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“A few people prob need to get slimed out in the chop as we typically don’t V reversal. We likely need some time sideways with fake outs etc. + the other things like competing with ai attention and allocation. Look at sol, and many others that had bearish retests thus far. https://t.co/84TVrvubA0”

“A few people prob need to get slimed out in the chop as we typically don’t V reversal. We likely need some time sideways with fake outs etc. + the other things like competing with ai attention and allocation. Look at sol, and many others that had bearish retests thus far. https://t.co/84TVrvubA0”

“@CryptoFnddTrdr As said. Time aspect no. Price. Idk. Maybe 48k at worst. https://t.co/84TVrvubA0”

“$shaz melting up https://t.co/VtPBDAci5a”

“why has crypto been weak? It is competing with money for ai + robotics, and that will be the case for sometime. It is just a huge money pit of demand and will be for some time. It is also something that most investors can see, feel and touch. While crypto alts have a pretty poor history over any period of time. This is just a reality and we all know that. Altcoins are 15 years old now with little to show in the real world. Does that make BTC a bad buy here? No, if anything this general range is a great buy imo long term. Is it going to have the same upside performance? unlikely. Just like this past cycle was the first one where the alt market didn't make new highs. Global markets have had as much accommodation as possible and unfortunately crypto has been the weakest link. Are you getting paid for the risks you have taken in crypto for the past year? Probably not. But things are at more attractive prices now. It doesnt mean they can't have big bounces either. But I think its hard for them to keep pace in general with the AI market for sustained periods of time. Just due to flows, and new emerging tech. But its just something to consider if you are all in crypto. Maybe even allocating 5-10% of that to some of this trade over the next few years. This isnt something new im saying either, I have been saying this.”

“I once again, did not by the memory dip, those are up big today. Oh well. but I did get in $SHAZ on the latest dip and it looks like that will open up 20% above yesterdays lows. Still holding out on the big memory names for now. Hoping to eventually get MU in the sub 850 range. https://t.co/kehbgnvjeG”

“@icobeast crypto has had perp dex meta for some time. btc prob up to 68-70k short term then likely back down to the low 60's is my guess. memes, no opinion on. those are just for rape but will have the same rotations like privacy, ai, etc etc (as always)”

“i think there are less people jumping from crypto to stocks and vice versa than you think, and more rotating sectors inside of each. at least thats a good framework beaten down software names up 20% this week. googl caught a bid, nvda catching one now some of the bigger names that have been lifeless beginning to move in that sense, its just like crypto with narratives so i'd like more internally at each. which rotations are happening, and why. how long may that persist. semis for example could be cooked for several months. but yes, the 58k area is attractive and anything within 10-20% of that range”

“for those asking, if you don't have any exposure to $BB I think a decent plays to look to start building a position would be between the top two blue lines if given 11-12 area which would still be quite supportive of the overall trend https://t.co/g3XNbFXjIj”

“Will still be net inflationary.. At the current pace its nearly 5m per day or 1.8b per year. and it's not cutting it in 1/2, its less than half per the proposal. That inflation already exists. Exhibit A and B. its permanent. The upside. Is nowhere near prev cycles bc of the starting point, market cap etc. there are far better places to get paid for the risks you take. its just math fren.”

“Has to flip $79 imo on HTF’s and confirm with a 3d+ 1W close. Then from I still think there are far better trades out there. Stocks are moving in many cases many many multiples. In general I think the risk in crypto isn’t worth the returns. And hasn’t been for some time. My view remains to be focused on equities until it stops working”

“$BB obviously we've been in this since the 5's and this has been a great move. My expectations are that we are coming into an area of HTF resistance so we will likely need to consolidate here above here for a bit. it may pullback (idk) Dips if given, are an opportunity to buy. I myself, will be looking for them with the same strategy as on prev dips buy, sell the rally, and keep the net difference at 0 cost essentially”

“I think this is the best writeup on $BB out there. Although, some of the price targets are a bit optimistic. The read is quite long, but it's worth it as it goes into every detail of the business and it's growth. It is also a lot of research that we've already shared, just better organized. But why I see BB has having huge upside over a several year period. You can't borrow conviction, but i think the read will help you truly understand the thesis and potential”

“Let's go over $BOT since there's a lot of misunderstandings around it and NAV. Why own bot? Bc you get liquid exposure to the leading robotics companies. It's essentially a bet that there will be mark appreciation from further funding rounds sometime over the next 12-18 months. *IF* you believe that happens, THEN its likely a pretty good bet. If you think Figure, apptronik, or any others raise more capital, then you essentially should see that jump in AUM. When value is created in the private rounds, it should be expressed in the public shares. Two: you aren't going to get to buy it at nav bc that implies that you are going to buy a valuation that was never available to the public in the first place, and get to buy at that nav while being liquid while their shares are illiquid and may not IPO for several years. It's a closed end fund, of course there is a premium. You are paying a premium to get to trade liquid shares of pre-ipo companies The main risk is that you see one of the portco's do a down round. But considering VC funding is set to increase over the next year or two for robotics. It is more likely than not you get to capture some of that upside. This just my take, and opinion. Subject to change if new information comes in. In terms of the issuance, it is accretive and has been done privately. If you own shares, and they raise for example. 36m, your shares capture that value that bc it increases the nav per share . That money then goes on the books, which can then is re-invested into a new robotics company, which then in theory does a round, and we capture the mark up. Theoretically. Do your own research. This is just my opinion. I am long from 29. For you, you'll have to decide if its something you even want to own, and where it makes the most sense. My bet, or thesis, is that we see private valuations continue to markup further.”