Deleted all messages, decided to keep this channel crypto only.
Which means I’ll only post things I find high signal
Which means I’ll only post things I find high signal
The issue was this is meant to be a crypto channel and it was getting too diluted by non crypto stuff so maybe I’ll make a seperate channel for it. Or just post it to X.
I am pretty high confidence that if you ran this structure through AI somehow it would be low probability to breakout
I think we get to run the bitcoin and eth fractal on privacy next cycle. ZEC for example is still only 4B marketcap and potentially lower by the end of the bear.
Usually as each cycles progress the upside is limited due to diminishing returns (downside of larger marketcap). But what we are seeing here is very low market caps alongside an increasing need for privacy.
Usually as each cycles progress the upside is limited due to diminishing returns (downside of larger marketcap). But what we are seeing here is very low market caps alongside an increasing need for privacy.
i've also noticed all the real thought leaders within crypto are now pushing z cash pretty freely so it's kind of a signal
It would also be pretty cool to buy a privacy coin, get rich and stay protected from government surveillance.
I love this take and I would add a second component, in that sometimes they are not exiting for rotation but for some other reasons such as fud. In that scenario knife catching may be a more profitable strategy. So it’s about discerning why the sell off is occurring and if there is potentially new buyers or old buyers forced to enter after you
But blind buying liquidations has been a losing strategy overall since 2024. Need to be thinking more deeply before taking decisions
This is the case for large caps because perps are not the dominant driver of flow anymore beyond weekends.