Offshore
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The Few Bets That Matter
$PATH was up +1.62% in the last 30 minutes.

Why? Because smart money moves last.

And they told you everything you needed to know, without speaking a word.

Big accounts need time to size and decide. If prices stick below an area they care about, they act at the close. Why buy before?

Why not after? Because pre-market is illiquid, dagerous and outside of their working hours. The last moment to step in is before close.

That’s why only the close matters. The rest of the day is noise. The close tells you what the market really wants.

Price action matters because it’s self-fulfilling: If enough capital watches the same level, it works, wether you believe it, or not.

Period.

Today showed that the market refuses to let $PATH close below the daily 50. Not by chance, by demand. Liquidity stepped up, buyers stepped up because they wanted to buy the asset. They are interested.

The daily 50 has been the key level for weeks, months even. This is where real players accumulate in the current range.

The day it breaks at the close, buyers didn’t step up, by choice or by constraint. That’s when you worry.

Until then, if you’re bullish:
You buy.

The open doesn’t matter.
The day doesn’t matter.
Only the close does.

Why? Because the close is where everyone agrees to stop.

If you really want a price, you don’t wait, you buy.
If no one buys, no one wanted it.

That’s what a candle’s close tells you. What market participants chose to do during that time.

Only the close matters.
- The Few Bets That Matter
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Offshore
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Clark Square Capital
Every day in liquidation nation https://t.co/Je7ZPOtNMq
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Offshore
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Startup Archive
RT @perchdotapp: Naval Ravikant: “Pride is the enemy of learning”

“When I look at my friends and colleagues, the ones who are still stuck in the past and have grown the least are the ones who were the proudest because they feel they already had the answers and don’t want to correct themselves publicly . . . Pride prevents you from saying, ‘I’m wrong.’”

Naval continues:

“It could be as simple as trading stocks and you don’t admit you were wrong, so you hang on to a lousy trade. It could be that you made a decision to marry someone or move somewhere or enter a profession and it doesn’t work out; then you don’t admit you were wrong so you get stuck in it. It’s mostly about getting trapped in a local maxima as opposed to going back down and climbing the mountain again. The great artists always have the this ability to start over, whether it’s Paul Simon or Madonna or U2. Even the great entrepreneurs, they’re just always willing to start over.”

source: @ChrisWillx (2025)
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Offshore
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The Few Bets That Matter
$ETH - I mean... The signs were there.

Question is, did you pay attention?

Now bouncing on the daily 200. Don't get cocky, the point to be was earlier, now it's time to be patient and see how strong that buying power is.

Let's ride now. https://t.co/d9LIkoIilN

$ETH gave you the perfect pullback.

While everyone is explaining that Friday's rulling on tariffs will be the new liberation day, crypto is telling you the contrary.

Many other stocks have bullish setups, after weeks/months of everyone telling you the bull run wasn't over.

The irony.
- The Few Bets That Matter
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Moon Dev
so many freebies today

in our private zoom today i built ai agents for the hyperliquid data layer

everyone who joined got the full replays plus a free api key and the quant app

if you grab a ticket for tomorrows stream you get todays replay

tomorrow i will give out the free bonuses again

dont miss tomorrow grab your ticket here https://t.co/Aw7dcEw2RV

moon dev
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Offshore
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God of Prompt
RT @alex_prompter: If you're still coding without Claude, you're wasting hours.

I built 23 projects using these prompts.

Here are 8 Claude coding prompts that replaced my entire workflow: https://t.co/PsN5ta7eQA
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Offshore
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Illiquid
$ttmi now behaving like a Taiwanese stock. Must have been a great preso at Needham. https://t.co/ssEB2EP36F
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Offshore
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Illiquid
There’s an obscure HK company that might be making PSUs for servers. https://t.co/W4BN9IQPf7

Even without taking a long-term view, the PSU market is going to grow massively starting next year.

What’s really unfortunate is that most major PSU makers are Taiwanese companies. For me, investing in Taiwanese stocks is a bit tricky. https://t.co/dSiepQ2YT4
- Jukan
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Illiquid
Valhalla. https://t.co/Vux4Jln4qO

On 29 October, after SK Hynix was up ~60% in a month, I dug up a Japanese FOMO basket. For the second order beneficiary and meme potential enjoyers.

https://t.co/K2jWOp82n2 https://t.co/6ipjhhxYFQ
- Illiquid
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