Your edge is that you know crypto is inevitable, whilst a lot of the world still thinks it’s a scam. Don’t waste that opportunity.

Bitcoin: $0.06: 'Magic internet money' (2010) $32: First 'bubble pop' -94% (2011) $266: Cyprus bank crisis boost (2013) $1,242: China's first ban (2013) $86: Mt. Gox collapse (2014) $20K: 2017 retail FOMO peak $3.2K: 'Crypto winter' bottom (2018) $3.8K: COVID crash (Mar 2020) $69K: ATH pre-FTX (Nov 2021) $15.7K: FTX collapse (Nov 2022) $42K: GBTC unlock fears (2023) $48K: ETF approval (Jan 2024) $100K: We are here There is no second best.

The last two times XRP had a monthly god candle: Dec 2017 April 2021

No holder base actually deserves it more than the $LINK marines. It's happening tonight.

Welcoming a new little degen into the world. Over the moon ❤️

Sold the gold I had earlier. Seen enough euphoria and fomo. I don't care what narrative is being spun about nations buying or death of fiat etc. Normies queuing up for gold bars like its a trainer drop is not a signal I'm going to ignore.

$LINK is one of the few coins that has done very well in the last 24 hours despite the TRUMP liquidity black hole. The monthly chart looks phenomenal. RSI on the monthly hasn't gotten above 70 since Jan 2021 - it's close at 67 now. The last time it was this strong it ran 375% and made an ATH of $53. The time before that, when RSI was at those levels, it ran from $3.50 to $20. Fundamentals are stronger than ever with Swift and almost every major financial institution partnering with them and going live in production with real products. 2025 is going to be a big year. Buckle up.

Unlocks happening in July. You may want to save this.

Since this image started circulating $LINK has started outperforming again. It's not a coincidence. This is the single best marketing image I've ever seen for $LINK. You look at the image and your brain instantly says "I need to buy $LINK "

I had assets and DeFi positions open on both Solana and Ethereum when shit hit the fan last Friday. I had zero issues using Solana. Ethereum was unusable due to the costs as it always is during market crashes + Rabby also went down. ETH maxis should be much angrier about the performance of their L1. Solana is the most performant and reliable chain under load that we have in crypto & the SOL valuation doesn’t reflect that.

$458M raised in total from a lot of the big boy VCs. $942 chain revenue in the last 24 hours. Many such cases.

CEO of a crypto research company thinks these are the $LINK buybacks. This is who you are trading against 🤡

I spoke with @0xdrej in January, and since then @getgrass_io has grown from 500k users to 2.5M+ and become one of the most anticipated crypto x AI projects in development. I interviewed him again last week. Here are 10 BIG takeaways 🧵

Solana just did $12.3B in DEX volume over the last 24 hours. More than all other chains combined and more volume than any chain has ever done in one day. It handled the President of the United States launching a coin with no problem. It has become the first chain in crypto history whose growth isn’t being hampered by scaling issues and is handling the demand coming its way. A massive engineering feat in a short period of time if you remember how badly the chain struggled a few years ago under load. It remains very undervalued and will continue to rerate upwards in line with its growing fundamentals and network adoption. And if you fudded the bottom last week, then you should probably find something better to do with your time, because I don’t think crypto is for you.

Hyperliquid must overcome Binance or crypto will remain niche. Black box CEX with poor risk management, doing their own deals with MMs to manipulate most assets is not the future of finance. That is a rigged game that very few will continue to play.

Feels like I haven't properly celebrated this on the timeline, so let's change that. $HYPE is now at $55 and chadding in price discovery. It's my largest holding, and I have held almost the full position from buying on day 1 of TGE + airdrop. I am fully deployed in various HyperEVM protocols and natively staking. $HYPE is the most unique asset I've seen in all of my time in crypto. The combination of PMF (in an enormous category), vision (all of finance), distribution (builder codes + HIP-3 to come), growth, and tokenomics (token value accrual and community alignment) are truly one of a kind. Jeff's execution will be studied. Don't be afraid to dream a little bigger ($800 per point). Hyperliquid.

I think this is a pretty big deal for Chainlink. Despite some on CT not really paying attention, Chainlink is one of the biggest growth stories this industry has to offer, increasingly more so as institutions come onchain. $LINK is the type of ETF that could do quite well, as its likely to be popular with an older retail audience that like to invest in tech through ETFs, and inevitably going to be popular with institutional capital buying the "AWS of crypto" narrative.

