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12:16
May 19
May 19
Taiki Maeda
15d
ZEC
HYPE
BTC
▾
HIGH
Zcash breakout, strong upside potential.
Zcash is a privacy coin with a 10-year breakout, reflexive dynamics, improving fundamentals (shielded pool usage, regulatory clarity), and serves as a hedge against Bitcoin risks (Saylor, quantum, privacy). It has strong community support and is easy to root for. He bought more ZEC as a high-upside altcoin.
ZEC LONG
Hyperliquid perps leader, bullish momentum.
Hyperliquid is the leading perpetuals DEX with structural tailwinds (perps, RWA, IPOs). It has a PvE community, no VCs, generous airdrop, and is easy to root for. The chart shows strength, and he expects the token to continue rising as more volume and value accrue to it.
HYPE LONG
Bitcoin bottomed, will climb higher.
Bitcoin has bottomed around 60K due to extreme fear/greed, Saylor's aggressive buying via MSTR/STRK, and reflexivity. The inability to break lower despite bad news signals a bottom. He remains long spot Bitcoin, expecting it to climb higher.
BTC LONG
HIGH
17:18
May 04
May 04
Taiki Maeda
1mo
ZEC 1ST
Saturn (STRC onchain farm)
BTC
▾
HIGH
Zcash is a reflexive privacy hedge
Zcash is a highly reflexive asset: price increases improve its narrative (privacy, quantum resistance, regulatory clarity). He holds a small position based on SEC investigation closure, A16Z backing, same supply schedule as Bitcoin, and potential as a Bitcoin hedge. If it breaks above $500, it could rally strongly.
ZEC LONG
Farm Saturn onchain STRC for yield
Onchain versions of STRC (Saturn, Apex) allow yield farming by providing liquidity. He is actively farming Saturn points, expecting a token generation event. This leverages the same STRC reflexivity and could be rewarded with tokens.
Saturn (STRC onchain farm) LONG
Bitcoin bottomed, bullish with STRC support
Bitcoin has bottomed due to exhausted marginal sellers, predictable large-scale buying by Strategy via STRC, and extreme bearish sentiment (fear & greed at historic lows). The reflexive cycle of STRC enabling more Bitcoin purchases will drive prices higher. He is long Bitcoin spot and perps.
BTC LONG
HIGH
19:08
Apr 15
Apr 15
Taiki Maeda
1mo
SOL 1ST
SATURN 1ST
APYX 1ST
BTC
▾
HIGH
Avoid SOL: bearish supply-overhang/L1-trade thesis, not a long.
Moved from LONG to AVOID: the cited thesis is bearish/conditional-short on Solana, citing L1 trade weakness, FTX estate unlock/supply overhang, memecoin exhaustion, and vulnerability to downside if SOL pumps.
SOL AVOID
Farm onchain stretch projects for yield.
Onchain stretch projects such as APYX and Saturn are worth farming because they tokenize stretch and create leverage products, benefiting from the growth of stretch and potential endorsement from Michael Saylor. They offer yield and represent early opportunities in the stretch ecosystem as demand for stretch increases.
SATURN LONG
APYX LONG
Buy Bitcoin as bottom is in.
Bitcoin has bottomed due to extreme fear indicated by the fear and greed index, low selling pressure as investors are overweight cash or short, and consistent buying pressure from Michael Saylor's stretch product which is growing and leading to billions in Bitcoin purchases. The markets are forward-looking, and the consensus Q4 bottom might already be priced in, leading to a hated rally.
BTC LONG
HIGH
22:39
Mar 16
Mar 16
Taiki Maeda
2mo
BTC
SOL
ETH
▾
"Over the past week, I've been aggressively buying Bitcoin because I think the bottom may be in." The speaker's framework indicates crypto market positioning is very light (many investors are in cash waiting for a Q4 bottom), marginal sellers are exhausted, and a new marginal buyer has emerged: MicroStrategy via its Stretch product. Stretch raises capital by issuing debt at an 11.5% yield, and MicroStrategy uses 100% of the proceeds to buy Bitcoin. Recent purchases have accelerated (e.g., $1.18B in one week), creating structural, leveraged demand that can support and lift Bitcoin prices before the widely anticipated Q4 decline. LONG BTC as Stretch creates a new, significant source of demand amid exhausted seller-side pressure and bearish sentiment, offering a contrarian entry before a potential squeeze on sidelined cash. Adoption of the Stretch product slows or fails; Bitcoin enters a prolonged bear market where MicroStrategy's cash reserves (covering ~2 years of dividends) are depleted; a broader macroeconomic or geopolitical crisis overrides crypto-native flows.
