Get live statistics and analysis of doug funnie's profile on X / Twitter
I need more allowance.
Verified to not be a degenspartan alt through chainlink proof of reserves
Youtube of mostly unstructured aspergers droning linked below
231following24kfollowers
The Analyst
Doug Funnie is a deeply analytical thinker who thrives on decoding complex market signals and presenting them in sharp, insightful threads. With a near-encyclopedic approach to onchain data and market cycles, Doug offers a raw, unfiltered look at crypto trends that both educate and provoke thought. His unapologetically candid style, mixed with an Asperger’s-driven focus, makes his commentary uniquely engaging and reliable.
Doug’s tweets are like the New York subway at rush hour—packed with valuable knowledge, but you probably need noise-cancelling headphones and a strong coffee to survive the ride without losing your mind.
Despite a niche approach, Doug captured over 260,000 views on his top tweet, proving that relentless dedication to honest, data-driven analysis can carve out a powerful presence even in the chaotic crypto Twitter world.
Doug’s life purpose is to illuminate the hidden patterns within financial markets, helping others navigate uncertainty with data-driven clarity. He aims to democratize access to sophisticated crypto insights, making high-level analysis accessible outside the traditional expert circles. Beyond that, Doug searches for truth in noise, challenging consensus to reveal overlooked opportunities.
He values transparency, rigorous evidence, and skepticism of popular narratives, especially when the crowd mindset distorts reality. Doug believes that only through relentless data scrutiny and honesty can one uncover genuine market signals. He respects intellectual independence and is wary of hype-driven decision making.
His greatest strength lies in synthesizing vast amounts of onchain data into digestible, actionable insights, combined with a high volume of thoughtful, consistent output and a clear voice of expertise in a noisy space.
Doug’s intense focus and 'droning' analytical style, while valuable, can sometimes alienate casual followers craving more engaging or concise content. Also, his bluntness may deter those looking for polished influencer charisma.
To grow his audience on X, Doug should consider incorporating more concise, visually appealing content such as quick charts or highlight reels from his detailed threads, enhancing shareability. Engaging more frequently with followers and adapting some content for easier consumption can turn his deep expertise into broader appeal without sacrificing substance.
Fun fact: Doug uses Chainlink proof of reserves to verify that he isn’t a ‘degenspartan alt,’ highlighting his commitment to authenticity in the often murky crypto community.
Web3 and consciousness explorer | an artist moving between humans data and meaning writing analyzing and trying to build trust clarity and beauty from complexit
试着理解世界中。落榜理工男。爱设计图案。做过些蠢事。System 2.0 online & stable. Modules working properly. Feels good to be back. A BIG THANK YOU to those who've helped me when I was down
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flirty fact:\nthis indicator combines like 20 onchain top signals into a color chart. it gets orange, then yellow, pink, bright pink into a top\nIt's ice cold right now\neven the weird scandal-PA nov 2021 top that no onchain indicators caught went orange for a month.\n(thread) https://t.co/2iKknRJWcS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1885670220410347650","quoted_status_permalink":{"url":"https://t.co/WNS7NzDycv","expanded":"https://twitter.com/0xracist/status/1885670220410347650","display":"x.com/0xracist/statu…"},"retweeted":false,"fact_check":null,"id":"1885687611668476333","view_count":268285,"bookmark_count":242,"created_at":1738417935000,"favorite_count":1804,"quote_count":12,"reply_count":122,"retweet_count":263,"user_id_str":"1546650538699358208","conversation_id_str":"1885687611668476333","full_text":"Read all of these posts from 2021. We’re tonally in the exact same place. There’s an extreme, dangerously consensus view among btc.d people that alt season is now impossible. Might not be today or even this week, but the rollover will come, and this time won’t be different.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1971590081392816633","view_count":206454,"bookmark_count":498,"created_at":1758898680000,"favorite_count":1720,"quote_count":9,"reply_count":80,"retweet_count":115,"user_id_str":"1546650538699358208","conversation_id_str":"1971590081392816633","full_text":"why i don't think we've topped.\nhaven't made one of these since early 2024.\n\nthings we're going to cover:\n-onchain indicators\n-monthly RSI\n-business cycle correlation (PMI)\n-50 week MA support\n-recent headlines\n-\"it was in the charts\"\n-total3\n-social\n\nimport caveats at the 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sure who needs to hear this, but:\nbtc has never topped w/o tagging this trendline on the 1mo RSI.\nif it rises up as fast as it's ever gone up, the soonest it can get there is april.\n(also, a friendly reminder: all onchain, social, and app rank signals are ice cold) https://t.co/Sfzck8P7cV","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,63],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1888720783783895110","view_count":120238,"bookmark_count":75,"created_at":1739141100000,"favorite_count":1383,"quote_count":13,"reply_count":109,"retweet_count":48,"user_id_str":"1546650538699358208","conversation_id_str":"1888720783783895110","full_text":"what if i told y'all the 2025 alt season started 45 minutes 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me out.. https://t.co/hj433KzU1v","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1892276423349457037","quoted_status_permalink":{"url":"https://t.co/xkyhkNQngR","expanded":"https://twitter.com/MustStopMurad/status/1892276423349457037","display":"x.com/MustStopMurad/…"},"retweeted":false,"fact_check":null,"id":"1892295324187640259","view_count":188263,"bookmark_count":39,"created_at":1739993337000,"favorite_count":1133,"quote_count":3,"reply_count":117,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1892295324187640259","full_text":"i like murad but,\nthe winnowing down from promoting a spreadsheet of 10 coins, to just spx/giga, to now just spx, feels like the final episode of a netflix limited series about a cult where the fun part is over and now it's just the cult leader + 8 others holed up somewhere weird","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1967976236497740076","quoted_status_permalink":{"url":"https://t.co/NzDmUZZjMH","expanded":"https://twitter.com/Palgrani2/status/1967976236497740076","display":"x.com/Palgrani2/stat…"},"retweeted":false,"fact_check":null,"id":"1967977602611589545","view_count":217859,"bookmark_count":116,"created_at":1758037398000,"favorite_count":1039,"quote_count":24,"reply_count":171,"retweet_count":74,"user_id_str":"1546650538699358208","conversation_id_str":"1967977602611589545","full_text":"hot take:\neven if the planets aligned and pump streaming was the next big PMF app and ushered in a golden age for crypto adoption,\n\nall of these streamer coins are still going to zero, and will be pinned down by massive supply overhang.\n\nthere's just simply zero liquidity short term to support these coins, and once it returns, the audience who bought [those who have at this point a pavlovian reward for aggressively shifting to a net-new meta] won't re-bid these down the road.\n\nit was never \"fans\", it was just a bunch of the usual suspects in gcs crawling over roiling piles of each others' wretched bodies to try sticking their gaping maws into the feeding troph of a Dantean nightmare world","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1921012180935225576","view_count":67298,"bookmark_count":19,"created_at":1746839969000,"favorite_count":990,"quote_count":7,"reply_count":54,"retweet_count":55,"user_id_str":"1546650538699358208","conversation_id_str":"1921012180935225576","full_text":"imagine the smell if, instead of dipping, we rocketed up to 120k and locked out all the sideliners, bears, and macro doomers calling for a huge 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not super sure i'd want to fade this.\n\ni'm into esoteric views and devil's advocate stuff, but \"historically this has a 100% strike rate dating back many decades\" is pretty tough to counter-trade\n\nimagine getting pocket aces in poker, seeing an ace on the flop, and folding https://t.co/gCNli0oO7G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"844304603336232960","name":"Murad 💹🧲","screen_name":"MustStopMurad","indices":[510,524]},{"id_str":"844304603336232960","name":"Murad 💹🧲","screen_name":"MustStopMurad","indices":[1592,1606]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1945125602895282321","view_count":61228,"bookmark_count":62,"created_at":1752589057000,"favorite_count":906,"quote_count":10,"reply_count":195,"retweet_count":176,"user_id_str":"1546650538699358208","conversation_id_str":"1945125602895282321","full_text":"grabbed a bag of SPX at what's pretty much SPX's ath, but feel pretty comfortable doing so.\nthesis should be pretty obvious, but here's my take:\n\n- largecap memes continue to be, in my mind, the best r:r in the space. all the older big players (pepe, bonk, wif, fartcoin, spx, etc) have proven to have a reasonable degree of downside protection, and are bouncing back from trade war lows. nothing went to zero.\n\n- SPX clearly isn't going anywhere. it's fought its way back to just shy of new highs.\n\n- i think @MustStopMurad is right w/ his \"believe in something\" thesis, and have been agreeing with it for months. trenches will always exist and there'll always be people gambling down in the low-level 0's and 1's of meme genesis, but enough people hit rock bottom getting extracted by bundled coins, that people are organically incentivized (via getting their teeth kicked in, financially) to go back to buying large established coins.\n\n- given that we're in a growth regime for risk assets (global liq up, rate cuts ahead, \"grow our way out of debt), BTC seems poised for higher, and memecoins as a sector have been nearly the only alts strong since late '23. if btc.d falls off a cliff, this will accelerate.\n\n- i don't know which largecap memes will be \"the one\" (there will likely be multiple), or join pepe north of 10b mcap, or go much higher than 10b mcap. since i don't have a crystall ball, i need exposure to SPX. why *can't* it be the one? if i can't answer that, and it's bounced back to new highs and showing relative strength, it'd be kinda insane not to take a bet on it.\n\n- @MustStopMurad has proven to go full-blown all out for it, he has a compelling voice and media presence, and isn't shy about thesis maximalism. him branching out into tiktok has shown growth potential, and i don't see this slowing down. he's establishing a foothold presence there, and normalizing normies bullposting SPX theses to their normie compatriots, all before retail FOMO begins. it's not really my ethos to talk crypto to non-crypto folks, but if someone is going balls to the wall and having success, i want exposure to 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footage of me watching the \"BTC to 600k\" psyop start to spread across the TL, knowing i have plans to prudently sell extraordinarily lower,\n\nbut also recognizing that once we pump to 150k+ i'll probably fall for it too and end up round tripping https://t.co/pngs4CbWTp","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,197],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1881492495827439674","view_count":42481,"bookmark_count":21,"created_at":1737417742000,"favorite_count":794,"quote_count":4,"reply_count":58,"retweet_count":20,"user_id_str":"1546650538699358208","conversation_id_str":"1881492495827439674","full_text":"Kinda feel like the entire tl is like “buckle up assblast, you don’t know how CRAZY 2025 is going to get”, but 100% of ct secretly wants to just full 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tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}],"ctweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"844304603336232960","name":"Murad 💹🧲","screen_name":"MustStopMurad","indices":[510,524]},{"id_str":"844304603336232960","name":"Murad 💹🧲","screen_name":"MustStopMurad","indices":[1592,1606]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1945125602895282321","view_count":61228,"bookmark_count":62,"created_at":1752589057000,"favorite_count":906,"quote_count":10,"reply_count":195,"retweet_count":176,"user_id_str":"1546650538699358208","conversation_id_str":"1945125602895282321","full_text":"grabbed a bag of SPX at what's pretty much SPX's ath, but feel pretty comfortable doing so.\nthesis should be pretty obvious, but here's my take:\n\n- largecap memes continue to be, in my mind, the best r:r in the space. all the older big players (pepe, bonk, wif, fartcoin, spx, etc) have proven to have a reasonable degree of downside protection, and are bouncing back from trade war lows. nothing went to zero.\n\n- SPX clearly isn't going anywhere. it's fought its way back to just shy of new highs.\n\n- i think @MustStopMurad is right w/ his \"believe in something\" thesis, and have been agreeing with it for months. trenches will always exist and there'll always be people gambling down in the low-level 0's and 1's of meme genesis, but enough people hit rock bottom getting extracted by bundled coins, that people are organically incentivized (via getting their teeth kicked in, financially) to go back to buying large established coins.\n\n- given that we're in a growth regime for risk assets (global liq up, rate cuts ahead, \"grow our way out of debt), BTC seems poised for higher, and memecoins as a sector have been nearly the only alts strong since late '23. if btc.d falls off a cliff, this will accelerate.\n\n- i don't know which largecap memes will be \"the one\" (there will likely be multiple), or join pepe north of 10b mcap, or go much higher than 10b mcap. since i don't have a crystall ball, i need exposure to SPX. why *can't* it be the one? if i can't answer that, and it's bounced back to new highs and showing relative strength, it'd be kinda insane not to take a bet on it.\n\n- @MustStopMurad has proven to go full-blown all out for it, he has a compelling voice and media presence, and isn't shy about thesis maximalism. him branching out into tiktok has shown growth potential, and i don't see this slowing down. he's establishing a foothold presence there, and normalizing normies bullposting SPX theses to their normie compatriots, all before retail FOMO begins. it's not really my ethos to talk crypto to non-crypto folks, but if someone is going balls to the wall and having success, i want exposure to that","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1967976236497740076","quoted_status_permalink":{"url":"https://t.co/NzDmUZZjMH","expanded":"https://twitter.com/Palgrani2/status/1967976236497740076","display":"x.com/Palgrani2/stat…"},"retweeted":false,"fact_check":null,"id":"1967977602611589545","view_count":217859,"bookmark_count":116,"created_at":1758037398000,"favorite_count":1039,"quote_count":24,"reply_count":171,"retweet_count":74,"user_id_str":"1546650538699358208","conversation_id_str":"1967977602611589545","full_text":"hot take:\neven if the planets aligned and pump streaming was the next big PMF app and ushered in a golden age for crypto adoption,\n\nall of these streamer coins are still going to zero, and will be pinned 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me out.. https://t.co/hj433KzU1v","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1885670220410347650","quoted_status_permalink":{"url":"https://t.co/WNS7NzDycv","expanded":"https://twitter.com/0xracist/status/1885670220410347650","display":"x.com/0xracist/statu…"},"retweeted":false,"fact_check":null,"id":"1885687611668476333","view_count":268285,"bookmark_count":242,"created_at":1738417935000,"favorite_count":1804,"quote_count":12,"reply_count":122,"retweet_count":263,"user_id_str":"1546650538699358208","conversation_id_str":"1885687611668476333","full_text":"Read all of these posts from 2021. We’re tonally in the exact same place. There’s an extreme, dangerously consensus view among btc.d people that alt season is now impossible. Might not be today or even this week, but the rollover will come, and this time won’t be different.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1892276423349457037","quoted_status_permalink":{"url":"https://t.co/xkyhkNQngR","expanded":"https://twitter.com/MustStopMurad/status/1892276423349457037","display":"x.com/MustStopMurad/…"},"retweeted":false,"fact_check":null,"id":"1892295324187640259","view_count":188263,"bookmark_count":39,"created_at":1739993337000,"favorite_count":1133,"quote_count":3,"reply_count":117,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1892295324187640259","full_text":"i like murad but,\nthe winnowing down from promoting a spreadsheet of 10 coins, to just spx/giga, to now just 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flirty fact:\nthis indicator combines like 20 onchain top signals into a color chart. it gets orange, then yellow, pink, bright pink into a top\nIt's ice cold right now\neven the weird scandal-PA nov 2021 top that no onchain indicators caught went orange for a month.\n(thread) https://t.co/2iKknRJWcS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}],"activities":{"nreplies":[{"label":"2025-10-18","value":3,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 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I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s 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one hand:\nin USD terms, you can (and should) sell your sol, eth, btc, hype, memes, nanocap shitters, whatever else, if you're up huge and it's a life-changing amount of money.\n\n4k and 200 isn't 10k and 500, but it's still fairly rosy.\n\notherwise, we're entering the worst possible time to sell alts rel btc across a multi-year 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baby trouble at resistance\n-push through, come back for a retest (very extended from MAs by this point)\ngiven broader market context: continuation likely\n\ni get that people want eth to pump to 10k in a straight line, but what more do you want here? BTC dom going up while eth is holding near/above 4k is about as good of a base building exercise as one could hope for","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980360882346684706","quoted_status_permalink":{"url":"https://t.co/NFZjYkGh49","expanded":"https://twitter.com/gainzy222/status/1980360882346684706","display":"x.com/gainzy222/stat…"},"retweeted":false,"fact_check":null,"id":"1980367091325890714","view_count":1050,"bookmark_count":3,"created_at":1760991282000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980367091325890714","full_text":"interesting phenomenon here\n\ni saw this w/ useless and now seeing it w/ ZEC\n\ni thought it was just a memecoin derangement syndrome thing, but ZEC is the opposite (ancient tech coin), so why do they both have such outspoken haters?\n\nhypothesis: people have such incredibly bad PTSD right now, and are so infected with cynicism, that any coin that's an outperformer garners a perception that it *MUST* be because of dark, sinister forces - a price-attn flywheel pump is just simply no longer possible, and never will be - it *has* to be a scam\n\n*note: this post is a grant","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980370501169213586","quoted_status_permalink":{"url":"https://t.co/mR2ZDCk8s8","expanded":"https://twitter.com/gammichan/status/1980370501169213586","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1980384381983416395","view_count":769,"bookmark_count":0,"created_at":1760995405000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980384381983416395","full_text":"good find/callout\n\nRSI is important and has some predictive qualities and patterns,\nbut also: RSI can stay elevated or depressed for longer and price can do crazier shit (to the upside or downside) than anyone expects or is ready for.