[ conviction ] - "knowledge is power"

Conviction is a powerful tool when it comes to investing.

Conviction is what makes you buy early.

Conviction is what helps you make considerable gains over longer periods of time.

Conviction is what allows you to have the confidence to walk away from the computer and focus on other areas of life whilst your investment grows.

Conviction isnt easily developed though, theres proof of this everywhere, but why ?

>why do people find + buy good projects early with small capital ?

>why do people sell good projects after 2x and it goes on to 10 or 50x ?

>why do people invest and then stare at their investments chart 24 hours a day, neglecting health + life ?

the answer is simple.

Lack of Knowledge.
Lack of Strategy
Lack of Understanding
Lack of Experience

I want to discuss.

>how to build + develop conviction
>the feeling of conviction
>signs that may prove you were wrong
>when to let go of a high conviction play
>strategies + personal experiences
>examples of high conviction plays + why [ building conviction ]
>this is a word that gets thrown around a lot
>i think CX is very desensitised to what it actually means

>conviction in your investments is one of the strongest tools you can develop psychologically and strategically when it comes to investing.

>infact conviction + faith are two of the most important things when it comes to life itself.

>ive said it many times before. A lot of the success i have had in my personal life have come from extremely high levels of conviction, faith + visualisation

>this is why its extremely important to be in control of your mind set + your environment

>all these things tie in together to build high levels of conviction

>then you begin to live in higher levels of personal power + control

internal conviction <> external conviction

>conviction when it comes to investing + business comes from education.

>education + knowledge.

>it doesnt come from anything else.

>do you understand that ?

>conviction only comes from education + knowledge

>this is understanding.

>one extremely important concept to realise is this.

>your conviction + another mans conviction will never be equal

>you MUST develop your OWN conviction

>this is because of our own situations and personal environments
>none are the same
>this is the reason why my conviction and your conviction will always be different
>we all have different levels of risk
>different goals
>different environments

>so how do we build conviction then.

>research, read, learn.

>lets pretend its the bear market.

>you find a project you think you like.

these are the next steps.

1. Research the Team
-to me team is the most important, ive thought about this a lot. whats the most important, is it tokenomics ?, is it the idea, the narrative ? imo its TEAM, the team is responsible for executing the idea, nothing is more important than this. Have you ever seen a project with a shit team become extremely successful ? no.

>team must have good experience, even if its web2
>educational background is very important too
>strong advisors etc.

>if you can back the team, it goes a long way to building trust with investing

2. Study the Narrative, The Idea
-researching the project is one thing, but understanding the narrative and real world demands is another.

-for example, Artificial Intelligence, we can see the direction things are going

-its in your best interest to learn about the solutions, problems, demands of a particular narrative

-read articles outside of crypto, find content creators who share research specifically to that narrative

-the more you start to learn about a narrative the easier it is to see the potential of the investment

-the key idea here is to understand the narrative outside of crypto.

-then see how crypto can be applied to solving real world issues

-in reality anything that solves a problem tend to make for the best investments.

External sources like Substack, Medium etc can be great sources to read and learn alternative concepts + ideas about particular subjects as these creators are generally pushing the boundaries + the quality is a lot higher

>a lot of people still overlook prominent cryptocurrency news sites too like coindesk + cointelegraph, messari etc they actually have some great articles and generally cover the market really well

>some more independent ones to check out revelointel, blocmates etc

>remember its all about developing a broader understand of cryptocurrency + life in general

>the reality for me when i first started researching crypto, is that as an 26 year old i realised pretty quickly i knew absolutely fuck all about economics, finance, logistics + just the world in general

>so how can i have an understanding of my investments ? the problems they solve ?

>the more i started to learn, the more i started to see the purpose and use-case for blockchain

>the more learned the better i became at investing

>the stronger my conviction became in my investments

3. Socials. Socials. Socials.
>arguably one of, if not the most important.

>its sad but true.

>if a project has no social traction, theres a good chance it will never take off

>unfortunately at the current stage of the market 1% socially controls the direction of 99% of the market

>i wish this wasnt the case, but its just the way it is, hence why KOL's have managed to make themselves so important.

>socials is one of the greatest metrics to measure conviction.

>the double edge sword is this.

>unfortunately, being early sometimes means no one is talking about it - so it can be difficult to use this as a indicator

>a good example of this for me was alephium at 6m marketcap, i remember reading about it and thinking, fuck me, this is incredible... start searching for ticker on X nothing around, nothing mentioned by any bigger accounts etc. so this was a situation where i had to buy and hold through a longer duration of time with a bit more uncertainty when it came to the social side

>this is where you have to work for your bags as well

>research, share your research, educate others, help grow this socials for your investments, this is incredibly important

Work For Your Bags.

>you wont have a problem doing it either, thats if it is truly a good project ;)

>lots of positives that can come from this too

Researching + Sharing Research or Creating Content
>forces you to learn more
>forces you to cross-check your research before sharing
>allows you to connect with other community members etc

>if you are a small account and you a thinking

"why the fuck would anyone listen to me"

>trust me its worth it, ive seen small guys create great pieces on good projects and they get shared, good work + effort is always recognised by the bigger accounts + right people

>dont underestimate the networking either.

which brings me to my next point.

4. Joining The Community + Help to Grow it.
>people dont realise it but they actually have the power themselves to pioneer the conviction of a project socially

>ive seen individuals in the past lead exchange listings, help teams fix their socials, help corrrect data on gecko or dexscreener or even help with their websites etc

>dont underestimate the power of taking matters into your own hands + helping a team grow socially

>discord, telegram, X etc

>As much as i talk about building your own conviction, spreading knowledge + education to help others with their conviction is just as important.

>theres lots of great onchain social trackers now like alpahascan, lunarcrush, databot etc that can help track social growth + key mentions etc

>utilise them to your advantage

[ updates ] - Public Diary

>Mental Health in the Bull
>Strategies
>Taking Profit
>Narratives

i want to talk about some market conditions + some brutally honest personal experiences

>the reason why i do this public diary segment is because i think it helps a lot with the psychological side of investing + cryptocurrency

>the balance between life, health + wealth

>i like to talk about the shit that no one else discusses

>emotions, not wanting to fail, uncertain of your strategy etc

>i have no problem making these situations public, if one person feels better my job is done.

>long one, dont bother if you dont have autism [ Bull Run Mental Health ]

>We are at that point of the cycle where confusion can become deeply rooted in your mind

>Both Bulls + Bears are loud

>Theres a Massive Tug of War Psychologically

>depending on:
- where you entered the market
- your experience
- your personal environment
- your financial situation
- Whether you have a family
- Personal Illness/Disease etc

All of this compiled with Intense Investing at This time of the market can heavily affect your mental health, i know it can, it affected me to a certain degree and i was trading extremely well.

Why ?

Well ill give you some insights as to how my personal life, decisions etc was affecting my trading + investing decisions

Ill also discuss how MY personal strategy and outlook on the markets was forged due to my internal and external worlds

>this is purely my insights and should not be overlayed on your own situation - it should only be viewed as educational ( and hopefully inspirational )

>When i was in my late teens my dad always used to teach me about something he would call 'ramification thinking'

ram·i·fi·ca·tion
noun
a consequence of an action or event, especially when complex or unwelcome."any change is bound to have legal ramifications"

>he would never stop me from doing what i wanted to do, but he would always say, just think of the long term consequences of your decisions and how they might affect your life

( and trust me i made a lot of terrible mistakes financially growing up - and every time i reflected i always remembered his lesson - it took many years + many mistakes for it to finally sink in )

>this has always been my approach to investing

>ive always done everything i can to keep any sort of external factors that could affect my investing to an absolute minimum

>investing...
>its a hedge

>a hedge with myself, that i will develop the skills, tools + education to achieve my financial freedom
>a hedge that the outcome financially, spiritually will
be the outcome that i truly desire within
>as well as being disease + inflammation free
>as well as being healthy + happy.

>this is my vision
>this is the vision that i believe i can have through investing

>a hedge to buy myself time and freedom

>for example a big external factor would be children or pets

>dont get me wrong, im in my mid 30's - i would absolutely love to have both of these things

>but with my plans and strategy - now is not the time.

