Avocado Toast
@avocado_toast2
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Enigma Capital | @breakfastclubbd | @0xfishingclub
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Check both Starknet address (if you ever had an active one) and ETH Early Adopters
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Third 100x+ onchain this year (rest are actually 200-300x by now)
I'm not an even that great at onchain; tells you how much opportunity there is
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Noticed this about myself and others also
Being extremely early is often a curse
Gains accrue v quickly when early, leading you to exit prematurely (trading your pnl vs trading the opportunity)
Also sizing tends to be v different when early vs when a trend/narrative is…
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Not sure how anyone can be bearish $BTC here
Reclaiming 4h trend and setting a clear range with 60k defended multiple times
Spot bidding, absolutely no froth on derivs side; lowest funding all year (in fact a few slight negative prints recently)
ETF flows flattening out but…
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$ngl
You had to search for this info last night but now coingecko is displaying
You get to buy a very high quality project, competitor to LayerZero, with a thriving ecosystem coming soon
...for $30m circ
Bought entangle $ngl on launch around $1.50
Only ~18.5 mil tokens in circulation currently afaik which makes it very undervalued for what it is
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I agree Lido and first gen LSDs will prob become dinos and onchain composable LSDs will become the 2.0 version of the market
At the same time, if we have another retail wave in crypto, they ain't finding and buying (let alone understanding) some enhanced yield LSD that's farming…
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Do euro traders just wake up every day and market sell their whole portfolio?
That's my best guess based on the PA
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$ORDI and now $SATS listed on Binance
$TRAC next imo
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Would really mess people up if $BTC speed ran this cycle and peaked prior to the halving
The peak would be caused by sidelined money fomo-ing in after realizing they snoozed too long
Seems lots of sidelined money expects to comfortably enter in '24 bc "that's how you play the…
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Thanks everyone, truly appreciative to get to 10k
Despite being in crypto longer, late 2022/2023 was the year I really started sharing things on this account and making connections
CT is an absurd place but frankly have met some ppl here who I can count on as friends, even in…
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Base tokens really taking off now
You can make money on stuff like $brett and $normie
But imo there are a few coins that the Base & Coinbase team want to see win
$tybg (biggest public base holding for Jesse Pollak, interacted with by Brian himself, very fair launch + pure meme…
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Thank you for participating in the fourth crypto cycle
Please stay tuned for announcements regarding our 2028 cycle
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This is a message to all traders touching grass
Please report back for duty
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Whales establishing $OPTISM as beta to $BALD
This guy bought $500k of $BALD and then $50k of $OPTISM 5 mins later
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I think this market is particularly frustrating bc crypto ppl are generally in two camps: mid term swing/cycle hodler & short term shitcoin trader
Market gyrations seem to be moving somewhere in the middle, frustrating both sides
Not pvp nor pve; call it pvp and a half
Only…
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$BONK riding this to 12 million
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Prob better off forming a tight knit group of onchain researchers in TG (or discord I guess) than being on twitter right now
CEX dominance has already been shrinking over time; regulation has made it worse lately
At the same time, onchain tools/infra and opportunities have only…
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I'm not a moontard; I'll get bearish when I believe it's time to get bearish
But in the last month, we've had high inflation/poor macro data, diminishing ETF flows, global liquidity turning over, rate cut expectations being pushed back, Israel/Iran conflict, etc
and BTC has…
Ultimately you gotta ask yourself what sounds more crypto?
triple top or bear trap/deviation
latter seems pretty damn crypto to me
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CT is basically just ppl disagreeing with each other on different timeframes
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@RaoulGMI
Somehow through all the chaos, virtually 100% of NFT projects and DAOs are run on Discord
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GCR called SBF sentence nearly on the dot well over a year ago
Yet another prediction comes true
$LMEOW waiting room
Alameda polycule sentencing forecasts
SBF - sentenced to 24 years; released after 11 years after family/backers spend unprecedented amounts of money on legal fees in various appeals leading to resentencing
CE - sentenced to 5.3; serves 3 for cooperation
Wang - 8/5.5
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Now send $grok plz
BREAKING: OpenAI CEO Sam Altman has been fired
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imagine a year ago someone asked you to draw what $btc would do and you draw this
teacher woulda taken away your glue
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Eigenlayer might be the largest airdrop ever and potentially double digit billion fdv on launch
Only one restaking protocol $RSTK with a token currently and it's not even $30m
Violent repricing warranted
Declined $RSTK private sale 2x for some inexplicable reason
Prob figured I had enough Eigenlayer exposure being a staker
In any case, problem rectified
Merry Xmas 🎄
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Every single GCR prediction comes true eventually
Disclaimer: I am up 20x
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Ultimately you gotta ask yourself what sounds more crypto?
triple top or bear trap/deviation
latter seems pretty damn crypto to me
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$8m wallet DCAing into $lmeow
their 6th largest token position
Prob nothing
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Tokenized securities you say?
