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1805299856598253856 | null | Sentiment on the timeline right now legit feels worse than FTX.<br><br>I think then, everyone just accepted that crypto was f*cked.<br><br>Now, it's harder to accept as we had a taste of hope - and that hope feels like it's being stripped away. | null | 1805299856598253856 | null | false | false | false | false | false | 824 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1805299856598253856 | null | null | null | 154 | null | 51 | false | Sentiment on the timeline right now legit feels worse than FTX.
I think then, everyone just accepted that crypto was f*cked.
Now, it's harder to accept as we had a taste of hope - and that hope feels like it's being stripped away. | null | 2024-06-24T18:00:01Z | 2024-06-24T18:00:01 | null | 1530033576 | milesdeutscher | null | 96,050 |
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1805259082431103155 | null | Interesting how many alts are actually holding up reasonably well considering the $BTC carnage. <br><br>Seems like alts led the dump as the market started to position risk off, and now BTC is catching up.<br><br>(BTC dominance chart below). <br><a href="https://t.co/aYSVThOWTy"><img src="https://pbs.twimg.com/media/GQ2RcFkasAAldiR.jpg"/></a> | null | 1805259082431103155 | null | false | false | false | false | false | 331 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1805259082431103155 | [
{
"ID": "1805258937362722816",
"URL": "https://pbs.twimg.com/media/GQ2RcFkasAAldiR.jpg"
}
] | null | null | 54 | null | 27 | false | Interesting how many alts are actually holding up reasonably well considering the $BTC carnage.
Seems like alts led the dump as the market started to position risk off, and now BTC is catching up.
(BTC dominance chart below). https://t.co/aYSVThOWTy | null | 2024-06-24T15:18:00Z | 2024-06-24T15:18:00 | null | 1530033576 | milesdeutscher | null | 42,300 |
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1805254756681871730 | null | <a href="https://twitter.com/ftm_turtle">@ftm_turtle</a> Yeah, one of my only bags that's up today. π | null | 1805255197364814166 | null | 1805254964156969273 | false | false | true | false | false | 2 | [
{
"ID": "1752381844635459584",
"Name": "sonic turtle",
"Username": "ftm_turtle"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1805255197364814166 | null | null | null | 1 | null | 1 | false | @ftm_turtle Yeah, one of my only bags that's up today. π | null | 2024-06-24T15:02:33Z | 2024-06-24T15:02:33 | null | 1530033576 | milesdeutscher | null | 1,514 |
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1805254756681871730 | null | I'm sorry, you're all way too bearish. <br><br>Time to dust off the old Ledger.<br><br>Looks like I'm forced to bid. <br><a href="https://t.co/ZM6MXtNqYs"><img src="https://pbs.twimg.com/media/GQ2LB4xa0AAY5da.jpg"/></a> | null | 1805254756681871730 | null | false | false | false | false | false | 531 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1805254756681871730 | [
{
"ID": "1805251890181230592",
"URL": "https://pbs.twimg.com/media/GQ2LB4xa0AAY5da.jpg"
}
] | null | null | 62 | null | 18 | false | I'm sorry, you're all way too bearish.
Time to dust off the old Ledger.
Looks like I'm forced to bid. https://t.co/ZM6MXtNqYs | null | 2024-06-24T15:00:48Z | 2024-06-24T15:00:48 | null | 1530033576 | milesdeutscher | null | 45,695 |
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1805251222112473121 | null | Before you start panicking about Mt. Gox (for the millionth time) and the Germans selling, remember that forced selling FUD usually affects price MORE than the selling itself.<br><br>We've seen this time and time again.<br><br>Wouldn't be surprised if we're nearing a local bottom here. | null | 1805251222112473121 | null | false | false | false | false | false | 728 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1805251222112473121 | null | null | null | 43 | null | 55 | false | Before you start panicking about Mt. Gox (for the millionth time) and the Germans selling, remember that forced selling FUD usually affects price MORE than the selling itself.
We've seen this time and time again.
Wouldn't be surprised if we're nearing a local bottom here. | null | 2024-06-24T14:46:45Z | 2024-06-24T14:46:45 | null | 1530033576 | milesdeutscher | null | 46,216 |
|||
1805219324753547515 | null | <a href="https://twitter.com/Rewkang">@Rewkang</a> It's equally as easy to make a bull case too. <br><br>- Election in November<br>- Shift in regulatory stance towards crypto <br>- ETH ETF imminent<br>- Equities profits to rotate into crypto<br>- Market oversold/sentiment max bearish<br><br>Can list any number of headwinds or tailwinds to fit a bias. | null | 1805249025643581761 | null | 1805219324753547515 | false | false | true | false | false | 262 | [
{
"ID": "1138033434",
"Name": "Andrew Kang",
"Username": "Rewkang"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1805249025643581761 | null | null | null | 16 | null | 7 | false | @Rewkang It's equally as easy to make a bull case too.
- Election in November
- Shift in regulatory stance towards crypto
- ETH ETF imminent
- Equities profits to rotate into crypto
- Market oversold/sentiment max bearish
Can list any number of headwinds or tailwinds to fit a bias. | null | 2024-06-24T14:38:02Z | 2024-06-24T14:38:02 | null | 1530033576 | milesdeutscher | null | 21,964 |
||
1804518804623421525 | null | <a href="https://twitter.com/TaikiMaeda2">@TaikiMaeda2</a> <a href="https://twitter.com/gametheorizing">@gametheorizing</a> Georgewifhat | null | 1804798003624198209 | null | 1804518804623421525 | false | false | true | false | false | 14 | [
{
"ID": "1064421325186359296",
"Name": "Taiki Maeda",
"Username": "TaikiMaeda2"
},
{
"ID": "1081354216843632640",
"Name": "Jordi Alexander",
"Username": "gametheorizing"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1804798003624198209 | null | null | null | 1 | null | 0 | false | @TaikiMaeda2 @gametheorizing Georgewifhat | null | 2024-06-23T08:45:50Z | 2024-06-23T08:45:50 | null | 1530033576 | milesdeutscher | null | 3,952 |
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1804784610494280056 | null | <a href="https://twitter.com/Cryptoreka">@Cryptoreka</a> I share my opinions. <br><br>They may be right, they may be wrong. <br><br>What I deem to be probabilistic may or may not be probabilistic to someone else. <br><br>The whole point of content creation is to observe things, share those observations, and it's up to the audience to decide how they'd | null | 1804789848957649356 | null | 1804787887138820502 | false | false | true | false | false | 229 | [
{
"ID": "956448511184244738",
"Name": "Goosery",
"Username": "Cryptoreka"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1804789848957649356 | null | null | null | 22 | null | 3 | false | @Cryptoreka I share my opinions.
They may be right, they may be wrong.
What I deem to be probabilistic may or may not be probabilistic to someone else.
The whole point of content creation is to observe things, share those observations, and it's up to the audience to decide how they'd | null | 2024-06-23T08:13:26Z | 2024-06-23T08:13:26 | null | 1530033576 | milesdeutscher | null | 26,903 |
||
1804784610494280056 | null | Here's the (uncomfortable) truth about crypto. <br><br>No one on this app has a f*cking clue what happens next.<br><br>This includes GCR, Ansem, Capo, Kang, or any of the other 1000 traders flooding your timeline. <br><br>The cycle top could be already in, or maybe it's later this year, or in | null | 1804784610494280056 | null | false | false | false | false | false | 2,996 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1804784610494280056 | null | null | null | 366 | null | 386 | false | Here's the (uncomfortable) truth about crypto.
No one on this app has a f*cking clue what happens next.
This includes GCR, Ansem, Capo, Kang, or any of the other 1000 traders flooding your timeline.
The cycle top could be already in, or maybe it's later this year, or in | null | 2024-06-23T07:52:37Z | 2024-06-23T07:52:37 | null | 1530033576 | milesdeutscher | null | 536,449 |
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1804442524645466470 | null | Great advice for crypto participants.<br><br>Stick in there, your time will come. <br><a href="https://t.co/ypJEJw4nJa"><img src="https://pbs.twimg.com/media/GQqq6S-bkAAbvAt.jpg"/></a> | null | 1804442524645466470 | null | false | false | false | false | false | 602 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1804442524645466470 | [
{
"ID": "1804442519218130944",
"URL": "https://pbs.twimg.com/media/GQqq6S-bkAAbvAt.jpg"
}
] | null | null | 76 | null | 65 | false | Great advice for crypto participants.
Stick in there, your time will come. https://t.co/ypJEJw4nJa | null | 2024-06-22T09:13:17Z | 2024-06-22T09:13:17 | null | 1530033576 | milesdeutscher | null | 47,981 |
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1804421114325799311 | null | <a href="https://twitter.com/gametheorizing">@gametheorizing</a> Congrats π | null | 1804423831890858024 | null | 1804421114325799311 | false | false | true | false | false | 16 | [
{
"ID": "1081354216843632640",
"Name": "Jordi Alexander",
"Username": "gametheorizing"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1804423831890858024 | null | null | null | 2 | null | 0 | false | @gametheorizing Congrats π | null | 2024-06-22T07:59:00Z | 2024-06-22T07:59:00 | null | 1530033576 | milesdeutscher | null | 6,756 |
||
1804320736997445867 | null | The VC jig is up. <br><br>Retail isn't blindly bidding every new launch anymore. <br><br>Instead, you need: <br><br>β’ A super strong narrative<br>β’ Key differentiator/USP<br>β’ Clever tokenomics<br>β’ Strong community building<br><br>Lazy airdrops + high FDV launches don't work anymore.<br><br>Nature is healing. <br><a href="https://t.co/cfQj7NUeFP"><img src="https://pbs.twimg.com/media/GQo8JVaakAAkI2I.jpg"/></a> | null | 1804320736997445867 | null | false | false | false | false | false | 834 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1804320736997445867 | [
{
"ID": "1804320731779731456",
"URL": "https://pbs.twimg.com/media/GQo8JVaakAAkI2I.jpg"
}
] | null | null | 91 | null | 122 | false | The VC jig is up.