>most people will have children without considering if the time is right - zero ramification thinking

>then later, when times get tough, or when crucial decisions need to be made, they will blame their children, they will blame anything + everyone around them without realising it was their own decisions that got them in that situation in the first place

this isnt a dig at people who became parents

>Ive already said it before, the parents that grind here have my upmost respect. It would be the ultimate balancing act, investing <> family <> work

>this is what brings me to my situation.

>being in a bull market
>deciding to move countries
>deciding to travel
>deciding to purchase a business overseas + fully rebuild it

im not going to lie

>its been fucking chaos

Add crypto on top of all that and you have a massive mental shit storm

and i dont even have children or pets.

>after 7 years, i finally made a decision without doing much ramification thinking at all

>i made decisions that completely distracted myself in the heat of the bull

>i made decisions that may end up costing me 100's of thousands of dollars in the long run

Theres so many things i could talk about in regards to this situation

>my thoughts initially were...

"well i bought the bottom of btc, i worked my ass off during the bear, i bought low - im ready to sell high"

>then i would think to myself

"what if this money im spending on moving, buying commercial property 10x's in 10 months ?"

>i was constantly torn

follow some of my dreams ?
be more patient ?
back myself as a great investor + make it all back ?
is the timing right ?

>thats a big one, timing.

timing is everything

Since last december when this ball started rolling, yeah it has heavily affected my trading

>ive been taking less risk, because im constantly considering the IRL decisions ive made

>every decision ive considered making
>that i would usually make..
>has gone on to be extremely profitable

If you are making the same hedge as me with investing in crypto

Then Ultimately my advice is to not distract yourself in these times

Dont make any decisions that will affect your judgement even if its at the displeasure of others around you

Even if you have to put some dreams and goals on hold.

These opportunities dont come around very often

And whilst i think you should be active i dont think you should be over active.

( being distracted has saved me from some rugs and also dodged some failed hypothetical trades i had schemed )

>a mans success is measured by his sacrifice

its true

>but its also true for your health

>to keep ourselves optimised during the bull mentally
>the body needs to be healthy
>it needs to be rested

There was a point where i was trying to juggle IRL + Crypto Bull and all my health took its toll

- i stopped exercising
- i was forgetting to take my supplements to pick up the slack ( magnesium etc )
- i was sleeping fuck all
- i was grinding but i wasnt being efficient

Ive had other friends reach out to me in the space who went through the same thing

>burnt out
>exhausted
>over trading
>glued to socials, distracted from life

These are the things that helped me get back on track.

>I re-wrote my Goals
-it helped me focus
-kept me reassured that i was on the right path
-limited distraction
-gave me more motivation + confidence

>scheduled my Day down to the minute
-i know this can sound very regimented but i look at it as efficiency
-45mins to exercise
-8 hours sleep
-4 hours crypto
-4 hours IRL business etc
-tried to get in 30m+ of grounding and morning sunlight every day

-crypto can also become a social media vortex very fast as well, scheduling and being organised can limit any down time where you begin doing aimless scrolling that does 0 for your progress

>Exercise + Supplementation / Meditation
-I stopped exercising as much as i did for a moment back there and shit seriously started to fall apart

-it doesnt matter what you do, it can be any sport, any physical activity, even just going for a 45m walk can do absolute wonders

-if you have always been someone who struggles with exercise my advice is to just start walking

-put the headphones in and just start

-ill usually do most of my best thinking here + meditation

I call it the learn + burn

>morning walk
>headphones on
>educational content
>nature, sunlight, execise
>meditation, thinking... etc

cant beat it, 30m a day

-theres no real external influences on your decisions and everything becomes a lot more pure with your thought process

-its often the things that help us the most that we drop first when we get busy... typical

>i began focusing on supplementation that i know works for me, it helped a lot

( i have refined this process a lot over the years and simplified it down to being super cost effective for max returns )

-magnesium ( universal health benefits )
-bone broth / kefir ( gut health )
-electrolytes ( high salt )
+ i have been supplementing TRT for roughly 4-5months now which has been absolutely incredible for me mentally and physically too ( they demonise it for a reason )

Stay on top of the Mental + Physical health

It will also save you from making some horrible decisions when the bull really heats up.

>i dont know who needs to read this but...

[ THE BULL RUN ]

>a thread

>🪦 >fomo
>confusion
>doubt
>lack of concentration
>inefficiency
>irrational decisions
>anxiety

these are some of the things you are probably going through right now

>you are in telegrams, you are seeing guys saying they hit 20x....50x

>you go on X everyones supposedly in huge profit...

>you start wondering if you made the right decisions about your bags

>you spend half the day just looking at everyones gains and you have made ZERO progress on yourself

>you are too distracted

>you said you would have a bull run strategy

>but now you are in it, its all fallen apart

stop.

-- This is what you need to do --
( will break down each section )

1. Get Organised.
- Streamline your information and time
- Write your Goals down to stay focused
- Fix your Foundations

2. Spend a Day optimising your Socials.
- Streamline your Alpha on X + Telegram to block out the noise, it only makes your bull run worse
- You want constant Alpha, not muppets filling your head with shit
> the more we pump the more flooded your timeline will be of clueless muppets, distracting you, confusing you

3. Spend a Day on Foundations.
- Sign up to every exchange to mankind
- Sign up to every fiat OFFRAMP you can think of
- Clean up all your wallets
- Get everything organised so you can think straight

[ INSIGHTS ] - Volume 0

>Artificial Intelligence
>Graphics Processing Units
>Cloud Compute/Storage

"One of the Holy Trinities of this Cycle"

new long form segment from me, I see a lot of tickers getting shilled on certain narratives, but no one ever takes the time to actually explain why, how, what ?

>this is a huge problem if you are blindly investing

>less understanding
= less conviction
>less conviction
= stress, paper handing profit, inability to spot future trends + other advancements in the space etc.

Insights will take a deeper look into IRL statistics, IRL events that can affect crypto + a more simple explanation regarding narratives

>after explaining i will share some projects that are worth researching + potentially investing

These will be quite long so be sure to book mark and come back whenever you have time to learn/research

>i highly recommend you take the time to read this research as it can be extremely beneficial to your investing experience

>i am not an expert, the reason i share my research is because it forces me to learn more, i just share my thoughts and findings, if theres something i missed or you have something you can contribute please leave it in the comments so we can learn together collectively

if i ever repeat myself multiple times its because im brainwashing you ( in a good way ) with important information, so it sinks in** [ Artificial Intelligence + GPUs + Cloud ] - DePIN
please refer to flow chart infographic at any time if you are struggling to visualise process*

>The Supply, the demand, The problem, the solution

+some of the best Decentralised GPU, Cloud Storage + Artificial Intelligent Projects

>we hear people talk about it a lot, NVIDIA, RENDER, GPUs, Cloud this, Cloud that, ARTIFICIAL INTELLIGENCE....

>and people are investing but they don’t actually fully understand it

>this creates a few problems

>You don’t understand the Narrative, the problem or the solution

>so you cant make sound investments

>You don’t understand what you invested in so you have zero conviction in where you put your hard earned money, resulting in you having doubts, stress + missing profits

>Your limited knowledge creates barriers to understanding the overall bigger picture causing you to miss early novel tech investments

☁️Decentralised CLOUD / COMP

🤖Decentralised AI

💾Decentralised GPU

>this makes for the holy trinity of computing for this cycles unique situation

[ AI ] - simplified.

