tbh CRO/crypto.com is, for the last few years, vying to quietly earn its way onto the mt rushmore of crypto scams/grifting/financial-engineering-optics olympics. absolute clownworld.

more bullish foundational stuff being poured for link. shouting it til my throat bleeds: i have extreme conviction that link the next few quarters isn't the same opportunity cost hell it was from defi summer through this past year.

quick ramble regarding the rest of this bull run -- i think the popular adage: "markets can stay irrational longer than you can stay solvent" can be adjusted to: "markets can stay irrational longer than you can stay sane" i feel deep down in my plums that this bull run doesn't offer a neat parabolic blowoff sometime later this year that everyone wants so they can go rest and check out for two years. i think there's a real chance it drags out deeper into 2026 (or beyond?) than anyone is mentally prepared to endure. maybe 2027? why not 2028? if the 4 year cycle is busted and we're potentially in a credit cycle that's meaningfully pushed back, and there's a new ongoing tradfi bid paradigm, why not? expectations are everything, and people would go insane. in this scenario, we'd get pumps in fits and bursts, and periods of deep pullbacks and sideways that last longer than anyone anticipates (remember when we did a year-long grinddown in 2024?), and make people question everything. i think a reasonable plan is to not sell a B+ "good enough", sell like a very mediocre C/C+ version of "good enough", reserving a small but significant amount to stay exposed. although you already got your nut and took most of your chips off the table (albeit at a C/C+ level. womp womp): 1) if things go absolutely bonkers down the road, you're covered, and end up getting to an B+/A- anyway, without needing to sweat every drawdown on the way. if you got most of your nut, you're way less likely to panic sell a bottom. 2) if things unexpectedly fall off (black swan, dumb trump stuff, saylor liquidated, treasury ponzi ends, whatever), you already got your C+ out, and if you dust out what you have left, it'll probably bring you up to a B and ultimately, a B out the door is gonna outperform 99% of folks on ct.

bottom not in til people start unironically charting btc to below iran/israel WW3 fud levels

- It’s April 2026 - The usual suspects are posting their 5th 2021 double top fractal in as many months, alongside being “worried about this weekly” - BTC is 154k, having failed to break above 160k

people say markets are efficient, crypto is efficient, etc similar to eth's setup, there's a telegraphing of billions of buy pressure coming to sol kinda looks, feels, smells, and *tastes* like a free ride to 250-260 tbh

update:

i only post this unironically every few years, but: bankers are literally trying to steal your bitcoin right now

yup. eth going back to ATH isn't a "breakout", it's just the early part of a mean reversion trade. if you want more out of this cycle, you can have eth and alts continue to do ok (commensurate to btc), but what you really want is continued BTC-lead rallies and strength. period. also, if you want eth to go to 10k or some theoretical big number, you don't want some big flashy alt surge past ATH - similar to us passing 4k, you want the ATH break to be a complete non-event. you want price to move like some hulking indifferent colossus that's grinding price up w/o regard for fanciful milestones or expectations, just like BTC did after its ATH, or the 100k round number. a market where btc hits 200k+ and eth hits 10-12k+ or whatever doesn't pop bottles and roll liq to alts according to a script at prev ATH; it doesn't celebrate getting to base camp.