Gecrge Ncble @gnble79

Key changes: -upgraded $DROP, $PHNIX, $OPULENCE -added $OGRE What should we add next? Total days doing Top Tiers XRPL: 119 (since Nov-2024) S Tier - 100x Gem Potential $BCHAMP $FUZZY $BEAR $TEDDY $666 A Tier - Very Strong $ARMY $SIGMA $FARM $PHNIX $OPULENCE B Tier - Strong Long Term $CBIRD $DROP $ATM $XPM $LAUGH C Tier - Moderate Long Term $SEAL $XMEN $GEI $SPY $589 D Tier - HODL $BERT $PBLU $XMEME $HORIZON $WALRUS E Tier - On our Radar $HOOTS $SHROOMIES $OGRE $AMERICAFIRST $AVATARD @XRPDegens is a value based #XRP token assessment. We are not simply ranking the top 30 market-cap tokens - we are choosing tokens where we consider the market cap to be undervalued. Range of measures: - Quantitative (token age, market cap, liquidity, trading vol, holder data, trading charts & more) - Qualitative (research on the devs, socials, website, roadmap & more) The degens will return to the #XRPL after the #FIFA World Cup! ;)

Key changes: -added $MXI @MonerexOfficial What should we add next? Total days doing Top Tiers ripple:native: 120 (since Nov-2024) S Tier - 100x Gem Potential $BCHAMP $FUZZY $BEAR $TEDDY $666 A Tier - Very Strong $ARMY $SIGMA $FARM $PHNIX $OPULENCE B Tier - Strong Long Term $CBIRD $DROP $ATM $XPM $LAUGH C Tier - Moderate Long Term $MXI $XMEN $GEI $SPY $589 D Tier - HODL $BERT $PBLU $XMEME $HORIZON $WALRUS E Tier - On our Radar $HOOTS $SHROOMIES $OGRE $AMERICAFIRST $AVATARD @XRPDegens is a value based #XRPL token assessment. We are not simply ranking the top 30 market-cap tokens - we are choosing tokens where we consider the market cap to be undervalued. Range of measures: - Quantitative (token age, market cap, liquidity, trading vol, holder data, trading charts & more) - Qualitative (research on the devs, socials, website, roadmap & more) The degens will return to the #XRP ledger after the #FIFA World Cup! ;P

There has never been a better time to get involved in the $XRP meme ecosystem... What are you bullish on this week? $FUZZY $BEAR $666 $DROP $TEDDY $ARMY $SIGMA $OPULENCE $ATM

I JUST BOUGHT MORE $XRP WHO IS WITH ME?!

XRP will provide your family with generational wealth! 👊🚀 Last cycle, we went from 35c to $3.50 in a very short period. This cycle $XRP has legal clarity (court case), plus the entire sector is about to get regulatory clarity via the CLARITY ACT.

Key changes: -added $SLT @SaluteXRPL What should we add next? Total days doing Top Tiers ripple:native: 121 (since Nov-2024) S Tier - 100x Gem Potential $BCHAMP $FUZZY $BEAR $TEDDY $666 A Tier - Very Strong $ARMY $SIGMA $FARM $PHNIX $OPULENCE B Tier - Strong Long Term $CBIRD $DROP $ATM $XPM $LAUGH C Tier - Moderate Long Term $MXI $XMEN $GEI $SPY $589 D Tier - HODL $BERT $PBLU $XMEME $HORIZON $SLT E Tier - On our Radar $HOOTS $SHROOMIES $OGRE $AMERICAFIRST $AVATARD @XRPDegens is a value based #XRPL token assessment. We are not simply ranking the top 30 market-cap tokens - we are choosing tokens where we consider the market cap to be undervalued. Range of measures: - Quantitative (token age, market cap, liquidity, trading vol, holder data, trading charts & more) - Qualitative (research on the devs, socials, website, roadmap & more)

Key changes: -added $GRIM @Grim_XRPL to our radar What should we add next? Total days doing Top Tiers $XRP: 122 (since Nov-2024) S Tier - 100x Gem Potential $BCHAMP $FUZZY $BEAR $TEDDY $666 A Tier - Very Strong $ARMY $SIGMA $FARM $PHNIX $OPULENCE B Tier - Strong Long Term $CBIRD $DROP $ATM $XPM $LAUGH C Tier - Moderate Long Term $MXI $XMEN $GEI $SPY $589 D Tier - HODL $BERT $PBLU $XMEME $HORIZON $SLT E Tier - On our Radar $GRIM $SHROOMIES $OGRE $AMERICAFIRST $AVATARD @XRPDegens is a value based #XRPL token assessment. We are not simply ranking the top 30 market-cap tokens - we are choosing tokens where we consider the market cap to be undervalued. Range of measures: - Quantitative (token age, market cap, liquidity, trading vol, holder data, trading charts & more) - Qualitative (research on the devs, socials, website, roadmap & more)

