alts look good if we can keep dxy tamed and btc over 60

dxy crashing and the coins are mooning

QT TAPERING BEGINS:

*FED CUTS TREASURY RUNOFF CAP TO $25B, KEEPS MBS CAP AT $35B

we're at the point of the pullback where degens buy alts while bitcoin continues to drift lower with no bid

market putting in the may low early

still think >50% chance we will spend very little time under $60k

it's like he's going away for summer camp

long live cz

bull market peaking,
corporates claim crypto love -
Late blooms wilt too soon

doesn't feel so bad being irrationally long wif for months tbh
wif to $40
sol to $1000

we dump on war headlines
can we pump on ceasefire
it's only fair

shoutout to Yat Siu for putting in the absolute bottom for bayc at 10 eth

wif got there

sol to catch up

bitcoin is starting to eat ethereum's usecase as the most secure blockchain to build on

solana is eating ethereum's usecase as the world's most ev+ casino for retail

eth is stuck in the middle of the bell curve without a winning narrative

open to changing my mind

pump in progress

sol 159 -> 170
wif 3.07 -> 3.50

they'll get there within 24 hours

optimal portfolio construction:
long top L1s & their biggest memecoins
short vaporous l2s and vc-backed defi

crypto walking higher despite dollar strength & nasdaq weakness

plenty of traders sidelined hoping to buy $50k btc

i don't think they get it

are we ready for Raoul Pal's banana zone