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980267524450042280","view_count":25423,"bookmark_count":48,"created_at":1760967544000,"favorite_count":267,"quote_count":0,"reply_count":30,"retweet_count":15,"user_id_str":"1546650538699358208","conversation_id_str":"1980267524450042280","full_text":"i don't know who needs to hear this, but next time we get this setup:\n\n1) alt:btc pairs ground down to the black bedrock of half-decade lows\n2) biggest alt liquidation event in history\n3) MMs undergoing a few days of selling to balance their books in the immediate aftermath\n4) thumb on scale w/ temporary tariff headline risk headwind\n\nwhile\n\n1) risk markets poised to continue running hot across a dozen boring/reliable metrics\n2) backdrop of biggest across-the-board deregulation the space will ever see\n3) chatter about stimmies, tax policy, other rumors simmering\n\ni'm all about heavy BTC (and megacap majors) exposure, maybe not the best time to capitulate your alts? like, maybe when people see forced selling via liquidations and as a group say \"this is the first time in market history max pain is genuinely up\", *voluntaily* selling your alts here is maybe kinda crazy?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2178012643","name":"Balaji","screen_name":"balajis","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"balajis","lang":"en","retweeted":false,"fact_check":null,"id":"1980270641816141974","view_count":1664,"bookmark_count":2,"created_at":1760968287000,"favorite_count":6,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980246504880386253","full_text":"that's funny. i've literally spent the last week talking to people about building an AI-driven dashboard that outputs infographics about bloodwork/labs and talks diagnostics/interpretation. some products like this exist, but they're limited in scope and not comprehensive.\n\ni'm all for this coming out as 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stake monitoring this sort of thing. it'll unironically be in the charts.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981379599675101543","quoted_status_permalink":{"url":"https://t.co/3bWmeaqhSM","expanded":"https://twitter.com/MacroCRG/status/1981379599675101543","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1981386899479465995","view_count":4572,"bookmark_count":0,"created_at":1761234423000,"favorite_count":52,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981386899479465995","full_text":"this is part of the game now.\nnot all 'crime' during 'crime season' is PVE\n\ncan the windfall from the deregulation boom outstrip all the extraction/insider trading and orchestrated manipulation that's occurring? that's the balance","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,54],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/8OVA4bQR0D","expanded_url":"https://x.com/cryptoklotz/status/1981382793109115183/photo/1","id_str":"1981382680068468736","indices":[55,78],"media_key":"3_1981382680068468736","media_url_https":"https://pbs.twimg.com/media/G39JDLmXsAAPC2n.png","type":"photo","url":"https://t.co/8OVA4bQR0D","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":432,"w":486,"resize":"fit"},"medium":{"h":432,"w":486,"resize":"fit"},"small":{"h":432,"w":486,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":432,"width":486,"focus_rects":[{"x":0,"y":46,"w":486,"h":272},{"x":54,"y":0,"w":432,"h":432},{"x":107,"y":0,"w":379,"h":432},{"x":244,"y":0,"w":216,"h":432},{"x":0,"y":0,"w":486,"h":432}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981382680068468736"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/8OVA4bQR0D","expanded_url":"https://x.com/cryptoklotz/status/1981382793109115183/photo/1","id_str":"1981382680068468736","indices":[55,78],"media_key":"3_1981382680068468736","media_url_https":"https://pbs.twimg.com/media/G39JDLmXsAAPC2n.png","type":"photo","url":"https://t.co/8OVA4bQR0D","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":432,"w":486,"resize":"fit"},"medium":{"h":432,"w":486,"resize":"fit"},"small":{"h":432,"w":486,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":432,"width":486,"focus_rects":[{"x":0,"y":46,"w":486,"h":272},{"x":54,"y":0,"w":432,"h":432},{"x":107,"y":0,"w":379,"h":432},{"x":244,"y":0,"w":216,"h":432},{"x":0,"y":0,"w":486,"h":432}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981382680068468736"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981382793109115183","view_count":1844,"bookmark_count":1,"created_at":1761233444000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981382793109115183","full_text":"the last two months of opening tradingview, colorized: https://t.co/8OVA4bQR0D","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981377485557186671","quoted_status_permalink":{"url":"https://t.co/MEKHeCiMH4","expanded":"https://twitter.com/zoomerfied/status/1981377485557186671","display":"x.com/zoomerfied/sta…"},"retweeted":false,"fact_check":null,"id":"1981380497549787573","view_count":15742,"bookmark_count":1,"created_at":1761232897000,"favorite_count":323,"quote_count":0,"reply_count":18,"retweet_count":11,"user_id_str":"1546650538699358208","conversation_id_str":"1981380497549787573","full_text":"the irony is CT has never wanted to see cz in jail more than this past month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981370474295619817","view_count":4080,"bookmark_count":1,"created_at":1761230507000,"favorite_count":54,"quote_count":0,"reply_count":12,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981370474295619817","full_text":"in case anyone is wondering what sort of dealflow an account w/ 24k followers gets on ct:\n\nother than third-tier crawback CEX w/ a 0 trustpilot score trying to do a fee-based partnership, i get people that will, once a day like clockwork, DM me the contract address of a 90k mcap topper at its nanotop, typically moments before it accelerates to zero.\n\n99.99% of the time i fade these and check back on the DM chain and it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":105,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude 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tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be 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Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":52,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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\"dog shaking an animal by its neck to kill it\" pattern before going higher.\n\nlure lev folks in during low vol and violently destroy all of them (in this case re-destroy many), then up we go. 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tbh","in_reply_to_user_id_str":"279828819","in_reply_to_status_id_str":"1982968229241991347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1622336819793739779","name":"flock (6'3)","screen_name":"melgibsonfan99","indices":[0,15]},{"id_str":"1051852534518824960","name":"smolting (wassie, verse)","screen_name":"inversebrah","indices":[16,28]}]},"favorited":false,"in_reply_to_screen_name":"melgibsonfan99","lang":"en","retweeted":false,"fact_check":null,"id":"1982970399144165703","view_count":821,"bookmark_count":0,"created_at":1761611959000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982916775143751981","full_text":"@melgibsonfan99 @inversebrah i'm leaving everything i've ever known / friends / family / my innocence behind\n\nbut i will save $4500 this 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took 3 days off from checking prices/ct while traveling - what the *fuck* did they do to alts? 😂\n\nkinda sad in hindsight - my biggest blunder this \"cycle\" was capitulating 50% of my port top to bottom (biased toward liquidating memes over btc/eth/sol) in late jan thru the feb 1-3 hell weekend at roughly 40-50% lower than my port ATH\n\nat the time i felt very upset about that - but reckoned \"well, if the global financial system is about to break because of this trade war, 50-60% of my port ATH for this tranche of non-majors will actually be outstanding\"\n\ni waited a bit and then allocated that cash to the s&p not at the pico-bottom before trump reverse policy, but within a few hundred points\n\nthat money is now virtually back up at its ATH\n\nturns out alt season was really just buying boring equity indices during last winter/spring.\n\nfrom what i'm reading: a more detailed postmortem about oct 10 is swirling. could shed a lot of light and influence near-term PA, or at least 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick 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this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two tops","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985709121199325391","view_count":5545,"bookmark_count":7,"created_at":1762264921000,"favorite_count":128,"quote_count":1,"reply_count":18,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1985709121199325391","full_text":"how funny would it be if the gov shutdown ended and the financial arms of the gov turned liquidity taps back on and then trump or bessent unexpectedly surprised w/ a wild pro-crypto tax announcement or shock disclosure that they were buying to add to US gov btc reserve haha","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,64],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1911123607956443136","name":"Rank 1","screen_name":"0xranker","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"0xranker","lang":"en","retweeted":false,"fact_check":null,"id":"1985787900617961474","view_count":3314,"bookmark_count":3,"created_at":1762283704000,"favorite_count":60,"quote_count":1,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"@0xranker which chapter covers cz sticking his dick in your ear?","in_reply_to_user_id_str":"1911123607956443136","in_reply_to_status_id_str":"1985785531352117493","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":42,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/KszxKk0c0i","expanded_url":"https://x.com/cryptoklotz/status/1986071628413915568/photo/1","id_str":"1986070383473131520","indices":[280,303],"media_key":"3_1986070383473131520","media_url_https":"https://pbs.twimg.com/media/G4_wfbnXAAAOhFz.png","type":"photo","url":"https://t.co/KszxKk0c0i","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1085,"w":2048,"resize":"fit"},"medium":{"h":636,"w":1200,"resize":"fit"},"small":{"h":360,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1093,"width":2063,"focus_rects":[{"x":0,"y":0,"w":1952,"h":1093},{"x":0,"y":0,"w":1093,"h":1093},{"x":0,"y":0,"w":959,"h":1093},{"x":87,"y":0,"w":547,"h":1093},{"x":0,"y":0,"w":2063,"h":1093}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986070383473131520"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/KszxKk0c0i","expanded_url":"https://x.com/cryptoklotz/status/1986071628413915568/photo/1","id_str":"1986070383473131520","indices":[280,303],"media_key":"3_1986070383473131520","media_url_https":"https://pbs.twimg.com/media/G4_wfbnXAAAOhFz.png","type":"photo","url":"https://t.co/KszxKk0c0i","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1085,"w":2048,"resize":"fit"},"medium":{"h":636,"w":1200,"resize":"fit"},"small":{"h":360,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1093,"width":2063,"focus_rects":[{"x":0,"y":0,"w":1952,"h":1093},{"x":0,"y":0,"w":1093,"h":1093},{"x":0,"y":0,"w":959,"h":1093},{"x":87,"y":0,"w":547,"h":1093},{"x":0,"y":0,"w":2063,"h":1093}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986070383473131520"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986071628413915568","view_count":5183,"bookmark_count":16,"created_at":1762351350000,"favorite_count":90,"quote_count":0,"reply_count":11,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1986071628413915568","full_text":"maximum fear in equities/tradfi\nmaximum fear in crypto\n\nif this resolves like the first two wicks below, it'll just be another \"zoom out, nothing ever happens\" and we'll go higher\n\nmy thesis:\n\n1) this whole range is a redistribution event where ancient supply/4 year cycloors are selling into tradfi/newcomer/\"4 year cycle either doesn't exist, or is pushed back a year+\"/\"currency debasement is real\" crowd.\n\n2) regularly scheduled equities cooloff + gov shutdown (liq taps/data reporting) + hawkish fed tone smokescreen put a thumb on the scale alongside the above selling\n\n3) the long tail/gradient of old supply exchanging hands exhausts into the other things resolving, and we're markedly higher by EOY, if not at new highs (possibly early-mid Q1)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986106986950537594","quoted_status_permalink":{"url":"https://t.co/gfrrXBfYU5","expanded":"https://twitter.com/gammichan/status/1986106986950537594","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1986107803488993516","view_count":13694,"bookmark_count":19,"created_at":1762359975000,"favorite_count":90,"quote_count":0,"reply_count":1,"retweet_count":11,"user_id_str":"1546650538699358208","conversation_id_str":"1986107803488993516","full_text":"yup. would also add:\n\nany long term supply holders who are dead set on selling before, or during the prescribed \"4 year cycle top\" would hypothetically have distributed that supply to a new class of holders (tradfi, perfect 4 yr cycle fadoors, currency debasement folks, etc) starting months ago, with a crest over the past few weeks, and a much thinner long tail going forward.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986068527342641297","quoted_status_permalink":{"url":"https://t.co/hbKfJk5ljI","expanded":"https://twitter.com/DeItaone/status/1986068527342641297","display":"x.com/DeItaone/statu…"},"retweeted":false,"fact_check":null,"id":"1986070045080887632","view_count":26515,"bookmark_count":27,"created_at":1762350972000,"favorite_count":239,"quote_count":0,"reply_count":4,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1986070045080887632","full_text":"in case you (somehow) weren't locked in during last spring, you probably want to take this at face value (bottom was in the instant he tweeted 'buy')\n\ntrump is the ultimate tradfi KOL tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986134541036363787","quoted_status_permalink":{"url":"https://t.co/m9X4fhRldN","expanded":"https://twitter.com/BigDickBull69/status/1986134541036363787","display":"x.com/BigDickBull69/…"},"retweeted":false,"fact_check":null,"id":"1986142391393210370","view_count":10294,"bookmark_count":7,"created_at":1762368221000,"favorite_count":87,"quote_count":0,"reply_count":7,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1986142391393210370","full_text":"would take it a step further: if we creep back up toward new highs at any point through EOY-feb, significant % of the \"sell it at the four year cycle mark\" people are going to be in an awkward spot. a cohort of those folks that distributed ancient supply into new hands buying back or even FOMOing back in would put a lot of upward pressure on price.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,132],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986113015473733772","view_count":7554,"bookmark_count":2,"created_at":1762361217000,"favorite_count":158,"quote_count":4,"reply_count":18,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986113015473733772","full_text":"anyone posting \"alt season\" before we see 6k eth/300+ sol should be confined to a secure facility for the remainder of the cycle tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"141784177","name":"Daniel Dennehy","screen_name":"danielgothits","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"danielgothits","lang":"en","retweeted":false,"fact_check":null,"id":"1986073601771004168","view_count":171,"bookmark_count":0,"created_at":1762351820000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986066404160725332","full_text":"@danielgothits on the plus side:\ndoordash orders are about to literally teleport to your apt","in_reply_to_user_id_str":"141784177","in_reply_to_status_id_str":"1986066404160725332","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":37,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"fi","quoted_status_id_str":"1986468034991591685","quoted_status_permalink":{"url":"https://t.co/YDjSv2vjZT","expanded":"https://twitter.com/MelMattison1/status/1986468034991591685","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1986471579015127353","view_count":9035,"bookmark_count":7,"created_at":1762446705000,"favorite_count":70,"quote_count":1,"reply_count":9,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1986471579015127353","full_text":"Melbert Mellington Mattison gorilla mode","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,20],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986450428809138541","quoted_status_permalink":{"url":"https://t.co/zt1rA2KPpO","expanded":"https://twitter.com/lazyvillager1/status/1986450428809138541","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1986470865303695436","view_count":4360,"bookmark_count":0,"created_at":1762446535000,"favorite_count":19,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1986470865303695436","full_text":"interesting spot 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btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":64,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":35,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":43,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":28,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":24,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":44,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nbookmarks":[{"label":"2025-10-18","value":1,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":28,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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one hand:\nin USD terms, you can (and should) sell your sol, eth, btc, hype, memes, nanocap shitters, whatever else, if you're up huge and it's a life-changing amount of money.\n\n4k and 200 isn't 10k and 500, but it's still fairly rosy.\n\notherwise, we're entering the worst possible time to sell alts rel btc across a multi-year 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baby trouble at resistance\n-push through, come back for a retest (very extended from MAs by this point)\ngiven broader market context: continuation likely\n\ni get that people want eth to pump to 10k in a straight line, but what more do you want here? BTC dom going up while eth is holding near/above 4k is about as good of a base building exercise as one could hope for","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980360882346684706","quoted_status_permalink":{"url":"https://t.co/NFZjYkGh49","expanded":"https://twitter.com/gainzy222/status/1980360882346684706","display":"x.com/gainzy222/stat…"},"retweeted":false,"fact_check":null,"id":"1980367091325890714","view_count":1050,"bookmark_count":3,"created_at":1760991282000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980367091325890714","full_text":"interesting phenomenon here\n\ni saw this w/ useless and now seeing it w/ ZEC\n\ni thought it was just a memecoin derangement syndrome thing, but ZEC is the opposite (ancient tech coin), so why do they both have such outspoken haters?\n\nhypothesis: people have such incredibly bad PTSD right now, and are so infected with cynicism, that any coin that's an outperformer garners a perception that it *MUST* be because of dark, sinister forces - a price-attn flywheel pump is just simply no longer possible, and never will be - it *has* to be a scam\n\n*note: this post is a grant","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980370501169213586","quoted_status_permalink":{"url":"https://t.co/mR2ZDCk8s8","expanded":"https://twitter.com/gammichan/status/1980370501169213586","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1980384381983416395","view_count":769,"bookmark_count":0,"created_at":1760995405000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980384381983416395","full_text":"good find/callout\n\nRSI is important and has some predictive qualities and patterns,\nbut also: RSI can stay elevated or depressed for longer and price can do crazier shit (to the upside or downside) than anyone expects or is ready for.