When everything pumps, I can't help but feel the thrill of euphoria.

My convictions, the risk taken, and the hours of study have paid off.

Then my rational side acts and keeps my feet on the ground.

Just as when everything falls you shouldn't panic, when everything rises you shouldn't lose your head.

Well, I'm off to get a gin🍸

Trump Catalyst in 2 days:

- BlackRock's Bitcoin ETF surpasses that of Gold.
- Day with the highest inflows in history.
- 1 trillion new USDT minted.

MY ALTCOIN WATCHLIST 🔎

9 plays where I hope to make good $

🧵👇

THE ULTIMATE PORTFOLIO

If you don't do things right, you'll miss the train (and it will be too late)

I'll explain how I manage my capital step by step.

🧵👇

Trump for president.

New ATH of $BTC.

This has only just begun🔥 https://x.com/joeljordana_/status/1854100463408288121/video/1

Kamala will win.

End of the Bull Market. https://x.com/joeljordana_/status/1853760486501667102/photo/1

$GOAT

I like it in the current area:

When the CT stops talking about it.

The listing on Binance marked the peak, as always.

AI + Meme seems to me to be a narrative with a high probability of gaining momentum again.

What shines once, usually does so twice. https://x.com/joeljordana_/status/1853741252216225946/photo/1

Tomorrow are the elections in the USA.

What could happen?

-Current Situation.
-SP500 Behavior.
-Trump Scenario.
-Kamala Scenario.
-Conclusions.

🧵👇

Whether Trump or Kamala wins, I am convinced that this Bull Market is not going to end here.

It can slow down in the short term, that's for sure.

I am preparing my thesis on $BTC and crypto with what I think can happen⏰

I see many people run out of liquidity at key moments.

You should NEVER run out of liquidity.

I always keep 20% of my portfolio in USDT and USDC, and when it drops, I replenish it.

Like this, and this week I will make a thread on how to manage your liquidity.

In 2021, before the ALTSEASON, there was already a 60% drop in TOTAL3 (capitalization without BTC or ETH).

If Bitcoin continues to correct and its dominance continues to rise, the green zone has a high chance of occurring.

-If we have a hold strategy, these would be excellent points to continue accumulating our high-conviction alts.

-If we have a short- or medium-term strategy, managing risk and taking partial profits is and will be essential.

Bitcoin Down + Dominance Up = Altcoin Massacre.

With the elections around the corner and Kamala gaining prominence, this could be one of the reasons for this drop.

Still, neither SP500 nor Bitcoin are having corrections beyond the usual.

So far we have seen Trump as the favorite but media like The Economist give a slight advantage to Kamala.

Bitcoin already has the victory added in the price. I hope there are no surprises. https://x.com/joeljordana_/status/1852872293388603750/photo/1

There are people with insider information.

They move the market and make millions.

I will teach you a method to catch them onchain

🧵👇 https://x.com/joeljordana_/status/1852307713516007445/photo/1

Today a Catalist member sent me this.

It's a problem that happens to many of you: not knowing how to take profits at the right time.

When you buy an asset, you should ALWAYS have an exit strategy.

The strategy will depend on the type of asset, risk and capital, so you need an optimal strategy with a positive risk-reward ratio, one that you feel comfortable with and, above all, that is feasible.

The priority should always be to recover the initial capital to leave the operation risk-free.

In this case, being a very high-risk asset, the ideal would have been to withdraw the initial capital when reaching x2 and take profits close to x4. If I had done this, I would now be in profit and without worries.

Even at this point I could consider a buyback if I think the asset can rebound again.

Many times the problem is that we get attached to the asset and greed gets the better of us.

Remember that it is always better to earn less and for the asset to continue rising, than to not secure and end up with zero, as often happens with these assets, especially with low-cap memes with value = 0.

Bitcoin has been absorbing all the capital since the bull market started.

Now the dominance is in a critical zone and much of that liquidity could rotate to the alts.

What you have been waiting for months may finally come true.

I hope you are well positioned. https://x.com/joeljordana_/status/1851695165171290257/photo/1

ONCHAIN ​​MARKETING

A new way to sell you what they want.

Spoiler: they're laughing at you.

🧵👇

The RWA narrative will regain momentum.

So far, $ONDO and $OM have led it, but with FDV of $7.3B and $2.6B, and with significant unlocks, they are no longer that attractive in terms of RR.

One of my convictions is $CPOOL:

-More than 70% of the supply is in circulation.
-Real product with over $630M in loans.
-Catalysts like Ozean, its own blockchain.

Hoskinson announces plans to turn Cardano into a Bitcoin L2.

Two options:

-Positive catalyst for $ADA
-Signal of capitulation from a failed L1. https://x.com/joeljordana_/status/1851238049155297701/photo/1

$BTC = 71k

Now, let's go for a new ATH.

The liquidity at the top is very large to go and take.

BTC.D (dominance) reaching the 60% zone. Possible pullback that could benefit the alts. https://x.com/joeljordana_/status/1851160754738565270/photo/1