The Hokkaido ski season ended for me in mid-March this year. However, lessons from the mountain can still be applied to President Trump’s Tariff Tantrum. Every day is different, and there are so many variables that interact – one never knows which snowflake…

Stable Yields across major DeFi protocols

Wait did Trump fold on China and Powell on the exact same day?

Art of the deal

turns out it's not exactly digital gold

it's tradfi's version of polymarket to place early bets/front run events you can't do with broader indices (ie china tariff easing)

A lot of traders get the narrative right. And still lose.

Because they're not trading the reaction — they're trading the event.

Here's why that mindset gets punished more often than rewarded

A thread: 🧵

3/ “There is a difference between knowing something and being able to profit from it.” — Euan Sinclair

Being "right" on the news is irrelevant if your read on positioning is wrong.

Most of the edge comes from knowing who is misaligned, not what will happen.

If you bought gold at the pico-top in 1492 it would have taken 533 years for you to breakeven in 2025.

the @pumpdotfun trencher

Lol this is such a middle finger to the intelligence of everyone single reader who’s a participant across this industry.

Binance is telling you they’ve extracted >$3b+ from teams alone, not to mention everywhere else they pocket value (e.g. trading fees)…

Lighter - Trade perpetuals with unmatched efficiency and security