according to nachi, market bottomed. i also called for the bottom on apr 9th
https://x.com/alphawifhat/status/1914243855488360718
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
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
folks are locking their asset that is much better than many equities
https://x.com/dcfgod/status/1912275602553598380?t=qMTQUxQFLol_grpDEr_Bow&s=19
HanJay Contemplates
i think Bitcoin is finally catching up with Gold as the global hedging asset.
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).
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.
- 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.
HanJay Contemplates
it's what written in textbooks 100K is a really important level. the chart tries to paint a breakout then turnd down that it's a fakeout. let's pretend we haven't broken 100K yet. it will stay at pre-100k support for awhile imo
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.
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
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
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HanJay Contemplates
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…
just want to remind that the uncertainty on…
Forwarded from Birds of a Feather
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 🫡
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
prompt
kaito
gun
zora
wal (leverageable via navi protocol)
infra:
bera (leverageable via beraborrow, dolomite, etc)
fuel
pi
plume
Telegram
HanJay Contemplates
using this post for my own trackin.g list of newly-listed low-cap coins im looking at. not a shill, im just following them to understand how market are absorbing newly-listed. $x is the reason why you should take an eyes on these coins. will keep update.…
the birth of 21capital will make moves in btcfi category very much worth-watching
https://t.me/hanjaycrypto/2418
https://t.me/hanjaycrypto/2418
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HanJay Contemplates
anyone knows how btcfi is doing? seeing an influx of og builders rolling out products trying to capitalize on the biggest yet inefficient asset chain. starknet seems to be pretty big on it. why now?
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…
update on others/btc. last update was on the day of the local bottom of march rally (mar 11) https://t.me/hanjaycrypto/2384
tariff things brought us down to the new level. the post-election low from which we pumped in q4 last year was broken brutally
we quickly recovered and are approaching the nov 24. remind me of an investing principle that have resonated down the cycles: the dooms when no one believes are for buying
the 4-year cycle is no longer valid so have zero hope that the chart will be back to jan 22 peak (if you still place any hopium on the event, seriously we need to see the chart bounces 4 times. even the most pumpy alts now find it hard to x4 in a serious rally)
but i do hope the 'reaching the /btc ath' will happen with a selective list of alt categories. considering defi and some l1s. ai has the high chance to pump but all the charts have been slaughterred badly, they can pump but hard to believe that they can outperform btc that hard.
tariff things brought us down to the new level. the post-election low from which we pumped in q4 last year was broken brutally
we quickly recovered and are approaching the nov 24. remind me of an investing principle that have resonated down the cycles: the dooms when no one believes are for buying
the 4-year cycle is no longer valid so have zero hope that the chart will be back to jan 22 peak (if you still place any hopium on the event, seriously we need to see the chart bounces 4 times. even the most pumpy alts now find it hard to x4 in a serious rally)
but i do hope the 'reaching the /btc ath' will happen with a selective list of alt categories. considering defi and some l1s. ai has the high chance to pump but all the charts have been slaughterred badly, they can pump but hard to believe that they can outperform btc that hard.