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The best strategy for tackling multiple crypto narratives is focus and rotation. Pick 2-3 long-term narratives that are popular and easy for retail to understand, like gaming, AI, or meme coins. For others, rotate into short-term plays based on clear catalysts 1-2 months ahead, like Bitcoin halvings. Avoid spreading...

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VirtualBacon

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55,926 просмотров • 1 год назад •via X (Twitter)

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Crypto investing is about picking the right categories, not just specific coins. Focus on strong narratives like gaming, AI, meme coins, Layer 1s, and RWAs - these dominate in bull markets. Avoid old or weak narratives that rarely outperform.
1:42

Crypto investing is about picking the right categories, not just specific coins. Focus on strong narratives like gaming, AI, meme coins, Layer 1s, and RWAs - these dominate in bull markets. Avoid old or weak narratives that rarely outperform.

VirtualBacon

54,804 просмотров • 1 год назад

Focus on proven narratives (Gaming, AI, Memecoins), explore upcoming ones (Bitcoin DeFi, ZK-rollups), and avoid older trends (Play-to-Earn, GambleFi). Winners in old narratives are already decided.
1:48

Focus on proven narratives (Gaming, AI, Memecoins), explore upcoming ones (Bitcoin DeFi, ZK-rollups), and avoid older trends (Play-to-Earn, GambleFi). Winners in old narratives are already decided.

VirtualBacon

50,723 просмотров • 1 год назад

My target for #Bitcoin this cycle is $200K, but the real long-term opportunity is its potential to hit $1M within 10 years, far outpacing other assets. Altcoins can 10x or 100x short-term but face steep risks and regulatory challenges ahead. Bitcoin remains my long-term hold.
1:37

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My target for #Bitcoin this cycle is $200K, but the real long-term opportunity is its potential to hit $1M within 10 years, far outpacing other assets. Altcoins can 10x or 100x short-term but face steep risks and regulatory challenges ahead. Bitcoin remains my long-term hold.

VirtualBacon

109,919 просмотров • 1 год назад

Managing an altcoin portfolio during the bear market taught me to focus on proven narratives: •Layer 1s • Gaming • AI • RWAs • Memecoins. I'm ready for Altcoin season, so I’ve cut #Bitcoin allocation from 20% to 10% and hold 38 altcoin positions. This aggressive strategy needs a clear exit plan.
1:26

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Managing an altcoin portfolio during the bear market taught me to focus on proven narratives: •Layer 1s • Gaming • AI • RWAs • Memecoins. I'm ready for Altcoin season, so I’ve cut #Bitcoin allocation from 20% to 10% and hold 38 altcoin positions. This aggressive strategy needs a clear exit plan.

VirtualBacon

75,611 просмотров • 1 год назад

Apps like Moonwell and its AI agent Mamo will service millions of retail users, not just the whales. Moonwell’s focus has always been clear: make lending simple, safe, and accessible for anyone, anywhere. We’re building for the long-term, bringing onchain finance to everyone.
1:05

Apps like Moonwell and its AI agent Mamo will service millions of retail users, not just the whales. Moonwell’s focus has always been clear: make lending simple, safe, and accessible for anyone, anywhere. We’re building for the long-term, bringing onchain finance to everyone.

Moonwell

10,407 просмотров • 11 месяцев назад

Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)
1:06

Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)

Startup Archive

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I don’t know how long the AI Agents hype will continue. But I do know that AI crypto as a whole is a long-term narrative, and I have kept this thesis publicly for 2 years already. Today I’ll be showing all the different sub-sectors in AI Crypto not only including AI agents, but also AI blockchains, DePin, AI Gaming, Launchpads, and AI Memes. 01:53 Large Caps 02:33 DePin 03:36 AI Gaming 04:18 AI Agent Infra 06:12 AI Memes 07:30 Mid Caps 14:21 Low Caps
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I don’t know how long the AI Agents hype will continue. But I do know that AI crypto as a whole is a long-term narrative, and I have kept this thesis publicly for 2 years already. Today I’ll be showing all the different sub-sectors in AI Crypto not only including AI agents, but also AI blockchains, DePin, AI Gaming, Launchpads, and AI Memes. 01:53 Large Caps 02:33 DePin 03:36 AI Gaming 04:18 AI Agent Infra 06:12 AI Memes 07:30 Mid Caps 14:21 Low Caps

VirtualBacon

119,562 просмотров • 1 год назад

Mockler: When they announced the tariffs, they said this is short term pain for long term gain. That was like 12 months ago. And we're still in the short term pain part. When are we going to enter the long term gain part because tariffs imposed $1,000 tax on American families in 2025. Now this war is spiking, the price of oil spiking the price of gas spiking everything. And the economy is suffering.
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Mockler: When they announced the tariffs, they said this is short term pain for long term gain. That was like 12 months ago. And we're still in the short term pain part. When are we going to enter the long term gain part because tariffs imposed $1,000 tax on American families in 2025. Now this war is spiking, the price of oil spiking the price of gas spiking everything. And the economy is suffering.

