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-Ban NGOs -Close carried interest loophole -Outlaw global labor arbitrage -Wealth tax on billionaires' gains during the coronavirus pandemic, one-time, if we're in a good mood -Pass American equivalent of "Stop Soros" laws -Taft-tier trust busting
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Thanks to user feedback, you can now withdraw profits without closing your arbitrage bots, available on web and app. Give it a try now 👉 https://t.co/50IgHkBLli https://t.co/BXfj6mzzPF
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Over the years, not many people can make money on Dogecoin, because it is suitable for professional traders to arbitrage, but not for long-term holders. Dogecoin is a highly manipulated target. Compared with Bitcoin, it allows a group of people to make money from the trend, but Dogecoin is difficult. There are too many retail investors, and the cognition is too low, so it is easy to be manipulated. The initial surge in Dogecoin was also based on the premise that most people got off the bus, and some holders were holding on to the roller coaster without selling. This wealth exposure is difficult to grasp. The behavior of retail investors is calculated. If you buy, it will either fall or go on a roller coaster. It is completely a joke. Bitcoin makes money from trends, but Dogecoin cannot make money from trends. The last time Bitcoin reached 100,000, it only fell back to 70,000, while Dogecoin reached 0.48, but it fell back to 0.13. Such a bottomless decline, without resistance, also shows the fragility and garbage of Dogecoin, which has been played by the main force. It also shows that Dogecoin itself is not healthy, and the speculative demand of holders accounts for too much
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🧐 Arthur Hayes 最新长文《Fatty Fatty Boom Boom》首次透露 Maelstrom 已在市场低点重仓押注两大优质项目:PENDLE 和 ETHFI —— 我们值得拥有和参与吗? ✅ $PENDLE :加密利率市场的赢家; ✅ $ETHFI :服务 HODL 富豪的 Web3 美运通; 为什么这两个标的值得关注? 1️⃣Hayes 体系里的“Real Yield + Real Users”选股逻辑: 📌 这轮牛市,不再是“空转叙事”横行。 Hayes 提出:未来 outperform BTC 的山寨币,必须满足两个条件: 1)有真实用户(real users) 2)用户愿意花钱买服务,协议能返利(profit-sharing) 2️⃣ $PENDLE :利率市场的交易基础设施—— PENDLE:押注在“加密固定收益市场”的巨大机会,属于加密债券的利率衍生品基础设施。 🎯 DeFi 固定收益赛道的领军者。 Pendle ≈ 债券市场的“收益权切割 + 远期利率交易平台” 更具体来说,Pendle 实现了三件事:利率分离(Yield Splitting)、利率交易(Interest Rate Speculation)、期限结构套利(Yield Curve Arbitrage); Pendle 是把传统金融的利率衍生品逻辑搬到了加密世界,并让普通用户可以低门槛参与这套高阶玩法的平台。 在目前 WEB3 的世界: 1)结构化收益、贴现债权、期限套利等玩法,全靠 Pendle 打底。 2)LRT 与 ETH 质押热潮之下,它成了利率定价的基石市场。 3)协议真实收入可追溯,且具备代币回购机制; Pendle 本身协议并没有直接设定原生代币 $PENDLE 的回购机制。 不过从生态结构来看,它确实通过 Penpie 和 Equilibria 这两个“收益优化平台”形成了一个: 间接的、生态外部驱动的 $PENDLE 回购路径。 Pendle 的市场行为也自然形成了“链上利率发现机制”——这在长期对稳定币、RWA、DeFi 固定收益都极其重要。 🧠 Hayes:Pendle will own crypto fixed income. 3️⃣ $ETHFI :富人俱乐部的链上金融品牌—— ETHFI:Etherfi @ether_fi 以“链上 American Express”为愿景,定位为“加密界的美国运通”, 主打富有 HODLer 的 DeFi 银行,具备真实收益与返利机制。 1)主打 restaking + 实体信用卡 + 用户返利组合拳; 2)收益返还模型(eETH staking yield sharing)清晰透明; 3)支持与金融监管兼容的合规资产路径,是主流 adoption 潜力标的; 🧠 Hayes:https://t.co/bqI3ndg4Rf will become the American Express of crypto. 最后说下关于宏观逻辑—— Arthur Hayes 一直强调:政治决定印钞,印钞决定行情,行情最终流向最少管制、最具自由属性的资产;美国走向资本管制,外资撤出 → 美元贬值 → 印钞刺激资产。 我很赞同小黑的这套逻辑,对于全球化金融和中心化最终的走向看的很透彻; 显然比特币 $BTC 作为“主权去中心化资产”,在全球资本逃逸潮中,是确定性最强的受益标; 你可以认为,比特币不是对抗通胀的工具,而是资本自由的最后堡垒。在全球走向“国家优先 + 资本封锁”的时代,比特币将成为唯一可穿越边界的货币生命舱。
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"Fatty Fatty Boom Boom" argues that capital controls will be used instead of tariffs to correct Pax Americana's imbalances. The effects on foreign asset ownership will drive $BTC to $1 million and beyond by 2028. https://t.co/CFvez5eWqU https://t.co/JAOUwFJxJC
