building a life outside the system
Joined August 2021
- Tweets24.7K
- Following3.1K
- Followers44K
- Likes57.7K
Pinned Tweet
I started crypto with $2,000 at 21
Turned it into $200k in my first year of trading
Nuked my portfolio down to $40k because of FTX
14 months later, I hit my first million at 23
No lucky hits, just consistently finding good trades
No cabal, all done on my own
Absolutely grateful for everyone who supported me on this journey
Here’s to printing more money together 🥂
ZKsync just dropped some massive news.
traditional banks have shown a lot of interest in blockchain technology in the past.
the problem is that getting a pilot into production means building all the software controls yourself, and most banks never get past that.
commander is that layer as a product, on the chains banks already run.
at first, this might sound boring since it's purely B2B software and nothing we as end users will ever interact with.
but if executed properly, it could bridge a major gap between traditional banks and blockchain technology.
another small detail i find interesting is that the team plans to share more news about their economics soon.
i haven't pulled the trigger yet, but i've put $ZK back on my watchlist.
things i'll be watching that could trigger a buy for me:
- adoption of their software. they already had some massive players on stage, but can they actually convert them into customers?
- bullish changes to the token's economics
i misjudged the pumpfun situation.
the fairness of the packs seems to be verifiable.
and the accusation isn't that the packs were rigged.
it's rather that pumpfun paid partners to open packs and that it was unfair because they were playing with house money.
it seems very likely that pumpfun paid some of the bigger accounts, but i genuinely don't understand the issue with that.
i guess the only valid criticism is that the posts weren't disclosed as paid partnerships?
i've been focusing a lot more on perps lately.
TrueCurrent is one of the platforms offering 0% trading fees.
they're currently giving new users the chance to win a stock worth up to $700.
and the requirements are VERY simple:
1. sign up using a referral code (link below)
2. generate at least $10 in trading volume
3. get a chance to win a free stock
ended up barely breaking even for now and getting absolutely smoked by @FabianoSolana
🤝 Paid partnership
betting on founders is still my #1 criterion for investments in crypto.
gigaverse and onchainheroes were the only two projects i invested in on abstract, for the sole reason that @0xDith and @Skarly are chads.
both projects probably faced the biggest headwinds building in gaming (dead narrative) and on a dead chain that's now shutting down.
despite all that, it was an easy hold for me. narratives come and go, but the founders stay the same.
seeing everyone on the timeline being convinced that pumpfun KOLs winning rolexes must be rigged.
and from what i've been reading on X, it looks pretty sus.
but aren't the pulls and their RNG verifiable onchain?
can someone smarter than me enlighten me?
people spent $2m ripping pumpfun rolex packs
4,013 rips, only 18 ppl won rolex
weird how most of the rolex winners are the ones promoting pumpfun
the $STONK chart continues to look brutal, now down 72% from ATH.
interestingly, $ZCAT seems to have found a bottom over 2 weeks ago and has been trading in the $35 - 60m range since.
revenue also looks like it has bottomed out, with daily buybacks of $50 - 60k.
at current buyback levels, that translates to a P/E of around 4x.
if there's one thing i've learned, it's that you shouldn't try to catch a falling knife in crypto when the sustainability of the product is questionable.
so i haven't pulled the trigger yet, but still keeping the token on my watchlist.
clear buy signals for me would be:
- a breakout from $ZCAT, ideally backed by strong volume
- new STONK runner with the potential to hit $50m+
- onchain appetite or STONK revenue slowly creeping back up
brutal chart for $STONK.
at its peak, daily revenue and buybacks hit $1m for several days.
yesterday, daily revenue dropped below $100k for the first time since the run up.
another good reminder of how fast-moving this market is and why annualized revenue for new protocols is mostly a meme.
the good news for ecosystem believers, is that the token is down 66%, meaning a $100k buyback now burns as many tokens as a $300k buyback did at the ATH.
i'm currently sidelined but still keeping a close eye on the ecosystem.
say what you want about fomo and pumpfun.
you can't deny that they've onboarded new users and contributed to an onchain revival.
the problem is that those users are literally being led straight into a slaughterhouse.
callout rewards incentivize quantity over quality.
many users on the leaderboard (which new users are directed to right away) no longer care about being profitable or finding good coins.
all they care about is shilling as many coins as possible.
show me the incentive and i will show you the outcome.
"we analyzed 534 callouts he made in the last 2 weeks"
lmao this guy is calling 40 tokens a day??
and the tokens he calls look like this.
5k mcap tokens btw, and the pump and dump happens within less than 4 minutes.
1/ Meet @anglio
Ex-construction worker. Now serial extractor on pumpfun:
• 5 side wallets
• 500+ callouts
• $130k extracted
looking through some of the fomo pnls is brutal.
a lot of unrealized pnls have gone from $4m to $1m in just a few weeks.
after slippage, that's maybe $900k.
