Read time 5 minutes

Welcome back to the end of another week with Renaissance - the newsletter equivalent of Trump’s election speech promises. We’re bigger, better than ever, tremendousss! Are we all ready to make some money this week and get after it?? 👀

‘Shit we need another image for the top this week. What fits? What’s the vibe?’

‘Same as always lol, hold on……’

The Renaissance Over-Under

Crypto Market & NFT News

Ethereum ETFs, Enticing Entries, & Emotional Equilibrium In Investing 🧠🤝

Am I just a wordsmith or what (made myself laugh writing this thinking about Once Upon A Time In Hollywood where he hits the triple ad-lib alliterative)

(also if you haven’t seen this movie about Blackberry, it’s top tier. Plus we love Glen Howerton - ‘I’m a five starrr mannn!’)

- I’ve been thinking about this scene a lot this week. There’s some weeks where you just read quotes, and then there’s other weeks when you really read them.🔥 Hope you’re all doing well!

- Focus on the work, cut out anyone and anything giving you bullshit. Work and risk. Summer is around the corner and we’re all going for a win and then a clean slate…..

- I was gonna do another thought piece that’s really interesting on personalities dictating who you are and when you’re likely to enter trades and investments i.e. whether you’re usually only be a spectator, what your risk level may be etc. Then you’d be able to course correct yourself and become an ultra-aware investor!

- And this is a seriously important skill when dealing in low cap coins where prices, timing and emotions are so volatile.

- Buttttt I’m busy sacrificing a lot this week haha, so just to put the feelers out - Do you want more of these type of thesis pieces as well? Or just shut up, strip it for parts, and double the number of random picks and calls you give? 👇

Current Ethereum plays and our rotation thoughts

- It's going to be all about ETH! The first Ethereum ETF is set for approval this week!

- It's been marked up to now 75% likely (we said this weeks ago in the newsletter).

- Now the great hedge here is around whether we think it'll get approved. There's a lot of macro reasons in the traditional finance market that could get it rejected, so the normal market man in me says rejectionnn, but markets and bribes are irrational.🤷‍♂️ So here's the tackle:

- We believe in Ethereum long term so we should be loaded up with a large position for the future either way. It'll dip on rejection, recover long term and skyrocket on approval. 📈

- Ethereum also hit its biggest green candle in years just the other day! 🔥

- To straddle this hold, we're buying more 'fuck eth' $FKETH & ‘Make Eth Great Again’ $MEGA as the hedge. Even as a long term position this is a good bag to hold with the gas wars coming when Eth explodes again for the super cycle.

- A mix of both for the long term is the best to buy and hold for this announcement and future ones (this is only just the first ETF decision). That way we win every way for the future. 🤝

For May being a notoriously quiet month things are actually doing okay:

We called this in the group at around $15M market cap and ran it to over $65M https://www.dextools.io/app/en/ether/pair-explorer/0x0c3fdf9c70835f9be9db9585ecb6a1ee3f20a6c7?t=1716460218348 

- And this is what it’s like beforeeeee the election cycle! I’m so ready to build up positions in the bigger standard $TRUMP and Biden tokens for the election - once the memes start these are going to explode! 👀

- The narratives and the bigger plays have been pretty quiet since GME and the previous cat narrative. It ended with plays not reaching high enough market caps because there were so many investments in the market splitting attention.

- The volume rotated and washed out the larger steadier runs we need to make multi-week calls.

- Andddd I think that has stuck in the market at the moment. Nothing is ranging too high and getting the spotlight for sure-bet narrative runs! So that means a slightly different tactic is needed to win in this more rapid quieter market….

- We’re using our Solana bot we’ve made in the private group! (so private group people get ready for a different approach). Where the plays are basically all below $100k market cap. To deal with this we are reducing our investment size by 10x but doing 10x more investments! This hedges the early Solana market.

- We’ve been testing it and it’s working well. We recommend this to everyone in the coming weeks as this is where the most alpha is and is the better tactic to both win and preserve capital.

- But you have to be a skilled trader now - timing is NEEDED, be early and mitigate risk by only doing $100+ per trade and doing 10 of them in the week etc. A single win returns the investment tranche and you’ll have your finger on the pulse of the market. Easier said than done but this is where the big boys come into their own. 💪💪💪

$PEPE

- Hope you bought a year ago and made 50x with us! And then we hope you bought when we plugged it again a few months ago. And then we hope you bought it last week when we brought it up and reviewed it again after the GME pump.

- PEPE is now a top 20 market cap coin, over $6 billion in market cap but not even listed on Coinbase yet.

- I think we were dead right a year ago and I knew it when I saw it. This is the big one for the market and it doesn’t happen overnight but it’s getting there! It’s no longer a meme play - this is basically a macro move it’s that big.

- I’ll be accumulating $PEPE on every big dip (it will probably be linked to Eth down days, so watch for those) and buying it up. On Eth ETF approval I’m suspecting it does even better - watch it!

AI plays:

- Anyone who keeps an eye on this sector will be doing well even after the reminder over the last 2 weeks:

- $PAAL is up againnnn. It’s the clear winner here and one to buy more of. Like Stanley Druck’ is saying - it’s a long term multi-year hold.

- The others are still good but usually the winner is the winner, much like NVDA

- The picks again: 👇

#0x0

$PAAL 

$DSYNC

$HASHAI

And of course, as a reminder we opened the private group to new members! It’s been a very solid week, and if you want to join and get access to all our calls, trade alerts and analysis in real-time hit the poll below and we’ll reach out!

LITTLE BITS 😎

Aesthetic motivation vibezzz

Druckenmiller on AI and why he bought $NVDA 2 years ago

Here’s Wall Street legend Stanley Druckenmiller explaining how he thinks of shorting companies

For those of you who don’t know where you’re at or why life is like this right now - ‘because you’re here at this point. 👇

HAHAHAHAH not a bad strategy at all

The best lessons from the SweatyStartup guy that you need

Lessons Steve Jobs wanted to pass on

Memes of the Day

That’s a wrap for this week! Meet us on Twitter to talk all about it. Where we’ll send you jokes, tips, and all important news from the world of money, business and crypto and more! (@RenaissanceDly)