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If you're reading this your exit liq @gabbagabbagoo

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Qwerty's Quants

I'm going on vacation, won't be trading for like a month

Peace out

I leave you with this

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Qwerty's Quants

Looks like my going schizo over and over and over again telling you guys not to compare Asteroid to Cashcat is starting to make sense

Asteroid genuinely rolled over to 0 with no bounce or consolidation at all

We are already seeing the opposite of that happen with Cashcat

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Qwerty's Quants

Formed a pretty strong base for the first time since topping on Cashcat here

Just filled the most recent Vlad wick

Robinhood ecosystem looks good here ?

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Qwerty's Quants

All of retail got onboarded through Phantom and Pump.fun in 2024

Wouldn’t you think all of retail who got rinsed wouldn’t be so quick to rush back in those 2 native apps

But Robinhood ? Robinhood wallet ?

Imagine that’s the new combo for an upcoming onchain cycle

Generally speaking I believe retail would need to feel a sense of refreshment in order to risk capital again

Would be powerful, almost like you’re trading unverified penny stocks on Robinhood instead of “crypto”

An app they already know they can “trust” etc

Then we take em for it all again ?

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Qwerty's Quants

https://x.com/vladtenev/status/2078250427741556805?s=20

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Qwerty's Quants

I'm bullish on the Robinhood chain 🫡

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Qwerty's Quants

If you ever feel bad about roundtripping magical internet tokens

Just hop on geo guesser and remember how fortunate you are

The spawn point pill is real

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Qwerty's Quants

New trade idea

The bias that I hold is that the ai trade is not over, actually far from over and even though I have long term positions there are plenty of spots to trade knives and catch short term gains while holding some positions for long term

The last trade I took on MRVL I was able to exit at 293 and avoid all of this drawdown and now its $100 off that so I have rebought a big position

There's always some bias to fit your trade idea so here's the 100ema, and the "Jensen" gap has been fully filled and retraced

I'm seeing people on the timeline victory lap Jensen Huang ? Do you understand how silly that sounds

Psychological bottom here or soon for me

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Qwerty's Quants

The founder of Noxa really stepped down and gave all the fees back to the people instead of continuing to pocket it himself

He really is the Robinhood

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Qwerty's Quants

Today is a very big day for our exposure to the France long

We find out who goes to the finals

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Qwerty's Quants

2 high conviction trades shared

+9% overnight on SKHYNIX and +35% overnight on Cashcat

12 hours

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Qwerty's Quants

Up 15% since sharing here on Cashcat aswell

Great timed entries so far :)

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When you least expect it 🤭

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Ansem

Chart looks good, this coin will trade higher when Solana pumps

I believe a large part of it's original strength stemmed from the fact that Ansem deadass called the atleast local bottom on Solana and that was the narrative

I think you need to be relatively bullish on SOL here to stay full balls to the walls long on Ansem tbh

So if you think they both look good, then Ansem is leveraged sol and SOL is SOL at a level that honestly looks good to bounce

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Qwerty's Quants

Cashcat

Don't be a midcurve and say this is Asteroid PA and they are going to run the same playbook

Cashcat has Vlad interaction directly on top of it with the follow on the twitter page and he said that the Robinhood chain is great for memes

He would've and could've completely skipped over memes as a whole if he wanted to and just ran with RWA

But he is trying to grow his chain and as we know it the easiest way to do that is via memes/onboarding retail

So given the fact that he did embrace memes and has directly interacted with cashcat you can't say they are the same thing and the speculation for why "Robinhood is great for memes" is still on the table

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Qwerty's Quants

Open interest up, funding down, price up

Movie.

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Qwerty's Quants

You will trade on Robinhood and you will like it.

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Qwerty's Quants

One of the best case scenario thesis’s imo ^

Just spitballing

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When Vlad tweets out memes and Cashcat pumps the most while other things sell off it's pretty telling no ?

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- Head of crypto at Robinhood went live yesterday and said that memes are still a big factor in the ecosystem
- Vlad followed a RWA token after hard shilling RWAs over memes and it didn't kill Cashcat, in fact Cashcat is still trading above Index by a wide margin
- Coinbase man is some hot dogshit (😹)

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Qwerty's Quants

You could've deadass been born here and went straight to the mines bro

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Qwerty's Quants

Also once again just wanna remind you to not compare Cashcat to Asteroid and get stuck in a PTSD loop and assume it's going to straight line to 0

Cashcat has many factors that Asteroid never had

Cashcat is at the frontside of an entire ecosystem, not just a singular narrative that entirely depended on Elon Musk to pump it

We have seen multiple other communities emerge from the RH ecosystem like Tendies, Index, Juggernaut, etc

There is an entire ecosystem that needs the help and support from Robinhood and we have seen them providing that

Vlad has tweeted about both memes and RWAs onchain

Robinhoods main accounts are tweeting about onchain every single day

They know that they have to keep it alive and support it otherwise it will just die, there are already stakes on the line that can't be undone

Asteroid literally had 0 stakes, it was just a bunch of degenerates trying to get Elon to make us all rich

The downside was thus infinite

You simply cannot say the same about Robinhood ecosystem

It is much more of an asymmetrical bet than Asteroid ever was truth be told

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Qwerty's Quants

Situations like these show you who has been around the block and who needs a reason to stop believing

Every major coin had its big fud moment, you're living through it right now except its an entire ecosystem wide hit

Blood is in the water, opportunity is right in front of you

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Qwerty's Quants

DOUBLING DOWN ON MY FRANCE LONG

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Qwerty's Quants

If you don't have exposure to the Robinhood ecosystem I think you're in for a rough July

🤷‍♂️

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https://x.com/Quanterty/status/2077015130500366623?s=20

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Not even trolling if you don't have Asteroid dust bags for next bull run, I'm typing this with a straight face.

Genuinely what are you doing with your life ?

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Trades posted in order of most bullish to least bullish :)

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I have burnt myself more times than you could ever possibly imagine on thinking that this time will be different

But I honestly do enjoy the argument this time that it genuinely could be different

People like to believe in other people, that's how people are able to build a vision

I think you could take a chance on Vlad here and be heavily rewarded spreading chips across the entire ecosystem with Cashcat as your star child

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Qwerty's Quants

SK Hynix is down 40% in about 3 weeks, All of Korea is on margin call, 300K accounts were fully liquidated today, 7 different trade halts

This is one of those spots in my opinion where you buy the fear

Lots of emotional market behavior that is usually exhibited near the bottom and not the top

Maybe one more crazy red day where they halt markets again on a 10% wick but surely this gets some relief, leave some limits for lower if you like the trade

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