a bull’s finest hour is the one before the bang.
stars aligning, crypto bill decision, new fed chair, tensions rising in the ME again.
If you havent had the guts to be long past weeks, imo not the moment to fomo into the last leg before a potential disastrous summer.
If you bought a Whoop, I feel sorry for you.
Google’s Fitbit Air just made it look silly
- $100 one time payment vs Whoop’s $199–$359/year forever
- Free tier actually works HR, sleep, SpO2, HRV, recovery, no paywall
- Optional $10/mo for Gemini Health Coach (vs Whoop where the sub is mandatory)
- Gemini analyzes meal photos, not just biometrics. Whoop can’t touch that
- Conversational health AI ask questions like why was I tired Tuesday?and get a real answer
- Open data platform Apple Watch, Garmin, third-party data all flow into Google Health
- 7-day battery, 5-min quick charge = full day
-Whoop just got a $10B valuation… and Google undercut them by 50% on day one
THIS GUY HAS 9 FOLLOWERS - HE JUST MADE A MILLION DOLLARS
Nobody knows who trader @404eq is - but he bought $17.5K of ASTEROID at an average of $2.5M Market Cap.
Since then, he’s up over $1 Million. How bullish is he on ASTEROID?
when you ask for claude's opinion, you get claude's opinion.
and that's all you get. one perspective from one generalist.
but somewhere out there is a person who spent their entire career on your exact problem.
> they wrote the book on it
> they built the framework
> they have a specific methodology that would cut through your situation in minutes
you just don't know who they are.
that's your ignorance tax: you don't even know who to ask.
so you settle for claude's generic take instead of channeling the person whose life's work is about your exact problem.
i built a skill that fixes this.
you describe your problem.
then claude figures out who the most credible experts are for your specific situation, and becomes them.
each expert analyzes your situation through the actual framework they're known for.
stuff like:
> ogilvy's rules about headlines
> hormozi's value equation
> schwartz's stages of awareness.
the real methodology, applied to your real situation.
then a synthesis finds the one verdict across all of them:
> where the experts agree
> where they clash
> a single concrete recommendation
i tested it on a pricing decision last month and it summoned hermann simon, a guy i'd never heard of who literally wrote the book on pricing strategy.
his framework was the one that actually changed my approach.
that's the whole point. the skill surfaces experts you didn't know existed whose entire career was about your exact problem.
you say "who should i ask about this" and describe your situation.
claude figures out who to summon.
While many people are selling MAGA to chase other memes that will rug in 24 hours
7/8 figure whales are accumulating $MAGA at these prices
Free money down here - all the higher ups in the government are telling you that they are releasing the files
Trump + Aliens = billions
🚨 I've been trading full time for the last few years. Here's what I've learned about swing trading that has helped my success rate:
STRUCTURE > EVERYTHING
- Seriously, zoom out and look at market structure first. No random set up or local price action has much significance if you zoom out and structure is garbage or doesn't support the local action.
WAIT FOR PULLBACKS IN STRONG TRENDS
- Identify a reliable support that holds often in strong trends. Whether it be a Fibonacci level and EMA or a structural level. Look for entry close to invalidations - that's where you get maximum R:R and where most people puke their positions or are too scared to buy.
FEWER TRADES; HIGHER QUALITY
- Self explanatory. Most people take too many trades. Not every set up you see is good and if you're finding 5 "good" trades a day you're either a trade scouting God or you're over-trading. And statistics show that 90% of us are doing the latter.
LET WINNERS RUN; CUT LOSERS QUICK
- Just let the winner run. Stop nerfing your R:R by closing everything early. Cut the losers quick tho. It's okay to cut before stop loss if you aren't getting the reaction you want. But don't just cut early because you're babysitting the chart or over-exposed and it dropped 0.6%
You don’t get paid for activity.
You get paid for patience.
- Quick scan, quick plan, walk away. Stare at charts too long and you'll force something.
The best trades feel obvious in hindsight.
Your job is to be positioned before that clarity hits - don't be afraid to add on confirmation.
DONT ADD TO LOSERS
- FYI, a pre-planned ladder entry position is not considered adding to a loser.