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Thank you very much for your reply, and appreciate the high-IQ simulation, but here’s the problem: You’re assuming this is a clean trade in a frictionless market. In reality,51% attack ≠ profitable trade. It’s an existential attack, not a money-making arbitrage. Shorting BTC while attacking the network sounds clever—until you realize: 1️⃣Markets freeze. Exchanges halt trading. DEX liquidity evaporates. Vols spike. ETF redemptions break. You don’t just “print billions” like it’s a button. 2️⃣Counterparty risk explodes. If you’re shorting MSTR or miners, who’s filling your order book mid-attack? Who’s buying your puts? TradFi hates chaos—volatility crushes trade execution. 3️⃣Reputation risk is real. No major fund survives being exposed as the actor who nuked BTC. This isn’t a backroom poker game—it’s geopolitics, public markets, and the global financial system. And lastly: If BTC truly drops 70%+ on chain trust collapse, the rest of crypto dies with it. ETH doesn’t “win” that day—it bleeds out next to the corpse. A 51% attack isn’t a trade. It’s an act of war. And wars are never clean, never controlled, and almost never profitable for the initiator. So yes—ETH may be the better SoV long term, but not because someone’s going to assassinate BTC on purpose and ride off with a suitcase of profits.
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I will give you credit - this is a significantly higher IQ response than 99% of American Bitcoin holders could write 😂 Your critique boils down to the operational complexity of executing this attack. I would argue that if a fund (or coordinated group of funds) can 10-100x their capital and make billions of dollars by doing 51% attacking BTC and shorting it, it is very likely to happen, even if they have to jump through a lot of hoops. Even if some exchange withdrawals get frozen after the attack, there will still be tradfi ways to short BTC (ETFs, MSTR, miner stocks), it will be shortable on DEXes, and other crypto-assets will likely plunge in tandem, which will be shortable as well. Options are another great way to execute this trade. Once a 51% is successfully executed, BTC is finished. It doesn't matter if the software soft/hard forks, or anything else - its SoV meme will be permanently wrecked, and I would expect it to immediately plunge in price by 70% or more. I would also argue that "attacking the soil you depend on" doesn't matter, since this attack can be executed by outside actors who don't care about that "soil." I think BTC and ETH are in direct competition to be the internet's primary SoV, and ETH is the only rational, sustainable choice out of the two.
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In the future, every transaction on Hyperliquid will have a guardian spirit 💧 silently watching over it. Whether you’re trading on HyperCore or surfing decentralized apps on HyperEVM, Hito will be the invisible protector of every builder, every user. Hito, meaning "person" in Japanese, is the soul of our ecosystem, , the heartbeat that powers every interaction. Our vision? To make every transaction on Hyperliquid smoother, MEV more transparent, and ensure the resulting profits are returned to the community more equitably 🚀 Jito shaped Solana. 🏗️ Lido defined Ethereum. 🔥 Hito is here to ignite Hyperliquid. Hito's journey begins on the BUIDL road, but its impact will last far beyond. Early adopters who summon this guardian spirit 💧 will be the ones who understand why. As we speak, the smart spirit is already positioning for the future. 💧💧💧 🌐 Hito Documentation and Website: Coming soon. 🧵 Dive deeper into our discoveries: 💧 Unlocking Hyperliquid MEV: HyperEVM Arbitrage and Block Production Logic Analysis 💧 Unclaimed territory on High-Frequency Chains: Exploring MEV opportunities on HyperCore Whisper to Hito 💧 if you want to connect.
