Sweevie retweeted
Last cycle's biggest memes all looked dead at two months old.
By day 60, PEPE, WIF, BONK, FARTCOIN and the rest had each already come back from two or three drawdowns of 50% or more. Today's leaders on Robinhood Chain and Solana are on the same track.
Look at the blue box in the bottom left. The dashed orange icons are last cycle's winners at two months old, the blue ones are today's leaders. They sit right alongside each other.
What came next is the part most people seem to forget during these drawdowns. From day 60 to their top, the winners grew a median of 15.9x, and they had a median of 4 more drawdowns along the way. Every single one went through at least one more 50% drop before it topped and nobody got the 15.9x without sitting through the drops.
Worth mentioning: This only includes coins that went on to win, so it's what winning looked like, not how often it happens. We'll be tracking these leaders daily.
More of this
In less than 2 days, this lucky trader turned $754 into $271K — a 357x return!
Trader 0xf349 spent just $754 to buy 5.1M $CZ yesterday, which is currently worth $271K.
Over the past 2+ months, he traded 260 tokens, with a 31.88% win rate, and lost money on most of them. But he got lucky with $CZ.
Maybe this one trade is enough for him to retire.
Wallet: 0xf3498683bead7f8d7f0278d1d39d09fe341fddee
Sweevie retweeted
It’s been a minute since we wrote a macro memo, we were overdue for one.
Here’s the latest in what we’re thinking:
citriniresearch.com/p/macro-…
Sweevie retweeted
my favourite time to post on here is before everyone gets rich. trying to be a light during the depression and fanning the flicker of hope as conditions begin to change
it feels like the most impactful time to reaffirm ppls conviction and belief. it's also the best time to be demonstrably correct and morally better to bull post when i actually believe the ROI is good
when everything is up a lot i kind of hate it here, so im going to have as much fun as i can before that inevitably happens again. don't forget me when you're all rich and i log off again bros
Sweevie retweeted
Unironically as of today I am the most exposed I have been in a while.
$ZEC remains the strongest coin in the market, always recovering fast and the privacy narrative is still well intact.
$MET is undervalued. They done $2M in fees yesterday.
$OOB has a great PMF for the future, with tether leading their rounds, and also a $50M treasury.
Opportunity is out there, there is people telling you to lock in at the top, but on days like today is where you should be behind your monitor.
Sweevie retweeted
On days like this you’re reminded why playing your own game matters. If you don’t build your own book and your own thesis, you end up reacting to everyone else instead of executing your plan.
Having your own framework is what lets you know what to cut, when to rebalance, and where to rotate. It keeps you out of other people’s emotions and coping cycles.
