xbtcas (@xbtcas) header
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chief meme officer @cryptonary

Joined July 2023
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ciao its nearly been a year i missed you all and that pleasant stuff but its time to lace up these boots next 12-18 months abt to be game changing and probs one of the last big cycles before AI takes over the world (no doomer) its time to drop any previous cycle traumas/losses and start afresh theres no other place in the world where you can turn $5k into $5m in such a short amount of time... welcome to the bull where you'll buy dips, stack chips and cop whips 🤍
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hyperliquid news is a white swan event and theres a clear decorellation atm between equities and crypto which is a good sign more upside soon come, all u gotta do is zoom out oh and good work jarvis, keep twapping those majors
jarvis activate 30 day dca and spot buy strong leading majors look out for any capitulation spots and bid even harder ignore all noise as we acquire assets that will be higher next year remove all emotions and execute thoroughly definitely do not pay attention to ct (they consume too many pills, trade 1 min chart and levered up to their eyes) make no mistakes
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social trading stroked egos and that lead to spirits being broken 'clout' is the new crack
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xbtcas retweeted
Replying to @CryptoCurb @tombtc5
i think we're in a winner takes all cycle, theres no places for second and third tier runners we see it, capped ceilings and handicapped holders stonk came out swinging with some of the biggest pushing it and even w that most from the eco are down bad so who is the next buyer, why would they risk holding an AI slop generated launchpad when PUMP is battle tested and consistent w their numbers and has an extremely superior product (i dont like their ethics but no denying their pmf) allocators have seen the speed at which these apps are ran through (see FOMO and STONK rev chart on llama) and smart enough to know that once punters have been rinsed its v hard to bring in new ones in this already saturated pvp market if PUMP wasnt around, i'd lean with you but theres no honour amongst thieves and thats why im on the other side of this cc @cryptoklotz
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xbtcas retweeted
jarvis activate 30 day dca and spot buy strong leading majors look out for any capitulation spots and bid even harder ignore all noise as we acquire assets that will be higher next year remove all emotions and execute thoroughly definitely do not pay attention to ct (they consume too many pills, trade 1 min chart and levered up to their eyes) make no mistakes
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no floor on solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump is it possible to see who was shorting on perps
reward coins could be the new wave they are the reason $ANSEM topped in july, i was not surprised when it began to break down and i think it continues to struggle PONS and and more recently STONK came along and created a new wave of launching tokens in what i think is the most egalitarian move crypto has seen in a while i think both of these underdogs are going to give PUMP a a difficult time as the market catches on, its quite easy to see if you have used and experienced these new apps the consensus on is PUMP is terrible amongst crypto natives and i do blv its -ev for the ecosystem, they market sold over $800m in SOL, never gave their community an airdrop and are doing their best to copy what others are doing in order to remain relevant (too little too late)
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jarvis activate 30 day dca and spot buy strong leading majors look out for any capitulation spots and bid even harder ignore all noise as we acquire assets that will be higher next year remove all emotions and execute thoroughly definitely do not pay attention to ct (they consume too many pills, trade 1 min chart and levered up to their eyes) make no mistakes
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higher by end of year even higher next year
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spent the weekend pondering mid level bull targets (current cycle until 2028) bitcoin:native $195,000 solana:So11111111111111111111111111111111111111112 $450 ethereum:native $8,000 $HYPE $350 zcash:native $7,000 $PUMP $0.035 talk to me
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one liner thesis to accompany price targets BTC: digital gold + semi OG thesis SOL: onchain king ETH: world computer HYPE: house of finance ZEC: SoV, privacy/AI, BTC ossification PUMP: revenue
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one liner thesis to accompany price targets BTC: digital gold + semi OG thesis SOL: onchain king ETH: world computer HYPE: house of finance ZEC: SoV, privacy/AI, BTC ossification PUMP: revenue
spent the weekend pondering mid level bull targets (current cycle until 2028) bitcoin:native $195,000 solana:So11111111111111111111111111111111111111112 $450 ethereum:native $8,000 $HYPE $350 zcash:native $7,000 $PUMP $0.035 talk to me
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previous cycles saw 'new shiny coins' dominate but this seems to be changing atm w current cycle PUMP: durable revenue / ZEC: lindy effect / XXX: XXX copycats/beta/derivs will continue to struggle as the market piles into proven and selected winners
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STONK + eco coins down only since that tweet idk man when my gut is right on this stuff its usually p spot on dont look at the market and try to force your views on it look at it and adapt to whats happening infront of u hopefully these posts mark the bottom but ik people will be holding some of this stuff in the hopes of it making new highs
i always root for the underdog and wanted to be bullish STONK eco but i just dont think it has enough gas to get it going (pls prove me wrong) all im seeing is exxxtreme PvP with a whole bunch of terrible actors, i saw the avi / pointfarmcap stuff earlier and wasnt surprised i recently and briefly spoke w pointfarm who came across polite but realised they are happy with 30m pvp runners and managed to get some motion with their public PnL holding of STONK (sadly we all know the kids glaze this stuff and easily impressed by it) i also noted pointfarm claimed to know/be close with STONK dev/team and shared that STONK might be getting acquired soon but when i questioned and asked whether we could interview the STONK team for a @cryptonary article they deflected and shut it down (something was off) lets see where this all ends up 6 months from now
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xbtcas retweeted
if u scared and/or zidelined might be the time to spot bid ZEC trade is far from over and other alts/memes entering value areas
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i always root for the underdog and wanted to be bullish STONK eco but i just dont think it has enough gas to get it going (pls prove me wrong) all im seeing is exxxtreme PvP with a whole bunch of terrible actors, i saw the avi / pointfarmcap stuff earlier and wasnt surprised i recently and briefly spoke w pointfarm who came across polite but realised they are happy with 30m pvp runners and managed to get some motion with their public PnL holding of STONK (sadly we all know the kids glaze this stuff and easily impressed by it) i also noted pointfarm claimed to know/be close with STONK dev/team and shared that STONK might be getting acquired soon but when i questioned and asked whether we could interview the STONK team for a @cryptonary article they deflected and shut it down (something was off) lets see where this all ends up 6 months from now
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my bull thesis (that i just developed) for HOOD is based on their merch being extremely relevant to the culture of their users they get their target audience devil in the details
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99% of coins from previous cycles will do something like this there is no exception dont hold because of sunk cost fallacy you still have time to cut your losses, regroup and hit that 1,000x
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xbtcas retweeted
Replying to @VitalikButerin
vb is back in the game highlighted some of the points i found interesting and why im leaning bullish ETH for the first time since 2023
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if u scared and/or zidelined might be the time to spot bid ZEC trade is far from over and other alts/memes entering value areas
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