Possible second order effects from Trump's win: • BTC becomes a US strategic reserve asset • New regulatory regime will make it much easier for tokens to capture value from their protocols • Token classification framework could shift from "most tokens are securities" to "most tokens are commodities" • Useless DeFi governance tokens that have PMF become much more attractive investments • Less fear for entrepreneurs starting crypto businesses and launching tokens which should increase innovation • Banks will be able to much more freely provide services to crypto start ups • Banks will be able to interact with the crypto industry where they couldn't previously - institutional custody rules might significantly simplify • Stablecoin issuance shifts to banks, leading to bank-branded stablecoins • US citizens stop being blocked and excluded from everything crypto related • Solana ETF to be approved now None of this is priced in. Much higher.

Top coin in the Top 100 over the last 24 hrs. Rise up LINK marines. It's happening tonight.

I don’t think any of us are bullish enough on Hyperliquid. You have a business making more than the Nasdaq after a few years of being live with 11 employees. And 97% of the revenue is used to buyback the token, alongside many other token sinks and massive aligned ecosystem partners adding their own ongoing buybacks to the demand side. We’ve barely scratched the surface of the potential TAM, and have endless front ends being spun up to funnel new users into Hyperliquid. I’m pretty sure there’s never been an asset like this in history. No one in crypto has seen anything like this before. I’m really not sure we are bullish enough.

AI agents truly are the main new primitive (at least from a speculative point of view) this cycle. AI that is understandable to retail and has some PMF. Some stuff I own currently: • $VIRTUALS • $AI16Z • $ZEREBRO (still believe this comes good eventually - I like to bet on devs that continue to ship) • $AIXBT • $SEKOIA Things I don't own but like the look of and may pick up: • $GRIFFAIN • $PROMPT (not out yet, but can earn via PRIME staking) The pace that this vertical moves requires non stop attention. I've mostly been off for the last week, and prefer to hold on the infra/established stuff, as I can't/don't want to babysit coins that are entirely attention based + it is so easy to be wrong picking agents. But if you have the time and are looking to grind in the trenches then there are so many small agent coins that are going from 0 -> 10-100 million very quickly, so this is where you want to be. Last cycle every NFT mint was going from 0.1 -> 2 ETH basically instantly. The NFT mania won't be quite the same as the AI agent bubble, but there will be similarities in terms of the retail behaviour. I think we will get to the point at max froth where a similar thing is happening with newly released agents, and established agents can hit ~$2B depending on the level of speculation we get + their utility. I don't see why the infra doesn't go a lot higher, as market is repricing them as AI L1s, but need to monitor the number of agents being launched alongside the protocol revenue being generated to ensure growth is remaining steady. Virtuals doing $50M+ in revenue in the last 90 days is pretty insane. Overall, I still believe the AI sector is going to grow massively in 2025, and the agentic sector is currently the most retail friendly segment of that vertical, which is still very nascent ($12.9B according to coingecko). AI agents will be responsible for the majority of transactions on blockchains in the coming years, so this is all far earlier than any can imagine right now. Feel free to shill me other agentic stuff in the replies. I am certainly not as up to date as many of you and have a lot to research still.

There's no one I want to win more than the LINK marines. Chainlink has carried this industry on its back at many points over the years. People call Chainlink a dino coin, which couldn't be further away from the truth. I would argue no project in crypto has shipped more and developed more products to help crypto go mainstream. Sergey has single handedly brought more of the world's largest financial institutions onchain than anyone else. No project has a bigger moat than Chainlink, and that gives them very strong earning potential. They have already generated revenue in the hundreds of millions, and this is before these giant institutions have started using blockchains properly. This is the institutional adoption cycle. No regulation stands in the way to stop banks creating products onchain, and arguably Chainlink stands to benefit more than anyone else. The final piece of the puzzle missing was value accrual for the token. Token buybacks have now started, and this will be the start of connecting the success of Chainlink directly to the token. It likely won't be huge numbers initially, but is a big signal that LINK is moving into a different era. Throw out what you thought about LINK in the past. It's not relevant. The flip is switched.

