experimenting with video content again but for DeFi I used to make tiktoks so I have capcut and Inshot experience honestly still my favourite apps for simple editing Dropping the video soon 👀

My solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump position is down -29.8% this week 😭 Many people saying that he's a scammer and abandoned his project (which has truth) but when price is green, he is the best when price bad = he's a scammer What do you think about $ANSEM? Will we have a genny reversal in 2027? (newsletter powered by @jupiter_manage)

Wait am I actually tripping? I just logged into @ethos_network to restart my streak and with a current season karma of only 105, I am already ranked #232 of the 1,000 winners 15k base:0xeeee77bc7e82c0d4166d52f58239d4c5bf41eeee will be distributed and there are still 89 days left Guess this is something completely off the radar

Some thoughts I had regarding the recent market moves (June-Oct) Markets are forward-looking Price reflects expectations of future growth, demand and risk not just current fundamentals A network can grow while its token underperforms Here's what I'm watching when analysing a potential pump or dump: 1. Macro & geopolitics Wars and supply shocks can push energy prices higher, adding inflationary pressure reducing chance for rate cuts Tighter financial conditions can reduce demand for risk assets regardless of how strong crypto fundamentals look 2. Network growth & token value accrual More users and protocol activity don't automatically translate into token pamp more importantly: how does that activity create demand for the token or reduce its supply? Solana Ecosystem can grow, but how much do token holders benefit off that activity? but at the same time, something like HYPE having 97% buyback also doesn't guarantee token pamp Value acrrual matters, but it's just one piece of the puzzle 3. Social sentiment & capital rotation Sentiment helps us understand where we are in a narrative cycle Early interest can precede wider adoption Insane bullposting can signal crowded expectations Doomposting can indicate capitulation or deteriorating fundamentals Example: The $ANSEM cycle ANSEM launching revived the memecoin trenches As newer launches ($PONS, $STONK) attracted attention, capital rotated between plays Eventually, narratives weakened and previously strong tokens began retracing My hypothesis: narrative exhaustion and profit-taking, compounded by trash macro, contributed to the dumping in ANSEM and SOL (and also the fact Ansem stopped talking about it) 4. Derivatives positioning OI, funding and liquidations help reveal leverage and trader positioning but derivatives alone don't tell us whether long-term fundamentals have changed Ultimately, no single metric predicts the next move My framework for the next cycle: > Macro & geopolitics > Network growth & token value accrual > Social sentiment & capital flows > Derivatives positioning > Valuation and expectations already priced in Tbh, I think I'm finally starting to be able to observe these patterns after being caught up with the market the whole year Hope to nail some good profits on the next mini cycles

In 2025, I would get so stressed over the market dumping because I was just so overexposed to so many different kinds of risk assets I was dabbling heavily in covered-call stocks, MSTR and Base alts No index funds No BTC No Majors Low Savings Lost around $10,000 that year and at one point I actually broke down This year, I told myself to manage risks better, and as of this month, my allocations are: > Savings and Stable/Yield: 45% > Index Funds: 29% > BTC: 14% > Trading: 9.5% > Others: 2.5% Yes it still sucks to see market go down and my trading port lose a lot but I can weather the storm better now because I know I'm not going to 0 As @ProofOfTravis once told me, "in this industry, making money isn’t as hard as people think, it’s sitting on your hands and avoiding distractions that is the hardest part." So I size into few conviction bets with whatever I can afford to and wait while the boring DeFi yield and index funds grows the rest of my stack

Tradfi institutions only need these 3 things at scale to onboard to DeFi: 1. Privacy 2. Verifiability 3. Security They have billions under their management and the transparent nature of blockchains sets them up to be targets for bad actors through hacks or revealing of their business strategies I tried @primus_labs private transfers where I shielded USDT and made transferred to my other EVM wallet Searched it up on BSC scan and saw that I couldn't see how much was transferred At scale, such privacy is the top priority for institutions because nobody wants people snoopin around in your finances Give it a try here: dapp.primuslabs.xyz/portfoli… Complete tasks here too for their potential future rewards: s.kaito.ai/sRv3Ebh

One of the best creator highlights I've seen from @creator_wire Beyond this replay, their insights tab really tell you a lot more than other creator platforms do Pretty bad impressions I've had last few months tbh cuz I feel like I've been running of ideas of what to post Or maybe it's just the market conditions

bottom signal for the trenches? the last time $TRUMP, $MELANIA, $LIBRA rugged the entire world, trenches stayed dry for a really long time It seems to always be like this towards the end of a memecoin cycle 1 catalyst starts the engine 1-2 metas run the mania for 1-2 months activity drops and rugs start happening left right center In this case it was > $ANSEM reviving the trenches (catalyst) > RH + Stonkfun era (mania) > $KIMCHI and alon rugging BIG Always take your profits, and dump it all into stablecoin yields after the cycle that's a lesson for everyone and me included How would you guys play this?

Tried out the replay function from @LPPoolParty and it's honestly sick This was my SOL-side BA position on $KIMCHI and I thought it would dump faster but it didn't So I exited on a small win which is great cuz now the chart is pretty bad and I'm not sure if it will have a pump I earned a total of +$19.27 over 9 positions Either way very nice replay UI

you know the market is bad when all you've been seeing in your replies these days are scam accounts Everyone's been waiting for something good to happen and are becoming impatient

Hold or Sell after TGE? This Total Transparency Framework request to the SEC from @Blockworks helps all of us Having a one-stop public record for disclosures of > KOL marketing > Market Maker deals > Exchange deals definitely improves the overall safety for onchain investors and will definitely take trust in this space to new heights where TradFi will start feeling more comfortable in onboarding Love the angle that Yano and the team are taking to forward the whole crypto space