Crypto Mumbles
will be keeping an eye out for a random runner like boden/moodeng back then that spawns out of the blue when everyone is checked out non zero chance
starting to see more runners onchain hitting 8 figs mc
think i'll be patient and just wait
seems to me people are forcing the risk on in the trenches through blatant rugs and things that don't make sense
one proper runner and i think it goes boom
that is the only one i'm interested in
whether ai/meme idrk
seems to me people are forcing the risk on in the trenches through blatant rugs and things that don't make sense
one proper runner and i think it goes boom
that is the only one i'm interested in
whether ai/meme idrk
also, now that people are turning bullish again
reminder that your risk on here should not be the same level of risk on last year
ie. protect your gains and not return them all back
many made good money last cycle and sold the top, but they didn't know how to keep it on the way down
i have already offramped a significant chunk and whatever i'm trading rn is what i can afford to lose
reminder that your risk on here should not be the same level of risk on last year
ie. protect your gains and not return them all back
many made good money last cycle and sold the top, but they didn't know how to keep it on the way down
i have already offramped a significant chunk and whatever i'm trading rn is what i can afford to lose
Forwarded from infinityhedge
CHINA, U.S. NOT HAVING ANY TALKS ON TARIFFS - CHINESE EMBASSY
Forwarded from y22 trades
after sharing my tg id here i got multiple messages from people who are currently all-in in a position that is going against them. all had the same thing in common, down a lot from paper ATH and the feel to need to make it all back by betting "size".
idk who else needs to hear this but if you are in the same boat then close your position immediately. even if you can pull it off this time and it works for you, doesn't matter, you are destined for failure if you operate like this.
this is revenge trading in its purest form. anchored to a uPnL number from the past and the need to make that back with one trade. never ends well. this is pure gambling. you need to have a process. your net worth will always regress to the base level of your process / edge / skill. every single time. its a law of nature.
first, NEVER go all-in. there is no situation that justifies this. it is always bad risk management. second, do not attach yourself to past portfolio ATH (google "anchor bias", very dangerous thing). cleanse your mind of that number. only thing that matters now is the next shot. past is in your head, future is in your hands. third, stop thinking about size in absolute terms. people are brainwashed from CT and think they need to drop 50k into a trade in order to "capitalize on the opportunity with size".
"size" should always be measured against YOUR portfolio. if you drop 15-20% of your portfolio into a single trade then you are betting size. size means if the trade fires it makes a significant difference to your overall net worth. its not a number.
if you have understood these points then start journaling. write it all down, what went wrong, what went well. identify your own individual strengths and weaknesses and then build a sound, robust process from that.
mistake + reflection = progress
this is the way.
idk who else needs to hear this but if you are in the same boat then close your position immediately. even if you can pull it off this time and it works for you, doesn't matter, you are destined for failure if you operate like this.
this is revenge trading in its purest form. anchored to a uPnL number from the past and the need to make that back with one trade. never ends well. this is pure gambling. you need to have a process. your net worth will always regress to the base level of your process / edge / skill. every single time. its a law of nature.
first, NEVER go all-in. there is no situation that justifies this. it is always bad risk management. second, do not attach yourself to past portfolio ATH (google "anchor bias", very dangerous thing). cleanse your mind of that number. only thing that matters now is the next shot. past is in your head, future is in your hands. third, stop thinking about size in absolute terms. people are brainwashed from CT and think they need to drop 50k into a trade in order to "capitalize on the opportunity with size".
"size" should always be measured against YOUR portfolio. if you drop 15-20% of your portfolio into a single trade then you are betting size. size means if the trade fires it makes a significant difference to your overall net worth. its not a number.
if you have understood these points then start journaling. write it all down, what went wrong, what went well. identify your own individual strengths and weaknesses and then build a sound, robust process from that.
mistake + reflection = progress
this is the way.
