while i do wish i had pulled out more cash on the last onchain run
it is quite nice to be more apathetic to prices again
allows more time to focus on other endeavors
basically impossible to focus on anything else when onchain is hot
cycles cycles cycles
robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 and robinhood:0x98096d17e191b3da1d5f99a6d7b3584351b11e18 have officially been hidden on my fomo
Treating them as part of my longer term holds at this point
Charts look legit disgusting but I don’t think the long eco story is over
Time to ignore them until there’s a reason to look again
From now on I’ll start back up on my fomo challenges to build back my port
Currently running a 25k -> 100k challenge
Game back on
Alright BTC I am proud of this 80k fight you’ve given
But now it’s time to relinquish the fight and move into the 70s
A needed sacrifice for us to resume up it would seem
have been posting mostly abt fomo lately but still riding these onchain baskets from the summer/spring (added ai and boner to long term rh basket)
some are performing better than others but i think they are all interesting coins as we enter bull mode
A) solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp solana:DLGRpmkMGr7J4KD1xR5x2XjaGeQH64PLFQkyxNNSpump solana:EeSHyt1ahSvm91CSa8ASqvenmxxQn2WU5VeNhdmepump
B) solana:METAwkXcqyXKy1AtsSgJ8JiUHwGCafnZL38n3vYmeta solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta
C) solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump solana:8wxkvAfEns76yBzu4MnbV7VnXWjg3iDPA9uwAQ6cpump solana:HxQhDGYqyjorgogMJx7YbBHADEDxuHhLnMMmr6VYpyn
D) robinhood:0x020bfc650a365f8bb26819deaabf3e21291018b4 robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 robinhood:0x98096d17e191b3da1d5f99a6d7b3584351b11e18
finally back at the desk after being between leases all summer
had a combo of wins and losses this summer
still rolling with the same three part strategy for the foreseeable future
1) run up my @fomo
2) improve my perps performance
3) hold my onchain bags
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1) run up my @fomo
had a decent @fomo performance this summer and it was clutch to have a mobile trading option while on the move.
recently went back into gambling mode rather than intentional trading and went on a rough streak.
still alive tho and running the 25k -> 100k challenge.
2) improve my perps performance
havent played perps much this past month or so bc onchain so hot. luckily slammed zcash:native at ~510 yesterday and honestly might just leave that open for a bit and not overtrade. the daily looks actually insane and dont have as much zcash:native spot as id like.
3) hold my onchain bags
still rocking the same baskets ive been accumulating all summer (with a few lower cap additions). if we do start breaking into the bull, these bear market accumulations could be massive.
A) solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp solana:DLGRpmkMGr7J4KD1xR5x2XjaGeQH64PLFQkyxNNSpump
B) solana:METAwkXcqyXKy1AtsSgJ8JiUHwGCafnZL38n3vYmeta solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta
C) solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump solana:8wxkvAfEns76yBzu4MnbV7VnXWjg3iDPA9uwAQ6cpump solana:HxQhDGYqyjorgogMJx7YbBHADEDxuHhLnMMmr6VYpyn
D) cash-cat:native
i think the biggest risk in my current strategy is not owning enough majors. basically have no direct exposure to bitcoin:native ethereum:native solana:So11111111111111111111111111111111111111112. only own hyperliquid:native and zcash:native (if you call them majors).
thats by design because i think these baskets ive put together have the highest r/r, but certainly risky if things go south.
i am fully allocated, but also mentally prepared for lower prices if they come.
big fall baby lets GET IT.
I’m down abt a milly on fomo in the past month and I’ve only moved down like 20 spots on the leaderboard
We all down bad together
fa cap retweeted
It’s a bit brutal but BTC is probably going to be the big winner of the AI revolution. I don’t think it will suffer any hacks, the scripting language formal verification is very advanced and work in formalizing the protocol too. Nodes running on different hardware make it very robust against hardware vulnerabilities, and their sources are probably one of the most audited code in the world. Combine that with self sovereignty which protects against political backslash from K shaped economy and acceleration of margins flowing to capital, I don’t see much else. To be honest this is my macro view but it’s a pretty grim one.
I think every day for the past month and a half I have opened fomo to a new port lower low, just from holding
Even on days that bounce the next day is always a lower low
Am not new to holding but this feels more painful bc the amount / pnl is right there in your face
One day, we will win again
how about you sack tf up and buy more internet coins.
“but but but the market is going to hades, crypto has no use case, yields are 50 billion % high and no one can afford slop at walmart to live anymore”
how about you sack tf up and buy more internet coins. the journey is never easy. that’s the point.
do you want to make money or be a forever peasant waiting for your boss to drop some crumbs into your mouth when he feels like it?
if i were to guess
2024 style community meme coins go the way of nfts post 2021
similar signs of tight knit communities that dont want to bail on each other
even when the writing is on the wall
(2021 nfts was my fav crypto era so i feel for u)
added some shroom to my rh bags
not even fully sure what it is but chart looks nice af and seeing some signals in
ai/boner/moo/shroom/standard/worth/catgpt/oof
lets run it back
fa cap retweeted
26/26 Apparitions revealed
676 total Snarks burned
Current floor price ~ .6 ZEC
Approximately $500,000 just got burned by the @zksnarks_ community
Insane experiment, excited to watch this team continue to cook over the next few months
zkSNARKS just deployed a unique experiment where you can burn 26 individual SNARKS to get one "Apparition" unique 1/1
18 of the 26 total available have already been revealed and it went live only 1 hour ago
Only 8 left
That means 468 SNARKS at .5 ZEC floor price just got burnt
Holders just lit $300,000 on fire in less than an hour
Cool experimentation