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980267524450042280","view_count":25423,"bookmark_count":48,"created_at":1760967544000,"favorite_count":267,"quote_count":0,"reply_count":30,"retweet_count":15,"user_id_str":"1546650538699358208","conversation_id_str":"1980267524450042280","full_text":"i don't know who needs to hear this, but next time we get this setup:\n\n1) alt:btc pairs ground down to the black bedrock of half-decade lows\n2) biggest alt liquidation event in history\n3) MMs undergoing a few days of selling to balance their books in the immediate aftermath\n4) thumb on scale w/ temporary tariff headline risk headwind\n\nwhile\n\n1) risk markets poised to continue running hot across a dozen boring/reliable metrics\n2) backdrop of biggest across-the-board deregulation the space will ever see\n3) chatter about stimmies, tax policy, other rumors simmering\n\ni'm all about heavy BTC (and megacap majors) exposure, maybe not the best time to capitulate your alts? like, maybe when people see forced selling via liquidations and as a group say \"this is the first time in market history max pain is genuinely up\", *voluntaily* selling your alts here is maybe kinda crazy?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2178012643","name":"Balaji","screen_name":"balajis","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"balajis","lang":"en","retweeted":false,"fact_check":null,"id":"1980270641816141974","view_count":1664,"bookmark_count":2,"created_at":1760968287000,"favorite_count":6,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980246504880386253","full_text":"that's funny. i've literally spent the last week talking to people about building an AI-driven dashboard that outputs infographics about bloodwork/labs and talks diagnostics/interpretation. some products like this exist, but they're limited in scope and not comprehensive.\n\ni'm all for this coming out as soon as possible. there are so many people with suboptimal health outcomes, or worse yet, mystery illnesses they can't figure out. going to your GP once a year for standard bloodwork and him saying \"yeah cholesterol is kinda high, exercise more\" is [god willing] going to look like the fucking stone age soon","in_reply_to_user_id_str":"2178012643","in_reply_to_status_id_str":"1980246504880386253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,265],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1980324945843618300","view_count":4186,"bookmark_count":0,"created_at":1760981234000,"favorite_count":13,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1980323906008572126","full_text":"@blknoiz06 similar phenomenon as useless\n\npeople are so, so badly beaten down by their PTSD, that any coins that see sustained positive PA are put down to market manipulation by a cabal of scammers rather than any sort of organic price-attn flywheel or fundamentals","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1980323906008572126","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":25,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,198],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618825948123136","indices":[199,222],"media_key":"3_1980618825948123136","media_url_https":"https://pbs.twimg.com/media/G3ySVBQW0AAdohD.jpg","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1077,"w":2048,"resize":"fit"},"medium":{"h":631,"w":1200,"resize":"fit"},"small":{"h":358,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1081,"width":2056,"focus_rects":[{"x":0,"y":0,"w":1930,"h":1081},{"x":0,"y":0,"w":1081,"h":1081},{"x":0,"y":0,"w":948,"h":1081},{"x":0,"y":0,"w":541,"h":1081},{"x":0,"y":0,"w":2056,"h":1081}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618825948123136"}}},{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618835334922240","indices":[199,222],"media_key":"3_1980618835334922240","media_url_https":"https://pbs.twimg.com/media/G3ySVkOWAAAMUGh.png","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1106,"w":2048,"resize":"fit"},"medium":{"h":648,"w":1200,"resize":"fit"},"small":{"h":367,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1107,"width":2050,"focus_rects":[{"x":0,"y":0,"w":1977,"h":1107},{"x":0,"y":0,"w":1107,"h":1107},{"x":0,"y":0,"w":971,"h":1107},{"x":183,"y":0,"w":554,"h":1107},{"x":0,"y":0,"w":2050,"h":1107}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618835334922240"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618825948123136","indices":[199,222],"media_key":"3_1980618825948123136","media_url_https":"https://pbs.twimg.com/media/G3ySVBQW0AAdohD.jpg","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1077,"w":2048,"resize":"fit"},"medium":{"h":631,"w":1200,"resize":"fit"},"small":{"h":358,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1081,"width":2056,"focus_rects":[{"x":0,"y":0,"w":1930,"h":1081},{"x":0,"y":0,"w":1081,"h":1081},{"x":0,"y":0,"w":948,"h":1081},{"x":0,"y":0,"w":541,"h":1081},{"x":0,"y":0,"w":2056,"h":1081}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618825948123136"}}},{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618835334922240","indices":[199,222],"media_key":"3_1980618835334922240","media_url_https":"https://pbs.twimg.com/media/G3ySVkOWAAAMUGh.png","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1106,"w":2048,"resize":"fit"},"medium":{"h":648,"w":1200,"resize":"fit"},"small":{"h":367,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1107,"width":2050,"focus_rects":[{"x":0,"y":0,"w":1977,"h":1107},{"x":0,"y":0,"w":1107,"h":1107},{"x":0,"y":0,"w":971,"h":1107},{"x":183,"y":0,"w":554,"h":1107},{"x":0,"y":0,"w":2050,"h":1107}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618835334922240"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1980618903610093823","view_count":75,"bookmark_count":0,"created_at":1761051319000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980618903610093823","full_text":"BTC/market 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":102,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":12,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":98,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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\"dog shaking an animal by its neck to kill it\" pattern before going higher.\n\nlure lev folks in during low vol and violently destroy all of them (in this case re-destroy many), then up we go. https://t.co/11Y0snrH9S","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1982906355812835653","quoted_status_permalink":{"url":"https://t.co/jBhKXnO5eh","expanded":"https://twitter.com/TheBlock__/status/1982906355812835653","display":"x.com/TheBlock__/sta…"},"retweeted":false,"fact_check":null,"id":"1982920101281312808","view_count":3793,"bookmark_count":0,"created_at":1761599967000,"favorite_count":39,"quote_count":0,"reply_count":6,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982920101281312808","full_text":"DATs are cool because in 2025 you could just buy the assets directly, or via an ETF, but why do that when you can enjoy the zany fun of a purposeless and unpredictable middleman?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982780421189271660","quoted_status_permalink":{"url":"https://t.co/CyIPWwmatw","expanded":"https://twitter.com/Cbb0fe/status/1982780421189271660","display":"x.com/Cbb0fe/status/…"},"retweeted":false,"fact_check":null,"id":"1982837203693699527","view_count":42145,"bookmark_count":73,"created_at":1761580203000,"favorite_count":216,"quote_count":0,"reply_count":16,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1982837203693699527","full_text":"very reasonable on paper.\n\nunfortunately how \"split 3m into 2.5m farming stables + 500k high conviction alt\" usually ends, during bear:\n\nsome, or all of the 2.5m is lost to smart contract risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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Zero upside.\" (couldn't agree more)\n-\"No leverage\"\n\nLow tax jurisdiction: go nuts if it's a wash w/ where you currently reside in terms of safety + quality of life","in_reply_to_user_id_str":"1546650538699358208","in_reply_to_status_id_str":"1982837203693699527","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1247411173424656384","name":"Lunic","screen_name":"0xLunic","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xLunic","lang":"en","retweeted":false,"fact_check":null,"id":"1982850674187804841","view_count":1245,"bookmark_count":0,"created_at":1761583414000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982837203693699527","full_text":"@0xLunic hard agree.\n\ntbh i think onchain yield (at this stage) is not only not worth the risk, but not 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":4,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":64,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":85,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":38,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":3,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":11,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":19,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nretweets":[{"label":"2025-10-18","value":2,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":6,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":63,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":4,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":12,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe because \"it fell off\" before hammering out an essay on how the gold pump affects the working class everyman\n\n(median ct 8 figure nw guy in his 20's)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,194],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TWGx7X5ihS","expanded_url":"https://x.com/cryptoklotz/status/1982798679661518869/photo/1","ext_alt_text":"Smg4 Mario 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":8,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":40,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":28,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":20,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":4,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":9,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":7,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nlikes":[{"label":"2025-10-18","value":104,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":193,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":1180,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":212,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":601,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe because \"it fell off\" before hammering out an essay on how the gold pump affects the working class everyman\n\n(median ct 8 figure nw guy in his 20's)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,194],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TWGx7X5ihS","expanded_url":"https://x.com/cryptoklotz/status/1982798679661518869/photo/1","ext_alt_text":"Smg4 Mario 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":67,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":498,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":470,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":499,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":192,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":295,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":324,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":8,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nviews":[{"label":"2025-10-18","value":7311,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":29432,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":65954,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":20311,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":71532,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe because \"it fell off\" before hammering out an essay on how the gold pump affects the working class everyman\n\n(median ct 8 figure nw guy in his 20's)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,194],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TWGx7X5ihS","expanded_url":"https://x.com/cryptoklotz/status/1982798679661518869/photo/1","ext_alt_text":"Smg4 Mario 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":5252,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":68809,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":87141,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":44480,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":14684,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 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tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":25662,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":21976,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":1295,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick 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Using engaging questions or interactive polls could also break down barriers and transform his deep insights into community conversations."},"created":1763300948517,"type":"the analyst","id":"hifrommichaelv"},{"user":{"id":"947237358814064640","name":"NeilXbt","description":"Full time reply guy || In blockchain we trust || In Crypto Since '17 || NFA","followers_count":18429,"friends_count":856,"statuses_count":8326,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1980902328950489088/8vXHOzfW_normal.jpg","screen_name":"neil_xbt","location":"","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"linktr.ee/neilxbt","expanded_url":"https://linktr.ee/neilxbt","url":"https://t.co/lyOvUjUx1Y","indices":[0,23]}]}}},"details":{"type":"The Analyst","description":"NeilXbt is the go-to crypto detective, diving deep into wallet tracking, market trends, and emerging tokens with sharp insight and relentless curiosity. 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Trust and informed decision-making reign supreme in his digital economy creed.","facts":"Fun fact: NeilXbt has been in crypto since 2017 and tweets over 8,000 times, proving he's not just watching the market, he's actively participating — and replying — almost full-time!","strength":"In-depth analytical skills and a strong command of blockchain mechanics allow him to spot trends and decode whale movements that others might miss. His prolific engagement and responses foster an active, informed community.","weakness":"His intense focus on detailed crypto analysis sometimes leads to information overload for casual followers and may alienate audience members looking for simpler, bite-sized content. Also, being a full-time reply guy can burn out his personal brand voice.","roast":"NeilXbt, simultaneously the Sherlock Holmes of crypto and the busiest reply guy on the block—he’s probably spent more time replying than sleeping in the last year. At this point, his keyboard should have a loyalty card.","win":"Crafted a viral thread unveiling a crypto whale’s $121 million holdings that garnered over 135,000 views and sparked multiple engaging discussions, positioning him as a trusted analyst in the blockchain community.","recommendation":"To grow his audience on X, NeilXbt should blend his deep-dive threads with quick, punchy insights and occasional meme-driven content that hooks casual scrollers. Engaging in X Spaces and collaborating with other analysts could amplify his reach and cater to both crypto enthusiasts and newcomers alike."},"created":1763296402562,"type":"the analyst","id":"neil_xbt"}],"activities":{"nreplies":[{"label":"2025-10-18","value":3,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":12,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great analysis.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-20","value":13,"startTime":1760832000000,"endTime":1760918400000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TmPtGpuE5S","expanded_url":"https://x.com/cryptoklotz/status/1979951909071962163/photo/1","id_str":"1979951223085076480","indices":[275,298],"media_key":"3_1979951223085076480","media_url_https":"https://pbs.twimg.com/media/G3ozJayWEAAypvy.png","type":"photo","url":"https://t.co/TmPtGpuE5S","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1035,"w":2048,"resize":"fit"},"medium":{"h":606,"w":1200,"resize":"fit"},"small":{"h":344,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1064,"width":2106,"focus_rects":[{"x":206,"y":0,"w":1900,"h":1064},{"x":1042,"y":0,"w":1064,"h":1064},{"x":1173,"y":0,"w":933,"h":1064},{"x":1467,"y":0,"w":532,"h":1064},{"x":0,"y":0,"w":2106,"h":1064}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1979951223085076480"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/TmPtGpuE5S","expanded_url":"https://x.com/cryptoklotz/status/1979951909071962163/photo/1","id_str":"1979951223085076480","indices":[275,298],"media_key":"3_1979951223085076480","media_url_https":"https://pbs.twimg.com/media/G3ozJayWEAAypvy.png","type":"photo","url":"https://t.co/TmPtGpuE5S","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1035,"w":2048,"resize":"fit"},"medium":{"h":606,"w":1200,"resize":"fit"},"small":{"h":344,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1064,"width":2106,"focus_rects":[{"x":206,"y":0,"w":1900,"h":1064},{"x":1042,"y":0,"w":1064,"h":1064},{"x":1173,"y":0,"w":933,"h":1064},{"x":1467,"y":0,"w":532,"h":1064},{"x":0,"y":0,"w":2106,"h":1064}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1979951223085076480"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1979948230638010446","quoted_status_permalink":{"url":"https://t.co/KStxEegtjl","expanded":"https://twitter.com/tentaclepapi/status/1979948230638010446","display":"x.com/tentaclepapi/s…"},"retweeted":false,"fact_check":null,"id":"1979951909071962163","view_count":23660,"bookmark_count":40,"created_at":1760892295000,"favorite_count":144,"quote_count":0,"reply_count":13,"retweet_count":11,"user_id_str":"1546650538699358208","conversation_id_str":"1979951909071962163","full_text":"on one hand:\nin USD terms, you can (and should) sell your sol, eth, btc, hype, memes, nanocap shitters, whatever else, if you're up huge and it's a life-changing amount of money.\n\n4k and 200 isn't 10k and 500, but it's still fairly rosy.\n\notherwise, we're entering the worst possible time to sell alts rel btc across a multi-year timeframe","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-21","value":48,"startTime":1760918400000,"endTime":1761004800000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980200054548734329","quoted_status_permalink":{"url":"https://t.co/EEJjvkmFm6","expanded":"https://twitter.com/ColdBloodShill/status/1980200054548734329","display":"x.com/ColdBloodShill…"},"retweeted":false,"fact_check":null,"id":"1980265434646491576","view_count":5436,"bookmark_count":5,"created_at":1760967045000,"favorite_count":58,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1980265434646491576","full_text":"i don't know what people's expectations were here. this is so textbook bullish it's comical.\n-big pump\n-little baby trouble at resistance\n-push through, come back for a retest (very extended from MAs by this point)\ngiven broader market context: continuation likely\n\ni get that people want eth to pump to 10k in a straight line, but what more do you want here? BTC dom going up while eth is holding near/above 4k is about as good of a base building exercise as one could hope for","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980360882346684706","quoted_status_permalink":{"url":"https://t.co/NFZjYkGh49","expanded":"https://twitter.com/gainzy222/status/1980360882346684706","display":"x.com/gainzy222/stat…"},"retweeted":false,"fact_check":null,"id":"1980367091325890714","view_count":1050,"bookmark_count":3,"created_at":1760991282000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980367091325890714","full_text":"interesting phenomenon here\n\ni saw this w/ useless and now seeing it w/ ZEC\n\ni thought it was just a memecoin derangement syndrome thing, but ZEC is the opposite (ancient tech coin), so why do they both have such outspoken haters?