Amir Nazri

[Citrini @citrini]

Simple but valuable use case: Get your parents on Muse or Instinct, connect their e-mail account(s) and instruct it to send them a warning message when phishing links, impersonation attempts, invoice fraud or any other likely scam emails hit their inbox.

[murtaza @murtaza]

crazy how ppl still pay for trading groups and indicators

im giving my custom indicator away for free

only for my followers on X and telegram

whitelist form drops this week

look how it caught $NEAR before the 3x 👇

nfa

[Better Man @BeBetterMan_]

8 Types of Men Women Never Leave

1. The man who doesn't care about anything.

[MR SHIFT 🦁 @KevinWSHPod]

The real way to make tons of money in crypto is and has always been to accumulate quality assets in the bear and HODL and sell some in the bull

A trade per year max

But that doesn’t make good content and doesnt generate trading fees so no one is talking about it yet it’s what all the OGs who are actually rich have been doing - including all the builders of the apps you trade on daily

We are reproducing the same mistakes as TRADFI: tradfi media and research exist to make you TRADE, NOT to make you WEALTHY

[Paradis @ParadisLabs]

Retail sentiment for semiconductor stocks also went up last week after a rough start to September.

I don't think we're back to euphoric levels yet though -- sentiment for semis vs. saas is sitting around historic average levels currently, so there's probably room for further upside.

In terms of flow data:

Last week, there was re-risking for Mag 7's (excl. TSLA) and semis were bought mainly thanks to Muse tailwinds.

In fact, Mag7's were bought about 3 SD's above normal. That's abnormally high... I wonder if it'll continue.

Semis were 2 SDs above normal which is a top ~2% reading.

[阿蔺A-Lin @alin_zone]

🔥 我宣布，当 Muse 面世之后，本年度最牛逼的羊毛出现了

直接去闲鱼搜索🔍 Gemini ，仅需 5 块钱你就能得到 18 个月的会员

然后根据下面的文章通过这个 Gemini 会员再去注册最近爆火的 Muse

然后你最多可以得到 300 亿永久 Token，相当于 1000 美元

再借助 Muse 去注册 Claude、美区 AppleID、甲骨文等等

简直爽到起飞了😁

[Grey BTC @greybtc]

Apple’s biggest problem isn’t Samsung or Meta. It’s that Apple is starting to depend on them.

[꼬마봇 @BBBang9900]

제미나이로 Muse가입 하고 어플 설치하는법

1. 제미나이 어플 들어가서 Spark 들어가세요
2. 아래 프롬포트 복사해서 붙혀 넣으세요
3. 제미나이 안내에 따라서 몇번 승인해주세요
4. 마지막 최종 승인 버튼만 직접 눌러야하는데
proton VPN 설치해서 미국 연결하고 제미나이가 알려준 사이트 들어가세요
5.승인 누르면 가입 완료
6.추천인 코드 입력해서 10억 토큰 받아가세요

코드: 8VMK7X

프롬포트
자체 브라우저를 열어서 Meta Muse(https://t.co/SI3vsWgpbX) 회원가입 및 로그인 페이지로 이동해줘.
화면의 입력창에 내 이메일 [본인 이메일 주소 입력]을 입력하고 다음 단계로 진행해줘.
인증 코드가 이메일로 오면 확인해서 대신 입력해주고, 내가 최종적으로 눌러야 하는 단계가 나오면 알려줘.

[Cognac(꼬냑) @supernovajunn]

저도 메타 뮤즈 VPN을 통해서 가입했습니다
도움을 주신 @blazingbees 님께 감사합니다

준비물은 핸드폰 & VPN (처음에만)이 필요하다고 하는데 인용글 들어가셔도 됩니다

1. 아이폰은 아이클라우드 미국 계정을 하나 만든다 (인증번호 한국으로하면되고 결제 정보 넣을 필요없음)

2. VPN으로 미국 서버에 연결한다. Proton VPN 공짜니까 여러번 재접속해서 미국 연결하던지 미국 서버 선택되는 VPN 쓰셈.

3. 미국 VPN서버 접속 된 상태에서 메타 뮤즈 사이트 접속하면 아이디를 만들고 접속도 가능함. 근데 여기서 끝내면 안됨.

4. 앱스토어 미국 계정 로그인, Meta Muse 공식앱 다운로드 받고 3번에서 만든 아이디로 로그인 후 실행되는걸 확인한다.

5. 이 시점부터는 로그인 시켜둔 메타 뮤즈 앱 쭉 사용하면되고, PC에서는 VPN 없어도 3번에서 만든 뮤즈 아이디로 접속하면 로그인해서 사용할 수 있음.

카투님 글 복붙했고 일단 저는 지금 접속했는데 잘 되는것 같습니다

기본 1억개 토큰에 코드를 넣으면 저와 친구가 각각 10억개를 받는다고 합니다

초대코드 하나에 30명 한정인것 같네요
다시 한번 감사합니다 카투님

한번 써보고 후기올리겠습니다.
코드는 아래 있습니다

2K5IZY

[UNICON 𝕏 @UNICONTSLA]

❗️그록봇 또는 제미나이 이용하여 뮤즈 가입하기❗️

구글 계정 신규로 만들지 않고
VPN 사용하지 않고서도
뮤즈에 회원가입이 가능합니다.

