>been away sometime focusing on IRL

>come back to have a bit of a break, and TL genuinely looks like its got its spirit back

>after re-connecting with some degens here & IRL, cant believe what im seeing

>just want to write this because i see a lot of guys stuck in this slave mentality of focusing TOO much on the wrong areas

>and im writing this cause i only been back 1.5 weeks and yeah i missed stonk, pons etc but already had an amazing run and it was just by keeping it simple, i wasnt even stressed and i barely knew what was going on in the market

>probably the most common scenario i saw is when guys think they missed a "runner" when its at 3-5m mc
so they dont bid, my brotha in christ running 3-5m to 20m + is a better trade than sitting in the pits of the trenches chasing sub 500k dogshit with toothpicks holding your eyelids open

>if you see wallet at 10m and constant threads its linked to RH deploying, you bid that shit

>if you see dev of GMX deploy on RH you fucking bid that shit, i saw it at 15m ? Was i first no ? did it matter, fuck no

>im not in any groups since back, everything i see is on the TL, quick check of sentiment and confluence in fundamentals and ape

>i see dev of AIXBT deploy on robinhood, i fucking bid that shit, again wasnt first, wasnt early, still bidded and still in profit

>stop focusing on the wrong things, stop gambling, bet to win

>clear narrative, clear runners

>you see TVL climbing in an undervalued defi protocol, you bid that shit

>betas are ok at times but it needs to make sense or improve the current economics / tech

>point in case stonk <> ember
( i personally didnt touch that shit because i got emotional about it and it cost me )

>me personally i never touch the 3rd, 4th, 5th horse, if you were around for agentic frameworks etc youd know how dog shit all that went

>to be brutally honest this entire RWA/defi narrative doesnt really excite me that much, i hope we can go to another level, it feels like a weirder or worse agentic arc,
but i do agree RWAmeme stocks is a step forward in the right direction in a sense

>anyway, never get emotional about it, just play what youre seeing and feeling, never get emotional to certain outcomes, different chains, or groups, as soon as you start doing that you start missing out, not necessarily losing but definitely missing out

>stay open minded and dont get caught up in other peoples opinions

>as always, dont need to play every single move either, its ok to just watch, take notes and watch things unfold until you see a clear winner

>set your own parameters and criteria before it deserves a bid, and dont bid until you see something that ticks all those boxes

>im not even using or building any AI tools/dashboards/bots atm, but i think this is absolutely 1000% paramount moving forward, so if anyone has anything interesting send it my way, would love to connect

>in regards to narratives, loving that privacy is making a run, privacy the most important tek for the future, good to see inference markets getting love too, we all know and have always said data/credits access to tools etc would be the new oil and it is

>will send some % of profits to ARC and play for sure, ofcourse will look for the top meme, dex/liquidity and launchpad

>dont care about the pvp, not following any fomo shit, just bidding on multiple confluence straight off the TL by following the right people and doing some basic research

>genuinely think its RH & sol szn, sure more things will pop up, monitoring

>i dont know who needs to read this but brotha get your ass out that slave mentality shit, hit some safe X's with medium size, if you have enough time ofcourse allocate to pits of trenches in the GC but mann dont overcomplicate it

>think btc corrects a bit before next leg up and hopefully we begin ascend for the next 12-24 months, many nukes along the way but hopefully bottom is in and 100 year cycle theory can resume

>sorry to disappear then just come back but will explain story and why later, and no, technically, i dont need to be here, i just genuinely missed this place and gratefully i have the time to be back

>the humour, the people, the crime, the losses, the wins, the vaporware

>many many good projects around for this little zzzycle, lets cook

https://x.com/tombxbt/status/2099132148708254102