I think what made me exit my unibot position at 20$ wasn’t the thesis itself but just thinking of the likelihood people continuing to bid in size and eating -10% roundtrip.
Then today I saw someone ape 60e at 80$ and realized maybe it’s better to not think about those things…
the problem with selling here
is that i didn't go through the shit show that was 2022 and the macro podcasts and the daily threads from COCKRAN and the 4s and how binance is going to FUCK ME and pulling funds on and off exchanges
to sell for a fucking 2x
Tomorrow I'll be recording a
@CryptoMarketWiz
podcast with
@AgentChud
(formerly CryptoMessi).
What questions do you all have for him?
He actually asked me to use the batman image for the thumbnail 😂 Maybe he'll even show up in a gorilla suit...
If you post charts without tickers or cryptic bullshit, fuck you. You want people to buy your bags, so why bother with the pretension? You think you're better because people need to solve some gay puzzle to buy the top?
the weirdest thing about ct isnt that ppl have multiple alts
its watching them try to interact with each other in an organic matter
like some kind of mentally ill socratic dialogue
A lot of folks have been asking if I would still be interviewing
@SBF_FTX
at the
@nytimes
@dealbook
Summit on Nov 30…
The answer is yes. 👇
There are a lot of important questions to be asked and answered.
Nothing is off limits.
Looking forward to it…
Can now watch spot bitcoin ETF derby in near real-time…
Shows total btc held by each ETF, excl GBTC (which holds approx 550k btc).
This is thru yesterday.
Fun visual.
via
@apollosats
we had 3 months of basically up only across the board on alts
buncha airdrops, memecoins, cartel plays, aggressive repricings, etc.
beginning to suspect most ppl here are just unhappy in general
gods chosen coin on this cycle’s chosen chain
* survived dev dump
* dev tried to vamp attack later and failed
* weird gay onlyfans guy made eth clone and failed
* gcr bought the achi nft at last min
* leads risk on moves
* cb intl perps listed
* midwits stuck on unit bias
BOME lessons
* dont fade crazy volume, doesnt matter how much presale ppl are up
* the more crazy something is…the more likely it is to get even crazier
* the fact that most ppl faded makes it even more bullish
* who cares if its a cabal or not ur here to make money retard
Q1 REVIEW
* did much better than original 2024 plan / goal
* ~6xd crypto port
* find the good new tokens with interesting narratives that ppl arent talking about and size up
* most pnl came from a few trades: dym, ondo, wif
* spot over perps for longer swings
ppl hard shilling every other memecoin except wif and i think its because they fumbled the bag
i know bc i remember doing this on unibot and the thought of buying back 10 or 100x higher brought me immense physical pain
@Awawat_Trades
bull case:
* everyone wants to short
* assets frozen in bankruptcy proceedings (no more sellers)
* people trying to make it back in one trade
* thin skem books
* macro supportive (for once lol)
bear case:
* we find out how much worse it can get
* time based capitulation
post etf, btc gold market cap parity seems like straightforward long term trade if ur time horizon is longer than a year and want to maintain exposure and go do something other than hang around ct arguing about retirement or cars or whatever
genuinely no clue what these ppl are talking about wit bonds & all that hullaballoo if you have a substantial amount of money and youre trying to 20x with an extended time horizon, parking it in bitcoin is extremely free
gold is currently ~16x bitcoin's market cap at $16T
using coinbase recently
1. the app is shit
2. why did they replace coinbase pro with this advanced trade bs
3. there is a lot of absolute dog shit available on coinbase
AAAAA WTF HOLY SHIT THIS APP IS EXACTLY WHAT I WAS LOOKING FOR
human readable feed with option to filter (ie no more getting spammed with
@delucinator
's 500 txs arbing stablecoins)
going to frontrun all the influencer accounts that start posting about how next year is the year of the dragon
龙🐲 in pinyin is lóng
* its literally just long
* the accent mark over the o is going up and to the right
MANIFEST DRAGON ENERGY BROS 🐉🐉