Puffy
@slipsliderr
Followers
4,299
Following
68
Media
113
Statuses
486
Memetic Measurer
Outside the promised land
Joined September 2017
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Modi
• 804004 Tweets
Farage
• 431932 Tweets
Ayodhya
• 304411 Tweets
Hindus
• 300799 Tweets
Real Jagannath God Kabir
• 178243 Tweets
उत्तर प्रदेश
• 169591 Tweets
Amethi
• 129744 Tweets
राम मंदिर
• 97393 Tweets
Odisha
• 90847 Tweets
Garland
• 69636 Tweets
ChatGPT
• 58701 Tweets
Grabois
• 50036 Tweets
OBMEP
• 42955 Tweets
Anayasa
• 35018 Tweets
#loksabhaelctionsResults2024
• 24158 Tweets
ジュンブラ
• 20142 Tweets
Checo
• 19888 Tweets
Nepal
• 17627 Tweets
halsey
• 17464 Tweets
#櫻坂46_自業自得
• 17389 Tweets
Yoru
• 16784 Tweets
gracie
• 14976 Tweets
Isabella
• 14694 Tweets
Bancolombia
• 14309 Tweets
チェンソーマン
• 13749 Tweets
Chainsaw Man
• 13596 Tweets
Fujimoto
• 12709 Tweets
CHAERYEONG SHINING STAR
• 11799 Tweets
REBEL STORM LOADING
• 11399 Tweets
Denji
• 10606 Tweets
- Every time the market has dumped off 20% of built up futures premiums,, bird says to not capitulate
- Iran 'retaliating' by crashing 3 lawnmower engine drones into the emptiest desert they could find,, probably won't start WW3
11
44
268
@outpxce
only a few coins have ever done more volume vs BTC/USD on Coinbase in any single day
yet to find an example that didn't match at least a substantial local top
SOL did 1.6x BTC volume on this run
13
17
231
5 popular 'new paradigms' that are going around
-smart person would look at these from pure principles; and calculate likely outcomes
-midwit would come up with a 'historical view'; and see if things really do look different
8
25
152
Shill me your memes and i will do a scam 'cultural review' on them
123
10
133
@CryptoSome0ne
@GiganticRebirth
@James40667212
How 2 climb tree of life:
> Create solid base epistemology
> Collect raw data
> Approach using first principles
> Apply meta concepts to prune strategy space
> Derive underlying relationships
> Profit
> Detach results from internal measure of self
5
21
111
Review of past L1 action, so far the pattern appears set for a 3rd run
Shill your best [new] alt L1 here, and I will post a review process on it
45
10
101
BTC = 20m btc
TOTAL = 60m btc
MEMES = 7.5% of TOTAL
RETURN = 10x vs btc
6
7
84
'Alt Season' was always very puzzling for me, trying to look at btc.d doesn't really show what is happening
this indicator i stole from Capriole looks at every ALT on Binance, and then calculates how many are above their 200 day moving average
8
6
82
Q) why did the 'GCR' post strike so well?
A) blood memory fears of being caught offsides at an inflection point
6
9
81
i'm just working out all this meme stuff myself, recently learning from
@apatheticwhale
here is my MEME Trouble Checklist
7
10
78
ETH/SOL inflection points from the past
finding large [view::reality] gaps, is finding good trades
6
9
74
Comparison of past election years [2012, 2016, 2020]
- first chart indexes to Jan 1
- second chart shows price relative to prior ATH
2024 is starting much higher than the past
3
4
67
if you thought 15k to 70k (without any real corrections) was fast, sideways here would create a base to launch from
3
5
57
Echo View:
- BID now at all time LOWS
- Funding HIGH, poor traders forced to use leverage
Flipping the 50% drawdown level into support for the next run has historically taken 300 days from here
6
3
51
SHIB flips BTC volume on CB today:
- the amount of attentional shift can be huge, 60x in a week
- not even ETH can hold ratios >1, we know with certainty volume must fall off soon
To Do:
- how much more time can the pump sustain?
