token loken
Token Loken — циклология крипторынка,макроанализ и психология инвестора.Пишу просто о сложном. Без шума. По делу.
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ANY INVESTMENT STRATEGY BECOMES VULNERABLE, IF IT IS FORCED TO BE THE LAST LINE OF DEFENSE
Investments are generally considered as a tool for growth, accumulation, and freedom.
But the situation in which the investment system is discussed almost never happens.
it turns out she is forced to perform an alien function — the function of survival.
When investments become the last source of funds,
But the situation in which the investment system is discussed almost never happens.
it turns out she is forced to perform an alien function — the function of survival.
When investments become the last source of funds,
PINNED
Cosmos does not die, but contracts. The departure of the teams is the price for abandoning dispersal and old mistakes.
$ATOM
$ATOM
$ATOM
{spot}(ATOMUSDT)
Cosmos Under Fire: The Ecosystem is Contracting, ATOM is Being Prepared for a Reboot
The Cosmos ecosystem is going through a painful stage. Over the past few months, dozens of teams have left it, and ATOM is trading at nearly -90% from its all-time high. The market is increasingly echoing the thesis that Cosmos 'hasn't taken off'.
Key Blow
The most sensitive departure is Noble, an infrastructure project through which USDC was issued in Cosmos. Noble has decided to build its own EVM network. Meanwhile, the ecosystem has also seen the departure or reduction in activity of Penumbra, Evmos, Comdex, Kujira, Jackal, and several other teams.
What is Changing
Cosmos is effectively acknowledging the mistakes of past years and is pivoting its strategy:
— a new tokenomics model for ATOM is being prepared with reduced inflation and a stricter connection between network usage and token value;
— the focus is shifting from 'everything at once' to institutional cases and infrastructure, rather than retail DEX and experimental DeFi;
— Cosmos Hub aims to become the foundational layer for serious financial applications rather than a universal sandbox.
Conclusion
Cosmos is entering a phase of painful but logical reboot. The ecosystem is contracting, weak and unconnected elements are leaving, and the hub is trying to redefine why ATOM is needed.
{spot}(ATOMUSDT)
Cosmos Under Fire: The Ecosystem is Contracting, ATOM is Being Prepared for a Reboot
The Cosmos ecosystem is going through a painful stage. Over the past few months, dozens of teams have left it, and ATOM is trading at nearly -90% from its all-time high. The market is increasingly echoing the thesis that Cosmos 'hasn't taken off'.
Key Blow
The most sensitive departure is Noble, an infrastructure project through which USDC was issued in Cosmos. Noble has decided to build its own EVM network. Meanwhile, the ecosystem has also seen the departure or reduction in activity of Penumbra, Evmos, Comdex, Kujira, Jackal, and several other teams.
What is Changing
Cosmos is effectively acknowledging the mistakes of past years and is pivoting its strategy:
— a new tokenomics model for ATOM is being prepared with reduced inflation and a stricter connection between network usage and token value;
— the focus is shifting from 'everything at once' to institutional cases and infrastructure, rather than retail DEX and experimental DeFi;
— Cosmos Hub aims to become the foundational layer for serious financial applications rather than a universal sandbox.
Conclusion
Cosmos is entering a phase of painful but logical reboot. The ecosystem is contracting, weak and unconnected elements are leaving, and the hub is trying to redefine why ATOM is needed.
Most projects will disappear, but this is how it remains what really works.
$ATOM
$DOT
$SOL
$ATOM
$DOT
$SOL
CRYPTO — SCAM OR A TECHNOLOGY THAT HAS YET TO UNFOLD?
Today, it is increasingly common to hear a simple and convenient formula: 'crypto is a scam'. It is pronounced confidently, with the experience of losses and disappointments behind. And there is truth in this phrase — but only part of the truth.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
Scam is a deliberate deception. Filtering is a normal stage of any new technology.
$LPT
$AXL
$LPT
$AXL
CRYPTO — SCAM OR A TECHNOLOGY THAT HAS YET TO UNFOLD?