Acyn

67,474 просмотров • 4 месяцев назад

Are we still in a Crypto Bull Market for Bitcoin and Altcoins? This video will cover what I expect to happen to Bitcoin and Altcoins in the short to mid-term as we head into 2026, and I'll share if I am a buyer or seller at these levels. 02:04 Bitcoin Price Analysis: Entering Bear Trend? 02:46 Why This Bear Won't Be Dramatic (5 Key Reasons) 05:37 Bitcoin Bottom Timeline: Short-Lived Bleed to 60-70K 15:10 Altcoin Cycle: No Extended Altseasons, Short Bursts Only 18:06 Bitcoin vs Altcoin liquidity cycles 23:41 Bitcoin will keep rallying with M2 liquidity 28:19 Altcoins follow ISM, business cycle, and QE liquidity only 41:34 Short-Term Actions: 80% BTC, 20% Alts for trading only 45:29 Current Altcoin opportunities
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VirtualBacon

40,336 просмотров • 8 месяцев назад

#Solana is the only smart contract platform truly competing #Ethereum. It dominates retail UX and daily usage but still lags in institutional adoption and RWA integration. To become a long-term hold like $ETH or $BTC, $Sol must build resilience across cycles and not fade like past L1s.
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#Solana is the only smart contract platform truly competing #Ethereum. It dominates retail UX and daily usage but still lags in institutional adoption and RWA integration. To become a long-term hold like $ETH or $BTC, $Sol must build resilience across cycles and not fade like past L1s.

VirtualBacon

49,320 просмотров • 1 год назад

Strategy CEO: May sell Bitcoin for long-term shareholder value On May 28, 2026, during an interview with Fox Business, Strategy CEO Phong Le Phong Le stated that while the company's long-term philosophy is to aggregate Bitcoin, they may make week-to-week or day-to-day decisions to sell if it is accretive to shareholders in the long term. He mentioned that utilizing unrealized tax losses due to Bitcoin's volatility for tax planning is a reasonable motive for such sales. Phong Le expressed that despite potential sales at some point, the company will ultimately net increase its overall Bitcoin holdings and Bitcoin per share.
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Strategy CEO: May sell Bitcoin for long-term shareholder value On May 28, 2026, during an interview with Fox Business, Strategy CEO Phong Le Phong Le stated that while the company's long-term philosophy is to aggregate Bitcoin, they may make week-to-week or day-to-day decisions to sell if it is accretive to shareholders in the long term. He mentioned that utilizing unrealized tax losses due to Bitcoin's volatility for tax planning is a reasonable motive for such sales. Phong Le expressed that despite potential sales at some point, the company will ultimately net increase its overall Bitcoin holdings and Bitcoin per share.

Wu Blockchain

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As the crypto market recovers over the coming months, $ETH will outperform $BTC and that will be very good for Altcoins As I’ve mentioned, we have only 2–3 months to get everything ready before the altcoins market truly explodes. The ETH/BTC chart is very great for long-term
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As the crypto market recovers over the coming months, $ETH will outperform $BTC and that will be very good for Altcoins As I’ve mentioned, we have only 2–3 months to get everything ready before the altcoins market truly explodes. The ETH/BTC chart is very great for long-term

Ryker 🇯🇵

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Most retail-focused coins like $XRP, $ADA, $DOGE, $SHIB are still chopping, even with upgrades and news. OG L1s, stablecoin projects, and DeFi haven’t moved. The mini altseason we witnessed was isolated to crypto Twitter, led by memes, AI, and niche Solana trends. Retail hasn’t returned yet.
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Most retail-focused coins like $XRP, $ADA, $DOGE, $SHIB are still chopping, even with upgrades and news. OG L1s, stablecoin projects, and DeFi haven’t moved. The mini altseason we witnessed was isolated to crypto Twitter, led by memes, AI, and niche Solana trends. Retail hasn’t returned yet.

