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This is what you can expect from subs:
- My Active Trades (Buy & Sell signals Included)
- All In Challenge For Crypto ($5k —> $100K)
- All In Challenge For Stocks ($7.5k— > $100k)
Join us:
teapawt.net/__Con_/creator-subscri…
If you're in crypto, don't sell now.
Read this first:
Everyone's screaming "sell" for crypto related assets.
I'm not entirely disagreeing with them, but I think selling now is selling prematurely.
This is what I think will occur:
I have 2 main scenarios.
In both of them, I'm bullish over the long term, but on one of them, I'm bearish on the short term.
Let me explain.
1) This first scenario is that we have bottomed out here, and this is a lower time frame (short term), and high time frame (long term) bottom.
We would then hold this area as support, send to the 84k range where people would say this is a bull trap.
We'd retest 81k as support where everyone calls for us to send to 75k, before breaking out to 100k+ and the bull market being confirmed.
This is my base case.
The other situation is different.
2) We are currently in a pullback (on $BTC specifically) to a bull trap zone, which would send us to 84k first, before sending us far downward toward 75k, where we'd bottom out and send to 100k+.
I believe this is a possibility.
It is not probabilistic, but it is worth noting this.
Currently, I have long positions opened, with stop losses below 78k, the rest of my positions are for subs only (you can join with the link below).
I will be updating them all along the way.
I do believe we won't ever go below the 50k level we've already claimed.
I think the bull trap is in commencement, it now just depends on when it will fully take place.
In due time...
AI stocks are going from Capitulation towards Anger.
Soon, a great buying opportunity will arise as we lead ourselves into the Depression stage.
Now is not the time to be selling. Now is the time to buy.
I'm buying more AI stocks.
I know everyone's saying not to, but I believe the bull run will still take place, just somewhere else.
Let me explain why:
----------------------------------------------------------
1) An Inefficient Business Model
First and foremost, let's go over why I think this current bubble is crashing, and why I still believe there will be another one taking its place soon.
To understand the current bubble, let's look at the main area of business that led the current AI infrastructure buildout:
LLMs.
Large Language Models is the actual definition of LLM, but most people just refer to these things in their actual form: as ChatGPT, Claude, Grok, and the rest.
These companies spend countless dollars on compute and employees, yet nobody questioned how they'd make money.
Because they didn't.
Everyone would just scream: wait till ASI, until it never came...
----------------------------------------------------------
2) The Hype Cycle
The AI bubble gave us a great term, that has a lot of hype, but not a lot of actual returns:
ASI.
A term that is perfect for hype.
LLM companies were trying to get closer and closer to ASI (without knowing how), until they realized they couldn't.
So there were 2 main areas for profit from these companies:
The first one: Ads.
The second one: Paid AI models.
How long, and how much would these AI companies make off of advertising? I think they realized not much.
Not many people logged onto AI models and wanted a product advertisement pop up when all they wanted was their work done.
And people got too accustomed to free AI models (with competition from open source models being too great), that nobody wanted to switch from the free models to the paid ones.
Only the top 0.001% of people did.
And that wasn't enough to keep them profitable.
This led us to a concerning fact: profitability was not revenue, and these companies were still massively in debt.
----------------------------------------------------------
3) An Overvaluation lead to a -> Sell Off
LLM's were always unprofitable.
This was just the first time people realized that the words they were saying, were just that:
Words.
People started questioning how they'd make money.
They realized there wasn't a viable often.
This, plus poor macro news, lead to a dramatic sell off on AI stocks such as $NBIS, $AAOI, and $MU.
And now, some of the "beta" or riskier AI stocks like $BRUN, $OPTX, and $AIXA are down even more.
With little, to nobody buying the stocks that fund the AI buildout: AI enablers...
----------------------------------------------------------
4) Everyone's bearish, but there's still hope (you just have to look hard)
Hedge funds are actively reducing AI exposure.
This isn't a bad options for them.
But I believe they will be buying in higher again.
The part of companies like ChatGPT, Anthropic, and Grok making lots of money, and $AAOI, $NBIS, and $MU funding this buildout, will slowly diminish.
But there will be another area where AI will take over:
AI beneficiaries.
When we see the earning reports of these companies, companies like $ZETA, $TEAM, $RDDT, all of their earnings are going up and to the right.
