An archive of tweets, threads, articles, blog posts etc. that I find interesting within crypto
Over 200 comments. Lots of suggestions for places to put your stablecoins to work.
Also, lmk where you are putting your stables
https://x.com/Route2FI/status/1914787013603262932
https://fxtwitter.com/TheiaResearch/status/1914728360577835341
Читать полностью…It's not that complicated :
- We're in an altcoin bear market so long BTC.D
- Whenever an altcoin is up 2-3x, scale in to short the spikes
- Manage sizing properly to avoid every risk of being squeezed
- Short hope
- Never try longing this filthy creature called ETH
https://fxtwitter.com/alphawifhat/status/1914243855488360718
Читать полностью…$6 per Lighter point?
This Airdrop might cook after all ☺️
https://x.com/derteil00/status/1913908410040385780?t=dvCQb90bLT4flXobGbTkAA&s=19
https://x.com/naruto11eth/status/1913744261041791173?t=LP-oS5RTU4MvnhOn6lD2ng&s=19
Читать полностью…https://fxtwitter.com/DidiTrading/status/1913681426358390939?t=oFWbBmupNC04v6SxUYK2AQ&s=19
Читать полностью…https://x.com/RuneKek/status/1913620064596615449?t=5MRr1tAbGSZrSIlehxrTcw&s=19
Читать полностью…Been a lot of memes and shitposts in the last 2 months in this channel.
That's not the intention, but there really isn't too much to trade on, so I spend my time farming airdrops: Lighter, Ostium, dYdX, Sonic ++
Long really good post about the issues with the industry today.
https://fxtwitter.com/Grantblocmates/status/1913191204344480217?t=uYTRhtQhqFtqBdFNuEZ7ZQ&s=19
What is wrong with this industry?
zero.
https://x.com/lzminsky/status/1912865693059481617
https://x.com/0xLouisT/status/1912826015610454408?t=Rr3e3PHCozPFIZCHr2oORQ&s=19
Читать полностью…https://fxtwitter.com/SerrDavee/status/1914752551700054440
Читать полностью…Looks like the ZORA team will have a good payday tomorrow at least (ref. above screenshot). no wonder why they give AF about launching absolute dog shit
Читать полностью…Trading Reflections for 2025 YTD
- Haven't done one of these in awhile but thought I'd bring it back (with no more numbers this time).
- Generally pleased with how I handled the last few months. They've been exceedingly challenging, with multiple minefields on both long and short sides for select coins. For the most part I've stuck to my gameplan of reducing trade volatility in times of increased uncertainty and reduced PNL volatility.
What I did right
- Called the regime top (with the broader Tangent team's help) in Jan and expressed it via increasing # of short trades and decreasing # of long trades.
- Put on a very large SOL long that netted the largest PNL trade of the year in March that really helped to smooth the PNL curve.
- Dropped trading volume frequency by ~65% in later end of March and April to protect capital.
What I did wrong
- Did not manage to catch the 74k bottom on material size. Generally was offside for the most part of this recovery given the bear bias I had (and still have). It was very difficult to navigate broader macro given my lack of expertise and I did not have the confidence to risk large amounts of capital at mid 70s. Will need to do more homework and reading on the macro front to understand what indicators are leading / lagging.
- Isolating the HTF and LTF biases and expressing them via perps. Think I could've played the bear market rally a lot more aggressively if I noticed early signs like FARTCOIN moving up 3-4x showing early signs of the broader alt market forming a MTF bottom.
At this point I'm flat again, but you know how this game goes. I'll probably be back with another long or short tmr.
https://fxtwitter.com/VannaCharmer/status/1914154352580718676
Читать полностью…https://fxtwitter.com/mattomattik/status/1913646883139944762?t=zhjXFF-jvakCd6O7Clomow&s=19
Читать полностью…No matter how many hours you log, if you’re chasing everything, you’re catching nothing.
You can’t outwork a lack of focus.
https://contrarianthinking.co/the-real-reason-youre-not-growing/
can relate, and actually, this was the main reason why I wanted to be financially free in the first place.
Читать полностью…https://x.com/0xRetardio/status/1912928513956479205?t=3sax0cNvajWH6s59b-6Ukw&s=19
Читать полностью…He might be right.
As you can see it is the next biggest trading perp DEX, and in invite only for now.
Invite link if you need:
https://app.lighter.xyz/trade/ETH?referral=4607X2WQ
Becker has been saying this for 2 years straight, while prices grind lower for every day.
When will you understand that it is in his nature to remain positive and optimistic about the markets at all times.
Why?
Which DeFi protocols and tokens would otherwise give him huge deals for shill their stuff if he is negative? He needs to be optimistic to attract more deals for himself.
Meanwhile he will dump the bags on your head while tweeting bullish stuff.
A good tool from DeFi Llama. See when tokens unlocks
https://defillama.com/unlocks
This bullrun is so over.
20 min for this hyped token and it nukes straight to 2m mcap