Today, it is increasingly common to hear a simple and convenient formula: 'crypto is a scam'. It is pronounced confidently, with the experience of losses and disappointments behind. And there is truth in this phrase — but only part of the truth.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
Crypto is not a single market, but a stage of development. Here the noise dies, not the technology.
$LINK
$AVAX
$LINK
$AVAX
CRYPTO — SCAM OR A TECHNOLOGY THAT HAS YET TO UNFOLD?
Today, it is increasingly common to hear a simple and convenient formula: 'crypto is a scam'. It is pronounced confidently, with the experience of losses and disappointments behind. And there is truth in this phrase — but only part of the truth.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
CRYPTO — SCAM OR A TECHNOLOGY THAT HAS YET TO UNFOLD?
Today, it is increasingly common to hear a simple and convenient formula: 'crypto is a scam'. It is pronounced confidently, with the experience of losses and disappointments behind. And there is truth in this phrase — but only part of the truth.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
If we look honestly, the crypto market has indeed left behind a whole graveyard of projects. Thousands of coins, tokens, and platforms have disappeared, devalued, or been forgotten. Many of them were originally created not as technologies, but as a way to quickly extract money from the hype. Memes, empty promises, loud words without a product — all of this was and is.
The price rises on expectations, not on utility. When an asset becomes familiar, the premium disappears.
$DASH
$AXS
$DASH
$AXS
WHY THERE IS YIELD, BUT NO WEALTH
There is a paradox that breaks the expectations of even smart investors: an asset can generate income while simultaneously depreciating. This is not a strategy error or a 'bad market'. This is a normal state of the system.
Key confusion lies in the mixing of two different concepts: yield and price growth. Yield is a flow. Price is an assessment. They live different lives and very rarely grow simultaneously.
Key confusion lies in the mixing of two different concepts: yield and price growth. Yield is a flow. Price is an assessment. They live different lives and very rarely grow simultaneously.
Yield and price growth are different things. The flow may continue, but the valuation may remain in place.
$DOT
$ATOM
$DOT
$ATOM
WHY THERE IS YIELD, BUT NO WEALTH
There is a paradox that breaks the expectations of even smart investors: an asset can generate income while simultaneously depreciating. This is not a strategy error or a 'bad market'. This is a normal state of the system.
Key confusion lies in the mixing of two different concepts: yield and price growth. Yield is a flow. Price is an assessment. They live different lives and very rarely grow simultaneously.
Key confusion lies in the mixing of two different concepts: yield and price growth. Yield is a flow. Price is an assessment. They live different lives and very rarely grow simultaneously.
WHY THERE IS YIELD, BUT NO WEALTH
There is a paradox that breaks the expectations of even smart investors: an asset can generate income while simultaneously depreciating. This is not a strategy error or a 'bad market'. This is a normal state of the system.
Key confusion lies in the mixing of two different concepts: yield and price growth. Yield is a flow. Price is an assessment. They live different lives and very rarely grow simultaneously.
Key confusion lies in the mixing of two different concepts: yield and price growth. Yield is a flow. Price is an assessment. They live different lives and very rarely grow simultaneously.
Investments are not broken by the market, but by the moment when they cover basic needs. This is rarely talked about.
Investments are not broken by the market, but by the moment when they cover basic needs. This is rarely talked about.
$LINK
{future}(LINKUSDT)
$DOT
{future}(DOTUSDT)
$LINK
{future}(LINKUSDT)
$DOT
{future}(DOTUSDT)
Investments are not broken by the market, but by the moment when they cover basic needs. This is rarely talked about.
$LINK
$DOT
$LINK
$DOT
ANY INVESTMENT STRATEGY BECOMES VULNERABLE,
IF IT IS FORCED TO BE THE LAST LINE OF DEFENSE
Investments are generally considered as a tool for growth, accumulation, and freedom.
