
VirtualBacon
@virtualbacon • 235,166 subscribers
Crypto and macro in plain English. Every day: the levels I am watching and the positions I actually hold. No hype. Livestreams Mon-Fri.
Videos

On the most aggressive timelines, quantum computers could crack old Bitcoin wallets within this cycle. Only two blockchains running today are built to be quantum-resistant: Quantus and Algorand. A big story with so few coins is what makes this narrative asymmetric.
VirtualBacon73,832 görüntüleme • 7 gün önce

Most people can't get into a company until its IPO. Matthieu de Vergnes of Ondo Finance (Ondo Finance) says 87% of US companies with $100M+ in revenue are private His fix: tokenized notes that cut the entry ticket from millions to $1,000 or less, on Ondo FinancePerps. Outside the US only
VirtualBacon18,827 görüntüleme • 5 gün önce

When a chain runs, the thing that moves hardest is usually not the chain token. It is the exchange and the lending protocol built on top of it. So I went looking on NEAR. Only two projects are genuinely native to it, and together they are worth about 17 million dollars.
VirtualBacon55,056 görüntüleme • 1 ay önce

My 3-6 month plan: stay bullish. Bitcoin above the 50W EMA, liquidity rising, and another rate cut likely by December. Altcoin sentiment reset, but dominance is still in a macro downtrend. As long as $BTC trends higher, alts will follow. Ignore fear, follow structure.
VirtualBacon447,033 görüntüleme • 11 ay önce

Bitcoin ran 24% in four days and confirmed nothing. It stopped dead at the 50-week EMA at 77,200. Same band that capped December's rally and April's bounce. Confirmation is a weekly close above 81,790. Waiting costs 6% of entry. It buys you 40% odds becoming 80%.
VirtualBacon78,353 görüntüleme • 2 ay önce

I round-tripped my altcoin gains three times last cycle. Every single time, Bitcoin chopped and the alts gave it all back. So the rule now is fixed: no altcoin gets held longer than three months. Profits rotate into Bitcoin. Bitcoin is the only thing I hold for the whole run.
VirtualBacon51,581 görüntüleme • 1 ay önce

Most alt seasons only last 1–2 months. Until #Bitcoin dominance breaks down and trends lower, don’t expect a true alt run. Alts pump when #BTC is breaking out but once it chops or corrects, dominance returns and gains vanish fast. Be careful and play it smart.
VirtualBacon406,095 görüntüleme • 1 yıl önce