Retail isn't blindly bidding every new launch anymore.
Instead, you need:
β’ A super strong narrative
β’ Key differentiator/USP
β’ Clever tokenomics
β’ Strong community building
Lazy airdrops + high FDV launches don't work anymore.
Nature is healing. https://t.co/cfQj7NUeFP | null | 2024-06-22T01:09:21Z | 2024-06-22T01:09:21 | null | 1530033576 | milesdeutscher | null | 101,556 |
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1803974569600127160 | null | we went from low float, high FDV - to low float, low FDV. | null | 1803974569600127160 | null | false | false | false | false | false | 267 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803974569600127160 | null | null | null | 39 | null | 16 | false | we went from low float, high FDV - to low float, low FDV. | null | 2024-06-21T02:13:48Z | 2024-06-21T02:13:48 | null | 1530033576 | milesdeutscher | null | 53,974 |
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1803832838921351288 | null | <a href="https://twitter.com/blknoiz06">@blknoiz06</a> Good advice. | null | 1803946248329924730 | null | 1803832838921351288 | false | false | true | false | false | 15 | [
{
"ID": "973261472",
"Name": "Ansem πποΈ",
"Username": "blknoiz06"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803946248329924730 | null | null | null | 1 | null | 1 | false | @blknoiz06 Good advice. | null | 2024-06-21T00:21:15Z | 2024-06-21T00:21:15 | null | 1530033576 | milesdeutscher | null | 6,577 |
||
1803942343806194130 | null | 99% of projects don't actually NEED a token. <br><br>Study Base, Arbitrum, LayerZero & Wormhole (before token launch) etc.<br><br>All amazing products - all fully functioning with no token (Base still is, and thriving). <br><br>But let me add more nuance.π<br><br>There are obvious arguments FOR having | null | 1803942343806194130 | null | false | false | false | false | false | 547 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803942343806194130 | null | null | null | 87 | null | 61 | false | 99% of projects don't actually NEED a token.
Study Base, Arbitrum, LayerZero & Wormhole (before token launch) etc.
All amazing products - all fully functioning with no token (Base still is, and thriving).
But let me add more nuance.π
There are obvious arguments FOR having | null | 2024-06-21T00:05:45Z | 2024-06-21T00:05:45 | null | 1530033576 | milesdeutscher | null | 82,224 |
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1803818469206396929 | null | Remember, VCs are usually locked for years. <br><br>So they realistically need a minimum 3-5x+ on their initial investment to justify the opportunity cost of locking capital. <br><br>Otherwise they could literally just ride $BTC spot and chill. | null | 1803818472008188252 | null | 1803818469206396929 | false | false | true | false | false | 146 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803818472008188252 | null | null | null | 9 | null | 5 | false | Remember, VCs are usually locked for years.
So they realistically need a minimum 3-5x+ on their initial investment to justify the opportunity cost of locking capital.
Otherwise they could literally just ride $BTC spot and chill. | null | 2024-06-20T15:53:31Z | 2024-06-20T15:53:31 | null | 1530033576 | milesdeutscher | null | 19,978 |
||
1803818469206396929 | null | The days of easy VC wins are over.<br><br>For many new tokens, buying in the liquid market is a MUCH better deal than private.<br><br>$ZRO <br>Raised at: $3b<br>Current val: $3.7b<br><br>$W<br>Raised at: $2.5b<br>Current val: $3.6b<br><br>$ZK<br>Raised at: $1.25b<br>Current val: $4b<br><br>$ZKJ<br>Raised at: $1b <br>Current val: $1b | null | 1803818469206396929 | null | false | false | false | false | false | 575 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803818469206396929 | null | null | null | 93 | null | 66 | false | The days of easy VC wins are over.
For many new tokens, buying in the liquid market is a MUCH better deal than private.
$ZRO
Raised at: $3b
Current val: $3.7b
$W
Raised at: $2.5b
Current val: $3.6b
$ZK
Raised at: $1.25b
Current val: $4b
$ZKJ
Raised at: $1b
Current val: $1b | null | 2024-06-20T15:53:31Z | 2024-06-20T15:53:31 | null | 1530033576 | milesdeutscher | null | 100,557 |
|||
1803792318144885117 | null | $NVDA/equities are soaking up all the liquidity right now.<br><br>I think at some point we see a rotation back into crypto as investors take profits/move down the risk curve. <br><br>But for now, the NVIDIA show goes on. <br><a href="https://t.co/9AmL0olbLV"><img src="https://pbs.twimg.com/media/GQhbjQ2a8AApelB.jpg"/></a> | null | 1803792318144885117 | null | false | false | false | false | false | 282 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803792318144885117 | [
{
"ID": "1803792312138657792",
"URL": "https://pbs.twimg.com/media/GQhbjQ2a8AApelB.jpg"
}
] | null | null | 34 | null | 20 | false | $NVDA/equities are soaking up all the liquidity right now.
I think at some point we see a rotation back into crypto as investors take profits/move down the risk curve.
But for now, the NVIDIA show goes on. https://t.co/9AmL0olbLV | null | 2024-06-20T14:09:36Z | 2024-06-20T14:09:36 | null | 1530033576 | milesdeutscher | null | 40,440 |
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1803766740222083355 | null | <a href="https://twitter.com/arulPrak_">@arulPrak_</a> No. It's a common trend. <br><br>New launches are significantly underperforming. | null | 1803770768591028560 | null | 1803767125439394009 | false | false | true | false | false | 19 | [
{
"ID": "37948503",
"Name": "Arul | BukProtocol.io",
"Username": "arulPrak_"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803770768591028560 | null | null | null | 1 | null | 0 | false | @arulPrak_ No. It's a common trend.
New launches are significantly underperforming. | null | 2024-06-20T12:43:58Z | 2024-06-20T12:43:58 | null | 1530033576 | milesdeutscher | null | 4,914 |
||
1803766740222083355 | null | <a href="https://twitter.com/MrPetreep">@MrPetreep</a> Still high. <br><br>Series A was $1b. <br><br>4x when you're locked for 4 years isn't so great.. | null | 1803770680351367478 | null | 1803769595314016303 | false | false | true | false | false | 30 | [
{
"ID": "900104744701759488",
"Name": "Petre",
"Username": "MrPetreep"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803770680351367478 | null | null | null | 3 | null | 0 | false | @MrPetreep Still high.
Series A was $1b.
4x when you're locked for 4 years isn't so great.. | null | 2024-06-20T12:43:37Z | 2024-06-20T12:43:37 | null | 1530033576 | milesdeutscher | null | 5,512 |
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1803766740222083355 | null | The private > public crypto market arbitrage seems to be coming to an end.<br><br>$ZRO is currently sitting ~$4b FDV. <br><br>They raised at a $3b val in 2023. <br><br>If you bought on the open market right now, you're getting a MUCH better deal than the VCs (considering they're locked for years). <br><a href="https://t.co/JGBMq193Sp"><img src="https://pbs.twimg.com/media/GQhESgYbQAAje9j.jpg"/></a> | null | 1803766740222083355 | null | false | false | false | false | false | 679 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803766740222083355 | [
{
"ID": "1803766735482601472",
"URL": "https://pbs.twimg.com/media/GQhESgYbQAAje9j.jpg"
}
] | null | null | 127 | null | 70 | false | The private > public crypto market arbitrage seems to be coming to an end.
$ZRO is currently sitting ~$4b FDV.
They raised at a $3b val in 2023.
If you bought on the open market right now, you're getting a MUCH better deal than the VCs (considering they're locked for years). https://t.co/JGBMq193Sp | null | 2024-06-20T12:27:57Z | 2024-06-20T12:27:57 | null | 1530033576 | milesdeutscher | null | 132,824 |
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1803665431892468210 | null | Making an effort to do more thought pieces/spending a lot more time critical thinking + sourcing data.<br><br>Takes longer, but hopefully you've been enjoying the end product. | null | 1803665797191180473 | null | 1803665431892468210 | false | false | true | false | false | 229 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803665797191180473 | null | null | null | 11 | null | 7 | false | Making an effort to do more thought pieces/spending a lot more time critical thinking + sourcing data.
Takes longer, but hopefully you've been enjoying the end product. | null | 2024-06-20T05:46:51Z | 2024-06-20T05:46:51 | null | 1530033576 | milesdeutscher | null | 25,443 |
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1803665431892468210 | null | Have you been enjoying the threads lately? | null | 1803665431892468210 | null | false | false | false | false | false | 442 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803665431892468210 | null | null | null | 72 | null | 13 | false | Have you been enjoying the threads lately? | null | 2024-06-20T05:45:24Z | 2024-06-20T05:45:24 | null | 1530033576 | milesdeutscher | null | 42,181 |
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1803379182447239661 | null | If you're feeling lost with your crypto strategy, I don't blame you - it's been a tough market to navigate.<br><br>But if this is you - I recommend watching my latest video.<br><br>I cover:<br>β’ My current game plan<br>β’ 3 altcoins I just bought<br>β’ My outlook<br><br>Watch now π<a href="https://youtu.be/vfosPTOJLg0">https://t.co/tlgP0Z9rua</a> | null | 1803379182447239661 | null | false | false | false | false | false | 227 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803379182447239661 | null | null | null | 46 | null | 18 | false | If you're feeling lost with your crypto strategy, I don't blame you - it's been a tough market to navigate.
