[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  merp [@0xMerp](/creator/twitter/0xMerp) on x 40.5K followers Created: 2025-07-24 07:21:18 UTC looking into EOY, i think BTC is destined for at least 160k but the short term path is super murky and the eventual outcome is super volatile on a day to day basis, and the outcome doesnt look good for anything resembling alt seasons of old. path dependency mostly depends on how trump is interacting with people but also because of the scope of new legislation and governmental involvement there are many white swan possibilities. things like treasury cos are concerning, not because of leverage but because they are an indication of late stage cycle acceptance and monetization further and further on risk curve im still willing to bet on much higher btc prices and also willing to bet on higher hype prices but unwilling to do so in meaningful size on any other token recent ethbtc rip is almost unexplainable from a narrative perspective, nothing has really changed. structural flows and positioning caused an insane move which seems unlikely to happen again. maybe the thesis is just going to take forever shrug (did swap some btc in case it does but idk, seems unlikely and already regretting) pump clearly just complete failure (if the objective was for token to go up) if alon doesnt care then congrats and itll expedite to zero slowly, delete from all watchlists if u wanna bet on launchpad shit just buy bonk or gp or whatever aside from that maybe monad launches, XPL sale looks like its chugging along but people are incentivized to wait until the last moment i think? so wont see that for like X more days, which is also the day that the president working group releases XXX day case study on crypto (or some similar nomenclature) still summer but things are ripping, btc could absolutely frenzy in the fall given the right conditions, X more months of good times is what it seems like XXXXX engagements  **Related Topics** [donald trump](/topic/donald-trump) [alt](/topic/alt) [destined](/topic/destined) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/0xMerp/status/1948282324929696241)
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merp @0xMerp on x 40.5K followers
Created: 2025-07-24 07:21:18 UTC
looking into EOY, i think BTC is destined for at least 160k but the short term path is super murky and the eventual outcome is super volatile on a day to day basis, and the outcome doesnt look good for anything resembling alt seasons of old. path dependency mostly depends on how trump is interacting with people but also because of the scope of new legislation and governmental involvement there are many white swan possibilities.
things like treasury cos are concerning, not because of leverage but because they are an indication of late stage cycle acceptance and monetization further and further on risk curve im still willing to bet on much higher btc prices and also willing to bet on higher hype prices but unwilling to do so in meaningful size on any other token recent ethbtc rip is almost unexplainable from a narrative perspective, nothing has really changed.
structural flows and positioning caused an insane move which seems unlikely to happen again. maybe the thesis is just going to take forever shrug (did swap some btc in case it does but idk, seems unlikely and already regretting)
pump clearly just complete failure (if the objective was for token to go up)
if alon doesnt care then congrats and itll expedite to zero slowly, delete from all watchlists
if u wanna bet on launchpad shit just buy bonk or gp or whatever aside from that maybe monad launches, XPL sale looks like its chugging along but people are incentivized to wait until the last moment i think? so wont see that for like X more days, which is also the day that the president working group releases XXX day case study on crypto (or some similar nomenclature)
still summer but things are ripping, btc could absolutely frenzy in the fall given the right conditions, X more months of good times is what it seems like
XXXXX engagements
Related Topics donald trump alt destined bitcoin coins layer 1 coins bitcoin ecosystem coins pow