K A L E O

“Was hoping for a move back to $2300-$2400 before the next leg lower, but don't see us getting there anymore with how bad tech is already selling off. You can bet against me on Kalshi perps ⬇️ https://t.co/8O9rYuaiGf”

“#Ethereum / ethereum:native Lower. https://t.co/rKge7zcTyn https://t.co/PwR7tmz3xd”

“@Chuck_Energy @cryptrus probably getting way too greedy and gonna pay for it but goal is to double up on the tendies on a dip (see qt) think hmm has already seen the bulk of it's dip https://t.co/9Z1NP4zGKF”

“#Bitcoin / bitcoin:native $40K is a trampoline https://t.co/hs6vcuwIIl https://t.co/6eBdEpNaqs”

“Thesis has been several weeks of bullish PA prior to seeing a correction for one last leg down starting mid-August creating a true bottom for the bear market in September. With how the tech correction has started to accelerate over the course of the last few days, I think it's wise to prepare for the possibility the timeline for the next leg down in the crypto market might also be accelerated. This should give opportunities for generational entries in high conviction names. e.g. if a pair is denominated in ETH, and ETH wicks 25%+ lower, the average ticker more than likely sees an even larger correction. Might not time it perfectly - but I'd rather have stables ready to deploy than not. I believe high momentum growth sectors rebound the fastest. For instance - some of the top tier names in the Robinhood ecosystem might see large corrections, but they also are probably among the names that bounce the hardest. I look at a name I believe has the potential to be billions in the next bull market like tendies and compare it to the early stages of a name like mog. Mog was launched July of 2023 and quickly moved up to just under $40M within a month. When the broader market took a dive mid-August through September, Mog had a 90% drawdown from its highs to under $5M. By early spring in 2024, it pulled a 100x off the lows and eventually broke above $1B later that year. Those type of opportunities also existed in high caps - e.g. Solana. The majority of the market participants declared SOL dead that autumn. It was trading under $20 in September of 2023, before rallying to nearly $300 in early 2025. Obviously a lot of the assets within that ecosystem exploded with it. The next few months are primarily about surviving and positioning yourself for the next bull market. And even though we might see one leg lower first - from a time perspective, we're getting pretty damn close.”

“Thesis has been several weeks of bullish PA prior to seeing a correction for one last leg down starting mid-August creating a true bottom for the bear market in September. With how the tech correction has started to accelerate over the course of the last few days, I think it's wise to prepare for the possibility the timeline for the next leg down in the crypto market might also be accelerated. This should give opportunities for generational entries in high conviction names. e.g. if a pair is denominated in ETH, and ETH wicks 25%+ lower, the average ticker more than likely sees an even larger correction. Might not time it perfectly - but I'd rather have stables ready to deploy than not. I believe high momentum growth sectors rebound the fastest. For instance - some of the top tier names in the Robinhood ecosystem might see large corrections, but they also are probably among the names that bounce the hardest. I look at a name I believe has the potential to be billions in the next bull market like tendies and compare it to the early stages of a name like mog. Mog was launched July of 2023 and quickly moved up to just under $40M within a month. When the broader market took a dive mid-August through September, Mog had a 90% drawdown from its highs to under $5M. By early spring in 2024, it pulled a 100x off the lows and eventually broke above $1B later that year. Those type of opportunities also existed in high caps - e.g. Solana. The majority of the market participants declared SOL dead that autumn. It was trading under $20 in September of 2023, before rallying to nearly $300 in early 2025. Obviously a lot of the assets within that ecosystem exploded with it. The next few months are primarily about surviving and positioning yourself for the next bull market. And even though we might see one leg lower first - from a time perspective, we're getting pretty damn close.”

“#Bitcoin / $BTC Honestly fellas starting to get the feeling we see the leg happen a bit sooner rather than later - think now is a decent time to make sure you start preparing to have some dry powder available to stack any dips https://t.co/WSj0hImeWn”

“We're incredibly close to the bear market bottom. The last two occurred ~908 days post #Bitcoin halving. It's been 828 days since the last bitcoin:native halving. Nearly there fellas. https://t.co/YTPufvcjTW”

“#Bitcoin / bitcoin:native Plan remains the same: One last leg down in late August / September to print the bear market lows, then up only. $100K+ and then new ATHs in 2027. https://t.co/g0oHTup9Si https://t.co/Vw3Eym6sTj”

“They’re selling $1.00 for $0.86. No new all time highs until 2027. https://t.co/ZEe2dVOJA0”

“added a bag of the arena's number one runner last night and sitting comfy in everything else. here's my current thesis / comparison for robinhood eco plays (some I have some I don't): $TENDIES = PEPE $CASHCAT = BONK $HMM = WIF $YOLO = MOG $PONS = PUMP $BOYZ = arena eco exposure $AMC = atm biggest struggler of the group, but still holding and think there's a solid narrative... vamps have died out and just makes sense with the Robinhood / GME narrative that can eventually move”

“added a bag of the arena's number one runner last night and sitting comfy in everything else. here's my current thesis / comparison for robinhood eco plays (some I have some I don't): $TENDIES = PEPE $CASHCAT = BONK $HMM = WIF $YOLO = MOG $PONS = PUMP $BOYZ = arena eco exposure $AMC = atm biggest struggler of the group, but still holding and think there's a solid narrative... vamps have died out and just makes sense with the Robinhood / GME narrative that can eventually move”

“$TENDIES looks good here https://t.co/tyteW05L3I”

“$YOLO and $HMM both look ready to send to new all time highs https://t.co/bgeQgOzqx1”