Crypto bottoming call puts HYPE as a primary named long in the recovery move.
Crypto is Bottoming. Here's Why We're Going Higher.
@TaikiMaeda2 / appears on taiki, taiki, taiki, taiki, taiki, taiki, taiki, taiki
Crypto is Bottoming. Here's Why We're Going Higher.
Crypto is Bottoming. Here's Why We're Going Higher.
Crypto is Bottoming. Here's Why We're Going Higher.
Crypto is Bottoming. Here's Why We're Going Higher.
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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.
Bitcoin has broken free of the old boom-bust cycle and just keeps grinding higher while altcoins bleed out around it.
Crypto is Bottoming. Here's Why We're Going Higher.
Crypto is Bottoming. Here's Why We're Going Higher.
Saylor buys a lot, Bitcoin goes up. Saylor stops buying a lot, We go down, right?
hyper-liquid, you Obviously perpetual futures, Perp DEXs, they're gonna have secular tailwinds, right? Um, I think the pie, the overall pie for Perps are only gonna grow from here. Hyperliquid is a winner, it's gonna keep winning.
ETH is money, Ultron money, whatever. And I think at this point we can say that it failed. So if you can't value it as a store of value, you have to evaluate it based on cash flow. And if you evaluate it based on cash flow, it makes no sense, right? It is like overvalued.
Zcash was this more left curve idea around an ultimate store of value that acts as a hedge to Bitcoin... it's like a quantum-resistant privacy and the sailor hedge to Bitcoin. Also trying to be somewhat of a store of value... Zcash is silver to Bitcoin's gold
we hit the lowest Fear and Greed rating in the history of crypto's existence last month at $66K, which is kind of hard to believe because I don't think it was that bad.
I think hype is the leader of perps. I think most long-tail alts are going to go to zero and most of the volume is going to go to like RWAs, like, you know, gold, oil, stocks and whatnot. And obviously Hyperliquid is doing well on that front.
Zcash, I really like. The more I think about it, the more I look into it, it makes me want to buy more. I've been buying more... I first bought around $388. I bought more at like $598. I bought more at $550, and now my average is like $500.
the fact that he's printing these gigabit candles when the MNAV is in the gutter, either this is a flash in the pan where he's literally levering to the pits and then he gets liquidated, or it's a bottom forming in the MSTR, MNAV. And if it's the latter, it's very bullish
the second largest holding in this BlackRock fixed income security preferred shares ETF is Stretch, you know, which is— I mean, you know, we have all these anons on Twitter complaining about Stretch, but BlackRock's like, cool
the higher this thing goes, the more it's like price leads narrative, like the more fundamentally sound it gets
We had the Iran war, stocks went down 10%, Bitcoin held $65K. And I'm not a fear and greed trader, but we actually had the lowest monthly fear and greed print in the history of Bitcoin ever since this thing was created in 2017
Over the past month, I've been aggressively buying Bitcoin because I think the bottom is in.
My short Solana thesis is the same as the thesis for me shorting ETH... essentially, you know, L1 trade is dead. Solana has all these unlocks coming from the FTX estate sales for the next few years. I think meme coins have topped as an asset class, um, so I think it's mostly cooked.
if Stretch works, Tom Lee is going to do it too. And I guarantee you, if Tom Lee launches, like, announces this thing, I'm gonna buy ETH, you know, just for a trade, right? Because I know for a fact that if Tom Lee shills this thing to his audience, they're gonna buy it. And if people buy it, then Tom Lee is going to buy more ETH.
last video I mentioned I own HYPE and Bitcoin... HYPE I didn't buy anymore, right?
these on-chain stretch projects can, like, might be like the first SAILOR-approved shitcoin, right? Where, I mean, it's not guaranteed to like pump or anything, right? But, you know, it might actually have like the, you know, the backing of SAILOR
imagine if Tom Lee says this or looks at this and it's like, wait, I think my retail followers would love 12% or 13% fixed yield
I'm thinking Solana over ETH at this point. Because Solana has supply issues like with the FTX estate sales from 2023. Those are— those started unlocking last year. So I feel like Solana is a better short than ETH
Over the past week, I've been aggressively buying Bitcoin because I think the bottom may be in.
for me, I mean, I personally, right, I've never owned MSTR, but I bought some stretch, right, just to experiment with
his game plan is he shills Bitmain on TV, right? Tells people to like buy Bitmain because he'll make you rich, and then he'll dump Bitmain on you to raise cash
they bought a bunch of ETH at $3,600 and now they're down a billion and now they're kind of fucked, right? They're screwed and all they can talk about is staking rewards because they're out of money. They can't do anything
Uniswap, I know people hate this token, but it's like a $3 to $4 billion market cap, they're starting to introduce buybacks. Not like, you know, it hasn't been like fully activated yet
I think that's kind of the phase we're in where we are closer to the bottom than the top, but it could get worse.
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