저는 제미나이 스파크를 이용해서 자체 브라우저를 띄워서
거기서 기존에 사용하고 있는 구글 이메일이나 네이버 이메일을 통해서 회원가입을 하였습니다.

자체 브라우저의 ip가 미국이기에 회원가입이
쉽게 그냥 되네요.

그리고 나서 본인 PC 또는 휴대폰에서
웹사이트 주소 넣고 로그인하면 그대로 뮤즈가
사용 가능합니다.

저도 도움받고 초대코드 넣어서
10억토큰 서로 사이좋게
나눠 받았네요. ^^

다른 분들도 혹시 이 방법으로 하시게 되면

ZW87CD 제 코드도 한번 이용 부탁드립니다. ^^

참고로 사이드 채팅누르면 별도의
채팅창으로 계속 일 시킬수 있습니다.

[murtaza @murtaza]

how i make most of my money trading memecoins without insider info:

good memes like $USELESS $CASHCAT have 2 lives

1st one pays insiders, 2nd one pays me

save my 5 rules, mainly #2 👇

1️⃣ I NEVER TRADE THE 1ST LIFE

1st life = launch + hype

devs, insiders and bots are in before most ppl even see the chart

then big accounts buy, 1000s copy them, and someone ends up as exit liquidity

if it’s all over ur timeline, ur probably not early

news coins are even worse cause headline dies, attention dies and coin dies with it

almost none of them get a 2nd life

2️⃣ I ONLY BUY 2ND LIVES

the setup i keep looking for:

huge first run → brutal crash → boring period → second bid

the crash resets the board

early holders leave, attention disappears and whatever survives has to prove there’s still real demand

some of my best entries came when the chart was flat

/example 1

$CASHCAT ran to around 20c after launching then dumped like 75%

no rh listing yet, just a chance of one but holders kept posting about it

that’s when i go in

then rh listed it in august

early september it printed new highs above 28c

/example 2

$USELESS sat around $50M mcap at one point, roughly 85% below its high

ppl moved on and even made fun of it but @unipcs kept believing

one of the best traders on here still talking about a coin 85% below its high?

continued conviction after -85% is a whole different thing from chasing the 1st pump

that made it a lot easier for me to buy

then boom in september it trades above $300M

what i check before buying:

• crashed hard, usually 70%+ and didn’t die
• dev + launch wallets gone or tiny, not recycled
• holders going up while price does nothing
• community still strong even after hype is gone
• a catalyst still possible, but not needed for the thesis
• volume comes back before price
• enough liquidity that my size doesn’t move it

miss too many and i pass

i sell when:

• holders, posts, volume go quiet
• 4 weeks, no rising activity
• base breaks on rising sell volume

basically if the chart looks dead but activity isn’t, that’s when i start paying attention

3️⃣ I ROTATE WHERE ATTENTION SHIFTS

money rarely leaves memes, it rotates

one coin breaks out first, then traders start looking for what hasn’t moved yet

so when one of my coins pumps and a similar setup is still flat

i ask:

would i buy this today at this price?

if no then why am i still holding all of it?

why half:

A dumps, B pumps → caught the next move
both dump → same as just holding A
B dies → lost the half i moved
A keeps sending, B stalls → left some gains on the table

that’s why i move half, never all

max 3–5 coins at once. if i want a new one, something gets cut

4️⃣ I SELL WHEN IT’S EVERYWHERE

tops often come with max attention

strangers posting my coin, it’s trending everywhere, friends who don’t even trade crypto asking me about it

that’s when i trim:

up 3x? i take out initial

made enough? i sell a lot

can’t let go? i sell half

i’m not trying to call the exact top

i’m just trying to stop a huge winner from turning back into nothing

5️⃣ I SIZE TO SURVIVE THE CRASH

even strong memes can drop 70%

so before i buy i ask:

what happens to me if this nukes 70%?

if one coin dropping 70% ruins ur month, the position is too big

• never go all in
• spread risk
• keep spare cash

-70% is only an opportunity if u still have cash when it happens

——

most traders spend all day trying to be early

i’d rather be late to the 1st life

and early to the 2nd 🤞

[Zac @Zac_labs]

ASEAN tongkat ali power is the DC sleeper trade.

Indonesia openly wanting to be number DC in the region, and Thailand just announced a AI chip soverign initiative. Bold! And Malaysia DC ranking is for everyone to see.

And Singapore gets it. DPM Gan Kim Yong literally told investors in US. no space in SG? Build in Johor or Batam. SG–Johor–Batam to be world number two data cluster,

[MR SHIFT 🦁 @KevinWSHPod]

I recently mentioned @akshaybd and @QwQiao as some of the highest signal to noise ratio people to follow

Let me give you another one: @arthur0x

Total Chad, humble, 5 fig to 9 figs (!!) in 2019-21 before getting f*cked by 3AC bankruptcy

Quietly made it all back subsequently + early with giga size in hyperliquid:native

Now with his biggest position in near:native

Bonus: one of the few really good guys with the right values in this industry

[SandemanStocks @Sandeman52]

Great visual

[Dr J Rould @jrouldz]

people shouting doom over rising yields since 2022 have missed one of the greatest rallies of all time

[Tut C🅰️pital @kingtutcap]

POV: You sold in May and went away

[Harry Stebbings @HarryStebbings]

Amazon is right to block Muse.