Gm gm $XRP legends, What is your #1 conviction hold this week? Any of these #XRPL tokens? $ATM $ARMY $OPULENCE $666 $FARM $BEAR $TEDDY $PHNIX

Thank-you so much @JoelKatz (David Schwartz) for the follow🙏 It's an absolute honor to be followed by one of the co-creators of the #XRP Ledger🔥 This has made my day❤️

🤔

This bearish sell down by investors seems to have exhausted, which gives price a repreive to consolidate sideways for maybe a month, even a rebound to mid 70s, which would likely to be rejected. This is because the broader regime is heavily bearish with both spot and futures liquidity deteriorating. I've never seen BTC rally when both sources of liquidity are bearish. If I was to make an educated guess, I'd say Q4 would be good timing for the end of the bearish trend and Q1 or Q2 2027 for bullish momentum to return,. ~45k would be a typical bear market bottom. BTC has only ever existed in a secular global macro bull market 2009-2026. If global macro breaks down, then 30k is the fall back level of support, 16k as the final line to maintain BTC's bull trend.

Looks like a whale buyer of Tether Gold is giving us hidden alpha on Gold price moves. Orange: Gold price Blue: Oz of gold held by in Tether Gold's treasury

I think the entities buying gold (sovereigns, particularly China) have a very long time horizon and it's the right move for a 5-15 year forward facing "end of the long term debt cycle" scenario. Meanwhile it's really hard to convince sovereigns and fiduciary institutions to buy a nascent asset like BTC with 17 years of history (which is less than a retail home mortgage). Then think about their perspective on quantum uncertainty over the next 5-15 years. IMO fixing BTC's quantum issue is the single most important thing for BTC development and it's urgent due to the current scale of buyers. I think the excuse of "it's 20 years away" does not cut it. The investors looking to allocate think in exactly these time horizons. So time to get our ducks in a row. Where the world is heading into, the world needs BTC for what it was designed for, Gold becomes the fallback that's in a state of readiness (for 6000 years) and they are buying. But to the question at hand on the shorter term, I'm on the side of a large global macro bear market coming, so yeah, maybe we get a sharp pull back in Gold due to a flight to safety before the safehaven trade resumes. (See the last one: 2008-2012) My hope is BTC's quantum issue resolves quickly to play a part in the macro geopolitics of our time. It was built for this.

🐸TANGENT🚀 @OG_TAngent

8 months ago

@willywoo

5 2 28 161K 3

@DA_Stockman Agree 100% David. Furthermore, look at these piece of shit "trillion dollar" stocks that draw down similarly, they should never have a place in a wealth portfolio, let alone the SP500 which has served as the world's store of value for 50+ years.

I ask Grok and Gemini to assess the risks investing in Strategy's $STRC yield instrument. Then I asked it to estimate a yield that would fairly compensate the investor for the risk undertaken. Both concluded 11.5% was underpaying for the risk. Grok: 17-22% APY Gemini: 16% APY

Historically BTC tops have lead pull backs in global M2.

PSA to Kiwi Bitcoiners, one of my portfolio companies Stacked (formerly LightningPay) is giving away $20 of BTC to people who sign up to stack sats. It's hands down the easiest way for Kiwis to stack BTC in NZ.

The next test for BTC is cleanly breaking the cost basis of recent investors (79k). I give it 30% odds on doing this on this attempt. After that, if BTC manages to hold this price level above 65k and not break down, then the chances of a structural bottom increases significantly. BTC is currently attempting a bottom, but all the pieces are not yet in place, the next 3-6 weeks will be telling.

Willy Woo @willywoo

5 months ago

3 things happen at the end of bear markets. 1) price cleanly breaks the cost basis of recent investors (circles). 2) idle smoking of hopium gives way to rabid clicking of the BUY button chasing the price 3) this raises the cost basis (red line transitions to green)

118 177 2K 466K 576

Most Bitcoiners think BTC is a safe haven asset but the truth is nuanced. It has the properties of a safe haven asset. In times of war you can take your seed phrase, cross borders and start afresh without losing your wealth. It should be independent of the system and thrive if it collapses. These are the properties you’d expect of a safe haven. BTC has the properties of a safe haven but to this day, in times of uncertainty and war it trades like a risk asset, very sensitive to uncertainty. This is because the large capital pools don’t acknowledge BTC’s properties as it’s considered too new and untested. Hence it trades like the NASDAQ. It’ll take another decade for it to gain market acceptance as a safe haven, maybe longer. When it does, it’ll give gold market cap a run for its money.

Old school onchain models suggest a BTC bottom between 46k-54k. Also hints at how much time we have to wait. Orange line correlates to the capital stored in BTC and it has been leaving since November. CVDD Floor Model has the advantage of climbing over time, 45.5k right now.