Do less. Downsize on your positions. Throw out most of the trades you like because they likely don't meet all of your criteria.
(Not financial advice) But trust me 🤝
Physical body
As a man and account that always promotes cultivating more energy & consciousness, i do also take care of the physical body, so here an overview of what i do
As my taoist master used to say: the physical body is the basis of the pyramid, the energy-work the middle layer, and the spiritual work the top. So without a good basis, nothing can be accomplished on the higher levels
To maintain the physical body i do:
1: check-ups
- every 3 months i check my blood, basic markers and vitamins. Is very cheap, can basically be done in any clinic nowadays, and been doing it for 15 years+. My sedimentation rate is very low, due to the chaga i drink, a good sign, and all the rest is also always pretty good. Recently had some low calcium so i adjust diet if needed if small things like that pop up
- every year or 2 years a full mri/skin/blood/heart check. I use Dutch clinic prescan for that but there are many others nowadays
2: maintain mostly a keto-diet: eggs, vegetables, meat, fish, some fruit, but i make enough exceptions. Ice-cream or pizza with the kids, some chocolate, delicious
3: after waking up when the sun rises, i start physical exercise straight away, usually some weights, swimming, running, around 1 hour. After that 1 hour of meditation & chi gong. Usually also surf a couple of hours a day so i am definitely very fit for my age. Overall at least 14 hours of physical exercise a week
4: overall maintain a muscular well toned body, not obsessed with ultra low fat percentages. I am not too skinny, not fat, just strong and healthy. Using iron shirt chi gong exercises i focus on tendon strength a lot too. See the book ¨iron shirt chi gong¨ by mantak chia
5: when feeling ill, or i feel a cold coming, first thing i do is immediately stop eating and fast until it passes. I also do a 3-day fast every month, only water and chaga. Also a 10-day fast once a year during the darkroom retreat. Can recommend this book on fasting: https://t.co/E1bevu8fgZ
Eating or no eating does not matter to me exercise-wise, so used to fasting that i can always function
6: i make a tea in the morning with cinnamon, ginger, tumeric, pepper, mint, some other herbs when available. I drink some glasses of these during the day.
7: 2 glasses of chaga a day as well. Article on this here: https://t.co/yjjDWYiL8S
8: i take magnesium sometimes, bisglycinate or l-threonate, but only when i feel tense after heavy surfing sessions
9: i sit in the sun 15 minutes a day at least with maximum skin exposure
10: overall do not take supplements, not into all the hypes that change every week. I believe the biggest advantage most can have is learning to preserve and recycle their sexual energy and cultivating their energy (chi), as shared often on this account. Many people can gain way more power learning energetic skills than toying with supplements. Stopping wasting your most precious energies, what the chinese call the three treasures, is much more effective than some supplements. My recovery rate is much higher than other men my age due to having integrates these energetic skills
11: the physical body is important to take care off, but no the most important, that is always the cultivation of one´s energy and spirit (consciousness). In the end we shed the body, but what remains and was always there is much more important to discover
@eliz883 3M chart on $BTC is all you need to understand that crypto is becoming less and less interesting over the years as returns as diminishing. This applies to alts as well of course as most of them only exist because of BTC.
There’s something so absurd it borders on madness: I see a sort of ‘forced’ enthusiasm around me, as if simply repeating that the next bull run will be devastating is enough to make it happen.
But let’s try to look at it without bias.
The major altcoins are struggling to hit genuine new highs; 99% of them are pure rubbish, here to speculate and then die – for the most part, they’re just retracing levels we’ve already seen.
BTC keeps moving, yes, but with ever-lower efficiency compared to past cycles, and compared to the stock market, it’s rubbish!
Liquidity is different, distribution too, and the general context is no longer the ‘easy’ one of a few years ago.
Meanwhile, the most solid narratives seem to have shifted elsewhere.
These are the same thoughts that led me to reduce my exposure some time ago and to view the crypto market as quick opportunities to make a profit and then run, only to start again when we see small glimmers of hope!
So I wonder:
does no one really question this collective belief that ‘we’ll all go up anyway’?