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我以前记得 #coinbase# 在SEC调查文件中,承诺过不做自营交易行为,看来为了利益,原则都不守护了,而且只提供非美机构投资者,重点在这里。因为美国投资者,是严格受到美国 SEC、CFTC 以及其他国家监管机构(如欧盟 MiCA)保护的。 交易所一旦涉及自营交易,必然出现利益冲突,比如优先撮合自身订单、操纵盘口、延迟其他人订单执行等问题。尤其遇到312这种极端行情黑天鹅,大概率还有穿仓的风险。 然后我们大概研究了一下,达到4%—8%年华收益率情况下,套利策略的组合模型。 1️⃣期现套利(Cash & Carry Arbitrage)50%仓位 • 在Coinbase现货市场买入BTC • 同时在CME(芝商所)或者Coinbase Derivatives卖空等量BTC期货 • 锁定期货溢价(Contango Premium) • 每月结算一次,动态调整仓位 特点:几乎无风险,波动小,符合机构稳健要求 2️⃣永续合约资金费率套利(Funding Rate Arbitrage)30%仓位 • 现货持仓BTC • 在Binance/Bybit/OKX等大型交易所开空永续合约 • 捕捉正资金费率收益(尤其是在大行情前后资金费率飙高时) • 动态监测,发现负费率时及时止盈或平仓 特点:收益浮动较大,但总体为正,有机会拉高整体组合回报率 3️⃣交易所内部Maker-Taker套利 10%仓位 • 成为Coinbase内部的流动性提供者(Maker) • 以限价单方式挂单赚取挂单返佣(Maker rebate) • 同时低成本吃单(Taker)套利微小价差 • 要求机器人系统高频下单,低滑点、高成功率 特点:小利润堆积,几乎无风险,但技术要求高 4️⃣外部量化对冲委托 10%仓位 • 选择表现优秀的量化基金或套利团队(例如 GSR,Amber Group,Jump Trading) • 委托部分资金,由外部团队做统计套利、期权波动套利 • 设置每日净值观察机制,止损线(-2%)自动赎回 特点:分散风险,接触更多市场机会,但增加外部对手风险 总结一句话:套利对交易所来说是诱人的利润,但也是一把双刃剑。小规模、透明化套利可行;大规模、自营化套利极易引发致命风险。假如coinbase开了先例,后面会更多交易所跟风,平时都好说,一旦突发系统风险,那就是灾难。🧐
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⚡️ JUST IN: Coinbase to launch Bitcoin Yield Fund on May 1, offering 4-8% annualized returns to non-US institutional investors through a cash-and-carry trade strategy. https://t.co/sK1ujKoZax
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我这次翻译了下整个专案,想和大家聊聊TRX ETF这件事 我一开始看到Canary Staked TRX ETF这几个字其实是懵的。 但我想,既然这是Cboe BZX正式递给SEC的提案,而且是关于TRX的,那就得看看这背后到底是啥意思。 我把整份19b-4提案文件翻译了,查了不懂的术语,想用我能理解的方式,说一说这份ETF文件里,TRX到底被怎么写的。 段落在后方图中标注: 1. TRX不只是个币,它是个运行中的网络工具 “TRX is the native cryptographic token of the Tron Network, a permissionless and decentralized blockchain platform launched in 2017. The Tron Network is designed to facilitate high-speed, low-cost transactions and support the creation of decentralized applications, with a particular emphasis on content sharing and entertainment services. TRX serves multiple functions within the Tron Network, including securing the network through staking, enabling governance participation, and facilitating the payment of transaction fees.” 看起来很基础,但这段话让我意识到一个点:TRX不是一个讲故事的币。它就是TRON链上做任何事都要用它。 这跟那些还在画饼、靠社交媒体维持热度的项目不一样,TRX真的在链上“工作”,不是空的。 2. 这只ETF不是买币,而是拿去质押赚钱 “The Sponsor may stake, or cause to be staked, all or a portion of the Trust’s TRX through one or more trusted staking providers (“Staking Providers”). In consideration for any staking activity in which the Trust may engage, the Trust would receive all or a portion of the staking rewards generated through staking activities, which may be treated as income to the Trust.” ETF不是买币挂着等涨,而是真的拿去链上质押。 这让我想起之前看Solana质押收益那些玩法,但这次是ETF的形式来做,也就是说,传统金融那边也要开始来“吃网络红利”了。 3. TRON用的是DPoS,不是那种“谁有钱谁说了算”的链 “The Tron Network utilizes a delegated proof-of-stake consensus mechanism in which TRX token holders vote to elect 27 ‘super representatives’ who are responsible for validating transactions and producing blocks. These super representatives are elected every six hours, and TRX holders can vote by staking their tokens, thereby participating in the Tron Network’s governance.” 