Plumber in Crypto since 2018 | Following The Opportunity.
The Post Box Discord 📬
- Tweets 56,600
- Following 501
- Followers 102,720
- Likes 63,528
This has always been something I struggled with.
It's always been hard for me to press the buy button on a coin that's already up 10x from the lows.
But then you have to ask yourself, when everyone floods back into crypto because they seen bitcoin made a new all time high, what are they going to buy?
The coin that everyone is raving about in price discovery or the coin that moved 30% from the lows that's been mentioned on X 5 times in the last week by the same one bag holder.
Just something to think about...
as we go higher a lot of tourist institutional capital will return
HFs, family offices, liquid funds, VCs etc.
many left or got washed out over the last 12 months
they are going to buy the best altcoin stories
i think these do higher multiples than the top onchain winners
31
5,274
$ENA is a perfect example of why people are struggling to deploy stables into strong coins
People look at the chart and see it's up 3x in a month so they don't buy
When you zoom out you realise how much upside is still left if it's going to return to ATH or even higher
You didn't buy the bottom of these assets so you're not early, but you're also not late.
Buy dips and chill.
6
9
140
10,535
My hodl portfolio
Majors:
btc, eth, sol - comfy holds with realistic targets (2-3x). A hedge against the riskier plays below.
High caps:
near - fumbled hype and zec but will add if market does some crazy shit and gives good op.
Launchpads:
pump, stonk, pons - rev plays, big meta this cycle, billions.
Robinhood:
pons, hookr, pare - a bunch of good utility plays out there but had to consolidate into highest conviction.
Memes:
cashcat, zcat, nearkat - memes within the new hot narratives make the most sense to me, small allocation.
Always changing but yeah that's where I'm at with like 10% stables atm.
16
1
106
13,747
robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d
I bought this at $2M so I'm still 2x but I round tripped a 10x.
This is part of the game with these new shiny, volatile coins on a new chain.
After looking into it, I don't think there's anything malicious going on.
Tech is good, audits in place, team still shipping.
When people go all in on these lower mcap plays they shit their pants very easily.
I'm buying more and looking to ride this to >$100M.
Can things change? Of course. That's why there's so much risk attached to these newer plays but that's also why I don't go all in on them.
Comfy hold whilst others freak out.
6
1
65
7,752
I just love how much talk there is on my timeline of Robinhood chain being dead.
This is exactly what you want to see in the early stages.
You've had a couple of weeks to find the coins you have the most conviction in.
Buy them coins and chill, millions await.
11
3
60
9,987
$BTC 1W
We did get to $87k (no thanks to clarity act)
I think the only thing bulls should be focusing on this weekend is a weekly close above $82k-$83k
Massively important level, changes everything
But even if we see a flush to $75k-$76k, I think it would be quick
$BTC 1W
This price action is looking insanely similar to last cycle
Only difference this time is we're moving a lot faster
Would be crazy if bullish clarity act news sent us to $87k this week
9
2
45
10,256
Very therapeutic closing all longs before bed and starting fresh in the morning
Compounding is king 👑
Join me pre-points:
app.txflow.com/r/TXPOSTY
3
39
10,848
Went long on $ONDO 20 mins before the announcement thanks to @0xBackwards and his AI trading friend
I’m thinking we’re so back 🤝
Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing
→ Full composability with DeFi
→ Complete transparency onchain
→ Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.
3
53
13,169
$PONS 24hr revenue dropped from $1M-$2M to $300k 🤯
The Robinhood craze has taken a short break, so has PONS revenue...
At the end of the day it's still only 2 months old doing more revenue than Phantom which got valued at $3B last year.
Different products but you see my point.
Only a matter of time before we see a generational run to $5 with the deflationary pumponomics in place.
26
11
188
24,258
Have a feeling this could be my low cap gem of the cycle. 💎
Fomo is going to keep growing. Retail will flood back and want to buy memecoins, the easiest way possible.
And for those who don't want to pick coins themselves, they can copy trade the bigger accounts.
The stats in the first month are impressive.
- $700k TVL
- 70,000 users
- 2.5% of supply burned
TG bots like BananaGun and Unibot reached $200M-$250M last cycle so I believe $2M is undervalued for @copyfomo.
It's also a bonus that it's not attached to a chain or ecosystem where the attention keeps switching (SOL, RH, etc).
I transparently bought on Fomo at $400K and shared it in my Discord so currently up ~5x but I have no plans to sell anytime soon.
Metrics go up. Holders will be rewarded.
to recapitulate, copyfomo:
> is 20 days old
> over $650k TVL
> over $100k revenues
> over 65k users
good morning.
4
1
44
15,291
Hopefully Variational wakes a few people up to the potential of airdrops 🪂
It's the perfect stage of the cycle to be point farming and to potentially land 5-6 figs next year.
Hyperliquid is the prime example of using a product before the bull market truly kicks in and being rewarded handsomely for it.
The only one I'm keeping an eye on right now is @TxFlow_L1.
If I'm going to trade anyway, I may as well do it on a platform that has a points program coming soon.
Here's my shameless, dity ref link:
app.txflow.com/r/TXPOSTY
6
1
32
13,533
People on the timeline are buying the dip, taking profits, shorting, longing and everything in between.
If you do listen to others, put their posts into context.
Are they holding long term, trading short term, etc.
Take info on board but have your own plan and stick to it.
4
42
18,432
I nearly got scammed last night.
An official account affiliated with @X (gold checkmark, the lot) DM'd me saying that my content had been flagged for copyright.
I was prompted to submit a form on a website to appeal it which I didn't, I was going to deal with it today but now the X account has disappeared and the website has been shut down.
The only reason I believed it was real was because it was an official X account like @Support affiliated to @X legitimately.
Near miss for me but please be careful out there. You literally can't trust anything anymore.
6
2
55
21,010
I don't share charts of Robinhood coins much because of the insane volatility.
A chart can look primed but nuke another 50% before it finally gets the logical move up.
Imo much better opportunity to just buy undervalued spot utility plays and hold for multiple months.
Forget price, forget charts, have conviction and hold.
PS - Anyone trading these low caps on leverage is gonna get burned.
3
3
39
17,595
My capital in crypto is split three ways:
- Hodl portfolio
Conviction plays I plan to hold for ~6-18 months based on blue chips, revenue, new meta's, etc.
- Trading stack
A smaller amount but still a decent chunk to be running up the perps account on shorter term plays.
- Casino chips
Memecoins, fomo account, copytrading and all other degenerate activity. This is <5% of my capital.
One thing I never do is sell coins in the hodl portfolio to increase funds in the other sectors. It's a hedge against my own retardedness because I know sitting on my hands is the best play.
The other two scratch the degenerate itch and give me the opportunity to accelerate to the end goal this cycle.
7
1
58
19,735