But if this is you - I recommend watching my latest video.
I cover:
β’ My current game plan
β’ 3 altcoins I just bought
β’ My outlook
Watch now πhttps://t.co/tlgP0Z9rua | null | 2024-06-19T10:47:56Z | 2024-06-19T10:47:56 | [
"https://youtu.be/vfosPTOJLg0"
] | 1530033576 | milesdeutscher | null | 39,082 |
|||
1803071315257254211 | null | <a href="https://twitter.com/notxavierj">@notxavierj</a> π | null | 1803205653676302566 | null | 1803133258193871185 | false | false | true | false | false | 86 | [
{
"ID": "1133135223649177602",
"Name": "notshort",
"Username": "notxavierj"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803205653676302566 | null | null | null | 12 | null | 1 | false | @notxavierj π | null | 2024-06-18T23:18:24Z | 2024-06-18T23:18:24 | null | 1530033576 | milesdeutscher | null | 27,226 |
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1803071315257254211 | null | Over the coming weeks, I'm going to be a sharing guide with the top altcoins with low/no dilution.<br><br>Follow me <a href="https://twitter.com/milesdeutscher">@milesdeutscher</a> so you don't miss it.<br><br>Also, Like/Repost the quote below to share this important issue with more people (awareness = change). π | null | 1803072271709249986 | null | 1803072248854589587 | false | true | true | false | false | 524 | [
{
"ID": "1530033576",
"Name": "Miles Deutscher",
"Username": "milesdeutscher"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072271709249986 | null | null | null | 1803071315257254211 | 75 | null | 50 | false | Over the coming weeks, I'm going to be a sharing guide with the top altcoins with low/no dilution.
Follow me @milesdeutscher so you don't miss it.
Also, Like/Repost the quote below to share this important issue with more people (awareness = change). π | null | 2024-06-18T14:28:23Z | 2024-06-18T14:28:23 | null | 1530033576 | milesdeutscher | null | 50,825 |
|
1803071315257254211 | null | Hopefully I was able to make some sense of what's been occurring lately, for those that have been confused about recent price action.<br><br>Dispersion isn't the only problem, but it certainly is a major one - and something that needs to be discussed. | null | 1803072248854589587 | null | 1803072226323013879 | false | false | true | false | false | 189 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072248854589587 | null | null | null | 10 | null | 5 | false | Hopefully I was able to make some sense of what's been occurring lately, for those that have been confused about recent price action.
Dispersion isn't the only problem, but it certainly is a major one - and something that needs to be discussed. | null | 2024-06-18T14:28:18Z | 2024-06-18T14:28:18 | null | 1530033576 | milesdeutscher | null | 37,741 |
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1803071315257254211 | null | The market needs to give retail a reason to come back. This, at least, fixes one half of the problem.<br><br>Whether it be a a $BTC pump, $ETH ETF, macro shift, or killer apps that people actually want to use.<br><br>There are lots of potential catalysts out there. | null | 1803072226323013879 | null | 1803072203719942394 | false | false | true | false | false | 234 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072226323013879 | null | null | null | 22 | null | 10 | false | The market needs to give retail a reason to come back. This, at least, fixes one half of the problem.
Whether it be a a $BTC pump, $ETH ETF, macro shift, or killer apps that people actually want to use.
There are lots of potential catalysts out there. | null | 2024-06-18T14:28:12Z | 2024-06-18T14:28:12 | null | 1530033576 | milesdeutscher | null | 42,159 |
||
1803071315257254211 | null | Also, on the exchange side, I'd also like to see exchanges be more pragmatic.<br><br>One way to offset the insane amount of new listings/dilution, is to be equally ruthless with delistings.<br><br>Let's flush out the 10,000 dead projects that are still soaking up valuable liquidity. | null | 1803072203719942394 | null | 1803072181301371298 | false | false | true | false | false | 341 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072203719942394 | null | null | null | 9 | null | 19 | false | Also, on the exchange side, I'd also like to see exchanges be more pragmatic.
One way to offset the insane amount of new listings/dilution, is to be equally ruthless with delistings.
Let's flush out the 10,000 dead projects that are still soaking up valuable liquidity. | null | 2024-06-18T14:28:07Z | 2024-06-18T14:28:07 | null | 1530033576 | milesdeutscher | null | 31,785 |
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1803071315257254211 | null | At the end of the day, a more retail-friendly market bodes well for everyone.<br><br>The projects, the VCs, and the exchanges.<br><br>More users is good for everyone.<br><br>Most of the current issues are a symptom of short-sightedness (and the nascency of the industry). | null | 1803072181301371298 | null | 1803072158958264443 | false | false | true | false | false | 149 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072181301371298 | null | null | null | 8 | null | 6 | false | At the end of the day, a more retail-friendly market bodes well for everyone.
The projects, the VCs, and the exchanges.
More users is good for everyone.
Most of the current issues are a symptom of short-sightedness (and the nascency of the industry). | null | 2024-06-18T14:28:02Z | 2024-06-18T14:28:02 | null | 1530033576 | milesdeutscher | null | 31,211 |
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1803071315257254211 | null | Even if the insiders don't enforce change, the market eventually will.<br><br>The market will always self correct and adjust, with the diminishing efficacy of the current meta + public response likely to sway things in the future. | null | 1803072158958264443 | null | 1803072136334176537 | false | false | true | false | false | 132 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072158958264443 | null | null | null | 7 | null | 6 | false | Even if the insiders don't enforce change, the market eventually will.
The market will always self correct and adjust, with the diminishing efficacy of the current meta + public response likely to sway things in the future. | null | 2024-06-18T14:27:56Z | 2024-06-18T14:27:56 | null | 1530033576 | milesdeutscher | null | 28,052 |
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1803071315257254211 | null | β’ Exchanges could enforce better token distribution<br>β’ Teams could prioritise community allocation & bigger pools for genuine users<br>β’ Higher % could be unlocked on launch (potentially implementing measures like laddered sell taxes etc. to disincentive dumping). | null | 1803072136334176537 | null | 1803072114007974057 | false | false | true | false | false | 189 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072136334176537 | null | null | null | 10 | null | 6 | false | β’ Exchanges could enforce better token distribution
β’ Teams could prioritise community allocation & bigger pools for genuine users
β’ Higher % could be unlocked on launch (potentially implementing measures like laddered sell taxes etc. to disincentive dumping). | null | 2024-06-18T14:27:51Z | 2024-06-18T14:27:51 | null | 1530033576 | milesdeutscher | null | 26,634 |
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1803071315257254211 | null | I don't have all the answers to this problem.<br><br>It's a complex issue and there are many players who could make a difference.<br><br>Here are a few ideas, however. | null | 1803072114007974057 | null | 1803072086715617755 | false | false | true | false | false | 123 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072114007974057 | null | null | null | 8 | null | 6 | false | I don't have all the answers to this problem.
It's a complex issue and there are many players who could make a difference.
Here are a few ideas, however. | null | 2024-06-18T14:27:46Z | 2024-06-18T14:27:46 | null | 1530033576 | milesdeutscher | null | 23,897 |
||
1803071315257254211 | null | This cycle, tokens launch at $5b, $10b, $20b+ and leave no room for price discovery in the open market.<br><br>And then they bleed, bleed, and bleed as their unlocks start to hit the market. | null | 1803072086715617755 | null | 1803072063847989740 | false | false | true | false | false | 205 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072086715617755 | null | null | null | 1 | null | 7 | false | This cycle, tokens launch at $5b, $10b, $20b+ and leave no room for price discovery in the open market.
And then they bleed, bleed, and bleed as their unlocks start to hit the market. | null | 2024-06-18T14:27:39Z | 2024-06-18T14:27:39 | null | 1530033576 | milesdeutscher | null | 24,104 |
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1803071315257254211 | null | With price discovery for many of these high FDV coins happening in private markets, retail doesn't have a shot at a 10x, 20x or 50x like the VCs.<br><br>In 2021, you could ape a launchpad token and genuinely hit a 100x. | null | 1803072063847989740 | null | 1803072040376709156 | false | false | true | false | false | 443 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072063847989740 | null | null | null | 30 | null | 13 | false | With price discovery for many of these high FDV coins happening in private markets, retail doesn't have a shot at a 10x, 20x or 50x like the VCs.
In 2021, you could ape a launchpad token and genuinely hit a 100x. | null | 2024-06-18T14:27:34Z | 2024-06-18T14:27:34 | null | 1530033576 | milesdeutscher | null | 75,754 |
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1803071315257254211 | null | This skew becomes an issue because retail feel like they can't win.<br><br>And if they feel like they can't win, they won't play the game.<br><br>Why do you think memes have dominated this year?<br><br>It's the only meta where retail feels like they have a fighting chance. | null | 1803072040376709156 | null | 1803072017782206816 | false | false | true | false | false | 406 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072040376709156 | null | null | null | 12 | null | 26 | false | This skew becomes an issue because retail feel like they can't win.
And if they feel like they can't win, they won't play the game.
Why do you think memes have dominated this year?
It's the only meta where retail feels like they have a fighting chance. | null | 2024-06-18T14:27:28Z | 2024-06-18T14:27:28 | null | 1530033576 | milesdeutscher | null | 73,401 |
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1803071315257254211 | null | Firstly, I must emphasise the need for more liquid funds in crypto.<br><br>There are comparatively too many VCs.<br><br>The skew towards private market is one of the biggest (and most damaging) issues in crypto, especially compared to other markets like equites and real estate. | null | 1803072017782206816 | null | 1803071995472757229 | false | false | true | false | false | 277 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803072017782206816 | null | null | null | 10 | null | 14 | false | Firstly, I must emphasise the need for more liquid funds in crypto.
