⚠️ NOT FINANCIAL ADVICE ⚠️ Posts are for informational purposes only and are not financial advice. Always assume that I am actively trading.and my posts may be biased towards my holdings. Trading crypto assets is extremely risky and can result in very significant capital losses.

Pretty bold move to use crime for clout.

New people aren’t coming in to buy monkey pics for $30k. Nobody can prove me wrong.

@ShiLLin_ViLLian 1000% agreed Everyone we were told to stay away from is based Everyone that told us to stay away is not

Beanie is based

It’s definitely easier and more profitable in crypto to never call anything out. I’ve dealt with endless personal attacks, kept out of venture deals and even have received even death threats. Even when you’re proven right nobody cares. It’s all bag bias. But I’ll keep being me.🫡

And so it has been written.

$TDOC closed up 10% on like 3x normal Friday volume. When traditionally “bad news” like a CFO transition a week before earnings is treated like “good news”, look out to the upside. This thing has alot more to run. Narrative starting to click and it’s 97% off it’s high.

You guys are playing casino games that are mathematically designed for you to lose. With very complex algos to get you hooked and take everything you have. It's not Vegas with regulation and live play. Online casinos are literally all rigged. I think people don't understand that.

You can tell that the crypto market is cooked because influencers have pivoted to promoting the lowest form of casino gambling. They aren't even pretending to give af about followers having an edge anymore. Just extracting that last bit of your money before the bear hibernation.

I really don’t even want to talk about this stuff because it’s so boring. I’m here to make money and speculate on the next bubble and be early. I’m considered like some NFT market oracle. But I just caught that trend early. Got popular that way. But don’t care about it anymore.

Even worse (for anybody buying in) is that this game may actually turn out to be popular and do well. But there won’t be payback to NFT. So it’s damned if you do, damned if you don’t. Who has built a model that accrues value to the NFT?And there’s no “wait and see” trust left.

There’s just no demand for anything. And this just proves it. The state of the market matters infinitely more than the product. When bubbles pop it takes years to deflate. Some do transcend but many years later. But we are still in the deflation. Rock bottom part has yet to hit.

And this isn’t related just to BAYC. Even gaming NFT projects that I’ve spent a good part of the past year and been well received by the community and are building the right way like Critters Quest and Onchain Heroes have both struggled to get any market attention no matter what.

I always say that it’s not the news, but how the market perceives and reacts to news, which is what tells you where we are at in a cycle. In this case, it’s over.

ApeFest brought BAYC euphoria back. Couldn’t have bigger announcements. Amazon Gaming partnership, new streaming show, and even construction of the IRL clubhouse starting in a couple months. And the NFT, which has been down only for several years, barely budges. Market is cooked.

The odds have narrowed considerably.

$CMRC deeping relationship with Stripe as one of its first Agentic Commerce Protocol integrations. $SHOP has ShopPay and pushes it exclusively. It's 4% of the overall payments market and a huge profit driver for Shopify. But Commerce is open and composable. Playing the long game.

“Punks Strategy” had an interesting effect on the market. It drove sales attention to floor prices. If you notice, there’s hardly any “mid” activity. There hasn’t even been a Hoodie sale in over 3 months. And the number of Hoodies for sale has ≈doubled in a short period of time.

CryptoPunks pumped because of the “Strategy” tokens and constant rumors of an “NFT DAT” entering the market with hundreds of millions of dollars. It’s not surprising that when neither of these things materialized that the wind is out of the sails. And the price drops accordingly.

$CMRC current valuation embeds 2% growth in perpetuity. Guidance is +15-19% on medium term basis. Something has to give.