\n\nhypothesis: people have such incredibly bad PTSD right now, and are so infected with cynicism, that any coin that's an outperformer garners a perception that it *MUST* be because of dark, sinister forces - a price-attn flywheel pump is just simply no longer possible, and never will be - it *has* to be a scam\n\n*note: this post is a grant","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980370501169213586","quoted_status_permalink":{"url":"https://t.co/mR2ZDCk8s8","expanded":"https://twitter.com/gammichan/status/1980370501169213586","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1980384381983416395","view_count":769,"bookmark_count":0,"created_at":1760995405000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980384381983416395","full_text":"good find/callout\n\nRSI is important and has some predictive qualities and patterns,\nbut also: RSI can stay elevated or depressed for longer and price can do crazier shit (to the upside or downside) than anyone expects or is ready for.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980267524450042280","view_count":25423,"bookmark_count":48,"created_at":1760967544000,"favorite_count":267,"quote_count":0,"reply_count":30,"retweet_count":15,"user_id_str":"1546650538699358208","conversation_id_str":"1980267524450042280","full_text":"i don't know who needs to hear this, but next time we get this setup:\n\n1) alt:btc pairs ground down to the black bedrock of half-decade lows\n2) biggest alt liquidation event in history\n3) MMs undergoing a few days of selling to balance their books in the immediate aftermath\n4) thumb on scale w/ temporary tariff headline risk headwind\n\nwhile\n\n1) risk markets poised to continue running hot across a dozen boring/reliable metrics\n2) backdrop of biggest across-the-board deregulation the space will ever see\n3) chatter about stimmies, tax policy, other rumors simmering\n\ni'm all about heavy BTC (and megacap majors) exposure, maybe not the best time to capitulate your alts? like, maybe when people see forced selling via liquidations and as a group say \"this is the first time in market history max pain is genuinely up\", *voluntaily* selling your alts here is maybe kinda crazy?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2178012643","name":"Balaji","screen_name":"balajis","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"balajis","lang":"en","retweeted":false,"fact_check":null,"id":"1980270641816141974","view_count":1664,"bookmark_count":2,"created_at":1760968287000,"favorite_count":6,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980246504880386253","full_text":"that's funny. i've literally spent the last week talking to people about building an AI-driven dashboard that outputs infographics about bloodwork/labs and talks diagnostics/interpretation. some products like this exist, but they're limited in scope and not comprehensive.\n\ni'm all for this coming out as 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stake monitoring this sort of thing. it'll unironically be in the charts.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981379599675101543","quoted_status_permalink":{"url":"https://t.co/3bWmeaqhSM","expanded":"https://twitter.com/MacroCRG/status/1981379599675101543","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1981386899479465995","view_count":4572,"bookmark_count":0,"created_at":1761234423000,"favorite_count":52,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981386899479465995","full_text":"this is part of the game now.\nnot all 'crime' during 'crime season' is PVE\n\ncan the windfall from the deregulation boom outstrip all the extraction/insider trading and orchestrated manipulation that's occurring? that's the balance","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,54],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/8OVA4bQR0D","expanded_url":"https://x.com/cryptoklotz/status/1981382793109115183/photo/1","id_str":"1981382680068468736","indices":[55,78],"media_key":"3_1981382680068468736","media_url_https":"https://pbs.twimg.com/media/G39JDLmXsAAPC2n.png","type":"photo","url":"https://t.co/8OVA4bQR0D","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":432,"w":486,"resize":"fit"},"medium":{"h":432,"w":486,"resize":"fit"},"small":{"h":432,"w":486,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":432,"width":486,"focus_rects":[{"x":0,"y":46,"w":486,"h":272},{"x":54,"y":0,"w":432,"h":432},{"x":107,"y":0,"w":379,"h":432},{"x":244,"y":0,"w":216,"h":432},{"x":0,"y":0,"w":486,"h":432}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981382680068468736"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/8OVA4bQR0D","expanded_url":"https://x.com/cryptoklotz/status/1981382793109115183/photo/1","id_str":"1981382680068468736","indices":[55,78],"media_key":"3_1981382680068468736","media_url_https":"https://pbs.twimg.com/media/G39JDLmXsAAPC2n.png","type":"photo","url":"https://t.co/8OVA4bQR0D","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":432,"w":486,"resize":"fit"},"medium":{"h":432,"w":486,"resize":"fit"},"small":{"h":432,"w":486,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":432,"width":486,"focus_rects":[{"x":0,"y":46,"w":486,"h":272},{"x":54,"y":0,"w":432,"h":432},{"x":107,"y":0,"w":379,"h":432},{"x":244,"y":0,"w":216,"h":432},{"x":0,"y":0,"w":486,"h":432}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981382680068468736"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981382793109115183","view_count":1844,"bookmark_count":1,"created_at":1761233444000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981382793109115183","full_text":"the last two months of opening tradingview, colorized: https://t.co/8OVA4bQR0D","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981377485557186671","quoted_status_permalink":{"url":"https://t.co/MEKHeCiMH4","expanded":"https://twitter.com/zoomerfied/status/1981377485557186671","display":"x.com/zoomerfied/sta…"},"retweeted":false,"fact_check":null,"id":"1981380497549787573","view_count":15742,"bookmark_count":1,"created_at":1761232897000,"favorite_count":323,"quote_count":0,"reply_count":18,"retweet_count":11,"user_id_str":"1546650538699358208","conversation_id_str":"1981380497549787573","full_text":"the irony is CT has never wanted to see cz in jail more than this past month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981370474295619817","view_count":4080,"bookmark_count":1,"created_at":1761230507000,"favorite_count":54,"quote_count":0,"reply_count":12,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981370474295619817","full_text":"in case anyone is wondering what sort of dealflow an account w/ 24k followers gets on ct:\n\nother than third-tier crawback CEX w/ a 0 trustpilot score trying to do a fee-based partnership, i get people that will, once a day like clockwork, DM me the contract address of a 90k mcap topper at its nanotop, typically moments before it accelerates to zero.\n\n99.99% of the time i fade these and check back on the DM chain and it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":105,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude 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tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be 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Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":52,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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\"dog shaking an animal by its neck to kill it\" pattern before going higher.\n\nlure lev folks in during low vol and violently destroy all of them (in this case re-destroy many), then up we go. 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tbh","in_reply_to_user_id_str":"279828819","in_reply_to_status_id_str":"1982968229241991347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1622336819793739779","name":"flock (6'3)","screen_name":"melgibsonfan99","indices":[0,15]},{"id_str":"1051852534518824960","name":"smolting (wassie, verse)","screen_name":"inversebrah","indices":[16,28]}]},"favorited":false,"in_reply_to_screen_name":"melgibsonfan99","lang":"en","retweeted":false,"fact_check":null,"id":"1982970399144165703","view_count":821,"bookmark_count":0,"created_at":1761611959000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982916775143751981","full_text":"@melgibsonfan99 @inversebrah i'm leaving everything i've ever known / friends / family / my innocence behind\n\nbut i will save $4500 this 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took 3 days off from checking prices/ct while traveling - what the *fuck* did they do to alts? 😂\n\nkinda sad in hindsight - my biggest blunder this \"cycle\" was capitulating 50% of my port top to bottom (biased toward liquidating memes over btc/eth/sol) in late jan thru the feb 1-3 hell weekend at roughly 40-50% lower than my port ATH\n\nat the time i felt very upset about that - but reckoned \"well, if the global financial system is about to break because of this trade war, 50-60% of my port ATH for this tranche of non-majors will actually be outstanding\"\n\ni waited a bit and then allocated that cash to the s&p not at the pico-bottom before trump reverse policy, but within a few hundred points\n\nthat money is now virtually back up at its ATH\n\nturns out alt season was really just buying boring equity indices during last winter/spring.\n\nfrom what i'm reading: a more detailed postmortem about oct 10 is swirling. could shed a lot of light and influence near-term PA, or at least 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick 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this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two tops","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985709121199325391","view_count":5545,"bookmark_count":7,"created_at":1762264921000,"favorite_count":128,"quote_count":1,"reply_count":18,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1985709121199325391","full_text":"how funny would it be if the gov shutdown ended and the financial arms of the gov turned liquidity taps back on and then trump or bessent unexpectedly surprised w/ a wild pro-crypto tax announcement or shock disclosure that they were buying to add to US gov btc reserve haha","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,64],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1911123607956443136","name":"Rank 1","screen_name":"0xranker","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"0xranker","lang":"en","retweeted":false,"fact_check":null,"id":"1985787900617961474","view_count":3314,"bookmark_count":3,"created_at":1762283704000,"favorite_count":60,"quote_count":1,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"@0xranker which chapter covers cz sticking his dick in your ear?","in_reply_to_user_id_str":"1911123607956443136","in_reply_to_status_id_str":"1985785531352117493","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":42,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/KszxKk0c0i","expanded_url":"https://x.com/cryptoklotz/status/1986071628413915568/photo/1","id_str":"1986070383473131520","indices":[280,303],"media_key":"3_1986070383473131520","media_url_https":"https://pbs.twimg.com/media/G4_wfbnXAAAOhFz.png","type":"photo","url":"https://t.co/KszxKk0c0i","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1085,"w":2048,"resize":"fit"},"medium":{"h":636,"w":1200,"resize":"fit"},"small":{"h":360,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1093,"width":2063,"focus_rects":[{"x":0,"y":0,"w":1952,"h":1093},{"x":0,"y":0,"w":1093,"h":1093},{"x":0,"y":0,"w":959,"h":1093},{"x":87,"y":0,"w":547,"h":1093},{"x":0,"y":0,"w":2063,"h":1093}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986070383473131520"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/KszxKk0c0i","expanded_url":"https://x.com/cryptoklotz/status/1986071628413915568/photo/1","id_str":"1986070383473131520","indices":[280,303],"media_key":"3_1986070383473131520","media_url_https":"https://pbs.twimg.com/media/G4_wfbnXAAAOhFz.png","type":"photo","url":"https://t.co/KszxKk0c0i","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1085,"w":2048,"resize":"fit"},"medium":{"h":636,"w":1200,"resize":"fit"},"small":{"h":360,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1093,"width":2063,"focus_rects":[{"x":0,"y":0,"w":1952,"h":1093},{"x":0,"y":0,"w":1093,"h":1093},{"x":0,"y":0,"w":959,"h":1093},{"x":87,"y":0,"w":547,"h":1093},{"x":0,"y":0,"w":2063,"h":1093}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986070383473131520"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986071628413915568","view_count":5183,"bookmark_count":16,"created_at":1762351350000,"favorite_count":90,"quote_count":0,"reply_count":11,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1986071628413915568","full_text":"maximum fear in equities/tradfi\nmaximum fear in crypto\n\nif this resolves like the first two wicks below, it'll just be another \"zoom out, nothing ever happens\" and we'll go higher\n\nmy thesis:\n\n1) this whole range is a redistribution event where ancient supply/4 year cycloors are selling into tradfi/newcomer/\"4 year cycle either doesn't exist, or is pushed back a year+\"/\"currency debasement is real\" crowd.\n\n2) regularly scheduled equities cooloff + gov shutdown (liq taps/data reporting) + hawkish fed tone smokescreen put a thumb on the scale alongside the above selling\n\n3) the long tail/gradient of old supply exchanging hands exhausts into the other things resolving, and we're markedly higher by EOY, if not at new highs (possibly early-mid Q1)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986106986950537594","quoted_status_permalink":{"url":"https://t.co/gfrrXBfYU5","expanded":"https://twitter.com/gammichan/status/1986106986950537594","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1986107803488993516","view_count":13694,"bookmark_count":19,"created_at":1762359975000,"favorite_count":90,"quote_count":0,"reply_count":1,"retweet_count":11,"user_id_str":"1546650538699358208","conversation_id_str":"1986107803488993516","full_text":"yup. would also add:\n\nany long term supply holders who are dead set on selling before, or during the prescribed \"4 year cycle top\" would hypothetically have distributed that supply to a new class of holders (tradfi, perfect 4 yr cycle fadoors, currency debasement folks, etc) starting months ago, with a crest over the past few weeks, and a much thinner long tail going forward.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986068527342641297","quoted_status_permalink":{"url":"https://t.co/hbKfJk5ljI","expanded":"https://twitter.com/DeItaone/status/1986068527342641297","display":"x.com/DeItaone/statu…"},"retweeted":false,"fact_check":null,"id":"1986070045080887632","view_count":26515,"bookmark_count":27,"created_at":1762350972000,"favorite_count":239,"quote_count":0,"reply_count":4,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1986070045080887632","full_text":"in case you (somehow) weren't locked in during last spring, you probably want to take this at face value (bottom was in the instant he tweeted 'buy')\n\ntrump is the ultimate tradfi KOL tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986134541036363787","quoted_status_permalink":{"url":"https://t.co/m9X4fhRldN","expanded":"https://twitter.com/BigDickBull69/status/1986134541036363787","display":"x.com/BigDickBull69/…"},"retweeted":false,"fact_check":null,"id":"1986142391393210370","view_count":10294,"bookmark_count":7,"created_at":1762368221000,"favorite_count":87,"quote_count":0,"reply_count":7,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1986142391393210370","full_text":"would take it a step further: if we creep back up toward new highs at any point through EOY-feb, significant % of the \"sell it at the four year cycle mark\" people are going to be in an awkward spot. a cohort of those folks that distributed ancient supply into new hands buying back or even FOMOing back in would put a lot of upward pressure on price.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,132],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986113015473733772","view_count":7554,"bookmark_count":2,"created_at":1762361217000,"favorite_count":158,"quote_count":4,"reply_count":18,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986113015473733772","full_text":"anyone posting \"alt season\" before we see 6k eth/300+ sol should be confined to a secure facility for the remainder of the cycle tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"141784177","name":"Daniel Dennehy","screen_name":"danielgothits","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"danielgothits","lang":"en","retweeted":false,"fact_check":null,"id":"1986073601771004168","view_count":171,"bookmark_count":0,"created_at":1762351820000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986066404160725332","full_text":"@danielgothits on the plus side:\ndoordash orders are about to literally teleport to your apt","in_reply_to_user_id_str":"141784177","in_reply_to_status_id_str":"1986066404160725332","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":37,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"fi","quoted_status_id_str":"1986468034991591685","quoted_status_permalink":{"url":"https://t.co/YDjSv2vjZT","expanded":"https://twitter.com/MelMattison1/status/1986468034991591685","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1986471579015127353","view_count":9035,"bookmark_count":7,"created_at":1762446705000,"favorite_count":70,"quote_count":1,"reply_count":9,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1986471579015127353","full_text":"Melbert Mellington Mattison gorilla mode","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,20],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1986450428809138541","quoted_status_permalink":{"url":"https://t.co/zt1rA2KPpO","expanded":"https://twitter.com/lazyvillager1/status/1986450428809138541","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1986470865303695436","view_count":4360,"bookmark_count":0,"created_at":1762446535000,"favorite_count":19,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1986470865303695436","full_text":"interesting spot 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btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":64,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":35,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":43,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":28,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":24,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":44,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nbookmarks":[{"label":"2025-10-18","value":1,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":28,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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one hand:\nin USD terms, you can (and should) sell your sol, eth, btc, hype, memes, nanocap shitters, whatever else, if you're up huge and it's a life-changing amount of money.\n\n4k and 200 isn't 10k and 500, but it's still fairly rosy.\n\notherwise, we're entering the worst possible time to sell alts rel btc across a multi-year 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baby trouble at resistance\n-push through, come back for a retest (very extended from MAs by this point)\ngiven broader market context: continuation likely\n\ni get that people want eth to pump to 10k in a straight line, but what more do you want here? BTC dom going up while eth is holding near/above 4k is about as good of a base building exercise as one could hope for","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980360882346684706","quoted_status_permalink":{"url":"https://t.co/NFZjYkGh49","expanded":"https://twitter.com/gainzy222/status/1980360882346684706","display":"x.com/gainzy222/stat…"},"retweeted":false,"fact_check":null,"id":"1980367091325890714","view_count":1050,"bookmark_count":3,"created_at":1760991282000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980367091325890714","full_text":"interesting phenomenon here\n\ni saw this w/ useless and now seeing it w/ ZEC\n\ni thought it was just a memecoin derangement syndrome thing, but ZEC is the opposite (ancient tech coin), so why do they both have such outspoken haters?\n\nhypothesis: people have such incredibly bad PTSD right now, and are so infected with cynicism, that any coin that's an outperformer garners a perception that it *MUST* be because of dark, sinister forces - a price-attn flywheel pump is just simply no longer possible, and never will be - it *has* to be a scam\n\n*note: this post is a grant","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980370501169213586","quoted_status_permalink":{"url":"https://t.co/mR2ZDCk8s8","expanded":"https://twitter.com/gammichan/status/1980370501169213586","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1980384381983416395","view_count":769,"bookmark_count":0,"created_at":1760995405000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980384381983416395","full_text":"good find/callout\n\nRSI is important and has some predictive qualities and patterns,\nbut also: RSI can stay elevated or depressed for longer and price can do crazier shit (to the upside or downside) than anyone expects or is ready for.