I really don't see a reason to be bearish. The HTF trend remains bullish. BTC and ETH are supported by strong ETF flows, and this remains an institutionally driven cycle. The SEC is now committed to bringing US markets onchain and creating a pro-innovation environment, with very clear rules for builders. The biggest economy in the world is behind crypto in a very public way. The US has identified that stablecoin issuers can be their big new buyer of debt, which means it is very much in their interest to pump crypto. Yes, we can top on very bullish news and likely will eventually, but there is little euphoria around imo, and an ever present wall of worry. I've witnessed two years of day traders calling cycle tops. That is just what happens on here. You are mostly better off muting traders whose time horizons don't match yours. It's unnecessary information that you won't action, and will just cause confusion and panic. August might be shit, I don't know, but right now I still think buying the dip, or simply doing nothing, is the right move. One day we will have the conditions for a proper cycle top, but I don't see that today.

I don't know how the macro bros do it. Jobs data was bullshit, so now we have slowing growth signals again, traders pricing in cuts (again), so now we can pump everything?

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.

Wow. • SEC says most tokens aren’t securities • Clear rules coming for ICOs, airdrops, staking • U.S. embracing tokenized stocks, DeFi, and super-apps • Self-custody protected • “innovation exemption” for crypto start ups The default regulatory approach is shifting to allow, and encourage, on-chain as the future norm. U.S. financial markets are going on-chain. You are simply not bullish enough.

The prediction that Fluid will overtake Uniswap in volume by eoy is going to happen.

CT continuing to long PUMP

TL;DR: $HYPE is cheap, you don't have enough, and probably still don't get it

$HYPE has done a fair bit of consolidating whilst all metrics have surpassed ATH. Time for the next leg I think.

I first started using @pendle_fi in early 2023. Two years later they have $7B in TVL. Nothing but admiration for Pendle, TN and the team behind it. I suspect I will be a Pendle user forever now, and some of my net worth will always be earning yield on there.

"4 year cycle will play out again." "There are no more cycles. Up only with smaller corrections along the way." Where do you stand right now?