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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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
Thinking of holding ripple.
Looks like all outsiders think it will replace swift
its been nearly 3 weeks since the beginning of the rally (let's call it post-libration one or april one). no new information on specific trade-war deal between us and other countries. newest info says that the negotiation wouldn't take a short amount of time.

seems like we're running out of positive news, which is a set up for an alt correction (don't short btc as the decoupling has been confirmed i think). I think we'll have a correction here but the apr 9 bottom will still be kept

in the last 3 weeks, it's turned out that ai and meme are 2 outperforming sectors. all not-sui l1/l2 assets and not-hype defi / productive assets outperformed the 2 mentioned categories.
here's the example of alt dispersion in this rally

price growth starting from apr 16:

MKR: +17%
ZEREBRO: +378%

it's not healthy
okay thatss pretty high
Forwarded from Ian's Intel
MICROSTRATEGY PURCHASES 15,355 BITCOINS BETWEEN APR 21 - APR 27 AT AN AVERAGE OF $92,737 (TOTAL: $1.42B) — Link
buy in may and pray
Forwarded from Shoal Research Hub
Alliance Cohort 14 Demo Day

Highlighting standout Crypto, AI, and Stablecoin startups from AllianceDAO’s ALL14 Demo Day👇

Source: https://x.com/kyparus/status/1917628529249833143?s=46&t=ywALktyM5ZCyt-zigN5Big
initial jobless claim out ystd signals the need for money printing. apr non-farm payroll will be out today