Cena GoatcoinGOAT

Early days of a new szn is so cool On SOL missed $WIF? you caught $POPCAT missed $POPCAT? you caught $GOAT missed $GOAT? you caught 1000 other runners We are seeing the exact same play out with #BSC eco with $4, $GIGGLE, $PALU, $PUP, $MOON 🌕 all these coins will keep

$KAS $INJ $HYPER $MAXI $TMAI $FET $HNT $GOAT $ONDO $GHX $AR #lowcapcoins #bestaltcoins #WhatTobuy.

Going to write out some thoughts for $ASTER (might be longer): *I feel somewhat unbiased bc I don't have a bag. It's sometimes hard to get to this point if you have a banger entry/big bag of it **I made about 100k on this one. That's not a brag; there are many who made 7-8 figures. I faded it all day long and then top blasted at 0.40 and sold around 0.65 or something. I'm debating re-entering but I want to write out some thoughts before I do that. The PROS to buying here and entering a new position: -Super tight supply, prob allows for strong price discovery -Insane attention/volume, somewhat 'hard' to buy relatively, great 'narrative' as the 'hyperliquid of bnb'. Everyone crypto native knows this one. -CZ is rich af, probably wants to eat into HL or at least push some sort of ' $BNB season'. The man can pump charts and you dont want to bet against ppl like this (or Justin Sun). -Binance spot is near inevitable imo -Maybe some slightly cool features but I think the platform as a whole is more of a negative (will go more into this later). CONS for Buying here: -Obviously this product is not rooted in fundamentals. HyperLiquid is genuinely a fantastic product / project/ team and pretty much best in class everything. this is not that. This product is clunky, poor UI, weird execution, and honestly just not a good dex. This dex is a joke overall and there are many better ones. -Already had a gigantic run in a sector with a known ceiling. This can be both good and bad- good in the sense that HL has such a high ceiling that you can say 'oh, this is surely worth xx% of HL, it's mispriced'. The bad is that this is NOT a totally 'new' thing, such as $GOAT, where the ceiling was completely unknown because it was creating a new sector. This makes for harder price discovery imo -Idk what the overall ceiling is. I mean I think that this eventually trades WAY lower when attention is lost and everyone remembers that this product is bullshit. We see this time and time again with every other narrative. Eventually, momentum will stall and attention goes to something else. I think that this coin is HIGHLY likely to go to $1. Beyond that? I have no clue. -Who's the marginal buyer here? HyperLiquid was much easier bc it was rooted in fundamentals and clearly a great product / you can assume it was going to dominate and take over perp dex share. ofc this overall outcome took months to really synthesize but still, the point remained- great dex. I do not expect Aster to have the same outcome, where people will come back and use this dex organically as 1 of their primary trading platforms. -When you're buying off the assumption that CZ is going to crime pump this coin higher, I think that is both strong but also a bit iffy. To be clear, most crypto 'fundamentals' are a complete joke, so not really going to act like everything here is a great project. But yeah. --------- Overall, I like ASTER as a trade but just unsure about chasing it at this price. I'm actually not too scared about the $BTC price action overall; this one kind of seems like 1 of those onchain ones where its somewhat immune to the overall btc volatility (though if btc were to nuke to 100k in 1 go, you can bet your ass this is dumping to hades along with everything else). Still thinking about this trade overall and have been mulling buying it all day long. Still unsure but wanted to just write out some thoughts

PvE means outside $$ coming in. You need perp traders getting fomo, you need technologists coming in to buy $GOAT, you need your uncle buying $TRUMP, you need a marginal buyer and a lot of them before it becomes PvE again. I don't see that quite yet.