Ansem 🐂🀄️

“generational bottom on $BTC https://t.co/J3IoncmSWR”

“@Innerdevcrypto @Crypto_Chase 8 months ago bitcoin was at all time highs around $125k, all we have to do is send bitcoin back to all time highs in ~8 months before saylor's cash reserves are empty and we'll be fine 🤝”

“a lot of attempted dunking on low timeframes, so will try to givea clearer extended view, if you dollar cost average buys on solana weekly from here to end of year i believe you will be up 3-5x+ by end of 2027, current price ($66)”

“@PapiLiquidated @hantengri am updating about as fast as i can brother lol https://t.co/RumzufMIOF”

“this is feb '21 highs on btc / sol, dont want to see dailies close any lower than this spot imo, if strength intra day and close higher for the week/month then high confidence thats bottom we are currently at peak saylor doom scenario, pricing in a lot of the selling in advance of him actually having to sell any of his btc, which he wouldnt actually have to do for another 6+ months at their current cash reserves, especially if he has ability to keep selling mstr to do so peak bottom sentiment on crypto here IMO”

“if im right on this & memory does not sustain the pump post $MU earnings then Q3 is going to be red and we will get discounts to buy everything, confirmed on price action beneath the lows pre-ER around $1050 mag7 still weak and still trapped in the loop of spending infinite while open source models improve for much cheaper believe good spot to be derisking if you are up fat over the past year as stuff is up legit 100x might be overly optimistic on the crypto side of things assuming feb lows hold on BTC & SOL, wrong if weeklies & monthlies close beneath $60k / $60 & they would likely haircut -30%+ from breaking those lows if you dont want to take chance of breakdown beneath lows, you can derisk positions & wait for strength above $66k & $80 on weekly close which is likely when uptrend resumed on both, dont need to give this recommendation to active traders as they'll respond to pa in real time but am aware that most are not doing that so much more difficult to respond quickly miss about 20% of upside for a higher hit rate trade”

“if im right on this & memory does not sustain the pump post $MU earnings then Q3 is going to be red and we will get discounts to buy everything, confirmed on price action beneath the lows pre-ER around $1050 mag7 still weak and still trapped in the loop of spending infinite while open source models improve for much cheaper believe good spot to be derisking if you are up fat over the past year as stuff is up legit 100x might be overly optimistic on the crypto side of things assuming feb lows hold on BTC & SOL, wrong if weeklies & monthlies close beneath $60k / $60 & they would likely haircut -30%+ from breaking those lows if you dont want to take chance of breakdown beneath lows, you can derisk positions & wait for strength above $66k & $80 on weekly close which is likely when uptrend resumed on both, dont need to give this recommendation to active traders as they'll respond to pa in real time but am aware that most are not doing that so much more difficult to respond quickly miss about 20% of upside for a higher hit rate trade”

“if im right on this & memory does not sustain the pump post $MU earnings then Q3 is going to be red and we will get discounts to buy everything, confirmed on price action beneath the lows pre-ER around $1050 mag7 still weak and still trapped in the loop of spending infinite while open source models improve for much cheaper believe good spot to be derisking if you are up fat over the past year as stuff is up legit 100x might be overly optimistic on the crypto side of things assuming feb lows hold on BTC & SOL, wrong if weeklies & monthlies close beneath $60k / $60 & they would likely haircut -30%+ from breaking those lows if you dont want to take chance of breakdown beneath lows, you can derisk positions & wait for strength above $66k & $80 on weekly close which is likely when uptrend resumed on both, dont need to give this recommendation to active traders as they'll respond to pa in real time but am aware that most are not doing that so much more difficult to respond quickly miss about 20% of upside for a higher hit rate trade”

“lets see https://t.co/AbilIeEMin”

“lets see https://t.co/AbilIeEMin”

“@0xUnihax0r @BartTradesX fc btc 5m https://t.co/RumzufMIOF”

“think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150 capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s”

“think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150 capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s”

“think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150 capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s”