There are multiple niches within AI beneficiaries (like Biotech, SaaS, even farming), that not a lot of people are talking about.
And that, not a lot of progress has been made in, but it will.
I'll go over those in subs, but I think we will see much progress, both fundamentally, and seeing a profit and $ increase happening soon for those companies.
This is the AI area to be buying.
Along with this, the AI buildout could continue for AI enablers, which, soon, will be a great buying opportunity.
As, we are heading through the capitulation phase, and go through the anger -> depression phase.
Then, lots of money will be made again.
That brings us to our last result.
----------------------------------------------------------
5) The light at the end of the tunnel (going into 2027)
As the market is full of gloom, and people are capitulating their stocks, a great buying opportunity is being made.
Both AI enablers (within some niches like biotech, $RXRX is one stock), and AI enablers, like $BRUN, are becoming good buys here.
We're transitioning from capitulation towards anger in one (AI eanblers).
And we're transitioning from hope to optimism for the others (AI beneficiaries). *Some are in disbelief and hold greater returns, subs will get these.
So although the end of 2026 has been awful so far, I believe we will see green.
I don't believe this is the start of a bear market.
I don't think we will have that as AI improvements actually continue.
I just think money will actually rotate to where the AI improvements are going.
This is where few are positioned.
In my opinion, we're early.
What are your guys thoughts?
I'm buying more AI stocks.
I know everyone's saying not to, but I believe the bull run will still take place, just somewhere else.
Let me explain why:
----------------------------------------------------------
1) An Inefficient Business Model
First and foremost, let's go over why I think this current bubble is crashing, and why I still believe there will be another one taking its place soon.
To understand the current bubble, let's look at the main area of business that led the current AI infrastructure buildout:
LLMs.
Large Language Models is the actual definition of LLM, but most people just refer to these things in their actual form: as ChatGPT, Claude, Grok, and the rest.
These companies spend countless dollars on compute and employees, yet nobody questioned how they'd make money.
Because they didn't.
Everyone would just scream: wait till ASI, until it never came...
----------------------------------------------------------
2) The Hype Cycle
The AI bubble gave us a great term, that has a lot of hype, but not a lot of actual returns:
ASI.
A term that is perfect for hype.
LLM companies were trying to get closer and closer to ASI (without knowing how), until they realized they couldn't.
So there were 2 main areas for profit from these companies:
The first one: Ads.
The second one: Paid AI models.
How long, and how much would these AI companies make off of advertising? I think they realized not much.
Not many people logged onto AI models and wanted a product advertisement pop up when all they wanted was their work done.
And people got too accustomed to free AI models (with competition from open source models being too great), that nobody wanted to switch from the free models to the paid ones.
Only the top 0.001% of people did.
And that wasn't enough to keep them profitable.
This led us to a concerning fact: profitability was not revenue, and these companies were still massively in debt.
----------------------------------------------------------
3) An Overvaluation lead to a -> Sell Off
LLM's were always unprofitable.
This was just the first time people realized that the words they were saying, were just that:
Words.
People started questioning how they'd make money.
They realized there wasn't a viable often.
This, plus poor macro news, lead to a dramatic sell off on AI stocks such as $NBIS, $AAOI, and $MU.
And now, some of the "beta" or riskier AI stocks like $BRUN, $OPTX, and $AIXA are down even more.
With little, to nobody buying the stocks that fund the AI buildout: AI enablers...
----------------------------------------------------------
4) Everyone's bearish, but there's still hope (you just have to look hard)
Hedge funds are actively reducing AI exposure.
This isn't a bad options for them.
But I believe they will be buying in higher again.
The part of companies like ChatGPT, Anthropic, and Grok making lots of money, and $AAOI, $NBIS, and $MU funding this buildout, will slowly diminish.
But there will be another area where AI will take over:
AI beneficiaries.
When we see the earning reports of these companies, companies like $ZETA, $TEAM, $RDDT, all of their earnings are going up and to the right.
There are multiple niches within AI beneficiaries (like Biotech, SaaS, even farming), that not a lot of people are talking about.
And that, not a lot of progress has been made in, but it will.
I'll go over those in subs, but I think we will see much progress, both fundamentally, and seeing a profit and $ increase happening soon for those companies.
