Cool
Grok is the leading client for agentic traders on Coinbase currently.
Grok is the leading client for agentic traders on Coinbase currently.
it’ll be obvious in hindsight
if im wrong, im wrong
if im right, im very right
i think there's something important i need to clarify about my trading style
especially for those who insist on copytrading me
i am a degen trader at heart
i do NOT expect to win all my trades
in fact, if i suddenly started winning everything, i'd be worried
because that probably means i'm playing it too safe
my entire strategy is built around finding and positioning early in the NEXT major narratives and metas
often before anyone cares
that means:
i will lose a LOT of trades
i will sometimes hold underwater positions for months
i will sometimes enter way too early
i will sometimes roundtrip some trades
and sometimes i'll get lucky and hit a massive winner almost immediately
that's the game
i'm not trying to make a comfortable 2-3x on a large cap
i'm a 'moon or bust' kind of trader
i'm hunting for the massively asymmetric wins
the 50x
the 100x
the 1,000x
because the math changes completely when you're playing that game
i'd happily buy 100 coins, lose on 80-90 of them and have just 10-20% become massive winners
because those few winners can more than pay for the entire basket 10 times over
that's also why you should NEVER blindly copytrade me
i trade very differently from most people on CT
a lot of traders post a coin with vague hype words or phrases like:
'trillions'
'flip the stock market'
'this is the future'
and that's about it
my entire personality on the other hand has been built around posting extremely wordy, in-depth thesis for even the smallest of my trades
i'd rather explain exactly why i'm buying
i usually lay out the thesis
the data
the catalysts
the comparable projects
and what i think is realistically possible
so people can actually understand the trade and form their own thesis
not blindly follow mine
and this brings me to something else:
my fomo wallet is my DEGEN WALLET
yes, it went from five figures to $28m+
yes, it became the #
1# all-time trading account on fomo in just a few months
but none of that changes what the wallet was built for
it was ALWAYS my degen wallet
i have always been clear about that
and the fact that treating it that way helped me reach 8 figures in a few months is EXACTLY why i'm going to keep doing it — and i honestly do not think that should surprise anyone!
more trades
more risk
more losers
more shots at asymmetric winners
because i'm not trying to win every trade
i'm trying to find the handful of trades that matter
so please:
don't copytrade me
but if you're going to ignore that warning anyway
at least understand the game i'm playing before you start whining because one of my trades that you copied goes wrong
you're not copytrading a conservative portfolio
you're copytrading a degen strategy designed to hunt extreme asymmetry
know what you're getting into
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it’s a diamond holders market now
the people who buy with conviction and hold through all the volatility on the path to destiny will continue to be rewarded
new tech involved that rewards it heavily (+ social trading)
hard part is knowing what is “good”
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This is the time of the market to double and triple down on conviction plays
As time goes on you’ll want to reduce risk and take profits, but we are a long way from any sort of real euphoria stages yet
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also this doesn’t only pertain to grok, this is just where my focus is personally because im in a position
across the board, esp going into the weekend, there are some good dips imo that if you like them long term, wouldn’t be bad entries (nfa)
what else are you looking at?
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this has been one of my favorite trades to be in a while
we finally got a meaningful pullback, from ~6.5m down to ~2.6m at the lows
obviously price going down isn't fun lol, but these are the moments where i like to look at everything besides price and see if the thesis is actually getting weaker
so far, i don't think it has
what im looking at:
> 5,500+ holders now
we were around 5.1k when i last checked, and holders continued growing through the pullback. that's probably my favorite datapoint right now
> 12,000+ grokifications
the site is showing 12,348+ pfps made. more importantly, im still seeing new pfps organically all over my feed
> millions of eyes on the original trend
serio's original post was already around 5.8m views when it was tracked a few days ago. this was a viral trend before it was a coin, which is still one of the things i like most about it
> volume is still meaningful
even after the pullback, we're still seeing ~$1.3m in 24h volume and ~$10m over 7d. there's still real activity here
> distribution still looks good
the biggest visible holder on opensea is only around 2%, with 5.5k+ wallets overall (kek). i really like seeing the holder base expand instead of getting more concentrated
> the pfps still hit
probably the simplest part of the thesis
recognizable enough that you know exactly what it is, but personal enough that everyone can make it their own
> bigger than one viral moment
grok represents a much bigger ai narrative to me
naturally aligned with grok + x, while also paired to $SPCX through stonkfun
i've received and sold over $7k in $SPCX now just from holding
that's why im watching acceleration, not just price
holders
pfps
views
volume
languages
notable accounts
brands
derivatives
price had a meaningful pullback
the other variables im watching haven't
that's what matters to me right now
i definitely have some price targets and potential comparisons in mind, but id probably sound delusional
they look good though, and all the right variables keep checking off in my head
grok to the moon 🤖
(as always, this is a trade. ive sold and will continue to sell along the way. taking profit and having conviction aren't mutually exclusive. also i collaborated with ai on this post)
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this has been one of my favorite trades to be in a while
we finally got a meaningful pullback, from ~6.5m down to ~2.6m at the lows
obviously price going down isn't fun lol, but these are the moments where i like to look at everything besides price and see if the thesis is actually getting weaker
so far, i don't think it has
what im looking at:
