Overdose

Yearly PNL:
- $BTC: -5.6%
- $ETH: -11.7%
- $SOL: -34.6%
- $BNB + 23.2%
I will quote this one again on 2026, maybe this time with $ASTER?

The biggest catalysts for memes in 2026 can be $DOGE finally getting an ETF
Wait and see

2026 utility coins will retire many people
AI is now 100x better than it was in 2023-24
Yet most of the AI utility coins that broke 100m were launched during 23-24.
There's a big gap that has to be closed, and a lot of $$$ for those who'll stay locked in while others afk

Serious question:
If most of us agree that the setup of this bull was significantly different from the previous cycles
Why do everyone think that majors like $ETH, $SOL and $BTC will go 60% down "just like any other bear cycle"?
Food for thought

Sometimes the biggest mistake in crypto is thinking too much.
I ignored a few narratives this week.
The market was weak, and I naturally I overanalyzed them to be on the "safe side"
Turns out the market accepted them anyway - and they’re outperforming everything - yes, even in this shitty market.
For me it's actually the best outcome I could get - the trenches are HEATING UP again -> and some coins are getting decent bids.
Researching a few interesting tickers now.
More about that soon.

This time it's different
Sorry, it's not. Every time that the timeline was so toxic - we were able to find the biggest cooks while most of them were crying..
The highest quality coins launch during the most boring times, and it's easier to find them because there are not many new launches..
My job? To find all of them for us.
LOCK IN

What are the best buy signals that you see on your timeline?
My favorite is:
"CrYpTo Is DeD"

$ETH prices on Christmas since 2020:
2020 - $1,848
2021 - $4,100
2022 - $1,222
2023 - $2,260
2024 - $3,480
2025 - $2,920
2026 - ?

People rather bid metals at ATHs
Than look at crypto while BTC and Altcoins are bleeding and present a decent R/R..
Just shows you that not only degens chase green candles -> but the whole world in every single industry.
The only tek that matters is the chart

Think about the rotation
When (and if) Gold and Silver finally cool off,
do you really think that capital just disappears?
No.
It looks for the next asymmetric bet.
And with everything hitting ATHs except $BTC,
the digital gold trade has rarely offered a better R/R.
Few

The same people that told me crypto is ded in 2022 are telling me it's over, this time for real..
I beg to differ

It's a bear market but everything goes up except for crypto