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980267524450042280","view_count":25423,"bookmark_count":48,"created_at":1760967544000,"favorite_count":267,"quote_count":0,"reply_count":30,"retweet_count":15,"user_id_str":"1546650538699358208","conversation_id_str":"1980267524450042280","full_text":"i don't know who needs to hear this, but next time we get this setup:\n\n1) alt:btc pairs ground down to the black bedrock of half-decade lows\n2) biggest alt liquidation event in history\n3) MMs undergoing a few days of selling to balance their books in the immediate aftermath\n4) thumb on scale w/ temporary tariff headline risk headwind\n\nwhile\n\n1) risk markets poised to continue running hot across a dozen boring/reliable metrics\n2) backdrop of biggest across-the-board deregulation the space will ever see\n3) chatter about stimmies, tax policy, other rumors simmering\n\ni'm all about heavy BTC (and megacap majors) exposure, maybe not the best time to capitulate your alts? like, maybe when people see forced selling via liquidations and as a group say \"this is the first time in market history max pain is genuinely up\", *voluntaily* selling your alts here is maybe kinda crazy?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2178012643","name":"Balaji","screen_name":"balajis","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"balajis","lang":"en","retweeted":false,"fact_check":null,"id":"1980270641816141974","view_count":1664,"bookmark_count":2,"created_at":1760968287000,"favorite_count":6,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980246504880386253","full_text":"that's funny. i've literally spent the last week talking to people about building an AI-driven dashboard that outputs infographics about bloodwork/labs and talks diagnostics/interpretation. some products like this exist, but they're limited in scope and not comprehensive.\n\ni'm all for this coming out as soon as possible. there are so many people with suboptimal health outcomes, or worse yet, mystery illnesses they can't figure out. going to your GP once a year for standard bloodwork and him saying \"yeah cholesterol is kinda high, exercise more\" is [god willing] going to look like the fucking stone age soon","in_reply_to_user_id_str":"2178012643","in_reply_to_status_id_str":"1980246504880386253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,265],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1980324945843618300","view_count":4186,"bookmark_count":0,"created_at":1760981234000,"favorite_count":13,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1980323906008572126","full_text":"@blknoiz06 similar phenomenon as useless\n\npeople are so, so badly beaten down by their PTSD, that any coins that see sustained positive PA are put down to market manipulation by a cabal of scammers rather than any sort of organic price-attn flywheel or fundamentals","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1980323906008572126","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":25,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,198],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618825948123136","indices":[199,222],"media_key":"3_1980618825948123136","media_url_https":"https://pbs.twimg.com/media/G3ySVBQW0AAdohD.jpg","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1077,"w":2048,"resize":"fit"},"medium":{"h":631,"w":1200,"resize":"fit"},"small":{"h":358,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1081,"width":2056,"focus_rects":[{"x":0,"y":0,"w":1930,"h":1081},{"x":0,"y":0,"w":1081,"h":1081},{"x":0,"y":0,"w":948,"h":1081},{"x":0,"y":0,"w":541,"h":1081},{"x":0,"y":0,"w":2056,"h":1081}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618825948123136"}}},{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618835334922240","indices":[199,222],"media_key":"3_1980618835334922240","media_url_https":"https://pbs.twimg.com/media/G3ySVkOWAAAMUGh.png","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1106,"w":2048,"resize":"fit"},"medium":{"h":648,"w":1200,"resize":"fit"},"small":{"h":367,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1107,"width":2050,"focus_rects":[{"x":0,"y":0,"w":1977,"h":1107},{"x":0,"y":0,"w":1107,"h":1107},{"x":0,"y":0,"w":971,"h":1107},{"x":183,"y":0,"w":554,"h":1107},{"x":0,"y":0,"w":2050,"h":1107}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618835334922240"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618825948123136","indices":[199,222],"media_key":"3_1980618825948123136","media_url_https":"https://pbs.twimg.com/media/G3ySVBQW0AAdohD.jpg","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1077,"w":2048,"resize":"fit"},"medium":{"h":631,"w":1200,"resize":"fit"},"small":{"h":358,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1081,"width":2056,"focus_rects":[{"x":0,"y":0,"w":1930,"h":1081},{"x":0,"y":0,"w":1081,"h":1081},{"x":0,"y":0,"w":948,"h":1081},{"x":0,"y":0,"w":541,"h":1081},{"x":0,"y":0,"w":2056,"h":1081}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618825948123136"}}},{"display_url":"pic.x.com/ohirlHAJ01","expanded_url":"https://x.com/cryptoklotz/status/1980618903610093823/photo/1","id_str":"1980618835334922240","indices":[199,222],"media_key":"3_1980618835334922240","media_url_https":"https://pbs.twimg.com/media/G3ySVkOWAAAMUGh.png","type":"photo","url":"https://t.co/ohirlHAJ01","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1106,"w":2048,"resize":"fit"},"medium":{"h":648,"w":1200,"resize":"fit"},"small":{"h":367,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1107,"width":2050,"focus_rects":[{"x":0,"y":0,"w":1977,"h":1107},{"x":0,"y":0,"w":1107,"h":1107},{"x":0,"y":0,"w":971,"h":1107},{"x":183,"y":0,"w":554,"h":1107},{"x":0,"y":0,"w":2050,"h":1107}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1980618835334922240"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1980618903610093823","view_count":75,"bookmark_count":0,"created_at":1761051319000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1980618903610093823","full_text":"BTC/market 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":102,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":12,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":98,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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\"dog shaking an animal by its neck to kill it\" pattern before going higher.\n\nlure lev folks in during low vol and violently destroy all of them (in this case re-destroy many), then up we go. https://t.co/11Y0snrH9S","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1982906355812835653","quoted_status_permalink":{"url":"https://t.co/jBhKXnO5eh","expanded":"https://twitter.com/TheBlock__/status/1982906355812835653","display":"x.com/TheBlock__/sta…"},"retweeted":false,"fact_check":null,"id":"1982920101281312808","view_count":3793,"bookmark_count":0,"created_at":1761599967000,"favorite_count":39,"quote_count":0,"reply_count":6,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982920101281312808","full_text":"DATs are cool because in 2025 you could just buy the assets directly, or via an ETF, but why do that when you can enjoy the zany fun of a purposeless and unpredictable middleman?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982780421189271660","quoted_status_permalink":{"url":"https://t.co/CyIPWwmatw","expanded":"https://twitter.com/Cbb0fe/status/1982780421189271660","display":"x.com/Cbb0fe/status/…"},"retweeted":false,"fact_check":null,"id":"1982837203693699527","view_count":42145,"bookmark_count":73,"created_at":1761580203000,"favorite_count":216,"quote_count":0,"reply_count":16,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1982837203693699527","full_text":"very reasonable on paper.\n\nunfortunately how \"split 3m into 2.5m farming stables + 500k high conviction alt\" usually ends, during bear:\n\nsome, or all of the 2.5m is lost to smart contract risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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Zero upside.\" (couldn't agree more)\n-\"No leverage\"\n\nLow tax jurisdiction: go nuts if it's a wash w/ where you currently reside in terms of safety + quality of life","in_reply_to_user_id_str":"1546650538699358208","in_reply_to_status_id_str":"1982837203693699527","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1247411173424656384","name":"Lunic","screen_name":"0xLunic","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xLunic","lang":"en","retweeted":false,"fact_check":null,"id":"1982850674187804841","view_count":1245,"bookmark_count":0,"created_at":1761583414000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982837203693699527","full_text":"@0xLunic hard agree.\n\ntbh i think onchain yield (at this stage) is not only not worth the risk, but not 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":4,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":64,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":85,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":38,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":3,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":11,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":19,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nretweets":[{"label":"2025-10-18","value":2,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":6,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":63,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":4,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":12,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe because \"it fell off\" before hammering out an essay on how the gold pump affects the working class everyman\n\n(median ct 8 figure nw guy in his 20's)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,194],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TWGx7X5ihS","expanded_url":"https://x.com/cryptoklotz/status/1982798679661518869/photo/1","ext_alt_text":"Smg4 Mario 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":8,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":40,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":28,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":20,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":4,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":9,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":7,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nlikes":[{"label":"2025-10-18","value":104,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":193,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":1180,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":212,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":601,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe because \"it fell off\" before hammering out an essay on how the gold pump affects the working class everyman\n\n(median ct 8 figure nw guy in his 20's)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,194],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TWGx7X5ihS","expanded_url":"https://x.com/cryptoklotz/status/1982798679661518869/photo/1","ext_alt_text":"Smg4 Mario 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":67,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":498,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":470,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":499,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":192,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 🏹","screen_name":"d_gilz","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"d_gilz","lang":"en","retweeted":false,"fact_check":null,"id":"1988723987501686882","view_count":1034,"bookmark_count":0,"created_at":1762983721000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988708150246297604","full_text":"@d_gilz i feel like (at least in NYC) genuinely 90%+ of people i know are on some sort of mood drug or whatever\n\nsometimes feel like i'm the only one rawdogging life tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":295,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":324,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":8,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick Law","screen_name":"BurwickLaw","indices":[74,85]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989518714308276441","view_count":1295,"bookmark_count":0,"created_at":1763173199000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989436596752716244","full_text":"@Tradermayne @pierre_crypt0 Gonna keep it a buck here\n\nThis is borderline @BurwickLaw territory","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989436596752716244","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-17","value":0,"startTime":1763251200000,"endTime":1763337600000,"tweets":[]}],"nviews":[{"label":"2025-10-18","value":7311,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[12,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"902926941413453824","name":"CZ 🔶 BNB","screen_name":"cz_binance","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"cz_binance","lang":"en","retweeted":false,"fact_check":null,"id":"1979211957023527213","view_count":820,"bookmark_count":0,"created_at":1760715877000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979204734125748615","full_text":"@cz_binance heard about a scrappy startup that might be capable of this down the road - think it's like \"chain fence\" or something","in_reply_to_user_id_str":"902926941413453824","in_reply_to_status_id_str":"1979204734125748615","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,215],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1064421325186359296","name":"Taiki Maeda","screen_name":"TaikiMaeda2","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"TaikiMaeda2","lang":"en","retweeted":false,"fact_check":null,"id":"1979305860703883595","view_count":6491,"bookmark_count":1,"created_at":1760738265000,"favorite_count":100,"quote_count":0,"reply_count":2,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1979222907625836661","full_text":"@TaikiMaeda2 i think you're wrong,\nbut i also think if you've made a meaningful amount of money from the 2022-2023 lows and are objectively happy with that, there's no wrong time to sell, even if we go a lot higher.","in_reply_to_user_id_str":"1064421325186359296","in_reply_to_status_id_str":"1979222907625836661","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":29432,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979528465985528051","quoted_status_permalink":{"url":"https://t.co/qsy9Xw6RwA","expanded":"https://twitter.com/plur_daddy/status/1979528465985528051","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1979597492560756868","view_count":7015,"bookmark_count":11,"created_at":1760807796000,"favorite_count":44,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979597492560756868","full_text":"Simply and eloquently put - captures a lot of my thinking as well.\n\nOn the whole, I’d guess it’s far more likely BTC is behaving as a laggard and has at minimum another Nov 2024-magnitude expansion event (during which many alts will do well as well on at least their USD pairs).\n\nIf there’s another leg down on BTC, in the absence of a big, negative structural shift for risk writ large, I lean very heavily toward “shorter term deep value/reaccumulation territory”, rather than “pick up the ball and go home for a few years”.\n\nThe important thing for anyone not sidelining or short is to compose your portfolio with an outsize amount of majors, or stuff that doesn’t have intra-cycle ephemerality risk; ie. stuff that’s going to be at its highest USD value alongside BTC when (or even slightly beyond) BTC’s culmination.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,195],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979493535414968330","quoted_status_permalink":{"url":"https://t.co/GlC5Q6n5Vu","expanded":"https://twitter.com/cointradernik/status/1979493535414968330","display":"x.com/cointradernik/…"},"retweeted":false,"fact_check":null,"id":"1979522921656676841","view_count":11553,"bookmark_count":9,"created_at":1760790016000,"favorite_count":85,"quote_count":0,"reply_count":7,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1979522921656676841","full_text":"Same thoughts.\nAs always, the whole “BTC is cooked” prediction gets uncomfortable pretty quick the instant you game out stock indices grinding back up to new highs over the next quarter or three.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1979605059039056148","quoted_status_permalink":{"url":"https://t.co/FehW7AKD3N","expanded":"https://twitter.com/gammichan/status/1979605059039056148","display":"x.com/gammichan/stat…"},"retweeted":false,"fact_check":null,"id":"1979618292705952215","view_count":10864,"bookmark_count":8,"created_at":1760812755000,"favorite_count":64,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1979618292705952215","full_text":"great 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it's just a pattern of\n\"[ca]\"\n\"oops sorry man\"\n\"[ca]\"\n\"oops sorry man\"\n\"[ca] got the owner on board this one\"\n\"oops sorry man\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980867738601169406","quoted_status_permalink":{"url":"https://t.co/tdzvXm0wl7","expanded":"https://twitter.com/shanaka86/status/1980867738601169406","display":"x.com/shanaka86/stat…"},"retweeted":false,"fact_check":null,"id":"1981354831274021331","view_count":3875,"bookmark_count":2,"created_at":1761226778000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981354831274021331","full_text":"bullposts like this make a *lot* of assumptions and typically over-assume inflows into BTC by several orders of magnitude, but at the same time,\n\n\"The outcome is thermodynamic inevitability.\"\n\ni mean i don't know if i can dispute that ; )","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1398319504975970310","name":"ً","screen_name":"trading_axe","indices":[3278,3290]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1981301578893037997","quoted_status_permalink":{"url":"https://t.co/pf9REnmXgV","expanded":"https://twitter.com/trading_axe/status/1981301578893037997","display":"x.com/trading_axe/st…"},"retweeted":false,"fact_check":null,"id":"1981352099548951000","view_count":12718,"bookmark_count":44,"created_at":1761226126000,"favorite_count":65,"quote_count":0,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1981352099548951000","full_text":"great post. i can use this as a jumping off point to talk about a simple way to catch the next \"sol trade\". this is how/why i bought sol <20, despite being a rabid eth maxi\n\nboring preface:\nthere will come a time that crypto (and risk markets) go to absolute shit again.\n\nwhat doesn't matter too much is the finer details.\n-we might draw down + experience time capitulation that lasts a few quarters\n-it might be a few years (more typical)\n-BTC might draw down 75%, or 40-50%, or some other figure.\n\nnobody knows how it'll go down - it depends on if you're a \"new paradigm\" guy or a \"the pattern of risk moving in roughly 4 year cycles is intact\" guy, but the difference is more or less immaterial.\n\nthe setup is twofold:\n(and note this will be screamingly obvious to many in hindsight, and a few that are generally shrewd/seasoned, but in the moment, things are so miserable that it's hard to tell)\n\n1) wait for a \"plausible\" \"good enough\" bottom on BTC.\n\nonchain indicators aside (onchain top indicators exist. not sure how relevant those will be this cycle, but onchain bottom indicators exist too), the most reliable way to telling is \"what impact does bad news have on price\", or \"when does bad news stop moving things down\"\n\nyou'll remember the \"3AC gap\".. ultimately 3AC (and stuff like celsius, luna) wiped out insane amounts of money from the market. but put all of those things together, and they don't hold a candle to the magnitude of FTX collapsing, considering breadth and depth of impact, political/reg ramifications, etc -- and you'd never know it w/o looking, but FTX is genuinely a tiny blip on the charts compared to the other stuff. that's the signal you're looking for.