> 5,500+ holders now
we were around 5.1k when i last checked, and holders continued growing through the pullback. that's probably my favorite datapoint right now
> 12,000+ grokifications
the site is showing 12,348+ pfps made. more importantly, im still seeing new pfps organically all over my feed
> millions of eyes on the original trend
serio's original post was already around 5.8m views when it was tracked a few days ago. this was a viral trend before it was a coin, which is still one of the things i like most about it
> volume is still meaningful
even after the pullback, we're still seeing ~$1.3m in 24h volume and ~$10m over 7d. there's still real activity here
> distribution still looks good
the biggest visible holder on opensea is only around 2%, with 5.5k+ wallets overall (kek). i really like seeing the holder base expand instead of getting more concentrated
> the pfps still hit
probably the simplest part of the thesis
recognizable enough that you know exactly what it is, but personal enough that everyone can make it their own
> bigger than one viral moment
grok represents a much bigger ai narrative to me
naturally aligned with grok + x, while also paired to $SPCX through stonkfun
i've received and sold over $7k in $SPCX now just from holding
that's why im watching acceleration, not just price
holders
pfps
views
volume
languages
notable accounts
brands
derivatives
price had a meaningful pullback
the other variables im watching haven't
that's what matters to me right now
i definitely have some price targets and potential comparisons in mind, but id probably sound delusional
they look good though, and all the right variables keep checking off in my head
grok to the moon 🤖
(as always, this is a trade. ive sold and will continue to sell along the way. taking profit and having conviction aren't mutually exclusive. also i collaborated with ai on this post)
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mined some good 𝕏 money talking about magic internet money
this is a great video about how far this new coin meta (stonk, long, etc.) can really go
learned a lot
also cool to see agent chud's face
hello cousins
(Ignore me saying this is going to be short at the beginning.. bc yeah it's not)
buy the fear
sell the greed
every good coin goes through volatility, euphoric highs and corrections/retraces, it's healthy
with it, of course comes all kinds of emotions, that's trading
it's always good to zoom out and see if you still have conviction long term and if the vision is still in play
if yes, continue to hold, buy more
if no, take profit/cut
of course, we all look at the chart, it's a part of it, but zoom out
the game we love
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one of the best videos ive seen in a while
phobia so talented
hey
@paranoidream cooked up a little plan with Grok Imagine
step 1: assemble the
@bots
step 2: find
@elonmusk
step 3: fix the pfp
simple really, are you in?
hey
@paranoidream cooked up a little plan with Grok Imagine
step 1: assemble the
@bots
step 2: find
@elonmusk
step 3: fix the pfp
simple really, are you in?
remember the challenge of this public wallet is to turn $1k into $1m and buy a house (down payment)
that means, we’ll probably have to sell every single coin we ever buy
the goal isn’t to become the top 10 holder in the best coins and to stay their forever, it’s just find those early as possible and hold with conviction, taking profit along the way
intentional
eyes on the prize
we’re currently at $200k ($50k in bank, $20k in account cash, $130k in holdings)
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this post was only 48 hours ago, and there’s a been a lot of good things happening with grok:
> 5,500+ holders in just 3 days
> go on 𝕏 and every other post, every other pfp is grokified
> ive gotten over $7k in spacex reflected, almost the initial investment I put
> more and more brands, notable people, 𝕏 team members are changing their pfp everyday
> one of the strongest stonkfun coins when it comes to daily volume
> people from all parts of the community are coming up with unique and tasteful things (viral quote retweet chains using code, pfp changes, slogans, etc.)
these are all factors of great health and things we love to see
amazing foundation being built
(this screenshot shows only buys, but ive definitely sold a few times and will continue to do so. taking profit/initial does not mean any thesis is invalidated, it’s just trading. can still mean it is invalidated though. yeah)
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ive been using ai to help me trade a lot
one of the main data points i love to measure is something i call "acceleration"
basically, is something going more and more viral, or is the trend starting to slow down?
this was what i got from my back and forth on this trade (currently +$30k):
> original prompt did 5m+ views in ~4 days, with 8k+ likes, 1.2k+ reposts + 500+ replies
> people aren't just posting about it, they're actually changing their pfps. imo participation > impressions, and every new pfp becomes distribution every single time that person posts
> ai is already detecting adoption across at least 4 different language communities: korean, chinese, japanese + english. seeing something jump completely different social graphs this quickly is one of my favorite signals
> bigger accounts, brands + projects are starting to join. not just watching how many people participate, but the quality + reach of each new participant
> went from a prompt → pfps → brands → derivatives → dedicated one-click generators in a matter of days. barrier to participate keeps getting lower
> cute + instantly recognizable art style, while still being personal because everyone gets their own version. makes it extremely easy for anyone to join without everyone posting the exact same thing
> the attention is spilling onchain too. 2,400+ holders already, with ~$4.1m volume in the last 24h vs ~$4.3m over 7d. basically ~95% of its displayed weekly volume happened in the last day
this is the stuff i find really interesting with ai
not just asking "is this trending?"
but tracking views, posts, pfps, languages, communities, follower reach, brands, derivatives, volume, holders, etc. and comparing how all of them change over time
everyone can see when something is trending
i want ai to help me see when something is accelerating
as always, it's a trade, will continue to trim/sell as i see needed 🤖
(written with grok)
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