$450k after taxes.
every time i see pnl roundtrips like this, i just hope it was only play money for these people.
but since we're in crypto, it's much more likely that when you see someone with $1m in their fomo account, that's also their entire net worth.
brutal chart for $STONK.
at its peak, daily revenue and buybacks hit $1m for several days.
yesterday, daily revenue dropped below $100k for the first time since the run up.
another good reminder of how fast-moving this market is and why annualized revenue for new protocols is mostly a meme.
the good news for ecosystem believers, is that the token is down 66%, meaning a $100k buyback now burns as many tokens as a $300k buyback did at the ATH.
i'm currently sidelined but still keeping a close eye on the ecosystem.
strong 130% bounce for $STONK from yesterdays bottom, and it has now retraced back to $120m.
the market is still doubting whether STONKs revenue is sustainable.
if you annualize the revenue from the past 2 days, it clearly screams BUY.
but the valid questions are:
how much longer will the market care about alternative pairings?
if you think this trend sticks around, will the meta stay relevant on solana, or will robinhood, base, bnb and others start gaining more market share?
if it does remain relevant on solana, will STONK be able to maintain its position, or will PUMP and other launchpads start taking some of it?
a lot of unknowns, and the market clearly doesn’t know what to make of it.
i got 69 points on arcus this week.
wasn’t active at all and basically just had a small grid bot running for 3 days.
it’s still a no-brainer to do some of your trading activity on arcus, especially over the next few weeks while a lot of people are still farming variational.
i have 5 more access codes to give out, just comment below or DM me after signing up.
Link: app.arcus.xyz/ref/ONCHAINMO
Season 1, Week 1 is complete - 250,000 points distributed.
This week on Arcus:
• $2.94B Trading Volume
• $64.06M Open Interest
• $727.6M RWA Volume
• $258.8M Overnight & Weekend RWA Volume
See your points and rank: app.arcus.xyz/rewards
250K points go out every Wednesday at 3PM ET for the duration of the program.
one last flashback to the Blast days as the chain is shutting down.
i know Blast gets a lot of hate (for good reasons).
but for me, it was one of the most fun and, at the same time most profitable periods i have had in crypto.
we executed it almost perfectly, from figuring out the best onchain strategy to selling virtually our entire airdrop right at the top.
we ended up with 5 wallets in the top 0.01%, all with very little capital deployed.
good times, and now straight to zero with the chain right where it belongs.
Blast will be shutting down.
We launched Blast with the goal of building a self-sustaining chain for users and developers. Unfortunately, the economics of operating the chain no longer make sense: the ongoing costs of maintaining Blast exceed the revenue generated by the L2, and we do not see a credible path to making the chain economically sustainable.
As a result, we've made the difficult decision to wind Blast down.
We're sorry to the users and developers who believed in Blast, built on it, and supported the ecosystem. Our priority now is making the shutdown as smooth and safe as possible.
We're asking all users to withdraw their assets from Blast to Ethereum mainnet, including any balances held in the Blast PWA.
To make this easier, we will be reducing the withdrawal delay to 24 hours.
As part of the shutdown process, we'll first begin withdrawing Blast's Lido assets. This process is expected to take approximately one week. During this period, withdrawals will temporarily be unavailable, even after the withdrawal delay is reduced to 24 hours.
Once that process is complete, withdrawals will resume with the new 24-hour delay.
Users will have until October 26, 2026 to withdraw through the normal Blast interface.
After October 26, assets will remain withdrawable, but users will need to interact directly with the Blast bridge contracts on Ethereum L1. We'll publish detailed instructions before then.
We strongly encourage everyone to withdraw their assets to Ethereum mainnet before October 26.
arcus is the best airdrop farm right now.
direct investment from robinhood and volume is still relatively low.
i've got a few access codes to share since i've been using it since season 0.
volume will likely multiply now that the points program is live, but i expect the next few weeks to still be very lucrative for farming.
you currently still need an access code to join.
i'll be giving some away in the comments to people using my ref code: app.arcus.xyz/ref/ONCHAINMO
+ you will get discounted trading fees.
just comment after signing up and i will DM you.
The time has come. Arcus Points are live.
Season 0: already settled and ranked. Connect your wallet to see where you landed.
Season 1: begins now.
arcus.xyz/blog/introducing-a…
anyone who isn’t using AI for trading is automatically at a disadvantage.
from research to trading setups, it’s simply way more efficient than doing everything manually.
the only real downside right now is still the friction, especially compared to something like vibecoding where everything happens in one interface.
that’s where the new @MEXC CLI feature comes in.
it lets you connect your MEXC account directly with popular models like ChatGPT, Claude, etc. and seamlessly execute the trades you worked out together.
personally, i’m not a fan of fully autonomous trading agents, because i still think your own input is extremely important if you actually want to beat the market.
but i use AI heavily as a tool for my own trading, and MEXC CLI massively improves the convenience of actually executing your trades.
🤝 Paid partnership
link if anyone wants to try it:
mexc.com/api-docs/cli/overvi…