Helgait_eth

Will FUD reasonably. Mostly satirical. mid curve thinker, on-chain left curve.
@contrabandfnf

[Brian Armstrong @brian_armstrong]

The rumors are true, we bought the NFT. @UpOnlyTV is coming back.

[Helgait_eth @Helgait_Eth]

@lunolaser Check @elonmusk

[Rep. Mike Collins @RepMikeCollins]

I got laid off at USAID today. I was in charge of making the Taliban trans. Was really starting to make headway too.

[Helgait_eth @Helgait_Eth]

@EricTrump Buy da dip

[Helgait_eth @Helgait_Eth]

@theo2k2_ If anyone can bounce back stronger, I have full faith that it's gonna be ya

[Helgait_eth @Helgait_Eth]

@cnig69 $55.55

[Helgait_eth @Helgait_Eth]

@beniduboss 1:58 143547

[Y22 @real_y22]

spent the last days reminiscing about recent performance and the trading challenge. some things went well, some things went wrong. overall its a good result, but i am still not happy with my performance. it could have been better. i still have lots of holes in my game, need to level up and put the work in to improve. what i am proud of is that it was achieved without airdrop money and without one single kingmaker trade or lucky shot. it was done with a series of trades (100+) over the span of 120 days and with proper risk management in place.

i want to thank some people who helped me along the way:
@0xTecton who had the idea to this format and whose guidance had a huge effect on me. most consistent performer i know, learned a ton about the mental game and about discretionary trading from him. also a class act, helped me out of the hole when times were the darkest. i owe you a lot, brother.
@RiffRaffOz from whom i learned a lot about decision making.
@BillyDishman who showed me a holistic approach to trading this market.
@Kevo0o0o0 dexter and @dungkaga who helped me with emotion management.
@game_for_one who helped me refine my methods and showed me a lot about trading psychology.
@lazyvillager1 @kelxyz_ @Darrenlautf @Daryllautk the new friends i met along the way and whose guidance was very valuable to me.
my friends at ocb, the homies at NPU and the Lab.
and last but not least my followers who gave me tons of valuable feedback in the comments section. very grateful for the discussions we had under my posts and for all the support.

have thought a lot about how to proceed from here. decided to continue live trading and start a new challenge. many have told me to continue in private and stop posting trades. they said that i already have a good reputation and have demonstrated ability, that i have nothing to gain and a lot to lose. that is maybe true. but i don't care about my reputation, i only care about performance. and i think that the pressure of live trading is beneficial to me. so we ride.

thought about starting the new challenge with 1m but decided against it. instead i will start with 500k and have used the rest of the money to buy BTC. acquired 6 BTC for 558180 $ today, at a price of 93030$ per coin. these coins bring my longterm BTC stack to 10, a ratio of roughly 66:33 in portfolio structure. the same ratio than when i started the first challenge.

the reason for this kind of structure:
the longterm BTC position will give me a safety net and will create the necessary headspace for risk taking with the other part of the stack. with this structure, even if the worst case happens and i blow up my entire USDC account i will probably still end up with a decent amount of money at cycle end. this will give me the mental clarity i need to take bigger risks with the trading stack, it creates room for risk tolerance. have thought about putting it in HYPE but decided against it, as it would defeat the purpose. this part of the portfolio is not designed for capturing maximum upside, thats what the other part is for. i think this is the best decision i could have made in this specific situation.

5 million is a very high target. not sure i can pull it off but will give my best. inspired by the quote from Bill Nicholson, manager of Tottenham Hotspur:

“It is better to fail aiming high than to succeed aiming low. At Spurs we set our sights very high, so that even failure will have in it an echo of glory.”

one thing that is important is to net let myself get carried away by the number and fall for anchor bias. if i think the music stops i will go in cash and wrap it up, challenge finished or not. this will be a challenge in itself, as greed gets stronger and stronger the closer we are to the end. its the nature of this market, dictated by greed and fear.

it is the same format as before, each %-point represents 50k $. will use the status bars to show progress of my portfolio. starting at 10% to be able to visualize negative returns as well.

𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬:
500000 USDC

𝐩𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐛𝐚𝐫 (𝐫𝐞𝐚𝐥𝐢𝐳𝐞𝐝):
▮▮▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯ 10%

𝐩𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐛𝐚𝐫 (𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐮𝐏𝐧𝐋):
▮▮▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯▯ 10%

[Helgait_eth @Helgait_Eth]

@BadlyLiquidated All the new narrative

[beeple @beeple]

ONE HUNDRED THOUSAND DOLLARS

[Helgait_eth @Helgait_Eth]

@cobie so what was the name of their dog

[Helgait_eth @Helgait_Eth]

@BadlyLiquidated Airdrops were the fake farms, the real farm was the subs all along

[Helgait_eth @Helgait_Eth]

@KookCapitalLLC Ngl we’ve seen this movie many times before. Check out distribution on @CrashiusClay69 coins 🤣

[Helgait_eth @Helgait_Eth]

Ya really can’t trust anything anyone says, anything and everything is a meta that only lasts for X amount of time, CT main characters are only the loudest when price is moving up.
Everyone that goes on a crusade to justify a specific meta eventually will all end up in the hall of shame.

[Helgait_eth @Helgait_Eth]

@0xmidjet Can never keep up with these metas smh

[Helgait_eth @Helgait_Eth]

@cobie Ethereum 💀

[Helgait_eth @Helgait_Eth]

@BadlyLiquidated What’s the name of your dog

[Helgait_eth @Helgait_Eth]

@OwariETH Which city nibba?

[Helgait_eth @Helgait_Eth]

@muzzyvermillion Fat Jew Rises