Crypto Nova Profile picture
Nov 18 β€’ 26 tweets β€’ 8 min read
1) As the markets change, so should your STRATEGY.

Here's my PERSONAL game plan and top picks in today's market and moving forward.

πŸ§΅πŸ‘‡ Image
2) Crypto twitter would make you believe every single altcoin is going to rise from the ashes and raise to unimaginable heights again.

Truth is the number of projects with REAL revenue or a treasury lasting many MANY more years is ridiculously low.

Way lower than anyone thinks.
3) In 2021 I talked to many of my old friends who still held crypto holdings from the earlier bull run (2017).

While I was absolutely enjoying the new bull run and can honestly say this was the biggest run we have ever had so far, many of them didn't share that opinion.
4) "Nova, I don't think we have actually entered a new bull run.

Maybe bitcoin yeah but alt season didn't really start yet.

Many of my coins are not even CLOSE to their old heights. I'm not even break even".

I was pretty speechless and didn't know what to say.
5) There was a common pattern on crypto twitter as well.

It wasn't just my friends, it was all on my feed!

People defending and arguing the REAL run had yet to start.

Meanwhile I saw new tokens launching 100x on release which we had never really seen before in any run.
5) While I explained to most in a friendly level-headed way that it's likely most of the cryptocurrencies never will go back to what they once where I was laughed at back in response.

"This was when bitcoin already hit 60k in the markets btw".
6) While I could name many old cryptocurrencies that did RISE from the ashes.

Truth is in terms of numbers (20-30 vs 5000+) that was less than 1%.

The market favored new altcoins based on NEW narratives in the markets.
7) This actually isn't very hard to believe if you consider cryptocurrency still is a hype driven market based on speculation which coins will ever make it.

This is solely what drives most value of today's cryptocurrencies.
8) Back then we had almost 0% REAL WORLD adoption and so do we today.

While this means we are still early, it also means 2017-2018 market situation will mostly replicate.

We have had major advancements in the DeFi industry but we have yet to implement global crypto adoption.
9) This doesn't mean I don't have my eye on a small selection of altcoins.

This is by no means the ONLY list.

This is a selection based on holding no more than 5 cryptocurrencies and even removing lots of my other favorites I also think are going to succeed.

Lets begin πŸ‘‡
10) $QNT

The BEAST of interopability.

Along the years #Quant has made MAJOR advancements in real world adoption with even working with officials on the next #CBDCs.

The absolute market resilience it shows today is proof of that.

Summary below πŸ‘‡
11) $AZERO

There have been far to MANY layer 1 projects popping up lately.

While most are empty promises I do believe taking a bet on at least one of them with solid fundamentals is a good choice.

Summary below πŸ‘‡
12) $MLT

A media focused platform on content creation for both creator and consumer.

Their added metaverse offering is growing larger by the day and is pretty groundbreaking.

Moreover they are back by a huge giant in the media industry.

Summary belowπŸ‘‡
13) $MNW

Morpheus boasts a solution to bring the supply chain on the blockchain with its automated supply chain middleware platform.

It has shown massive resilience the last few months and is sitting at a pretty low marketcap.

Summary below πŸ‘‡
14) $GNS

Decentralized trading platform offering REAL yield, deployment on Arbitrum and a crazy amount of user volume lately.

The #RealYield narrative and #Arbitrum hype is definitely something I'm looking to play on one of my holdings.

Summary below πŸ‘‡
15) $ETH

It might not have the upside potential it once had but is basically a GUARANTEED roi.

It's arguably one of the only coins in the entire market that's guaranteed to not fail.

Holding 1 large cap in your portfolio is a must and I prefer ethereum above the rest anyday.
16) #stablecoins ( $Busd)

Doesn't look exciting but this is still the most IMPORTANT play in my entire portfolio today for 2 reasons.

β€’ To buy low (which is close).

β€’ To play new opportunities.

The second reason is the more important one based on my previous experience.
17) Remember when I said in the beginning of this thread that every new bull run favored the NEW coins and not the old ones?

The best gainers are yet to be born and I'm looking to HEAVILY play on that which worked extremely well for me before.
18) My stables aren't just for buying dip opportunities.

I need funds for playing the new narratives.

Opportunities like public presales for example which is responsible for 60%+ of my profits the last 6 years.

19) Before you come at me with:

"What about? I thought you said you liked?"

I absolute love and adore many other altcoins in today's market.

Other ones I really believe will succeed and would even WANT to hold.

Then why don't I hold them?
20) A choice I make on purpose to only hold:

β€’ Stablecoins

β€’ 1 large cap

β€’ 5 altcoins with a mix of every narrative and low / high risk.

If I like 20 projects I force myself to narrow these down to 5.

I'm really no fan of holding more in a BEAR market.
21) Is this it? It isn't.

I also consider myself a true crypto degen and have a small "play" fund which I trade with.

Make some short term plays on #Arbitrum projects for example (current narrative).
22) Because this changes so often it wouldn't make any sense listing any of those here.

I might have sold or exit a position when you start reading this thread.

