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An archive of tweets, threads, articles, blog posts etc. that I find interesting within crypto
https://x.com/Route2FI/status/1899443677971239159
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If you took a sizable drawdown from your port ATH and it makes you psychologically unable to close positions at significant losses
Decide which amount you absolutely need to have in USD if shit really hits the fan
Sell enough of your positions to make sure you have this amount of cash, and put it away
Trade/invest with the remaining
Another option is to have a mental stop loss on your whole net worth and go flat whenever it is hit
It's not comfortable and you very likely won't sell at an optimal time, but at least if gives you a clear framework for the emergency situations, and it will prevent you from compounding stupid decisions that can make you go to zero
https://x.com/QuintenFrancois/status/1899077983559717270
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https://x.com/inmortalcrypto/status/1898902689548824757
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$1,940 for one Ethereum.
In a bull market. WTF is going on?
https://fxtwitter.com/naiivememe/status/1898775345572307420
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https://x.com/intuitio_/status/1898817641864626532?t=rc4gYCIZEw_n7yMfrV6DTw&s=19
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idk. today i am really pessimistic about all that. could be a sign for the local bottom, who knows. but idk, getting harder to be bullish crypto for the next couple years. i think many many people are so against that thought because they deep down feel that they haven't made enough money and need another chance. and this bias makes them subconsciously weight the pro side more heavily than the contra side, because it would benefit them.
i also haven't won my freedom. haven't made "fuck-you money". am also disappointed in myself and i am also hoping for another shot. but i cannot let this influence my decision making. i need to stop clicking now.
Read both tweets.
Which way for $ETH going forward?
There’s been some debate on which utility / DeFi coins are worth buying from a HTF value perspective. IMO we’ve made quite considerable progress via regulatory relief over the past few years, but still have some ways to go before this is a viable investment strategy.
The three components I need to see in order commit capital from a value investing mindset is as follows:
1. Absolute certainty that tokenholders are the top priority (or at least pari passu to equity holders) from the team’s POV. There is no reality in which I will ape tokens for value when equity holders are receiving benefits that tokenholders do not get. This doesn’t necessarily mean that tokenholders NEED direct token utility today (buybacks / dividends etc), but clear and consistent messaging from the team that tokenholders are ultimate beneficiaries is absolutely required.
2. A business model that doesn’t directly rely on the speculative Ouroboros that crypto is famous for. This is where many ‘fundamental’ investment bros fall trap, because trading volumes can fall 90% and then another 90% in bear markets making any PE or PS values irrelevant. Also annualizing revenues from a protocol that had ‘good’ one month numbers when protocol mindshare + momentum is at its highest is the most autistic thing one can do.
3. Belief in management’s ability to execute. Like every business, you need to undertake due diligence and believe why the team behind the protocol is able to execute on its vision to beat out competitors either via technical moats or via executional prowess.
So far I think only a handful of protocols fit this criteria and I’ll be looking to pick these up when the time is right. But for 99.9% of other tokens out there, it’s the gulags you go.
Some ramblings from a 🕊️
Link to tweet: https://x.com/Route2FI/status/1898124099622154692
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https://fxtwitter.com/Zeneca/status/1899274843390164994
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https://fxtwitter.com/warren_muppets/status/1899364875819712796?t=vsWGIpPau_py9evGPiJ_8w&s=19
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You happy, anon?
https://fxtwitter.com/MadsCapital/status/1899107351338053731
INTEL: Nasdaq Down 4.3%, Set For Worst Drop Since 2022
https://x.com/solidintel_x/status/1899173266452877485
"Bull market"
The retardio that wrote the post above must be delusional if he believes this is a bull.
Someone fire him from this channel asap
new degenspartan writing, wow
https://www.egirlcapital.com/writings/dE4AzaSbREOMppMqRmFpuA
Some takes regarding teams buying back their own tokens
For
- https://x.com/stanikulechov/status/1898723328900075933?s=46&t=2q9OLMlaobNlHLewOXT4uA
- https://x.com/smokeythebera/status/1898736277580599753?s=46&t=2q9OLMlaobNlHLewOXT4uA
Against
- https://x.com/effortcapital/status/1898724351291031816?s=46&t=2q9OLMlaobNlHLewOXT4uA
- https://x.com/lazyvillager1/status/1891039883038261383?s=46&t=2q9OLMlaobNlHLewOXT4uA
imo only works if there is PMF and sustainable revenue
Not a good sign that we dump this much on a Sunday
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https://fxtwitter.com/0xuberM/status/1898745013451846138?t=uSI8813o86-dHhM8f4Lhpg&s=19
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Why is $HYPE going down in weaker market conditions.
Thought process:
bear market = less activity = less volume = less fees = less buybacks -> less HLP revenue = less incentives
https://x.com/Zeneca/status/1898540292313317489?t=LbAsJ7avOoaH2knV_owRXQ&s=19
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Agree with this take, simply because Sonic (and Berachain) is the best place for DeFi people that seeks high yield
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