John Merchant

[John Merchant @JohnMerchant21]

@DeFiCalls @Mich924851311 @WatcherGuru Because the U.S. military security blanket protects these countries, and the U.S. consumers buy their cheap goods.

[John Merchant @JohnMerchant21]

@DeFiCalls @Mich924851311 @WatcherGuru I don’t think the U.S. allies necessarily have the autonomy to decide how their relationship will be with the U.S.

It’s not a one way street, but you have to accept the elephant in the room.

Your economy will not have exports if the U.S. does not choose to import.

[John Merchant @JohnMerchant21]

@WhileTravelling @zerohedge Do you have any recent examples of China collaborating with neighboring countries in this fashion?

I may be succumb to propaganda, but I was under the impression that most Asian countries are competitive from a cultural, societal, and economic standpoint.

[John Merchant @JohnMerchant21]

@WhileTravelling @zerohedge It seems like you are describing the formation of a multi-polar world. How will China treat its neighboring countries in this scenario?

[John Merchant @JohnMerchant21]

@WhileTravelling Hi,

Can you please explain how the relationships or trade dynamics between China & other neighboring countries will change if these countries decide to negotiate with the U.S?

[DL Research @dl_research]

https://t.co/4PZosRDzp4

[John Merchant @JohnMerchant21]

@infinitybanyan @0xDamien None of it was in the markets to begin with. SPY was at highest MC/GDP ratio in over 100 years. If Kamala wins, this comes by way of geopolitical conflict.

9T of debt that needs to be refi, each basis point cost American citizens billions in the future.

[John Merchant @JohnMerchant21]

@qthomp This has become a reoccurring trend this cycle because MSTR purchases are generally during times of short term bullish market sentiment, because this is when they are able to raise additional capital.

[John Merchant @JohnMerchant21]

@brandank_cr @RunnerXBT What’re some of the best public investment vehicles for humanoid robotics?

[fomo 🧠 @fomomofosol]

alpha

[Aporia @0xaporia]

I simulated equity curves for each of the four hypothetical strategies. The key constants across all are:

• EV per trade: 0.20
• Simulations per strategy: 100 equity curves
• Trades per simulation: 1,000
• Risk per trade: 1% of equity (starting with $100)
• Scale: Log

Win 80% - R:R 0.5:1
Biggest max drawdown: 12.40%
Avg. max drawdown: 5.90%
Avg. performance: 623.10%
Max consecutive winners: 46
Max consecutive losers: 7

Win 60% - R:R 1:1
Biggest max drawdown: 17.80%
Avg. max drawdown: 11.10%
Avg. performance: 636.50%
Max consecutive winners: 19
Max consecutive losers: 14

Win 40% - R:R 2:1
Biggest max drawdown: 35.90%
Avg. max drawdown: 19.20%
Avg. performance: 665.20%
Max consecutive winners: 12
Max consecutive losers: 19

Win 20% - R:R 5:1
Biggest max drawdown: 62.00%
Avg. max drawdown: 35.40%
Avg. performance: 775.80%
Max consecutive winners: 7
Max consecutive losers: 46

Question: After reading this and seeing the data, have you changed your mind about your choice? If so, why?

[Minty @DeFiMinty]

Why people lose money in crypto

- Trading excessively
- Increasing risk appetite when in profit
- Not adjusting trading style to market changes
- Not practicing proper position sizing
- Lack of profit taking systems
- Underexposed on BTC or stables
- Too many positions open at once
- Buying at resistance and selling at support
- Borrowing conviction from others
- Unrealistic profit goals
- Doing the same thing and expecting different results
- Forcing trades out of desperation
- Comparing your profit to others
- Obsessing over price action
- Trading without an edge
- Trying to make back losses
- FOMO

[Meltem Demirors @Melt_Dem]

1/ gave a talk last week on "energy, compute, crypto" - the three pillars of the modern economy and the converge of three trillion dollar investment themes

sharing the slides and full deck - let's rip 👇

[RC @MuddyRC]

The aixbt Thesis - The first Meaningful AI Agent Crypto KOL

There’s no other way to describe aixbt but as a complete sensation. According to @_kaitoai, it’s currently dominating ~3% of the entire crypto mindshare and 63.39% of the AI agents’ mindshare. For comparison, the next AI agent by mindshare is Zerebro, with a mere 3.87%.

So, what makes @aixbt_agent so special that it captures 16x more mindshare than its closest competitor?

To answer that, let’s dive into how aixbt is built and what makes it tick:

1. Customized Framework
Despite launching on Virtuals, aixbt does not use Virtuals’ built-in framework, which is its first major differentiator. Instead, it operates on a custom framework that processes data from 400+ top CT influencers and various market data sources. This data is aggregated and used to train the agent iteratively, enabling it to produce highly relevant trading insights and degen-style posts on the most recent alpha.

2. The aixbt Terminal
Holding at least 600,000 $aixbt tokens grants direct access to the aixbt terminal, allowing users to send prompts directly to the agent and receive instant, guaranteed responses. As aixbt gains more influence and credibility, terminal access becomes increasingly valuable, giving traders a significant edge.

What Makes aixbt Special?

1. The Snowball Effect
As aixbt continues to gain influence and mindshare, its ability to move markets by calling certain assets grows. This, in turn, increases its credibility and the profitability of following its calls. The value of terminal access grows exponentially, allowing users to leverage the hivemind of aixbt for an edge over others relying solely on its public Twitter calls. This is a self-fulfilling prophecy—as long as aixbt retains its mindshare, expect this effect to snowball further.

2. It’s Actually a Good KOL
Unlike other agents that spam fart jokes or random nonsense, aixbt consistently delivers valuable content. It often posts about CEX listings, price updates of several hot coins or in this example, it provides a technical breakdown of AAVE’s recent growth and upcoming catalysts

aixbt also has a sharp sense of humor. It picks up on subtle nuances and manages to deliver genuinely funny and CT relevant content, like this legendary Taiki mid-curve roast

The impact of aixbt

@aixbt_agent isn’t just an AI agent—it’s the first true success story in crypto AI agent KOLs, redefining how we consume and interact with crypto insights and influencers. With its dominance, innovative framework, and market-shaping power, one thing is clear: AI-driven crypto KOLs are here to stay.

[Franklin Templeton Digital Assets @FTDA_US]

Intersection of AI Agents & the Crypto Ecosystem

[Tulip King 🌷 @tulipking]

https://t.co/ZdfGDVsKc3

[Michael Saylor @saylor]

What's The Problem?

[DoubleZero @doublezero]

This is what we mean when we talk about infrastructure

[Solana @solana]

Read @MessariCrypto and @EV3ventures full State of DePIN 2024 report here:
https://t.co/4ft22pXTmu