>AI, especially Deep Learning, requires intensive computational power to process and analyse large amounts of data quickly, some examples are:

-training AI models
-recognising patterns
-making predictions
-generating responses

>on a more complex level, i want you to consider the use case for AI in regards to processing real-time data
this can include:

-Autonomous Vehicles
-Real Time Language Translation
-Traffic Management
-Security + Surveillance
-Supply Chain
-Smart Grids + Energy etc

[ AI + GPUs + other Hardware ]

>GPU's play a crucial role in powering AI especially in regards to training and inference ( making predictions and decisions ) but they arent the only hardware required for AI

>GPU's - Graphics Processing Unit
-Parallel Processing, graphics rendering etc
-good for deep learning, shortening the time required to train AI models

>CPU's - Central Processing Unit
-Better for computations, can be used for non complex AI tasks

>TPUS's - Tensor Processing Unit
-Developed specifically for deep learning tasks, designed to accelerate learning and inference phases of neural networks
-Designed for high volume, low precision

>FPGA's - Field programmable Gate Arrays
-Reconfigurable hardware that can be programmed to optimize specific computational tasks

[ perspective ]

>as the bull run heats up
>its time to stay calm
>timeline on X getting worse by the day

>you didnt fade me did you bro ?
>ATH hit again ? DID YOU FADE ? i been telling you

>this is just fomo, mostly everything is up 20% - 30%
>nows the time to take a breath
>communicate with your inner circle
>look for undervalued projects/narratives that havent pumped yet
>there are MANY
>not buying 30% candles, wait for retraces
>if you have small capital you may have to take small risk, those with big capital will be able to enter mid caps with size and end it

>i think a lot of projects will be sitting on a lot of alpha, that they were probably waiting to release in a healthier market - dont be surprised if certain projects start dropping huge fundamental bombs, especially some of the older projects that have been building for some time

>everything starts to become more active
-vc, projects, markets, normies

>its an very emotional time

>this is where emotional intelligence comes in

>remember to consider your own situation at all times during the bull market

>a strategy that works for one person might not be what works for you

always take into consideration things like:

time
can you sit at the computer for 14 hours a day ? or do you have a fulltime job ?, kids ?, other responsibilities ?

capital
do you have savings you can afford to invest ? do you have a low paying job IRL ? compared to someone who is earning a high annual income ? should someone who is earning 180k a year be advising someone who is making 40-60k a year ? i know which person has less risk in this situation...

IRL overheads
do you have outgoings like rent, bad debt, car debt, bills etc ? all this needs to be considered and managed

family
it goes without saying someone who has a family has more risk than someone who is 30 years old with a good job, no debt, no overheads and a good paying job

experience
arguably the big one, this is a macro game, be prepared to take on the entire ecosystem, plan to be here for a long time not a short time
those with experience will win the PVP over the noobs, everyone has to do their apprenticeship

>if you have no time because you have a family, job and tight overheads then do you really think you should be PVPing in degen discords and telegrams against guys who have been doing this for 6 years ?

perspective + ramification thinking is a powerful tool for the bull

>on the flip side, someone might advise someone else to not buy low cap beta play shit coins because its risky

>its easy for them to say cause they been in solid fundamental spot buys since 15k btc, they dont need to do anything

>if you were late to the party - you are in grind mode
= more risk, more energy and effort

>you need to work out where you entered the game and what your strategy is, because we are certainly entering interesting times

current sentiment = up only = max pain

in hindsight the signals were there

>jim cramer says bitcoins fucked, cant recover
>capo exited all markets
>goblin vampire rothschild is retired

= send everything up

>the ATH before halving becomes interesting now as we tap 55k

>stay calm, look for IRL events that may affect the market

>study collective emotion

>pay attention to the activity of IRL friends + family

another interesting thing a lot of my mentors have always said, including myself

>never try to catch the absolute top, never try to catch the absolute bottom

if we were to actually observe this from a psychological level it would look like this
>i havent moved the two boxes for months on the total, im obviously happy to be wrong but i had these boxes set up from when btc was around 32k, anything can become invalidated or targets raised etc at any time**

>say you bought at the yellow line
>and you are looking for an area to take profit
>for me i set the box area as my area to not catch the absolute top
>so psychologically if my target was hit from the yellow line
>i would happily take some profit within this orange box

> before you start bragging, a reminder - you haven't made jack shit til you take profit

>now in this moment you will continue to watch the market

>it will go another 10% another 20% and maybe poke its head over the pink line where most would consider to be heavy resistance

>you will feel ultimate fomo and regret for taking profit
>i could of made this i could of made that
>i think this is the trap for people who aren't great traders/investors
>macro wise we know nothing just goes up forever
>if you are patient it will all work out better in the long run

>this obviously isn't FA, just some insights into some mistakes i have made emotionally previously in the past

>we are just getting started and have waited a long time for this, but its so important to stick to plans, strategies and good networks, id be watching the weekly and paying attention to the best HTF traders on X

>most alt charts look primed and total3 is looking good too

btw for those who don't know and see TOTAL 1, TOTAL 2 etc getting thrown around

TOTAL - shows the total market capitalization of the top 125 cryptocurrencies - basically all the high cap projects

TOTAL2 - shows the total market capitalization of the top-125 cryptocurrencies, excluding BTC.

TOTAL3 - shows the total market capitalization of the top-125 cryptocurrencies, excluding BTC and ETH.

>its also worth keeping in mind, bull runs or market uptrends can feel like they are lasting just just as long as bear markets

>watch dominance levels too

>the main point is to stick to your plans and strategies

>make sure you are networking with the right people
>actually take profit when you want/need to

>theres always another project or another narrative that will birth

>make sure you arent taking someone elses template and overlaying it on your situation if it doesnt suit you

>take some time and consideration to think about where you're at personally / financially

>remember to research, build conviction through understanding

I could easily shill this spreadsheet from last year and show you how many multiple X's you would be up

its dumb af though because everything is up

look for heavily undervalued projects now

>i have been researching this extensively the past few days

i will share my list shortly

emotional intelligence is everything

https://x.com/tombheads/status/1739436838056833457?s=20

btw you can add this to your bookmarks
its helpful

tradingview.com/markets/crypto…

[ R&D ] - VC backed projects Post Launch

>i just wanted to share some research into the post launch performance of projects that were somewhat heavily VC backed

>its mostly educational, its an angle that i don't mind playing personally because when the time is right you can enter with size + conviction

>very sensible and stress free strategy

>its a good topic to cover too because investors with low capital have an opportunity to build a decent sized portfolio just for completing tasks

>we will cover:
➨previously launched VC backed projects
➨tokenomics / price
➨date ranges
➨unlocks
➨funding raised
➨potential upcoming projects to watch
➨if we can use this data for solid profit in the future

>i want to look at:
[ $SEI ] - @SeiNetwork
[ $ALT ] - @alt_layer
[ $DYM ] - @dymension
[ $STRK ] - @Starknet
[ $ZET ] - @zetablockchain
[ $MANTA ] @MantaNetwork
[ $TIA ] @CelestiaOrg

[ upcoming ] launches / potential airdrops
∎ @aztecnetwork
∎ @monad_xyz
∎ @Scroll_ZKP
∎ @LineaBuild
∎ @Hyperlane_xyz
∎ @ourZORA
∎ @taikoxyz
∎ @berachain
∎ @zksync
∎ @wormholecrypto
∎ @ionet_official
∎ @AleoHQ
∎ @gensynai
∎ @PolyhedraZK
∎ @base

*there are many many more

>if you have little capital and lots of time, i would start grinding airdrops, using testnets, bridges etc you can build a solid 5-10k portfolio just from airdrops alone and i dont need to tell you how quick you can turn 10 into 100k in a bull run do i ?
>get grinding

>if you have capital and no time, this post launch data paired with the tokenomics reveals some very interesting and juicy plays, for me its all about size + conviction , look at SUI chart for example - easy money

>i will review this data in a months time or so, in the meantime, i think these plays are worth considering regarding solid R/R if you want a more sensible approach

>either way its always interesting to look at these things from this perspective as it can shine light on things you never considered before + broadens your wider crypto knowledge - i hope this R&D helps [ $SEI ] @SeiNetwork Parallelized EVM
💰raised: 45m

🧠 lead vc: various

🪂3% of supply was airdropped ~300m tokens

⌨️incentivized by using the test net or bridging $500 from other specific chains to sei

📉once claims were opened the price dropped from
$0.21 to lows of $0.09 -56%

>after 100 days in accumulation

📈1000% gains or 10x from the lows
>current price $0.88

>sei is such an interesting one, seems to have a pretty strong community, only time will tell where it goes but i think higher for sure, although competition between layer 1's will start to become very stiff

🔓next unlock 22days 125m sei tokens worth 109m

[ the trojan bull ]

>my good friend @CryptoElPres gave you the royal flush

>i present to you the trojan bull

>it is our peace offering to the normies, similar to the trojan horse, the trojan bull conceals the gems to the broader unsuspecting market

>until eventually they are revealed and recognised before its too late

[ $KAS ] @KaspaCurrency
[ $TAO ] @opentensor
[ $TAU ] @TauLogicAI
[ $ATOR ] @atorprotocol
[ $KUJI ] @TeamKujira
[ $ALPH ] @alephium
[ UNKNOWN GEM ]
[ $FI ] @FideumFinance
[ $DUSK ] @DuskFoundation
[ $ANDR ] @AndromedaProt
[ $ZEPH ] @zephyr_org
[ $ROOT ] @TheRootNetwork
[ $SMH ] @teamspacemesh
[ UNKNOWN GEM ]
[ $PEAQ ] @peaqnetwork
[ $SPACE ] @mvcglobal
[ $QUBIC ] @_Qubic_
[ $AGC ] @devolvedai

>in essence the trojan bull is the idea of seizing opportunities others may not immediately see or appreciate….