这句我看了两遍才明白大概意思。简单说,TRON的出块不是你自己节点多就能包场,而是社区选出来的“超级代表”去负责。 规则明确、流程清晰,也不像某些链那样“社区治理”到最后就变成大户说了算。 4. TRX是有真实价格的,不靠协议操控 “The geographically diverse and continuous nature of TRX trading makes it difficult and prohibitively costly to manipulate the price of TRX… TRX’s 24/7/365 nature provides constant arbitrage opportunities across all trading venues” 这句很好。因为它非常明确地说了,TRX的价格是靠市场决定的,现货市场说了算。 就是真正的市场供需。这才是一个适合做成ETF的资产,不容易被怀疑造假。 5. ETF不仅买TRX,还会找服务商去跑验证节点 “The Sponsor may stake, or cause to be staked, all or a portion of the Trust’s TRX through one or more trusted staking providers (‘Staking Providers’).” 它不只是把TRX锁在冷钱包,而是会找专业机构跑节点、做验证、领奖励。这种结构,已经不再是传统那种“复制价格”的ETF,而是真的参与到TRON这个网络里了。 写在最后再说两句吧 我知道,大家现在都在看别的某ETF,觉得那是大新闻。但TRX这边悄悄地、没有造势,就递上了一个技术完整、结构清晰、还真能赚钱的ETF。 它没有靠炒概念,也不依赖社交情绪,而是拿出了一套真实参与区块链经济体的方式。有质押、有参与、有市场、有规则。 如果这个ETF获批,那TRX真的就从链上走到金融面前。这会是TRON整个生态最重要的一次转身。 @justinsuntron 孙哥你觉得呢 @trondao #TRONEcoStar#
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Finding an arbitrary reason to hate someone because they’re successful is one of the most loser behavior I can think of https://t.co/8cU2a35pSj
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Excited to announce 🏟️Ludus 1.9.0 now with arbitrary snapshot support! See the docs: https://t.co/X29ZFHtA7i We've added documentation for deploy tags as well. 1.9.0 also includes: - Disable Windows Defender via GPO - Better VM validation - Chrome/Edge FRE disabled - Much more!
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🔴🌎 New MCP attack on BrowserMCP We show an MCP attack on the popular BrowserMCP. It allows attackers to read arbitrary files from your machine, when the agent visits the website below. Try yourself with: https://t.co/q7EalhASmZ No bad MCP server needed. (1/n)👇 https://t.co/l503tcOly4
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It’s over when you die. Not at 25, 30, 40, 50 or any other arbitrary age. You have until the day you die.
at what age is it truly over? 25? 30?
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#WATCH# | Delhi AAP chief Saurabh Bharadwaj says, "BJP government is not able to run in Delhi. There are frequent power cuts, the water is dirty, and now look at the condition of the schools. All private schools which opened on 1 April, have increased their fees. They are extorting arbitrary money from parents in the name of uniforms and school books. The children whose parents are not paying the increased fees are not even being allowed to attend classes. They are being made to sit in the library the whole day...Where are the BJP MLAs hiding? I want to tell Ashish Sood, you are not in the opposition; you are running the government now and abusing Nehru will not work; now you will have to show your work..."
