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Melardev

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Age 10.9 Year
Peak Tier 1
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$BTC thesis is still unmatched, it’s just an expensive opportunity cost as everything else runs, from that to say oh BTC is dead bc saylor sold is a moron
BTC-2.56%
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$BTC thesis is still unmatched, you just have to time the bull market while everything else runs, anyone saying oh BTC is dead bc saylor sold is a moron
BTC-2.56%
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bitcoin:native Joyful June starts in the trendline (only for a +5% week, then back to hell again)
BTC-2.56%
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on the way up $BTC was giving 2-3% dips every 3 days, on the way down we get a 2% rally once a week
$HOOD or $CRCL are the hideouts imo, if crypto does bad they can do well, if crypto does well they do better. Hedged
BTC-2.56%
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If the Chinese can’t hold their preferred coin’s breakout and repeat the SUI fake out, then June it’s a ggs
SUI-3.08%
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I asked Grok why ethereum:0xaf5191b0de278c7286d6c7cc6ab6bb8a73ba2cd6 went up, and it gave me the reason mentioning a Youtube video posted barely 8 hours ago .... fascinating this AI era
ETH-1.99%
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$MSFT is up 1.45% on a Sunday on crypto exchanges, BTC is red. Even weekends are not for crypto anymore
MSFT2.76%
BTC-2.56%
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Monday there will be a race for $IBM I can feel it, it shouldn't come as a surprise Trump already gave them 1b for Quantum research a week ago. Now he hosts the CEO in the WH
IBM7.3%
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afaik near:native is the only crypto project that capitalizes AI agents
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Karabatak:
To The Moon 🌕
as someone that listens a lot to crypto in Youtube, it's strange to see them somehow believing in the 4y cycle, but, they will buy in August
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Core positions in stock: $MSFT $NBIS $DELL and many smaller ones
Looking for a crypto stock exposure, possibly HOOD or MSTR, to hedge against no BTC
BTC-2.56%
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not going to be shaken out by this dip in $ONDS, all drones getting hammered anyway
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Fun fact: bitcoin:native just broke the record for consecutive ETF outflow days, 9 and counting.
BTC-2.56%
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I may be a fool but today I am trimming some positions like MU to buy $DELL, missed 35%, I won't miss the next 50%
MU3.23%
DELL0.54%
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When $INTC did a +30% gap up in Apr, it kept going another +50%. Now $DELL doing a +40% move up post market, will likely just keep going another 30% too
INTC-6.64%
DELL31.5%
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$KTOS is one of the few drone companies that are profitable, but market likes growth, therefore the best performers are $RCAT (revenue up 850% YoY) and $UMAC. Bullish on drones specially with the 1.5T military budget
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I held through the month of chop, I deserve what is coming to $MSFT
MSFT2.76%
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how do you get a 1.5T military budget if not by sending every asset (except crypto ofc) to space?????
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rooting for BTC to god candle from here, not that I will ride it, but bear degeneracy has been to the roof for many months
BTC-2.56%
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I keep reading "oh it's normal, it's the bear market of the 4y cycle" over and over. But the underperformance didn't start this year
2023: $NVDA +238.87%, bitcoin:native +155%
2024: $NVDA +171% , bitcoin:native +121%
2025: $NVDA +38%, bitcoin:native -6%
2026: $NVDA +14%, bitcoin:native -16%
NVDA1.5%
BTC-2.56%
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