growth @perpltrade • bald since 2019 • TG: t.me/lockedingvancalls
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thoughts on the market and how I'll be trading
Thesis: bounce at $80-83k into $93-95k+. Then we get the first deeper correction of the bullrun.
>btc ranged between $76-80k for a month
>range refused to break down on back-to-back bad news
> It's been less than a week since we concluded that range, nothing happened to suggest we need to revisit that range now
> However, very high open interest and late longs need to be punished. A simple flush into retest of the top of the range ($80-81k) would do the trick
> Most people will be scared to buy looking at the 10y bonds and inflation numbers, which will help boost momentum later into the 90s (or higher)
> That move will 100% confirm the bull run
> At that point, a deeper correction from higher would make perfect sense, wouldn't break bull structure, and would be max pain for the late longs (95 -> 70)
> This plan lines up nicely with midterms, and the Fed doing things to fix the economy
> TradFi gets into a bear market(1-2months) and crypto follows
> After that, the sky is clear for the bull run main event
Bottom line:
This is a bull run.
I think we go higher before we go lower.
But even if not, we still go higher eventually.
Do not, under any circumstances, get killed right before the bull run.
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meanwhile on @LaunchOnSF
another $1m+ revenue day
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gvan retweeted
Introducing: Flip Position
Reverse your position instantly without manually closing the trade
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the biggest @LaunchOnSF fud point has been fixed
And with that, the great $STONK bear market of 22/09/2026-22/09/2026 has finally come to an end
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$UNI new ATH is programmed
$UNI thesis
> This is the Return of the EVM cycle (Robinhood, Monad, Ethereum, Base, HyperEVM, etc)
> Uniswap changing mechanics to drive value back to the token is still slept on
> Uniswap has grown a lot last cycle but is still 90% below ATH
> onchain supercycle based on great onchain UX(fomo, pumpfun, etc)
Uniswap sits in the middle of everything
moon that
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clean 20x, plan is to ride solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx to billions
>its early days of a new bullrun
>@LaunchOnSF is Solana's killer app of the cycle
>fully unlocked token with no vc overhang
>same revenue as @Pumpfun at 1/10th the valuation
>strong buybacks
>multiple runners
>fresh narrative
ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 $157m
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx $20m
Solana will try to compete with Robinhood for RWAs/stocks, and @LaunchOnSF is the obvious project to support.
Think this is a great beta play to pons
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