HanJay Contemplates
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I vocalize my thoughts here. DM: @hanjasonn. Tweets x.com/hanjaycrypto. Casts warpcast.com/hanjay.eth

Disclaimer: I'm 80% builder and 20% investor, so it's not a trading channel. But you would find a lot of hidden opps if you read carefully.
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no bear in bittensor eco. chutes is leading
no bear in bittensor eco

will be less than <10 winning subnets

stack chutes, targon, gradients, etc
something you dont know is that sui doesnt have that many eco coins to ape. spotting out the ones that will be outperforming the market is pretty ez

i'll buy walrus
the majority of stablecoin projects expect for usdt & usdc is working just like tokenized hedge funds

this project on megaeth has a pretty different approach. it's on my radar https://x.com/capmoney_
HanJay Contemplates
i place a big hope on others/btc market cap. btc hits a new low but this chart hasnt. if btc forms a bottom here (around 76k) and others/btc market cap is protected then from TA standpoint its a pretty good sign. this chart is already at its lowest level since…
i updated this chart on mar 11 when the 14-day rally started. new update on this chart today after a bunch of tariff-related turbulences. we hit a new bottom on apr 7. we're back to where we were nearly 4 years ago

could be the bottom? depends on cpi news out on may

but i think we'll NEVER be back to the peak of this chart (jan 22)

https://t.me/hanjaycrypto/2384
MKR/ETH >=1 is not far away

if you're holding ETH, why dont you convert all of them to MKR?
Forwarded from Birds of a Feather
The past month has been challenging. Due to a structural shift in price drivers in crypto, from an industry specific regime to a macro one, my instincts and reads on the market have not worked.

I used to ‘feel’ like I’ve an edge judging by how much of a sense I had on explaining market moves, but since then I’ve been off. Could be a bad streak, could be something else, only time will tell.

Since the month of March I’ve been basically breakeven with trade volumes dropping 60-70% vs past month averages. I’ll continue keeping volumes low and S/Ls tight until I determine that market movements are in my favor once again.

To reiterate, I still don’t think the HTF picture has changed for crypto - we were in a bear market before tariffs and I think we’re still in one. I still prefer to look for short setups on alts (non-BTC) on bear market rallies, as I don’t think we’ve approached deep value territory for any of these coins just yet.
aothecomputer and tari are the 2 non-evm l1 im watching

no vc backing, full of ogs. ao has been on the mainnet and tari is still in testnet and pre-mining phase
simple description: defi is winning
fuel l2's last round val was around $800m-$1b and it's being traded at $121M fdv ($55M mc)

shows how easy it was to follow narratives and raised hundred of millions back in last bull. might also show $fuel is way undervalued i dunno
HanJay Contemplates
aothecomputer and tari are the 2 non-evm l1 im watching no vc backing, full of ogs. ao has been on the mainnet and tari is still in testnet and pre-mining phase
it looks...fun

i've known about tari since 2019 back in the incognito days when i dealt with monero guys. came across tari which was the a side project built by monero leaders back in the time

it's been 6 years and this project is trying something now. worth-trying and worth-mining
auto-farming mode
wanted consumer app ideas by ai16z

https://x.com/zebird0/status/1912168712830165330