Keep in mind all of this could change in a matter of weeks, but my Q1 2024 altcoin portfolio looks as follows:

(USDT gets used to invest in new shiny things, during a bull market you need liquidity)

1/ 2/

Ethereum remains the highest conviction x5 of our lifetime. You can inject unlimited size without liquidity issues & $ETH ETF approvals will happen end of 2024 or 2025 at the latest. Wallstreet will shill deflationary ETH to all their clients - nobody knows if eth will become more useable again (L2 liquidity is still very fragmented & no L2 has serious ecosystem momentum) for retail but it will likely turn into the decentralized settlement layer for corporate infrastructure). If you are worth less than 6 figs you should keep little of your worth in it.

Macro target $10k+.

Before this crypto bullrun really starts to pick up I would love to tell you a few things I had to learn the hard way during previous market cycles:

1/9 2/ new accounts will pop up randomly with semi-legit proof of them turning 2k into 500k margin trading in only a few weeks -> ofc trading course/paid group linked -> will usually disappear after 2-4 weeks cause their risk management is inexistent

If you want to reach new levels of success, you HAVE to be aware of your internal "happiness chemicals" & learn how to hack them.

Good habits lead to great results & that's how I turned from an alcoholic baboon to a confident boxing champ in 6 months. 🧵 1) DOPAMINE - The reward chemical:
- Completing a task
- Doing self-care activities
- Eating food after a fast or exercise
- Celebrating the little wins

Now comes the part during which most people who just got into trading (& successfully longed the breakouts) will get chopped up and lose most of their profits.

A thread on common mistakes to avoid after big impulses like the one we just had.. 🧵 1) The daily moving averages are starting to move upwards, but the RSI has to cool off.

Maybe some altcoins / NFTs absorb fresh capital and rally further, but overall the big move has happened.

Now it's all about spotting the next emerging trends while preserving capital.

This one altcoin is genuinely undervalued and will likely provide x5-x10 gains in the "short term"

Pure alpha in a thread 🧵: 1) $CNC is building an easy-to-use platform for liquidity providers to easily diversify their exposure to multiple Curve pools with only 1 click.

The Tokenomics are low; 10M supply, only around 3.8M are in circulation rest of which are locked which gives the coin a sub 25M mcap.

1)The @CurveFinance team is releasing their stablecoin very soon & CRVUSD is way more significant than anyone realizes at this point..

A thread on why everyone is under-exposed $CRV 🧵. Level 0 - "Baboonie analysis":
CRV is an AMM (Automated Market Maker) and CRVUSD is their new stablecoin. Big new development gets released by very smart people = Monkey press green button, We go UP. (no further analysis needed).

1) Stop looking at the shiba inu chart and start realizing that we are witnessing a global revolution.

Another random thread 🧵 2) I am just thinking out loud random thoughts but I have never been this unsure about short-mid term crypto price action in all these years.

Did we degens fund ponzis while the everything bubble has popped?

"The rational monkey who outperforms most investors".

A thread on how weekly time frames and very basic technical analysis can make you wealthy as hell over a few years.. 🧵 What you will need:

1. Tradingview
2. EMA 50/100/200
3. Relative strength index (RSI)
4. P A T I E N C E

"How you potentially lose 50%+ of your crypto capital in a month after you're down 50% from your net worth peak already."



A thread from a guy who's lost his fortunes one too many times 🧵 Loads of people in the space have yet to experience the horrendous feeling of trying to get out of illiquid shitcoins / illiquid NFT projects while the support/floor gets absolutely destroyed.