Bear markets also don't favor high risk plays so I remember myself to always make this a "small fund" play.
23) Still reading? You made it πŸ™ˆ

I always tell myself to keep my threads short but the true "teacher" in me can't cope with leaving out an explanation behind every reasoning.

I used to be a full time teacher in physics and computing.
24) Sorry for making some things longer than I should have but I hope you still got something out of it.

These threads really take me multiple hours to write but It's what I love to do.

Hope you took notes πŸ€—

Nova out ❀️
25) If you want to keep up to date to most of my content give me a follow @CryptoGirlNova.

Would love the support if you could like and retweet the first tweet. Thank you πŸ™β€οΈ

First tweet πŸ‘‡

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More from @CryptoGirlNova

Nov 15
1) 🚨 ARBITRUM NETWORK AIRDROP 🚨

Missed that 1000$ + Aptos airdrop? The closest thing to a FREE lunch in crypto are airdrops.

A complete step-by-step guide to receive this upcoming token in LESS than 5 tweets.

πŸ§΅πŸ‘‡

#Arbitrum #Arbi #Airdrop #Airdrops Image
2) ARBITRUM BRIDGING

β€’ Visit bridge.arbitrum.io

β€’ Connect your Ethereum wallet

β€’ Enter the amount you want to transfer

β€’ Approve transaction

>> Any amount will do to register your wallet and be eligible. Although usually the higher the better. ImageImage
3) INTERACT WITH ARBITRUM DAPPS

β€’ Visit gmx.io

β€’ Click the launch exchange button

β€’ Connect wallet

β€’ Open a trade

>> ANY interaction on any #Arbitrum dApp will do. $GMX was just an example. ImageImage
Read 7 tweets
Nov 10
1) The LAST 72 hours have left the market in a state of PANIC and disbelief.

β€’ Bitcoin at its lowest level
β€’ FTX going bankrupt
β€’ Individuals losing life savings
β€’ Interest rates still rising

A thread on the current market situation and future expectations.

πŸ§΅πŸ‘‡ Image
2) The last 3 days have been pretty wild hasn't it.

Even individuals that can be called "veteran" status are left in disbelief.

I'm not going to "sugercoat" things like others are doing.

The market has been hurt by this. It will take LONGER to recover from this.
3) If there was any point the market was going to recover and be primed for a strong reversal in the beginning of 2023 (example) it will likely be postponed with another few month (or longer).

If past events didn't break trust to some parties. Now it did.
Read 23 tweets
Nov 9
1) In today's market it's increasingly difficult to select high quality cryptocurrencies.

Most fade away and as such we need to search for the best fundamentals.

A thread on $TAO and why you should take a look at this cryptocurrency.

Read on πŸ§΅πŸ‘‡

@bittensor_ #Bittensor #Tao
2) The centralized AI industry is highly ineffective.

Google alone spends 75% of their electrical cost only for machine learning today.

The usage of an advanced machine learning model costs more than 10 Million dollars per hour.
3) AI research in general hasn't progressed like we thought it would.

New models basically always need to relearn what previous models already learned.

These are problems we would like to see solved.
Read 18 tweets
Nov 9
1) The infamous "crypto bear TRAP".

β€’ What is it?
β€’ How to identify?
β€’ How to avoid?
β€’ What to do after being trapped?

Read onπŸ§΅πŸ‘‡
2) WHAT IS IT?

When the market experiences a significant downtrend traders might be eager to look for purchases thinking prices are about to rebound.

Quite often they end up buying to soon however followed by a continuation in falling prices leading to very significant losses.
3) HOW TO IDENTIFY?

REAL market reversals almost always take multiple weeks or months to be formed.

If you see the price of an asset decline for a long period and see prices rebound this is almost ALWAYS a bear trap.
Read 14 tweets
Oct 27
1) There's been a new crypto narrative called "REAL YIELD" in the markets lately.

What is "real yield" actually and how do you benefit from it?

πŸ§΅πŸ‘‡ Image
2) Since the early introduction of DeFi we've seen "yield farming" become incredibly popular.

Numerous projects started offering insane yields (interest) to attract buyers and create demand.

Who doesn't want 1000%+ interest after all!?
3) Little did people know this was unsustainable and quite often unprofitable...

This early "yield farming" model is flawed because it is based on excessive emissions of the protocols’ native tokens rather than sharing organic protocol profits. ImageImage
Read 18 tweets
Oct 26
1) In today's market it's increasingly difficult to select high quality cryptocurrencies.

Most fade away and as such we need to search for the best fundamentals.

A thread on $GOC and why you should take a look at this cryptocurrency.

Read on πŸ§΅πŸ‘‡

@GoCrypto_ #Gocrypto #Goc
2) Today's world is led by powerful financial institutions that pretty much reign over all every possible payment system.

These players have been dominating the world of payments forever and have successfully brought their services into households around the world.
3) These "giants" leave little room for competition which means all their clients end up agreeing to their terms of doing business simply because an alternative doesn’t exist.

Untill the introduction of cryptocurrencies that is or will ever be.
Read 19 tweets

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