\n\nthere were so many people watching BTC at 20k expecting it to drop to 12k (or lower), and we barely got 15.5k before rebounding to 17k within a day or two. *that* qualifies as a about as good of a bottom signal as you can possibly get, using the 'bad news stops dumping' framework\n\ntypically at this time, you'd want to buy just BTC, and wait for further time capitulation before adding alts, but if you're ok with some opportunity cost, or generally just being patient with stuff you got at deep value, that brings us to part two:\n\n2) if the alt you're kicking tires on is down, at this point in the market, between 80-95%, and it has organic usage and is being actively developed, what sort of multiple can you expect from it, if it merely pulls a 2021 EOS/tezos or similar?\n\nlook at a similar, but fundamentally worse project, and see what their echo or mean reversion pumps looked like. that's *more or less* the worst case scenario, within reason. i thought \"i, as an eth maxi, hate sol, but it still has a ton of usage and mindshare, and the tech is good, and people are shipping nonstop on it - worst case scenario, this will pump to ~100-120 bucks, if it pulls a 2021 EOS. that's a ~10x from here. i like those odds\". the rest is history.\n\ni don't know that we get another 'sol trade', given the unique history (great product that evolved into the best L1 we have today, SBF bootstrapped a lot of $ into it, it was associated w/ FTX when FTX went down which offered an unusually deep discount, etc), but there will be many similar opps if you know when to look for them.\n\n like @trading_axe said -- you just need to be present for every single second of the worst depths of the bear. the adage that 'you make money in the bear' is super true.\n\ni don't talk crypto IRL, but the few times someone asks me for advice, i tell them to just check in hard during the bear and buy the most boring stuff they can find for cheap. think about it like walking through the louvre and having an hour to grab anything you want for $10 per painting, while nailing perfect rotations during the bull is more akin to planning a diamond heist on a secure vault.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bxTMcCioeW","expanded_url":"https://x.com/cryptoklotz/status/1981344475994558625/photo/1","id_str":"1981343875617705984","indices":[278,301],"media_key":"3_1981343875617705984","media_url_https":"https://pbs.twimg.com/media/G38lwdwW0AAI29Z.png","type":"photo","url":"https://t.co/bxTMcCioeW","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"medium":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"small":{"faces":[{"x":123,"y":96,"h":61,"w":61}]},"orig":{"faces":[{"x":123,"y":96,"h":61,"w":61}]}},"sizes":{"large":{"h":294,"w":470,"resize":"fit"},"medium":{"h":294,"w":470,"resize":"fit"},"small":{"h":294,"w":470,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":294,"width":470,"focus_rects":[{"x":0,"y":0,"w":470,"h":263},{"x":5,"y":0,"w":294,"h":294},{"x":23,"y":0,"w":258,"h":294},{"x":79,"y":0,"w":147,"h":294},{"x":0,"y":0,"w":470,"h":294}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981343875617705984"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981344475994558625","view_count":4876,"bookmark_count":1,"created_at":1761224309000,"favorite_count":56,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981344475994558625","full_text":"honestly lol'd after reflecting:\nlooking at all ct's advice to\n\"touch grass\",\n\"take [months] off\",\n\"sit on your hands\",\nthere's really something telling when the most prudent advice you can give someone new to crypto is the same you'd give to someone encountering medusa\n\n\"yeah kinda looking to get into crypto, i heard you were involved, what shou-\"\n(panicked hissing)\n\"STAY AWAY! ONCE A YEAR YOU MAY APPROACH WITH FASTIDIOUS CAUTION AND SNATCH A GRAPE FROM THE TABLE, BUT BE PREPARED TO LOSE EVERYTHING\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[30,183],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506046786162548751","name":"Soe 🇺🇸 👉🇪🇪👉🇮🇹👉🇫🇷👉🇨🇭👉🇭🇰👉🇻🇳","screen_name":"SoeHaghighi","indices":[0,12]},{"id_str":"40255605","name":"Ernest Lee","screen_name":"ernestleedotcom","indices":[13,29]}]},"favorited":false,"in_reply_to_screen_name":"SoeHaghighi","lang":"en","retweeted":false,"fact_check":null,"id":"1981385166216962505","view_count":1555,"bookmark_count":1,"created_at":1761234010000,"favorite_count":36,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981184460336091375","full_text":"@SoeHaghighi @ernestleedotcom i think if i cleared mid-8 figures on apes\n\nno, still wouldn't get this tattoo in a state of mania\n\nwould probably just spend more time in infinity pools","in_reply_to_user_id_str":"1506046786162548751","in_reply_to_status_id_str":"1981184460336091375","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18989355","name":"Mike Solana","screen_name":"micsolana","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"micsolana","lang":"en","retweeted":false,"fact_check":null,"id":"1981373092233380028","view_count":447,"bookmark_count":0,"created_at":1761231131000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981324050669421017","full_text":"@micsolana man if anyone wants to see what adversary nation bot farms trying to stoke discontent look like, check out the comments on their post. crazy shit.","in_reply_to_user_id_str":"18989355","in_reply_to_status_id_str":"1981324050669421017","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":65954,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","quoted_status_id_str":"1981486331089080598","quoted_status_permalink":{"url":"https://t.co/cTPHQqDZOf","expanded":"https://twitter.com/fejau_inc/status/1981486331089080598","display":"x.com/fejau_inc/stat…"},"retweeted":false,"fact_check":null,"id":"1981518668224672062","view_count":9967,"bookmark_count":13,"created_at":1761265839000,"favorite_count":81,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1981518668224672062","full_text":"Good post.\nOn HTF trades, you get 99% of the juice for 1% of the squeeze on macro by looking for these major tidal shifts that happen once every few years. People overly deterministic about 4 year cycle timing are in for a rude awakening.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/NJ9tuHVi33","expanded_url":"https://x.com/cryptoklotz/status/1981726393684611407/photo/1","id_str":"1981726288780873728","indices":[168,191],"media_key":"3_1981726288780873728","media_url_https":"https://pbs.twimg.com/media/G4CBj1zWUAATQ85.png","type":"photo","url":"https://t.co/NJ9tuHVi33","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"medium":{"faces":[{"x":323,"y":133,"h":156,"w":156}]},"small":{"faces":[{"x":282,"y":116,"h":136,"w":136}]},"orig":{"faces":[{"x":323,"y":133,"h":156,"w":156}]}},"sizes":{"large":{"h":639,"w":777,"resize":"fit"},"medium":{"h":639,"w":777,"resize":"fit"},"small":{"h":559,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":639,"width":777,"focus_rects":[{"x":0,"y":0,"w":777,"h":435},{"x":69,"y":0,"w":639,"h":639},{"x":108,"y":0,"w":561,"h":639},{"x":228,"y":0,"w":320,"h":639},{"x":0,"y":0,"w":777,"h":639}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981726288780873728"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981726393684611407","view_count":8099,"bookmark_count":4,"created_at":1761315365000,"favorite_count":255,"quote_count":1,"reply_count":19,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1981726393684611407","full_text":"real footage of me watching equities rip to new highs while btc is trading ~30k below a commensurate move, posting \"you guys are so impatient haha\", then going to bed: https://t.co/NJ9tuHVi33","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,266],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981771248951796107","view_count":23669,"bookmark_count":27,"created_at":1761326059000,"favorite_count":617,"quote_count":1,"reply_count":45,"retweet_count":38,"user_id_str":"1546650538699358208","conversation_id_str":"1981771248951796107","full_text":"\"crypto experiencing its biggest wealth wipeout in market history + sentiment bottom + massively underperforming stocks ripping to new highs + ct going quiet is *exactly* what we need to see before crypto rips massively\" i said, before sliding the fries into the bag","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,10],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981835308116443169","quoted_status_permalink":{"url":"https://t.co/1RzqrRywyz","expanded":"https://twitter.com/thiccyth0t/status/1981835308116443169","display":"x.com/thiccyth0t/sta…"},"retweeted":false,"fact_check":null,"id":"1981838269114687726","view_count":10772,"bookmark_count":53,"created_at":1761342038000,"favorite_count":68,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1981838269114687726","full_text":"good post.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981812910557925820","quoted_status_permalink":{"url":"https://t.co/n8DtTOXjpz","expanded":"https://twitter.com/MelMattison1/status/1981812910557925820","display":"x.com/MelMattison1/s…"},"retweeted":false,"fact_check":null,"id":"1981841654056358174","view_count":6420,"bookmark_count":1,"created_at":1761342845000,"favorite_count":69,"quote_count":0,"reply_count":11,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1981841654056358174","full_text":"his name was melbert mattison.\n\nBDB/trading_axe energy here, and i love it\n\nneed more of this tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981793325587050878","quoted_status_permalink":{"url":"https://t.co/gypFmPqNLG","expanded":"https://twitter.com/nobodysausage/status/1981793325587050878","display":"x.com/nobodysausage/…"},"retweeted":false,"fact_check":null,"id":"1981795189191844347","view_count":7027,"bookmark_count":4,"created_at":1761331767000,"favorite_count":90,"quote_count":0,"reply_count":16,"retweet_count":12,"user_id_str":"1546650538699358208","conversation_id_str":"1981795189191844347","full_text":"this is big.\nnobody sausage is a great organic art IP / meme that's beloved outside of crypto.\n\nthey have a reputable team that's done activations inside and outside of crypto (pudgies, exchanges, boxing, clothing, media) and is playing things long term.\n\nthem introducing a token flywheel and starting to leverage their non-web3 community via their massive distribution channels (tens of millions of followers on social media) for the first time is going to be interesting.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[]},{"label":"2025-10-27","value":20311,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":true,"lang":"en","retweeted":false,"fact_check":null,"id":"1982501196666716184","view_count":2884,"bookmark_count":1,"created_at":1761500093000,"favorite_count":70,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982501196666716184","full_text":"“I think I feel a vibe shift. Higher!”\n\n- guy that waited to post this til BTC is 12k off the lows","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982420269743628515","quoted_status_permalink":{"url":"https://t.co/Q34PrGKRjX","expanded":"https://twitter.com/0xgumshoe/status/1982420269743628515","display":"x.com/0xgumshoe/stat…"},"retweeted":false,"fact_check":null,"id":"1982426296278982840","view_count":17427,"bookmark_count":11,"created_at":1761482235000,"favorite_count":142,"quote_count":0,"reply_count":6,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1982426296278982840","full_text":"Yup. Plan has been simple:\n\n1) Backdrop has infinite bullish tailwinds/macro setups (others/btc at half decade lows, gold ripped, Russell breaking out, etc etc)\n2) Be patient until orange man finishes operation tariffs 2, electric boogaloo\n3) Profit","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":71532,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,228],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982795400189710630","view_count":2149,"bookmark_count":0,"created_at":1761570236000,"favorite_count":21,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1982795400189710630","full_text":"guy that leaves a two-star yelp review at his local \"farm to whisk\" matcha cafe because \"it fell off\" before hammering out an essay on how the gold pump affects the working class everyman\n\n(median ct 8 figure nw guy in his 20's)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,194],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TWGx7X5ihS","expanded_url":"https://x.com/cryptoklotz/status/1982798679661518869/photo/1","ext_alt_text":"Smg4 Mario 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very constructive PA and macro backdrop since the local bottom, my inner emotional world until we hit at least 130k + show signs that cz isn't going to hammer the tape with 10b+ in sells https://t.co/TWGx7X5ihS","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982815842036293761","view_count":5189,"bookmark_count":19,"created_at":1761575110000,"favorite_count":62,"quote_count":1,"reply_count":7,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1982815842036293761","full_text":"fun anecdote about how rotational/PVP/ephemeral the trenches are:\n\nyou're either totally locked in 18+ hours a day for weeks straight to get up to speed (and then maintain that), or you're going to get chewed up\n\ni 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risk/counterparty risk or scandal, depending on nature of the loss.\n500k in that one alt = now 100k\n\nthis can quickly and easily become \"how to turn 3m into nearly zero\"\n\nfarmers will think this time will be different, products are more mature, there are more safeguards this time, etc\n\nif i had 3m nw, not sure i'd be able to sleep at night long term w/o most of it in treasuries/stock indices + straight BTC for the crypto/aggressive growth side, reserving a small amount (low 6 fig USD) to keep hands busy/look for high strike rate super asymmetrical upside opportunities you get a small handful of times a 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still think we're gonna be higher by EOY\n\nbut i will start doom posting soon for superstition reasons.\n\nex:\nyou thought current PA was circle 1\n(round it out, higher low, up only soon)\nbut in reality we're in circle 2, and we're in for enough months of directionless agony that there'll be legitimate debate on the tl about whether the next leg up comprises the definition of \"new cycle\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985677729539280951","view_count":66,"bookmark_count":0,"created_at":1762257437000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985677729539280951","full_text":"Calling this zcash dump “the Dick Cheney gap” and nobody can prove me wrong tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/wjCXsxGtv9","expanded_url":"https://x.com/cryptoklotz/status/1985705170886369358/photo/1","id_str":"1985704410543005696","indices":[279,302],"media_key":"3_1985704410543005696","media_url_https":"https://pbs.twimg.com/media/G46jpANXoAAE6ow.png","type":"photo","url":"https://t.co/wjCXsxGtv9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1082,"w":2034,"resize":"fit"},"medium":{"h":638,"w":1200,"resize":"fit"},"small":{"h":362,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1082,"width":2034,"focus_rects":[{"x":102,"y":0,"w":1932,"h":1082},{"x":831,"y":0,"w":1082,"h":1082},{"x":898,"y":0,"w":949,"h":1082},{"x":1102,"y":0,"w":541,"h":1082},{"x":0,"y":0,"w":2034,"h":1082}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1985704410543005696"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1985464067042017780","quoted_status_permalink":{"url":"https://t.co/z1gRXgfT49","expanded":"https://twitter.com/cryptoklotz/status/1985464067042017780","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1985705170886369358","view_count":26304,"bookmark_count":33,"created_at":1762263980000,"favorite_count":119,"quote_count":1,"reply_count":16,"retweet_count":13,"user_id_str":"1546650538699358208","conversation_id_str":"1985705170886369358","full_text":"on this topic:\nimagine being an eth-heavy or full port eth guy.\nwe can all laugh in hindsight and think that port composition was foolhardy, but during the 2022-2023 lows, eth was a consensus slam dunk trade to somewhere toward or even north of 10k.\n\nimagine prudently DCAing in at a cost basis of (realistically) just south of 2k across a year+\n\nimagine someone from the future telling you \"yeah we're careening towards 2026, and if you had a crystal ball to see near-term local tops, you basically had literally hours to sell for a 2x, and then a year or so later, a few days for sell for just north of a 2x\"\n\nyou'd think they were out of their fucking minds. like, and outcome that bearish would be so improbably cynical that it'd border on impossible.\n\nand anyone that got cute with eth beta, like L2 tokens/etc didn't even eke out a 2x, but either flat or may have even lost money. and all of this while BTC ripped to north of 100k.\n\nthat explains a lot of the \"everyone else\" misery.\n\nagain, we all assign eth-heavy people as delusional denizens of a strip mall dedicated to selling cuck chairs, but it was an extremely reasonable risk-adjusted no-brainer thesis. without hindsight, plugging back into 2022, unless you're going straight BTC, you're kinda buying eth again every time\n\n(obviously sol trade looked great too <20, but sentiment was horrid, and that's another hindsight thing. there were well-known people looking at sol at $8 laughing about it on streams, suggesting they \"might\" be interested at $3-5, likening the whole operation to now-incarcerated SBF's perverse plaything)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985723752898871476","quoted_status_permalink":{"url":"https://t.co/kJveLJZmoy","expanded":"https://twitter.com/a00000000f/status/1985723752898871476","display":"x.com/a00000000f/sta…"},"retweeted":false,"fact_check":null,"id":"1985724319322800585","view_count":5822,"bookmark_count":5,"created_at":1762268545000,"favorite_count":27,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985724319322800585","full_text":"interesting thing i've noticed (and instructive) is parts of the TL, and a lot of louder/bigger talking heads (think ben cowen) talk about a top being in\n\nbut then reference/tie it directly to the 2019 top, not the 2017 cycle top\n\nmake of that what you will (intermediate opportunity rather than a half decade of goblintown)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985728956352303222","quoted_status_permalink":{"url":"https://t.co/cHHJsj9vLB","expanded":"https://twitter.com/JonnyMoeTrades/status/1985728956352303222","display":"x.com/JonnyMoeTrades…"},"retweeted":false,"fact_check":null,"id":"1985744186780324190","view_count":4657,"bookmark_count":5,"created_at":1762273282000,"favorite_count":27,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1985744186780324190","full_text":"some thoughts on the \"close below the 50w and the cycle is cooked for a long time\"\n\n1) i feel like it'd be peak \"this cycle\" in terms of the difficulty/chop we've experienced if it gave one or two weeklies closing below the 50 week, only to suddenly rip to new highs, just strictly to annihilate or sideline/demoralize the last remaining cockroaches holding on. that would make an already nightmare-difficulty cycle something truly demonic.