
Adam Cochran (adamscochran.eth)|Feb 26, 2025 20:55
Pop was initially bigger than expected, but were now at the reversal and sluggish phase btw.
The market was pricing in over optimistic promises that:
A) Weren’t going to happen
B) Would be overshadowed by his impact on macro
So now the plays for crypto buyers are:
-Enter after this sell off for very long term holding, and or to play the bounce.
-Grab midcaps that are overlooked by CT but likely to perform weirdly well in ETFs (boomers seem to love themselves some XRP and LTC)
-Balance out with long end bonds.
-Look for underpriced DeFi opportunities over the next few years to DCA while economy goes through rough cycle.
-Never touch useless memecoin slop again, unless it has a pathway to *REAL*.
-Stop listening to snake oil influencers and politicians who sell you false dreams.
-Apologize to adam for thinking he was crazy when he told us the exact way in which Trump would be bad for the economy and not deliver on crypto promises and mostly forget crypto post-election….
(And thank you for what ended up being a great short 😘)
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