Aaron

[Cred @CryptoCred]

If you trade when you shouldn't you'll generally lose money.

In most cases identifying when you shouldn't trade is simple.

But that judgment gets clouded if you're tilted, feeling FOMO, bored, and a bunch of other external factors.

It's a bit like post nut clarity: as soon as you're out of it you can't believe you thought it was a good fill.

Traders try to mitigate this behaviour via detailed entry checklists but they're often too long or too vague to be useful.

So here's an extremely simple checklist: should-i-punt. Run through it in your head before any trade, or install it as a skill if your LLM psychosis is advanced enough and you've already built 14 broken dashboards.

Trading is hard enough as it is; don't make it harder by dragging down your PnL with unforced errors.

[DonAlt @DonAlt]

Cred and I have partnered with @krakenfx
They'll be sponsoring our Youtube channel from now on

We've assured them we'd do one video a week and they've assured us they'll keep us to the promise
Good way to make the show more regular

Thanks Kraken ❤️

https://t.co/1t8Kfxbtvd

[Cred @CryptoCred]

TechnicalRoundup is back.

DonAlt and I have been trading crypto for 9+ years and have been doing some version of this show on and off for around 5 years (mostly off, sorry).

It's fun and different: lots of crypto history, PTSD trading memories, and occasionally useful trading insights.

I like to think of it as the perfect show to listen to while you wait for your AI to finish its output.

Thanks to @krakenfx for hooking us up.

https://t.co/pLVt1rLr46

[Aaron @aaron_robeja]

Situational Awareness and EPs https://t.co/V2eB0Jr2NS

[Aaron @aaron_robeja]

@Rainmaker1973 Progress

[Aaron @aaron_robeja]

@cobie @migue2459 He needed some time to think about it ;)

[DonAlt @DonAlt]

Just setup streaming equipment and software
All is in working order

Gonna be back to (somewhat) regular Wednesday Streams and Fridays with Cred whenever you guys bully him enough to show up

I'll try to make it work as regularly as possible🙏
https://t.co/1t8Kfxbtvd

[Jeff Park @dgt10011]

The active vs passive debate is officially dead. A new category has just emerged: agentic investing.

Wall Street's about to get AI-memeified where fundamentals matter less than attention. And the flows are just warming up.

This will be Wall Street’s defining theme of 2026.

[Travis Biziorek @TravisBiziorek]

With every trade you make you should be thinking about downside FIRST.

Find your logical stop loss level and then back into how many shares you're going to buy or sell.

Then look at the amount of money you stand to lose.

Are you ok with it? Like truly ok?

I find most people don't actually internalize what they stand to lose on a trade because of two things:

1) They're thinking more about what they stand to make

2) They don't actually believe they're going to lose

When I finally flipped this on its head and started thinking about risk first, putting it in a spreadsheet and seeing that number, my trading drastically improved.

[Simon Dedic @sjdedic]

The most ridiculous coins out there:

1. Ripple at a $210B FDV with >$3B daily volume for $XRP

2. Cardano at a $20B FDV with >$700M daily volume for $ADA

3. Bitcoin Cash at an $11B FDV with >$300M daily volume for $BCH

4. Stellar at an $8B FDV with >$100M daily volume for $XLM

5. Litecoin at a $6B FDV with >$500M daily volume for $LTC

Who on earth is actually holding these coins?

They have no real fundamentals left, some don’t even have active teams building anymore, and the ecosystems are basically dead.

What’s especially wild is the volume. It’s a pretty strong indicator that true organic demand and liquidity in this industry are far worse than people assume. Most of it is clearly driven by market makers, and especially by shady CEXs that wash-trade their numbers to inflate activity.

And this is also why volume and liquidity always look so weak on Coinbase: they’re actually compliant and don’t play those games.

Before we start “questioning” Ethereum or Solana and whether their economic activity ultimately accrues to the token, maybe we should begin by calling out these legacy shitcoins that survive solely by exploiting the ignorance of retail and new market entrants, people funneled in by TikTok and YouTube hype campaigns.

We should know better by now.

[Simon Dedic @sjdedic]

I don’t hold any $HYPE, but watching the discourse around the unlocks makes you wonder how detached from reality some people in this space have become.

Hyperliquid is one of the highest-earning protocols in all of crypto, printing millions in profit every single day. If anyone is capable of absorbing unlocks sustainably, it’s them.

And honestly, what exactly do people expect from the team? That they sacrifice their entire lives to work for free so bagholders can feel good? At the end of the day this is business, not charity.

