In the ever-volatile world of crypto, market cycles can feel like a rollercoaster designed by a mad scientist. Recently, a thread on X (formerly Twitter) sparked some real talk about where we might be headed, drawing parallels to one of history's most infamous financial bubbles. It all started with a post from AzFlin, warning that we're entering the "Newton re-enters with a lot" phase of the cycle.
If you're scratching your head, let's break it down. This refers to Sir Isaac Newton, the genius behind gravity, who got wrecked in the South Sea Bubble of 1720. He invested modestly at first, cashed out with profits, watched his friends get filthy rich as prices soared, then jumped back in with a massive stake—only to lose it all when the bubble burst. Sound familiar? It's a classic tale of FOMO (fear of missing out) in action.
Crypto trader Ansem (@blknoiz06) chimed in, sharing his own battle scars from the last cycle. Back in late 2021, he thought the top was in, sold most of his holdings, and even shorted Bitcoin around $66k—only to close too early. Then came the Luna saga: he shorted it, got squeezed on its run-up to new highs, and got psyopped into thinking the bull wasn't over. He re-entered big, lost chunks in early 2022, and learned the hard way. This time, he's playing it cooler, avoiding the "re-enter with a lot" trap by withdrawing profits and staying aggressive but with smaller sizes.
Enter charcoonchain (@charcoonchain), who flipped the script to focus on Bitcoin as the denominator. Forget altcoins for a sec—what's the realistic low for BTC over the next four years? $80k? $70k? $60k? At those levels, buyers would swarm like bees to honey. On the flip side, the highs could hit $200k, $300k, or even $500k. Charco's take: he's not betting on BTC dipping to $80k before blasting to $200k, so he's keeping his main stack in play while distracting himself with tiny bets—think 1/100th of his portfolio on high-risk "slots."
Now, for us at Meme Insider, this hits home because those "slots" often mean degen plays on meme tokens. Meme coins are the wild west of crypto: high volatility, massive upside potential, but equally brutal downsides. They're perfect for that small, distraction portion of your stack where you can chase pumps without risking the farm. The key lesson here? In a bull cycle, holding Bitcoin as your core might shield you from altcoin carnage, while allocating a sliver to memes lets you scratch that itch for quick gains.
This strategy aligns with broader market wisdom. Historical bubbles like the South Sea show that timing the top is tough—even for legends like Newton. In crypto, where cycles are compressed, it's easy to get caught re-entering at peaks. By denominating in BTC and keeping degen bets minimal, you position yourself for the long haul. As Ansem put it, his friends get rich—not by swinging for the fences every time, but by playing smart.
Replies to the thread echo this sentiment. One user noted how thinking in BTC terms clarifies things, emphasizing patience and small plays. Another quipped "strong hands, small spins," capturing the essence of hodling (holding on for dear life) while dipping toes into riskier waters.
If you're knee-deep in meme tokens, consider this thread a wake-up call. Meme coins thrive in bull markets, but they're often the first to crater when sentiment shifts. Use tools like DexScreener or CoinGecko to spot opportunities, but always size down. Remember, the goal is to build wealth, not blow it on one bad re-entry.
As we navigate this cycle, keep an eye on macro factors like interest rates and adoption trends. Bitcoin's potential to hit six figures isn't pie-in-the-sky; it's backed by institutional inflows and halving events. For meme enthusiasts, that rising tide could lift your boats too—just don't bet the house on it.