How have the first few days of December been for you trading wise ?
Thumbs up and down reacts to signal
Will be continuing rest of the hyperliquid journey to a mil on PVP trade, makes it so I don't need to turn on a VPN and such and if it's any exposure to a airdrop then I'll be happy
Читать полностью…$JEFF moving nicely alongside $HYPE making highs after highs
Idek if theres slippage on this website or how it works but spot positions are moving nicely
https://x.com/0x_antifragile/status/1862561670821748990
https://x.com/ThinkingUSD/status/1862570492034519096
In continuation of trying to run up my hyper liquid account to 7 figures I get to play the game I'm a lot better now and buy spot memes and chill
Basing off these two tweets I feel pretty safe aping the hyperliquid eco memes rn
Hyper liquid being the biggest airdrop ever and there being the option for you to long all of the other spot assets seems like a very free trade
https://x.com/Quanterty/status/1862546291265278223
Doubling down on the Photon thesis post $HYPE
Photon is another one of the biggest projects this cycle IMO, nothing will change about this for me
If they do a similarly distributed airdrop to hype and reward users, this will be a stimulus from heaven
If you wanna support me, start trading on Photon today using my ref all it takes is a click if you're already signed in :)
photon-sol.tinyastro.io/@Qwerty
https://x.com/Quanterty/status/1862185282918883618
At the end of the day all we really do on here is PvP each other, even on the PvE runners, someone is making money because someone else is losing money
Those are just the simplest rules of the game we play, and sometimes you gotta lose so in turn you can continue to win
You have the best opportunity to make money being early and having conviction but sometimes you don't get to be early and you have to be late with size or become exit liq
First big loss in a while
Simply charge it to the game and get back in the field
Started bidding too early but have been averaging down, put a nice house into the LIMBO coin
Looks good Ig, ideally wanna sell this by derisking a little above ath but atleast targeting like a 2-3x here I hope
Alc is on a little dip but both main runners of the day as far as I can see are both AI and both went north of 20m
Actually insane, the ai coins are long beyond a "meta" there are just ai coins now
It's actually insane that anything with ai and a pulse just goes up
I'm very bad at these coins, too midcurve I guess
Absolute shmico bottom tick on BTC yesterday
Nothing crazy but up 50% or 30k here on 60k initial
I usually lose it all leverage trading but this time I was simply patient waited for the right entries and used not ridiculous leverage so I was comfortable going in with decent size and was prepared to DCA if we went lower
Been dropping some heat on twitter recently
First dropped Canguro around like 400k like 3 days ago cause one of the homies dropped it in my dms, it just tapped 4m today
And Jizzcoin was lowkey a cook today if you sold atleast, first dropped that at like 500k I think and it ran to 9m
This channel I like to keep for shit I know has potential to have huge volume like quant and I know that me calling it doesn't have too big of an effect on how it plays out cause I know it should get big buys regardless
The good narrative stories are where we do best in here, but I'm always dropping hints on shit I'm buying on twitter you just have to look for it a little more
Reasons for that kinda being if I think something will have a ton of volume everyone gets to cook regardless of where we enter, but if I just drop canguro here at 400k and it gets bought up maybe CTO team doesn't get enough supply and it doesn't play out this way, shit like that if that makes sense
https://x.com/Quanterty to follow along with the other side
My thoughts on the current state of things in the market, not that anyone cares but here it is if you take the time to read
October - Good month, start of AI szn, but lots of uncertainty surrounding the election still really good volume
November - Trump wins, best onchain month ever, coinbase and binance listing memes like we’ve never seen, pretty insane that we just printed infinitely for 30 days straight
November isn’t sustainable though, I think about how many good traders I saw last month take home high 6 figures - low 7 figures and these aren’t the type of people who are going to give all that back I don’t think so consider that money out of rotation that they looted from the arena
So I begin to notice a pattern that happens within onchain and I realized that onchain is very cyclical, warmup phase -> euphoric onchain conditions -> massive reset/cooldown repeat
But when you look at it on a long enough timeframe as we continue to grind up with BTC it looks like a chart to me that is constantly just making higher lows in terms of where we are at onchain
Below I’ve attached what I mean, green representing onchain euphoria, red representing cooldown and yellow starting the warmup
Currently I think we are in the cooldown phase, I think almost everyone would agree with that, but because we put in a “higher low” the cooldown phase at 100k btc is a lot better than we have seen in the past, you still have opportunity to cook on coins going 8 figure marketcaps everyday like $CHAOS on base the other day, the mindbath launch, and more. It just becomes harder to catch everything and overall you should be protecting your capital more during these times
All the money is there waiting to come back into onchain, it just needs a fire to start it, i.e the 100m runner of the month moodeng, goat, chillguy, what will the 100m runner of the month be for december ?
