Web3Quant

@seattand

136 Following

195 Followers

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could be a hack. careful. verify. unlike of this account to post something like this. https://x.com/george__mack/status/1834890095805034805

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opening it up for others so they can respond with their HL thesis. presume m already convinced about the product. I care more about pmf more than decentralisation. how does one (whose not a og user/farmer) get exposure now? what does a risk reward look like presuming theres very high chance (historically proven) folks are likely to get dump their initial allocation. will it make sense to wait for airdrop to play out first?

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which are your highest conviction plays n why? mindless raids will be blocked.

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while prices r constructive sentiment is of disbelief still. reason being theres PTSD from couple of higher lows. sentiment will decisively shift > 70K

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last update. https://www.w3q.xyz/market-update-15/

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noticing a few toxic folks in $fwog community. typically wen u see it the meme doesnt get too far as they act entitled. not sure if its a select few (insta blocked them without engaging) or a growing trend. will evaluate in the coming days.

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all you need is a $fwog in you

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$BITX (2x lev $BTC etf) but presuming you want a thought exercise. $POPCAT if cycle is indeed over then unlikely any Alts / meme will buck the trend. new cycle will bring new Alts. if cycle is still alive (my base case) then proven meme major / doge of cats will get a lot of liquidity flows. $FWOG another one ( pepe of solana, only frog, one of the best art narrative ) but not big enough yet to absorb 1m / exit at once should the thesis fail.

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wen it comes to memes folks have it backwards. memes trending to 0 is the norm. ones surviving and going higher is exception. heres the latest from @dexscreener only filtered out new launches n stuff > 1m liquidity on raydium. all were picked during infancy n still managing to be top trending among 1000s of launches.

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interesting stat. almost there. weekly closing > 60K would cement the uptrend. RR remains on the bullish side. https://x.com/dgt10011/status/1833526194316447875

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one of the most successful fund managers .. Peter lynch had this idea for picking stocks. his book one up on Wall Street is still the best book for beginners. helps u weed out vapourware. only counter to this approach is bias. in a highly riskon environment moves happen happen on narratives much before product is even fully delivered. also knowing the team sometimes is counter productive as u find it hard to sell due to emotional bond that you form with them.

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last update. https://www.w3q.xyz/market-update-14/

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another ath. major in the making . onlyFWOG

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all you need is a $fwog in you

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last update “to sum it up. we got the breakout. dips are for buying.” next update on weekly close. https://www.w3q.xyz/we-are-back-2/

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$FWOG attempting another ath holder count increasing (>12K) one can gauge relative strength by how quickly dips getting bought and how well a small meme is holding during down days

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pepe of solana new ATH $fwog

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coins that hit ATH first should be on your radar. $fwog

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Crypto Bull thesis. https://www.w3q.xyz/no-brainer-crypto-picks-bull-cycle-projections/

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