interesting charts. . .

im in the midst of writing an update to the bull thesis

its taking longer than I expected.

the reason is in the last one apart from price projections a lot of folks found my mental models to be the most beneficial.

in the sequel I want to cover some more practical mental models that has helped me over the years. a lot of folks focus only on calling stuff where as its all about execution and I would like to focus on those in the next updated thesis.

meanwhile in this update will cover how the w3q indicators have been performing.

NOTE : at the end i have briefly covered some market thoughts.


lets do the Web3Quant line indicator first. its perfect for HTF.

NOTE: showing you the 1D chart but its optimized for 4hours by default.
btc
btc since 2023

its captured all the major swings well since this whole bull run started in 2023. including the latest one which we are currently experiencing.

the lines also have acted as good support/resistance levels.

sol
doge
wif
spx memecoin
xrp
pepe
popcat
bonk

MACRO

US Dollar - the macro that really moves the needle for Crypto assets.
GOLD

the line works really well on assets with longer price history and allows you to capture the big HTF swings in the market.

now a lot of the times the most exciting plays in crypto dont have that much price history. its also typically where those big minefields as well as returns are to be found.

thats where memes & perps indicator comes in.

while the line is optimized for 4h timeframe memes & perps is more versatile.



fartcoin
hype
goat
virtual
ai16z
pnut
chillguy

the last one in the line up is scalper

dont want put the snapshot here as it would be too noisy but I am currently working on upgrading this one.

once I am happy with it will publish it and also start the tg channel that many have been asking for.

currently the markets are too choppy for LTF anyway.


Market thoughts

I have been tweeting about my base case. it largely remains the same. theres nothing much to add.

TLDR

current levels to mid 80s on btc is where we have have max RR for alts.

these dips however scary are good opportunities.


see you in the next one.

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