Phil

Happy to be speaking at @AIBC_World in Rome! Come say hi

📅 Big week for markets: Oct 26 – Nov 1 Tuesday, Oct 27: FOMC starts · Robinhood ($HOOD) + Visa ($V) earnings (after close) Wednesday, Oct 28: Fed decision 2:00pm ET, Powell 2:30pm ET · Microsoft ($MSFT) + Alphabet ($GOOGL) earnings (after close) Thursday, Oct 29: US GDP + PCE inflation 8:30am ET · ECB decision 9:15am ET · Amazon ($AMZN), Intel ($INTC), Coinbase ($COIN) + Strategy ($MSTR) earnings (after close) Friday, Oct 30: BoJ decision · BTC monthly options expiry Sunday, Nov 1: $ENA + $SUI token unlocks

Today is the beginning of a new era for me and the 100XClub This has been long due, appreciate all the support and messages the past months Here is what I can share: Following lengthy negotiations, Fefe Demeny has bought out Crypto Banter's minority stake in 100XClub. The two sides held different views on the company's future and concluded they could not continue building together. 100XClub is now fully owned by Fefe Demeny and independent from Crypto Banter. The terms are confidential and neither side will comment further. It’s time to build Much love

BuY aNd HoDL - YoU MiSsEd ThE BoTtOm… I’ve been called an absolute moron for sitting on the sidelines after selling everything in October 2025. Well, it’s time to do the math. JULY 1 — THE “GENIUS” ENTRY BTC: ~$58K. A 21-month low. Fear & Greed at 11. ETFs bleeding record outflows. Strategy selling BTC. A hawkish new Fed chair. Fear everywhere. Nobody wanted to touch it. But YOU bought. You’re a genius. (Side note: If you had the balls to call July the bottom, chances are you also called the bottom 2–3 times before that, all the way down from January.) AUGUST 19 — THE CONFIRMATION BTC prints a new daily higher high and closes above resistance. The Treasury doubles long-bond buybacks. $2.7B in shorts gets liquidated. For the first time, there is an actual technical thesis to deploy capital. You bought again. I waited for the pullback. I told you one thing: PATIENCE. SEPTEMBER 22 — THE FOMO ENTRY ETFs pull in nearly $1 BILLION in a single day. BTC reaches ~$86K. Everyone is bullish again. You feel unstoppable. So you buy more. Two days later? Bond yields hit their highest levels since 2007 and the FED starts talking about hiking again. BTC rolls over. NOW LET’S LOOK AT YOUR PERFORMANCE. You bought BTC three times: July: $58.6K August: $64.7K September: $86.6K Average entry: ~$70K. BTC today: ~$81K. You’re up roughly 16%. Not bad. But remember, this assumes you perfectly caught the July bottom AND kept “ buy and hold afterward”. Now comes my favorite part. “BuT wHaT aBoUt AlTs?!” Let’s assume you made those same three purchases across altcoins. Your best performers: PYTH: +59% NEAR: +51% QNT: +43% Your worst performers: Canton: -12% GRAM: -9% XLM: -7% But here’s what nobody talks about: THE RISK YOU TOOK TO GET THOSE RETURNS. You were buying into extreme uncertainty, betting that every dip was THE bottom. And what if you weren’t a genius? What if you missed July and only started buying in August and September? Your returns suddenly look VERY different. BEST PERFORMERS: PYTH: +38% NEAR: +25% QNT: +13% WORST PERFORMERS: Canton: -5% GRAM: -9% XLM: -8% And the majors? BTC: +7% ETH: +1% SOL: +3% READ THAT AGAIN 👆 Months of volatility, uncertainty, emotional stress and capital exposure. For 1–7% on the biggest cryptocurrencies. But don’t worry, the saxophone gets louder... If you listened to the moonboys screaming that the bottom was in, and bought their favorite shills near the highs you’d be down about 60-70%: STONK: -72% PONS: -67% USELESS: -55% RAIN: -52% FWA: -62% Some people spent months averaging down into assets that kept bleeding. All because they were terrified of missing the bottom. HERE’S WHAT PEOPLE DON’T UNDERSTAND ABOUT PATIENCE. The goal isn’t to buy the absolute bottom. The goal is to deploy capital when the probability of success justifies the risk. I’d rather miss the first 10% of a sustainable move than lose 40% trying to predict where the bottom is. Because being early and being right are NOT the same thing. And protecting capital IS a position. Cash isn’t a failure. Waiting isn’t weakness. And refusing to chase isn’t missing out. I didn’t miss the bottom. I chose not to gamble on it. Could I have made money buying July? Absolutely. Could I have lost a lot more trying to catch every falling knife before it? Absolutely. The difference is that I don’t need to be the hero who catches the exact bottom. I need to be the investor who still has capital when the REAL opportunity arrives. And I believe that opportunity is getting closer. It’s almost time to deploy. Patience will be rewarded. Higher.

Giving away a $265 watch i just pulled. See details in the video below Follow, retweet, tag someone in the comment ✅ If you also try @watchdotfun I appreciate if you use my referral code: 4QJMEX Disclosure: This is not a sponsored post, I used my own money and have no affiliation with Watch.fun, other than the automatically generated referral code shared above.

Legends!!! If we get to 4k subs this weekend, my first video is going to be about eating fish after 16 years of being vegetarian!!!!! (And of course the whole story behind it…) Share & subscribe: youtube.com/@fefedemeny

Bitcoin: This Is Where We Bottom My chat with @benjamincowen is live on the 100XClub YouTube channel You do not want to miss this: youtu.be/K8FfpZ8ysdk?si=zgxd…

This was our opinion about the Bitcoin top with @benjamincowen Should we have a show together discussing the bottom? Let us know 👇

Rather than calling for a wealth tax call for an infrastructure that can create more people like @elonmusk He became the first trillionaire because he built @Tesla @SpaceX @Starlink @neuralink @xai @x @PayPal and soooooo many other things that benefit millions daily @SenWarren net worth is $12m all from risk free taxpayer money and “book royalties” One guy risks everything, builds rockets that land themselves, cars that drive themselves, and global connectivity through satellites The other spends decades in government, lives off public payrolls, writes books, and pushes policies to take more from the people who actually create the wealth You get paid in direct proportion to the size of the problems you solve and the number of people you solve them for Congratulations Elon, keep inspiring millions

Crypto markets don't care about your feelings. They reward discipline and punish emotional decisions.

Dear @bryan_johnson Been in this space since 2016, full time since 2020, full time content creation since 2023 Happy to be measured Fefe, 32yo

When things break they will break fast

For everyone who was long Bank profits…

For the haters... I would close / secure my longs Bitcoin will most likely go much lower