>whats your inside your Trojan bull
>what you swapping out and for what Honourable Mentions
[ $ONI ] @onino_io
[ $LYX ] @lukso_io
[ $TRADE ] @Polytrade_fin
[ $CPOOL ] @ClearpoolFin
[ $OLAS ] @autonolas
[ $ORAI ] @oraichain
[ $CAH ] @moontropica
[ $LAKE ] @DataLakeToken
[ $NTRN ] @Neutron_org
[ $NOIA ] @Syntropynet
[ $PEAS ] @PeapodsFinance

[ I found the next 1000x ]

>i've been around for 2 cycles now and every cycle theres a bunch of coins that get heavily shilled that end up turning into absolutely nothing

>there will be many hyped ponzi's + scams, i lost my first btc to a ponzi similar to bitconnect in early 2017

>theres all sorts of black swan events and collapses - there will be more, the first one that ever really affected me was the collapse of the exchange cryptopia an NZ exchange - i had heaps of eth, doge and a privacy project called zero $ZER on there, it ruined me for weeks - whats that saying, not your keys not your coins or something

>i've watched the top 100 recycle so many times, the top 200, the top 300

>the changes that take place every year is attributed to the rapidly evolving nature of blockchain technology, as well as being a highly speculative market.

>with innovation comes high volatility + CHANGE

>in 2024 i definitely sense a deeper maturity growing over the market, but we can almost prepare for our future by revisiting the past, revisiting the emotions, the lessons, the mistakes, the wins

>Even now looking at the top 100, 200 and the projects getting shilled, its clear that the top 100 will be recycled and 90% overall will fail.

>new narratives will emerge, innovative technologies will be developed, new consumer demands will surface, and novel challenges will need to be addressed within the environment we know now

My First True Bull Cycle ( OG's will know )
>January 2018
>Price of $BTC : $11,600
Projects shilled relentlessly that flopped ( most of these i was invested in )

NEM | $XEM
ICON | $ICX
QTUM | $QTUM
LISK | $LISK
NANO | $NANO
OMISEGO | $OMG
POPULUS | $PPT
AUGUR | $REP
ELECTRONIUM | $ETN
WALTON CHAIN | $WTC
NEBULAS | $NAS
NEBLIO | $NEBL
SUBSTRATUM | $SUB
QUANTSTAMP | $QNT
SOPHIATX | $SPHTX ( rugged me hard )
RAIDEN NETWORK | $RDN
HIGH PERFORMANCE BLOCKCHAIN | $HPB
VERGE | $XVG
BITSHARES | $BTS
DRAGONCHAIN | $DRGN
ARK | $ARK

>there was one point where i thought kucoin shares was going to go to 100b mc
>I remember checking twitter everyday with excitement + curiosity
>even now when i reflect, im seeing the same shit today i was then
>the relentless shilling of these projects, promises of 100x and 1000x
>do you know how hard it is to hit a 1000x ? fucking hard

I left projects like stratis + golem out because i actually hell like them* My Second Cycle Bull Cycle
>April 2021
>Price of $BTC : $58,000
Projects Relentlessly shilled that have struggled with market cycle:

THETA / TFUEL | $THETA ( still good, investors from 18 hurting though )
HOLOCHAIN | $HOT
ZILLIQA | $ZIL
BASIC ATTENTION TOKEN | $BAT
PUNDIX | $PUNDI
DENT | $DENT
RAVEN COIN | $RVN
UMA | $UMA
HARMONY | $ONE
ONTOLOGY | $ONT
BANCOR | $BNT
DIGITBYTE | $DGB
OMG NETWORK | $OMG
REN | $REN
REVAIN | $REV
WAZIRX | $WRX
ORIGIN PROTOCOL | $OGN
REEF FINANCE | $REEF
QUARKCHAIN | $QKC
SERUM | $SRM
ORCHID | $OXT
WANCHAIN | $WAN
LOOMNETWORK | $LOOM
TOMOCHAIN now VICTION | $VIC

>Keep in mind, im not fudding these projects, these are projects that i invested in or had a keen interest in in 2018

>imagine if i bought and held these, with new narratives like AI, dePIN etc evolving, marrying my bags praying one day they will recover.

>When reviewing previous cycles, you can start to identify common trends

>be wary of old projects pivoting to new narratives to stay alive with out doing an extensive review

>some projects do take time to build and grow

>ones that come to mind from previous cycles that are waking up

$AGRS - TAULOGIC
$ABT - ARCBLOCK

>its funny, these projects are from 2015-18 and they are building pretty solid communities / marketing now, they are beginning to turn it around and release their products

>but these revivals or resurgences are few and far between

>even now looking at this bull market we are about to go through, i can tell theres already some projects with cults that will end up outside the top 500 come the next bera

>its only when you research projects like $KAS + $TAO that you realise they are the true 1000x's that will be around for many cycles to come

>that is the level of conviction your project needs
>there are a few now like $AGRS $QUBIC $LYX that i think will be powerful movers and long term household names

>in terms of layer 1 blockchains im not sure which ones will claim $SOL like status and survive a full cycle in the top 100

>will probably cover some of these in the coming weeks

This is the most incredible thread by @QuantMeta and i can appreciate how much time and effort went into curating it - it delves into more statistics regarding the evolution and has a great data to support when you should consider taking profit on this cycles bags



>if you are an OG and found any of these projects to be nostalgic or have any stories from previous cycles - please share them

>i feel so much more mature this cycle, tbh ive hardly made any mistakes, and i dont make many plays unless all the stars align, but i think this can literally only come with experience

>i will brainwash you until you remember this

>blue box = bear market builders, the best teams, the best innovators, tech believers, they dont care about price action, they just want to build quality projects

>pink box = 96% scams, forks, clones, imitations, narrative riders, old projects changing their bio to include buzzwords

>whatever you buy in the pink box, theres a very very good chance it gets destroyed on the way back down

>if you want to have some fun advance search any of those tickers in X for that time, the comments are hilarious, big accounts promising the world of certain projects - not many make it

>nothing wrong with playing the game, just remember where you are in the timeline

>set your goals
>network with mentors for advice
>dont be greedy
>wisen up
we are a long way off anyway but its always good to have the conversation, drop a line if you ever got rekt on any of those tickers

>learn to defend yourself from 1000x spells

>be sure to follow @QuantMeta

>also i touched a lot on narratives + historical data previously if you want to do some more reading

https://x.com/QuantMeta/status/1757063807825043838?s=20

https://x.com/tombheads/status/1736382042261319854?s=20

https://x.com/tombheads/status/1734836595260600451?s=20

- public diary.

>back home after 2 months abroad
>just want to cover a few thoughts i've had about the market, some investments i been watching as new narratives unfold
>we are approaching very interesting times, its extremely important to pay attention now, this is where the big moves are made

➢ Macro Analysis + Thoughts / Ideas
➢ Solid Mid-Cap Investments, Risk/Reward.
➢ Bull Run Narratives, Review of Narrative Cycles
➢ ERC404 Narrative Review, EthereanOS etc.
➢ Research + Development, Investments

>she's a long one ☕️🚽🗞️ ➢ Macro Analysis + Thoughts / Ideas.

