Crypto Looks Good Here

Frothless 订阅播客 3h 55m 0 次下载 收录于 2026-08-22 #热门

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In a Twitter Spaces, crypto investors discuss burnout, platform frustrations, and their conviction that cult coins will repeat last cycle's billion-dollar runs. - The host is recovering from a cold and sleep deprivation, and has been taking a break from hosting spaces to pace himself. - They complain about a broken social media app (likely X/Twitter) with chats not loading, criticizing the owner for only adding reaction-video features and making the algorithm worse. - The group believes the platform owner only cares about political influence and manipulating users, not about user experience. - After the break, the host is getting back into crypto and feels emotional about "Tinkered Crypto," saying the job is barely beginning after the all-time high. - One speaker warns that many people will mess up the next bull run because bear-market conditioning has crushed their belief that assets can repeat their performance. - They argue that most cult coins last cycle went to billions—not some, but the majority—and their charts showed bottoms well above current prices for months. - Cult coins heat up gradually through community friction and productivity, until "the water boils" and pressure releases; they're easy to navigate because all metrics are on the timeline, and there's plenty of time to position. Conclusion: Stay patient, find culturally significant coins with relentless communities, and don't let the bear market rewrite your conviction before the next parabolic move.

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Black. But yeah. How are we doing, Barry? What up? Yeah. What a fucking. This is good. We did. What we did. What a Friday. This week, we should do that. We should do multiple. Sorry. Just you just cut out. But yeah, man, you should definitely let me know when the next for China Friday is it's, um, yeah, always miss like all your guy's spaces. But I'd love to love to turn up and turn in. Yeah. I don't know about you guys. I've, um, I've been not getting the most sleep lately. I'm also like recovering from a cold. So I'm like trying my best not to strain my voice at the moment. But yeah, yeah, also trying to pace myself because, you know, go to a couple of years out of us. Um, read. I sent you an invite link if, if you wanted to want to come up, you, you welcomed to as well. For I swear, they'd make this website out of a glue sticks and paper. Yeah, man. Yeah. Do you just have to take a lot? Yeah, I had to, bro. It's literally fucking made of rocks, blue paper. Man, I literally had to, um, I installed like, I'm installed the entire app just like a few hours ago and reinstall it. Cause one was just like, like my chats just weren't working. I was just like, like not loading. I hadn't been able to like be in the chat for. So I think you even fucking rug there. There's websites socks. I just get rug from our own space. As well as hype really does fucking suck. Holy fuck, man. Damn. This is this is this is the man that's um, they can't really did nothing, right? For like, this is the man that's sending us to mom. By the way, this is the man that's sending us to mom. Six months. He did nothing except make reaction videos. He gave you the option to make a reaction video to a tweet. That's all he did. And like fix the algorithm like twice. Vermeer was something that wasn't broken and that made it worse somehow. Yeah. Yeah, but like, I think this is the type of guy he is like break something and then fix it and say that he did a good job. Yeah, I think he only wants a platform just for like political influence and manipulation, right? Like he doesn't actually care about the user experience. That's like his prerogative and also making apps for teenagers. Yeah, it should. What's that brothless? How you doing? Hey, man, I'm doing well. How are you? I'm all right, man. I've, uh, this is my first space I've been on in a few weeks. I'm taking a break from hosting them as you know. Yeah, yeah. But it's a special occasion right now. We are, uh, you know, we're, we're getting back to where we should have been for the last year anyway. Like, you know, doing this for the last year and a half, I, you know, I, I will start to get a, you know, I will start to get in my feelings again about Tinkered Crypto once we pass all time. Like the job is barely just beginning, you know what I mean? That's how I feel right now. Uh, yeah. I think a lot of people are about to fuck this next pot up, man. Genuinely, um, I think like, like those is the, the, the trap of sticking around is that it rewires your brain to just like squash your spirit and your heart to the point where like you, you can no longer like truly believe, um, that these assets can do what they, what they do every time. Um, I've been like, I've been tweeting about this, uh, a little bit