$ondo
1/ 🚨
@OndoFinance
is solving the RWA liquidity problem 🚨
Introducing Ondo Global Markets, a platform to bring all publicly traded securities onchain with native access to traditional securities exchange liquidity (e.g. Nasdaq/NYSE/LSE).
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Best part is that base szn hasn't even really started
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Imagine a protocol to quickly/permissionlessly launch a perp on any erc20, even if it's 10 mins old
Pepe or Bob perps in minutes, fully onchain
50x leverage on tokens that pull 10x's in minutes
Future could be wild
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@GCRClassic
@DeFifrog1
Worth adding that as income inequality is only to increase, desperation for getting rich quickly/naively will be alive and well. That’s why gambling and lottery tickets don’t suffer in downturns
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GCR makes appearance out of retirement
$LMEOW giga green on the day
Few
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Fun fact on $LMEOW
GCR actually followed the famous post below saying that it was a shitpost to protect ppl against ape-ing into a rug
The original $LMEOW dev did in fact rug in late 2022 and it sat well below $1m mkt cap for a long time
It's been community driven ever since…
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The cat meme meta is highly underappreciated
Adding $KHAI to this bucket in my portfolio; good spot to add it imo
I think this can be a leading cat on SOL
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$LMEOW looks like this and still 5-6x to catch up to popcat, toshi, and mog
and a much better meme imo (but that's just me)
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Whipped up a TG channel to chat alpha
Keeping very small
Actionable alpha quickly in this market (no shitposting, hanging out); want to nail things early and catch rotations where it's possible
CEX and onchain both
DM me if I
1) already know you (and you want to join)
or…
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$FIL vs $ICP
What if...
Ok so I looked into the FVM/alt L1 thesis for $FIL
And also the tie-ins with AI/decentralized storage
Expecting this do very well
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$LDO ATH is your early indicator that attention is shifting to staking/restaking
Money moving downstream will find $RSTK
Eigenlayer might be the largest airdrop ever and potentially double digit billion fdv on launch
Only one restaking protocol $RSTK with a token currently and it's not even $30m
Violent repricing warranted
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Cat coin meta is running right now
We have
Toshi $120m
Popcat $300m
Mog $420mm
$LMEOW only $25m
Imagine thinking the most CT native GCR called cat coin not reaching 9 figs
$8m wallet DCAing into $lmeow
their 6th largest token position
Prob nothing
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Best play today was to buy the wrong coin
Gotta love crypto
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Putting a little conviction behind this $ENA long
$ENA is the one to long as soon as $BTC gives some relief
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If you need any evidence that retail is not here yet
Elon drops the most anticipated news ever for $doge
...pumps barely 10%...
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$btc -> etf -> blackrock -> larry fink -> tokenization -> $ondo
it's that simple
Took off a bunch of $mavia at ~$8
A bunch went into $ondo at ~$0.27
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Telegram = early early
Discord = early
Twitter = in line
YouTube = late
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Seen this pattern enough times lately
Time to get greedy is now (BTC potential reclaim of key level, OI flushed a while ago, funding rates normal on alts, etc)
But most ppl will get greedy in a few days/week after alts move double digit % and OI/funding get frothy again
If…
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GM
Still spot long $mavia from under $2 with nice size
You don't have to chase random scam 404 onchain launches to do well in this market
$mavia
going to chill in nice spot positions on the next axie
and wait for repricing
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$ghost consolidation nearing the end?
$ghost
About 5x from this post yesterday
10x from the original post on Jan 24th
and nearly 400x from mint price
Frankly not expensive yet for what it is; not to say it can't have pullbacks
Nutty stuff though
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Don't forget to dump your onchain micro caps because btc is down -3%
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$tybg totally mispriced here
the only project here with interactions from both jesse pollak and brian directly, absurdly funny memes, fair launch, OG meme
surpassed in mkt cap by $doginme and $normie doesn't make sense to me
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$bonk guy buying $lmeow now
absolute legend
dozens of ppl ask me weekly what i think of cat coins this cycle
GCR prophesied a cat coin going mainstream this cycle
you don't fade the GOAT
@GCRclassic
I think cat coins get strong bids this cycle
i bought 6 figs of $LMEOW on eth. i will be buying dips if I get!
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$BONK
Paid a stupid amount of funding to keep this open so I'm taking the pnl card porn opportunity
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Up 2x on $ondo
Thanks to grok-nalysis, think I'll hang onto this one a while, despite btc looking awful
Didn't expect to wake up and put on a big $ondo spot position, but it is what it is
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Thoughts on "alt szn"
So there's a good case to be made for an alt szn as long as $BTC and $ETH maintain key levels
That said, I feel the need to reign things in here a bit
Not all alt szns are created equal
This wouldn't be alt szn like 2021 where you throw a dart & make $
$BTC dominance approaching top of multi-year range
Last time we were here was summer '22 (when most alts put in bottoms)
Historically, topping out in this region + bullish enough mkt conditions => alt szn
Then again we're now in a new macro & regulation paradigm
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Feels good to have bought the unibot of sol under $1m
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$ghost
biggest hurdle for a new standard is to be accepted by existing protocols
looks like that's happening
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Divining the future of $ETH LSDs
$ETH is now a yield bearing asset in the form of LSDs. This has big implications.
