Cat's Journal 🐈💎

Inflation looks good, rate cuts secured in September 🫱🏼‍🫲🏻 So, inflation continues to do good despite the Tariffs. Granted, Powell still has a (on paper) restrictive monetary policy with actually relative high rates (all other big western national banks…

Inflation looks good, rate cuts secured in September 🫱🏼‍🫲🏻 So, inflation continues to do good despite the Tariffs. Granted, Powell still has a (on paper) restrictive monetary policy with actually relative high rates (all other big western national banks cutting) and we still have our hated QT going on. It looks like September will be the time to cut rates and maybe even stopping QT officially. So macro data looks good for now and I am less and less unsure about a "big" September/October crash, however a usual correction should make sense nevertheless. So, the path is still the same (see my shared notes attached). I have sahred in the community $OCB as a very good play too which should not be unknown to you anyways (the ones that are in the community). I think it has a massive R/R potential and can do good no matter the markets as this is not a usualy "utility project" or anything. Check it out here: @OnChainInvestors or via my tweet here: https://x.com/catinvests/status/1955282109205033334 ~Cat 🐈

More action in the community! This Journal is currently a bit more silent as macro wise everything is covered and the path should be very clear and no need to update anything as long as we are up only. We should be up only at least into the end of August, potentially going into mid September. On-Chain still very low volume so I don't call anything really right now in here as everything is much higher risk as even bigger and connected teams facing problems. However, Crypto never sleeps and there are ALWAYS opportunites... Those opportunities are still being shared in the @OnChainInvestors community, so join in and don't miss out. The last good mentions there were $GOF which did already good work and will probably go a lot higher and also $FRAME for example. ~Cat 🐈

$ETH base case chart... #GMs 🐈☀️ Markets actually good (despite the pull-back) and ALTs actually shit (despite the earlier pumpage)... Is what it is, we are used to suffering... Please read my tweet and see attached what I expect from $ETH this year/cycle.…

GMs 🐈☀️ a and quick macro update I have been a bit less active the past days but back to it again now! I think we are still EXTREMELY BULLISH on the macro. I could see us have another dip to 110k but latest then we resume with the up-only. I still think it is plausible to have a September/October shake out where #ALTs will finally bottom out against $BTC. This would also mean #BTC.D finally beginning a sustained downtrend. I believe #BTC.D has topped though already pretty much. This will also mean that soon $ETH is gonna break 4k and I think 5k+ will be doable in August/September before the anticipated shakeout. Whether this finally rings in some volume for $ETH on-chain I don't know but it certainly can't get worse.... Let's stay strong 🫱🏼‍🫲🏻 Every day you put in the work in this industry will pay off eventually when the time is right. ~Cat 🐈

$ETH base case chart... #GMs 🐈☀️ Markets actually good (despite the pull-back) and ALTs actually shit (despite the earlier pumpage)... Is what it is, we are used to suffering... Please read my tweet and see attached what I expect from $ETH this year/cycle. This is just a reminder because I know sentiment is very bad again after this pullback! Don't lose the forest for the trees... https://x.com/catinvests/status/1951617691883585648 ~Cat 🐈

Cat Trade 🐈📈 I have bought $ELYSYN - Elysyn AI — — — 🐈 Personal Thoughts — — — I have shared $ELYSYN in the #CatCommunity already but IMO this deserves an official Cat Call 🫱🏼‍🫲🏻 The project features as the first utility a “Volume Market Booster” which…

https://x.com/catinvests/status/1950901573296550399 ~Cat 🐈

Cat Trade 🐈📈 I have bought $VEIL - Veil Protocol — — — 🐈 Personal Thoughts — — — I have shared $VEIL in the @OnChainInvestors community already right after launch but I think you are on luck because it didn’t move much (yet). The team has planned and built this up for a long time already before launch and there is lots coming 👀 The owner himself also considers doxxing but it’s not set in stone yet. As far as I know he is doxxed to a few people in private already and this minimizes any risk already. The fact that they are aiming to acquire a $TAO subnet (and have the means to do so) should tell you everything you need to know 🫱🏼‍🫲🏻 Make sure to read their Twitter, it is doing a good job of getting you introduced in small bits to $VEIL. — — — 💡 Project Description — — — Veil Protocol provides a decentralized AI infrastructure built on a custom TAO subnet on the Bittensor network, empowering users through secure, private, and user-controlled AI solutions. Central to its innovation are sophisticated AI agents (including customized chatbots, multimedia content generation, autonomous task agents, and personalized AI avatars), each configurable to user-defined privacy settings. The protocol operates via Tennet™, a decentralized AI application initially developed for iOS and browser, with an Android version planned. Treasury inflows from app usage are swapped to $VEIL which links token value directly to network demand and allows staking rewards to not be generated by token inflation. — — — ℹ️ Project Info and Socials — — — CA: 0x1f670f86D3346ce3655F3Ee588597b83e4bC5F94 Dexscreener: https://dexscreener.com/ethereum/0x6255f3c706047dfa1364e9a881297f98bd1cb69c Website: https://veilprotocol.net Telegram: https://t.me/VeilProtocol Twitter: https://x.com/VeilProtocolAI Documents: https://veil-protocol.gitbook.io/veil-protocol-white-paper — — — ⚠️ Risk Management — — — As this is a trade for me I am conservative with my investment and take profits sooner rather than later as part of my risk management. I am buying a reasonable sized bag according to my risk management and hope to DCA down to increase my bag size while lowering my buy-in price. — — — ☝🏼 Remarks — — — My mission is to find trades with an amazing R/R while avoiding hard rugs. Each project I post I am always invested in with my own money; whether or not I have been given a payment to support. This is not financial advice, I am just sharing my trade approach. ~Cat 🐈 💡 Keep on sharing the post as the more we are, the bigger the difference we can make together for projects that deserve attention. https://x.com/catinvests/status/1950626603408777709