\n\n2) typically the rule \"close below the 50 and we're cooked for years\" follows a parabolic ripper, not a relatively orderly multi-year grindup. again, this feels more like 2019 than 2021 or 2017. what would remain to be seen is if we get a covid-style turbo nuke, or if oct 10 acted as a proxy for that\n\n3) i think all things considered it might be prudent to pick up the ball and go home, but if you've taken a meaningful amount of profit off the table and think the cycle hasn't culminated until broader risk conditions start to stink (ie not transient liquidity paralysis), staying allocated and/or adding might be the move here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985717096894857241","quoted_status_permalink":{"url":"https://t.co/4lev0KrpMR","expanded":"https://twitter.com/plur_daddy/status/1985717096894857241","display":"x.com/plur_daddy/sta…"},"retweeted":false,"fact_check":null,"id":"1985721960257528300","view_count":9597,"bookmark_count":9,"created_at":1762267982000,"favorite_count":41,"quote_count":3,"reply_count":3,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1985721960257528300","full_text":"good post, pretty aligned with this\n\nlike i've been bloviating about the past few weeks: unworried unless something big/structural starts to stink. again: a lot of the liquidity paralysis is because of transient issues, and despite their best efforts to verbally/tonally smokescreen it, accommodative policy is on the near-term horizon (weeks, not many months or quarters). in the meantime: equities can cool, and low-mid single digit indices pullbacks are normal, and should be looked at as healthy/sustaining.\n\nobviously not financial advice (i'm a moron), but seeing people talk about \"rotate to quality\":\n\nit's never too late to cut dogshit, and hindsight is 20:20, but the time to rotate to quality pretty clearly isn't when your alt portfolio is already down 90%.\n\nin light of the above, as someone who thinks it's just short term chop/pain, rather than the acute last gasp of a macro culminative phase: right now looking to just ride out volatility in what i'm positioned in, and nibble a bit (amuse bouche thesis) if we grind down a bit lower into deeper value on majors.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985782073148490123","quoted_status_permalink":{"url":"https://t.co/crCxFHLT31","expanded":"https://twitter.com/blknoiz06/status/1985782073148490123","display":"x.com/blknoiz06/stat…"},"retweeted":false,"fact_check":null,"id":"1985783936195194981","view_count":156447,"bookmark_count":54,"created_at":1762282759000,"favorite_count":487,"quote_count":5,"reply_count":33,"retweet_count":23,"user_id_str":"1546650538699358208","conversation_id_str":"1985783936195194981","full_text":"i was about to make a standalone post about this, b/c i've been thinking about it\n\nthis cycle has been diabolical/nightmare difficulty\n\nZ is a talented HTF trader, and was directionally correct, early, at a critical inflection point, (that 117k shoulder) and took infinite shit for it\n\nthen the market was like \"hey how about i rip to a new ATH in a straight line inside of a single day to force you back in -- before dumping it straight to zero\"\n\nlesson in this: if you feel bad because you don't think you nailed it this cycle, don't -- you're in good company. this shit has been demonic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985837865352511857","view_count":6426,"bookmark_count":12,"created_at":1762295616000,"favorite_count":178,"quote_count":0,"reply_count":10,"retweet_count":10,"user_id_str":"1546650538699358208","conversation_id_str":"1985837865352511857","full_text":"given crypto seemingly exists in a simulation to make people miserable:\n\nthe *instant* you sell/sideline, the simulation will activate trump to go on a stage, and speak through the side of his mouth at some imaginary person off to the side and say:\n\n\"and they've been very unfair to cryptos, very unfair.. i think we give them no tax liability effective immediately for twenty, twennty five, and next year too, what do you think? i think that's very, very fair\"\n\nand then we rip to 140k in a single candle as a tsunami of money laundering enters the space from the four corners of the universe\n\nthis doesn't happen if you don't sell though. welcome to schrodinger's pump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985776419218047456","view_count":4068,"bookmark_count":2,"created_at":1762280966000,"favorite_count":138,"quote_count":1,"reply_count":23,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1985776419218047456","full_text":"starting to see bear victory speeches spawn in across the tl\n\nbottom within a day or two 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in - this is accelerating. spx below 6650 now, BTC pushing above 101k\n\ncould see this gap close on LTF, but that's not the point:\n\nif the correlation/rel weakness of prior-weeks btc was still commensurate, btc would be trading at 90k right now. https://t.co/xpso0BJx5G","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,75],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O0YSMl4Pce","expanded_url":"https://x.com/cryptoklotz/status/1986782764407095795/photo/1","id_str":"1986782660341956608","indices":[76,99],"media_key":"3_1986782660341956608","media_url_https":"https://pbs.twimg.com/media/G5J4TZuWgAA-Dm3.jpg","type":"photo","url":"https://t.co/O0YSMl4Pce","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1126,"w":2042,"resize":"fit"},"medium":{"h":662,"w":1200,"resize":"fit"},"small":{"h":375,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1126,"width":2042,"focus_rects":[{"x":0,"y":0,"w":2011,"h":1126},{"x":100,"y":0,"w":1126,"h":1126},{"x":169,"y":0,"w":988,"h":1126},{"x":382,"y":0,"w":563,"h":1126},{"x":0,"y":0,"w":2042,"h":1126}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1986782660341956608"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986782764407095795","view_count":7215,"bookmark_count":4,"created_at":1762520898000,"favorite_count":104,"quote_count":0,"reply_count":10,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1986782764407095795","full_text":"look man i'll flip bearish at weekly support if that's the sacrifice needed https://t.co/O0YSMl4Pce","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1309886201944473600","name":"mert | helius.dev","screen_name":"0xMert_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xMert_","lang":"en","retweeted":false,"fact_check":null,"id":"1986939110498488338","view_count":1343,"bookmark_count":0,"created_at":1762558174000,"favorite_count":9,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1986938917162262836","full_text":"@0xMert_ does zcash encrypt D at all? haven't looked at the whitepaper in forever","in_reply_to_user_id_str":"1309886201944473600","in_reply_to_status_id_str":"1986938917162262836","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":5252,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/BjyiMyoDns","expanded_url":"https://x.com/cryptoklotz/status/1987233069737119991/photo/1","id_str":"1987232631017103360","indices":[274,297],"media_key":"3_1987232631017103360","media_url_https":"https://pbs.twimg.com/media/G5QRjJHW4AA_wus.jpg","type":"photo","url":"https://t.co/BjyiMyoDns","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1040,"w":2048,"resize":"fit"},"medium":{"h":609,"w":1200,"resize":"fit"},"small":{"h":345,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1078,"width":2123,"focus_rects":[{"x":0,"y":0,"w":1925,"h":1078},{"x":150,"y":0,"w":1078,"h":1078},{"x":216,"y":0,"w":946,"h":1078},{"x":420,"y":0,"w":539,"h":1078},{"x":0,"y":0,"w":2123,"h":1078}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987232631017103360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987233069737119991","view_count":4780,"bookmark_count":4,"created_at":1762628259000,"favorite_count":59,"quote_count":0,"reply_count":12,"retweet_count":8,"user_id_str":"1546650538699358208","conversation_id_str":"1987233069737119991","full_text":"BTC/market thoughts:\n\nSeeing a lot of people try to read tea leaves based on PA on the 1h chart (or lower), with some suggesting that we're in trouble because BTC didn't V-reverse up to 110k+ or whatever\n\nNothing has changed:\n- BTC is showing a lot of relative strength (if commensurate to its past-weeks s&p corellation, it \"should\" be trading at 90kish right now)\n- Stocks are still in the shitter (locally, obviously)\n- The government is still shut down (we actually got bad news on Friday, which didn't make a dent downwards. instead, BTC kept modestly pumping)\n- We're still on target to end QT/resume something liq-positive\n\nWould I be worried if BTC kept going down?\n\nWhile stocks were also sliding further? No, I'd be unworried\nWhile stocks were roughly level? Not really, BTC would kinda be \"catching up\" to the downside here, and probably just signal saylor frontrunning exhausted itself.\n\nIf stocks were meaningfully recovering on news the gov was going to reopen (or in general, even absent an obvious bullish catalyst), ie the s&p was trading above 6800, and BTC was still between 98-105k, then yeah, I'd be worried (see attached pic for illustration of that), but I don't see that outcome as likely.\n\nBut not now. Reading into +/- .01% swings during the weekend is genuinely goofball shit.\n\nBecause doug funnie said so,\n\nDiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4107711","name":"gainzy","screen_name":"gainzy222","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"gainzy222","lang":"en","retweeted":false,"fact_check":null,"id":"1987215994616504765","view_count":159,"bookmark_count":0,"created_at":1762624188000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987197307624841631","full_text":"@gainzy222 S&P pulled back 200 points and btc stopped moving down\n\nNot super sure about that","in_reply_to_user_id_str":"4107711","in_reply_to_status_id_str":"1987197307624841631","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,293],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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💀","screen_name":"BasedMoneyLich","indices":[0,15]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/4tkRF6Xi6u","expanded_url":"https://x.com/cryptoklotz/status/1987153851992961531/photo/1","ext_alt_text":"Insanity 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2021 fractal comparisons pass a lot of eyeball tests, but the underlying circumstances (riproaring inflaysh, fed telegraphing that they're about to entire a hiking regime, precedent showing it'll probably be years of liquidity getting drained from the pool) + infinite high profile shops blowing up, scams collapsing (too many to list)\n\ni don't see it personally. to your point, it's def grist for the mill for 4 year cycloors who probably hold a lot of ancient cryptonative supply\n\ni do agree though - it's not necessarily my overwhelming base case, but i've been posting a 'this cycle can go on longer than you can stay sane' thesis for a few months (and people hate it) - ie BTC does fuck-all through the holidays and a few months of Q1, and people lose their minds (think like 98k->115k)\n\none thing that i think is really interesting -- what happens to 4 year cycloors that distributed out their supply from roughly july through dec, when it's february and BTC is still above 100k -- ie a pretty stark \"the sky isn't falling?\" moment\n\n(this wall of text is my own personal journal now btw)","in_reply_to_user_id_str":"1146789072930779136","in_reply_to_status_id_str":"1987128114019729612","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":68809,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987525615533093047","quoted_status_permalink":{"url":"https://t.co/6zPtHJ62wb","expanded":"https://twitter.com/Tyler_Did_It/status/1987525615533093047","display":"x.com/Tyler_Did_It/s…"},"retweeted":false,"fact_check":null,"id":"1987594802762776722","view_count":38041,"bookmark_count":23,"created_at":1762714503000,"favorite_count":307,"quote_count":3,"reply_count":34,"retweet_count":33,"user_id_str":"1546650538699358208","conversation_id_str":"1987594802762776722","full_text":"not sure how they ultimately go, but gun to my rod, buying largecap memes within a few days on either side of this tweet is prob a generational bottom for the remainder of the cycle\n\nwhether you're targeting a mean rev (2-5x) or something way higher, r:r feels kinda obvious here","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987578631363949004","quoted_status_permalink":{"url":"https://t.co/6aabgPQ7Sw","expanded":"https://twitter.com/SalsaTekila/status/1987578631363949004","display":"x.com/SalsaTekila/st…"},"retweeted":false,"fact_check":null,"id":"1987596012345495924","view_count":15211,"bookmark_count":14,"created_at":1762714791000,"favorite_count":81,"quote_count":0,"reply_count":10,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1987596012345495924","full_text":"tough env\n\nwhole space has arguably not had fresh liq since nov 2024\n\napril -> july was an echo pump of the trump victory rally, then followed by pure scam pumps\n\npeople forget what a real new-new liq surge looks like\n\none example of many: people wrote wif off as dead-dead and then it swept its high in nov '24\n\nnext few months could surprise many","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1738644531531198488","quoted_status_permalink":{"url":"https://t.co/PODjNjzuux","expanded":"https://twitter.com/cryptoklotz/status/1738644531531198488","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987646560503554450","view_count":15557,"bookmark_count":27,"created_at":1762726843000,"favorite_count":110,"quote_count":1,"reply_count":20,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1987646560503554450","full_text":"as we embark on what's possibly the verge of an expansion event in crypto, where we see BTC potentially hit new highs, and liquidity rotate to majors, and eventually memecoins, a word of caution:\n\nusing my tweet from 2023 as a jumping off point (quote tweeted way below my bloviation)\n\ni don't think saying, in the dawn of the sol trade, that \"bonk = doge, wif = shib\" was outrageous in that era.\n\nthis was largely before the wheels of extraction tooling and dispersion culture were assembled in earnest\n\nbeyond the two or three tech meta layup trades we get a year (think HL, recently zec), i still think well-distributed largecap memes represent some of the best r:r in the space. they're simple coins, broadly available, and if you look past memecoin derangement syndrome, they're merely just convenient vehicles for liquidity sensitivity.\n\nthat said, i don't know who needs to hear this, but:\n\nanyone posting \"[memecoin X] is the next [doge || shib]\" and accompanying their memecoin chart with either the doge or shib fractal is, at this stage in the game (late 2025), being intellectually dishonest (or more frankly, a charlatan).\n\ni don't discount that fact that we're at OTHERS:BTC half-decade lows, and it's easy to get lost in the sauce of \"nothing good is possible for any alts, especially memecoins, we'll never see eyebleeding 10, 20, 40B+ valuations again\"\n\ni think a more realistic framework is, in terms of reasonable upper bounds:\n\ncan a coin with broad rails (ie multiple tier-1 CEX listings) hit the 10B high water mark pepe hit?\n\ngiven dispersion culture, for me, that's the new gold standard *reasonable* best case scenario in a retail-driven blowoff frenzy.\n\nanyone posting anything beyond that.. you'd do well to chuck them on a list.\n\nexample in action: i'm very bullish USELESS, as it's the top mcap performer of the entire year among memecoins, but i blush bullposting it to even 2-3B as a \"planets aligned, retail mania\" target.\n\nstill a lot of path dependency to resolve in the market, but as things heat up, remember that it's a very different world than 2017 or 2021 - there are now infinite, machine-generated chutes for people's money to go tumbling down. the likelihood of getting any single newer/newish coin (excl the big dawgs of prev cycles) way up there is vanishingly unlikely.\n\nwould rather post this sort of boring, patronizing cautionary speech now while people's heads are still cool.\n\ntldr; excl doge, shib, *maybe pepe* -- if your memecoin gets within sniffing distance of 10B (or arguably even a meaningful fraction of that), don't forget to sell at least some of your coins. if you don't someone else will be happy to do the selling for you.\n\ndiaperliquid.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":87141,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987875470843486242","quoted_status_permalink":{"url":"https://t.co/aZHANResEM","expanded":"https://twitter.com/PhoenixNewsIO/status/1987875470843486242","display":"x.com/PhoenixNewsIO/…"},"retweeted":false,"fact_check":null,"id":"1987877845650014559","view_count":22435,"bookmark_count":23,"created_at":1762781986000,"favorite_count":114,"quote_count":2,"reply_count":8,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1987877845650014559","full_text":"if this is real (ie coinbase giving people an ICO platform.. but regulated/above-board)\n\ninto liquidity expansion, with potential tax rebate/stimulus checks as an add'l tailwind\n\nthis cycle is without precedent (once-a-generation ETF launches, massive dereg, year delayed business cycle b/c of inflation policy)\n\nbut it's also going to rhyme with 2017 and 2021 in a way that's obviously spectacularly bullish\n\nretail gambling on ICOs = catnip to lure in the unwashed masses gambling on sports betting (and stocks) that want to feel like they're smart/using their shrewd investing prowess to be early to something big","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,129],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/hyYmUQ8Nh9","expanded_url":"https://x.com/cryptoklotz/status/1987897861040677027/photo/1","id_str":"1987897658510352385","indices":[130,153],"media_key":"3_1987897658510352385","media_url_https":"https://pbs.twimg.com/media/G5ZuY1lXIAE47Xg.png","type":"photo","url":"https://t.co/hyYmUQ8Nh9","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1027,"w":1823,"resize":"fit"},"medium":{"h":676,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1027,"width":1823,"focus_rects":[{"x":0,"y":0,"w":1823,"h":1021},{"x":796,"y":0,"w":1027,"h":1027},{"x":922,"y":0,"w":901,"h":1027},{"x":1309,"y":0,"w":514,"h":1027},{"x":0,"y":0,"w":1823,"h":1027}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1987897658510352385"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1987897861040677027","view_count":7578,"bookmark_count":4,"created_at":1762786758000,"favorite_count":85,"quote_count":2,"reply_count":12,"retweet_count":7,"user_id_str":"1546650538699358208","conversation_id_str":"1987897861040677027","full_text":"ahh yes, that familiar smell\n\ns&p back above 6800\n\nBTC falling off a cliff\n\nthe beatings will continue until morale improves. https://t.co/hyYmUQ8Nh9","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,40],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/coinbase/statu…","expanded_url":"https://x.com/coinbase/status/1987883986924843073?s=20","url":"https://t.co/3yNgYY9Cgu","indices":[17,40]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1987877845650014559","quoted_status_permalink":{"url":"https://t.co/cDaAx12e6w","expanded":"https://twitter.com/cryptoklotz/status/1987877845650014559","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1987886560394526845","view_count":8127,"bookmark_count":3,"created_at":1762784063000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1987886560394526845","full_text":"yup. it's real.\n\nhttps://t.co/3yNgYY9Cgu","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987878314573517082","quoted_status_permalink":{"url":"https://t.co/QpyBa22laP","expanded":"https://twitter.com/MacroCRG/status/1987878314573517082","display":"x.com/MacroCRG/statu…"},"retweeted":false,"fact_check":null,"id":"1987881455645577533","view_count":47546,"bookmark_count":55,"created_at":1762782846000,"favorite_count":247,"quote_count":1,"reply_count":13,"retweet_count":14,"user_id_str":"1546650538699358208","conversation_id_str":"1987881455645577533","full_text":"yup.