Your Polymarket bot can pass every backtest and still fail when a live order times out.
What happens when liquidity disappears, market data goes stale, or a partial fill leaves your position uncertain?
Stress testing exposes these failure modes before real capital is at risk.
#Polymarket #Rust #AlgoTrading
It’s a good time to say this one last time, now that we’re all happy and the fun part begins.
I will buy and sell whatever I want whenever I want for whatever reason I see fit and I give no one any explanations: I run no paid groups and never will, I gamble my own money and will do so at will. I am also uninterested in being a community member ever again: no one gives a fuck anyways, I could disappear from here tomorrow and no one would give two fucks within a week. Maybe less. I owe you nothing.
I will talk about a lot of shit, I will never be paid for that, and not once have I ever been in the past. I even forgave very legitimate advisory gigs to be able to always bullpost and shitpost in peace.
A lot of shit will be extremely left curve, some will rug, some will do fantastic, some will be exploited, some will be generational, sometimes I’ll be plain wrong, but NOTHING I will ever say is financial advice. This is the diary of a gambler. I am having fun, and will continue to have fun within the confines of logic and decency.
What you do with that is not my problem.
At some point I will probably have a social trading account. That is clearly the future. If anything, I think people are selling themselves short right now. Especially if memestonks meta and streaming and tradfi keep merging, I can see threadguy’s idea of this becoming the future of entertainment to a virally high level very possible. It will be the only “paid” thing I’ll ever do, as it takes nothing away from others. And if I’ll ever do that, I’ll make sure to be paid well. I will be public about it and make sure it’s very clear. That’s kind of the whole point.
I tweet from the toilet most of the times, I’m the typo king, I don’t curate ever. I don’t even have monetization active. This account was a mere accident, and I kept it squeaky clean.
Make sure you do the same.
And remember, borrowed conviction never goes far. If you follow me, you will get rekt: you don’t know my size, my timeframes, exit points or full formed thesis, and even if you did, those can change in a whim. The best traders in the world adapt fast.
The one thing I always have been and always will be is honest in both wins and losses: you’re both your own best friend and worst enemy in this trading journey. Embrace that, empower yourself, take responsability and journal your progress.
Turn on your brain, do your own research, like actually fucking read and understand things deeply, find your own style: it’s the only way to level up.
Enjoy the ride as much as you can, I think there’s a nonzero chance this is the fabled bull run.
But remember to log off this time.
I know I will.
🥺 These are very kind words from one of the most underrated, sharpest trader I know on here
Since I've been getting questions, this is what I wrote re: my subscription today:
1. I have written in public for 5+ years and have never scammed, or agreed to tweet about a stock / token for $$
2. I plan to keep it that way. Lots of people look down on X subscriptions because scammers use it - it has a bad rep. But to me, subs are a way to filter conversations, and a place for me to comfortably share my market views. I value authenticity, and want to always be authentic especially to my paid audience.
3. As I grew bigger, it became harder for me to publicly share positions - I still do it, but knowing I'll be scrutinized for every thing is tiring. Paying filters for people who actually want to be here - you also get a community of like-minded investors + you can ask me questions directly, because there's fewer people - normally I have notifications turned off because there's too much spam
4. Substack will always be free. And the reason why I switched to X was that the platform has to match the cadence. Substack is good for long-form, higher time-frame thesis, one article a week kind of style. But it's bad for my trading style, especially when I want to "ape first, research later"
5. Lastly, I always make sure to charge on the lower end while delivering more than expected. I chose an amount that is less than the market - (Most Substack influencers charge $60 - $100/m, Kevin Xu does $250/m, etc.) and I believe that paying forces me to post more actionable insights.
Writing in public for so long, you realise that most people consume quietly, and there's a small minority of loud critics, so it became more difficult to be incentivised to post quality insights.
By using subscriptions, I find that I'm able to comfortably share what I want to share, e.g position updates, trades, and more intimate ideas, versus the broader X where it's better to vaguepost
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i think tokenized stocks are becoming one of the strongest metas on Solana
Stonk is sitting right at the intersection of tokenized stocks and memes, with support across the broader Solana
> anyone with a wallet and internet connection can get exposure to assets that may otherwise be difficult to access
stablecoins proved how powerful that access can be and i think tokenized stocks are heading down a similar path
Intel is up 50% since, patience and allocation to assets that are strong but overlooked will always be the best way to trade.
