Gm,

If you’re losing, don’t worry — we’re all losing.

Most alts are down 40–60% over the past 90 days.
Aside from two exceptions (Mantra & OKB), everything’s in the red.

And that’s just the top 35. It’s the same — or even worse — across the top 100.

A few weeks ago, I said I was done buying dips, which in hindsight was probably the right call.
Unfortunately, I didn’t sell much of my bags either.

Anyway, just saying this so you know everyone is losing, it's not just you.
There was almost no way to come out ahead if you were holding any asset for the past 3 months.

And it’s not just crypto — that’s the same across most markets.

I also don’t think more than 10% of CT sold back in early January, when we were starting the year full of optimism — Trump election season, bullish catalysts for crypto, most people saying the bull run just started, etc.

But things change fast. You have to be ready to adapt.

This is a tough time, no doubt. But things will get better — they always do in Crypto.

Right now, no one really knows if this is a good time to buy the dip, if we’ll go lower, how long it’ll last, or whether ETH will ever make a full comeback.

We're in a period of total uncertainty. The macro situation is shifting constantly, and everything is super volatile.

Personally, I’m just slowly starting to deploy again — but I’m not rushing in.

What are you doing? Do you have any dry powder left to buy? Are you stuck with your bags? Are you leaving until things get better?

Gm,

In case you missed some of my Latest Posts:

🔗 Crypto x AI Synergy
🔗 Lens x Avail, Pick&Shovel Play and Data Narrative


Latest Newsletter Editions:

🔗 Deep Dive on Sonic
🔗 Case Study on Stablecoins & Zoom on Resolv and Level
🔗 Deep Dive on RWA-Fi through Maple Finance & Plume
🔗 Deep Dive on Sei


Instagram Post:

🔗 Risky Assets like XMW holding up better than ETH

I'm researching many projects these days, there is a lot of interesting stuff.

Especially on newly released tokens or projects with updates/upgrades that are not priced in yet.

However, it will all make sense when there is less uncertainty and the market recovers.

For now even great updates and strong fundamentals are not tied with good price performance.

🫡

Gm,

In case you missed it, here is a recap of what happened with Mantra $OM today.

Another catastrophic event in crypto.

🔗 What happened & Theories
🔗 Investigation on $OM collapse & Thoughts
🔗 Response of the founder
🔗 MantraDAO Red Flags
🔗 Association with Polkastarter & Polkastarter potential scam
🔗 Good lessons from this situation

As you know I've talked about $OM before, as it was among the leaders in the RWA Narrative, and I held $OM at some point.

Fortunately I sold the whole bag a while ago, made a good profit on $OM. Which shows once again that it's better not to be a bag holder for too long in crypto.

And always take profits!

The RWA Narrative as a whole is still bullish tho.

Stay safe guys 🫡

$XMW founder will speak on the main stage at Token2049 Dubai.

Could be something in the short term if he gets to pitch Morphware and discuss with Smart Money.

But definitely bullish long term since it gets more eyes on Morphware and potentially attract more partnerships in the long run.

Many bullish news for Morphware as $XMW keeps accumulating.