Opportunities will always arise, but they will become increasingly selective.
And honestly, sticking with the usual names and waiting for a miracle… today seems more like wishful thinking than a strategy. It’s fine to buy spot names, but do so with very few! Focus on speculation and making quick money.
That’s all.
Crypto's current state is a bit shit
1. Market cap is not an indicator of quality - the top 50 is made up of ghost coins or bloated governance slop that has underperformed and is uninvestable
2. The long tail speculative stuff went from high risk high reward to 'some dude in Miami is going to zero this if you hold it for more than 5.9 seconds'
3. Everything is extremely correlated and you can't meaningfully make bets based on sectors as it all converges into a tightly correlated mush, especially to the downside
4. Broad brush alt season is an artefact of the past that's very hard to replicate given (2) and given that there are simply too many coins and the excess of speculation doesn't really happen on centralised exchanges anymore - it's been siphoned off to bundled shit in max PvP settings
5. Crypto reputationally is no longer the sexy frontier of speculation. Institutional bid is in AI, retail speculative bid is in 0DTE equities, single name stocks etc.
6. Convexity has flattened. Even a lot of the historically safe blue chip stuff (BTC, ETH etc.) has underperformed and the historical anchor of 'buy deep drawdowns because all-time highs are guaranteed and explosive' has disappointed. All the shit we used to put up with because of the accessibly massive trend and momentum effects is now harder to justify because those same effects are getting neutered or siphoned off into other arenas.
The obvious rebuttal is 'cycles' but even this past cycle is a useful counterpoint: it was extremely concentrated versus broad brush wealth effect, plus something very obviously broke after 10/10.
So what does this all mean?
1. In previous cycles, nailing timing was enough and selection was the cherry on top (rising tide lifted all boats). I don't think that holds - both timing and selection matter now and in the future.
2. Participation alone can be an edge if the asset class is early enough and/or mispriced enough. I don't think that holds either, and we might actually have to learn how to trade (fuck).
3. Hopefully I'm an idiot doomposting the bottom
GM
$BTC continues to underperform significantly compared to the stock market. In the short term, however, it is following the chart shared on Monday to the letter: consolidation at these levels could be healthy, especially if accompanied by a break above the structural lows (m low), which would pave the way for a bullish continuation.
At present, price action on altcoins is insignificant: volumes are weak and the dynamics are unreliable, almost ‘noisy’.
To trade with greater confidence, only one thing is needed: the return of genuine buyers and an increase in volumes. Only then can we expect clean price action and more solid opportunities.
After scarcity, comes glut. Always.
OPEC may, in practical terms, have died this week. More departures may follow.
The UAE leaving OPEC could signal that we’re heading toward a phase where every possible barrel comes back online once the Iranian conflict eases. Consider a scenario where a peace deal is reached, Iranian oil returns to the market as sanctions are lifted, and OPEC members ramp up their spare capacity. Glut...
Full study out @RealVision and Nowcast IQ soon!
Missing out:
Yes, missed out on most of the ai-stock boom
Yes, missed out on the energy & utilities & tech stock boom related to ai after that
Yes, missed out on quite some trades
Yes, missed out on trading in oil
Yes, missed out on countless other opportunities, recently, and in the last decade
Do i care?
No
Why not?
Because there is always plenty of opportunity. I have been playing this investing game for quite a while already and i know that if i stay calm, patient, healthy, happy, that always new opportunities will come, and that my intuition will be ready when there is a new one ready for me
As shared in this post, https://t.co/zKZmpp6smb
i also missed a lot of opportunities during 10+ years in crypto, so many, but still, came out with huge wins as well of course. Just stay the course long enough and there is always opportunity
- So stop worrying or being sad about what you missed
- You are not alone in that
- Put yourself back together, look inside, become content, and countless opportunities to do great things in your life will appear if you have some perseverance
Out there, you can find tools, opportunities and people who can really help you learn and yes, even make money.
But the real obstacle, the decisive one, is you.
In trading, technique alone isn’t enough: you need to build a solid mindset.
And developing it is like building a skyscraper ….you need deep foundations, discipline and time. Without those, sooner or later it all comes crashing down.