Update on the plan. That was indeed a buy the dip. I think we’ve naturally come into resistance.

Patience here I suspect some chop over next week or two ahead of the election indecision before continuation on a Donald victory.

https://x.com/Crypto_Joe10/status/1711737997735993702?s=20 Definitely a reason to be positive

https://x.com/deitaone/status/1832033549240693212?s=46&t=_7XSIq4v9z-tTNbRCvz60Q NFP came in a small miss. I spoke about this on a podcast last week as something to be watching. This was an important number that macro markets were placing a huge emphasis…

Glad to say we’ve spoken about Grayscale a lot in these chats. ETHE was a big holding of a lot of people in here. Up 15% on the day! Ethereum spot ETF is next. This is now paving the way for the next bull market.

For those following TAO (Bittensor), I’ve had $350 marked on my hitlist for a while. I think this is a good level to be accumulating.

Generally, I think creating ‘baskets’ is pretty good. An AI basket would be like 10 AI coins, weighted by market cap (or whatever you have the most conviction in). TAO, being the biggest decentralised AI network is probably good to include in the basket.

AI still seriously underbid for now.

I would be bidding spot $ENA here ~$0.80c. I think it will turn out to be good ETH beta as it’s a proxy for eth demand. ETH demand increases —> ETH funding increases —> ENA increases.

And I think ETH/BTC has bottomed, ETF rejection is largely priced in, and we may see upside relatively soon. I remain constructive ETH, and I think ENA is the best ETH beta that exists currently.