DegenSensei
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I believe that the continuous encroachment of the European Union will lead to increased capital allocation to privacy
No, this is not a $ZEC bull post cause it's a privacy memecoin, but something to consider for the sector with a mid-term timeframe
Also, think it ends up being bullish DeFi apps with clear PMF since they are permissionless
ZEC11.89%
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Almost at the point where CT only consists of the same 25 usual suspects and their alt accounts
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Actual vibe shift
Can you feel it?
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Ridiculous $PIPPIN short squeeze taking place at the moment
PIPPIN6.22%
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Only on-chain trades worth taking in this environment are the ones with clear catalysts coming up soon, due to the lack of flows
If it can't garner attention in the near future, it will remain in a Sahara desert
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Everyone is bullish on the tokenization of equities but not all tokenized equities are the same:
@xStocksFi - Wrapped equity product where the equity is custodied off-chain and a digital representation is created as a token
Perps on @HyperliquidX or @RobinhoodApp - Synthetic derivatives that mirror the price action of a stock
@SuperstateInc - Tokenized equity that offers the same rights as traditional equities (example of this is $GLXY shares that you can buy on-chain)
The end state is likely that all stocks get tokenized and give you the same rights as traditional shares, so closer to what
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This is probably among the largest bull cases for neobanks as on-chain participants get increasingly tired of dealing with their local banks when they are trying to offramp
Every time I have to deal with my bank I want to tear my eyes out
Friction will become lower and the barrier between spending on-chain and in the real world will converge, which also becomes a trap in the end
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Base case is that gambling addicts will use their $MON airdrop to buy the first token on the ecosystem that can sustain any meaningful price action and attention
Betas won't survive in an environment like this, play the winner or don't play at all
MON-7.71%
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The greatest opportunities have emerged in the worst market conditions
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People's main bull case being BTC hitting 4 std dev during the correction is frankly not great
BTC-1.29%
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The deranged obsession with calling bottom needs to be studied
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65000
800
70
20
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I'm willing to change bias if we don't shill $GRASS
GRASS-7.87%
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Dave Portnoy, Capo, Grant Cardone and Eric Trump are the loudest bulls
I'll sit this one out man
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If you're waiting for the $NVDA earnings to save you, a beat is irrelevant as the market reaction to the earnings is what matters
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The cliff for token unlocks from new launches is getting pushed increasingly earlier
Wonder why
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Privacy bouncing hard
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First Tuesday in a long time that we don't get raped, must mean something
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