@blknoiz06 / appears on threadguy, threadguy, tweets, threadguy, marketbubble, tweets, marketbubble, marketbubble, tweets, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, marketbubble, threadguy, tweets, marketbubble, threadguy, threadguy, marketbubble, tweets, threadguy, tweets, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, marketbubble, threadguy, tweets, threadguy, tweets, marketbubble, threadguy, tweets
This thing actually bounced pretty hard. This is like a fucking Saved us, bro. I thought this shit was— this shit looked like it was gonna go to zero for a second. MicroStrategy bounced pretty hard.
if you have some spare cash and you wanna put it in crypto, you're like looking for a safe portfolio, I think Bitcoin Solana hype later. Those are probably like the safest plays... If you want like AI exposure, VVV.
Yeah, so Lighter trades at a $600 million market cap, $2.4B valuation, and Hyperliquid is at like $63B valuation.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Meta is the most underrated AI winner because it already lives inside everyone's phone through WhatsApp and Instagram, so a good-enough model means the whole world defaults to them.
Hyperliquid's interesting. I mean, it's, it keeps looking like it's going to go to all-time highs. Um, it's really stuck in this, this consolidation period. I think this is a bullish pennant.
if we close the weekly through 83, I think We're very easily going to go back to the hundreds, and I think even back to 150. I'm expecting Solana to go to 150, uh, during Q3, um, but it's really dependent on reclaiming this key area.
I think we honestly priced in the worst-case scenario before it actually happened. And what we're going to continue to see is that overhang of Saylor matter less and less. It's going to be a lot cleaner. I think if Bitcoin trades back above $66K, I think it's a really key level.
I'd say Robinhood probably has like a slight advantage right now. I know they're already larger market cap.
think this is one of the videos that made me go heavier
think this is one of the videos that made me go heavier
Hype, like $250 plus probably.
when will the bear market end? I think it's ending right now, actually. I really do... on majors, Bitcoin, ETH, SOL, I think it's ending like right now, literally.
when will the bear market end? I think it's ending right now, actually. I really do... on majors, Bitcoin, ETH, SOL, I think it's ending like right now, literally.
I don't think that Eric would even set it up the way that he set it up if he didn't think it was bullish the token and didn't have plans for the token... He's a very diehard crypto person, so I, I know he would not just have a worthless token. That doesn't even make sense. Um, I think it's an overreaction, to be honest.
What are the coins on-chain that are beta to Solana gonna do? They're gonna 100x at minimum, higher depending on where you catch them. But you want to buy the coins that are getting momentum and trending, not the ones that like just launched
Because last cycle, Bonq did a great job launching at the lows of Solana. they launched Bonq at the pico lows when the FTX shit was happening and sent out an airdrop to a fuck ton of the most important people on Solana. And that was actually one of the things that kept sentiment strong and positive on SOL
there's a lot of profits that people are going to be realizing, I think, from stocks. Memory's been down, like Micron's down a good bit, Sandisk is down a good bit. And I think crypto is in a really good spot to catch attention from other areas where people are diversifying.
so went from $20 to 297. This cycle I think you can go from 60 to around like 600. That's my, my expected target.
this is a chart of Bitcoin against MicroStrategy, like the pair. Um, I think that their premium is going to collapse. I don't think their premium is going to come back. I would be very surprised if the premium on MicroStrategy comes back... they've lost so much, I think, confidence in their ability to navigate the, like, the Bitcoin markets well.
to get above here, it means it did something very right on its platform, even while the token is down 86%. This is unheard of, by the way. When something is down this much, you don't have any users of your platform.
Solana bottom is in. I'm gonna say Solana bottom is in. I think in, in Q3 you may see slightly lower beneath where the, the current lows are at. I think it's around like $60... if you're buying Solana here with an extended time frame of like 6 months to a year plus, um, I think it'll be a good trade and it's in a really good spot
I'm long BTC right now on Bullpen, longed it earlier today.
So Pump, I'm watching Pump. I haven't bought Pump yet. I'm not long Pump. Um, but I do think that Pump is going to be one of the most interesting things to watch over the next few months
went from $20 to 297 this cycle. I think you can go from 60 to around like 600. That's my, my expected target for SOL.
Google is just obvious. I mean, you can buy this every fucking day and whenever you have discretionary, I think you can literally just buy this and be cool.
This shit the fuck out the way. Really strong uptrend, and then it just consolidates for a bit... If it's in a strong trend, you're not going to get this retest.
They both are at all-time highs, both have strong tailwinds behind them. And the demand for what a lot of these— what these companies are offering is just through the roof right now... it's actually based in real revenues and real changes to their businesses.
I think Micron, Marvel, SanDisk, And a few other ones, but have been so strong. And I think they'll continue to be. They both are at all-time highs, both have strong tailwinds behind them.
I think Micron, Marvel, SanDisk, And a few other ones, but have been so strong. And I think they'll continue to be.
it's these two Chinese companies that are like some of the open source AI companies that have been doing well in China. One's Zhipu, and one is this other company called Minimax. And I think that they just now figured out how to add the Hong Kong stocks.
I already shorted the top of FOMC. I was long SpaceX going into it, had to close, and then I was listening to Warsh speak and shorted close to near the top after the original sell-off.
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