Thinking Out Loud

Description
I am either right or wrong.
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3 months ago

$CAT and $PENGU, so cute animal meta might be back on the menu now.

3 months ago

Is this the top for Pudgies? I'm not sure, but I guess we'll find out soon.

3 months, 1 week ago

Maybe this is the time to checkout on-chain stuff on either Base or Solana while things are moving slower than usual

3 months, 1 week ago

Just realized moon is not an AI coin ?

3 months, 2 weeks ago

If you don't feel like diving into uncharted territory, especially given that on-chain AI agents are far riskier to hold as they could rug at any given point, look no further to the VC giants. $WLD https://x.com/altbender0x/status/1861903949651226913?t=aOh2jnop4V…

6 months, 1 week ago

The party for alts really starts when Bitcoin hits a new ATH.
In case anyone needed a refresher

6 months, 1 week ago

September will still likely face some drawdown, since the path that most economists are predicting can still turn into a miss.
If Japan raises interest rates starting in October, this will definitely alter the equation as well.

I'm still looking into this, but my thesis revolves around the psychology of the major driving forces.
Bigger players often need big liquidity, and liquidity eventually drives the narrative.

We'll have to see, but gold is certainly looking favourable and hopefully Bitcoin is too while the tightening and uncertainty ensues.

6 months, 1 week ago

The BOJ is in a tough spot atm.
They've been victims(?) to over 20 years of financial abuse from foreign entities, mainly the US. Raising rates could harm global stock markets, but not raising them negatively impacts Japanese citizens.

As mentioned previously, the Fed is also in a tough spot with election conditioning being a top national priority.

It's hard to mark something as absolute (bullish? bearish?), as there are too many economic variables to monitor. I would not stress over it, but the general nuanced consensus about a bullish crypto Q4 seems fair given historical precedence.

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