There are comparatively too many VCs.
The skew towards private market is one of the biggest (and most damaging) issues in crypto, especially compared to other markets like equites and real estate. | null | 2024-06-18T14:27:23Z | 2024-06-18T14:27:23 | null | 1530033576 | milesdeutscher | null | 76,852 |
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1803071315257254211 | null | Now you know what the issue is, let's discuss the question at hand.<br><br>How could things turn around? | null | 1803071995472757229 | null | 1803071968234946637 | false | false | true | false | false | 206 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071995472757229 | null | null | null | 7 | null | 3 | false | Now you know what the issue is, let's discuss the question at hand.
How could things turn around? | null | 2024-06-18T14:27:17Z | 2024-06-18T14:27:17 | null | 1530033576 | milesdeutscher | null | 78,002 |
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1803071315257254211 | null | I wrote a thread last week on the impact of these unlocks (with data).<br><br>If you're interested, check it out below. | null | 1803071968234946637 | null | 1803071945707257891 | false | true | true | false | false | 299 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071968234946637 | null | null | null | 1800190144374554728 | 6 | null | 9 | false | I wrote a thread last week on the impact of these unlocks (with data).
If you're interested, check it out below. | null | 2024-06-18T14:27:11Z | 2024-06-18T14:27:11 | null | 1530033576 | milesdeutscher | null | 123,905 |
|
1803071315257254211 | null | However, it's not. So we find ourselves in the situation of:<br><br>A) Not enough new liquidity entering the market, and<br>B) An insane amount of dilution/sell pressure from unlocks | null | 1803071945707257891 | null | 1803071922952876533 | false | false | true | false | false | 329 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071945707257891 | null | null | null | 5 | null | 13 | false | However, it's not. So we find ourselves in the situation of:
A) Not enough new liquidity entering the market, and
B) An insane amount of dilution/sell pressure from unlocks | null | 2024-06-18T14:27:05Z | 2024-06-18T14:27:05 | null | 1530033576 | milesdeutscher | null | 73,170 |
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1803071315257254211 | null | All of these new launches and supply would be fine and dandy if new liquidity was entering the market.<br><br>In 2021, there were hundreds of new launches per day - and everything was up only. | null | 1803071922952876533 | null | 1803071899838353912 | false | false | true | false | false | 225 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071922952876533 | null | null | null | 1 | null | 2 | false | All of these new launches and supply would be fine and dandy if new liquidity was entering the market.
In 2021, there were hundreds of new launches per day - and everything was up only. | null | 2024-06-18T14:27:00Z | 2024-06-18T14:27:00 | null | 1530033576 | milesdeutscher | null | 75,157 |
||
1803071315257254211 | null | And it's not only the volume of tokens launching that is a problem.<br><br>The low FDV/high float mechanics of many of these new launches is a big issue.<br><br>It leads to a) a high degree of dispersion, and b) constant supply pressure. | null | 1803071899838353912 | null | 1803071877075571002 | false | false | true | false | false | 256 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071899838353912 | null | null | null | 7 | null | 5 | false | And it's not only the volume of tokens launching that is a problem.
The low FDV/high float mechanics of many of these new launches is a big issue.
It leads to a) a high degree of dispersion, and b) constant supply pressure. | null | 2024-06-18T14:26:55Z | 2024-06-18T14:26:55 | null | 1530033576 | milesdeutscher | null | 77,369 |
||
1803071315257254211 | null | It's the exact same in crypto.<br><br>If you print more tokens, this, in turn, reduces crypto's purchasing power relative to other currencies (like USD).<br><br>Altcoin dispersion is basically crypto's version of inflation. | null | 1803071877075571002 | null | 1803071853893664870 | false | false | true | false | false | 525 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071877075571002 | null | null | null | 12 | null | 38 | false | It's the exact same in crypto.
If you print more tokens, this, in turn, reduces crypto's purchasing power relative to other currencies (like USD).
Altcoin dispersion is basically crypto's version of inflation. | null | 2024-06-18T14:26:49Z | 2024-06-18T14:26:49 | null | 1530033576 | milesdeutscher | null | 90,672 |
||
1803071315257254211 | null | Think of token dilution as inflation.<br><br>If the government prints USD, this, in turn, reduces USD's purchasing power relative to the cost of goods and services. | null | 1803071853893664870 | null | 1803071831152463888 | false | false | true | false | false | 331 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1803071853893664870 | null | null | null | 12 | null | 13 | false | Think of token dilution as inflation.
If the government prints USD, this, in turn, reduces USD's purchasing power relative to the cost of goods and services. | null | 2024-06-18T14:26:44Z | 2024-06-18T14:26:44 | null | 1530033576 | milesdeutscher | null | 84,701 |
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1800987855386185892 | null | <a href="https://twitter.com/crypto_couple21">@crypto_couple21</a> <a href="https://twitter.com/ZssBecker">@ZssBecker</a> True - I'm not taking this defensively at all. <br><br>I just don't want people to feel dissuaded to start a personal brand when it's something that I've found so valuable in terms of personal growth. | null | 1801079249060901312 | null | 1801078439396732935 | false | false | true | false | false | 20 | [
{
"ID": "1464581706451718147",
"Name": "Janine $BUBBLE π«§π«§π«§ $UNIO $ARCA",
"Username": "crypto_couple21"
},
{
"ID": "1243470638477697024",
"Name": "Alex Becker πππ₯",
"Username": "ZssBecker"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1801079249060901312 | null | null | null | 4 | null | 0 | false | @crypto_couple21 @ZssBecker True - I'm not taking this defensively at all.
I just don't want people to feel dissuaded to start a personal brand when it's something that I've found so valuable in terms of personal growth. | null | 2024-06-13T02:28:50Z | 2024-06-13T02:28:50 | null | 1530033576 | milesdeutscher | null | 2,887 |
||
1800987855386185892 | null | <a href="https://twitter.com/ZssBecker">@ZssBecker</a> I disagree with this.<br><br>Although having a broad skill set is important, you do learn A LOT by being hands on with content (for me it's been invaluable - and would of been a lot harder WITHOUT starting a personal brand).<br><br>For example: How social media works, the attention economy, | null | 1801076194470993933 | null | 1800987855386185892 | false | false | true | false | false | 117 | [
{
"ID": "1243470638477697024",
"Name": "Alex Becker πππ₯",
"Username": "ZssBecker"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1801076194470993933 | null | null | null | 19 | null | 1 | false | @ZssBecker I disagree with this.
Although having a broad skill set is important, you do learn A LOT by being hands on with content (for me it's been invaluable - and would of been a lot harder WITHOUT starting a personal brand).
For example: How social media works, the attention economy, | null | 2024-06-13T02:16:41Z | 2024-06-13T02:16:41 | null | 1530033576 | milesdeutscher | null | 43,499 |
||
1800888040451461310 | null | <a href="https://twitter.com/kyledoops">@kyledoops</a> Happy birthday brother! Proud to see you grow and what you've achieved!<br><br>Catch you in Dubai. π | null | 1801048590795571545 | null | 1800888040451461310 | false | false | true | false | false | 29 | [
{
"ID": "306123387",
"Name": "Kyledoops",
"Username": "kyledoops"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1801048590795571545 | null | null | null | 4 | null | 0 | false | @kyledoops Happy birthday brother! Proud to see you grow and what you've achieved!
Catch you in Dubai. π | null | 2024-06-13T00:27:00Z | 2024-06-13T00:27:00 | null | 1530033576 | milesdeutscher | null | 8,304 |
||
1801046785890103441 | null | Anyone else like to scroll π first thing in the morning to gauge sentiment BEFORE checking prices, instead of checking prices directly? π<br><br>It's like a fun game which builds suspense. | null | 1801046785890103441 | null | false | false | false | false | false | 872 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1801046785890103441 | null | null | null | 107 | null | 34 | false | Anyone else like to scroll π first thing in the morning to gauge sentiment BEFORE checking prices, instead of checking prices directly? π
It's like a fun game which builds suspense. | null | 2024-06-13T00:19:50Z | 2024-06-13T00:19:50 | null | 1530033576 | milesdeutscher | null | 67,166 |
|||
1800833292247384495 | null | As I mentioned in my latest thread, for a variety of reasons (cycle acceleration, macro factors etc.) I think we peak earlier than this. <br><br>And admittedly, only looking at 2 data points is too simplistic.<br><br>BUT - the point still stands that we are probabilistically still early in | null | 1800833296232071644 | null | 1800833292247384495 | false | false | true | false | false | 169 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800833296232071644 | null | null | null | 20 | null | 13 | false | As I mentioned in my latest thread, for a variety of reasons (cycle acceleration, macro factors etc.) I think we peak earlier than this.
And admittedly, only looking at 2 data points is too simplistic.
BUT - the point still stands that we are probabilistically still early in | null | 2024-06-12T10:11:30Z | 2024-06-12T10:11:30 | null | 1530033576 | milesdeutscher | null | 31,568 |
||
1800833292247384495 | null | In both prior cycles, altcoins have peaked exactly 546 days post-halving. <br><br>If this cycle follows the same pattern, this would suggest an altcoin peak in October 2025. <br><a href="https://t.co/ZzQORgshUP"><img src="https://pbs.twimg.com/media/GP3YVPcacAAIN46.jpg"/></a> | null | 1800833292247384495 | null | false | false | false | false | false | 2,055 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800833292247384495 | [
{
"ID": "1800833285452623872",
"URL": "https://pbs.twimg.com/media/GP3YVPcacAAIN46.jpg"
}
] | null | null | 121 | null | 332 | false | In both prior cycles, altcoins have peaked exactly 546 days post-halving.