Didn’t get my full size on INTC but has still been a monster ride for me.
the launchpad game still has a lot of room to evolve
“The game is not solved at all”
“How to curate and find the coins that are actually going to do well long term”
the next wave gets interesting as more devs, retail and institutional capital move onchain
i’m watching:
> protocols built around RWAs + tokenized stocks
> mobile speculation + memes
> launchpads that reward longer-term alignment
> products capable of capturing value from growing onchain activity
DeFi summer showed how quickly new protocols can scale when fresh capital meets real usage
curation + incentive design are the parts i’m focused on now
CARDANO STABLECOINS, SECURITIES AND REAL WORLD ASSETS UPDATE ✨
After more than a year of work, our talented group is currently finalizing the standard for Cardano programmable assets 👀
The CIP-113 officially sets a standard to have interoperable securities, RWA, and stablecoins compatible with Cardano DeFi!
Here's a quick explanation of how it works:
1) Every user automatically gets a smart account, derived from his stake credentials
2) In the smart account, tokens can freely be transferred and managed as you normally do with native tokens but they cannot exit the smart account
3) If native tokens accidentally end up in your smart account you can send them outside of it with a normal transaction
4) An on-chain registry keeps track of all the existing programmable assets with all the info needed to use them
5) An on-chain list keeps track of all users state, for example if they are blacklisted or whitelisted
6) Anybody can create a programmable token with custom rules. The wallets will automatically be able to see and manage it
7) A library for DeFi is in the making to abstract the programmable tokens logic for all dApps, so they don't have to change their logic.
8) @FluidTokens lending and @MinswapDEX will be the first dApps fully supporting this standard
9) @finest_tokenize is going to tokenize stocks and other securities through this standard
10) Stablecoins like USDC can freeze users and pause all transfers in case of need
11) Mixed transactions with native and programmable tokens are easy
12) CIP-113 is much safer than Ethereum ERC20 as you don't need to delegate your tokens to dApps that could get hacked
13) This final version of CIP-113 is a merge of CIP-113 and CIP-143
14) Co-authors of this standard are: @MicheleHarmonic@phil_uplc@0xMetamatt@elraulito
15) Expect this CIP fully operational within Q1 2025 😎
2025 will be a blast for Cardano and this standard will unlock many awaited use cases 🪙
you have to understand that for 2 years straight now crypto participants have been conditioned that every coin is worthless and if you dont sell as soon as possible you'll lose everything
also nobody reads anything, so your advantage is being able to extend your time horizon past 15 minutes and actually do your own research
if you believe the tvl of tokenized stocks on robinhood is going to 100x from here, then it's irresponsible to not have exposure to the protocol with the fastest growing treasury of those assets, imo
OCM Genesis Reinscribed with the Digital Rosetta Stone!
The iconic OCM Genesis has been reinscribed with the full Ordinals Protocol source code, transforming it into the Digital Rosetta Stone for Bitcoin art. This artifact fills an entire Bitcoin block (905026) and resides on a block 9, 450x sat with four cursed inscriptions, embodying unmatched provenance, scarcity, and conceptual depth.
The new milestone adds to OCM's list of innovative art:
1⃣OCM Genesis: Pioneered generative art collections on Bitcoin - the blueprint for others that followed.
2⃣OCM Dimensions: Revolutionized recursive art with inscribed code libraries (three.js and p5.js) for creators, plus the first immutable, evolving inscriptions and randomized reveals.
3⃣The Digital Rosetta Stone: Preserves the Ordinals protocol on Bitcoin, and now all inscriptions are completely on-chain!
This piece is more than conceptual art. It's infrastructure, history, self-reference, and preserves all Ordinals and Art on Bitcoin forever! 🔥🔥🔥
Lince started because of a random conversation while I was buying my engagement ring.
A random conversation that made me discover an existing problem to solve for an specific user persona.
12 months later, after validating that we are able to build, deliver and manage capital with our smart risk engine it’s time to go a step further and pursue the reason that convinced us.
This is our pitch for @colosseum frontier.
If you have experience in fintech or you are interested in bringing EUR yields to any european saver, then we definitely should talk.