- where will attention flow next?
3
0
49
" I'll know ... people won't even bother asking when we're close "
4
5
42
@0x_Lamp
@GiganticRebirth
> IQ 145+
> Grindset top 1%
> Epistemology top .01%
> Strategy top .001%
>>Sees relationships in an instant you can't see in a lifetime
>>Searches a large amount of the strategy space
>>Knows what is actual truth
>> Converts the above into a winning trading strategy
2
0
34
@GCRClassic
TRANSLATION:
Proof of Wealth = something other people can observe and assign wealth to (rolex, nft, ?)
Flex epoch = time period where status accrues to wealth flexoors
Opportunistic derivatives = same as BTC pump leads to ALT pumps
1
0
33
@GCRClassic
we should have seen this pic coming:
- history of posting jewish iconography on holidays
- multiple past callouts to various rappers
- congruent with 3rd way radical inclusiveness political platform
- 2022 capstone theme of persevering through struggle
5
1
30
@thoughtfultrade
seems there is a chance the memetic power only comes back at 100k
- not sure any casuals can assign meaning to 50k (is 50k good/bad?)
- less people are keeping track of the prior ATH, 70k itself also kind of a meaningless number
everyone knows 100k is 'wow, good!'
2
0
33
"" closed most of my LUNC short [for now]
high certainty of a full retrace, but this is a good point to tp ""
5
0
29
in this scam pump season, let us remember some of the original players from 2014
1
4
28
spotting FUGAZI:
-REAL:: some kind of novel thought, that everyone is missing, yet is incisive and intuitive
-FAKE:: only talks about stuff that has already happened, entirely a reflection of existing popular ideas
post your best template bars and i will criticize
2
1
28
Echo Update
3
1
27
@CL207
- 2021 max hysteria hit 38%, vs >50% (2017)
- 2022 the final FTX fall pulled negative -6%, vs multiple <-10% (2018)
>> an additional period of sustained backwardation would need (my guess) 18k or less
0
1
26
@GCRClassic
@RunnerXBT
@coinmamba
thinking alts would pump,, while BTC stalled under its ATH,, is what really killed people this cycle (secretsofcrypto[lol])
2
6
26
@GCRClassic
L1 RECAP:
- Dozens of new competitors spring up
- Hype cycle heats up with chains offering incentives (in the native token, lol)
- Entire market is on a ledge, held up only by BTC pump (etf rumours, leverage) and SPX strength
- L1's all lose 80-95%
1
0
23
@BigDickBull69
Cobie writes 8 articles, 7 of them explaining why the supply of something is relevant to the price
0
1
20
@GiganticRebirth
He is explaining his trade here and people are still missing it:
> TRUMP does not have to win (.65 happens when he is the R nominee and global macro top of ~22 hits)
> Betting on TRUMP != supporting TRUMP (do you think he believed in SHIBA too?)
2
0
20
@GCRClassic
@mmagca1YPjkBD6g
@lightcrypto
::Open Interest::
Think of this as the total number of 'bets', [1 short matched to 1 long = 1 bet]
Total OI is 60b 'bets', GCR has 20b 'bets', -> he is party (the short side) to 1/3 of the total current number of bets
This is why FTX needs to pay for stadium rights
1
3
17
2 days ago "eth is over" was the dominant view
now that things may be shifting, i add a row (for the coming inflection point) to the sheet
1
0
15
GCR perhaps the strongest record of publicly called trades, I still can't figure out the logic on a number of these, any slides you can explain Ill add it in
2
2
17
@GCRClassic
@GiganticRebirth
Following by creating a collection of all posts, anyone can read it below
If,,, you can create your own GCR trade review, DM to join alpha group where the focus is on modeling what GCR is seeing
1
0
16
@smileycapital
SOL mcap (in BTC) pre unlocks = 3k
TIA mcap (in BTC) pre unlocks (current price) = 60k
SOL top mcap (in BTC) was ~1m
implies returns (assuming TIA replicates SOL 2021 total cycle success level) of 5-10% what SOL did (still good),
2
2
16
@Sqall_pwn
@outpxce
an altcoin 'run' can end anywhere, however, few end up doing a day with more volume than BTC
greater volume vs BTC implies greater memetic power vs BTC,, this is clearly absurd, thus the ALT/BTC price must fall
for some coins, 5% of BTC volume is implying too much
2
1
16
@outpxce
a counterview:
previous winning metas always turn into laggards, this has been the case in every cycle
- meta reaches close to its potential = it mathematically must lag
2
0
15
Melanesian islanders, observing for the first time a war between advanced nations; adopted a practice of summoning cargo by building straw airplanes
Cult members deified anons [Tom Navy], whom they identified as spiritual entities that would provide cargo in the future
2
2
15
@thoughtfultrade
Hubris Highlights:
- 'new paradigm' ETF flows
- sol to mcap ATH
- meme presales
1
1
15
@GCRClassic
Every past crypto cycle BTC thesis has been wrong
[buy coffee]
[be your own bank]
[digital gold]
What will it mean if the underlying thesis matches reality for the first time?