recently, but like, like the majority of cult coins, last cycle went to billions, like not some of them, but the majority, like it was the, it's the, it is the norm. Um, and you can take a look at those charts and like these coins ranged like at their bottoms well above where we are right now. Um, for months and months and months and months and months. And then, you know, it's not like, it's not like a fucking, like a catalyst will happen, but it's not like a fucking like a handsome tweet, you know, like, it's just, it's one of these things where, um, it heats up, it heats up, um, the community is just constantly creating friction and, you know, um, being productive. And at some point, the water just boils, um, and you know, the pressure has to be released. That's, that's, that's the beauty of cult coins and what makes the, I mean, that's why it's my favorite sort of like subcategory to invest in is because it's so easy to navigate. Um, like all the metrics that you need to look at are just like on the timeline, um, use look for stuff that's like culturally significant that has like, you know, the right sort of like, uh, like type of holders and people gathering around it that are just like relentless. Um, and you have plenty of time to just position into these things. Um, you know, you have plenty of time to, to, um, analyze it, figure out where you want your entry to be and, um, and get positioned. And then at some point, it's just, it's just off. Um, you can, you can see it with, I don't, I don't like name dropping because it's like, I don't like comparing my coins to previous coins because it's like, I don't know, that's kind of tacky. Um, but you guys know that, you know, that you know, you guys know the coins I'm talking about, right? Um, and it's just, yeah, I think there's a lot of people that will, you know, are so just like reprogrammed to, um, to see tops, you know, so much lower than, um, than they can really go. And I, I'm not concerned about the performance of my assets because of these people. That's not like where my concern comes from. Um, my concern genuinely, just like, uh, is for these people that are going to sideline themselves. Um, because with their pants down and just like watch everything rip without them, um, cause I've, like, dude, I've done it before. Uh, and it's like, it's fucking brutal, man. Um, it's like this, this, this, if we're coming out of a bottom, um, this the Bitcoin bottom is behind us, which like, it probably is, probably is, this is, you don't try and like time tops or rotate because it's like, it's not the time to be doing it. You're just like, you're like, all right, what do I want exposure to? What's going to be the runners for this cycle? And you're just betting on a wider bull run. Like you're just like, bull run is happening. What's the fastest horse? Grab on with both hands and you just fucking weight. Um, that really is the, the winning strategy. Um, so I think there's a lot of people that have just like conditioned themselves to be like overtrating, I think like, um, a lot of institutions, you know, like the apps and stuff, um, have been really like doing their best to encourage this sort of like high volume trading behavior, which, um, just like isn't how, like that's not how the big money is made in this industry. Um, it's, it's, you know, you know, you're not swing trading ranges. That's not what crypto is for. Crypto is for buying when nobody's talking about it, buying when there's like, when belief, like nobody believes in it, when crypto is a scam, that's when you buy and then you hold it until your neighbors coming up to you and being like, yo, bro, you still, you still into crypto, man, maybe you have XRP and then you, and then you consider maybe taking some profits. But, um, yeah, this whole like, or I'm going to like, I'm going to like try and like buy it, like 70 K and I'm going to sell it 300 K. And I'm going to like get that profit. And I'm going to like buy the, the next one at 50 K and then I'm going to try and sell that one at 200 K. What are we doing, man? What are we doing? Um, so yeah, it's sort of what I was saying. But I'm like, I'm like, I don't gamble. So I have like this, this bias, right? But I can also acknowledge that like there are these brief moments in the market when it does make sense. It's just that everyone has it backwards, everyone has it backwards. Because right now, you just buy the fastest horse, right? You just buy the fastest horse. Let your portfolio do 100 X. Once you're up 100 X, then you can go gamble in the casino, go buy a fucking 100 K market cap coin when everything's ripping to billions. Try and try and buy the next fucking peanut, right? Why are you flipping 300 K top is like, bro, you're just like, and I think like this is, this is like played out just like I said it would, right? Like all these people who are just like, all right, well, no, I just need