On the question "is this safe?" ... and a few thoughts regarding R/R, risk management, larps, etc 🫱🏼‍🫲🏻 IMO we have to differentiate between two things: 1) making money 2) supporting projects that we like We are here to make money and should act accordingly! If we like a project, we can also support it without having a bag :) This place chews you up if you don't follow a few simple (yet very hard) rules. Take a read on the attached messages I sent in the @OnChainInvestors community. ~Cat 🐈

Cat Trade 🐈📈 — — — — — — — — I have bought $DVERIFY - DeepVerify — — — 🐈 Personal Thoughts — — — Now, I have been in and out if $DVERIFY but after I saw the dev pushing through the bad markets, the absence of KOLs back then and everyone already have lost…

Cat Trade 🐈📈 I have bought $HALO - Halo AI — — — 🐈 Personal Thoughts — — — I have been aware of $HALO for quite some time but the drop of their new roadmap made me buy. The project itself is over one month old, which is always a good sign as it is signaling…

ETH to 5-6k in August? Just a reminder that I do expect $ETH to rally up from here to anywhere from 5k to 6k (hopefully a bit more even). So a "decent" amount above ATH. Read my base case again here: https://t.me/catinvestsjournal/963 1) "Small" rally now 2) Correction in September/October 3) BIG rally then into Q1 Just a quick reminder to not get bearish basically :) ~Cat 🐈 https://x.com/catinvests/status/1949121644162691093

In the meantime... GMs 🐈☀️ We are back to low volume coming from a "bit less low" volume 😅 I was very wrong so far on expecting volume to come back but it is what it is... it will come back eventually 🫱🏼‍🫲🏻 The silver lining is that after $ETH inevitably…

Cat Trade 🐈📈 I have bought $ELYSYN - Elysyn AI — — — 🐈 Personal Thoughts — — — I have shared $ELYSYN in the #CatCommunity already but IMO this deserves an official Cat Call 🫱🏼‍🫲🏻 The project features as the first utility a “Volume Market Booster” which aims to be a market maker replacement for project owners especially for low cap projects which then will be “sold” to projects teams and the revenue will be used for buybacks. If it works good, this can catch on hard. Here is the teaser for the Volume Market Booster: https://x.com/elysynaieth/status/1947703859192779076 A few good names also getting onboarded for advising/KOL work and the team itself is hard working and willing to push and acting very legit so far. — — — 💡 Project Description — — — Elysyn AI: Redefining On-Chain Trading Intelligence The future of DeFi isn’t just smart, it’s autonomous, explainable and unstoppable. Meet the AI-native protocol that’s reshaping liquidity on Ethereum. Smart Trading Reinvented Elysyn is more than a protocol. It’s a: •Trading engine •Liquidity sniper •Market-making wizard All powered by explainable AI not black-box voodoo. 💧Volume Market Booster Tight spreads. Deep liquidity. Real demand. Our Liquidity Engine boosts: • Token volume • Price discovery • Trading incentives All without CEX middlemen. ⛓Multi-Wallet Orchestration Think 10 steps aheads, Elysyn coordinates wallets across chains to: • Simulate demand • Optimize LP depth • Adapt pricing in real time It's like having a quant desk but on-chain. 🛡Trustless & Transparent No black boxes. No hidden flows. Every strategy & move is verifiable on-chain through smart contracts. Full transparency, zero compromise. 🧠Explainable AI We’re not just AI-powered, Elysyn’s models: • Adapt to markets • Generate human-readable logic • Keep devs, DAOs and LPs in control This is AI you can trust. ⚙️Built for Impact Elysyn Ai tackles: •Thin liquidity •Price manipulation •Broken LP incentives With a protocol built from real R&D not hype. 🔐Smarter DeFi Starts Here Whether you're a Degen, DAO or token founder this is your liquidity engine. Integrate. Build. Scale. Elysyn AI is your alpha layer. — — — ℹ️ Project Info and Socials — — — CA: 0x8D813084CD4f7d6f663631E4f568d7C879371d29 Dexscreener: https://dexscreener.com/ethereum/0xffe0591c91ed334985be24f9568ad37d8bee4b1e Website: https://elysynai.io/ Telegram: https://t.me/Elysynai Twitter: https://x.com/elysynaieth Documents: https://elysyn-ai.gitbook.io/elysyn-ai-whitepaper — — — ⚠️ Risk Management — — — As this is a trade for me I am conservative with my investment and take profits sooner rather than later as part of my risk management. I am buying a reasonable sized bag according to my risk management and hope to DCA down to increase my bag size while lowering my buy-in price. — — — ☝🏼 Remarks — — — My mission is to find trades with an amazing R/R while avoiding hard rugs. Each project I post I am always invested in with my own money; whether or not I have been given a payment to support. This is not financial advice, I am just sharing my trade approach. ~Cat 🐈 💡 Keep on sharing the post as the more we are, the bigger the difference we can make together for projects that deserve attention. https://x.com/catinvests/status/1948070548275417253

