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Nikita Gorev
@Gorev111
speculator | researcher
4.5K Following    917 Followers
expecting $AI, $PONS, and some of the projects with team members attending the Robinhood Summit to do well. HOOD Summit '26 takes place on September 29-30.
Pack light for HOOD Summit.
when a nigga is so unprofitable and down bad on his wallet that niggas think he gotta have “side wallets” 😭🙏
this is exactly why private ballots matter. if we could use something like @theInterfold ($FOLD) for online voting through Russia’s state-run Gosuslugi service, with individual votes remaining private and only the final tally being verifiable, we could get a much clearer picture of what Russians actually think about Putin and the war. stronger democratic systems could be built around confidential ballots with verifiable tallying, receipt-free voting, and no trusted ballot operator. privacy isn’t just about hiding information. it can be a prerequisite for people to freely express what they actually think without fear of pressure or retaliation.
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There continues to be a lot of quiet dissent against the regime, which expresses itself any time some kind of channel appears (in this case, the "election" taking place right now) (The goal is not to literally get Putin to politely step off his chair; the election is of course manipulated to hell on multiple levels, and even if he loses he will just ignore it. Rather, the realistic goal is to delegitimize the regime as much as possible, denying it the internal cohesion it needs to pursue the "total war" path so that it has no choice but to take the peace path)
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1/ Payment companies are built around one main relationship: You use the rails; they run the company. @crediblefin is trying something broader. The same people using the network can also own part of it through solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta Pay attention to what I’m saying 👇🏻
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bull market uptrend Nothing beats fast dips and quick leg ups in a bull market uptrend. spot and chill Nothing's worse than long, sideways, bleeding chop in a bear market downtrend and accumulation phase. We're in a bull uptrend. Dips won't go as deep or last as long as sidelined capital expects. That's just what 7 years of watching these markets has taught me. tokenization & agentic AI as cycle narratives focus robinhood chain for assymetric onchain opportunities If you aren't well positioned in clean narrative leaders for max ROI, scanning for bottomed out setups as a trader can be rewarding too, rounded bottoms and/or HTF downtrend reversals, filtered to coins sitting in strong cycle narratives. Still early innings, bears slowly flipping into bulls. Most are sleeping on how quickly TradFi and institutional money are pushing into onchain market share. Off ramp gradually into onchain legs. Rotate into narrative leaders with momentum. Ride the bull. TP into euphoria. Sit more in cash. Slowly rotate into a monthly world ETF plan. Protect capital, no chasing. As the cycle hits price discovery, scale size down and shift into day trading mode, first inning approach, hunting only the cleanest patterns and onchain setups for the last asymmetric innings. Everything in between, size in early on top narrative leaders, spot and chill, ride the trend, ignore the chop, block TL noise. First and last innings is where the day trading makes most. Still building your capital base (100k)? Full focus. Earn this, daily work, especially through a bull run. It's hard, but worth it. No learning without failure. Every highly profitable trader has spent years battling their own mindset to get here. No shortcuts. Scam your way up and you'll lose it just as fast, plus the one thing no amount of money can buy back, the ability to look yourself in the mirror with pride. Wealth has to grow in step with your mindset, not ahead of it. But thats just my thoughts and framework.
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mental illness traders finally hit a winner and instead of holding onto it they sell and start oversizing into underperformers outsmarting themselves and losing it in the process. One of the worst bull market mistakes you can make you found a young Conor Mc Gregor and dump him to manage Manage Tyson for his next fights
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Some big whale decided to exit $CRED. At the same time, one of the better traders I know decided to buy @crediblefin. Does it matter? Yes, a little bit. I have my own thesis. I looked into CRED again, and it still looks great to me, with plenty of potential catalysts ahead, like an announcement on rewards for holders, a large potential client, card processing, a Tier 1 CEX listing (maybe even a Korean listing, just like @MetaDAOProject has).