4
0
14
@Teubi01
@thoughtfultrade
none of these AI projects are fleshed out, even TAO is trying to rebrand renting GPU time with 'landscape of incentives', 'cross training ...', and complex mathlab screenshots
im trying to buy AI that sounds good, new scams I am looking at:
- GLQ
- OPSEC
- zKML
- RSS3
0
1
13
@0xBohr
@inkruczio
made up a table looking at [max memetic mcap potential] of these picks
taken as full cycle trades, these mcaps would be the highest levels possible if the projects succeed in their scope
are my numbers close to your logic here?
6
0
13
@loomdart
look at the past, funding had a perfect 30/30 record of correct major (>20% move) inflection points (including up to late 2021)
2022 the funding signal disappears into permanent negative rates, what happened?
0
0
13
@EduardoEstevesF
there are 2 possible strategies here:
- guess the future, try to pick where attention will flow next
- observe the present, find where attention *isn't* right now
every great crypto trade started out as something no one cared about
0
0
13
@CryptoDonAlt
responses not giving me MEME confidence:
- universal cocksure inflected disdain (compare to vibes during ideal meme purchase window of last year)
- since beginning of crypto time, being a leading sector, just means you are next in line to being a lagging sector
1
0
11
@Tree_of_Alpha
giving (to those who will take), means you are 'solving a problem'
solving a problem transfers the responsibility of problem solving to you
they will continue to have problems, expect that you solve them, and resent you when you do not
3
0
10
you hold $100 of 2 coins
DOG
CAT
each is equally risky, and each offers a 20x return
>DOG gets a 10x pump (you now have $1k, in DOG; $100 in CAT)
>you do not believe the cycle top is in
>your spreadsheet re-calculates to show DOG is now a 2x, and CAT a 20x
>> what to do?
