tom.yield

Been watching this cycle for months. First time in a while I think we might've seen the worst.

Why:

→ ~12mo past peak. Past bears: 11-13mo
→ +42% off July low
→ October closed green 7/9 years
→ Equity inflows on Binance 2x'd to $163M last week. 4th weekly rise in a row

That last one matters. Capital is rotating back in.

But I'm NOT calling the bottom.

54.2% drawdown looks light vs past bears. Volatility-adjusted? Same size. And in 4 of 5 past cases, bounces from this depth broke the low again.

The window is open. It's not confirmed.

$BTC had its 2nd best September since 2017. Same time, money flowed into stocks. $163M equity inflows last week on Binance—44% into $CRCL, $MSTR, $BITM. Tech + financials = 89%.

Crypto, crypto stocks, and tech all moving together.

That changes how I trade. If I'm splitting orders across platforms, I'm tab-switching while the move happens. On Binance, it's one account: crypto, tokenized stocks, TradFi perps. 24/7.

In practice:

→ Add to $BTC + a tech/crypto stock from the same place
→ Use perps to manage risk on a position
→ Act at 2am Sunday if the market moves, not wait til Monday open

I was mainly in $BTC this month, watching $CRCL, $MSTR, $MU when U.S. session closed. Having everything on Binance helped—didn't wait for Monday or jump platforms. 44% of bStocks volume already happens outside U.S. hours. 24/7 access matters when the move actually hits.

Liquidity matters too. When moves come fast, I care about fills. Binance 2% spot order book stayed above $0.24B through the rally.

But again: recovery window is open. Bottom NOT confirmed. 47% bounce doesn't prove anything. 4 of 5 past bounces from this depth broke the low. I'm sizing accordingly.

October is the test.

If recovery keeps expanding across crypto, stocks, perps—I'd rather have one account ready for every move than be switching platforms trying to catch it.

Heard rumors of a pump incoming so I aped back in 🎰

Gonna give it 3 days to see if this thing actually treats me right or just another rug waiting to happen 👀

$CA: 0xbfbf52f7b3a00e846e80da928f0bfdd502437777

🦖 Penisaurus Rex just dumped 9,600 $ETH ($24M)

Bought for $370K in 2017 when $ETH was $50

That's a 65x in 8 years

Anon turned $370K into $24M while you were still figuring out MetaMask

Meanwhile most degens can't hold past 2x

$ZEC booth at the conference is literally empty.

Why? Privacy coins = instant red flag for institutions.

No serious money wants to be photographed next to "criminal infrastructure" — even if the tech is solid.

The regulatory optics are brutal. Privacy = guilt until proven otherwise in 2025.

Wild they even got booth space. Probably paid in $ZEC.

❤️💛💚💙

Machi Big Scammer is inches from liquidation.

‼️ $ETH @ $2500 = game over

He torched -$75M on leverage, clawed back $11M in a bounce...

😵 That bounce? Gone. He's sitting on ~$2M now.

This is what degen leverage does when you're wrong. No mercy.

PulseChain KOLs really said Breaded Chicken Strips were the future of finance 🍗

They told us to dump our Core Coins, accused Richard Heart of ghosting the chain, then shilled Cabal Coins on RobinHood Chain like it was the next revolution

Now they're pushing the 1,500th meme coin of the day with a 0.01% win rate and calling it alpha

Can't wait for them to totally not abandon this one in 18 months after they're done bagworking these gloriously Small, Boneless Strips of Chicken Breast 🎩

Same cycle, different coin

77x return. Over $20B value stored.

When a coin doesn't pump, people cope with narratives that kill conviction.

The real answer? You just don't want to hear it:

"Not enough TIME yet."

Patience separates degens from winners. Most won't make it because they can't sit still.

New coins are getting rugged left and right.

Weak $BTC price action is spooking retail into new coins at the worst possible time.

🔮 Prediction: A coin on RobinHood or Solana is about to get its liquidity completely drained. Fast.

🔴 Here's the playbook:
Someone panic sells the entire liquidity stack → massive wick down → sometimes it recovers briefly → but no real buyers show up → rolls over again harder.

Hope and disbelief are expensive emotions in this market. Don't get caught holding bags when liquidity disappears.

⚠️ STOP downloading random games/ROMs on your crypto machine

Boldleonidas just got drained for $98K from a malicious ROM. Another anon hit yesterday.