In the meantime... GMs 🐈☀️ We are back to low volume coming from a "bit less low" volume 😅 I was very wrong so far on expecting volume to come back but it is what it is... it will come back eventually 🫱🏼‍🫲🏻 The silver lining is that after $ETH inevitably will have toppped (I anticipate Q1/2026) we will still have lots of liquidity flowing around. So for everyday we are "now" missing the volume, we will get it after the $ETH top, just like last time. Everyone still in greed mode, everyone still has lots of money to ape, etc. Also a quick update on the last Cat Trades 🐈📈 from this Journal: $INSPI $HEX $WLAI $DVERIFY $HALO I expect all of them to still run, once liquidity comes back and I am still holding all of them. $HEX had a decent run in the mean time already for a 5x but I have bought back and will hold for another leg. The rest didn't perform yet but all teams still hard at work 🫱🏼‍🫲🏻 We had some very good runners from my Twitter mentions (a bit higher risk) and also from the @OnChainInvestors community. A 10x even with $ZENT, a few 3-5xs with $SILEN or $NUAI but also a few that didn't perform so hot like $LGPT The important part is to always have a similar bag size on those trades, so one winner easily makes up for a loss 💡 ~Cat 🐈

Cat is back 🐈 and talks about his base case yet again #GMs 🐈☀️ Hope you all doing fine! I am back from the family vacation 🙏🏼 $ETH in the meantime has not stopped rallying and this is IMO the only "missing ingredient" for more on-chain volume. First of all: I think we have nailed the macro extremely well on this channel and the even the timing was mostly right too! For now it is very hard to say when $ETH is gonna go sideways for a bit and also when it does if $BTC takes over again or if we have a few days/maybe weeks of #ALTs action when both $BTC and $ETH go sideways. It shouldn't matter too much anyways IMO as we are looking at prolonged "sunny" times for the on-chain / #ALTs market. ‼️ To repeat my base case 1) Big rally now until August / September with $BTC hitting anywhere from 150k to 200k and $ETH it is hard to say but anywhere from 5-8k could be in the cards. 2) I think a "regular" correction of 20-40% will follow in September / October and possibly as "last" big shakeout on #ALTs. I am talking mainly about a BTC-pair related shakeout on Alts here and so some Alts may rally from here to September e.g. 2x, then lose 50% again and basically are at the same levels while BTC may be at 150k or something. Just to showcase what I mean. 3) After that and starting from October / November we are in for a bubble type of rally on $BTC and $ETH and as #ALTs have finally bottomed they are now starting to slowly outperform in the beginning and outperform hard in the end. I think this rally will go into Q1 of 2026. Price targets in this bubble type are literally impossible to call but I would say at least 300k $BTC and at least 10k $ETH are possible. Maybe even 2x those. Do NOT underestimate how small crypto is still comparatively and HOW MUCH sidelined money come in from companies and institutions. Also, in a bubble, everybody is in greed mode and as nobody is willing to sell it doesnt even take that much capital to pump the prices. Just look at what $ETH is doing right now: literally up only as nobody is selling. It didn't take that much money to pump it. So, this is my base case, it can change any day with new data coming in but I will let you know. I have talked about the fundamentals a lot, like rate cuts, crazy spending from Trump, Trump itself wanting to pump crypto especially because he personally profits a lot from it as well as USA does from stablecoins buying short term treasuries over BTC and ETH treasury companies FOMOing in the pad their balance sheet. ⛓️‍💥 What about on-chain? Nothing really is changing for us on-chainers anyways: we play shorter term trades (EVERYTHING is short term IMO, if you really like a project, take profits after 10x and then re-buy lower, don't be stupid) to make profits and rotate those into the long term holds like $TAO as example of a big cap or $PEAS as example for a low cap. I will mostly take profits in the big run up in Q1 and that's all we need to do to literally 10-100x our portfolio 🫱🏼‍🫲🏻 ~Cat 🐈 https://x.com/catinvests/status/1947293388908228925 $BTC chart in the tweet