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Some thoughts on what is needed for global markets to stabilize. Views welcome. US market have sold off in a unhinged way ! (over 10% in last 2 days) Why ? Because the tariffs imposed were unhinged ! Instead of reciprocal (I do to you what you do to me) they were calculated in a arbitrary manner - based on the total trade imbalance with each country ! And that makes the Trump administration look unhinged. These moves suggest that they want to wipe off deficits meaningfully.. not just tariffs but more structural & non-trade barriers as well.. but eliminating deeply in-built non tariff barriers will take years or may never happen.. so this is just not credible ! basically it has become a credibility issue ! For global markets to stabilize - we need to see credible off ramps for countries with respect to these tariffs. Basically a message or path forward from Trump or his team - which tells other countries - 'you do this & this and we will bring these tariffs lower' So all the market may actually need to stabilize may be a headline away ! And I hope it is sooner rather than later ! #stockmarketcrash# #TrumpTariffs# #Trump# #Nifty# #BankNifty#
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Prysm release v5.3.1 is here! Testnet operators are strongly encouraged to update to this release. There are many fixes and improvements from the Holesky upgrade incident. Mainnet operators are recommended to update to this release at their regular cadence. This release is packed with critical fixes for Electra and some important fixes for mainnet, too. Notable features in this release: - Ensuring that deleting a block from the database clears its entry in the slot->root db index. This issue was causing some operators to have a bricked database, requiring a full resync. - Updated go to go1.24.0. - Added a feature flag to sync from an arbitrary beacon block root at startup. - Updated default gas limit from 30M to 36M. Override this with -suggested-gas-limit= in the validator client. Check out GitHub for more details or join the conversation on Discord. Discord:https://t.co/ZBzSG03RZp Github:https://t.co/Uc2PYfDAit
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Lessons To My Future Bull Market Self: This is partly to keep me accountable during bull market euphoria and also serves as a guide for those coming into the markets for their first cycle. I’d be extremely impressed if you managed to “make it” the first time and even more impressed if you managed to keep it. The former isn’t even the hard part. It is very much the latter. A blind Bored Ape Yacht Club member could make money in a roaring bull market. This is why many enter the markets for the first time and throw money at something they saw on Twitter, hear from a colleague or (the best one) get shilled by their Uber driver and convince themselves they have cracked the markets. Stuff goes up because more money flows into the system. The opposite is also true. Hence the past 2 years of pain. Your mission, if you choose to accept it… is to bet on the fastest and fittest horses in the race. This way you don’t miss an opportunity of a lifetime sat holding some worthless piece of shit whilst the rest of the people around you are making serious dough. There are plenty of ways to get to that arbitrary number that you think will help you achieve eternal happiness. Whether it will or not is a different matter. The following are some of the most important points that I have sat and stewed over which I think were at times the parts I personally went wrong in the last cycle, primarily. 2017 was just a blur. I didn’t have a clue what I was doing if I am honest. If you check the residuals in my Coinbase account it would be very embarrassing indeed. The last cycle was infinitely better from a performance perspective. That being said, in hindsight, there were still so many stupid and silly mistakes that either stunted my portfolio growth or cost me a small fortune in losses. Let’s get to it. Disclaimer: If you are not mature enough to read this and take responsibility for your own actions in the markets please just stop reading. There are probs a few things I have missed that I will add on as time goes by and I get a brain zap and remember. This is not financial advice, I am extremely stupid. You will lose all your money listening to me Stay Curious and Try Shit - Funnily enough, I think this applies more to people who may be on their second or third cycle. Naturally, when you come into the markets for the first time, all you want to do is digest information and buy shit. The further down the rabbit hole you go the more likely you are to find something early. The reinforcement of making great returns from being early encourages you to continue your exploration of the crypto/on-chain world. Always maintain this edge of being one of the first to try shit out. You never know when you will stumble upon something great. As a bull cycle goes on the edge in the markets tends to erode due to increased competition both on a capital and skill front. People will outwork and outsmart you and there’s always someone with more capital around the corner. Edge can be reestablished by trying shit early and deciding for yourself whether it has something about it. There were many different times last cycle that you could have picked up assets before the masses