Ansem

alt szn

people still have so much bear ptsd that they can't even see what's coming Q4 will be the best quarter for crypto alts in a very long time

one of the biggest lessons i've learned trading crypto is that catching the right rotation means very little if you give all the gains back in 2017, i made significant profits trading alts but round-tripped a lot of them by 2020-21, i'd gotten much better at identifying narratives early, rotating between SOL, LUNA and AVAX, and compounding gains across different trades i believe finding opportunities early and knowing when to take profits are equally important skills

i believe the strongest communities in crypto are built around relationships that can survive price volatility $ANSEM is an interesting example of that thesis playing out i've spent years building relationships with people through trading, sharing ideas and being active onchain as social trading grows, i expect attention, reputation and community loyalty to become increasingly important drivers of value

i expect personal reputation and trust to become some of the most valuable assets in the AI era as AI-generated content becomes everywhere, people will place a higher premium on individuals they've followed and trusted for years social capital is only going to become more valuable

paper stakers have made 15M in 3 hours LOL

this might be the best ponzi of all time

$STRK +53% since I called it the trade of the week welcome to the show 🫧 https://t.co/4ecGC7VlsE

i think ive somehow already made 50% back of what i burned minting paper in rewards

WOOOOOOOOOOOOOOOO

bro https://t.co/STeBFwZQIB

son $2B OI??? LMAO https://t.co/6TNhTqpJnJ

one thing i find interesting about Grass is the growing importance of data infrastructure as AI scales AI labs need massive amounts of data, but accessing public web data is becoming increasingly difficult Grass uses a distributed network of internet connections to help collect that data and make it available to AI companies i believe access to high-quality data will become an increasingly important competitive advantage in AI, which makes this an interesting area to follow

i'm extremely bullish on the amount of capital that's going to move onchain this cycle stablecoins, RWAs and tokenized assets are bringing new liquidity into crypto, and that creates a much bigger opportunity for developers to build around speculation that's why i keep coming back to MemeFi memes already have the attention and communities, but adding financial products, new mechanics and creative ways to speculate around them opens up a lot more possibilities i expect some of the strongest opportunities this cycle to come from projects that combine both

The energy at TOKEN2049 Singapore has been incredible, with strong institutional interest and some of the smartest builders in crypto coming together Feeling increasingly bullish on where this industry is headed, especially with the progress we've made in tokenization, stablecoins, and perpetual futures

😂

a bit of irony here https://t.co/YDRfjLY3BA

⚡️

i expect culture and collective belief to become increasingly valuable as AI continues to scale if quantum risk becomes a serious concern for Bitcoin, i can see a path where Zcash attracts a much larger valuation through its privacy and store-of-value thesis i also think Murad's broader thesis is directionally correct, even if a pure memecoin flipping Bitcoin seems extremely unlikely in a world where AI commoditizes intelligence, attention, culture and assets people genuinely believe in could command an enormous premium

believe it will be very +EV to deposit some capital here and trade on this starting tomorrow read the docs & you will understand why

who is hosting the papertrade 1000x live trading comp and can i get an invite

long $BTC entry: $82k stop: $74.6k target: ATHs https://t.co/nm039lKNjv

one of the more under-discussed developments this cycle is how competitive SOL is becoming with centralized exchanges with platforms like Sunrise and Backpack expanding access to crypto assets and tokenized stocks, more spot trading activity can move directly onchain Solana's low fees and fast execution make it possible to build trading infrastructure that can compete with centralized venues, sometimes even offering better spreads i'm also keeping an eye on Wormhole, which plays an important role in cross-chain infrastructure and looks interesting after such a significant drawdown haven't bought any yet, but it's worth watching as tokeniz…

i’m viewing this pullback as a potential spot to add to high-conviction positions BTC recently tested the yearly open around $87.5k before pulling back toward $81.7k $75k is the key level i’m watching on the downside, while reclaiming $87.5k would strengthen the bullish setup rates and geopolitical tensions remain the biggest macro risks here as long as the structure holds, i’m more interested in accumulating through the volatility

BULL RUN IS OVER? w/ @Banks - Presented by @polymarket https://t.co/VG2Aj6Qq0v

https://t.co/mZWNOXSuBr

how'd we do

jarvis, liquidate these niggas https://t.co/End279605Q

🐂🀄️ https://t.co/N9zHdFznvB

it's time 🐂🀄️