no trading, hold for top
53
return to 50/50 balance
49
overweight cat vs dog
38
go all CAT
51
5
0
12
@Kg1SHaisgJTCAn7
@effervescence_o
Coin A, mcap (measured in btc)
- Buy, 10k
- Now, 40k
- Max, 80k
this was a killer 8x vs BTC full cycle trade to start, but now it is only a double
the cycle is still early, maybe there are options that will pay either more than 2x, or the same 2x with less risk
1
1
11
@Pool2Paulie
could argue it has always been this way, one big pump (vs btc) is all you get
even ETH was a sell (for something newer and unpumped) after 2016
difference now is you don't get a 100x in BTC to bail out relatively weak performers
0
0
10
@BowTiedIguana
@GiganticRebirth
I'd be astonished if they made money
His posts are creating more confusion for 99% of followers (not a knock, just trivial reality)
2
0
11
@Galois_Capital
Kraken strategy (even though jesse didnt plan it) has been to win,, by letting everyone else fail. RIP to the past leaders:
-btce
-polo
-stamp
-bitfinex
-bitmex
-ftx
0
0
11
@WazzCrypto
a counterview:
- every cycle has had 2 clear drives
- alts topped in spring (2017), and (2021)
2013 peaked while 'mtgox' was secretly broke, 2017 had fraud 'ico's', 2021 had 'ftx'
new money vs structure of paper profits,, creates the top, November was likely the alignment
1
0
11
@GCRClassic
There are [2] types of knowledge;
The ability to generate
The ability to evaluate
It is far more cognitively taxing to 'generate GCR'esque text' than it is to 'evaluate the truth value of GCR screenshots'
[dm] for PnD ghostwriting services
1
0
11
@CL207
my own excel chart, data is from T3
> Charted on a log scale
> With a somewhat arbitrary x-axis to highlight when IV is pushing hard to the lowside
1
1
10
@Farnone06
if a niche-medium size project is successful, it will hit 20k to 40k BTC mcap
think of restaurants:
hotdog stand = $5k
tacotruck = $50k
sitdown diner = $200k
regional chain = $50m
mcdonalds = $200b
the larger the scope, the greater the value (when successful)
0
0
9
@DegenSpartan
miner beta has been consistent with the past so far, catching a probable share price 10x using lightly OOTM calls will pay about 50-100x next cycle top, if the past repeats
0
0
10
@GCRClassic
Sentiment Explainer:
EUPHORIA = everyone is sitting on huge paper profits > everyone is waiting to dump (no one left to buy) >> price is on a ledge
DESPAIR = everyone took huge losses > no one is left to sell (everyone now waiting to buy) >> price is on a floor
0
0
9
@MewsWorld
cat vs dog = the universal story, endless possibility
intern referencing some petty CT non-issue = one step removed from live tweeting price
we picked MEW because its slick corporate nature would preclude these kind of amateur slip ups, what is going on?
1
1
8
- Bear market did not START until BTC hit 30k (-50%)
- Prior (13/17 bubbles) took 1,000 days to consolidate a breakout base
At day 100 so far:
3
1
8
@HappyProfit_
TIA:
Current Mcap: 60k (btc)
Unlocks [at sell date of mid 2025]: 2x supply increase
Max Memetic Mcap = value has historically mostly accrued to the settlement layer, this hurts TIA. Scope is narrower than an L1, DA focus. Maybe 300k, or a 2.5x vs BTC from here (due to dilution)
0
0
8
@HsakaTrades
Orderbooks have correctly called the general market structure since the Gox days. In a closed system (like BTC is) they kind of have to
Look for yourself (Coinbase Bid-Ask as measured at 50% depth)
5
1
9
@Galois_Capital
@GCRClassic
lol, they are actually paying employees in their own token?
being forced to defend BND as worth >2m BTC, could be hard to do
2
0
8
@DegenSpartan
@BholaXto
@volatilitypanda
other reasons for crypto natives to hold COIN
- Schwab is not going to steal your money. Esp important if you are 100% crypto, adds a different kind of safety
- Can buy in IRA, tax advantaged
- You will be forced to sell the pico top as it again coincides with CB app
#1
ranking
0
1
8
@tmnxeq
mining stocks show high beta, catching them bottomed out (when a BTC pump was obvious to experienced cycle'oors) was good trade last time
1
2
8
@KookCapitalLLC
elder millennial running zoomer chumbait template:
- line spaces for each thought
- 'math' 40,000x, -90%
- adopted slang and emoticons of a different generation 'imagine' 🤣
1
0
8
@Tree_of_Alpha
the market has come a long way, you could once suggest 'code is law' with a straight face, how many remember when this endearingly naieve view was first buried?
3
0
6
@dead4taxreasons
more dispersion is a myth, everything is matching the past so far
we just haven't had an actual alt season yet
0
3
7
@HappyProfit_
SEI:
Current Mcap: 45k
Unlocks [at sell date of mid 2025]: 2x supply increase
Max Memetic Mcap = general alt L1's with easy memes such as 'parallel' have hit 800k-1m in the past, if they succeed fully. Implies a 10x vs BTC from here
1
0
7