Missed the Kyan x @thinkingvols Monday Alpha this week?
TL;DR: Weekend bull market, CZ emerges, markets nuke. Violent delights have violent ends.
Here's a summary thread ⤵️
1/7
@vec0zy @vxdenton @wekaaxyz We seemed to have run through a whole bull market in a single weekend on some alts, including ASTER and AVNT. We even got CZ to emerge from the woodwork with unprecedented engagement across the board. It was all looking fantastic… until futures opened last night.
2/7
It can be incredibly frustrating watching our positions bleed while AI and tech stocks push to historic highs. But we need to remember why we entered the crypto space in the first place - for outsized returns. We still get them, but maybe not when we want them most.
3/7
The charts tell the story perfectly. In the past month, gold is up over 11%, NVIDIA and QQQ are making new highs, while crypto continues its grinding consolidation and recently freefall. Right now, tech is absorbing all the "future of technology" capital flows.
4/7
Yet the long-term thesis remains intact. This rotation won't last forever. There is always a shiny new toy and a ticker to trade. We just have to stop running through metas in a weekend here in the crypto space.
5/7
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