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![blknoiz06 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::973261472.png) Ansem [@blknoiz06](/creator/twitter/blknoiz06) on x 750.3K followers
Created: 2025-02-05 17:14:46 UTC

think ppl finally capitulate on idea that all alts must go up just because we're in a bull market & you see concentrated deployment of capital into individual names w/ real PMF

macro + trump + crypto regulations are setup to be bullish med long term not short term - think market got overexcited w/ trump admin win & predicted easy mode for risk too soon [SBR, rates down, dollar down] & we are currently pricing in the reality that those things are going to take time

am pretty sure majors are mostly sideways/down in first half of year & we do better going into end of year, especially if tariffs are more complicated than expected & impact economy - it seems like trump is serious about restructuring our relationships with other major powers and wants to onshore a lot of jobs, which i am assuming will lead to uncertainty in markets - also would setup scenario where trump can push fed to cut

AI meta is not dead and will come back - high chance thats where the next 100xs are onchain

RWA is most underlooked sector, stuff like chex has real world value

pumpdotfun is a breakout socialfi app, there will be other breakout socialfi apps similar to it in the next few years that effectively combine low stakes gambling + speculation + attention games


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**Related Topics**
[money](/topic/money)
[rates](/topic/rates)
[med](/topic/med)
[donald trump](/topic/donald-trump)
[macro](/topic/macro)
[alts](/topic/alts)
[ansem](/topic/ansem)

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