Worldwide
- Tweets 26,040
- Following 1,389
- Followers 2,760
- Likes 76,674
Pinned Tweet
8 months ago i publicly exited crypto markets, at that point I had received enough confirms that we would have had 6/12 months of bear market, the initial plan was to reenter the market not before q4 2026 or when it would have signaled a trend inversion.
That was when most people were still in and bullish.
Now I'm reading a lot of people on CT waiting for market bottom in Q4, these are people that roundtripped most of their gains, exited only recently during the last dip, so now they are hoping to have an extra leg down to at least being able to reenter with a greater number of BTC and ETH.
So I'm not so sure that we will have that happening, a summer rally would be one of the most hated rally probably at this point.
Sidelined ?
Yes.
"Never marry your bags" is the motto that basically everyone in crypto has been hearing hundreds of times.
And yet, we periodically end up marrying our bags.
Even if it's not meant to be a specific token, we end up marrying a narrative, even marrying crypto as a whole.
"If I don't make it in crypto I'm fucked up"
"The economy is rotten, there are no asymmetric opportunities apart crypto"
"I need to lock in, and yolo"
This is all part of a culture that has been injected into crypto but was not native to it.
It was injected because it's functional to the guys that manipulate the market to keep a few hundreds thousands of guys around the world, sticked to their pcs for months/years, draining them emotionally and energetically.
"There are huge opportunities, and chances to make money", "find your hedge", and motivational stuff like this, vomited by some larping kol that is more broken than his followers.
It's true, there are opportunities, but how asymmetric are they ?
The asymmetry has become completely thinned out the moment the market began to be competely manipulated, the whole memecoins cycle exposed that, a narrative created ad hoc to give the illusion that there were people making millions out of a few hundreds $ of "investments" while the plain truth ( pumpfun data ) was that after a few months just the 0.01% had made significant gains, the vast majority of people had lost money.
But losing money is not the worst part.
The mental health and emotional damage created by being 24/7 attached to charts, x, tg alpha, discord, doubts, "what ifs pain", fumblings, roundtripping, fomoing, every single emotion of this kind creates damage that stacks up, so it's no surprise that even people that might have made a good amount of money in crypto end up spiritually devastated ( you can ask @Innerdevcrypto if you don't trust me ).
And there is not a magic switch to fix that, money doesn't help.
Binding your energetic state to a token performance, linking your emotional state to a chart ( wake up to a green chart -> good mood , wake up to a -20% wick -> bad mood ) is the worst thing you can do.
The moment you realize that's happening you should immediately step back.
Consider also that most of this market performance is plainly manipulated, so a few guys there are sucking not just money from people, but their spiritual energy.
Guess who they are.
Altcoins have been dying for years, and they sadistically had so much fun in sending them further down 90% in a single 5 mins wick, creating mass suicides, depressions, etc...
So yeah, it's very possible that dead altcoins are gonna be the next toy they will use to pump the market after everyone has been annhilated, reset everything, get back creating fomo, and the emotional slaughter house game starts from scratch.
As I said a few days ago, I've gone mostly stabled and sidelined for the first time in 4 years.
The liquidation they created a few days ago was something big, much bigger than CT pretended it was imo.
And I still think that the broader effects are yet to be seen in our market.
For the first time in 4 years we have a divergence between macro and crypto markets, and I'm pretty sure this is one of the reasons.
"gold gains are gonna rotate to Bitcoin"
"hold steady lads, altszn is incoming"
While I think these 2 statements are technically correct, because M2 liquidity is gonna increase in 2026, this doesn't mean that will happen without pain.
So I prefer watching the things from the sidelines here, for the first time in 4 years, and I must admit that it feels good.
8
569
kaiser.eth retweeted
BREAKING🚨
Tom Lee predicts $ETH could reach $25,000 to $50,000 per token this cycle
112
7
200
28,539
xStocks on @XLayerOfficial have crossed $2B in all-time protocol volume
The world’s value moves on Uniswap
39
33
324
32,499
Another quarter million tokens gone.
Worth more than $2M.
$UNI.
1
3
24
499
kaiser.eth retweeted
Excited to have this TSV collaboration between @ICE_Markets and @okx launching as a Uniswap v4 hook
v4 hooks are the ideal market structure for TSVs which will bring new assets and users to the protocol
okx.com/cdn/assets/files/261…
62
68
480
111,296
That's why $ETH is not an altcoin and mute and unfollow anyone on the timeline that is gaslighting you into thinking like that if you are new in crypto.
They are just trying to suck you into buying cabal VCs driven altcoins like ZEC so that you are gonna be their exit liquidity.
Ethereum has the largest interoperability surface than other blockchains by an order of magnitude, evidenced by its 12-client matrix, ready to roll into Sepolia, ahead of the next network upgrade.
6 consensus clients: Grandine, Lighthouse, Lodestar, Nimbus, Prysm and Teku +
6 execution clients: Besu, Ethrex, Erigon, Geth, Nethermind and Reth.
The next competing chains have 1-2 in production.
/fin
2
3
48
1,257
Everything went as expected.
The L2 roadmap was a temporary patch to allow Ethereum to keep settling most o the traffic even in the 2022/2025 era where it still had tech debt relative to scaling.
That was fixed now, meaning Layer2s now are not intrinsically necessary.
update next L2 projects shutdown:
movement - $0.07 revenue in 24h
mode - $14
polygon - $79
taiko - $50
sophon - $0
manta - -$22 😭😭
lisk - $2
hemi - $12
scroll - -$11 😭😭
fraxtal - $2
ancient8 - dead
metis - $31
soneium - $6
lightLink - $0
zora - -$2.85 😭
bob - $84
lumia - dead
megaeth - just dead lol
raise millions, TVL hits billions, everyone gets bullish
then almost dead 🫠🫠
3
141
What happens when we realize that it's easier and more productive to transfer knowledge to an AI than to humans ?
AIs don't die so we are not gonna be forced to start the training from scratch every 80 years as with humans.
Schooling new generations will be a waste of resources.
2
118
The ticker is $ETH
2
1
34
650
Made a good trade on $PONS in September bought at 0.42 and sold most of my bags at 0.8$ .
Sold during the loracle short.
I would not dare to enter here again yet, not gonna try to catch falling knives, but these levels are interesting even if there's 0 support yet.
1
169
The more time we spend in this range, the more $ETH below $3k to me looks like an absolute banger entry.
113