Looking at alts after yesterday. I'm actually a little bit stressed from the 50 BPS rate cut yesterday (run or recession?) but so far charts seems pretty bullish to me.

I'm still waiting but I'll be probably looking for entries to alts in the upcoming days/weeks 🫡

In general I'm super excited about Uniswap V4. But there are two things I'm worried about:

1) Hooks adds another "function" layer which is almost "invisible" for retail users and bring another ways how to steal money. More money stolen from micro caps and scams = less money for degens in the small caps.

2) In V4 all pools are managed by a single contract so deployment is 99% cheaper. We're entering new era of scam contracts deployment.

Side question: Do you know about somebody who build some hooks that prevent EVM extraction fight snipers in some way or so? I'll be super glad for any recommendation 👍

I took some profits on $0.1 on $RLB but looking for re-entry. Still pretty good trade from my point of view.

Reasons:
- P/S 0.65 is crazy ($360 mil. annualized fees)
- Sport season ahead
- Potential to be listed on T1 CEXes (despite it's gambling)

$0.77 zone seems good to me but I'll probably DCA in before. Long-term position so no hurry🫡

Some good resources or takes about $RLB:
https://t.co/8v9Qwj6f06
https://t.co/af2t2eRVRG
https://t.co/SsIM8TkNan
https://t.co/WM2NswktGG

Theoretical narrative competitors for $RLB:
- $SHFL (main)
- $WIK (small cap)
- $WINR
- $AZUR (platform - not direct competitor)

Narratives worth to watch in the upcoming weeks:

1) With @eigenlayer stakedrop campaign (claimable tomorrow) we can probably expect launch of $EIGEN soon. According to the bets it's 50:50 until the end of September:
https://t.co/ZCY7fDn7fV Some EIGEN betas can launch or existing could be a good opportunity

2) Uniswap V4 brings a lot of innovation to the DeFi field. Well good and bad innovations too. It'll create a new ways how to steal from retail but also brings a lot of new opportunities. I'm currently watching two betas for entry both building on top of V4.

3) Prediction markets and gamblefi - $RLB and $SHFL shows strength in the latest weeks. I sincerely believe that tokens with real-yield (in any form) good adoption and reasonable tokenomics are the only that will run during the next alt season.

Polymarket launch and sports season coming can serve as a catalyst. Projects worth to watch: $AZUR, $RLB or $DRIFT

4) L1 with reasonable tokenomics or resources to make a change. Good example is migration of $FTM to $S. Actually similar migrations makes sense and give to the team incentives and power to attract developers and adoption without ruining tokenomics.

Time for @nanobot_trader to get back. Why?

1) Market seems much more readable to me compared to the last months
2) ETH underperformed the market in the latest weeks without good reason (I understand underperformance after the ETF volumes but not now and Vitalik's girlfriend expenses are not enough for me)
3) Some solid small/mid caps are getting bid again and people are sick of 5/5 tax farms. I also saw some T1 fundamental bros like @degen_z @IncomeSharks and others start talking/trading them again 🫡

And ofc the main reason:
My own app (@CoinSense_App) has more followers than me so I have to do something with that or my colleagues won't stop making fun of me😆

So after 6 months out I'm going to DCA part of my PF into ETH again and let's see if we get some good opportunities 🙂

It seems like utility/fundamental season is back 🙌

- $NMT with insane PA
- $DEAI right after

I can see those fundamentally strong projects which has been overlooked in the latest months to pick up in the next days

Another small caps project ($11 mil. mkt cap) accumulated by @wintermute_t using OTC:
https://www.coingecko.com/en/coins/tominet

They just received $2 mil. worth of $TOMI

Transaction:
https://etherscan.io/tx/0x73bd3f0ccdcb493b8c302eb90f75bcacb896c610a7e70e8904078c760fde8672

Small research about MEME visibility on Twitter

I took 500 twitter influencer accounts (those better or with good reach) and analyzed which tokens they mentioned and in what sentiment in the last 14 days. You can find attached a table of the memes with the best sentiment and their stats. Conclusions:

- Cats (except $Neiro) rule the world of meme rn -> at least in terms of social visibility
- $GINNAN and $MIGGLES are the most undervalued tokens according to their social presence and sentiment
- #MIGGLES social activity/mentions is pretty low in the last 14 days but sentiment is great
- $FWOG is probably the youngest token (16 days old) with pretty good sentiment and user base

@wintermute_t just received $580k worth of $MAGA on it's OTC wallet and resent it to the main wallet👀

Transaction:

In the last 24 hours (and especially in the last minutes) the account tied on @friendtech with @machibigbrother bought over $330k worth of $FRIEND and pushed the price (in combination with other buyers) +72% in a single day🤔
https://dexscreener.com/base/0x7cfc830448484cdf830625373820241e61ef4acf?maker=0xF0EA13334d6F74044EC7332De1C6EC194179df3d

Some news incoming?

