Tushar from Multicoin just dropped some absolute heat on Bitcoin's new regime shift 🔥
The guy who led $SOL's seed round (after getting wrecked on EOS lmao) is saying we're not in a bounce — we're in a full regime change. His heuristic for calling bottoms? Stop reacting in the moment and zoom out.
Wild takes:
- Satoshi didn't build this to move dollars around. Bitcoin isn't Venmo.
- AI just murdered blockchain pseudonymity (RIP privacy theater)
- Hyperliquid keeps eating market share for a reason
- The deficit spiral? That's literally the bull case now
Also: "Never own your tenth best idea" is the most underrated alpha in this entire space. If you're holding bags you don't believe in, you're ngmi.
Btw he was a $ZEC bear for years then flipped. Monero for privacy, Zcash for narrative. The Zcash bug story is wild if you haven't heard it.
TL;DR: Everything changed. If you're still trading like it's 2021 you're cooked.
The guy who led $SOL's seed round (after getting wrecked on EOS lmao) is saying we're not in a bounce — we're in a full regime change. His heuristic for calling bottoms? Stop reacting in the moment and zoom out.
Wild takes:
- Satoshi didn't build this to move dollars around. Bitcoin isn't Venmo.
- AI just murdered blockchain pseudonymity (RIP privacy theater)
- Hyperliquid keeps eating market share for a reason
- The deficit spiral? That's literally the bull case now
Also: "Never own your tenth best idea" is the most underrated alpha in this entire space. If you're holding bags you don't believe in, you're ngmi.
Btw he was a $ZEC bear for years then flipped. Monero for privacy, Zcash for narrative. The Zcash bug story is wild if you haven't heard it.
TL;DR: Everything changed. If you're still trading like it's 2021 you're cooked.