This is the AI area to be buying.
Along with this, the AI buildout could continue for AI enablers, which, soon, will be a great buying opportunity.
As, we are heading through the capitulation phase, and go through the anger -> depression phase.
Then, lots of money will be made again.
That brings us to our last result.
----------------------------------------------------------
5) The light at the end of the tunnel (going into 2027)
As the market is full of gloom, and people are capitulating their stocks, a great buying opportunity is being made.
Both AI enablers (within some niches like biotech, $RXRX is one stock), and AI enablers, like $BRUN, are becoming good buys here.
We're transitioning from capitulation towards anger in one (AI eanblers).
And we're transitioning from hope to optimism for the others (AI beneficiaries). *Some are in disbelief and hold greater returns, subs will get these.
So although the end of 2026 has been awful so far, I believe we will see green.
I don't believe this is the start of a bear market.
I don't think we will have that as AI improvements actually continue.
I just think money will actually rotate to where the AI improvements are going.
This is where few are positioned.
In my opinion, we're early.
What are your guys thoughts?
If you want my full picks of AI stocks (that I'll be posting soon), join subs here:
teapawt.net/__Con_/creator-subscri…
Everyone's screaming "sell" for crypto related assets.
I'm not entirely disagreeing with them, but I think selling now is selling prematurely.
This is what I think will occur:
I have 2 main scenarios.
In both of them, I'm bullish over the long term, but on one of them, I'm bearish on the short term.
Let me explain.
1) This first scenario is that we have bottomed out here, and this is a lower time frame (short term), and high time frame (long term) bottom.
We would then hold this area as support, send to the 84k range where people would say this is a bull trap.
We'd retest 81k as support where everyone calls for us to send to 75k, before breaking out to 100k+ and the bull market being confirmed.
This is my base case.
The other situation is different.
2) We are currently in a pullback (on $BTC specifically) to a bull trap zone, which would send us to 84k first, before sending us far downward toward 75k, where we'd bottom out and send to 100k+.
I believe this is a possibility.
It is not probabilistic, but it is worth noting this.
Currently, I have long positions opened, with stop losses below 78k, the rest of my positions are for subs only (you can join with the link below).
I will be updating them all along the way.
I do believe we won't ever go below the 50k level we've already claimed.
I think the bull trap is in commencement, it now just depends on when it will fully take place.
In due time...
A few months ago I said to buy crypto assets, since then:
$ZEC: +189%
$BTC: +34%
$CYPH: +370%
$MSTR: +42%
$COIN: -1%
$HOOD: -15%
And even more for subs.
But it costs nothing to simply follow me...
There's a niche nobody is buying here.
Actually, people are only shorting it.
But I'm not, here's why:
Ok, first off, the niche is crypto.
Yes, crypto: think $HYPE, $SOL, $BTC, that type of crypto.
And I do think it has bottomed out here.
Let me explain why (and what I'm buying).
For $BTC this one is clear.
Fundamentally, we've been hit with some of the worst FUD we've had: AI, Saylor selling, and Quantum concerns.
$MSTR concerns also have shown they are willing to dilute holders to continue buying $BTC (I think this was a clear end goal plan ofc).
I mean, Saylor is trying to pump Bitcoin as high as possible (because he has a crazy bag lol).
Bitcoin is still consolidating at previous ATH levels, while everyone on the TL is screaming "send it to 40k."
Volatility only will help out $HYPE (and the rest of the market at ATH levels, but shaky, will probably help).
For $SOL, I do hate to say this: the high capex costs US tech companies might turn out not to be as efficient as expected (one of the reasons I dislike serenity's posts, sorry lol). I think this is natural human psychology. So people might rotate to $SOL as people will want to find exponential returns again (outside the stock market, as that has been the fast % gain thing recently).
We get overly pessimistic and sell too much, then overly greedy and buy too much.
With this, I think some good other, $BTC beta type of companies are set ups here are, such as: $ZEC, $COIN, $HOOD, $CYPH (The $MSTR of $ZEC).
$CRCL has also sold off hard, but this one is riskier now imo.
Still not a bad bet (as I think the crypto industry is at the low of the low sentiment wise).
$ETH is $ETH, I mean, it's not a bad bet if the overall market has bottomed, but it isn't the best one imo.
