Gumg

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NEAR looks absolutely insane, I bought a lot yesterday
The AI narrative is still alive and well, semis will rally back as they have held their support levels
I am in since $2.02, looking for $3 at least
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I haven't been this allocated into crypto for almost a year now
Maybe this is one of those tweets that age poorly
I'll manage my risk and still have a lot of cash to bid but at this point I don't care if we drop another 20% cause I'm buying it anyway
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Walinongsari:
To The Moon 🌕
All the fundamentals point to Solana being bottomed on onchain activity
Usually this also means solana:So11111111111111111111111111111111111111112 is bottomed
I will continue to DCA over the next 2-3 months, don't see a reason not to
SOL1.15%
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The worst thing you'll do in a bear market is to forget how crazy things can get, and paperhand at the first impulse move
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In '23 memecoins reigned in crypto.
The best expression of that bet: $SOL
BTC pump > Onchain Volume Grows > SOL pumps
In '26, perpetuals reign in crypto.
The best expression of that bet: $HYPE .
BTC pumps/TradFi macro event > Perp Volume Explodes > HYPE pumps
In '27, what will reign is quick access to trading and liquidity.
> Listing Speed
> Liquidity (Spot, Perp)
> DeFi Composability (deploy assets as collateral to borrow, deploy to vaults, etc)
What do you think is the best bet for this?
SOL1.15%
HYPE5.62%
BTC2.08%
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Biggest inflation decline since May 2020 during Covid Lockdowns
BTC at multi year support, tested and held multiple times
Bitcoin outperforming stocks, AI bouncing back
Saylor FUD overblown, BTC sales priced in, has enough reserves for years of dividend payouts
STRC panic is over, market hasn't priced in return to the mean
Yeah man, send it
BTC2.08%
STRC1.15%
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What makes me angry about crypto sometimes is that with stocks you get 6 months to buy the lows / sell the highs and with crypto if you're asleep during the cycle top you wake up -20% and then ride it down in the hopes that it goes back to ATHs
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If you're bullish solana:So11111111111111111111111111111111111111112 this is the all or nothing level
20% down if it doesn't hold
SOL1.15%
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For the first time in a long time I don't feel anxious about the idea of buying and holding crypto for the longterm
With this I don't mean it can't go down anymore, but that the price action that follows will not be news driven, it will be the normal course of action of an asset forming a bottom over months
> Saylor FUD is over
> 4 year cycle bottom plays out in the next 2-3 months, we are closing in on a time to buy vs to sell/ignore
> DATs that wanted to sell would've sold by now, we've probably priced sells that haven't even happened yet
What comes next is a boring chop on a big range of ma
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Still bullish solana:So11111111111111111111111111111111111111112 into next week with the weekly close above $75 marking a price target of $86
Saylor sold $220M last week and I bet he sold again this week, yet BTC is grinding higher which gives me confirmation that Saylor FUD was priced in.
Not taking any position on ethereum:native however it has a reason to go up thanks to Robinhood's chain being an L2.
SOL1.15%
BTC2.08%
ETH2.77%
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Noticing lots of apathy on CT just as charts like solana:So11111111111111111111111111111111111111112 start to show a real bottom formation on longer time frames
If your goal is to accumulate coins and ride them in the bull then stop paying attention the hourly charts
Focus on the big picture
SOL1.15%
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Robinhood chain not really a threat to Solana unless they start incentivizing a lot somehow and their memecoins go wild for more than a week
I don’t see memecoin interest rising among non crypto retail while AI continues to be the go to place for volatility
The trader pool is in general still extremely small and not enough to create more than one runner at the same time ie look at how ansem dropped 30% when cash cat started running
I dont know why this is a hot take tbh
SOL1.15%
MEME-0.47%
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We spent 6 months anxious and pricing in Saylor needing to sell BTC and now that he is selling hundreds of millions you guys are pricing in more sales rather than the interest coming from market participants who got out of the market due to Saylor’s irresponsible accumulation
What am I seeing wrong cause this seems mega bullish longterm
BTC2.08%
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You mfers cry that saylor is buying btc and now that he is selling you are selling with him instead of becoming increasingly more bullish
BTC2.08%
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Couldn't care less about solana:So11111111111111111111111111111111111111112 on low timeframes
Weekly and Monthly all point to a strong bounce during July
Onchain activity heating up + STRC rallying 21% in 3 days + Bitcoin looking good
Also notable how I don't see anyone talk about hyperliquid:native breaking above $70 again
SOL1.15%
STRC1.15%
BTC2.08%
HYPE5.62%
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