DoomPosting
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Degens Deteriorating
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πŸ‘4πŸ‘€2πŸ”₯1πŸ—Ώ1
FYI still strong debate as to whether big T actually can save it

We’ll see

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πŸ‘€4πŸ‘Œ1
DoomPosting
As Andreesen pointed out long ago, β€” Watch for the perma-bulls who finally flip bearish, because this is the ultimate sign that the bottom may finally be in β€œThe bottom did not come in until the demoralization was so comprehensive that the tech crash wasn't…
β€œThe bottom did not come in until the demoralization was so comprehensive … it was just sad and depressing”

Notice how PERFECTLY that post timed the real bottom

To the minute

The moment the strongest perma-bulls finally give up and capitulate to bearish

β€” Is exactly when the markets finally flip bullish

Markets are incredibly good at making you sell the bottoms and buy the tops

Andreessen was right

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πŸ‘4😁1🀯1πŸ™1πŸ’―1
Influencers betting on a $TRUMP sell-on-news event, on or shortly before the inauguration

Price currently at $70

As said yesterday, In the short-term, sell-on-news / sell within 24h of Binance listing is reasonable

But, we’re just at the START of a major bull run now β€” which complicates everything

Reasonable that sell-before-inauguration is a decent short term move, while in medium term it may well go higher

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πŸ‘€6😁1
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DoomPosting
We have entered the early stage of the late stage of the cycle Biggest gains coming toward the end of this year Prepare now πŸ„³πŸ„ΎπŸ„ΎπŸ„ΌπŸ„ΏπŸ„ΎπŸ…‚πŸ…ƒπŸ„ΈπŸ„½πŸ„Ά
Hugest gains always come toward the END of the 4-year cycle

Biggest 4th year of the 4-year cycle has officially begun

Don’t think of calling top until we near Nov/Dec 2025

Gains will only keep getting bigger until then

Ofc with many short pullbacks along the way

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DoomPosting
Another classic VC rule of thumb, β€œ1/3, 1/3, 1/3” i.e. 33% β€” are 100% loss, straight to $0 33% β€” are ~1x, break-even 33% β€” are the bulk of returns Which turns out to be partially right, in that ~66% either return 0 or break-even β€” But off on that last…
Classic early-stage investing rule of thumb:

β€œOne Deal Returns The Fund”

Direct consequence of power-law distribution of returns

Do whatever it takes to be sure you’ll catch that ~1

β€” e.g. not dumping 100% too early, to β€œtake profits” like an absolute moron

Miss that 1 and your portolio is DEAD

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πŸ‘€5πŸ’―4