>Its been an extremely rewarding past few weeks
>being active in the bear has produced extremely good profits
>even people re-entering the market post 30k are making good money now...
>and we are starting to get a good idea where the money will flow this bull

>#BTC is entering an interesting zone on the weekly, we been tracking in an upward trend for 126 days now after the breakout

>i'm expecting significant heat if we push through to 51-53k #BTC

>not sure if i will take profit on some of my recent spot buys and look to do a weight re-distribution of some alts

>as i'm not entirely sure how big the hammer would be
( likely to be mini )

>id like to see a retest of the blue line which is
~44-45k after that

>if we lose that (very unlikely at this point) eyeing off key levels ~38k on the way down to the top of the bottom box which would be the most goblin scenario
(black swan, joe biden laser eyes, jim cramer flips bullish + laser eyes etc)

>as timeline begins to be full of a lot of "did you fade anon" "you didnt fade me did you?"

>price predictions

>screenshots of profit etc

>the short term wariness kicks in for me

>not overly concerned yet, this is just sensible thinking to me, all these emotions made public are strong indicators its important to remember when i say wariness for me is also on a HTF for any hammer to take place - could take weeks to play out

>one of my best indicators is literally my own portfolio, every time it hits ATH ( now ) it always pokes through a bit higher... and then i start thinking about living in a 5 star villa in uluwatu with 20 wanitas dropping organic grapes in my mouth whilst slapping me on the ass saying "owww mistder tewmb u dun it agen"

>there are obviously a lot of factors to consider too like the ETF statistics, Bitcoin Halving in April

>ETH ETF may.

>remember, this is a whales game and i'm sure in the short term they will push the market higher to provoke an mini peak euphoria event before we retest and resume our mission to ATH

>on the flip side i'm seeing incredibly bullish cases for alts to explode once #BTC has finished its pump and its without a doubt way better to be in the market then not

>retail / dumb money are still mostly sidelined + definitely not even close to being on-chain, its very PVP and seems it will be for some time.

>i think the next few weeks:

>btc 52-53k
>dominance to come down
>Eth to Rally
>Mid caps pump ( think $INJ like pumps in previous weeks )
>micros go parabolic as mid profits rotate down (i think)
>i will start to research where i want to be exposed over the next few days

*i do think its very possible for us to retest 44-46k btc though*

$ETH HTF 1W it wants 2700 ?
>keep a close eye the next few days/weeks going to be very interesting

[ R&D ] - Venture Capital Funding.

"all you have to do is follow the money"

>Venture Capital Firms only have one goal.
>Make Money
>Some of the most profitable and biggest projects were seeded by VC's including:

[ $FTX ] ~900m
[ $NEAR ] ~530m
[ $SOL ] ~340m
[ $SUI ] ~300m
[ $AVAX ] ~230m
[ $HNT ] ~200m
[ $UNI ] ~160m
[ $AXS ] ~152m

>Tracking big money has many research benefits:
⊿ Gain Deeper Knowledge into Narratives.
⊿ Find tech/narratives receiving big funding.
⊿ Connect to Individuals/Firms with Analytics/Insights
⊿ See Narratives ahead of time.
⊿ Make Better investment Decisions.
⊿ Find Narratives that are failing

>You also have Angel Investors who are wealthy individuals with interests in certain tech or narratives - rather then using an investment fund like VC firms, they utilise their own net worth. - will cover this list at a later time

>Other Fund types are:
-Corporations
-DAO's
-Hedgefunds
-Incubators

The Stages of VC funding are Generally:
Pre-Seed.
-Idea phase

Seed Round.
-Minimum Viable Product, Roadmaps, Pitch decks, Analysis on Competitors, Cashflow etc.

Series A.
-Product now has validation, Community Growth etc.

Series B.
-Project is showing signs of confirmed growth + now needs funding for business development + expansion.

Series C.
-Project is now ready for expansion internationally and requires additional funding for further expansion.

*there are many more complex rounds

>VC funding can help smaller projects with great ideas begin to scale, they get support and expertise but can also lose certain levels of control + dilution of ownership - this is obviously always worth remembering
>also they dont always have the best judgement either
( FTX, VOYAGER, TERRA )

>Ive created a list of Venture Capital Firms that i've found to be quite active in 2023/24

>ive included some of the top recent funding rounds that i personally found to be quite interesting

>you can track this type of data through websites like:
-Messari
-Coinlaunch
-Cryptorank
-DefiLlama
-cryptoslate

>my advice is to bookmark this thread

>follow them all, research their investments, past and present.

>they share a lot of great market insights, narrative insights, analytics, investment opportunities etc

>I mostly use this information to form a broader understanding of the cryptocurrency landscape, network and connect with individuals involved with or around VC firms and see narrative and tech trends ahead of time.

>i tried to include the most active VC firms first

>not all projects i found have tokens, yet.

>i tried not to include any double ups of co-investments

>i also tried to include some lesser known Tier 2/3 VC Firms - Everyone knows @BinanceLabs etc

>also from my research it appears, just like regular investors like ourselves, certain VC firms have their favourite narratives, categories, tech too

For example mine are:
#AI #DEPIN #PRIVACY #RWA #DEFI

>I noticed a HUGE amount of money flowing into:
-#CeFI
-#DeFI
-#ZK
-#Privacy
-#BRC20

>Zero Knowledge in particular seemed to have massive funding
>recent investments can date back to early 2023*

>its worth noting as well that a lot of projects you are seeing now were seeded/funded in ~2018-22, like:
- @SecretNetwork
-@Starknet
-@aztecnetwork
-@fuel_network
-@Neon_EVM
-@ironfishcrypto
-@CelestiaOrg
-@MantaNetwork
-@peaqnetwork
>they arent magically appearing out of nowhere
>even @teamspacemesh was funded in 2018 by polychain capital and is only just waking up now 5-6 years later
>use this information as a research tool

*if i made any mistakes i apologise in advance*

this thread led me down some crazy 🐇🕳️'s feel free to share anything interesting you find :)

Enjoy.

>🪦 [ @DWFLabs ] - Tier 2
>recent investments of interest:
】@doubler_pro - DEFI
】@CESS_Storage - Blockchain Service
】@MOBOX_Official - GameFI
】@MapProtocol - BTC layer 2
】@tenprotocol - Blockchain
】@veloprotocol - Blockchain Service
】@VictionEco - Blockchain
】@Conflux_Network - Blockchain
】@LayerAIorg - AI

[ top 3 + dark horse by narrative ]

>If I had to pick right now*

>this would be my 🥇🥈🥉

>+ ♟️ ( dark horses )

>for each category

>please keep in mind this list is rapidly being tested on a daily basis

>I tried to approach this from a conviction perspective

>what I mean by this is - these are mostly* all projects I found and researched pre-bull

>this is the reason you won’t see modular blockchains or brc20 etc narratives included

>potential profit varies, I’ve included mc so you can make your own assumption

[ high-med conviction / low-med risk ]

➥LAYER 1
🥇[ $KAS ] 2.4b
🥈[ $LYX ] 285m
🥉[ $ALPH ] 138m
♟️[ $ONI ] 9.6m

➥ARTIFICIAL INTELLIGENCE
🥇[ $TAO ] 2.4b
🥈[ $AGRS ] 66m
🥉[ $OLAS ] 262m
♟️[ $ORAI ] 104m

➥REAL WORLD ASSETS
🥇[ $DUSK ] 115m
🥈[ $TRADE ] 31m
🥉[ $CPOOL ] 42m
♟️[ $RVST ] 17m

➥GAMING / METAVERSE
🥇[ $ROOT ] 90m
🥈[ $GFAL ] 52m
🥉[ $CREO ] 27m
♟️[ $CAH ] 24m

➥DEPIN
🥇[ $PEAQ ] - no token yet $KREST*
🥈[ $RNDR ] 1.6b
🥉[ $WNT ] 12m
♟️[ $RWN ] 27m

➥PRIVACY
🥇[ $ZEPH ] 35m
🥈[ #0KN ] 15m
🥉[ $ZANO ] 42m
♟️[ $BEAM @beamprivacy ] 14m

➥DEFI
🥇[ $FI ] 71m
🥈[ $MPL ] 92m
🥉[ $RVF ] 60m
♟️[ $MOZ ] 10m

➥UTILITY
🥇[ $QUBIC ] 200m
🥈[ $IXS ] 42m
🥉[ $ANDR ] 10m
♟️[ $MVC ] 30m

➥MISC.
🥇[ $ATOR ] 60m
🥈[ $LAKE ] 14m
🥉[ $AGC ] 14m
♟️[ $PEAS ] 90m *for what its worth, the category i had the most trouble deciding on was real world assets