just by trying the protocol and seeing for yourself. Never leave it down to someone else to tell you. They can’t and won’t do it for you. It has happened recently with Solana. The masses tell you one thing when in reality it is the other. This results in the majority of the market being offside on something that clearly has a lot going for it. Stay curious and try shit. Don’t Chase Yield - If you are new to this market, DO NOT try and chase yield. You do not need to earn 20% on a position less than $200,000 (minimum). There are going to be plenty of times when you are drawn in by a very tasty yield on stable assets. There are also going to be plenty of times when you are drawn in by ridiculous APRs. You’re probably going to provide liquidity on a DEX and get rekt there too. The long and short of it is this. You do not need to concern yourself with earning yield when you don’t have a worthwhile portfolio size. Why earn 20% on stable(ish) assets when you could have liquid capital and earn much more than that, oftentimes in one day (if you choose correctly)? The additional complexity, counterparty risk and smart contract risk are categorically not worth it at this stage. If you play the farm and dump game with new ponzis that come online, please do not even entertain for one second that you should purchase the token that everyone is farming. There are bigger fish with more capital and experience that know how to play these games to a tee. You will be bait. I’d even go as far as saying if this is your first or second time around just buy tokens and don’t do anything else with them (other than sell of course). Maybe there are a few exceptions: Holding an LST like stETH, rETH, swETH or pxETH over ETH if you have a long-term view (again, not really for everyone). Staking a token to match inflation i.e. SOL (in this case use the most lindy SOL LST stSOL or mSOL). If TIME makes a comeback and we go full ponzi season and run it back turbo Don’t chase yield, it doesn’t make sense until you make it. Let Others Drink the Kool-Aid - I was definitely caught sipping from the communal ponzi Kool-Aid fountain a few times last cycle. It’s quite funny because you know deep down that there is something cult-like about certain founders, communities and tokens but at the time everyone is printing money so nobody cares. It always ends up in tears, literally every time. That being said, when you see a ponzi cult that has a founder that people would jump off a bridge for, just buy it. These folks never tend to realise they’ve been dumped or that they in fact were in a cult until it’s too late. The beauty of this (for you; an awakened market participant) is that people tend to wrap their whole online personality up in, said cult and when you are selling they are writing 40 Tweet threads about why the recent fud is unjustified. Let them be the exit liquidity they desire to be. TLDR; Scams pump the hardest, Let others drink the Kool-Aid. Position Sizing - I was too small on the way up and too large on the way down at times. This ain’t good. Larger more concentrated bets on less volatile yet sure-fire wins whilst rotating proportions into higher-beta assets to make more of the underlying position is my typical play. Be wary of liquidity, particularly for on-chain assets. You may get away with poorly timed entries in a bull market but if liquidity thins out you get screwed entering a position and also screwed exiting a position. If they have a buy-and-sell tax which is more popular now, then you get screwed again. I don’t really have much more to say on this one other than pick your poison (which I already have) and don’t fuck up the remainder of your portfolio oversizing into lower conviction plays, undoing the great entry on the large position. If you can’t outperform BTC, ETH and maybe even SOL this cycle. Just buy those and forget about it until McDonald’s puts the minimum wage up to $50 an hour because all their workers got paper rich and left, again. I can’t reiterate the above enough, if you aren’t serious about this and you don’t have the time don’t bother. Just keep it simple. Shitcoins are Generally Good - First, we should define a shitcoin. In my opinion, anything that is purely created for speculation. The irony is that 99.99% of the market are shitcoins but some projects are more honest about it than others. You are gonna lose a fuck tonne of money playing the shitcoin markets. You also stand the chance of making large amounts of capital very quickly, which if you are smart, you can then play the games mentioned above. I can’t stress the fact that you can go completely flat-ass broke trading shitcoins not knowing what you are doing. These trenches are well-trodden by professionals who have more capital, more experience and more information than you. They haven’t stopped all bear market, they are fucking born ready for the next PEPE or SHIB. What is your edge? The chances of you buying a shitcoin out of pure luck that goes on to make you serious money is slim to fuck-all. There are thousands of complete rugs launched Every. Single. Day. Learn the trade if you must, sniff out the good accounts to follow and get ready to have sleepless nights and to start spamming the group family message with /wen_marketing, because this shit will take over your life. If this isn’t for you stick to the point above BTC, ETH and SOL. If you are a born fucking