ЦИФРОВОЙ ПОТОК [DRiver]
Photo
Ansem 🐂🀄️
RT @skewga_hyper: I've been trying to come up with a collection of past repricing events in crypto that could be similar to HYPE, and here's the result:
🚨Disclaimer: Not calling for anything here, just historical research.
1) In the second half of 2021, SOL repriced from sub $10B to $80B. If HYPE was to copy the move, final price would be $238 in 3 months...
2) In Q4 2023, SOL started its second run up, topped at $90B market cap. That would be equivalent to $268 HYPE in 20 weeks from now.
3) BNB during the first half of 2021, topped at $110B. That would be equivalent to $327 HYPE in 12 weeks.
I think those 2 assets, SOL and BNB, are the most similar to HYPE in crypto. Both of them have much worse tokenomics when compared to Hyperliquid but they had 2 factors that HYPE still doesn't have:
> Tier 1 CEXs (mainly distribution channels to retail...)
> Global liquidity injection (we are in a stop-and-go regime for some time now)
What am I missing here?
tweet
RT @skewga_hyper: I've been trying to come up with a collection of past repricing events in crypto that could be similar to HYPE, and here's the result:
🚨Disclaimer: Not calling for anything here, just historical research.
1) In the second half of 2021, SOL repriced from sub $10B to $80B. If HYPE was to copy the move, final price would be $238 in 3 months...
2) In Q4 2023, SOL started its second run up, topped at $90B market cap. That would be equivalent to $268 HYPE in 20 weeks from now.
3) BNB during the first half of 2021, topped at $110B. That would be equivalent to $327 HYPE in 12 weeks.
I think those 2 assets, SOL and BNB, are the most similar to HYPE in crypto. Both of them have much worse tokenomics when compared to Hyperliquid but they had 2 factors that HYPE still doesn't have:
> Tier 1 CEXs (mainly distribution channels to retail...)
> Global liquidity injection (we are in a stop-and-go regime for some time now)
What am I missing here?
tweet
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
Lark Davis
RT @TheCryptoLark: 𝗝𝗨𝗦𝗧 𝗜𝗡: Bitcoin is back over $108,000
Can $BTC hit new ATHs this week? https://t.co/dB04pZIyMO
tweet
RT @TheCryptoLark: 𝗝𝗨𝗦𝗧 𝗜𝗡: Bitcoin is back over $108,000
Can $BTC hit new ATHs this week? https://t.co/dB04pZIyMO
tweet
Elon Musk
RT @WR4NYGov: I renounce my long-standing belief in open borders
I thank the Democrats for persuading me https://t.co/0aYEZEqdVR
tweet
RT @WR4NYGov: I renounce my long-standing belief in open borders
I thank the Democrats for persuading me https://t.co/0aYEZEqdVR
tweet
X (formerly Twitter)
Warren Redlich - Chasing Dreams 🇺🇸 (@WR4NYGov) on X
Dad, AnCap Florida Man training neural nets on Asia dataset. Tesla SpaceX Tech nerd. Pro-🇮🇱 but anti-aid. English, Español, 日本語, ภาษาไทย, Français
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
Elon Musk
Starlink is now available in 140 countries & territories!
And, of course, anywhere on the oceans.
tweet
Starlink is now available in 140 countries & territories!
And, of course, anywhere on the oceans.
Starlink is connecting more than 6M people with high-speed internet across 140 countries, territories and many other markets.
Thank you to all our customers around the world! 🛰️🌎❤️ → https://t.co/QnC5HG3geE https://t.co/2OYEQr6S3o
- Starlinktweet
Elon Musk
RT @the_jefferymead: I was asked how do illegal immigrants affect politics at the federal level? It was a good question.
Here’s how: https://t.co/lmsh7zaw8m
tweet
RT @the_jefferymead: I was asked how do illegal immigrants affect politics at the federal level? It was a good question.
Here’s how: https://t.co/lmsh7zaw8m
tweet
X (formerly Twitter)
Jeffery Mead (@the_jefferymead) on X
Designed in a Lab jeff@meadx.com
Elon Musk
The difference between reality and the legacy media is insane!
tweet
The difference between reality and the legacy media is insane!
SUPERCUT!
Corporate media: These murderous riots are actually mostly peaceful https://t.co/9Aig54BoH2
- Tom Elliotttweet
X (formerly Twitter)
Tom Elliott (@tomselliott) on X
SUPERCUT!