If this cycle follows the same pattern, this would suggest an altcoin peak in October 2025. https://t.co/ZzQORgshUP | null | 2024-06-12T10:11:29Z | 2024-06-12T10:11:29 | null | 1530033576 | milesdeutscher | null | 367,610 |
|||
1800748624902799417 | null | This image sums up the current state of the market perfectly.<br><br>β’ $BTC is 9% away from highs.<br>β’ Altcoins are 80% away from highs<br><br>From the lows: <br><br>β’ BTC ran 373%<br>β’ Alts ran 176%<br><br>If you're wondering why sentiment is so poor (relative to the price of BTC), here's your answer. <br><a href="https://t.co/nYCu3oSklf"><img src="https://pbs.twimg.com/media/GP2LU38aQAAh0Bz.jpg"/></a> | null | 1800748624902799417 | null | false | false | false | false | false | 1,228 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800748624902799417 | [
{
"ID": "1800748616749039616",
"URL": "https://pbs.twimg.com/media/GP2LU38aQAAh0Bz.jpg"
}
] | null | null | 134 | null | 207 | false | This image sums up the current state of the market perfectly.
β’ $BTC is 9% away from highs.
β’ Altcoins are 80% away from highs
From the lows:
β’ BTC ran 373%
β’ Alts ran 176%
If you're wondering why sentiment is so poor (relative to the price of BTC), here's your answer. https://t.co/nYCu3oSklf | null | 2024-06-12T04:35:03Z | 2024-06-12T04:35:03 | null | 1530033576 | milesdeutscher | null | 137,783 |
|||
1800389656472924330 | null | <a href="https://twitter.com/thedefiedge">@thedefiedge</a> Good analogy. | null | 1800398488846635282 | null | 1800389656472924330 | false | false | true | false | false | 19 | [
{
"ID": "1480297433020215297",
"Name": "Edgy - The DeFi Edge π‘οΈ",
"Username": "thedefiedge"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800398488846635282 | null | null | null | 4 | null | 0 | false | @thedefiedge Good analogy. | null | 2024-06-11T05:23:44Z | 2024-06-11T05:23:44 | null | 1530033576 | milesdeutscher | null | 8,872 |
||
1800320200794874029 | null | <a href="https://twitter.com/Evan_ss6">@Evan_ss6</a> Unfortunately it's easier for a infra play to command an insane valuation in private markets. <br><br>Then that valuation gets translated on launch in the form of an insanely high FDV.<br><br>Good apps aren't granted the same luxury. <br><br>Demand needs to slow on the funding side, with more | null | 1800334410749026473 | null | 1800320200794874029 | false | false | true | false | false | 10 | [
{
"ID": "279828819",
"Name": "Evanss6",
"Username": "Evan_ss6"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800334410749026473 | null | null | null | 2 | null | 0 | false | @Evan_ss6 Unfortunately it's easier for a infra play to command an insane valuation in private markets.
Then that valuation gets translated on launch in the form of an insanely high FDV.
Good apps aren't granted the same luxury.
Demand needs to slow on the funding side, with more | null | 2024-06-11T01:09:06Z | 2024-06-11T01:09:06 | null | 1530033576 | milesdeutscher | null | 5,683 |
||
1800190144374554728 | null | <a href="https://twitter.com/ghost93_x">@ghost93_x</a> Human greed should not be underestimated ser. | null | 1800332258852962370 | null | 1800194015176106268 | false | false | true | false | false | 272 | [
{
"ID": "1485029520029765633",
"Name": "ππ₯π¬π°π± | BIP-420 π±",
"Username": "ghost93_x"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800332258852962370 | null | null | null | 10 | null | 2 | false | @ghost93_x Human greed should not be underestimated ser. | null | 2024-06-11T01:00:33Z | 2024-06-11T01:00:33 | null | 1530033576 | milesdeutscher | null | 16,861 |
||
1800190144374554728 | null | <a href="https://twitter.com/MarketMobsterUK">@MarketMobsterUK</a> Appreciate it! | null | 1800332149310324841 | null | 1800286964379210026 | false | false | true | false | false | 22 | [
{
"ID": "93608509",
"Name": "Market Mobster",
"Username": "MarketMobsterUK"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800332149310324841 | null | null | null | 4 | null | 0 | false | @MarketMobsterUK Appreciate it! | null | 2024-06-11T01:00:07Z | 2024-06-11T01:00:07 | null | 1530033576 | milesdeutscher | null | 14,618 |
||
1800190144374554728 | null | I hope you've found this thread helpful.<br><br>Follow me <a href="https://twitter.com/milesdeutscher">@milesdeutscher</a> for more content like this.<br><br>Also, Like/Repost the quote below if you can. π | null | 1800190744080335191 | null | 1800190721489858691 | false | true | true | false | false | 788 | [
{
"ID": "1530033576",
"Name": "Miles Deutscher",
"Username": "milesdeutscher"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190744080335191 | null | null | null | 1800190144374554728 | 36 | null | 68 | false | I hope you've found this thread helpful.
Follow me @milesdeutscher for more content like this.
Also, Like/Repost the quote below if you can. π | null | 2024-06-10T15:38:13Z | 2024-06-10T15:38:13 | null | 1530033576 | milesdeutscher | null | 113,283 |
|
1800190144374554728 | null | This is the stage of the cycle where you need to be patient and maintain conviction.<br><br>Just don't get shaken out before the main event. | null | 1800190721489858691 | null | 1800190698622451981 | false | false | true | false | false | 604 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190721489858691 | null | null | null | 20 | null | 50 | false | This is the stage of the cycle where you need to be patient and maintain conviction.
Just don't get shaken out before the main event. | null | 2024-06-10T15:38:08Z | 2024-06-10T15:38:08 | null | 1530033576 | milesdeutscher | null | 82,545 |
||
1800190144374554728 | null | If you've been struggling so far this cycle, I don't blame you.<br><br>Despite what the CT PnL flexers would like you to believe, making money this year hasn't been easy for the average person.<br><br>I expand on these thoughts below. | null | 1800190698622451981 | null | 1800190675931320540 | false | true | true | false | false | 275 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190698622451981 | null | null | null | 1797881398663225839 | 9 | null | 12 | false | If you've been struggling so far this cycle, I don't blame you.
Despite what the CT PnL flexers would like you to believe, making money this year hasn't been easy for the average person.
I expand on these thoughts below. | null | 2024-06-10T15:38:03Z | 2024-06-10T15:38:03 | null | 1530033576 | milesdeutscher | null | 99,206 |
|
1800190144374554728 | null | Over the coming weeks, I'm planning on releasing some full deep dives covering my favourite narratives/sectors for this cycle.<br><br>Including my top altcoin picks etc.<br><br>So make sure to follow me <a href="https://twitter.com/milesdeutscher">@milesdeutscher</a> so you don't miss out. | null | 1800190675931320540 | null | 1800190653344977129 | false | false | true | false | false | 402 | [
{
"ID": "1530033576",
"Name": "Miles Deutscher",
"Username": "milesdeutscher"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190675931320540 | null | null | null | 16 | null | 6 | false | Over the coming weeks, I'm planning on releasing some full deep dives covering my favourite narratives/sectors for this cycle.
Including my top altcoin picks etc.
So make sure to follow me @milesdeutscher so you don't miss out. | null | 2024-06-10T15:37:57Z | 2024-06-10T15:37:57 | null | 1530033576 | milesdeutscher | null | 65,347 |
||
1800190144374554728 | null | But does this mean ALL altcoins will pump?<br><br>Probably not.<br><br>As highlighted before, dilution is a major factor - more than ever before, and thus, asset selection is crucial.<br><br>You must be in the RIGHT narratives if you want a shot at outperforming this cycle. | null | 1800190653344977129 | null | 1800190630708363480 | false | false | true | false | false | 353 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190653344977129 | null | null | null | 6 | null | 11 | false | But does this mean ALL altcoins will pump?
Probably not.
As highlighted before, dilution is a major factor - more than ever before, and thus, asset selection is crucial.
You must be in the RIGHT narratives if you want a shot at outperforming this cycle. | null | 2024-06-10T15:37:52Z | 2024-06-10T15:37:52 | null | 1530033576 | milesdeutscher | null | 67,325 |
||
1800190144374554728 | null | During the 1st half of the cycle it's natural for Bitcoin to take the lead.<br><br>In fact, this is HEALTHY for market structure.<br><br>Altcoins usually don't start outperforming until the latter stages of the run. | null | 1800190630708363480 | null | 1800190608050704705 | false | false | true | false | false | 330 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190630708363480 | null | null | null | 3 | null | 8 | false | During the 1st half of the cycle it's natural for Bitcoin to take the lead.
In fact, this is HEALTHY for market structure.
Altcoins usually don't start outperforming until the latter stages of the run. | null | 2024-06-10T15:37:46Z | 2024-06-10T15:37:46 | null | 1530033576 | milesdeutscher | null | 68,081 |
||
1800190144374554728 | null | For a variety of reasons (cycle acceleration, macro factors etc.) I think we peak earlier than this, and I also acknowledge that looking at 2 data points is too simplistic.<br><br>BUT - the point still stands that we are probabilistically still early in the cycle from an altcoin POV. | null | 1800190608050704705 | null | 1800190584390623418 | false | false | true | false | false | 372 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190608050704705 | null | null | null | 7 | null | 9 | false | For a variety of reasons (cycle acceleration, macro factors etc.) I think we peak earlier than this, and I also acknowledge that looking at 2 data points is too simplistic.
