Crypto Joe

Hope I don’t regret this one but: -> ETH Staking ETF -> Market shift towards ‘legit’ rather than ‘fast’ -> Huge underperformance, potential for mean reversion. ETH finally I think is a great bid :) https://x.com/Crypto_Joe10/status/1891464196920856838

Some thoughts around the current ‘cycle’ https://x.com/Crypto_Joe10/status/1890027710572909054

I hope this helped some of you :)

Musical Chairs speeding up

https://x.com/veildotcash/status/1877827571926053220?s=46&t=_7XSIq4v9z-tTNbRCvz60Q Coinbase integration :)

Rare protocol highlight for me: $VEIL Project : Tornado Cash on Base (with extra compliance layer) Prices $5m market cap, $12m FDV Macro thesis : Privacy becomes increasingly important in a world where AI unveils more on-chain. —— Conservative, libertarian, pro-crypto US govt in power. I think they’ll make significant strides towards supporting rather than curtailing privacy on-chain. The political tides are changing. https://x.com/naval/status/1866348722302652734?s=46&t=_7XSIq4v9z-tTNbRCvz60Q Micro thesis: -> Tornado Cash, in current climate should be worth billions. It was made illegal and anyone that uses it blacklisted -> but it provides a crucial purpose of privacy on-chain (without being its own network). —— Veil embeds their smart contracts but adds a preceding layer to prevent misuse (terrorism, laundering). —> $Veil is backed by the Base team, particularly Jesse, that comes with coinbase too. —- most interestingly Jesse hinted towards privacy payments being the default from coinbase. This is a significant statement. —> Finally, the token itself trades at $5m market cap, which is priced cheap with $12m FDV. I think it has room to touch $1bn+ if privacy becomes more prevalent (which I think it will). ——Either way, it has a committed team, building something crypto needs at a very good valuation in the liquid market. Very interested in this project, I think what they’re doing is genuinely important for the industry (I was thinking of building this myself and so have been tracking this project for a while).

Rare protocol highlight for me: $VEIL

I think BTC breaks $100k in 2025, this may be an issue in 2026 or 2027 https://x.com/crypto_joe10/status/1861183766103744649?s=46&t=_7XSIq4v9z-tTNbRCvz60Q

Don’t forget that your job is to extract money from markets. The market now is showing several signs of a mania phase, but the problem is the market has evolved. We’re no longer pumping random coins, and historic coins like in previous cycles. The supply of coins from Pump.Fun is high, and the way in which the market is interacting & engaging in them (including a lot of retail by the way) is very similar to mania. So two things to take from this: 1) Evolve, the market isn’t the same as it use to. It requires you to be in the trenches buying hippo coins & dog coins & cat coins & memes. You can make a lot from a little if you learn the game 2) Extract money, regularly be taking profits. The market has basically gone up only for 2 years in a row. The market might continue to go uponly (it might not), but make sure to be taking profits where appropriate. The goal of this market is to solidify yourself, your life, your friends, your family. You can’t do that if you don’t eventually TP parts of your portfolio & buy real world assets or yield bearing assets. This is important, don’t forget it.

Don’t forget to sell some magic internet beans to change your life.. https://x.com/crypto_joe10/status/1855918584016322673?s=46&t=_7XSIq4v9z-tTNbRCvz60Q

Edging closer..

https://x.com/crypto_joe10/status/1854942245428117973?s=46&t=_7XSIq4v9z-tTNbRCvz60Q It’s not obvious until hindsight hits you. The goal is always to be extracting value from the market if you’re successful. Markets can change, they’re inherently uncertain. Always worth securing your future

Seems to be following the squiggle. Red wave was inevitable. Looks to be a lot of leveragebeing added here, just be a bit careful..

Update on the plan. That was indeed a buy the dip. I think we’ve naturally come into resistance. Patience here I suspect some chop over next week or two ahead of the election indecision before continuation on a Donald victory.

https://x.com/crypto_joe10/status/1848769855815557178?s=46&t=_7XSIq4v9z-tTNbRCvz60Q Last time Paul Tudor Jones was constructive BTC was $9,000 and $26,000…

Very possible this is one of the last pullbacks pre-election. I expect a red-wave (Trump Win) & I expect markets, and particularly crypto markets to follow. I posted this chart in the chat attached to this channel at the end of August (shoutout to all the amazing people in there) . Looks to be interesting & playing out, thought I’d share publicly. I’ve noticed we’re frontrunning more events into low liquidity. Largely due to increasing market knowledge/intelligence. This also leads me to believe future alt seasons will be very aggressive & much shorter. I think the next 10 days could be one of the final shakeouts. If you made it this far, we’re almost there.. Edit: Loads of DMs asking for links to the chat: https://t.me/+fpjOd0SAi8VkMmQ0

Next prediction, Doge hits $1 before end of cycle. https://x.com/crypto_joe10/status/1840441075283951808?s=46&t=_7XSIq4v9z-tTNbRCvz60Q

Looks like I was spot on with this. BTC trading 20% higher, rest of market trading higher than this even..

https://x.com/deitaone/status/1832033549240693212?s=46&t=_7XSIq4v9z-tTNbRCvz60Q NFP came in a small miss. I spoke about this on a podcast last week as something to be watching. This was an important number that macro markets were placing a huge emphasis on. It was characteristically a ‘boring’ print. In this case, when the market has de-risked ahead of a key event, and the data is in-line with expectations, this is a signal for re-adding risk. There are three more important events in September: 1) Presidential Debate - 10th September 2) CPI - September 12th 3) FOMC - September 19-20 The next 2 weeks are crucial in determining the trajectory for Q3 & 4. But I suspect this print could be a turning point, and turning points occur during specific events, not prices.. https://x.com/crypto_joe10/status/1639965367840776198?s=46&t=_7XSIq4v9z-tTNbRCvz60Q

Believe in yourself. That’s the message. https://x.com/crypto_joe10/status/1818773521377444324?s=46&t=_7XSIq4v9z-tTNbRCvz60Q