Corporate media: These murderous riots are actually mostly peaceful
Corporate media: These murderous riots are actually mostly peaceful
Jon Charbonneau 🇺🇸
RT @HuttCap: Great to see @different_mj of Hutt portfolio fund @dba_crypto representing our industry well at the SEC's DeFi Roundtable today in DC
tweet
RT @HuttCap: Great to see @different_mj of Hutt portfolio fund @dba_crypto representing our industry well at the SEC's DeFi Roundtable today in DC
WATCH LIVE: SEC Roundtable on DeFi and the American Spirit https://t.co/8ShRdyxyO8
- CoinDesktweet
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
Ansem 🐂🀄️
RT @TraderMagus: How to trade a bull market
Risk On/Off
Traders tend to get lost in their fomo thinking they must be max exposure all the time
Risk is how you grow and risk off is how you keep
How do I define Risk On/Off?
Some version of the following...
Risk On: Spot BTC, Spot Alts, Deriv. Longs
Risk Off: Hedged BTC, Sell Alts
The best version of this for most of you is
1. Spot long BTC
2. Spot long alts when BTC has strong momentum, sell into BTC when things are slow
Understanding Risk On/Off is how you manage your portfolio
But how do you actively trade a Bull market?
My two core strategies are The Dalai and the Vwap Retest
Dalai - Larger market wide pullback
Aggressively enter into BTC and Strong Alts
If BTC momentum is strong hold for a few days, if weak take profit
Vwap Retest - Buy shallow pullback on momentum day @ Vwap
Take profit outside of value
Asset Selection
We must be able to identify what coins are strong and ignore the other 99%. This is the most underrated skill this cycle, so how do I do it?
Spaghetti & Vwap Scans
Protecting the money
Everyone's always focused on making the gains but the real skill is in keeping them. In crypto its not that hard to run it up but few hold on to it
So how do you keep it?
"Be ready sell 20-30% lower than the all-time high"
Very few will sell the top, I somehow managed to last cycle but don't plan to be so lucky this time around
Once the trend starts to die, you need to not get hung up on the fact you could have sold 20% higher two weeks ago. This makes people turn winner into roundtrips or worse, losses
Attribute your successes to luck, this will keep you humble
Parts 2 & 3 next
Drop a like, RT & comment if you enjoyed
For each like BTC goes $500 higher
Cheers
tweet
RT @TraderMagus: How to trade a bull market
Risk On/Off
Traders tend to get lost in their fomo thinking they must be max exposure all the time
Risk is how you grow and risk off is how you keep
How do I define Risk On/Off?
Some version of the following...
Risk On: Spot BTC, Spot Alts, Deriv. Longs
Risk Off: Hedged BTC, Sell Alts
The best version of this for most of you is
1. Spot long BTC
2. Spot long alts when BTC has strong momentum, sell into BTC when things are slow
Understanding Risk On/Off is how you manage your portfolio
But how do you actively trade a Bull market?
My two core strategies are The Dalai and the Vwap Retest
Dalai - Larger market wide pullback
Aggressively enter into BTC and Strong Alts
If BTC momentum is strong hold for a few days, if weak take profit
Vwap Retest - Buy shallow pullback on momentum day @ Vwap
Take profit outside of value
Asset Selection
We must be able to identify what coins are strong and ignore the other 99%. This is the most underrated skill this cycle, so how do I do it?
Spaghetti & Vwap Scans
Protecting the money
Everyone's always focused on making the gains but the real skill is in keeping them. In crypto its not that hard to run it up but few hold on to it
So how do you keep it?
"Be ready sell 20-30% lower than the all-time high"
Very few will sell the top, I somehow managed to last cycle but don't plan to be so lucky this time around
Once the trend starts to die, you need to not get hung up on the fact you could have sold 20% higher two weeks ago. This makes people turn winner into roundtrips or worse, losses
Attribute your successes to luck, this will keep you humble
Parts 2 & 3 next
Drop a like, RT & comment if you enjoyed
For each like BTC goes $500 higher
Cheers
tweet
Lark Davis
RT @TheCryptoLark: Crypto bros, after that random memecoin goes to 100x:
https://t.co/g1RyrkogXW
tweet
RT @TheCryptoLark: Crypto bros, after that random memecoin goes to 100x:
https://t.co/g1RyrkogXW
tweet
X (formerly Twitter)
Lark Davis (@TheCryptoLark) on X
Entrepreneur & Bitcoin investor. Tweets not financial advice. Founder of @WealthMastery_, the best newsletter in crypto.