Andrés Toussaint retweeted
dude who was heavy in AI coins late January started speaking about P/E ratio on DeFi coins and you didn't sell everything?
Andrés Toussaint retweeted
you listened to degenping instead of buying oil stocks and now you're broke and can't afford summer holidays
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Andrés Toussaint retweeted
Not looking bad, BTC should hold 86k here, ETH 2k
I think people are derisking into tomorrow’s data (same move happened last week)
Confidence about $GME pumping while MAG7 is bleeding being a rotation signal from large caps to penny/meme stocks
Late cycle things ($GME pump started mid Jan 2021), we are getting in blow-off top territory imo)
Altseason looks good here unironically
My foresight for Q2
- Equities and BTC chop next week, sell-off into V recovery into sell-off in a loop based on Trump takes heading into April 2nd
- April 2nd Tariffs are announced, not as bad as everyone anticipated, V recovery on equities and crypto
- Market looks for narratives, Trump crypto actions are now bullish, FED rate cut in play in May, slower QT, Stablecoin bill, up only.exe, altszn
- FED meeting comes, no rate cut, sellthenews.exe but dovish Powell gives us another pump into June
- Rate cut in June, sellthenews.exe, will be fully stabled by then
Will look to redeploy in Q4 2025 - Q1 2026
Andrés Toussaint retweeted
This is the kind of people doom bear posting since we hit 78k btw
Bullish at the top
Bearish at the bottom
Andrés Toussaint retweeted
These two will reprice higher at an extremely rapid pace
Once BTC.D drops there will be a massive acceleration for DeFi/Rwa/Stablecoins behemoth coins
They are the only 2 coins which fit the holy 3 criterias:
Fully circulating supply
Stablecoin issuer (DAI and GHO)
Massive revenue which benefit their token
If we get an ETH outperformance, probs 10x from here
AAVE 30b$
MKR 15b$
If you believe we haven’t topped, imo the best coins to DCA right now are the ones generating revenue + native token buybacks + multi-chain
Also the stablecoins narrative is likely to keep growing and there are a very few projects who will benefit from it
$MKR and $AAVE fit both criterias (DAI and GHO stablecoins)
If ETH finally start to run, I think they are the easiest x4-5 to hold mid-term
$AAVE should go to 10b and $MKR 6-7b and these are pretty conservative targets
Andrés Toussaint retweeted
If you want to know why ETH has performed so poorly, other than Solana taking the lead in Q4
It’s simply because it has been a consensus for funds to short ETH for the past 6-7 months and never have to worry about the consequences
Market goes up? Short ETH to hedge
Market goes down? Short ETH because it will tank the most
Currently:
3.5b$ shorts on CEX
400m$ shorts on DEX
2b$ shorts on CME futures
Which is approximately the same $ amount for BTC while ETH is 1/7th the FDV
And that’s only the publicly available data, the real number is probs higher
So when you see ETH/BTC green and wonder why we always get a market wide nuke less than 48h after, it’s because market makers can’t let ETH outperform
The only way out of this misery is a massive bid from whales on ETH, maybe Bitfinex ETHBTC longs nearing 2021 highs and being at current cycle high is an hint, which could spark a huge short squeeze a la GME 2021
But most likely Monday we get another traumatic event and whole market tanks another 30%
Andrés Toussaint retweeted
market makers saw ethbtc was up 2% and they instantly turned their sell algos on
amazing
Andrés Toussaint retweeted
Ansem trying to gild his image by claiming clout for his supposed cycle top call after he led his followers to the slaughterhouse with memes and calling for $500 per SOL.
On-chain traders doing macro threads telling you we are going to $40k.
Zeroed-out traders rage bear posting to make other people capitulate.
2021 class who underperformed the whole cycle and have been calling for tops since August are telling you the top is in.
Down bad large accounts flip-flopping on their market stance every 5min candle and freshly converted to shilling Sonic shitter scams
Everyone is quitting, telling you to preserve capital and touch grass.
Yeah alright..
Andrés Toussaint retweeted
CONGRATULATIONS BITCOINERS!!! $100,000!!! YOU’RE WELCOME!!! Together, we will Make America Great Again!
Andrés Toussaint retweeted
eth no new ath's ever?
less and less people building on the chain and using it
at what point do we just accept that it was a great idea, opened many doors, but failed to scale
Andrés Toussaint retweeted
First of all if you capitulated your coins today, thank you for your sacrifice
Secondly, as we approach these targets:
BTC 105k
ETH 5k
SOL 200
While BTC.D dumps to oblivion and multiple DeFi/Dino coins pulls x4-x5 from here
I humbly suggest you have a plan to cash-out and sit on your hands until September
Andrés Toussaint retweeted
Consider cleansing your following list of the Solana shitcoiners and replace them with TradFi guys
Especially crypto ETF research team members, fund managers.. basically the doxxed black and white face pfp in a suit
The next wave of outperformers will be boomer coins a la $MKR and $OM nobody on CT has a bag of
Andrés Toussaint retweeted
Think I was the only one on CT actively calling $MKR?
$MKR up 25% today
Market is done pricing tokens in term of mind share / memetics / fomo based on some KOL call
It’s a whole new game we are about to enter (thanks to Solana casino implosion and TradFi adopting crypto)
Start thinking TVL/Revenue/Market share
And less about which KOL will drop a call, retarded fomo based on your wallet tracker etc
This doesn’t apply only to ETH btw, doing pretty well with this mindset on $S (thx $Shadow) right now and probs on $SOL DeFi later too once damage from casino is repaired
Andrés Toussaint retweeted
It’s mid-October 2025
ETH ETFs have seen $1B daily inflows for two weeks straight with price hovering around $8,000
LDO stakers get a 31% APY after the protocol enabled its fee switch, thanks to regulatory approvals under the new Trump administration
AAVE is now hailed as the global Web3 bank, with major institutions borrowing billions on-chain. USDC lending APY has surged to nearly 50%.
Your portfolio has hit new all-time highs daily for two consecutive months amid unprecedented global crypto adoption.
Solana trades around $80, with its latest celebrity-backed token launch peaking at a $200k market cap.
The post-war economic rebound, Fed rate cuts and revived money printers have fueled a risk-on frenzy.
Life is good












