Crytpo tides are shifting from the pnd bundlers to the bulltarded believers and it's time for traders to adjust their mental models and behavior accordingly. The new phase of the market will turn bundlers into fumblers, the scalpers into second-guessers, and routinely rugged bag holders into the ridiculously rich. This is a welcome and necessary shift. The last 18 months have been an exhausting exercise where aping a large supply of newer launches at sub 100k market cap and dumping them if they hit a few million was rewarded. Some were fortunate to hit a huge runner only to round trip by failing to take profits as long term holders, especially of larger market cap coins, were mercilessly punished. Just look at the Punch and Penguin charts and imagine someone top blasting with size thinking those tokens would pull a PNUT but instead getting rekt. The ones who did well during the bear market hyper-rotation games either have elite skills, instincts and timing, or more often, are multi-wallet fnf bundlers, or outright scammers. Aping new pairs has never been +EV, but it's going to be even less rewarding to focus on new pairs moving forward. This is bad news for platforms like pump fun and very good news for the average market participant. Of course there will be exceptions to the rule and notable instances of people buying tokens sub 1M market cap that go to 9-10 figures, but this will be the exception and not the norm. More likely those folks who hit it big a new pair will have been preconditioned to sell way too early. I can close my eyes and envision the slew "iF i HaD jUsT hElD i'D bE a MiLliOnAiRe" copium posts. They're coming. During the bear market, the last 6 months especially, buying a token after it hit a few million market cap was a surefire way to lose money. The liquidity, bids, and MMs couldn't/wouldn't support a chart beyond this threshold. Many developed PTSD buying coins in the $1M-5M range, watching these coins fail to find support and trend to zero, and the psychological effect of this created a negative price action feedback loop where if you happened to be a large holder of a token that reach a 7 figure market cap you were incentivized to dump your whole stack or risk round tripping and look for a fresh pair. This behavior benefited weak-handed, short attention span, multi-wallet fortnite zoomers and the expense of people who used to buy and hold tokens for months and watch their PnL go upwards parabolically. However, in this new phase of the market, buying a token that has already hit a few million market cap and reached some minimum consensus and amassed a good group of core holders is where the bulk of insane PnLs will come from. The hyper-rotation reward dynamic is pulling a perfect 180 in real time. Patience is now beginning to be rewarded at the expense of the impatient. Look at the $Cashcat and $AI charts as two recent examples. Anyone whose game relies on hyper rotation is likely going to enter and exit some generational positions for a paltry PnL, end up chasing large caps at the later stages of the bull market and end up back near zero. As someone who personally does well developing a thesis and holding for longer time frame and who got chopped up trying to play the hyper rotation game - as many did - I am eager to return to the conditions where patience and planning yield max PnLs and the fidgety FSH practitioners are punished. Welcome to the 2026 bull market. Time to adapt. Bulltardio

Speaking of the Concorde I see no good reason why Elon can't / won't eventually make a SpaceX commercial jet that far surpasses the capabilities of the Concorde

I'm basically all-in $SNAP in tradfi and $BONER and $AI in crypto and I expect anywhere between 15-100X returns Feeling comfy

Funny thing is, $SNAP has all three -Proprietary Data? EXABYTES worth of proprietary UGC (images/videos, messages, and spatial data) -Network effects? Yes, thanks to its ~1B user social network -Physical component? Snap Specs AR glasses with its proprietary OS and robust, best-in-class features And yet the market still values SNAP less than software companies whose moats are quickly evaporating. For example Adobe $ADBE is supposedly worth almost 10X what Snap is (~$95B vs ~$10B) despite its core products being reverse engineered with AI, which could significantly harm its business. Soon people will recognize that Snap has this rare combination of competitive advantages (proprietary data + network effects + hardware component) in a world where software development alone is no longer a differentiator. An upward repricing on $SNAP is inevitable and imminent. $SNAP to ATH sooner than later.

This is solid advice. Whatever you do never buy or use a ledger as I've been saying for years

Good ad. The best part is that this ad actually helps Meta competitors, primarily $SNAP Specs. How? The message conveyed here is you can swap out the phone for smart glasses and remain present. It's smart phones vs smart glasses. While this is a Meta smart glasses ad, the viewer is left with the notion that smart glasses are useful and it actually translates as an ad for smart glasses in general. In essence, Meta's ad spend is building awareness of smart glasses category as a whole. Which other products stand to benefit from this messaging? Snap Specs. When it comes to buying new devices most people tend to compare products. By all accounts Snap Specs are technologically superior to Meta's smart glasses in almost every way and Meta traded a better form factor for a limited feature set. It's my strong opinion that anyone looking for a viable smart phone replacement, which this ad hints at, would likely choose Specs due to Meta's limited product functionality. Regardless, Meta is spending ad dollars and unwittingly helping competitors like Snap by spreading awareness of the category. Spiegel should send Zuckerberg a nice thank you gift

Imagine trusting a Ledger device in the Big 26

$SNAP ascent to ATH has begun

I just sold all my crypto I’m not gonna be the idiot that watched AI decompile and solve code as we know it and not think it’ll have an effect on digital money Happy to be wrong and buy back later but feels like Russian roulette

Hate to be a cynic but I tend to view nearly every public "I clicked the wrong link" or "I got robbed" or "I got drained" story this way. A good % of these are just tax avoidance strategies

Let's consider who/what @bonkguy is laughing at here I personally think $SI is a whack narrative and haven't bought, but let's play a thought experiment. Picture a small account, low 5 figures, putting a decent % of their (say 20%) of their port into $SI around $40-50M MC. He follows Bonk Guy who said it's going much higher. Here's Bonk Guy's thesis saying good chance SI is bottomed around $40M. "The next leg up will be glorious!" So the small account buys. But price isn't exactly going up like Bonk Guy is adamantly saying, it's going sideways and down. "Dang ok, it'll bounce back soon. No need to sell for a loss" he thinks to himself Then all of a sudden he sees the top holder with over 2% of supply say he's gonna nuke his stack in 5 mins. If the top holder dumps his whole position there's barely enough liquidity to handle the sell without killing the chart. Put aside the questionable legality of this move but do you take him at his word? If TH is serious it could do serious damage to the small guy's position and damage his port significantly, all while he's fighting through a ruthless market for modest gains. "'Maybe he's bluffing" he thinks Then the top holder starts selling. "Dammit he's serious, I can't drawdown more after fighting so hard to go from mid 4 to 5 figures", and so he sells before it goes down another 50% SYKE! The top holder was just trying to shake you out! You're such an IDIOT bro!!! "lmao" When the #2 holder of SI, Bonk Guy says "lmao", he's laughing at a morally questionable move by a guy worth 7+ figures who probably shook out a bunch of people like I'm describing. This is who he's laughing at among others Funny stuff huh Bonk Guy, do you think God approves of lying about selling in this manner to trick others for one's personal financial gain? No need to reply. A lot of people on CT and FOMO look up to you, but not if you support this these type of antics and laugh at the expense of people like I'm describing. Be better