Time for the $SUI research thread, as promised.

This is another new cycle coin that has now joined the likes of my conviction bags like $TAO $TIA and $SEI.

@SuiNetwork is an L1 based on MOVE, similar to the 3x bigger $APT, and is a no brainer bag to add.

Here's why.

1/🧵

https://twitter.com/sell9000/status/1731533899384185177

Like $TIA & $SEI, $SUI was quickly added to tier 1 CEX's such as CB & Binance. Makes sense; just look at all the heavy hitter VCs backing it.

Notice an interesting one? Why, good ol' market making @jump_ of course -- JUST like $SEI and $TIA.

We're off to a great start.

2/🧵

Let's talk about @mavprotocol as we come out of a retest on the chart and still sitting near my original entry. As promised, here is my $MAV DD thread.

I initially added some cuz it's a new cycle coin with big backers. While prepping this thread, I added MORE.

Here's why.

1/🧵

https://twitter.com/sell9000/status/1727537391651467729

$MAV token launched end of June 2023 with quick listing on @Binance. Makes sense, especially with all the other heavy hitters backing the project, including @coinbase, @circle, and @jump_

Sound familiar? Well this is the same winning VC network combo as $SEI

2/🧵

So as I continue my $SEI due diligence, I discovered something ASTONISHING that added to my bullishness.

One concern is whether it's going to be vaporware and if they will truly deliver. And they absolutely will.

Here's why.

1/🧵 First part of my DD to check out probability of deliverability was inspecting the team. Obviously I know the co-founder is ex-Robinhood. The rest are very good for networking as well. But who is actually in the trenches coding the crypto stuff? So I keep checking...

2/🧵

The coin I've been adding over the past several days is $SEI, which I briefly mentioned before.

I'm very bullish on this specialty L1 (Cosmos SDK, Rust coded, future EVM compatible) and I think it could go on a big run if the market keeps rallying like this. Here's why.

1/🧵

https://twitter.com/sell9000/status/1726381668804554815

$SEI just launched in Aug 2023 & was quickly listed on Tier 1 CEXs including @coinbase.

This piqued my curiosity, as CB doesn't tend to list new coins quickly unless expecting major hype, and of course being a seed investor helps.

In fact, they have several big players.

2/🧵

Thread on macro market thesis. 1/8

Despite fed hiking rates, I'm still convinced the market is going to have a final meltup (shoutout @DaveHcontrarian).

While the 2Y/10Y treasury curve inversion precedes recession each time, there's usually some time left, ~0.5 to 1.5 years. During this precursor period, we often see market rallies. For example, in the 2008-09 recession (which started in Jan '08), yield curve inverted in Aug '06 (A) after a dramatic correction, then proceeded to rally an extended run up before finally entering recession (B).

2/8

Q4 macro outlook & alpha on becoming a sophisticated investor, a thread 1/14

Inflation will cause all assets to appreciate but the only time the mkt will correct is from Fed policy (raising interest rates), not inflation itself. This is why it's important to review FOMC reports. 2/14

Every 2 months, the Fed gets together for FOMC (Federal Open Market Committee) at federalreserve.gov/monetarypolicy…. You should read these reports ASAP for yourself before media repackages bias into it. On this page, you'll also have access to economic projections every quarter.

Redpill thread again. 1/5

People were asking more about tax reduction methods. Here's an example of how rich guys do it (not financial advice):

1. Take out whole life insurance policy
2. Borrow low interest loan against the value of the policy for liquid cash, tax-free 2/5

3. Use liquid cash to make diversified equities, crypto, bond investments
4. Start a business
5. Buy property on low interest mortgage
6. Make rental income to cover mortgage payments
7. Borrow against property equity & acquire new property
8. Sell property if overleveraged

Crypto macro bull, a thread 1/16

I've been through the cycles since '13; time & time again we've been brutally shaken out during bullruns on what seemed to be end-all doomsday news. Yet what seemed to be an experimental fad has evolved into what is now a mainstream powerhouse. Enormous amounts of money continue to pile in. As long as trading, investing, and interest continues, there will be products, services, and fees to earn revenue from for participants -- which makes the $2T market incredibly valuable.

2/16

Market psychology basics 1/3

Resistance is the max point at which greed becomes fear. As price moves towards resistance, sellers are more likely to sell & buyers less likely to buy. This historical block is also a prior group of short entries & thus often their stop loss point. 2/3 When price pulls back towards historical support, buyers are more likely to buy a perceived bargain & sellers are less likely to sell. When bullish sentiment is strong, buyers will frontrun prior strong support on weaker support to get an entry in, creating a higher low.

1/ Important macro outlook thread on #Bitcoin 2020 in retrospect, & going forward in 2021 and beyond.

The biggest xfer of $BTC into few institutional hands occurred in 2020, a time of economic uncertainty, mostly in the March dump & at expected $20k sell wall by whales. 2/ It seems as if the orchestrated takedown of Bitmex, the primary volume leader + market manipulator, finally catalyzed the institutional confidence to push past the prior $BTC ATH of 20k from 2017.