Crypto Goodreads

21 Apr 2025 12:46

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.

Crypto Goodreads

21 Apr 2025 09:06

https://fxtwitter.com/VannaCharmer/status/1914154352580718676

Crypto Goodreads

20 Apr 2025 10:12

I am short on this.

Big unlock yesterday.

Crypto Goodreads

20 Apr 2025 00:12

Related to the above

Crypto Goodreads

19 Apr 2025 21:52

https://fxtwitter.com/mattomattik/status/1913646883139944762?t=zhjXFF-jvakCd6O7Clomow&s=19

Crypto Goodreads

19 Apr 2025 10:27

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/

Crypto Goodreads

18 Apr 2025 21:49

$TRX up only 1% on the ETF filing 😅

Crypto Goodreads

18 Apr 2025 15:15

can relate, and actually, this was the main reason why I wanted to be financially free in the first place.

Crypto Goodreads

18 Apr 2025 06:49

https://x.com/0xRetardio/status/1912928513956479205?t=3sax0cNvajWH6s59b-6Ukw&s=19

Crypto Goodreads

17 Apr 2025 18:28

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

Crypto Goodreads

17 Apr 2025 14:29

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.

Crypto Goodreads

17 Apr 2025 11:57

A good tool from DeFi Llama. See when tokens unlocks

https://defillama.com/unlocks

Crypto Goodreads

16 Apr 2025 22:41

This bullrun is so over.

20 min for this hyped token and it nukes straight to 2m mcap

Crypto Goodreads

16 Apr 2025 19:56

POWELL: COULD WELL BE IN SITUATION WHERE NEED TO MAKE A DIFFICULT DECISION

Crypto Goodreads

16 Apr 2025 10:53

You could sleep peacefully for 9 hours straight every single night.

Instead you keep longing $ETH on every dip.

Crypto Goodreads

21 Apr 2025 11:15

https://fxtwitter.com/alphawifhat/status/1914243855488360718

Crypto Goodreads

21 Apr 2025 00:08

$6 per Lighter point?

This Airdrop might cook after all ☺️

https://x.com/derteil00/status/1913908410040385780?t=dvCQb90bLT4flXobGbTkAA&s=19

Crypto Goodreads

20 Apr 2025 09:36

https://x.com/naruto11eth/status/1913744261041791173?t=LP-oS5RTU4MvnhOn6lD2ng&s=19

Crypto Goodreads

19 Apr 2025 23:25

https://fxtwitter.com/DidiTrading/status/1913681426358390939?t=oFWbBmupNC04v6SxUYK2AQ&s=19

Crypto Goodreads

19 Apr 2025 21:38

https://x.com/RuneKek/status/1913620064596615449?t=5MRr1tAbGSZrSIlehxrTcw&s=19

Crypto Goodreads

18 Apr 2025 22:50

Who's gonna tell him?

Crypto Goodreads

18 Apr 2025 21:32

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 ++

Crypto Goodreads

18 Apr 2025 13:47

Long really good post about the issues with the industry today.

https://fxtwitter.com/Grantblocmates/status/1913191204344480217?t=uYTRhtQhqFtqBdFNuEZ7ZQ&s=19

Crypto Goodreads

17 Apr 2025 21:30

Me every time I go on a date.

Crypto Goodreads

17 Apr 2025 17:05

What is wrong with this industry?

zero.

https://x.com/lzminsky/status/1912865693059481617

Crypto Goodreads

17 Apr 2025 14:20

https://x.com/0xLouisT/status/1912826015610454408?t=Rr3e3PHCozPFIZCHr2oORQ&s=19

Crypto Goodreads

16 Apr 2025 23:15

This guy thinks $ETH goes to $80,000.

Crypto Goodreads

16 Apr 2025 20:55

https://fxtwitter.com/DeFi_Dad/status/1912576821398216991

Crypto Goodreads

16 Apr 2025 15:08

https://fixupx.com/karl_0x/status/1912488876205101349

Crypto Goodreads

16 Apr 2025 10:37

Be happy for what was.

This is not 2021.

Cleanse your mind of the green button and join the happy beras.