nugget degenerate then see “Position Sizing”. If you don’t get it, buy it - I am becoming a lot better at this next point but still struggle. A lot of the time because I struggle to think like an absolute fucking moron. But, you must be the idiot. Eat, sleep and think like an idiot, if you are to catch the almighty pump led by redacted coins. I know I would have missed the Stepn seed round. Move to earn, like what?! GTFO. I knew better, I was investing in the future of financial technologies. All the while it went 1000x and I had 0 position. Come to think of it move to earn was such an easy sell for the rest of the world outside of the echo chamber of CT. I just didn’t get it at the time and I paid the price. Never again. If you have a visceral reaction to something good or bad, investigate it more, there is probably something there. After all we are emotional beings and charts are just human emotions expressed in candle sticks… I think RT taught me that one. Write, write, write - This is simple. Writing is the fastest way to growthhack your understanding of anything. You have to check your own understanding of things before you publish them or you look like a tit. Just write and do it even if you aren’t going to publish, it helps clear your mind and structure your thoughts. Stay Healthy - I got fat as fuck during the bull market. More money, more time spent sitting at the desk. DO NOT DO IT. You need to train as you would for anything. Staying fit and healthy is a way to perform better. You Can’t Own Everything - There will be unlimited shiny objects during a bull market. You can own them all but you will not perform well. Do your research, get the best entry you can get and let the thesis play out. If you are wrong, you will know a lot sooner in a bull market. Over-diversification is terrible if you are looking to grow the portfolio quickly and well. You can’t physically manage all those positions as much as you would like to think so. There is also no way you know all the bull and bear cases for each token you hold too. If you do, then come work for us at blocmates because that is impressive. The crypto markets are so reflexive that it makes no sense to be over-allocated across too many assets. Winners can often move alone but the full market pulls back together. Get conviction and stop being a little bitch. Break your bags - This stems from the point above. You best know the bear argument for your position because if it begins to come true then you need to exit and move on. If there is no bear argument for your position then congrats you have joined a cult. Supply Dynamics are Everything - Tokenization is such a difficult dynamic to wrap your head around if you are just starting out. But, know this... You best be aware of large token unlocks, who is getting unlocked, the inflation schedule for the tokens you hold and what the supply of your token will be 12 months from now. If you do not know this, then you should not own a token. If you think you can simply beat the market because some 1920’s data said that HODL outperforms, then you are my exit liquidity, thank you. Token supply increases in crypto are absolutely brutal. Large unlocks and cliffs can increase a token supply by 2x overnight. Many tokens from the last cycle will not reach their previous ATH because of the drastic increase in supply. They might hit their market cap ATH but the price could still be lightyears away. Choose wisely. The flip side of this is that a lot of OG tokens from the early DeFi summer days are nearing complete unlocks so no additional supply is left to come onto the market. This is as close to fair pricing as you are going to get. I am not revealing what these are you will have to subscribe to The Meal Deal once it goes live. “Just One More 2x” - If you are in the fortunate position where you say to yourself “Just one more 2x” or if you begin to look at your dream home, just sell everything right that moment. A portfolio ATH is always a good time to take some of the more fruity positions off. If you are thinking it, others are too, you are not special and you are not a market outlier. Do yourself a favour, and secure the bag. Don’t Paperhand Bear Market Entries - If you have just been through the past two years and hated every minute of it but you stuck to the plan and bought as much of a specific asset as possible, the worst thing you can do is sell it early trying to chase other people’s winners. Put it in cold storage out of the way so you aren’t tempted to even “take a bit off and buy back lower”. If you are talented then yeah go for it, most aren’t. Other tips not worth writing a lot about: - Use a DEX and birdge aggregator to make sure you are getting the best price - Always use a Ledger - Check DeFi llama directory to find the correct URL of a site. If that faults go to their Twitter and verify. - Get authenticator 2FA. Get off of your phone number for security backup. - Find your crew, you can’t be everywhere. - Make your own decisions If you enjoyed this then please consider subscribing to The blocmates Newsletter which covers a lot of our thoughts on the market, every Friday! Link - https://t.co/B3KNx1TkNz We also talk to a lot of projects, founders, builders, traders and investors about this kind of thing on our podcast which is also linked below 📺 - https://t.co/QOqnROq9d9
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