\n\nmy mental model right now:\n\nmassive cohort of ancient cryptonative supply selling arbitrary 4 year cycle timing (late summer for conservative folks with a lower cost basis, through dec-jan for the 'wait and see' people)\n\nall that supply is being absorbed by net-new institutions/HNW folks/retail (via new ETF rails), creating a much higher foundation (100-110k here, mid-late bull market, not 50-70k)\n\nconsidering newer parties obviously are buying with a view of seeing expansion beyond their cost basis, two massive catalysts:\n\n1) seeing a crescendo of liquidity via accommodative policy, shutdown ending, business cycle heating up, long tail risk seeing a big surge pumps prices\n\n2) we enter february (arguably even january) and BTC is still above 100k (if not much higher) = a \"the sky isn't falling\" moment for the four year cycle ending. what happens here: a meaningful % of four year cycloors will have their thesis invalidated. most will stay out, but the inflows of those that buy back in to chase (or get psyopped into the currency debasement thesis) provides additional fuel to rip way higher than people expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1259559092835815427","name":"satsdart","screen_name":"satsdart","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"satsdart","lang":"en","retweeted":false,"fact_check":null,"id":"1987901381555130461","view_count":1455,"bookmark_count":0,"created_at":1762787597000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1987901034253984251","full_text":"@satsdart coinbase would experience a 1000x increase in sentiment/NPS with an overhaul in the cx function\n\nbad cx is the only thing holding the company back, full stop","in_reply_to_user_id_str":"1259559092835815427","in_reply_to_status_id_str":"1987901034253984251","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":44480,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988338842710241505","view_count":7505,"bookmark_count":8,"created_at":1762891896000,"favorite_count":200,"quote_count":1,"reply_count":19,"retweet_count":6,"user_id_str":"1546650538699358208","conversation_id_str":"1988338842710241505","full_text":"datapoint:\n\nthere are currently people on the tl making posts about the importance of capital preservation, just now, after:\n\n- alts went to stone cold 0 (some below their 2022 bear mkt lows)\n- BTC is fighting to stay a nostril above the 50 week MA\n\nthink we prob go up soon tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]},{"id_str":"1392161652104179721","name":"Atlas","screen_name":"AtlasTradez","indices":[102,114]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988221646025748688","quoted_status_permalink":{"url":"https://t.co/DYhJCIX7AN","expanded":"https://twitter.com/AtlasTradez/status/1988221646025748688","display":"x.com/AtlasTradez/st…"},"retweeted":false,"fact_check":null,"id":"1988238895176110502","view_count":7215,"bookmark_count":10,"created_at":1762868066000,"favorite_count":56,"quote_count":0,"reply_count":8,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1988238895176110502","full_text":"been posting the russell for a few weeks. it's coiling up at prev highs to break out. great visual by @AtlasTradez \n\ngood represenation of longer-tail risk in tradfi. if this pops to a reasonable extension, BTC is sure to follow. put another way \"i'm not worried about BTC fundamentally unless the russell goes nuts and BTC does nothing across several weeks\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988228329053581319","quoted_status_permalink":{"url":"https://t.co/fHcDf73Okp","expanded":"https://twitter.com/0xNotsu/status/1988228329053581319","display":"x.com/0xNotsu/status…"},"retweeted":false,"fact_check":null,"id":"1988237821841129912","view_count":25847,"bookmark_count":18,"created_at":1762867811000,"favorite_count":180,"quote_count":0,"reply_count":14,"retweet_count":9,"user_id_str":"1546650538699358208","conversation_id_str":"1988237821841129912","full_text":"i've been saying \"BTC hasn't had a meaningful liquidity expansion event since Nov 2024\", and the EUR pair chart illustrates this very well\n\nthe move up from the april tariff lows obviously represented a good trade, but looking at it outside a LTF trade lens, it was just an echo bubble following nov 2024\n\npeople have forgotten what rippers look/feel like tbh. the past year has been just one bigass wall of worry.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"936224248586211329","name":"HORSE 🏴☠️","screen_name":"TheFlowHorse","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"TheFlowHorse","lang":"en","retweeted":false,"fact_check":null,"id":"1988236986801406392","view_count":3913,"bookmark_count":2,"created_at":1762867611000,"favorite_count":63,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988236710669320310","full_text":"@TheFlowHorse cz not ruin the bull market and make as many people miserable as possible CHALLENGE LEVEL IMPOSSIBLE","in_reply_to_user_id_str":"936224248586211329","in_reply_to_status_id_str":"1988236710669320310","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":14684,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1987233069737119991","quoted_status_permalink":{"url":"https://t.co/uhN2blmbtn","expanded":"https://twitter.com/cryptoklotz/status/1987233069737119991","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1988638937150050666","view_count":2077,"bookmark_count":2,"created_at":1762963444000,"favorite_count":11,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1988638937150050666","full_text":"yeah so unfortch, the bad scenario is playing out so far, locally (s&p above 6800 on news gov is gonna reopen, BTC unable to sustain a bid)\n\nwould guess we either sweep 98k or just chop between 100-106k while people absolutely lose their minds\n\nnot really interested in adding until way, *way* lower","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988653320408559929","view_count":1967,"bookmark_count":0,"created_at":1762966873000,"favorite_count":22,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988653320408559929","full_text":"the masculine urge to, after realizing you maxxed out your health ins deductible for the year, schedule several somewhat frivolous/elective MRIs just to feel like you got your money's worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988649742637887967","view_count":1668,"bookmark_count":0,"created_at":1762966020000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988649742637887967","full_text":"would be funny if 'alt season' was just btc finally catching a bid for a week or two after stocks macro topped for 5+ years","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,167],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1988663158693871946","quoted_status_permalink":{"url":"https://t.co/km6O1PZ6Ii","expanded":"https://twitter.com/unusual_whales/status/1988663158693871946","display":"x.com/unusual_whales…"},"retweeted":false,"fact_check":null,"id":"1988663946551980216","view_count":6022,"bookmark_count":1,"created_at":1762969407000,"favorite_count":93,"quote_count":1,"reply_count":9,"retweet_count":1,"user_id_str":"1546650538699358208","conversation_id_str":"1988663946551980216","full_text":"gov shutdown is over!\n\nsend BTC straight to 103k 🚀🚀🚀\n\nwhere it'll get rejected by some faint, granular glimmer of resistance 🚀🚀🚀\n\nas the s&p crests 7000 points 🚀🚀🚀","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[28,301],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]},{"id_str":"757446632","name":"AdrianoFeria.eth 🦇🔊 🛡️","screen_name":"AdrianoFeria","indices":[14,27]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988605020950966683","view_count":1233,"bookmark_count":0,"created_at":1762955358000,"favorite_count":26,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Would offer some nuance:\n- Memes don’t offer anything \n- Memes are just vehicles for excess liquidity\n- Memes are a populism response to predatory VC tokenomics\n- Memes had two distinct eras - pre and post bonding curve\n- The post bonding curve memecoin era, accompanied by advanced tooling is demonstrably 1000x worse than prior - the space is now on net as extractive as anything else","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"878219545785372673","name":"DonAlt","screen_name":"CryptoDonAlt","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"CryptoDonAlt","lang":"en","retweeted":false,"fact_check":null,"id":"1988606670340071633","view_count":683,"bookmark_count":0,"created_at":1762955751000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988510062823043345","full_text":"Also:\nPeople want to speculate.\nNew tokens basically had poorer and poorer distribution and tokenomics until they were quite literally down-only after launching\nPeople eventually hit rock bottom on that and then enjoyed the alternate path memecoins offered: at least *some* up, before down\nReally that simple.\nWe’re at a point now where new memecoin pairs are just as bad as anything else bad that came before, and old memecoin pairs, in *most* cases, are vehicles for mean reversion plays, unless we enter another speculative frenzy","in_reply_to_user_id_str":"878219545785372673","in_reply_to_status_id_str":"1988510062823043345","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"801081319","name":"David 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tbh","in_reply_to_user_id_str":"801081319","in_reply_to_status_id_str":"1988708150246297604","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":25662,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/bR9QnUWMzH","expanded_url":"https://x.com/cryptoklotz/status/1989024126372327770/photo/1","id_str":"1989023014491488256","indices":[281,304],"media_key":"3_1989023014491488256","media_url_https":"https://pbs.twimg.com/media/G5pt5LTXgAAdJJi.jpg","type":"photo","url":"https://t.co/bR9QnUWMzH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1026,"w":2047,"resize":"fit"},"medium":{"h":601,"w":1200,"resize":"fit"},"small":{"h":341,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1026,"width":2047,"focus_rects":[{"x":215,"y":0,"w":1832,"h":1026},{"x":664,"y":0,"w":1026,"h":1026},{"x":727,"y":0,"w":900,"h":1026},{"x":921,"y":0,"w":513,"h":1026},{"x":0,"y":0,"w":2047,"h":1026}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1989023014491488256"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1989024126372327770","view_count":2088,"bookmark_count":3,"created_at":1763055280000,"favorite_count":26,"quote_count":1,"reply_count":3,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989024126372327770","full_text":"i'd like to propose the \"transition zone\" thesis.\n\nalthough selling began earlier, the most pivotal phase is nov - end of jan, at which point if BTC survives without an immense drawdown, while risk remains strong, the 4 year thesis will be invalidated. see chart.\n\nhow this works:\n\ntwo groups -\n\n1) net selling pressure distributing: ancient supply who believe in the 4 year cycle (early folks will have started selling in late summer, 'wait-and-see' people will finish selling through dec)\n\n2) net buying pressure accumulating: newer retail, HNW folks, institutions (many of these groups via new ETF rails), 'currency debasement' folks\n\nwhat remains to be seen is if group 2's buys can outlast group 1's sells, and keep BTC at levels at or above \"yeah this is just a big-ish pullback within the same macro cycle\" levels\n\nAND, critically, risk broadly continues to do well (no colossal 'it's fucking over' stock market rollover that accompanies a long term destabilizing or liquidity draining macro event)\n\nyou generally want to see BTC at/above 100k\nor at the very lowest, it can't start closing below 90k\n\nif we enter february, we're not just past the 4 year cycle zone, but arguably with a month or two of buffer, for the sake of any plausible argument or comparison.\n\nat this point i believe that *some* (not all, but a meaningful amount re: flows) 4 year cycloors would reallocate.\n\nBTC's mission is basically to survive within or above the purple box through feb 1\n\nand if it does, we're good\nif it doesn't i delete this tweet so fucking fast your ears will pop","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989053001043186080","quoted_status_permalink":{"url":"https://t.co/huPxdWSWIb","expanded":"https://twitter.com/lazyvillager1/status/1989053001043186080","display":"x.com/lazyvillager1/…"},"retweeted":false,"fact_check":null,"id":"1989054226811744559","view_count":2955,"bookmark_count":0,"created_at":1763062457000,"favorite_count":17,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989054226811744559","full_text":"a wise man once said \"when the giver is more bullish than you, you've got to take a hard look at what you're doing\" tbh\n\nkinda a butthole-tight invalidation here as a raw trade setup tbh","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"712457848874086400","name":"qw","screen_name":"QwQiao","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"QwQiao","lang":"en","retweeted":false,"fact_check":null,"id":"1988770361530282095","view_count":11833,"bookmark_count":5,"created_at":1762994778000,"favorite_count":103,"quote_count":1,"reply_count":3,"retweet_count":3,"user_id_str":"1546650538699358208","conversation_id_str":"1988769174005698675","full_text":"@QwQiao Yeah similar thoughts. I still think we go up - we just need to stay above a certain line optically and I think by Jan-feb the 4 year cycloors will be invalidated and many will chase back in. Til now: extremely uncomfortable transition phase","in_reply_to_user_id_str":"712457848874086400","in_reply_to_status_id_str":"1988769174005698675","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"conversation_control":{"policy":"Community","conversation_owner_results":{"result":{"__typename":"User","core":{"screen_name":"blknoiz06"}}}},"display_text_range":[11,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1988969634008297753","view_count":669,"bookmark_count":0,"created_at":1763042288000,"favorite_count":9,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1988968380486107643","full_text":"@blknoiz06 got some natural gas for ya right here papi\n\n(HUGE SPUTTERING FART)","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1988968380486107643","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1357451976","name":"Arthur","screen_name":"Arthur_0x","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Arthur_0x","lang":"en","retweeted":false,"fact_check":null,"id":"1989050215652110554","view_count":1709,"bookmark_count":1,"created_at":1763061500000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989049985040855378","full_text":"@Arthur_0x with great irony:\n\nside wallets clipping out nonstop while bullposting","in_reply_to_user_id_str":"1357451976","in_reply_to_status_id_str":"1989049985040855378","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,120],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"973261472","name":"Ansem","screen_name":"blknoiz06","indices":[0,10]},{"id_str":"1766051901823655936","name":"Nachi","screen_name":"alphawifhat","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"blknoiz06","lang":"en","retweeted":false,"fact_check":null,"id":"1989049963070857262","view_count":552,"bookmark_count":0,"created_at":1763061440000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989038710604853456","full_text":"@blknoiz06 @alphawifhat jokes aside next bear i think loading up on eth between 300-500 is going to be a kingmaker trade","in_reply_to_user_id_str":"973261472","in_reply_to_status_id_str":"1989040559986733101","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"236804287","name":"CRG","screen_name":"MacroCRG","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"MacroCRG","lang":"en","retweeted":false,"fact_check":null,"id":"1989049655729221906","view_count":5856,"bookmark_count":2,"created_at":1763061367000,"favorite_count":110,"quote_count":0,"reply_count":14,"retweet_count":4,"user_id_str":"1546650538699358208","conversation_id_str":"1989049289843306908","full_text":"@MacroCRG OI is misleading here\n\nthis dump is cz selling a hidden cache of billions of btc, laughing, while touching a glowing orb with one hand\n\nand masturbating into a trash can with the other","in_reply_to_user_id_str":"236804287","in_reply_to_status_id_str":"1989049289843306908","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":21976,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989024126372327770","quoted_status_permalink":{"url":"https://t.co/YapY6o1eeJ","expanded":"https://twitter.com/cryptoklotz/status/1989024126372327770","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989363729318691005","view_count":1585,"bookmark_count":2,"created_at":1763136248000,"favorite_count":15,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1546650538699358208","conversation_id_str":"1989363729318691005","full_text":"gm.\n\n\"transition zone\" thesis still in effect\n\ni'm bullish here and cautiously optimistic.\n\nmaking it more clear: trading below 90k at any point here is an invalidation of my bullishness, and a 'pick up the ball and go home' moment.\n\ni'm split like 45/45/10, odds-wise, and plan:\n\n1) if we go to higher highs on BTC:\ntaking healthy profit, but \"wait and see\" on rest of bag in case things get silly\n\n2) if we don't make a higher high on BTC, but end up at something like 110-120k and stall out, and alts make big pumps:\nprobably taking even more profit. that might be an early warning sign for curtains tbh.\n\n3) meander in here, stocks roll over really bad, something smells funky in macro/risk, we're cooked\nprob selling the remnants of my bag. will look to re-enter pending what BTC does (start slowly reaccumulating. back up the truck below 60-70k)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989416054833955316","quoted_status_permalink":{"url":"https://t.co/pzpD9IwAbR","expanded":"https://twitter.com/cryptoklotz/status/1989416054833955316","display":"x.com/cryptoklotz/st…"},"retweeted":false,"fact_check":null,"id":"1989417066018083089","view_count":3866,"bookmark_count":5,"created_at":1763148964000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989417066018083089","full_text":"you know what man, i'm calling a bottom here.\n\nthey hit us with 10/10, and now this.\n\n\"bitcoin is child molester money\" is late 2025's FTX implosion moment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1989328571127521422","view_count":8872,"bookmark_count":9,"created_at":1763127865000,"favorite_count":80,"quote_count":2,"reply_count":21,"retweet_count":5,"user_id_str":"1546650538699358208","conversation_id_str":"1989328571127521422","full_text":"hypothetical:\nif BTC topped at ~126k on a scam pump \nafter underperforming stocks for a year straight\n\nthe \"BTC is the best vehicle for currency debasement\" people are gonna be in an awkward spot.\n\ngonna be a lot of people pulling up BTC:stock comparisons using BTC from 2013 or some other prev cycle mental gymnastics\n\nit's like \"yeah great SoV/currency debasement hedge, if you have a time machine, or going forward, if you have an elite strike rate in nailing the lows and highs\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"244647486","name":"Michael Saylor","screen_name":"saylor","indices":[0,7]},{"id_str":"1164275948830638080","name":"Atlas Hodl'd 🟧","screen_name":"AtlasHodld","indices":[8,19]}]},"favorited":false,"in_reply_to_screen_name":"saylor","lang":"en","retweeted":false,"fact_check":null,"id":"1989336223077236775","view_count":5928,"bookmark_count":3,"created_at":1763129690000,"favorite_count":152,"quote_count":2,"reply_count":8,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989308024817598534","full_text":"@saylor @AtlasHodld hey man i get the metaphor but maybe posting you zipping out from an orange-glowing ship engulfed in orange flames, by yourself on a life raft, while ostensibly thousands of people burn alive.. might not be the best optics on a day BTC is getting torched","in_reply_to_user_id_str":"244647486","in_reply_to_status_id_str":"1989308024817598534","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,37],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Tradermayne","lang":"en","retweeted":false,"fact_check":null,"id":"1989141113228390486","view_count":1725,"bookmark_count":0,"created_at":1763083172000,"favorite_count":18,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1546650538699358208","conversation_id_str":"1989104561882386834","full_text":"@Tradermayne send it ya big ol meanie","in_reply_to_user_id_str":"2446024556","in_reply_to_status_id_str":"1989104561882386834","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":1295,"startTime":1763164800000,"endTime":1763251200000,"tweets":[{"bookmarked":false,"display_text_range":[28,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2446024556","name":"Mayne","screen_name":"Tradermayne","indices":[0,12]},{"id_str":"590134700","name":"Pierre","screen_name":"pierre_crypt0","indices":[13,27]},{"id_str":"1708144458691162112","name":"Burwick 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