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Identify your edge and stop borrowing conviction from someone else's. Your tired of loosing, but you keep showing up bright eyed and bushy tailed with a pocket full of money to someone else's home feild. Your never gonna beat the person with ten thousand hours if you've only put in a hundred. Focus on your game, and own the home field advantage. You don't need to be good at everything, but you sure as hell need to be really great at one thing. Figure that part out, and the rest should fall into place. I understand my edge does not lie in memecoins, or attention trades, so i simply avoid them. I've saved myself a lot of money and heartache doing this
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Does capital actually rotate back to Solana? On volume it looks like it does. On fees it mostly doesn't. Last week Solana did $21.2bn in DEX volume and Robinhood Chain did $10.6bn. Solana's share went from 57% to 67% in one week. Solana gained $3.1bn of volume. Robinhood lost $2.9bn. Almost dollar for dollar. Robinhood's drop was mostly Uniswap, down $2.7bn, which is cheap RWA and stablecoin flow. Solana's gain was mostly prop AMMs and Orca, trading SOL and stables. That's mainly bot and market-maker volume. Fees tell the other half. Robinhood lost $30.5mm in the last 7 days. Solana gained $4.9mm. The fees came from Pons. At 1% per trade, Pons fees halved from $39.2mm to $19.0mm. Pump and Stonk added $0.9bn of volume, nowhere near enough to replace that. This shows that there was no big rotation to Solana. It was a decrease in trading activity entirely.
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listen to this g and learn RULES TO MAKE GENERATIONAL MONEY 1. don’t borrow someone else’s confidence. develop your own thesis. you have to like the coin. 2. learn when to avoid buying coins - study sitting in USDC. in a bull market, you can hold longer. 3. 99% of coins are shitters with broke devs - look for solid, top-level devs. most devs are ngmi broke ni99as. 4. avoid KOL plays - forced narratives pushed on the goyim. 5. avoid overcrowded trades where all the ngmi fa99ots are in it with a lot of profits already, unless it’s a PVE gigarunner. 6. let your runners run - don’t sell solid projects with solid devs. 7. avoid lowcap shitters. this is nothing but gambling. 8. risk management is important. don’t put your entire portfolio into a memecoin - your mind will be much more relaxed.
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10 iron rules i stick by when buying coins onchain
You asked for more visibility. We built it. The new Credible Transparency section brings payment volume, onchain financials, $CRED price data, ownership and token transparency into one place. Also, financial statements are coming soon. It’s all now in one place on our website.
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I started building @Salpha_bot to automate my own research, and to give AI coding a try. The MVP went live in mid-April. Five months later, @Salpha_bot is a full research index for on-chain coins. It is used in over 300 group chats, reaching more than 22,000 members. Until now, that index answered one report at a time. Today that changes. Salpha chat is live. Salpha chat puts our entire research index in your hands. Ask it things like: - "List all utility coins that launched on @RobinhoodCrypto today above 100k mcap" - "What is group chat and X sentiment on this coin?" - "List FOMO trader positions and thesis on this coin" Research that took an afternoon of looking through X, group chats and block explorers now takes one message. Inside our community group, Salpha chat is free. Your questions make the product better and shapes what we build next. Outside the community, chat runs as a paid service for your own groups and DMs. To be clear: the free reports are not going anywhere. They are the core of Salpha. We will keep improving the free and paid versions side by side. More chains, more data on each coin, and faster reports for everyone. What we are building is bigger than just a research assistant, though. Coin discovery today is a manual grind. You watch fifty group chats, check the deployer, find who was early, and track which callers have a good record. The best traders do this full time, every day. Most people simply don't have the time to keep up. We are automating that entire process and putting AI on top of it. What took hours now takes minutes, and the edge that belonged to a few full-time degens becomes available to everyone. We think this is how coins will be discovered and traded from now on. This release is only the first version. It only gets better from here.
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A private market without liquidity is mostly a waiting room. RCM is being designed differently. Robotics assets become markets people can enter and exit, rather than positions that remain locked until an acquisition or IPO. 24/7 markets for the private robotics economy. In development.
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There are no research firms covering data trenchers actually care about. Everything published is aimed at funds. majors, unlocks and protocol revenue won't move a low cap trade. That's why we founded @sparsitydata. We cover the other side. daily wallet flows, holder strength, attention and much more. Everything that helps you navigate the trenches
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Been in the trenches for many cycles and the same thing kept bugging me. Every research report out there is written for funds, none of it helps when you're trying to figure out the day to day onchain flows. So we built @sparsitydata. Free research, every day, straight from the trenches.
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was touching grass in the forest