>reflecting on this, i can only assume, this category has the most stacked gems and potential for growth

>ive covered it before - but its due for an update

>GM🌅

>its good to be back, lots has happened, i been watching everything closely, staying in touch with a few OG chats to keep my head above the water

>lets have a little update

➥Macro Analysis + Thoughts
➥Updates on some Solid Projects
➥Some Potential New Investments
➥General R&D

>this is going to be a long one, so grab a ☕️ or book mark it for the 🚽🗞️
>this has been a very interesting one for me, being away, not watching charts etc gave me the opportunity to watch things unfold slowly over a daily or 48 hour window
>interestingly, from what i have observed

1. when we were at 28-30k $BTC
2. a lot of predictions about price action in regards to BTC in the coming months was

"Low to high 40's then back to low 30's before retest of higher"
>refer $BTC monthly here.
>The reason why a lot of HTF chartists called for this was because of the heavy resistance $BTC faced at ~48K ( Orange Line )

3. Remember at this time, BTC ETF hype was going to send it to 50, 60k etc
>we had FUD, sec account got hacked ( scammers ) yet BTC pushed through
>mostly all calls sub 30k were suddenly invalidated
>yet reflecting now BTC did exactly what most of the best HTF TA gurus i know said:

>rejected ~48k.🔨
( i personally thought it would wick higher to 52K just to rekt everyone )

I CANT STRESS THIS ENOUGH, THIS IS WHY YOU MAKE A PLAN AND STICK TO IT, REGARDLESS OF OUTSIDE NOISE, SHORT TERM PA etc.

4. Obviously taking things into perspective

-Spot buyers from the bear, probably dont give a fuck, they are still up massive.

-People who just started investing again when the pre bull sucked them back in or people with smaller portfolios have to pay attention if they are trading these higher time frames. ~ because executing this trades ( taking profit )

5. if you go through my highlights you will see i have always said my plan was to take profit at ~48k ( i dont try to catch absolute tops anymore ), then redistribute the weight of my portfolio to some other projects i been watching when we retest our base ~35k
-this was my plan but of course it can always be wrong
-even right now as i type this, BTC is looking very strong again on the daily after trying to reclaim 42k
-I still think we can revisit 38k its not entirely invalidated yet, you can never rule out a dirty wick lower to decapitate the longs

6. Overall imo its healthier for us to retest our base, its good for market structure.
>Its important to remember how easy it is to read the play just by market psychology, every single person shilling a new 1000x or 100x people rotating out of their bear market gems into new bull market scams, clones etc
>I have posted this image many times, and its because its true, the best, the absolute BEST projects are born in the bear
>go check, google, amazon, facebook, ebay etc all born in the bear when there was turmoil in the economy
>go check the best crypto projects that have survived each cycle, all born in the bear, why ?

>bear market = brilliant minds, coming together, working on tech, they dont care about price action, they want to innovate etc

>bull market = 95% scammers, clones, forks of the bear market gems, shitty fiver devs coming out of the wood works trying to scam you out of your hard earned money

>i think only 5% are legit and actually would survive the following bear market - most will go to zero

>however, these are also GREAT opportunities to hit 10, 20, 50x
>you should devise a plan on how much capital you are willing to risk with these plays
>but my rule, from personal experiences, is never ever marry a bag you bought in a bull market unless it passes all your fundamental checkpoints

Projects I bought during the bear ( sub 32k btc ) with size like:
[ $KAS ]
[ $TAO ]
[ $KUJI ]
[ $QUBIC ]
[ $OLAS ]
[ $ALPH ]
[ $FI ] ( $BBANK )
[ $TRADE ]
[ $ZEPH ]
[ $LYX ] - jeeted ( temporarily )
[ $ATOR ] - jeeted
[ $OCTA ] - jeeted
[ $DNX ] - jeeted

>i consider most to be irreplaceable gems
>i say with size because i obviously own other projects, but they were less then 30K usd purchases and added slightly later like:

[ $WNT ]
[ $BEAM ] @beamprivacy
[ $ROOT ]
[ $SMH ] - jeeted ( temporarily )
[ $CPOOL ]
[ $GFAL ] - jeeted
[ $NEON ] - jeeted
[ $RVST ]
[ $TRIAS ]
[ $AGRS ]
[ $MOZ ]
[ $XNA ] jeeted - ( temporarily )

>one thing all of these have in common is they were born when the markets were quiet or going sideways for months
>again, to me, this means, great teams, innovators, focused on tech
>theres a reason why a lot of projects wait for the bull market to start marketing + releasing their product
>imo 95% of these go to zero the first second BTC shits the bed for the next 2 year 🐻 cycle
>some might disagree with me but i have been through multiple bear and bull cycles now and ive seen/experienced the most hyped coins go to absolute dust, will cover this subject in a thread at a later date, as im certain we are looking at a few of these scenarios that will eventually unfold right now.
>in saying all of this - i have purchased many projects in the past month.

i will update this list over the next few days

https://x.com/tombheads/status/1739436838056833457?s=20

Tools To Win in the Bullah.

>If you want to become a beast in the game you need the right tools
>remember this is PVP
>if you are losing its because the other player has more tools, more knowledge
>these are some of the tools i consider to be absolutely essential for tipping the odds in your favour

This is everything from:
>analytics + data
>wallets
>trading tools
>socials
>market intelligence
>news + events

etc.

>its in your best interest to learn how to get the most out of all these </wallet> - [ @Rabby_io ]
-my personal fav, the best alternative to metamask by a long way

- public diary.

>im jetting off to japan today after 2 weeks in bali

>wont be around as much over the next 3-4 weeks

>here are some thoughts,predictions, thoughts, macro analysis, investments, strategies + psychology advice


some predictions for 2024, thoughts are my own, and most probably will not come true ;)

🔮 Narrative Leaders.
[ $KAS ] + [ $TAO ] will lead the bull market
>they will go on parabolic runs from 1b to 10b
>then 10b to 100b
>these type of projects are what i like to call narrative leaders
>when they pump they bring all PoW + AI up with them
>similar to $BTC + $ETH
>expect projects like:
[ $ALPH ] [ $QUBIC ] [ $OLAS ] [ $AGRS ] [ $SMH ] etc to follow.

🔮 Base Chain.
@base chain will go on a parabolic run that will make anything we have currently seen look pathetic
>a lot of projects will rush to deploy there again
>lending/borrowing + defi etc will be massive there.

🔮 Narratives that will Pump.
>Privacy
>Decentralised Physical Infrastructure Networks
>Real World Assets ( finance mostly not real estate )
>DEFI
>Layer 1 / Infrastructure

>will generate the most profit
>i think gaming + real estate are further away then people think - blue chip ones anyway - more 2025

[ $ZEPH ] [ $CPOOL ] [ $TRADE ] [ $DUSK ] [ $PEAQ ] [ $MPL ] [ $FI ] are some that will lead.

🔮 The Next 1b Users.
>the next billion users into web3 will be onboarded by
[ $LYX ] which will become a multi b $ project.
>many will miss the run

🔮 Gaming + the Metaverse.
>will be led by the [ $ROOT ] network and the Futureverse ecosystem, nothing comes close to it.

🔮 A whole new Ecosystem.
>Enterprise ready Protocols, infrastructure and Ecosystems will overtake most of the Grass root projects in the top 100.
>they are heavily funded + backed by huge investing firms

🔮 The Next 1000x
>the next 1000x MEME has yet to reveal itself for this cycle

🔮 Cosmos + IBC
>will become one of the top chains with the biggest user/tvl/profit growth for 2024/25 + strategies.
this is my outlook and strategy for the next few months, my sentiment has not changed from when we were sitting around 30-35k the plan remains the same, and i have covered this many times before, im only sharing this to help educate or shed light for some who might want a new perspective or idea. ~NFA

>refer total chart, this is all relevant to my personal situation, please take the time to sit back and have the awareness to recognise what your personal situation is.
this includes considering things like:
-were you active in the bear
-have you only just started buying again ?
-personal finances, education level etc

>Remember:

long sideways bear market = blue box = gems
-this is because markets are dead, no ones paying attention, great builders, great teams, with the best ideas build in these conditions, they arent preying on investors, these are the teams and projects that truly believe in the tech, they have the vision and conviction in their ideas - these are ALWAYS the best investments

parabolic bull market = white box = scams
-not all but 90% of projects released in this market are scams, imitations, forks, clones OF THE BEAR MARKET GEMS - founded by mums basement devs, they are trying to capitalise on the bull, they had no belief in the bear and they arent capable of developing anything unique or worthy of your hard earned money.
-the second point is when we start our sharp decline back into the bear, ALL of these projects turn to dust.