BTC LONG
medium-term
"I might start hedging my spot bags with potential shorts. I'm thinking Solana over ETH at this point because Solana has supply issues like with the FTX estate sales from 2023." The FTX bankruptcy estate holds a large amount of SOL tokens that began unlocking in 2025. This creates a persistent, known supply overhang in the market, as the estate is likely to be a seller to repay creditors. This ongoing selling pressure could cause SOL to underperform relative to ETH, which does not have a comparable, large-scale planned supply unlock from a distressed seller. SHORT SOL relative to ETH (or implement as a pairs trade: long ETH, short SOL) to capitalize on SOL's specific, supply-side headwind. A crypto-wide bull market rally lifts all assets, diminishing SOL's relative underperformance; the FTX estate manages its sales in a way that minimizes market impact (e.g., OTC deals); Ethereum encounters its own unforeseen negative catalysts.
SOL NEUTRAL
ETH NEUTRAL
short-term
19:04
Feb 01
Feb 01
Taiki Maeda
4mo
ETH
MSTR
AAVE
BTC
PENDLE
▾
LOW
"Tom Lee is out of money... he bought 3.5% of supply... his weekly ETH purchases dropped from $400M to $100M." Additionally, Lee received his $15M performance bonus on Jan 15th (which marked the local top), removing his incentive to pump the price further. ETH's price was artificially elevated by specific, large-scale marginal buyers (DAOs/Trusts). When these buyers stop bidding (due to cash exhaustion or achieved incentives), the bid side of the order book evaporates, forcing price convergence to a lower "fair value." SHORT. The speaker maintains a short position to capture the "trickle-down dumpomics" as altcoin yields collapse, reducing demand for ETH. A sudden "vibe shift" or irrational market exuberance; speaker notes he plans to close shorts in Q1 to pivot long.
ETH NEUTRAL
short-term
"MSTR to Bitcoin ratio was breaking down... Sailor is borrowing money... summing MSTR to raise cash." Regarding Bitmine: "Tom Lee is propping up Ethereum... once he is out of money ETH will converge to fair value." These equities serve as "leveraged proxies" for crypto demand. When they trade at a premium to Net Asset Value (NAV) and that premium collapses (as seen with MSTR previously), it signals a cycle top. If they are raising cash rather than buying assets, the "up-only" flywheel is broken. SHORT. These entities are the "marginal buyers" who are now tapped out. Bitcoin price spikes independently of these entities, forcing a short squeeze on the equities.
MSTR NEUTRAL
BITMINE NEUTRAL
medium-term
- Hype (Hyperliquid): "Metrics have been going straight up... tokenized equity." - Pendle: "Hitting new all-time highs in Open Interest (OI)." - Aave: "Sub $2B market cap... buying back tokens." - Uniswap: "Introducing buybacks." The "K-Shaped Recovery" thesis. While the general market dumps, protocols with actual revenue, buybacks, and growing usage metrics (OI/Volume) are decoupling from "vaporware." These are the potential "Carvanas" (assets that fell 90% but have the fundamentals to recover). WATCH / ACCUMULATE. The speaker is shifting from 100% short to a mix of cash and spot accumulation in these specific names. General market beta; if ETH collapses further, these assets will likely be dragged down temporarily despite good fundamentals.
AAVE WATCH
PENDLE WATCH
UNI WATCH
HYPE WATCH
long-term
Watch BTC defensive survivor framing; not a clean first actionable long.
Moved to WATCH: Feb 1 video discusses BTC as a defensive survivor/spot component, but this is not a clean fresh explicit BTC long/buy signal. Do not count as Taiki Maeda first actionable BTC long.
BTC WATCH
long-term
- Ezilla: "Sold ETH to buy jet engines... complete scam." - Sharp Link: "ETH gain is negative billion... all they can talk about is staking rewards." - DeFi Dev Corp: "Launching memecoins... 'don't buy this' token." These represent the "Garbage" side of the K-shaped recovery. They are "zombie" entities (DATs) that front-loaded demand in the bull run but now represent pure supply overhang as they must sell assets to fund operations or exit scams. AVOID / SHORT. The market cannot bottom until these entities are "sacrificed" or liquidated. Irrational meme-pumps or "dead cat bounces" in low-liquidity scams.
SHARPLINK AVOID
EZILLA AVOID
medium-term
LOW
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