But the situation in which the investment system is discussed almost never happens.
it turns out she is forced to perform an alien function — the function of survival.
When investments become the last source of funds,
But the situation in which the investment system is discussed almost never happens.
it turns out she is forced to perform an alien function — the function of survival.
When investments become the last source of funds,
Emotions cannot be turned off, but they can be limited. Dopamine is permissible if it has no access to the system.
$AXS
$DASH
$AXL
$AXS
$DASH
$AXL
CONTRACT WITH DOPAMINE
The biggest lie in investing is that you can turn off emotions.
No. We are not robots.
Conservative strategies are boring.
Boredom accumulates.
Then one breakdown — and the system collapses.
I didn't realize this right away.
At first, I tried to 'be disciplined.'
Then — just ignore the emotions.
Neither option works.
No. We are not robots.
Conservative strategies are boring.
Boredom accumulates.
Then one breakdown — and the system collapses.
I didn't realize this right away.
At first, I tried to 'be disciplined.'
Then — just ignore the emotions.
Neither option works.
CONTRACT WITH DOPAMINE
The biggest lie in investing is that you can turn off emotions.
No. We are not robots.
Conservative strategies are boring.
Boredom accumulates.
Then one breakdown — and the system collapses.
I didn't realize this right away.
At first, I tried to 'be disciplined.'
Then — just ignore the emotions.
Neither option works.
No. We are not robots.
Conservative strategies are boring.
Boredom accumulates.
Then one breakdown — and the system collapses.
I didn't realize this right away.
At first, I tried to 'be disciplined.'
Then — just ignore the emotions.
Neither option works.
If an asset falls — we are not obliged to save it.
The market owes nothing to anyone, and we owe nothing to the market.
But if the asset has fallen too much — it can be bought not as an investment and not as a strategy,
but as a chance. Like a lottery ticket.
With a small amount. Without expectations. Without emotions.
Not as a plan, but as an opportunity.
The difference between an investor and a player —
is the size of the bet and the logic of entry.
$PEPE
$FLOKI
$BONK
#инвестиционнаялогика 🧠
#управлениериском 🛡️
#мышлениерынка 📉
#дисциплинакапитала 🧱
#холодныйвход 🎯
The market owes nothing to anyone, and we owe nothing to the market.
But if the asset has fallen too much — it can be bought not as an investment and not as a strategy,
but as a chance. Like a lottery ticket.
With a small amount. Without expectations. Without emotions.
Not as a plan, but as an opportunity.
The difference between an investor and a player —
is the size of the bet and the logic of entry.
$PEPE
$FLOKI
$BONK
#инвестиционнаялогика 🧠
#управлениериском 🛡️
#мышлениерынка 📉
#дисциплинакапитала 🧱
#холодныйвход 🎯
The order of expenses as a strategy. Investments start with order.
We talk a lot about markets, investments, and strategies.
But most often, money is lost not on the exchange, but in daily life.
There is a simple thing that almost no one thinks about —
the order of expenses is more important than the expenses themselves.
Money has arrived in the account.
Next, there are two types of payments.
The first ones — with positive expectation.
But most often, money is lost not on the exchange, but in daily life.
There is a simple thing that almost no one thinks about —
the order of expenses is more important than the expenses themselves.
Money has arrived in the account.
Next, there are two types of payments.
The first ones — with positive expectation.
The compression of the ecosystem is painful but logical. The weak layers are leaving so that the hub can have a clear role.
$atom
$atom
ATOM reboot is an attempt to link the value of the token with real usage, not the idea of the ecosystem.
$ATOM
{future}(ATOMUSDT)
$ATOM
{future}(ATOMUSDT)
ATOM reboot is an attempt to link the value of the token with real usage, not the idea of the ecosystem.
$ATOM
$ATOM
Cosmos does not die, but contracts. The departure of the teams is the price for abandoning dispersal and old mistakes.
$ATOM
{spot}(ATOMUSDT)
$ATOM
{spot}(ATOMUSDT)
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