-however these projects still yield great profit, based off of narratives, hype, socials, KOL's etc

-they should be utilised in a way that they generate you quick 5x 10x 20x and then these profits should be rotated back into blue box gems that you are accumulating or may of missed.

🟠orange box.
>this is the zone i have always watched since we knew our sentiment had flipped bullish, and most of my mentors watch it closely too - no need to overcomplicate..

>its the heavy resistance zone and you have to remember we have rode this mf up from 15k now, its healthy and good for market structure for us to revisit our base of 30-35k

>48-50k is the orange box
>i never try to catch the absolute top or absolute bottom ( anymore )
>always exercising patience
>timing is everything
>theres always a good chance it will do shit to catch the market off guard

for example: everyone will be watching 48k expecting a dip, and then it will punch through to 52k - everyone will say that the original theory is invalidated, Socials will be calling for 65k and then we start making its way back down to retest our base at ~35k

>you can sort of see that happen in 2021, where we first ran up then came back down before making a v-shape recovery, by no means am i suggesting that history will repeat - but you have to have a plan + a strategy, this is mine and this is what im sticking to

>emotions will try to sway my judgement as the market evolves, this is something to be conscious of at all times

>if im wrong, then i have to immediately accept that and start to review my contingencies
- this will also include consoling mentors, friends, people i respect etc
- reviewing market etc, not panicking and making irrational decisions

🟣Purple Box.
>this will be the area ill be looking to
a. re distribute / allocation my portfolio after taking profit in the orange box

this will most likely be a DCA strategy on the way down from 48k -52k range to 30-35k range ( this can shift higher and lower ) - this will make sure that i dont miss the bottom prices but also dont get caught off guard with a parabolic recoveries

Re-Weighting Portfolio.
>the reason i mention weight distribution is because over time , my conviction in say OLAS due to their developments and market conditions might now be higher then what my conviction in KUJI is and now i want to go from:
30% KUJI 20% OLAS to 40% OLAS 15% KUJI etc

>or even add in something entirely new that i have become bullish on due to Technicals, Fundamentals, Socials, Real World Events, Market News etc

>now that healthy market structure has taken place, my portfolio is aligned with the best weight distribution based on my research and im ready for the next leg up of the bull to ATH - potentially maximising my profits

>this requires constant monitoring and planning, researching is good, but there should be a large portion of your time allocated to planning, setting targets, goals, setting up contingencies

>i try not to get too involved with other peoples thoughts and strategies as they can cloud your own

MACRO FOUNDATIONS, sure

>but theres too many individual scenarios that can affect someones decisions + planning - its not one size fits all

lastly, dont write off the chances of a single death candle to 35k or even a god candle to high 50's - i can almost guarantee this will happen both ways at some point and the market will be thrown into turmoil.

[ R&D ] - New Protocols, Tech, Ecosystems to watch.

>This space is evolving at a crazy pace, i'm honestly not sure if the demand is even there for all the tech thats been getting developed + shipped

>either way here is a list of projects/protocols/ecosystems etc that you need to put on your 📡

>its worth your time to understand them, so you can see the narratives and ecosystems unfold ahead of time.

Not all of these have tokens etc - subject to future developments, again the point of this is to research so you can start to understand the direction this entire ecosystem is moving in, this is just as important as finding 'gems' if not more important
>then you can be ahead of 99.9% of the normies

>if theres anything that you think fits the mould that i may have missed, please drop it in the comments and ill add it to the spreadsheet

>much love

>🪦 @AvailProject

[ NETWORKING ]
"show me your friends and ill show you your future"

>in life, not just crypto, one of the most important things you can do, is surround yourself with good people.
>this all obviously depends on your desires, i mean if you want to turn into a fat old prick who traded his life's time away to miserable slave wages & spends the weekend sitting down at the pub with his mates yelling at tv screens with his fav club scarf around his neck - then yeah keep hanging out with big fat bill and bob

>however, if your desires are freedom, wealth, health then you must change your mindset, your environment and your [ network ]

>surround yourself with shit - and you will think shit, you will act shit + your outlook on the world will become shit.

>ideally, intelligent people with great personalities who would go out of their way to help anyone, they are great teachers and even better listeners - these are the people we seek to be around, they are few and far between

>believe it or not these people exist on X and if you can connect with them or the people who are apart of their communities who display even a quarter of these traits then you will start to level up faster than 99% of the people you are PVPing against.

Whether you like it or not, for your environment to transcend, you yourself must also be willing to transcend. This takes a lot of education + Action, by no means is it easy - but its extraordinarily rewarding.

>if you want to grow your own or join a network filled with constant new ideas, growth and profit ( i think its worth it ) - these are all of the things that helped me + from my observation the success many others in the space have endured

( even though this account says 2021 i have been here since 2016 and i have watched many big accounts grow from nothing )

>most of this advice will be from my own perspective + experiences, although i'm sure many will agree the foundations of the information shared here, transpires to most scenarios.

>🪦 -------------------------------------
Becoming a Authentic Networking Beast.
-------------------------------------
1. [ YOU ] - 'your identity on X'
X is the ultimate alpha generating platform, master it and you will 1000x your network and your networth.

📰 - if you are a lurker, introvert ( i am one ) thats fine, ive seen it work for people, even if you can get 10% of this going - you will find yourself invited to more alpha groups or connected with exceptional individuals and their communities in the space - i say this from experience...there is a hidden social world of alpha and bright minds that you dont know about - the point of this post is to help you gain access to these networks or even better - create your own

>the first thing to get sorted is yourself.

>I highly recommend if you are trying to build your account up then you want to create your own identity or brand ( i use that term loosely ) thats recognisable or palatable

>brand = content creators / networkers
>identity = individual networkers/ personalities

>embarking on this journey yields many benefits which opens many avenues, avenues you cannot fathom until you are in them - trust me

>X is the shopfront, its the first thing people see before they see any of your content / thoughts / media

>Think about how quick people have been programmed to process information these days, no one can barely concentrate for more then 3 seconds

>speaking from experience theres 5 million interactions on here a day and thats just X - it doesnt even include telegram, discord, commonground

>so how do you become someone thats valued and remembered in the space ?
>how do you become someone people want to share their knowledge and information with ?
>or even better yet how do you become someone people will go out of their way to help + befriend ?

>the network trinity is very simple, similar to the life trilemma of:
📙Health
📙Wealth
📙Life

>Network Trilemma:
📙Give, Be Genuine + Honest ( and you shall receive )
📙Create Value ( quality over quantity )
📙Time + Effort for Others


Goals:
- Identity that others can remember + feel obliged to connect with
- Branding if you choose to grow your account to generate valuable content
- Growing your network through your identity or brand

Exhibit A:

>when i interact with people on X
>they see the little pixel skull
>they know its me straight away
>over time as i connect with them more and more whether though comments or tagging etc they remember the skull + my simple name, tomb.

-this has been absolutely crucial to the growth of this account, previously, my name used to be too long, and i was addicted to changing my PFP every 3 days.

