Out of all the frameworks that I use, this has made me the most money since the day I wrote it, and consistently proves to be the most useful across markets / asset classes
The one thing I see no one talking about
Is how WLFI "magically" dumped (red line) before the crash (blue line)
Likely insiders knew, sold WLFI first, and then went on to short the market (Hyperliquid insider)
Man, this shit sucks.
yes i said this
lots of disagreement w very contextual points which i agree with, but by and large, i still stand by the statement bc it is the feels like an extremely intuitive conclusion i came to after i discover the other path
YZY was a very good litmus test as to where we are as a market
(+) on one hand, it had a nice 2x. Clearly, there is SOME incremental liquidity
(-) proceeded by a sell off. I don't believe this is a "max extract" scenario - but rather lethargy. there is no organic demand willing
on one hand, i am of the belief that we are nowhere close to the top, that because a giant celeb coin topped us in January, it is poetic that a giant celeb coin starts the run today
on the other, i fail to see where the incremental liquidity comes from, everyone is poor af
TBH crypto (both onchain and CEX) is really incredible. I've been here for 4 years, and every year there is at least 1 opportunity for one to make 7 figures in a trade. You might think that's shitty, but that basically means that every year, there is at least a 10x - 1,000x ROI
I have a deeply unpopular opinion about coins that no one would like to hear, and here it is:
- This relates greatly to all my tweets over the past few days. If you notice, I started being "less fundamentals" and less "intellectual masturbation". People have dm'ed me about this,
my point is that - the old 2020/2021 style of buying good coins dont work because the good coins launch at prices PRICED for perfection. Every single VC unlock creates further selling pressure