to hit like one big lick. And then I'm going to like buy one percent of my conviction back. Do you guys how many times I heard that dude? And I mean, that was like a massive flag for me, where I'm like, yeah, this is like pico bottom on belief. Like shit is about to send. There's a lot of people going to be sideline. And yeah, here we are. So I mean, I don't really gamble. I'm probably not going to do the second half of that plan. But if you like someone who's like pretty skilled in the trenches, you spend, you know, I don't know, whatever your strategy is, right? If you spend a lot of time on tick talk, if you're good at picking the next viral animal, do that in, do that in 12 months. Do that when you can actually buy something at 100 K and run it up to fucking 100 mil. Do it when like that is the norm. That is like, you know, it's um, yeah, I don't know. I don't know. Just like buy, just buy conviction right now and you wait 100 XC port and then you can go play in the casino. That's all I feel anyway. So I'm like, I'm straining my voice. So I'll let someone else speak for a bit. Yeah, I'll take a rip at it. So last week on floor to main space, you guys were kind of talking about, um, you know, how this coin looks to normies. And even today, bro, I was on the phone with someone who maybe has a little bit of a theory and a little bit of Bitcoin in their coin base account. And I was on the phone with them just about completely unrelated matters. And I brought up, I was like, oh, you know, Bitcoin's going up again right now. And this person asked me, um, you know, what I was into or whatever. And I told them, I said, yo, there's this coin. It's called crypto. The coin is literally called crypto. It's cryptocurrency coin. And they were like, where can I buy it? Where can I buy it? Can I buy it here? And I thought for a second, at first, I was like, uh, uh, Solana. And then I was like, no, no, no, no. I was like, it's available on Coinbase. I'm like, if you go on Coinbase and you look up crypto and dude, the, the maniacal laughter that came from this person, when they realized that I was shilling them a coin called crypto that they could buy on Coinbase. Um, they were blown away to be honest. They're like, bro, you're such a fucking nerd. Like I can't fucking believe it. Like holy shit. What are you pushing? And I was like, yeah, like it's, it's, it's the next wave, bro, you know, um, and, uh, that felt good. That felt really good to chill it to a total normie who knows nothing about meme coins that understands why a coin called crypto exists and would be bullish. Um, and then separately the other day, one of my friends, like someone, someone that frothless, you probably even know him. I'm not gonna call him out because he fumbled, but he bought a bag of crypto at like 1.6 mil, like six months ago. And I would check on him every six to eight weeks and be like, Hey, bro, so holding that crypto, just making sure you're holding that crypto. He hits me up like two weeks ago and he's like, bro, look at the crypto chart, man, it's totally holding strong blah, blah, blah. He hits me up like two days ago and he's like, I can't fucking believe I hit you up about the crypto chart and I didn't buy any. And I was like, you didn't buy any. I was like, bro, you held that coin for like four months, five months. And now you're hitting me up once it's like going back up that, that you sold, what the fuck is wrong with you? I mean, some of these people, man, it's a patience game, dude. It's a, it's a wealth transfer from the impatient to the patient. It really is. Exactly. That is exactly it. Yeah, I think I've told this story already, but it is such a spinout, man. So I have a, like an IRO friend that I, it's like back when like crypto, like first, like ran off to 20 mil or whatever, right? I was obviously just like super excited about this and I'm having a few too many drinks and talking about it at the pub with my mates. They don't know I'm frothless. They don't know about the Twitter account or like trying to explain my relationship to the coin is just like too abstract for like where do I even start? You know what I mean? So it's like, didn't bother going down that rabbit hole, but I was just like, I was talking about this coin called crypto that was like running up. Anyways, that was like a year and a half ago. The other week I was, I was at the pub again, trying to my mate. And he was asking me about, you know, like you still buy like Bitcoin and stuff. I'm like, yeah, yeah, yeah. Like, you know, I'm sort of like looking to deploy my stables. I'm just DCing into XYZ over the next, you know, until the end of the year, basically. And he was like, oh, yeah, yeah, I've been doing a similar thing. You know, I've been buying $100 worth of Bitcoin a week and $50 worth of crypto a week for the past year. I was like, wait.

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