VirtualBacon

45,412 просмотров • 1 год назад

The foundation of modern psychiatric medicine is based on a timeline that will stun you. Before a drug like Prozac, Zoloft, or Abilify is approved for millions, how long do you think it's studied for safety and efficacy? Five years? Ten? The answer: Six to eight weeks. That’s the average length of the clinical trials used for FDA approval. As Laura Delano's research into drug labels reveals, these substances are deemed "safe and effective" for long-term public use based on a handful of short-term, company-selected studies. This creates a devastating gap: these drugs have zero evidence base for long-term use, yet countless individuals remain on them for decades. We are conducting a mass, unregulated experiment, and most people taking the pills have no idea.
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The foundation of modern psychiatric medicine is based on a timeline that will stun you. Before a drug like Prozac, Zoloft, or Abilify is approved for millions, how long do you think it's studied for safety and efficacy? Five years? Ten? The answer: Six to eight weeks. That’s the average length of the clinical trials used for FDA approval. As Laura Delano's research into drug labels reveals, these substances are deemed "safe and effective" for long-term public use based on a handful of short-term, company-selected studies. This creates a devastating gap: these drugs have zero evidence base for long-term use, yet countless individuals remain on them for decades. We are conducting a mass, unregulated experiment, and most people taking the pills have no idea.

Camus

57,066 просмотров • 8 месяцев назад

#Ethereum is back at its key bear market breakout zone, retesting the $1,700–$2,100 range. Short term, expect chop. But long term, $ETH tends to catch up fast once the Fed pivots and global liquidity turns. I’m still holding, nothing has changed for me.
1:15

#Ethereum is back at its key bear market breakout zone, retesting the $1,700–$2,100 range. Short term, expect chop. But long term, $ETH tends to catch up fast once the Fed pivots and global liquidity turns. I’m still holding, nothing has changed for me.

VirtualBacon

212,736 просмотров • 1 год назад

Today, we propose the COINS Act, a rights-first model law for India’s crypto challenges published by Hashed Emergent & Black Dot Policy Advisors. The Crypto-Systems Oversight, Innovation and Strategy (COINS) Act is a draft law that envisions a pro-innovation crypto regulatory framework for India, designed to inform dialogue between regulators and the industry, in light of the development of global crypto regulation. The COINS Act is composed of: 1/ Crypto-native Constitutional Rights: Fundamental freedoms of self-custody, privacy, code deployment and protocol interaction are enshrined as the pillars of the COINS Act. 2/ Crypto-native Regulator and Targeted Regulation: A crypto industry specific regulator whose powers are strictly limited to India-facing services, without overreaching into truly decentralized and borderless protocols, COINS is designed for asset and activity-based delegated legislation. 3/ Control & Custody Framework: Centralized exchanges face full licensing requirements, non‑custodial protocols subject to a simple disclosure regime, and truly decentralized protocols are fully exempt from compliance. 4/ Safe Harbours for Onshore Protocol Economy: A time-limited safe harbour for initial coin offerings in India to kick-start Indian-origin token projects and nurture a homegrown protocol ecosystem; protocol developers are protected from liability for acts of end-users. 5/ Strategic Bitcoin & Crypto Reserve: A forward-looking mandate that empowers the Central Government to build a Strategic Bitcoin & Crypto-asset Reserve and to secure India’s long-term crypto-asset sovereignty. It’s our sincere hope that the COINS Act model law provides a clear, constructive dialogue and path forward between regulators and the industry that empowers builders, protects users, and accelerates India’s global crypto leadership.
0:45

Today, we propose the COINS Act, a rights-first model law for India’s crypto challenges published by Hashed Emergent & Black Dot Policy Advisors. The Crypto-Systems Oversight, Innovation and Strategy (COINS) Act is a draft law that envisions a pro-innovation crypto regulatory framework for India, designed to inform dialogue between regulators and the industry, in light of the development of global crypto regulation. The COINS Act is composed of: 1/ Crypto-native Constitutional Rights: Fundamental freedoms of self-custody, privacy, code deployment and protocol interaction are enshrined as the pillars of the COINS Act. 2/ Crypto-native Regulator and Targeted Regulation: A crypto industry specific regulator whose powers are strictly limited to India-facing services, without overreaching into truly decentralized and borderless protocols, COINS is designed for asset and activity-based delegated legislation. 3/ Control & Custody Framework: Centralized exchanges face full licensing requirements, non‑custodial protocols subject to a simple disclosure regime, and truly decentralized protocols are fully exempt from compliance. 4/ Safe Harbours for Onshore Protocol Economy: A time-limited safe harbour for initial coin offerings in India to kick-start Indian-origin token projects and nurture a homegrown protocol ecosystem; protocol developers are protected from liability for acts of end-users. 5/ Strategic Bitcoin & Crypto Reserve: A forward-looking mandate that empowers the Central Government to build a Strategic Bitcoin & Crypto-asset Reserve and to secure India’s long-term crypto-asset sovereignty. It’s our sincere hope that the COINS Act model law provides a clear, constructive dialogue and path forward between regulators and the industry that empowers builders, protects users, and accelerates India’s global crypto leadership.

