about crypto and ai
Joined January 2024
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bully.crypto retweeted
What i'm doing with my coins brain dump i didn't proof read
- A couple thoughts as to how I’ve traded this cycle so far
First and foremost alts and onchain are behaving very similar on the way up. Coins go into a lockout up trend, the entire timeline flips tubro bullish. This lasts until price cools off. eventually we rotate. Attention gets vamped onto the next. The strongest coins, however, always get the rotation back. So far it’s been Hype, Zec, Lit, Pump, near… ? The obvious takeaway is there is edge in being able to sit on a coin longer than a few days. Look at what happened with pump. 2x off the bottom in a straight line, nobody owned it, and after a few weeks of underperformance it was like people forgot the coin existed? Picked their own vamp to outperform (stonk, long, pons), then pump gets back into lockout trend.
The difference between the chosen alts and “onchain” is the flows keep coming back to the good alts. I stand by the idea that it is hard to justify anything onchain in the 300-500+ range because these alts have so much fucking juice in them. I don’t think Zec $5k+ Hype $250+ VVV $100+ Pump $.2 this year is that ridiculous. It means I have to either trade low caps into the 20-50 range or fully focus on spot alts (mentioned below) and leverage trading breakouts to stack more spot alts.
The obvious takeaway here is In order to catch the real moves these alts are capable of the only way to get there is by holding spot. Price action is schizo, partly bc everyone is trading high leverage only. It leads to nasty washouts and stops being run. 5-10xs are going to require being able to sit through chop. Look at how bitcoin has traded, lockout move 5-10% higher followed by seven days of nothing, which is legitimately grueling to leverage longs. Everyone gets wiped out. The timeline goes to war. Then we leg up again. I don’t see why this would stop. In hindsight the obvious way to play it was sitting in spot which goes against what I have been doing (and getting paid for).
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A valid concern is what will happen with stocks/bonds/war/oil/ant ipo/etc. The honest truth is I don’t think it matters. The fear was always “if crypto is trading this bad while stocks trade this good what happens when it flips.” There have been moments of stock misery (despite things looking pretty great all things considered rn) and crypto broke that correlation. I think bitcoin continues to exist as a great alternative to the ai trade and the good alts mentioned above can standalone as quality, cheap, assets that exist separately to crypto performance as a whole.
Every second I have spent thinking above these fears and reading market commentary has been a mistake.
I think in order to get paid as generationally as I would like over the coming months it Is imperative to read as few market opinions as possible. It feels like my feed has been overwhelmed by a storm of slop from people not making money. I can’t not get shaken out by trash. I stream for three hours a day, everyday, whatever I cover and learn during those sessions is beyond enough information to make clear decisions at the level that I need to.
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I think ultimately it comes down to what do I think will happen over the next 6-12 months. Thinking this far in advance is the only way to break away from the cesspool of flip flopping biases every hour on the timeline. And what I think it we have the best setup I’ve seen since joining crypto for outright mania.
Sec + CFTC are running GAME to push crypto. Btc ETF buyers are green again. Tokens are investible. Crypto is “cool” on socials to the younger generation. Social trading apps have reached escape velocity. Perps matter. Robinhood going all in, etc etc etc. I don’t need to pill anyone on the bull case. I love the spot.
The only way to make it that far is to hold the best coins on spot. This is shockingly difficult for me to do right now after having a great year trading perps. But I have to understand that the majority of that was during a bear market where there’s one or two impulse moves if lucky. Not a continuous uptrend with infinite marginal buyers higher and nothing but catalysts and air above like I think we have right now. It’s going to take some rewiring of my brain to make it where I think we can get to and keep exposure.