BUT - the point still stands that we are probabilistically still early in the cycle from an altcoin POV. | null | 2024-06-10T15:37:41Z | 2024-06-10T15:37:41 | null | 1530033576 | milesdeutscher | null | 71,054 |
||
1800190144374554728 | null | In both prior cycles, altcoins have peaked exactly 546 days post-halving.<br><br>If this cycle follows the same trend, this would suggest an altcoin peak in October 2025. <br><a href="https://t.co/lp53KNpZHS"><img src="https://pbs.twimg.com/media/GPuPy4FbIAAOBI7.jpg"/></a> | null | 1800190584390623418 | null | 1800190555286307058 | false | false | true | false | false | 594 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190584390623418 | [
{
"ID": "1800190580276011008",
"URL": "https://pbs.twimg.com/media/GPuPy4FbIAAOBI7.jpg"
}
] | null | null | 10 | null | 73 | false | In both prior cycles, altcoins have peaked exactly 546 days post-halving.
If this cycle follows the same trend, this would suggest an altcoin peak in October 2025. https://t.co/lp53KNpZHS | null | 2024-06-10T15:37:35Z | 2024-06-10T15:37:35 | null | 1530033576 | milesdeutscher | null | 80,763 |
||
1800190144374554728 | null | But let's just look at the facts. | null | 1800190555286307058 | null | 1800190532406374503 | false | false | true | false | false | 144 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190555286307058 | null | null | null | 4 | null | 1 | false | But let's just look at the facts. | null | 2024-06-10T15:37:28Z | 2024-06-10T15:37:28 | null | 1530033576 | milesdeutscher | null | 71,233 |
||
1800190144374554728 | null | Recently, there has been some disagreement as to where we sit from an altcoin perspective.<br><br>This is largely down to the fact that returns have been so unevenly distributed this cycle.<br><br>Cred explains this phenomenon more eloquently than I can. | null | 1800190532406374503 | null | 1800190509455134811 | false | true | true | false | false | 289 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190532406374503 | null | null | null | 1790479429015064738 | 6 | null | 6 | false | Recently, there has been some disagreement as to where we sit from an altcoin perspective.
This is largely down to the fact that returns have been so unevenly distributed this cycle.
Cred explains this phenomenon more eloquently than I can. | null | 2024-06-10T15:37:23Z | 2024-06-10T15:37:23 | null | 1530033576 | milesdeutscher | null | 118,650 |
|
1800190144374554728 | null | But now for the question you're all probably wondering - WILL things turn around?<br><br>And if so, WHEN can we expect the tide to turn? | null | 1800190509455134811 | null | 1800190486780731705 | false | false | true | false | false | 253 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190509455134811 | null | null | null | 2 | null | 1 | false | But now for the question you're all probably wondering - WILL things turn around?
And if so, WHEN can we expect the tide to turn? | null | 2024-06-10T15:37:18Z | 2024-06-10T15:37:18 | null | 1530033576 | milesdeutscher | null | 75,508 |
||
1800190144374554728 | null | So, to summarise:<br><br>β’Β This has been a Bitcoin-narrative led cycle<br>β’Β Only a very select few narratives have performed<br>β’Β New tokens are launching at a rapid pace<br>β’Β Dilution is the highest its ever been<br><br>It's not surprising that altcoins aren't performing. | null | 1800190486780731705 | null | 1800190463485542557 | false | false | true | false | false | 461 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190486780731705 | null | null | null | 4 | null | 21 | false | So, to summarise:
β’Β This has been a Bitcoin-narrative led cycle
β’Β Only a very select few narratives have performed
β’Β New tokens are launching at a rapid pace
β’Β Dilution is the highest its ever been
It's not surprising that altcoins aren't performing. | null | 2024-06-10T15:37:12Z | 2024-06-10T15:37:12 | null | 1530033576 | milesdeutscher | null | 78,821 |
||
1800190144374554728 | null | 4. Token unlocks are flooding the market.<br><br>Right now, there is ~$200m of unlocks per day (the data below is majors only).<br><br>This is new sell pressure that is constantly suppressing the market.<br><br>And the more tokens that continuously launch, the more unlocks flood the market. <br><a href="https://t.co/JUWKRgjSR1"><img src="https://pbs.twimg.com/media/GPuPr36bgAAOX03.jpg"/></a> | null | 1800190463485542557 | null | 1800190434662383891 | false | false | true | false | false | 374 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190463485542557 | [
{
"ID": "1800190459970813952",
"URL": "https://pbs.twimg.com/media/GPuPr36bgAAOX03.jpg"
}
] | null | null | 7 | null | 13 | false | 4. Token unlocks are flooding the market.
Right now, there is ~$200m of unlocks per day (the data below is majors only).
This is new sell pressure that is constantly suppressing the market.
And the more tokens that continuously launch, the more unlocks flood the market. https://t.co/JUWKRgjSR1 | null | 2024-06-10T15:37:07Z | 2024-06-10T15:37:07 | null | 1530033576 | milesdeutscher | null | 81,980 |
||
1800190144374554728 | null | 3. Dilution is the highest it's ever been.<br><br>There were nearly 1 million new crypto tokens created in May.<br><br>That's 2x the total EVER created on Ethereum between 2015-2023.<br><br>Crazy.<br><br>(and this graph excludes Solana - the data over there is mind blowing). <br><a href="https://t.co/CuPM9aYVzw"><img src="https://pbs.twimg.com/media/GPuPqPabMAALJUD.jpg"/></a> | null | 1800190434662383891 | null | 1800190406967349621 | false | false | true | false | false | 410 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190434662383891 | [
{
"ID": "1800190431919288320",
"URL": "https://pbs.twimg.com/media/GPuPqPabMAALJUD.jpg"
}
] | null | null | 6 | null | 29 | false | 3. Dilution is the highest it's ever been.
There were nearly 1 million new crypto tokens created in May.
That's 2x the total EVER created on Ethereum between 2015-2023.
Crazy.
(and this graph excludes Solana - the data over there is mind blowing). https://t.co/CuPM9aYVzw | null | 2024-06-10T15:37:00Z | 2024-06-10T15:37:00 | null | 1530033576 | milesdeutscher | null | 148,679 |
||
1800190144374554728 | null | 2. Specific narratives have significantly outperformed (with majors lagging).<br><br>Memes, AI & RWA have been the clear leaders so far this cycle.<br><br>If you haven't been well-capitalised in these sectors, you've likely felt FOMO and the strong temptation to rebalance. <br><a href="https://t.co/2K4FyYSwus"><img src="https://pbs.twimg.com/media/GPuPojgasAArsU7.jpg"/></a> | null | 1800190406967349621 | null | 1800190378165121341 | false | false | true | false | false | 334 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190406967349621 | [
{
"ID": "1800190402953392128",
"URL": "https://pbs.twimg.com/media/GPuPojgasAArsU7.jpg"
}
] | null | null | 5 | null | 9 | false | 2. Specific narratives have significantly outperformed (with majors lagging).
Memes, AI & RWA have been the clear leaders so far this cycle.
If you haven't been well-capitalised in these sectors, you've likely felt FOMO and the strong temptation to rebalance. https://t.co/2K4FyYSwus | null | 2024-06-10T15:36:53Z | 2024-06-10T15:36:53 | null | 1530033576 | milesdeutscher | null | 92,502 |
||
1800190144374554728 | null | 1. This has been a Bitcoin-narrative led cycle.<br><br>The narrative that propelled BTC to ATHs was the spot ETF narrative, and the strong corresponding inflows.<br><br>Although BTC and altcoins are interlinked, there hasn't been a strong broader market catalyst yet, like BTC has had. | null | 1800190378165121341 | null | 1800190355553583443 | false | false | true | false | false | 345 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190378165121341 | null | null | null | 8 | null | 4 | false | 1. This has been a Bitcoin-narrative led cycle.
The narrative that propelled BTC to ATHs was the spot ETF narrative, and the strong corresponding inflows.
Although BTC and altcoins are interlinked, there hasn't been a strong broader market catalyst yet, like BTC has had. | null | 2024-06-10T15:36:46Z | 2024-06-10T15:36:46 | null | 1530033576 | milesdeutscher | null | 92,090 |
||
1800190144374554728 | null | So, this is all interesting data - and it's clear that alts have severely underperformed vs $BTC, but before we can look ahead - it's important to understand WHY. | null | 1800190355553583443 | null | 1800190332547879166 | false | false | true | false | false | 256 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190355553583443 | null | null | null | 3 | null | 1 | false | So, this is all interesting data - and it's clear that alts have severely underperformed vs $BTC, but before we can look ahead - it's important to understand WHY. | null | 2024-06-10T15:36:41Z | 2024-06-10T15:36:41 | null | 1530033576 | milesdeutscher | null | 90,873 |
||
1800190144374554728 | null | 5. Since BTC began its strong leg up from $27k in October, alts haven't had a sustained rally.<br><br>The summary below describes the altcoin market phases over the last 3 quarters. | null | 1800190332547879166 | null | 1800190308908761556 | false | true | true | false | false | 251 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190332547879166 | null | null | null | 1800059685300801737 | 6 | null | 4 | false | 5. Since BTC began its strong leg up from $27k in October, alts haven't had a sustained rally.