Hashed Emergent

24,279 просмотров • 1 год назад

ALTIMETER'S GERSTNER ON BITCOIN Gerstner said he doesn’t understand MicroStrategy’s strategy, and repeated confusion is a red flag for him. He owns some Bitcoin and may buy more if prices fall, but he’s watching to see whether MicroStrategy might be forced to deleverage, which could create short-term turmoil. He added that a major “black swan” risk would be a successful crypto hack—including potential quantum threats. Recent vulnerability testing, such as work by Anthropic, will be important for the long-term durability of blockchain technology.
2:42

ALTIMETER'S GERSTNER ON BITCOIN Gerstner said he doesn’t understand MicroStrategy’s strategy, and repeated confusion is a red flag for him. He owns some Bitcoin and may buy more if prices fall, but he’s watching to see whether MicroStrategy might be forced to deleverage, which could create short-term turmoil. He added that a major “black swan” risk would be a successful crypto hack—including potential quantum threats. Recent vulnerability testing, such as work by Anthropic, will be important for the long-term durability of blockchain technology.

*Walter Bloomberg

351,133 просмотров • 8 месяцев назад

Don't rely on M2 money supply for short-term crypto signals, it always trends up, but that doesn't reflect real liquidity. Instead, track US net liquidity.
1:35

Don't rely on M2 money supply for short-term crypto signals, it always trends up, but that doesn't reflect real liquidity. Instead, track US net liquidity.

VirtualBacon

163,771 просмотров • 1 год назад

🔊 “Short-term price action is noise. Focus on the thesis. The goal is to win long-term.” describes the aggressive BTC accumulation from Michael Saylor as “loading the spring” for a potential outbreak in 2025. There’s likely motives that are driving this behavior behind speculation of the SBR and how to optimize the new accounting changes from FASB. It will be interesting to see the narrative that the Strategy team focuses on in 2025 as Bitcoin continues to push to new all time highs. MicroStrategy isn’t just a Bitcoin play—it’s the Bitcoin strategy. Tune into Anders_ ✝️🇩🇰🇧🇷🥩🥩🍸 MSTR Monday’s with and Adrian to hear their expectations for MicroStrategy heading into 2025. Key insights from full discussion: 🕰️ Long-Term Vision: Saylor’s strategy prioritizes Bitcoin per share growth. Short-term volatility is noise; the company remains focused on building value through Bitcoin accumulation. [03:57] 📈 Bitcoin Stockpile Growth: MicroStrategy aims for 500,000 BTC by year-end, aggressively frontloading ahead of potential nation-state accumulation that could reshape markets. [17:31] ➡️ NASDAQ-100 Rebalancing: MicroStrategy’s NASDAQ-100 inclusion triggers significant capital shifts starting this month, with billions in buy pressure expected. Momentum builds. [18:31] 🌟 2025 Outlook: Catalysts are aligning: favorable accounting rules, Bitcoin’s price appreciation, and post-halving momentum set the stage for MicroStrategy to dominate. [22:53] 🇺🇸 US Reserve Speculation: Speculation grows that the US could adopt Bitcoin in its reserves. If true, it could set off global demand, price surges, and unprecedented market dynamics. [30:17] Full video:
3:30

🔊 “Short-term price action is noise. Focus on the thesis. The goal is to win long-term.” describes the aggressive BTC accumulation from Michael Saylor as “loading the spring” for a potential outbreak in 2025. There’s likely motives that are driving this behavior behind speculation of the SBR and how to optimize the new accounting changes from FASB. It will be interesting to see the narrative that the Strategy team focuses on in 2025 as Bitcoin continues to push to new all time highs. MicroStrategy isn’t just a Bitcoin play—it’s the Bitcoin strategy. Tune into Anders_ ✝️🇩🇰🇧🇷🥩🥩🍸 MSTR Monday’s with and Adrian to hear their expectations for MicroStrategy heading into 2025. Key insights from full discussion: 🕰️ Long-Term Vision: Saylor’s strategy prioritizes Bitcoin per share growth. Short-term volatility is noise; the company remains focused on building value through Bitcoin accumulation. [03:57] 📈 Bitcoin Stockpile Growth: MicroStrategy aims for 500,000 BTC by year-end, aggressively frontloading ahead of potential nation-state accumulation that could reshape markets. [17:31] ➡️ NASDAQ-100 Rebalancing: MicroStrategy’s NASDAQ-100 inclusion triggers significant capital shifts starting this month, with billions in buy pressure expected. Momentum builds. [18:31] 🌟 2025 Outlook: Catalysts are aligning: favorable accounting rules, Bitcoin’s price appreciation, and post-halving momentum set the stage for MicroStrategy to dominate. [22:53] 🇺🇸 US Reserve Speculation: Speculation grows that the US could adopt Bitcoin in its reserves. If true, it could set off global demand, price surges, and unprecedented market dynamics. [30:17] Full video:

J64 - SignalStation.app

21,012 просмотров • 1 год назад