i think Bitcoin is finally catching up with Gold as the global hedging asset.

outperfoming level in descending order

Gold > Bitcoin > Equities

nice catch

according to nachi, market bottomed. i also called for the bottom on apr 9th

https://x.com/alphawifhat/status/1914243855488360718

last round val of Zora was $500M - $600M FDV

wondering if $ZORA can climb to that high on the first live day

deposit cap of mkr on aave is running out of capacity.

folks are locking their asset that is much better than many equities

https://x.com/dcfgod/status/1912275602553598380?t=qMTQUxQFLol_grpDEr_Bow&s=19

CTs made a term for this today: 'the decoupling of BTC from stocks'

Babylon suddenly sits on a bunch of monay as btc spikes

nothing much to update as i started to deploy on apr 9 and fully deployed on 13rd. bought some bitcoin just ystd and will hold it for 5+ years. will let my portco run from now onwards. also told my gf to stop dca-buying bitcoin if the price surpasses 100k. took a loan against my portco to get some cash and use this as my flexible portco that can be deployed and retreated in ltf. now dive in researching gems that can do x10 in a matter of days and will share them here (i've actually shared about many of my on-the-radar gems here for awhile).

others finding new local peak

local bottom was apr 7 and 9. hope that it is the generational bottom

what's the most surprisingly bad news launched out of the blue that can bring down the market again?

- other countries and us suddenly stop dealing
- china-us negation suddenly hits the rocks (enough to call it the new level of trade war escalation)
- armed conflict at some point of the world suddenly outbreaks

now place your expected probability on each incident/occurrence.

never late to read this first cyclers

https://t.me/hanjaycrypto/2327

update on this $btc chart https://t.me/hanjaycrypto/2185

my prediction was we would stay at pre-100K for awhile. it was right until the tariff thing. we stayed above this level until feb 24. we are finally being back to this pre-100K band thanks to the pump ystd.

if this level is kept, you can be confident to long alts (selective ones)

if you deployed wen bitcoin was at anywhere under the pre-100k range, it's so good on you

if you deploy wen bitcoin finally keeps the pre-100k range, it's fine because the range keeping and conviction go hand in hand.

the march rally happened in 2 weeks - 14 days then sudden tariff-related news destroyed everything. looks like 14-16 days have become the standard length of a bull rally taking place in the middle of the bear.

just want to remind that the uncertainty on the outcome of the trade war still lingers on. can't say, with > 90% confidence interval, that we're out of the bear. if you bought early then it's all safe. remain bullish in mtf & htf tho.

the range gotta be kept: https://t.me/hanjaycrypto/2525

taling about $TRUMP

There are multiple ways to interpret the price action of the Trump Dinner for memecoin holders.

The clearest to me would be that we’ve moved firmly into risk-seeking territory. An event which usually would have zero price impact on a coin has now moved it 50% within an hour.

The market is hungry and ready to ape coins. Have your shopping lists ready 🫡

let's re-create this list https://t.me/hanjaycrypto/2134 for the q2 & q3 2025 rally #newlylisted. i have exposures on many of them

prompt
kaito
gun
zora
wal (leverageable via navi protocol)

infra:

bera (leverageable via beraborrow, dolomite, etc)
fuel
pi
plume

the birth of 21capital will make moves in btcfi category very much worth-watching

https://t.me/hanjaycrypto/2418