The summary below describes the altcoin market phases over the last 3 quarters. | null | 2024-06-10T15:36:35Z | 2024-06-10T15:36:35 | null | 1530033576 | milesdeutscher | null | 159,747 |
|
1800190144374554728 | null | 4. Altcoins (TOTAL3) are still 70% away from their previous highs compared to BTC - which is near its ATH.<br><br>These charts make the discrepancy in price performance crystal clear. <br><a href="https://t.co/fb7P1JD0A3"><img src="https://pbs.twimg.com/media/GPuPih9a0AAgcVY.jpg"/></a><br><img src="https://pbs.twimg.com/media/GPuPi3LbkAAk0qV.jpg"/> | null | 1800190308908761556 | null | 1800190273517211699 | false | false | true | false | false | 424 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190308908761556 | [
{
"ID": "1800190299458949120",
"URL": "https://pbs.twimg.com/media/GPuPih9a0AAgcVY.jpg"
},
{
"ID": "1800190305154863104",
"URL": "https://pbs.twimg.com/media/GPuPi3LbkAAk0qV.jpg"
}
] | null | null | 10 | null | 17 | false | 4. Altcoins (TOTAL3) are still 70% away from their previous highs compared to BTC - which is near its ATH.
These charts make the discrepancy in price performance crystal clear. https://t.co/fb7P1JD0A3 | null | 2024-06-10T15:36:30Z | 2024-06-10T15:36:30 | null | 1530033576 | milesdeutscher | null | 105,902 |
||
1800190144374554728 | null | 3. Crypto YouTube views are disproportionately lagging the <a href="https://twitter.com/hashtag/Bitcoin">#Bitcoin</a> price.<br><br>$BTC at $70k in 2021: 4m views/day<br>$BTC at $70k in 2024: 800k views/day<br><br>This demonstrates that retail simply isn't interested yet (likely a reflection of altcoin underperformance). <br><a href="https://t.co/NjKuqInPXv"><img src="https://pbs.twimg.com/media/GPuPg0xa0AQ6hBN.jpg"/></a> | [
"Bitcoin"
] | 1800190273517211699 | null | 1800190245130080611 | false | false | true | false | false | 754 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190273517211699 | [
{
"ID": "1800190270149152772",
"URL": "https://pbs.twimg.com/media/GPuPg0xa0AQ6hBN.jpg"
}
] | null | null | 39 | null | 37 | false | 3. Crypto YouTube views are disproportionately lagging the #Bitcoin price.
$BTC at $70k in 2021: 4m views/day
$BTC at $70k in 2024: 800k views/day
This demonstrates that retail simply isn't interested yet (likely a reflection of altcoin underperformance). https://t.co/NjKuqInPXv | null | 2024-06-10T15:36:21Z | 2024-06-10T15:36:21 | null | 1530033576 | milesdeutscher | null | 119,907 |
||
1800190144374554728 | null | 2. Only 8 coins have broken their previous ATH vs $BTC (since the fall of FTX). | null | 1800190245130080611 | null | 1800190221201613171 | false | true | true | false | false | 462 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190245130080611 | null | null | null | 1796432681623802225 | 16 | null | 22 | false | 2. Only 8 coins have broken their previous ATH vs $BTC (since the fall of FTX). | null | 2024-06-10T15:36:15Z | 2024-06-10T15:36:15 | null | 1530033576 | milesdeutscher | null | 205,407 |
|
1800190144374554728 | null | 1. OTHERS/BTC is now lower than it was in October 2023 (8 months ago).<br><br>OTHERS refers to the total crypto market cap excluding the top 10 coins.<br><br>This picture paints a thousand words. <br><a href="https://t.co/ENqHYWPteL"><img src="https://pbs.twimg.com/media/GPuPdvcaEAAyMtC.jpg"/></a> | null | 1800190221201613171 | null | 1800190190058967460 | false | false | true | false | false | 624 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190221201613171 | [
{
"ID": "1800190217179238400",
"URL": "https://pbs.twimg.com/media/GPuPdvcaEAAyMtC.jpg"
}
] | null | null | 11 | null | 34 | false | 1. OTHERS/BTC is now lower than it was in October 2023 (8 months ago).
OTHERS refers to the total crypto market cap excluding the top 10 coins.
This picture paints a thousand words. https://t.co/ENqHYWPteL | null | 2024-06-10T15:36:09Z | 2024-06-10T15:36:09 | null | 1530033576 | milesdeutscher | null | 143,060 |
||
1800190144374554728 | null | Most retail doesn't hold large amounts of Bitcoin - they're in alts.<br><br>And alts have been significantly underperforming thus far this cycle.<br><br>Let's take a deeper look at the data which supports this.<br><br>Understanding this data is important to contextualise where we sit in the cycle. | null | 1800190190058967460 | null | 1800190167271244163 | false | false | true | false | false | 464 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190190058967460 | null | null | null | 12 | null | 12 | false | Most retail doesn't hold large amounts of Bitcoin - they're in alts.
And alts have been significantly underperforming thus far this cycle.
Let's take a deeper look at the data which supports this.
Understanding this data is important to contextualise where we sit in the cycle. | null | 2024-06-10T15:36:01Z | 2024-06-10T15:36:01 | null | 1530033576 | milesdeutscher | null | 144,798 |
||
1800190144374554728 | null | At first glance, you'd think crypto sentiment would be euphoric right now.<br><br>Β β’Β $BTC is nearing ATHs<br>Β β’Β Meme coins are exploding<br>Β β’Β Celebrities are shilling crypto again<br><br>But it's far from it.<br><br>If you dig a little bit deeper below the surface - it's not hard to figure out why. | null | 1800190167271244163 | null | 1800190144374554728 | false | false | true | false | false | 497 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190167271244163 | null | null | null | 13 | null | 4 | false | At first glance, you'd think crypto sentiment would be euphoric right now.
Β β’Β $BTC is nearing ATHs
Β β’Β Meme coins are exploding
Β β’Β Celebrities are shilling crypto again
But it's far from it.
If you dig a little bit deeper below the surface - it's not hard to figure out why. | null | 2024-06-10T15:35:56Z | 2024-06-10T15:35:56 | null | 1530033576 | milesdeutscher | null | 153,000 |
||
1800190144374554728 | null | We are NOT in an altcoin bull run.<br><br>Not even close.<br><br>If you're struggling this cycle, you're not alone.<br><br>π§΅: I just dug through the data which reveals some shocking truths about the current state of the market.<br><br>(it also holds the key as to when things could turn around).π | null | 1800190144374554728 | null | false | false | false | false | false | 7,586 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1800190144374554728 | null | null | null | 427 | null | 1,254 | false | We are NOT in an altcoin bull run.
Not even close.
If you're struggling this cycle, you're not alone.
π§΅: I just dug through the data which reveals some shocking truths about the current state of the market.
(it also holds the key as to when things could turn around).π | null | 2024-06-10T15:35:50Z | 2024-06-10T15:35:50 | null | 1530033576 | milesdeutscher | null | 2,939,660 |
|||
1799835769714122879 | null | I hope you've found this thread helpful.<br><br>Follow me <a href="https://twitter.com/milesdeutscher">@milesdeutscher</a> for more alpha tweets (this is a weekly series).<br><br>Also, Like/Repost the quote below if you can. π | null | 1799836021548581214 | null | 1799835998375051593 | false | true | true | false | false | 122 | [
{
"ID": "1530033576",
"Name": "Miles Deutscher",
"Username": "milesdeutscher"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799836021548581214 | null | null | null | 1799835769714122879 | 6 | null | 7 | false | I hope you've found this thread helpful.
Follow me @milesdeutscher for more alpha tweets (this is a weekly series).