But, overall, I think all of these things have bottomed out here.
I personally (although everyone dislikes Coinbase), like $COIN the best here. $HOOD is second best, and then ofc, we move over to $HYPE (and $PURR).
Here are some charts below (and some key levels I'd like to see hold):
I'd like to see $BTC hold above this previous ATH level. $SOL might be having a slight deviation below support and then send higher (but I'd like it to flip this and claim it as support again). $COIN has been so hard to chart, but I think I have a good read on this one and a close above $220 and I see us sending to $500+ again. $HOOD I've been saying since the $60 range that we've bottomed, and I still think we send to the 200-300 dollar range personally.
Time will tell though. @blknoiz06 has some great posts on this type of stuff if you want to check that out.
But this is just my 2c on why I think the crypto market has bottomed.
What are your guys' thoughts?
If you want to join subs, join us here: teapawt.net/__Con_/creator-subscri…
Many people have been saying "admit you were wrong on AI stocks."
I'm not disagreeing with them: I was wrong. I'll express that here. Now, I also will say, please know my strategy and how I actually trade before making these comments.
When trading, I do 2 things.
I trade.
And I invest.
My trading is based on lower time frame moves, stop losses, and overall stocks that I think are hitting support and worth a bid (or buy) based on where they're at.
My investing is based on higher time frame moves. Basically, no stop losses, stocks and crypto positions that I think will do well over the course of months to years to come.
One is based on technicals and a solid thesis (can be fundamental, meaning $ wise), but also just a perception change.
One is based on mainly fundamentals and a solid thesis (with technicals being a part of that).
So if I open a position, saying it looks good here, that could mean two things:
Either I'm buying it for a trade, or long term position.
If a stock falls 60%, I probably got stopped out for a 10% loss.
*Of course this isn't always the case, sometimes I do lose 60%.
But, then, we must be aligned with what we believe. And you as my followers should understand what I'm buying and why.
So yes, I agree, it is my fault.
I'M NOT ALWAYS RIGHT.
Clearly.
But, I'm more right than wrong, and I can definitely do a better job at expressing (through posts on here, and more details), about if something is going to be a long term position, or short term trade.
And as a byproduct, I'd like you all to understand the risks and potential rewards that come with this.
So to all of you, I'm sorry if you've lost money on some calls like $SIVE, $KEEL, or $BRUN, I don't believe the timeframe that I originally was bullish on will actually turn out to be right.
But, I also will say, to those who listened to me on $ZETA, $TEAM, $CYPH, you're welcome, and there is much more to come in the future.
I think if you guys understand how I trade/invest, and I actively help communicate that to you all, would help benefit both of us out.
I'll be actively making more $ than ever in this market.
I truly believe that.
And I believe as I learn how to express how I actually trade/invest, you all will make more money than ever too.
Let's get it!
Many people hope for a dip on stocks.
But they don't love the dip once it comes. The reason why is because a fundamental change makes the fall happen.
That's what's happening to crypto and AI stocks. Are you going to buy?
The best crypto project of 2026 just launched.
Don't miss out on this.
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New pool ID: 0x6f147d67440afa03d056ccfcf99139da9dfac537269a523cd1b3cd371ebde1f1
$20k has been used to seed the new pool & 10% of fees will continue to deepen liquidity.
The full Launchpad release is just moments away - please standby!
Con retweeted
robinhood:0x2cc0fac44b8252f6b10208b091aff2c94b4da77d is showing a sneak peek of their new Sinjoh 2.0 feature.. a self-sustaining flywheel.
10% of ongoing fees directly deepening liquidity is a first and a step forward in disincentivizing pair-hopping alongside rewarding loyalty.
Look at why this matters:
Higher liquidity -> less slippage -> larger volume -> more fees flowing back into the liquidity pool.
Get your funds ready for the launchpad release, @DSB_117 said they're working with project soon to launch on this new 2.0 infra
The new $INJOH 2.0 pool is deployed 💫
New pool ID: 0x6f147d67440afa03d056ccfcf99139da9dfac537269a523cd1b3cd371ebde1f1
$20k has been used to seed the new pool & 10% of fees will continue to deepen liquidity.
The full Launchpad release is just moments away - please standby!