smileycapital

notion about my future/current positioning, risk-profile, exposure and most importantly [for readers] - my posts, considering things have changed a bit for me;

I no longer have to chase the next 100x or even 10x - I understand a lot of you likely do - and that's ok

trades, that I almost never even post anymore - I'm fine with booking 10-25%

longer term positioning - I'm fine with a 50-200%

I'm perfectly fine missing out on a move - my life expenses are taken care of for quite some time to say the least - I don't NEED to make money from the markets every month or quarter

what I'm NOT comfortable with, is losing up to 25-50% with size

to reiterate - I'm no longer the 2022-2023 Smiley that has the catch every move, short every top, long every bottom, rotate to every narrative on the timeline

I'm way more defensive now as I understand that's the best way to reach the next level in my journey - due to that, my risk-profile likely differs from average market participant - average reader of my posts

thanks for understanding and have a wonderful week ahead

you thought we were gonna blast to 200k during illiquid summer after 3 months of up-only?

patience will pay tenfold here

time spent rejuvenating your mind is time spent well

time spent slightly observing markets, researching coins, looking for outliers and early performers - is also time spent well

don't chop yourself, unless you're a godlike scalper

enjoy summer

y'all need to know when to put the foot off the gas or whatever the saying is idk

alts are going down until further notice

gdy krzyczałem przy 75k, że to dno, większość ludzi zignorowała to z powodu taryf lub innych rzeczy, które były istotne wtedy

teraz, gdy przeszedłem w defensywę, zabezpieczyłem zyski, prawdopodobnie w okolicach ich wejść - atakują mnie osobiście

niektórzy z was zbyt mocno polegają na anonimach z CT

ojczym rozczarowującym wygląd.

highly unlikely bull is over [<5%], personally just went defensive as I sniped 75k, next play for me is either/or/and;

- Iran resolution
- Data pointing to Fed cut
- BTC firm ~110k break

I understand the frustration of many that were unable to buy 75k and/or in wrong coins

skill issue.

alts look so trash that if BTC doesn't pull everything upwards in the next week we're very likely getting 2024 summer chop

maybe that was it for now, very underwhelming we only went from 75-110k, you practically had to snipe the bottom with me or you made no money

observing

my Ethereum/Solana post might've been misconstrued as 'anti-Solana' or 'anti-casino';

don't get me wrong - we're all gamblers here one way or another

I was referring to quality products and institutional adoption Ethereum provides - simply put, how +EV it is for the crypto industry - more than Solana

I like Solana, I use Solana - to be completely transparent, this cycle I've made more money on Solana chain than on Ethereum - and I don't think that's going to change anytime soon - casino flywheel in full effect

Solana isn't going anywhere, most of it is +EV for the industry - I just don't see a world where she replaces or even rivals ETH when it comes to impact on global crypto adoption

Solana shouldn't be 'Ethereum killer' - if not for the blatantly obvious reason that she would miserably fail at that, then for the glaringly obvious, simplistic reason that they inherently differ as ecosystems

Ethereum is a digital real-estate, a digital 'land' to build on, our chance at digital industrialization, complete adoption

Solana should aim for your average user experience, scalability and ease-of-access to the global digital casino where little Timmies of the world can hypergamble their way out of rats race

I believe anyone comparing the two is already using the wrong approach from the get-go - and that was the entire point of the post

apples and oranges - and I believe it should stay that way

I used to prefer Solana over Ethereum, as the 'shiny new toy' concept paired with simplicity, speed, convenience and basically free TXs - seemed +EV for crypto as a whole.

I wouldn't say my stance shifted entirely, but I'm beginning to understand real adoption, improvement, institutionalization, use-case and quality fundamentally sound products are all being built on Ethereum.

Solana has turned from a fun new concept to a glorified casino - Las Vegas of crypto sphere. ~1% make money, ~99% end up broke, retarded and with an STD.

real products are on EVM and I don't think anything ever changes that.

this is not a hate post against Solana - its usage is very clearly defined, albeit constrained by perpetual diminishing quality of crypto 'products' and use-cases.

Solana opens the crypto world to your regular hypergambling retail user - Ethereum opens the crypto world to entities operating on a sophisticated level, allowing for institutional acceptance.

Ethereum is a gateway to REAL crypto adoption in the world - a digital real-estate; just like Bitcoin is a gateway towards the digital store of value.

putting Solana in the same basket, ever, is simply put, wrong.

BTC dictates when Fartcoin intergalactic top is in - not exchange listings

the longer the post about a memecoin of all things - the larger the allocation

crypto twitter as war emerges after months of tariffs

moja oś czasu to

50% antysemickich kont celebrujących bombardowanie Tel Awiwu

50% mówiących o Fartcoinie

tak wygląda szczytowa oś czasu wydajności

chirurgiczna precyzja w zakresie kuracji listy obserwowanych

badanie.

rynek jest wyraźnie byczy i chce iść w górę, szczególnie aktywa beta

nic się nie zmieniło fundamentalnie ani w kwestii momentum oprócz poważnych napięć geopolitycznych

chyba że dojdzie do pełnoskalowej wojny nuklearnej, w takim przypadku mamy większe zmartwienia niż cyfrowe monety;

spadki są do kupowania.

człowieku, zarobimy tyle pieniędzy tego lata, że to szalone

a myśląc o tym, że Q4+Q1 również powinno być sezonowo wzrostowe

przypomina mi to defi latem 2020 roku?

co jeśli dostaniemy tak długi rajd byka, że będziemy szczerze zmęczeni

drukowanie od stycznia '23 już mnie męczy

nie mogę sobie wyobrazić kolejnych ~6 miesięcy

mówiłem o względnym niedoszacowaniu ETH od dołka 75k

Będę to kontynuować - przypomina mi to 2021 rok, kiedy ETH miało okresy, w których dosłownie podnosiło cały rynek wyżej

jak powiedziałem - ten czas cyklu jest bliski, być może już tutaj

z CB dodając Fartcoin - reszta T1 będzie podążać za tym

z już ustaloną rozpoznawalnością w handlu detalicznym - ma szansę stać się MEMECOINEM na Solanie

przewaga nad takimi jak Bonk, Trump, Popcat będzie się utrzymywać;

brak KOLi, insiderów, kabali, opłacanych propagandzistów - w przeciwieństwie do innych

💨

interesujące wydarzenia polityczne między Trumpem a Elonem

jak to wpływa na moje torby Fartcoin?

ETH wysyła -> PEPE wysyła -> MOG wysyła

to naprawdę proste

nie, ale wy naprawdę nie rozumiecie względnego niewłaściwego wyceniania Ethereum w tej chwili

Powiedziałem to przy 2 tys., mówię to znowu przy 2,5 tys.

w końcu nadszedł ten czas cyklu finansowego - czy zmaterializuje się to za miesiąc, kwartał czy 6 miesięcy, nie ma znaczenia