Another way I look at it is there's a vibe meter, when coins are up and onchain is good vibes are good and everyone will continue to print, during the inverse vibes are bad and they will sit like that until something changes the vibes
Its like the bitcoin fear and greed index but instead its the qwerty onchain vibes index, rn vibes are shot crazy because onchain sucks and everyones memes r literally in the dump
So I mean I think you’re best off playing a little tighter rn, still take advantage of what’s in front of you because there is still motion everyday just like be a little more conservative I think
So the cycle that I’m taking about comes and goes in the form of during the red phase a new idea is born, during the yellow phase you have limited time to size into this massive new idea that happens, and during green is when all of the liquidity pours over and onchain is just insane for a few weeks
Moodeng - first animal in our memecycle to go giga viral ( new idea )
Goat - first ai agent coin ( new idea )
Chillguy - first coin to break the normie barrier ( new idea )
This cycle can and will infinitely repeat, if you don’t find the monthly meta in the red zone, size in during yellow and get risk on with the market, don’t be the guy blasting euphoria
Let’s hope December heats up soon but that’s just my two cents, thanks for listening if you made is this far
I think the narrative is strong enough to do it's own thing
But this is something to consider when doing your thesis building around the coin
Let's see 🤞
Got caught doubting the trade for a second and played this really bad but thesis was there and right
Everything is uppppp on HL eco
Hopefully this has an onchain effect this month and we see the greatest month of all time
December gonna be one for the books
https://x.com/Quanterty/status/1862942766113673544
Said I was chasing a mil this month, ended up taking home 2
We had another great month in Qwerty's Quants
Let's kill it again in December, 1 month left
Seize the opportunity
A rising tide lifts all boats
Hyperliquid eco will continue to mark up IMO
Billion dollar stimulus into the eco where everything behind HYPE is doing baby numbers in volume
Here's my setup, I am top blasting basically everything as majority of everything is up violently since last night which isn't everyones trading style
Simply just tailing the ThinkingUSD thesis cause I think he's right
Don't know why I constantly entertain the negative reactions but it's just cringe lol
I run a completely free telegram that I make 0 dollars from as I take no paid calls and yet you're in here presumably because you think you're going to find value ? If not why else would you be in here
And if you're in here looking for value and are finding value as I feel like I consistently provide why would it be a problem for you to support me ? Just takes a click and you're in on my ref doesn't change anything ab your trades
Appreciate those who have, and even if you choose to opt out of it ? It's so easy to just be a positive person and not leave negative reactions
Gm, happy thanksgiving
Down a lot of money(gonna DCA out the loss here prolly)
But thankful for everyone in here
Enjoy your holiday ❤️
I'm gonna go drink now
Limit orders are set up
The lose it all or over night 50k p strategy is in place
I actually can't trade ai coins for shit this is insane, I'm actually so cooked until I just start buying these shits
Читать полностью…I don't know much about leverage but I've been in crypto for long enough that sentiment and charts kinda make sense to me, gonna try and run this 60k initial on hyperliquid up to 7 figures across the next few months
Читать полностью…gn though
BTC longs are up
Hopefully tomorrow is another good day
Today was gen yet again
Will add more at 88k if we get there per my quants (I don't have a clue what I'm doing)
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