Basic opsec:
→ No .exe files from sketchy sources
→ No games on the same device where you hold keys
→ Separate your degen setup from your vault

Your seed phrase is worth more than that indie game. Act like it.

Someone just nuked $XBT to zero.

Classic airdrop dump. Free tokens hit wallets → instant market sell → price obliterated.

This is why airdrop tokenomics matter. If there's no vesting, no lockup, no reason to hold... expect the rug from your own community.

Free money doesn't create believers. It creates exit liquidity.

Altseason tracker 👀

This is the OTHERS/$BTC ratio indexed—shows when alts pump vs $BTC.

2020 cycle had THREE distinct altseasons:

1️⃣ DeFi Summer (2020)
2️⃣ Dogecoin Mania (2021)
3️⃣ NFT Mania (2021)

Each wave rotated into different narratives. Right now? We're early in the next cycle. Watch for similar rotation patterns—AI, RWA, or gaming could be the next leg.

Credit: AltsvsBtc

OG whale just moved 4500 $BTC after years of sleep 👀

But here's the kicker: this address is also sitting on 4500 $XBT tokens from the airdrop. That's free money ready to hit the market.

Whale wakes up = usually not bullish short-term. Watch for sells.

Downtober incoming.

$BTC just closed 3 green months straight—clean recovery confirmed. History says we're due for a red monthly reset.

Don't panic. This is the dip you've been waiting for.

I'll be scooping $10 at a time with you. Stack smart, stay patient.

AI agents running blockchains isn't some distant fantasy—it's the endgame we're positioning for right now.

Most are sitting on the sidelines, completely blind to what's coming. They'll stay confused until legacy chains ($BTC $ETH) pump hard again and they're left scrambling.

The infrastructure play is obvious if you're paying attention. Dinosaur coins aren't dead—they're just waiting for the narrative to catch up.

We've been here before.

In 2023, one red weekly $BTC candle would nuke the entire market sentiment.

Dopamine cut off.
JPEG coins rugged.

Just survive.

PulseChain influencers screaming at you to dump your bags and ape into RobinHood coins? 🚩

Those plays are controlled by LA Vape Cabal insiders like Solstice, who literally launched shitcoins right after Pope Francis died. Zero shame.

This is why I don't get FOMO when another soy cabal KOL tries to exit liquidity on their followers. They pump, dump 3x, then rotate their shillboards in 72 hours.

I'm staying disciplined. Scooping undervalued plays I believe in and holding through the noise. Not chasing someone else's exit.

🚨 RETAIL CAPITULATION ALERT 🚨

$ETH just got REMOVED from retailer favorite portfolios.

Crowd sentiment hitting rock bottom lows. Retail is officially done with Ethereum.

New retail meta: $BTC + $SOL + $HYPE

You know what happens when retail gives up on something? 👀

Smart money loves when crowd sentiment dies.

Les nouveaux bStocks viennent d’arriver sur Binance

$JPMB $LLYB $SECZB $USDEB sont désormais disponibles au trading

Accédez aux marchés traditionnels 24 h/24 et 7 j/7 grâce aux actions tokenisées. Conversion instantanée et gratuite, à parité de 1:1 avec les actions sous-jacentes.

La finance traditionnelle rencontre l’infrastructure DeFi. Pas d’horaires de marché ni de délais de règlement.

Binance repousse les limites pour intégrer les actifs du monde réel à la blockchain. Voilà comment relier les liquidités de la finance traditionnelle aux réseaux crypto.

❤️💛💚💙

N’oubliez pas :

🟥 Une seule semaine dans le rouge suffit à complètement plomber le sentiment autour du $BTC.

🔴 Pendant cette semaine dans le rouge, la plupart des tokens JPEG subissent un rug pull, puis chutent encore plus lourdement.

Le même schéma s’est répété en 2023.

Si on en voit deux d’affilée dans le rouge ? C’est terminé.

Want to automate your trading and stop watching charts 24/7?

Binance trading bots let you run strategies on autopilot. Set your parameters, let the bot execute, and focus on finding the next alpha instead of babysitting orders.

Whether you're grid trading the chop or DCA-ing into dips, automation removes emotion from the equation.

Not financial advice, but if you're manually market buying at 3am, you're doing it wrong.