What happens to yield bearing assets? They make defi activity possible (lending, borrowing, swapping, looping, etc)
Defi primitives get built on top & around LSDs
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There's a weird (kinda painful) realization that millenials (like myself) and zoomers need to realize/accept.
The up-only market and wealth expansion of the last decade was the outlier. What's happening now *is* the return to normal.
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$ondo just absolute chaddest coin
been holding it in some form since day 1 of listing
so many condos
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we're getting ahead of ourselves
but you guys know that the first alt etf (after an eth one) would be either xrp (since they won the court case) or a PoW boomer coin (bch, ltc, doge)
most definitely wouldn't be sol, matic, or any of the one explicitly named securities by SEC
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AI coins have gotten hit over the past few days
Most likely front running sell the news of the Nvidia conference + high onchain fees
One of my fav existing positions is still $monai (monad first mover + AI) which completed the typical onchain 60% retracement
Was early investor…
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This feels like the news the market has been pricing in since last night
*WALLET LABELLED AS 'SILK ROAD DOJ CONFISCATED FUNDS' CONTAINING $2 BILLION OF BITCOIN INSTIGATES POSSIBLE TEST TRANSACTION FOR 0.001 BTC TO COINBASE PRIME WALLET: ARKHAM DATA AND LABELLING - THE BLOCK PRO
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$7m mkt cap token on $200k liq
Yeah, I think we found the new degen playground after SOL
and it's from the only public company in crypto heh
AFK today but seems abundantly clear you should be spending more time on base chain
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All I’m saying is you shouldn’t need to be greedy here
If you’ve made money since October, running with less risk and potentially buying back higher once there’s more clarity should be an appealing strategy
I’ve been pretty accurate these past months so maybe my time to be…
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So some Arbitrum eco coins that ran up 2-3x due to the fact they'd receive a lot of $ARB (relative to their mkt caps) have fully retraced the move
They're still going to receive the tokens though
That's the tweet
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Hacks/exploits are always bullish in crypto (12 IQ take but it works)
$NMT now trading $8.5-9 an hour later
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$BTC $50k headlines are really going to surprise the avg person who isn't paying attention
The ones who stopped paying attention and think crypto bad bc SBF, recession, etc etc
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BRC meta will keep running strong for a while
We just discovered an ecosystem for the largest coin
And most projects are fairly launched
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Started the week with $1
Now with $12, can afford a value meal + dessert
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SOL holders slinging into dog memes
BTC holders aping small cap BRCs and ordinals
ETH holders carefully locking coins in safe projects for nice reasonable APRs
Interesting turn of events
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Study $ondo PA vs all other alts on the $btc move from 52 down to 51.2 the last few hrs
it's called relative strength
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Roundtripping substantial gains but staying in the game (mentally and financially) is basically a prerequisite for longer term success
Not bc you’re aiming for that. But bc some awakenings can’t be obtained any other way
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If you were to become an AI maxi in terms of investments/trades for the rest of the cycle, you'd be fine
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$50 to $5k way more of a dopamine hit than $1m to $1.5m
Can't convince me otherwise
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Bought entangle $ngl on launch around $1.50
Only ~18.5 mil tokens in circulation currently afaik which makes it very undervalued for what it is
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$monai
more like moonai
some unwarranted fud, but team executed well under pressure
also, study sisyphus
We are live!
Liquidity will be locked. Unsold LBP tokens will be burned and devs will be sent back to the kitchen.
$MONAI
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$SAND buyers
12.4% of total supply unlocking next Monday
Maybe be a little careful...
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I will say, the experience of waiting for a dev to launch a shitcoin and the SEC approving the ETF...were pretty identical
They really went for authenticity
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155x on $lmeow
and yet the best cat coin specifically mentioned by GCR is barely $20m mkt cap
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#pandora
to $ghost rotation please
$ghost
About 5x from this post yesterday
10x from the original post on Jan 24th
and nearly 400x from mint price
Frankly not expensive yet for what it is; not to say it can't have pullbacks
Nutty stuff though
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The high BTC term premium on CME is what makes me think it's not a sell the news (or not for long at least)
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$lmeow
While everyone is busy panic jeeting, he has accumulated over $100k, waiting for this diagonal to break
His 2nd largest non-farming position now after stables
lmeooow
$8m wallet DCAing into $lmeow
their 6th largest token position
Prob nothing
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$RLB
Best plays are where price diverges from use/adoption
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Logged back into friendtech
Glad to see things haven't changed too much
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