Brain Dump
It seems eth is ready to make an explosive move after a 4-year consolidation
The macro is breaking. Elon is screaming about the bill, the debt is going through the roof, rates are still high. It's time for the money injection and rate cuts.
AI is coming fast and hard and I don't think anyone IRL is prepared. Layoffs are going to be coming in the short term. In reality I think this is great for crypto as this is the one place people can actually still make generational wealth without building an AI app
SPX has shown crazy strength, and kudos to the community, but I have my concerns of Murad selling cascade in the future
"Smart money" is selling Fartcoin when in reality smart money was selling at $1.50. I would argue this is now mid money selling and I will be looking to buy again soon.
Catwifmask is showing good strength, but the liquidity to mcap makes me hesitate
The cruise meta is prob short term as the knockoffs are endless, but love the creativity coming back to the trenches
I like adding Titcoin and Troll right now as no one is really talking about it, but it has all the ingredients to be cycle winners
Fuckcoin got some love from Ansem yesterday, which increases its chances for staying power
ICM meta never made sense to me, so with it struggling, I have a hard time believing it can have a significant 2nd leg until the core problems are solved.
In sub $1m tokens, I like Pharma. At $500k + community + long consolidation + multiple 80% dips and great concept they seem like they will break out in the future
Mr Lean is a lottery ticket as Mr Beast still has it is in his profile, so the upside is unmatched for a $200k ticker
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