Sw4mpy

Always at least a little bit underwater

[Jack @Jackkk]

Chris Camillo explains why you should stop trading after a big win

“You’re not as smart as you think you are. You are about to make the worst trade of your life”

“If history repeats itself, almost every time I’ve knocked it out of the park, I have then gone on to do something so stupid because I get so overconfident”

“I’m so cash flush that I am not as regimented with my process and that is the trap”

“Do less after your big wins. You’d be better off taking part of that money and actually doing something fun with your family, your friends”

“You’d be better off buying something rather than just making a dumb trading move because that’s what you’re likely to do”

[insomniac @insomniacxbt]

stocks + zec

arm
nbis
lite
orcl

there's a lot of setups tbh

[blockgraze @blockgraze]

trump does not understand the long term damage he is doing to oil markets by forcing crypto’s most retarded soldiers to become interested in trading it

[Ansem @blknoiz06]

if you wait to buy hype you will remain sidelined because a news driven market with global uncertainty is actually verifiably positive for trading activity on a permissionless 24/7 perps platform with growing liquidity, users, and attention MoM

[threadguy @notthreadguy]

I have a thesis that vibe coding will spark an internet creativity renaissance and crypto is the only monetization vehicle

> all internet creativity has been funneled into feed native formats like tiktok, twitch, X, instagram, etc. they dominate distribution. it's the only way to play online

> this has led to the death of mobile gaming and mini viral web app experiences. flappy bird. agar. io, reddit one pixel a day, etc. people didn't get less creative but they lost the distribution and therefore got punished for building outside the existing box

> vibe coding very soon will be as easy as writing a prompt to gpt to build full mini apps/experiences. as in depth as you want. literally zero experience required

> everyone is going to be building hyper niche hyper specific solutions to their problems. sort of resembling what a yahoo answers or reddit did for search engines in the pre ai algo 2010s

> it will also be very easy to take existing projects and add tailored features on top of them. a marketplace for ideas if you will

> this will lead to an explosion of short term viral experiences. in the early internet these shaped culture but most didn't last more than a couple days / weeks at best (sort of resembles viral crypto coins)

> they will be in a weird spot after going viral. some will get extremely popular. but will probably be coded by a single guy in moms basement. no revenue. no employees. not a "real" company

> It's too good of a viral idea to make no money, but not big enough to raise venture.

> the current model of subscriptions is not ideal because it requires too many sign-ups to make real money, and i think ppl will get subscription fatigue

>>>>> this is where crypto comes into play<<<<<<<<

> crypto has sort of struggled to find PMF? Outside of bitcoin? Like it is VERY good at making creators a lot of money very fast, but coins haven't really showed an ability to sustain multiple months let alone years

> the one thing crypto is REALLY good at is crowd sourcing / bootstrapping capital very fast and making smart founders rich

> the other is attention and memecoins as attention flywheel. launch an app -> launch a token -> buy the token -> try the app -> app is good -> buy more token -> more ppl try app -> buy more token --> etc. in theory it's beautiful

> this has really only played out with memecoins so far. before most of crypto was mostly venture backed infra at too high valuations for this to play out

> crypto is the ONLY way to monetize this vibe coding renaissance that is coming very fast

> there will be an explosion of creators making really cool niche things, posting them online, monetizing via crypto. most will be slop and make nothing. the biggest will make millions and probably evolve into full fledged companies. and everyone will be doing it. the slop is a feature not a bug. and will lead to a rising tide for all. filter through the slop. find the gems. bet before it goes viral. make a lot of money.

> eventually we will either see social media platforms like tiktok add native integration for mini tech apps (cc farcaster frames) or we will see a new platform build a moat dedicated to supporting this stuff

> and what I think is the true usecase of crypto, quick monetization and viral flywheel, is fully unlocked like it couldn't be for memecoins.

-----side note------

> I think this is the beginning of what crypto is TRYING to do with the internet capital markets thing

> launch a startup. raise capital via crypto.

> the problem is these companies don't know what they are. are they equity? are we investors? They are sort of saying yes? but the token is acting as no? it's stuck in between

> also why launch a coin for your startup instead of raising capital from a top crypto VC? you probably wouldn't? that's why I think these "companies" are something a little different.

> I think these are optimally a lot closer to memecoins than equity tokens. launch an EXPERIENCE. It is culture. bet on growth.

> Ideally in the vibe coding crypto era devs are launching 10s if not 100s of projects over their lifetime. it won't require constant upkeep. if it's good enough the community will build it out and add to it sort of like memecoin pushers

might write a cleaner full article about this but I can't stop thinking about it.

You should probably start vibe coding if you haven't

Btw - "vibe coding" is such a trash term can someone fix it?

[Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen]

Carney &amp; his team - China is committed to “net zero”
Ya, ok.

[Brad Wilcox @BradWilcoxIFS]

Anti-nuptial turn among young women &amp; adolescent girls is disastrous.

New @pewresearch:

HS girls' interest in marriage drops 20+ percentage pts in last 30 years.👇🏽

[pepa🌙 @moonshilla]

longer cycles + diminishing returns

$BTC

[Doc @docXBT]

State of uncertainty:

HTF Uptrend or HTF Deviation

[Doc @docXBT]

$ONDO - When 1.08 is broken I'm expecting a move to 1.64 ✍️

[Sw4mpy @bdacus13]

Buying the breakout on DUSK and going to sleep and wake up a rich man

[Sw4mpy @bdacus13]

I’ll buy a wick into the 4hr on STBL. These coins should respect the trend if this is going to be a mini BSC season

[Sw4mpy @bdacus13]

Give me the green box and I’ll bid CZ’s dog coin

[Sw4mpy @bdacus13]

CAKE has had a hard time holding the $3 level for over a year, is this time different?

[Sw4mpy @bdacus13]

Want to see it flip the 4hr trend and ride that before bidding again

[Sw4mpy @bdacus13]

Pump looking like it’s almost ready to bid again

[Sw4mpy @bdacus13]

Nice bounce off of imaginary line!

[Sw4mpy @bdacus13]

KMNO holding the 4hr trend still, want to see it hold for continuation