My final thought is when I think back on the traders of last cycle that outperformed the hardest what sticks out was their ability to denominate all profits into the winning coin. In 2024 it was sol. Stack sol -> sell to buy onchain coins -> take profits -> buy more sol. Rinse and repeat continuous big wins while sol legs up from $8->$270. Congrats on making it. I have been mentally taking a similar approach the last couple months but didn’t execute it as well as I wish I had. First it was pump. Most recently it was zec. Great PNLs on both but I wasted so much mental energy stressed over short term pa for no particular reason. (Buy some spot retard)
I sold, all of my zcash, because I felt extremely bloated in leverage and wanted to reset after playing the first round of the cycle pretty well imo. Moving forward I still believe that coin is zec and maybe a basket of a few others, Pump/Hype/vvv? And will probably be trading accordingly. Stack a ton of spot. Keep a non insignificant amount to leverage trade tighter spots, stack my golden goose coin
And pray we make it. good luck to us
bully.crypto retweeted
my advice to my onchain brethren is to not forget that the cex alts also can give 5-10x returns, you all are gambling on lowcap shitters all day you might as well also sling some of your port on perps
& cex alts typically have more size buyers behind them when they do have a real fundamental narrative
uptrends can last several months during bull, some started about two weeks ago, best of luck
bully.crypto retweeted
before I go I will tell you a secret:
@frankdegods is behind @UsePaid and other projects and is slow rugging his people while maintaining steady cool ai tech guy look on CT
@_Shadow36 is behind $troll with 0 real holders fully bundled shit while rugging his followers on $shadow $cupsey and shit loads of rh coins
@theunipcs pumped useless so people would think he has motion while he was behind bonkfun and every bonkfun coin and rugged every single one of them
@WhiteWhaleLabs is resmus and both are unipcs fake accs
any coin that has @Cupseyy ping/buy is his bundle and will be sold on you
axiom/pumpfun want you to believe that BubbleMaps and InsightX is where you should check bubbles, and if they are clean then coins are good, but they are lying, they are owned by the same people and don't show real bubbles, you should check it on solscanner.app which shows full bubbles but no terminal is integrating them because no coin would pump
@AxiomExchange saves all your private data and trades on the information (also shares with others)
@AxiomExchange charges above $100K+ for showing new launchpads on their platform and gives attention to highest bidder, really really corrupted company
@PoorGoat_ is @blknoiz06 alt account and solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump has 0 real holders and is fully bundled, solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump is his bundled "meme" play and PoorGoat is his created persona, with fake fomo PnL, and he eats from airdrops from various projects, CATE was a try to push his launchpad, but was a total failure, most likely he's in loss in both projects, fair on him, much better than any other guy I mentioned, but truth has to be told, CT deserves better
@fomo leaderboard consists of only fake personas and fake PnLs, 98% of those accounts are not real people, they are one of the bundled wallets in bundled coins registered on fomo as a real user, just to lure people into following those wallets and luring them into scam coins
@Pumpfun was made by young kids that were bundling and rugging coins, but they were super good at doing it, and they wanted a bigger stage, where they could launch as many coins as they want on their own platform, where they could control the whole process, and they have succeeded, they are some successful kids from criminal underground, very successful at what they are doing, and they know how to keep the casino going, since bundling and scamming is all they know, its in their roots
now to the yokai part, yea yokai sucks, has no motion, but at least has stayed true to his shit stuff, he is also a made up persona, but he always wanted to launch smth cool that would work, without all the bs, but since it wasnt working out he was usually taking his money back by selling into the pool, to take back what he invested, sometimes in profits and many times in losses, thats why I believe @blknoiz06 is in a huge loss on CATE and ANSEM, because when you try to keep things up there, in this market, almost always you're taking a huge loss and waiting for bull market to bring you profits, which never came to the trenches, dont really give a fuck if ppl believe this or not
if you look at my posts lately i've been fucking around with this account, totally not serious with it anymore, its just a hated account with shitty history and literally with hundreds of failures, but before I left I wanted to give you some real info, so trenches can learn a bit from experienced and if you ask I will give much more detailed information
cancer to trenches:
- @Pumpfun
- @AxiomExchange
- @theunipcs
- @fomo (for not banning fake accounts from leaderboard and dining with shitty influencers, while 95% of fomo users are in a loss)
- @frankdegods with a lot of cash behind the scenes, cash he made through DeGods, he's super smart and talanted guy, so I respect him, at least he pushes cool stuff before slow rugging them, but I believe he can do much bigger things in life, proper talanted indian, but still an indian
- @_Shadow36 literally a scammer, thinks he's smart, he's not, in a different (lower) league than ppl/companies mentioned above
- @blknoiz06 cool chad, feels like he doesn't want to sleep at night thinking he's a scammer, but he kinda is with all the bs coins he pushed and never mentioned again such as solana:DitHyRMQiSDhn5cnKMJV2CDDt6sVct96YrECiM49pump and having fake personas @PoorGoat_ / CATE etc, also not as talanted as he makes it look like, I think he's overinvested and has no idea what to do rn
the og of CT? @cobie I have nothing bad to say about the guy. he stayed cool as fuck all these years, built something valuable, and sold it to @coinbase for a billion dollars, now he works and does good for CB
trenches will do better when cancer is cured
but for now, there is now cure for cancer, so all you can do is gamble
end is near for them, stay smart, always check for signs that I mentioned above, to tell fake from real, use solscanner not other bubble map platforms, stay away from manipulators, and if there's a real runner you will know, it will be funny or super viral, it will have a narrative that can last, and it will have clean bubblemaps with real volume that's growing, and no cancer around it
DO NOT follow tracked wallets that Axiom or Pumpfun gives you, write your own agents and bots that can find real winners from latest successful launches, not the bundle wallets that had good PnL, but real traders that profitted, get your agents to find patterns between these plays, and get your own signals, do not track KOLs, the only reason they give you those names is to fuck you right in the ass
cheers
bully.crypto retweeted
Dividend benefits for Stock Tokens are getting an upgrade.
Dividend benefits are now applied automatically on the ex-dividend date instead of weeks later on payment day.
That means more immediate stock-equivalent economics from day one, no dividend dilution after the ex-date, and tighter pricing.
Already live across most Stock Tokens, with more to come 🔥
