecoders on the timeline.
I thought it was legitimate larp tech and that there was no real difference between AI models when it came to building.
That was until I built an actual, useful crypto product in my spare time.…
I thought it was legitimate larp tech and that there was no real difference between AI models when it came to building.
That was until I built an actual, useful crypto product in my spare time.…
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honestly this is super bullish for $PUMP. Probably would have been wise to bid the lows last month. They've got unlimited money so I can't see them leaving crypto. https://x.com/lowercaseboot/status/2013485319450948025?s=20
X (formerly Twitter)
boot (@lowercaseboot) on X
I think this makes a lot of sense.
Pump was always an “everything platform.”
It’s a launchpad for ideas, not limited to memes just because that’s what was trending.
Coins will (and do) take many forms. There is no pivot here.
Pump was always an “everything platform.”
It’s a launchpad for ideas, not limited to memes just because that’s what was trending.
Coins will (and do) take many forms. There is no pivot here.
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Some thoughts on the future state of the industry. Also probably a thesis on AI agents being the natural evolution to what we use in this space. https://x.com/lowercaseboot/status/2018076352117932277?s=20
X (formerly Twitter)
boot (@lowercaseboot) on X
I've been thinking about this a lot, and the trends and appetite for crypto are changing.
The future state of “luxury” or “making it” has inverted entirely, because the greatest privilege is bein…
The future state of “luxury” or “making it” has inverted entirely, because the greatest privilege is bein…
Hello.
I let this channel slide but am back. We shall prosper again in the big 26.
I let this channel slide but am back. We shall prosper again in the big 26.
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I might be retarded but I think $MENSA could be a gem.
The content on the timeline around this is next level, and it's so stupid as to be funny for that reason alone. Like it's a anthropomorphic table (not sure that combo of words exists).
I don't even own much of it but have been DCA a bit here and there just because it's the first meme in a long time that made me laugh.
Not seeing much else rn that has this sort of proper meme feel.
Caveat is that it's not endorsed by Ansem at all, maybe he even hates it. Who knows what happens here.
The content on the timeline around this is next level, and it's so stupid as to be funny for that reason alone. Like it's a anthropomorphic table (not sure that combo of words exists).
I don't even own much of it but have been DCA a bit here and there just because it's the first meme in a long time that made me laugh.
Not seeing much else rn that has this sort of proper meme feel.
Caveat is that it's not endorsed by Ansem at all, maybe he even hates it. Who knows what happens here.
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Also
$LFI is down bad recently (I bought the top) but I have also been adding here because I think these sorts of RWA plays make sense thematically for this szn of coins.
Like all the card based RWA stuff cooked so why not Property Liens or whatever complicated shit this is.
I also think they will move to RH or just do something cross chain here because I see them positioning their commentary as "anti base" rn which is interesting.
Like this thing was dead dead and then moved +70% when the team started semi fudding base. Maybe that's alpha or I am a bag holder.
$LFI is down bad recently (I bought the top) but I have also been adding here because I think these sorts of RWA plays make sense thematically for this szn of coins.
Like all the card based RWA stuff cooked so why not Property Liens or whatever complicated shit this is.
I also think they will move to RH or just do something cross chain here because I see them positioning their commentary as "anti base" rn which is interesting.
Like this thing was dead dead and then moved +70% when the team started semi fudding base. Maybe that's alpha or I am a bag holder.
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boot's book of moderately ok analysis.
Also $LFI is down bad recently (I bought the top) but I have also been adding here because I think these sorts of RWA plays make sense thematically for this szn of coins. Like all the card based RWA stuff cooked so why not Property Liens or whatever complicated…
Maybe I was on to something....
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This cannot be a coincidence pump. So much language on the timeline about coins moving to RH - the home of RWA (for some reason) - it just makes so much sense LFI does this and benefits from the liquidity.
https://x.com/lowercaseboot/status/2079889796533756394?s=20
Some thoughts on pons/pump. This is larp analysis.
Some thoughts on pons/pump. This is larp analysis.
X (formerly Twitter)
boot (@lowercaseboot) on X
This is an interesting question tbh...
I think it really comes down to two schools of thought.
- Pump is looking at Pons/RH and wants market share via competition in the launchpad space.
Or
- …
I think it really comes down to two schools of thought.
- Pump is looking at Pons/RH and wants market share via competition in the launchpad space.
Or
- …
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Being early to stuff is the meta. So you absolutely should be trading on https://dyorswap.org/?chainId=988 rn
Bridge here
https://relay.link/bridge/robinhood?fromChainId=988
Bridge here
https://relay.link/bridge/robinhood?fromChainId=988
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