Also, Like/Repost the quote below if you can. π | null | 2024-06-09T16:08:41Z | 2024-06-09T16:08:41 | null | 1530033576 | milesdeutscher | null | 34,603 |
|
1799835769714122879 | null | 10. Some potential alpha re Aptos. | null | 1799835998375051593 | null | 1799835975507714369 | false | true | true | false | false | 46 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835998375051593 | null | null | null | 1798351373324390486 | 48 | null | 7 | false | 10. Some potential alpha re Aptos. | null | 2024-06-09T16:08:36Z | 2024-06-09T16:08:36 | null | 1530033576 | milesdeutscher | null | 42,380 |
|
1799835769714122879 | null | 9. Staking analysis across 20 projects. | null | 1799835975507714369 | null | 1799835952631984525 | false | true | true | false | false | 41 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835975507714369 | null | null | null | 1798285408620687662 | 2 | null | 5 | false | 9. Staking analysis across 20 projects. | null | 2024-06-09T16:08:30Z | 2024-06-09T16:08:30 | null | 1530033576 | milesdeutscher | null | 11,502 |
|
1799835769714122879 | null | 8. Playing the Binance listing strategy. | null | 1799835952631984525 | null | 1799835929500438887 | false | true | true | false | false | 31 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835952631984525 | null | null | null | 1797220457458102378 | 3 | null | 2 | false | 8. Playing the Binance listing strategy. | null | 2024-06-09T16:08:25Z | 2024-06-09T16:08:25 | null | 1530033576 | milesdeutscher | null | 11,417 |
|
1799835769714122879 | null | 7. The current state of the L1 landscape. | null | 1799835929500438887 | null | 1799835906809180279 | false | true | true | false | false | 41 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835929500438887 | null | null | null | 1797271518742798559 | 2 | null | 2 | false | 7. The current state of the L1 landscape. | null | 2024-06-09T16:08:19Z | 2024-06-09T16:08:19 | null | 1530033576 | milesdeutscher | null | 12,151 |
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1799835769714122879 | null | 6. Upcoming airdrops this Summer. There are some big names.. | null | 1799835906809180279 | null | 1799835884025717104 | false | true | true | false | false | 47 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835906809180279 | null | null | null | 1797616926253781035 | 3 | null | 3 | false | 6. Upcoming airdrops this Summer. There are some big names.. | null | 2024-06-09T16:08:14Z | 2024-06-09T16:08:14 | null | 1530033576 | milesdeutscher | null | 12,297 |
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1799835769714122879 | null | 5. Where did the VC money that was poured into gaming go? | null | 1799835884025717104 | null | 1799835861137416290 | false | true | true | false | false | 40 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835884025717104 | null | null | null | 1798033405525037398 | 5 | null | 2 | false | 5. Where did the VC money that was poured into gaming go? | null | 2024-06-09T16:08:08Z | 2024-06-09T16:08:08 | null | 1530033576 | milesdeutscher | null | 12,716 |
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1799835769714122879 | null | 4. ALT/BTC before the FED cut rates in 2019. | null | 1799835861137416290 | null | 1799835838270030061 | false | true | true | false | false | 52 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835861137416290 | null | null | null | 1799427028481102332 | 6 | null | 3 | false | 4. ALT/BTC before the FED cut rates in 2019. | null | 2024-06-09T16:08:03Z | 2024-06-09T16:08:03 | null | 1530033576 | milesdeutscher | null | 12,985 |
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1799835769714122879 | null | 3. A compilation of some typical "top signals" that happened this week... | null | 1799835838270030061 | null | 1799835815406891340 | false | true | true | false | false | 42 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835838270030061 | null | null | null | 1799224732681941081 | 4 | null | 1 | false | 3. A compilation of some typical "top signals" that happened this week... | null | 2024-06-09T16:07:57Z | 2024-06-09T16:07:57 | null | 1530033576 | milesdeutscher | null | 13,843 |
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1799835769714122879 | null | 2. $BTC simple bias guide. No bullsh*t, to the point analysis. | null | 1799835815406891340 | null | 1799835792631812135 | false | true | true | false | false | 46 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835815406891340 | null | null | null | 1799558402684723517 | 3 | null | 3 | false | 2. $BTC simple bias guide. No bullsh*t, to the point analysis. | null | 2024-06-09T16:07:52Z | 2024-06-09T16:07:52 | null | 1530033576 | milesdeutscher | null | 14,624 |
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1799835769714122879 | null | 1. A fascinating perspective on altcoins. OTHERS/BTC is at the same levels as October 2023. | null | 1799835792631812135 | null | 1799835769714122879 | false | true | true | false | false | 59 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835792631812135 | null | null | null | 1799568309869809851 | 3 | null | 1 | false | 1. A fascinating perspective on altcoins. OTHERS/BTC is at the same levels as October 2023. | null | 2024-06-09T16:07:46Z | 2024-06-09T16:07:46 | null | 1530033576 | milesdeutscher | null | 15,127 |
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1799835769714122879 | null | Crypto Twitter was FULL of emotions this week.<br><br>From the highs of Andrew Tate getting into memecoins, to the lows of a liquidation cascade - it had it all.<br><br>BUT, there were some alpha nuggets that were hidden amidst the noise.<br><br>Here are the top 10 alpha tweets I read this week.π | null | 1799835769714122879 | null | false | false | false | false | false | 641 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799835769714122879 | null | null | null | 96 | null | 92 | false | Crypto Twitter was FULL of emotions this week.
From the highs of Andrew Tate getting into memecoins, to the lows of a liquidation cascade - it had it all.
BUT, there were some alpha nuggets that were hidden amidst the noise.
Here are the top 10 alpha tweets I read this week.π | null | 2024-06-09T16:07:41Z | 2024-06-09T16:07:41 | null | 1530033576 | milesdeutscher | null | 142,714 |
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1799674920747798941 | null | Current <a href="https://twitter.com/hashtag/Bitcoin">#Bitcoin</a> range. <br><a href="https://t.co/mujiZJ6yst"><img src="https://pbs.twimg.com/media/GPm6y1obYAAOsQ5.jpg"/></a> | [
"Bitcoin"
] | 1799674920747798941 | null | false | false | false | false | false | 426 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799674920747798941 | [
{
"ID": "1799674908664094720",
"URL": "https://pbs.twimg.com/media/GPm6y1obYAAOsQ5.jpg"
}
] | null | null | 89 | null | 40 | false | Current #Bitcoin range. https://t.co/mujiZJ6yst | null | 2024-06-09T05:28:32Z | 2024-06-09T05:28:32 | null | 1530033576 | milesdeutscher | null | 76,346 |
|||
1799409169981972879 | null | You can't really blame them tho. <br><br>Price discovery is skewed to VC/pre-market, and many valuations are simply way too high.<br><br>Whereas you can ape a $1m meme and hit a 20x. <br><br>The best hope for someone with <$5k to run up a 6-fig+ portfolio is memes - and it's not close. | null | 1799410012944728512 | null | 1799409169981972879 | false | false | true | false | false | 192 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799410012944728512 | null | null | null | 27 | null | 11 | false | You can't really blame them tho.
Price discovery is skewed to VC/pre-market, and many valuations are simply way too high.
Whereas you can ape a $1m meme and hit a 20x.
The best hope for someone with <$5k to run up a 6-fig+ portfolio is memes - and it's not close. | null | 2024-06-08T11:55:53Z | 2024-06-08T11:55:53 | null | 1530033576 | milesdeutscher | null | 34,176 |
||
1799409169981972879 | null | Quite a frustrating cycle for fundamentalists.<br><br>Meme mindshare is at an ATH and growing by the day.<br><br>Retail skipping all the high FDV infra stuff and heading straight to the casino.<br><br>Sometimes you have to forfeit your own bias and go where the attention is. | null | 1799409169981972879 | null | false | false | false | false | false | 792 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799409169981972879 | null | null | null | 126 | null | 67 | false | Quite a frustrating cycle for fundamentalists.
Meme mindshare is at an ATH and growing by the day.
Retail skipping all the high FDV infra stuff and heading straight to the casino.
Sometimes you have to forfeit your own bias and go where the attention is. | null | 2024-06-08T11:52:32Z | 2024-06-08T11:52:32 | null | 1530033576 | milesdeutscher | null | 92,313 |
|||
1798934434235961531 | null | <a href="https://twitter.com/Coachkcrypto">@Coachkcrypto</a> Actually, in the chart there's a bounce off support to $68k.. So technically - it's still in tact. π
| null | 1799272525668778248 | null | 1799264401784185103 | false | false | true | false | false | 11 | [
{
"ID": "393833726",
"Name": "Coach K Crypto",
"Username": "Coachkcrypto"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799272525668778248 | null | null | null | 2 | null | 0 | false | @Coachkcrypto Actually, in the chart there's a bounce off support to $68k.. So technically - it's still in tact. π
| null | 2024-06-08T02:49:33Z | 2024-06-08T02:49:33 | null | 1530033576 | milesdeutscher | null | 2,173 |
||
1799086414329684134 | null | I hope you've found this thread helpful.<br><br>Follow me <a href="https://twitter.com/milesdeutscher">@milesdeutscher</a> for more content like this.<br><br>Also, Like/Repost the quote below if you can. π | null | 1799086777342607490 | null | 1799086754743701670 | false | true | true | false | false | 275 | [
{
"ID": "1530033576",
"Name": "Miles Deutscher",
"Username": "milesdeutscher"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799086777342607490 | null | null | null | 1799086414329684134 | 16 | null | 29 | false | I hope you've found this thread helpful.
Follow me @milesdeutscher for more content like this.
Also, Like/Repost the quote below if you can. π | null | 2024-06-07T14:31:27Z | 2024-06-07T14:31:27 | null | 1530033576 | milesdeutscher | null | 58,231 |
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1799086414329684134 | null | Over the next few weeks, I'll be posting guides on my top narratives/ecosystems to capitalise.<br><br>Make sure to follow me <a href="https://twitter.com/milesdeutscher">@milesdeutscher</a> to stay in the loop. | null | 1799086754743701670 | null | 1799086732316659725 | false | false | true | false | false | 196 | [
{
"ID": "1530033576",
"Name": "Miles Deutscher",
"Username": "milesdeutscher"
}
] | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799086754743701670 | null | null | null | 7 | null | 7 | false | Over the next few weeks, I'll be posting guides on my top narratives/ecosystems to capitalise.
Make sure to follow me @milesdeutscher to stay in the loop. | null | 2024-06-07T14:31:22Z | 2024-06-07T14:31:22 | null | 1530033576 | milesdeutscher | null | 42,435 |
||
1799086414329684134 | null | Crypto has fundamentally changed over the past 48 hours, and even more so over the past month.<br><br>It might be time to cancel no screen summer, and pay attention. | null | 1799086732316659725 | null | 1799086709696802930 | false | false | true | false | false | 174 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799086732316659725 | null | null | null | 5 | null | 5 | false | Crypto has fundamentally changed over the past 48 hours, and even more so over the past month.
It might be time to cancel no screen summer, and pay attention. | null | 2024-06-07T14:31:17Z | 2024-06-07T14:31:17 | null | 1530033576 | milesdeutscher | null | 29,948 |
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1799086414329684134 | null | The recent developments lead me to believe that there is still significant upside left in this bull run. | null | 1799086709696802930 | null | 1799086686762401944 | false | true | true | false | false | 135 | null | Miles Deutscher | https://twitter.com/milesdeutscher/status/1799086709696802930 | null | null | null | 1798715488161484867 | 3 | null | 3 | false | The recent developments lead me to believe that there is still significant upside left in this bull run. | null | 2024-06-07T14:31:11Z | 2024-06-07T14:31:11 | null | 1530033576 | milesdeutscher | null | 47,761 |