@chameleon_jeff and the Hyperliquid team have already shown, repeatedly, that they prioritize the long-term health of the protocol and the interests of $HYPE holders. There were no VCs, no insiders. They fully bootstrapped the protocol with their own time, money, and sweat. That level of conviction is rare, even outside of crypto.

The token distribution was as fair as it gets. The most valuable and aligned contributors earned their share. Since then, the team has spent nearly 100% of the revenue they generate on buybacks, consistently treating token holders like actual shareholders - not exit liquidity.

These guys have been working their asses off for years, building one of the most profitable and technically impressive systems in crypto, essentially getting nothing back personally. If they want to sell a small portion of their tokens after years of hard work and massive opportunity cost, let them. If anyone in this industry has earned that right, it’s them.

As long as they’re not rage-quitting and dumping their entire stack in one click, everything will be fine.

And why on earth would they abandon a cash-printing machine that’s finally hitting escape velocity and generating infinite money after everything they’ve put into it?

It makes zero sense, so it’s not going to happen.

[Kyna Kosling @KynaKosling]

If you want to learn more about model books, and how to go about building them in a way proven to be effective, this newsletter is for you.

Building Model Books: What, Why and How (Step by Step)
@Clement_Ang17 on the discretionary trader’s edge

Published Saturday, 15 November 2025, 10 am (GMT) on TTRH.

🔗 https://t.co/zq5tSStKtg

[Goomba @im_goomba]

$ZEC

Surely not right?

[Aaron @aaron_robeja]

@TradeZella @Tradermayne OTE

[DonAlt @DonAlt]

All the influential people that helped Trump get to power starting to ask "questions"

Painfully obvious they're trying to get out of the way of the ginormous shitstorm the Epstein files are gonna be

They'll probably get away with it too, claiming they couldn't have known

[Aaron @aaron_robeja]

@crypto_najib Done

[Aaron @aaron_robeja]

@Mrcryptoxwhale Done

[Simon Dedic @sjdedic]

After 1X released its Neo for pre-orders two days ago, robotics has gone absolutely viral again. Robot memes everywhere, and more and more people are waking up to how massive this secular growth trend is going to be over the next decade.

A lot of people have reached out asking which crypto x robotics positions I’m holding to bet on this trend and narrative.

Let me break it down one last time for you, here are the positions in my portfolio and why I hold them:

1) $PEAQ / @peaq

Building the global coordination layer for the machine economy and robotics. My largest position and highest conviction bet with the best risk/reward profile.

2) $ROBOT / @RoboStack_io

A cloud platform for simulating and testing robots with its own protocol and tooling stack.

3) $SLC / @silencioNetwork

Crowdsourcing real-world audio data to become the “ears” of AI and robots.

4) $OVR / @OVRtheReality

Crowdsourcing 3D spatial data to train robotic perception systems.

5) $BREW / @homebrewrobots

An “App Store for robotics” offering pre-built motions, behaviors, and gamified control modes.

6) $SHOW / @SHOW_ROBOTICS

A collective building robots that combine hardware, software, and unique AI-driven personalities.

7) $NATIX / @NATIXNetwork

Streetmapping real-world data to train autonomous driving and physical AI systems.

8) $DEUS / @xmaquina

Not liquid yet, but wanted to mention as they are preparing for their next public token sale. It’s essentially an on-chain robotics DAT giving exposure to top humanoid companies like Figure, Apptronik, 1X etc.

Beyond these, a few other strong contenders I’m keeping an eye on:

9) $CODEC / @codecopenflow

Developing vision-language-action (VLA) agents aka AI systems that can see, think, and act, enabling advanced automation across robotics, digital operations, and gaming.

10) $GEOD / @geodnet

A decentralized RTK (Real-Time Kinematic) network delivering centimeter-level GPS accuracy for robots, drones, and autonomous machines, critical for precise navigation.

11) $AUKI / @Auki

Building Posemesh, a decentralized machine perception network that enhances real-time spatial awareness for robots and AI. Effectively aggregating all relevant data from networks like for example Geodnet and Natix as well as generating their own data sets for richer perception.

What else did I miss?

[Simon Dedic @sjdedic]

I’ve been in crypto for 9 years now, and I can’t even count how many times the market was filled with doubt or how many times I’ve felt completely burned out, wondering if I should just quit and walk away.

Every single one of those times, it would’ve been the worst decision I could’ve made.

And every single time, the best decision was simply to keep going.

Just staying in the game made me a winner by default.

This time is no different.

I will stay and hence I will win.