Forwarded from Entropia Intel | Market News Feed
• Trump won't lift China tariffs without concessions from Beijing - [DB]
Forwarded from Entropia Intel | Market News Feed
• Trump says another tariff pause is unlikely - [DB]
Crypto Mumbles
think i'll be patient and just wait seems to me people are forcing the risk on in the trenches through blatant rugs and things that don't make sense one proper runner and i think it goes boom that is the only one i'm interested in whether ai/meme idrk
trenches running hot over the weekend
housecoin approaching 100m after ansem's shill (not sure why he still has pull), but it seems to me the crowd really wants to force a new runner
apart from housecoin, there were others like housecoin derivatives, ai, and bonk eco running
market wants to risk on but there isn't anything fantastic to max bid -> no clear meta or crowd fav
that said, i picked up a small bag of letsbonk on this 70% retrace as a main exposure to bonk eco and will see how it goes
housecoin approaching 100m after ansem's shill (not sure why he still has pull), but it seems to me the crowd really wants to force a new runner
apart from housecoin, there were others like housecoin derivatives, ai, and bonk eco running
market wants to risk on but there isn't anything fantastic to max bid -> no clear meta or crowd fav
that said, i picked up a small bag of letsbonk on this 70% retrace as a main exposure to bonk eco and will see how it goes
when/if housecoin breaks 100m i wonder what happens
meanwhile wider market on an important pullback
meanwhile wider market on an important pullback
new pairs on pumpswap are also really cancerous wrt liquidity
what is going on
what is going on
Forwarded from Tradehaven
This is quite powerful … by Arnaud Bertrand
Responding to Bill Ackman
"Tell me why I am wrong"
You're wrong because you assume - probably like Trump - that the Chinese will prioritize profits over national dignity and sovereignty, which is simply not going to happen.
Again, Mao, when he declared the establishment of the People's Republic of China, didn't promise wealth, he said: "Ours will no longer be a nation subject to insult and humiliation. We have stood up."
This is the fundamental legitimacy of the Communist Party, much more than money.
So the notion that China would submit to bullying that is eerily similar in nature to what they suffered at the hands of the West during the century of humiliation is a fundamental misunderstanding of the country.
Heck, even from a profit standpoint it wouldn't be beneficial to them because what would happen if China yields? The principal reason why Trump has zero deal on the table right now is because China's position emboldens other nations to also resist American pressure.
If China were to yield, it would send a message to the world that multipolarity is over, and we'd witness American hubris on steroids, with Trump and future administrations validated in their belief that unilateral bullying is effective foreign policy. It would become their blueprint in an even worse way than it already is.
How is that beneficial for China's or anyone's prosperity, beyond the US's?
So all in all, you're wrong because you've fundamentally misread the nature of this confrontation. This isn't merely an economic calculation for China, but an existential question about what kind of world we'll live in tomorrow. China understands that yielding now means surrendering not just on tariffs, but on their right to determine their own economic future.
Their resistance isn't just about this particular trade dispute; it's about establishing boundaries for how great powers interact in the 21st century. By holding firm now, China is investing in a future international order where American unilateral coercion doesn't work anymore. The "damage" you describe pales in comparison to the stakes at play here.
Responding to Bill Ackman
"Tell me why I am wrong"
You're wrong because you assume - probably like Trump - that the Chinese will prioritize profits over national dignity and sovereignty, which is simply not going to happen.
Again, Mao, when he declared the establishment of the People's Republic of China, didn't promise wealth, he said: "Ours will no longer be a nation subject to insult and humiliation. We have stood up."
This is the fundamental legitimacy of the Communist Party, much more than money.
So the notion that China would submit to bullying that is eerily similar in nature to what they suffered at the hands of the West during the century of humiliation is a fundamental misunderstanding of the country.
Heck, even from a profit standpoint it wouldn't be beneficial to them because what would happen if China yields? The principal reason why Trump has zero deal on the table right now is because China's position emboldens other nations to also resist American pressure.
If China were to yield, it would send a message to the world that multipolarity is over, and we'd witness American hubris on steroids, with Trump and future administrations validated in their belief that unilateral bullying is effective foreign policy. It would become their blueprint in an even worse way than it already is.
How is that beneficial for China's or anyone's prosperity, beyond the US's?
So all in all, you're wrong because you've fundamentally misread the nature of this confrontation. This isn't merely an economic calculation for China, but an existential question about what kind of world we'll live in tomorrow. China understands that yielding now means surrendering not just on tariffs, but on their right to determine their own economic future.
Their resistance isn't just about this particular trade dispute; it's about establishing boundaries for how great powers interact in the 21st century. By holding firm now, China is investing in a future international order where American unilateral coercion doesn't work anymore. The "damage" you describe pales in comparison to the stakes at play here.
Crypto Mumbles
trenches running hot over the weekend housecoin approaching 100m after ansem's shill (not sure why he still has pull), but it seems to me the crowd really wants to force a new runner apart from housecoin, there were others like housecoin derivatives, ai…
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Forwarded from Crypto Narratives
Strongest categories remain AI agent coins and memecoins
SUI and TRUMP among large caps too
The market does not flinch and is punishing shorts
SUI and TRUMP among large caps too
The market does not flinch and is punishing shorts