This is why I love pair trading 😆

In the last day:
- ZRO/W: +17%
- MKR/ONDO: +2.33%
- SOL/WLD: -3.21%
- ZK/STRK: -2.77%

Overall on this market crash in pair trades: +13.35%

Note: I had a bag in ETH and some small caps too so I lost a lot money in this dip too. Just traded mostly the pairs in the latest weeks so the loss is not so big (around 10% of PF) 🫡

"There is hundreds of coins launched everyday in crypto worth to invest"

Step 1: Filter out 5/5 tax tokens
Step 2: Filter out event-based meme shitcoins

...nope from fundamental point of view it's max. several coins monthly. By picky & stay safe🫡

Updates from my pair trades (shared here on Twitter):

$ZK long / $STRK short:
So far around +22% in the case you just held (I traded it actively). I'm still super bullish on this pair.

$ZRO long / $W short:
+35% in the case you only held.

Currently I'm waiting for the situation on $WLD because I think with it's tokenomics it could be great in pair with something (so far I'm thinking about $SOL because narrative related token $G, formerly Galxe, has inflationary tokenomics too).

End note:
I love pair trades especially in the times like these when the market is volatile (ETH ETF,...) and we can find some good VC cabal coins.

I don't care about where is the market heading. I care only about if my shorts are dumping faster than my longs and my longs are growing faster than my shorts🫡

+$3 bil. in stablecoins minted in the last month after several months almost flat👍

ETH ETF inflows seems good so far. Now please Mr. @realDonaldTrump bring some shilling this Saturday on the conference 🫡

DeFi 1.0 tokens has been underperforming the market in the last years despite growing stats.

I think it's only a matter of time they pump.

Look for example at $AAVE TVL vs price action:

The same applies for other DeFi 1.0 projects.

My picks:
- $AAVE
- $MKR
- $UNI
- $LDO

Today $TIA popped up to me as the token with 5th best sentiment on Twitter. The question is why? I thought modularity narrative is behind us.

Chart is primed for a breakout and the main reason...there is a huge investor unlock in 112 days 🤔

What a good time to start shilling your own bags.

Roadmap:
1) Breakout
2) Continual support for the next months
3) Short squeeze before the unlock
4) Profit

Simple right?

In the case $TIA will be strong in the upcoming weeks I'll probably get into $VDO (@validaoxyz) again (good fundamental project - validator with $20 mil. in $TIA staked) but with aggresive TPs once $TIA gets into some stronger resistance.

Main resistances to watch for $TIA are atm around $12, $16 and $21:

DYOR 🫡

Germany slowly getting out of $BTC 🥳 Around $610 mil. ($580 mil. + part they sent to the separate wallets) from $3.5 bil. remains:
https://t.co/uwm22PMGW7

Except Germany we still have Mt. Gox distribution on the table but if you consider the positive catalysts like ETH ETF, Trump talking at crypto conference, elections (where pro-crypto Trump probably wins), probable rate-cuts and FTX claims then I think it's a good time to stay bullish.

If PA/TA is super bearish and fundamental point of view bullish then I always stay on the fundamental side.

If we get ETH ETF pump rejected quickly then there is a reason to derisk. If not LFG 🫡

Despite I'm fundamentally bullish on $TON it's funny to look at Tradingview ideas top authors (those with 5+ likes per chart in average) and use AI chart recognizer to find overlaps of their EP/TP zones:

ATH seems like a super strong TP zone for most of the traders.

What $TON needs from my point of view is a strong volume breakout through ATH and keep ATH as support.

If not then $7.1 zone seems like super important on daily and will probably decide if I'll be looking for my entries around $6 and $4.5 or not 🫡

Thorchain ( $RUNE ) finally shows some volume 👍

Maybe a time for a quick bounce from those oversold areas on daily?

Potentially interesting hedge-set pair:
- $ZRO long
- $W short

Reasoning:
$ZRO still seems to me like a more interesting tech stack with zero inflation in the upcoming year.

$W has higher valuation now and huge community unlock in 28 days (33% of circ. supply)