-its not impossible but it was making it difficult for me to connect with people outside of my circle, remember, this is all about streamlining and becoming efficient. - we are in a bull market - time is off the essence

>take this example below from my notifications

>notice how some of the pfp's pop - so important
>theres some that i always instantly recognise
>and i know exactly who's interacting with my content regularly

>naturally in the future - if someone i remember is going to DM me about something, or even ask me a question in comments - theres a higher chance i'll respond or interact, which in return slowly starts to grow my relationship with that person

>i cant stress this enough, having an identity on X is SO SO important if you want to build a strong network

>again, i will drill this into your brain.
>Network Trilemma:
📙Give, Be Genuine + Honest ( and you shall receive )
📙Create Value ( quality over quantity )
📙Time + Effort for Others

>you would be surprised how important your bio is as well when you are trying to build your network

>something as simple but specific as:
"early narrative crypto researcher/threador"

"gem researcher + futures trader"

can be enough to peak someones interests, even some humorous crypto references in the past have been enough to make me look twice
Like @LintonWorm's profile:
🪦Easy to remember name / Username matches Name
🪦Recognisable PFP
🪦Matching banner that has simple information
🪦Hilarious Bio that also explains his Content simply
>one of my other all time favourites is @RvCrypto
>i dont even know how he made these but they are fucking awesome again:
🪦Easy to remember name / Username matches Name
🪦Highly recognisable PFP
🪦Matching Banner with some specific details
🪦Great Bio that shows the value he intends to bring ( which he does )

>i always, always check these 3 things, if someone follows me or if i visit a page due to them posting an interesting comment/thread to see if i want to explore further

>this is because im determining if theres value there to be gained
>i dont give a fuck if you've got 3 followers
>if you are punching out quality / unique content and you have a decent looking page, absolutely id love to connect with you + better yet, help you with your own goals as much as i can


🪦Aesthetic Profile
-Clean recognisable PFP
-Simple, Unique, Easy to Read Name
( most will leverage the word crypto for example, The Crypto Fart etc - this is smart ! )
-Clean Matching Banner
-Relevant BIO
-Your X name should be as close to your @ username as possible, you have no idea how much this hurts your growth having it seperate, try not to use underscores either as it fucks up the search function when you @ someone - you might lose your bluetick for a day or so but its fucking worth it, the smartest and best creators have these two names matched up
>I hate to push it but it also helps to be verified - a lot.
>if you can manage this you are already light years ahead of anyone else.

[ FDV ] - Fully Diluted Valuation

"Why focusing too much on FDV in a bullmarket can cost you massive profits"

>This subject is misunderstood & overlooked all in one
>I will briefly cover:

🪦What is Fully Diluted Valuation
🪦How to Determine the Integrity of a Project based off their tokenomics
-token unlocks
-token allocation
-general supply metrics
🪦Tools to research FDV
🪦Solid projects that have all tokens in circulation
🪦Some examples of strong tokens with a high FDV and lower MC
ie, $OLAS $NEON $SEI $TIA

if theres any crucial information you personally find helpful to researching tokenomics/fdv that i might of missed etc please feel free to add it to the comments, but this be explained mostly for beginners. [ fully diluted valuation ] - example: $NEON

>When researching a project your first port of call is always coingecko
>this gives us the most basic overview of a project

▫️PRICE
▫️MARKETCAP
▫️24h TRADING VOLUME
▫️CIRCULATING SUPPLY
▫️TOTAL SUPPLY
▫️FULLY DILUTED VALUTION

>Market Cap = PRICE x CIRCULATING SUPPLY.

>FDV = PRICE x TOTAL SUPPLY

>in our example of NEON we can see

( Marketcap = Price x Circ. Supply )
$179,922,241 = $3.14 x 57,698,000

( FDV = Price x Tot. Supply )
$3,118,344,495 = $3.14 x 1,000,000,000

>circulating supply is the total amount of tokens currently out in the market
>total supply is the maximum supply, these tokens can come into circulation in various different ways:

▫️ Proof of Work - mining is what increases the circulating supply ( my fav method )
▫️ Proof Of Stake - Tokens Minted by smart contracts and paid out to stakers
▫️ Minting by Team, this could be for airdrops, ecosystem funding,
▫️ Vesting Schedules - these tokens might be locked and have unlock dates over-time to investors, advisors etc

>once you start to understand the economics of supply metrics you can start to understand why projects work to combat inflation etc

>remember, everything is supply + demand

▫️High supply with No Demand = price dump
▫️Low Supply with High Demand = price pump

>This is why people get wary of High FDV's
>and while its true, its concerning to have huge amounts of tokens enter circulation diluting the market, theres a few things that need to be taken into consideration before we write a project off.

[ $ANDR ] @AndromedaProt
"the first decentralised on-chain operating system"

>Andromeda

>i've slapped this one together fairly quick, so forgive me if i've made any mistakes.

>Im genuinely surprised I haven't seen anyone mention this one, ill cover the basics as best as I can

💀 >Andromeda is the first decentralised On-chain Operating system
>think of it like MACos or Windows
>GridnetOS is another project that was quite popular

[ Merry Christmas + Happy New Year ] 🎄🎁

>This is all of my Research for 2023
>for free, for you
>to say thank you for all the alpha, laughs, rugs and friendship

>met some absolute legends of the space big and small
>learned so many new things
>hit some huge profit from 2022
>built some crazy conviction in some life changing investments
>it goes without saying... i'm pretty excited for 2024

>to all the grinders who went ham through the bear market - you have earned whats coming your way over the next 14-16 months, try not to rotate too much, patience will be rewarded

>to all the parents seeking a better life for their families through investing - You are the toughest mfers of all, keep grinding, it will pay off !

>to all the new friends i've made who have kindly invited me into their inner circles and alpha groups, i truly appreciate it - you are all next level and will win the game without a doubt.

>to all the noobies just starting out my advice is
-grow your network
-research research research, youtube, discord, telegram, X
-if you dont understand something, google it, youtube it
-accept that you have to be in it for the long run, shortcuts only get you rekt
-dont be scared to ask for help or advice, everyones generally pretty helpful
-the more you know the easier the game becomes

>I get many dms every day about people asking if i have a telegram or discord, i dont, but the demand is humbling and overwhelming, so i decided to start one
>its not on telegram and its not on discord - but somewhere much much better ;)

>i will open this on the 1st of jan 2024 and will post the view only spreadsheet in full there
>will be a place for the likeminded to come learn + grow , connect

Much love

👑
</LAYER 1> List semi complete, still under R&D
[ $KAS ]
[ $SMH ]
[ $QUBIC ]
[ $ONI ]
[ $LYX ]
[ $ABEL ]
[ $SPACE ]
[ $ZANO ]
[ $KUJI ]
[ $ROSE ]
[ $AZERO ]
[ $ALPH ]
[ $ROOT ]
[ $INJ ]
[ $RUNE ]
[ $TIA ]
[ $KOIN ]
[ $TRIAS ]
[ $SRM ]
[ $ROUTE ]
[ $SEI ]
[ $SHIDO ]

- Historical Snapshots

>for me, a great way to gauge market expectations and demands when heading into a bull market
>is to review historical data
>i often go through the snapshots to get a feel for the euphoria, the narratives that pumped the market, the scams that had huge communities etc

>lets dive into November 2021 > $btc 1.2T @ 65k
>its worth noting $shib around this time hit a mc of 30b+
>a lot of people like to use shib ATH as a comparison for potential gains leading into the bull, and rightfully so..

> $eth went huge at 1/2 T

> $BNB at 100b

>I expect btc to top out around 80-90k this cycle ( my opinion, if it goes higher great ), with this in mind, i can start to get a realistic idea of expected mc’s for projects like $KAS , $TAO , $OLAS , $KUJI etc

>you can also start to see what narratives were popular at the time too just based off mc price
>if you want to go even further, on X, you can advance search the tickers and the dates to see what accounts were shilling and what level of euphoria you should expect for the top of the next bull

🚩

[ $BEAM ] @beamprivacy
>heres an interesting one $KAS family, might be old news to some but W T F !?
>just found this while researching $AGRS
>DAGlabs R&D team cofounded by yonatan sompolinksy + prof. Aviv Zohar
>looking through the people involved i noticed
>guy corem
>who is the president + ceo of daglabs
>as well as his other layer 1 PoW privacy focused blockchain $BEAM sitting at an measly 7m MC at rank #1198
>no premine
>no ICO
>deflationary

>core team + founder is the president of fucking daglabs which did all the R+D on $KAS which is going to top 3 ?
>is this a fucking joke ?
>which fucking KOL's have mentioned this i want to follow them immediately
>available on mexc ?
>wtf
>SEND IT TO THE HEAVENS ☁️
>sorry this is messy but as promised i always post here first if i find a gem
>FROM THE SURFACE THIS IS AN UNDERVALUED GEM💎






@beamprivacy is this a joke ?