Trading With Nexus

Bullish:

• $BTC - Bitcoin has proven itself as an important asset through multiple cycles and has clear product-market fit as a store of value and for permissionless access to finance.

  • “I mean, you go through enough cycles that you're like, cool. This asset is clearly important, and all the a lot of the other ones seem to be important for periods of time and then, yeah, slowly seem to matter less.”

    Smac·20:31

  • “I think to me, crypto is very much store of value, very much, like, ownership over your, like, yeah, money and, like, permissionless access to things.”

    Smac·26:44
• $STABLES - Stablecoins have clear product-market fit in developing countries for dollar access, which is hugely important for people without access to stable currencies.

  • “Other people can access dollars, which is clearly hugely important to people who live in places that don't have access to it. So, like, to me, that's net one of the most important things that's already happening.”

    Smac·25:06
• $SOL - Solana gaining traction as developers and users recognize Ethereum's development pace issues, with even Vitalik admitting problems that Solana bulls identified years ago.

  • “He made a post that was kinda like the thing that a lot of people who have been complaining about Ethereum for years have been saying. So you saw a little bit of, like, that group of people who were probably very early Solana bulls saying, like, this is why I, like, started getting interested in Solana and some of these other blockchains”

    Smac·21:29

Bearish:

• $ETH - Ethereum has been losing value to Layer 2s, development is too slow, and Vitalik doesn't care about price. Multiple failed ETH trades indicate structural issues.

  • “I think I pretty much every single ETH trade I took in spot this entire cycle, I think, I've lost on, which is kinda hilarious.”

    Nexus·17:19

  • “If he's kinda killing off l twos, they've been kinda siphoning value from from ETH and stuff.”

    Nexus·22:26

  • “Vitalik also is at the point where I mean, he's kind of always been just the purist and does not give a shit about the price of ETH, which is not great as somebody holding it at least.”

    Nexus·23:18

  • “This is clearly not moving at the pace that it needs to be moving. Like, what else is out there?”

    Smac·21:18
• $LAYERTWO - Vitalik recently acknowledged major issues with Layer 2s, essentially killing them off after they've been siphoning value from ETH.

  • “Didn't Vitalik kinda kill off of l twos recently or something?”

    Nexus·21:24

  • “If he's kinda killing off l twos, they've been kinda siphoning value from from ETH and stuff.”

    Nexus·22:26
• $ALTCOINS - The crypto market is becoming more efficient with fewer opportunities for massive gains, as the 'game show' of repeated cycles is getting boring and predictable.

  • “I feel like we're all kind of just hamsters in a game show, and the game show only has, like, a finite amount of seasons before the the crowd gets bored and people from the crowd stop wanting to join because it's just been the same game.”

    Nexus·16:22

  • “Everything is not gonna go up a 100 x just because it's in crypto. Like, cool. Yeah. Like, you're here. Like, it doesn't mean everything goes up a ton”

    Smac·15:56

  • “I think there's a pretty hard reckoning coming for a lot of people and probably me as well because I'm I'm good at trading crypto or at least I think so. And I don't know if I'm gonna be able to do the same playbook over and over and over again.”

    Nexus·14:18