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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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.
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
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 🫡
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
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.
on-my-radar

my tradfi friend introduced it to me with the intro: allows for new types of hl-involved delta-neutral strategy

raised $20m led by hackvc

https://x.com/Theo_Network
fact that daily btc is forming a ss and many alts are forming ih & gs & ss signals a correction incoming. makes sense to stay in pre-100k range until a trade war/rate cut news emerges
still think this rally will be the time for productive assets integrating rwa

that's why my 2 biggest bags right now are mkr and hype. bought quite early and being in profit rn.
l1 trade is always a printing trade in every rally/cycle if you're able to pick the right ones. case in point, sui in q4 24. many l1s will underperform. picking the right productive assets to trade sounds easier than picking the l1/l2 assets to trade because there're not many of them. easy to spot out the standouts.
ai trade, yeah you don't want to miss that as ai is already the talk of the town. point is many blockchain x ai things now look like toys in comparison with serious ai things outside of crypto. im bullish the most on the layer of ai-powered application that bridges between onchain and web2 world. defai applications are the remarkable example.

i bought ai16z and virtual but didn't size enough. prompt bag is bigger
Eyes on noble. Stablecoin chains make sense. Beat Tron
Trade the events

currently in profit at the bet '0pbs changed in fomc in june'
tldr: fraxtal is now an L1, $fxs will be renamed to $frax and be the gas token of fraxtal l1