Seeing a lot of Solana angst on the timeline. Obviously SOL will be outperformed by many things till the cycle end, as it dominated for 18 months and ran from 8 to 260. But if you are a SOL holder right now then you need to decide if you are willing to play the max rotation game or not at this stage in the cycle. I do think many will try and gamble their SOL for more, which is fine if you are right with your rotations, but will be a disaster for those that get it wrong (loss of capital + tax liability). Many people frittered away their ETH last cycle in an attempt to make more. Think it's worth emphasising there is nothing wrong with SOL here. Fundamentals are stronger than ever. It can't just go up all the time vs ETH and BTC. Entirely possible it has put in cycle tops on those two pairs, but still does fine on the USD pair (anywhere from 2-4x is my guess). Can also see the argument for a new high against both later in 2025. Many catalysts can support this, and not everything will play out exactly like previous cycles. A lot of people are pattern matching ETH/BTC from last cycle, but the market conditions and adoption phase is different for Solana. Still some silly ETH maxi comments that think SOL was a trade, and that it's somehow over now for the chain. Solana is here to stay, it's not going to zero. If you put your bias aside for one moment then I think that's very clear. They have attracted more devs in 2024 than any other chain (see latest @ElectricCapital report). That is an extremely significant signal, and the healthiest metric you could possibly have as an L1. More apps, more chances of breakout apps that eventually end up making the current SOL valuation look cheap. Unlock fud will pass within the next few weeks/get priced in (probably is already), and more talks of ETFs will take over in Q1. Maybe BlackRock even files then. It's inevitable that Solana will onboard institutional capital and have that passive bid as well. When it starts in 2025 is just a little unclear right now. Solana is also going to be one of the biggest beneficiary of the AI agent bubble which is going to grow exponentially from now until 2025, alongside other sectors like DePin and DeFi is still going to mark up a lot on the chain. There is no need to feel sad or feel worried. Again, CT always over indexes a few weeks of bad PA. SOL has established itself as a blue chip crypto asset. It survived the fall of FTX, and rose from the ashes to become the most used L1 out there in respect to volume and users. Any emerging L1s that wants to replace SOL at the top will have to go through hell and back to prove their anti-fragility. Proof comes in the bear market, not in a bull. In my experience, all of the Solana devs and ecosystem see themselves as massive underdogs still. There is no complacency here whatsoever. They absolutely do not think they are on top, and this attitude makes me believe Solana will ensure they keep pushing to the max. I say this as someone that is no maxi of anything. I see the merits of Ethereum, move chains and the exciting emerging L1s like Hyperliquid, and have investments in most of them. Maybe there is a bit more capitulation to come, or maybe the fact the whole timeline is suggesting SOL is over is a sign we are putting in a bottom. I dunno, and can't do short term very well. But just chill with the long term sensational takes based on a few weekly candles that ignore all of the fundamentals.

Some more LINK bull posting. The fees CCIP will generate via Swift and the DTCC is not priced in at all (completely confirmed partners, with live products in the early part of their life cycle). Probably hard to find a more mispriced asset on the market based on genuine fundamentals, not speculation. They’ve got the monopoly on the kingmaking TradFi institutions that are responsible for moving and settling all of the world’s value. This is as big of a moat as you will ever find. Ironically, this is the use case the XRP army think they’ve invested in. Further shows how attractive LINK is going to be to regular investors once they finally work out that this is the real “bankers coin” they are looking for. A lot of marginal buyers. Nothing in the entire space has anywhere near the revenue generation potential right now. There’s a reason no VCs ever talk about Chainlink. You genuinely don’t have to do anything. LINK will rise up the rankings because fundamentals eventually take over, especially with US regs in the clear. The “token not needed” crowd are going to have a very bad time from here on out. The token will capture all of the value, and Sergey will be flipping the switch. We will get another boom bust cycle again, but Chainlink is king made at this point, and one of a handful of tokens you could comfortably hold right now for the long run if you didn’t want to play the volatility.

Tom Lee is an absolute mad man. He's raising another 20B to buy ETH. As long as we have a massive telegraphed bid for ETH you simply remain giga bullish. This is fun.

Solana just followed Mr Beast... World's biggest creator with more digital distribution than any person/brand about to launch a coin on Solana? His whole brand is built on money games, so it would make a lot of sense. There is so much he could do with a Mr Beast coin. Feels completely and entirely plausible based on Trump opening up the path now. Obviously this is just speculation, but I am fully expecting this size of celebrity/public figure to be launching coins in the near future. I think we have entered into that period in the cycle where you wake up every day and somehow the previous day is matched or outdone by more insane events.