i've been writing & tweeting about the divergence between good coins (HYPE, ZEC, LIT, VVV, NEAR) & bad coins (BTC + essentially everything else) for ~6 weeks now but am increasingly unsure how much longer this can continue have been comfy hedging good coin + ai/equity exposure
2026-06-0256268% positive
@HinkieCrypto lol yeah i mean it still feels horrendous which is also normally a good sign for local bottoms i think i still prefer to just long more near, zec, lit, hype, jto etc than toy around with btc though
2026-06-012065% positive
when people ask me how high ZEC & HYPE can go i simply show them this the TAM is 28.5 trillion dollars buddy
2026-05-2053070% positive