“One, you do not get any revenue from your ad business, and Amazon’s ad business is now larger than their e-commerce profits.

The second thing is the basket size gets reduced. If I do this, I just order the thing.

If I block them, they will probably come to me anyway, because I am Amazon. So I have leverage.” @rodriscoll

Love to hear your thoughts @juokaz @FredaDuan @scotwingo @harleyf

[Citrini @citrini]

How do companies act when they are being existentially threatened by new technology?

There’s a big difference between a stock worth buying and a stock worth owning, and we’re undoubtedly going to see a lot of the former in AI disrupted companies…but it’s more difficult to determine which names fall in the latter.

When we look at the recent past for example, we see something of a gradual cycle in which it “becomes obvious” a company has been disrupted, everyone sells. Then that overextends the stock to the downside relative to current fundamentals (or relative to headlines announcing the companies are taking measures to adapt), at which point dip buyers come in.

In the examples of real disruption, it corrects back to a trend, but the cycle restates itself and the trend proves to be a downward one on a long enough timeframe (downward can also simply be massively underperforming the index by going sideways for a decade).

The insidious nature of these names is that technological disruption manifests first as multiple compression, current earnings tend to look reassuring and near-term analyst expectations tend to overestimate the impact (and under-estimate in the long term). This results in better than expected results that can mask the competitive damage.

These rebounds don’t actually prove the preceding selloff overshot fair value, and the rally tends to be overly optimistic on what future life should be assigned to today’s profits.

Two classic and relatively recent examples.

Macy’s had two of these moves. +58% in 2016 and +148% in 2018. But across 2015-2019 the shares still declined -67% compared to SPY’s +73% gain. In 2016, there were skeptics regarding the extent to which e-commerce’s growth sounded a death knell for brick and mortar - after all, malls had been a mainstay of the American town for decades. By 2019, it would be a difficult task to find an investor who owned Macy’s on the thesis that Amazon’s disruption to the company was overstated.

And it’s not like these rallies were on pure sentiment shifts. In 2018 same store sales rose 2% YoY.

Apple unveiled the iPhone in Jan 2007, BlackBerry’s stock price peaked in 2008 but its revenue didn’t peak until 2011. And even if you shorted the revenue peak you still had to sit through a rally where it tripled on its way to declining 95% by 2013.

The most tricky aspect seems to be when companies present as having adapted but, for any number of reasons, can’t actually manage. Kodak, for example, had shifted mix to a majority digital (54%) by 2005. But that simply was no match for the hit to the amazing recurring revenue of the film/processing model.

Adding new technology doesn’t make up for losing the disrupted profit pool, especially when it transitions your business model to a less favorable or competitive one.

In 2010, Kodak jumped 30% on quarterly numbers signaling a turnaround on lower costs, printer sales and licensing income. They filed for Chapter 11 in 2012.

Ive been thinking about what we can we do to avoid falling into the same traps while also not being blind to the potential for real opportunities in poorly understood disruption. Hard to answer without sounding cliche or generic but…

At least for now, “having/using AI” is not a solution. That will be the default for every company on earth soon enough.

The questions that matter are more nuanced: Do customers still renew? Does pricing hold? Who owns the customer relationship? After the new costs and old cannibalization, does the new strategy/product even replace the old profits?

It’s going to be pretty difficult to differentiate the incumbents that deserve to rebound from the ones that don’t but at the very least I’m taking notes as things play out.

[THEONE @TTHUEONE]

갤럭시에서 Meta Muse 설치하는 법

1. VPN 설치 (무료는 Katoo님 말대로 Proton VPN 추천)
2. VPN을 미국 서버로 연결, 랜덤 지역 설정이라 될때까지 지역변경 (금방 됨)
3. Google 새 계정 생성 후 Play Store에 등록
4. Play Store → 우측 상단 프로필 → 설정 → 일반 → 계정 및 기기 환경설정에서 국가가 ‘미국’으로 뜨는지 확인 → 필요 시 결제수단 등록 (한국 카드도 가능)
5. Meta Muse 다운로드 후 회원가입 (한국 휴대폰 번호도 가능)
6. MUSE 설치 및 가입
7. 완료되면 VPN 종료하고 원래 한국계정으로 바꿔도 정상사용 가능
(다만 업데이트 하려면 위 만들어둔 미국계정 접속 필요)

*한 번 설치하고 나면 Meta Muse 사용할 때는 VPN을 계속 켜둘 필요 없음.

[Ankur Shrivastava | AI Growth @ankurdotai]

I got access to Meta Muse from India (full setup)
Meta Muse is US-only. I got in from India.
Took about 15 minutes of one-time setup, and it's been working fine since. https://t.co/vAMnjUvCcV