BIO

[Elon Musk @elonmusk]

😂

[BIO @brianjang306]

@z_01028 대단하시네요 ㄷㄷ

[BIO @brianjang306]

@0xkyle__ I think it's quite a reasonable doubt, but it can also be applicable to $HYPE, $ENA or other promising projects. The quality itself is not a point. Even Damodaran couldn't value $Nvidia and FAANG stocks bro. I think you missed sth somewhere

[requisiem @requisiem]

*apologies for the mega tweet, each section was too big to fit into like the replies at the bottom lmao idk, formatting may be shit too :( *

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so, some thoughts about the recent trading competition where i turned $2,000 - $775,000 in 20 days, on eth, using only @bananagun, and did half of it using just my phone (as my pc was broken halfway through).

figured the timing to share was rather good as eth is seeing a bit of downtime as other chains have taken the spotlight in recent weeks. gives times to practice on eth while it's rather quiet and there aren't constant deploys, so you can align yourself for the future when mania picks up again. if you'd like to have some more thoughts about how i trade and my general mindset, consider checking out the banana ama i did a couple days ago here: https://t.co/Hxox1cnnWx (you'll still need 10 banana for access)

i will preface it by saying this, even though it is known, a lot of the "flex" posts you see on twitter are people w/ ulterior motives, and are not always legitimate, always observe what you see on here and consider why they are sharing what they share.

contest wallet for legitimacy where all trades can be seen: https://t.co/IuboQcefdy

below i'll cover the following points briefly, by no means in-depth, and assumes a roughly basic understanding of the space (it's by no means alpha either, it's rather basic, but it's focused towards people just starting out really):

- my essential tools
- general vetting process
- toughest sections during the competition
- mistakes / edges
- couple simple trade examples
- couple xtra thoughts

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essential tools:

- bananagun, obviously: https://t.co/iIFCbbEA1y. don't need a reflink shill, but i suggest you use it to simply stay competitive on eth. people have gotten a lot better, faster, smarter over the last few months, you need every edge you can get. fiddling with the uniswap ui is not the way, losing bundles by sitting on maestro isn't the way either. when the meta changes you need to adapt with it and banana is on top atm. in the ama i covered a few settings that i use, but i also suggest reading into the documentation as well and understanding it. the medium via which you trade is the most important thing to start off with imo.

- twitter: most people fundamentally don't use twitter effectively as a tool for trading. they follow ct influencers who shill things after loading up, doomscroll shitposts on their tl at 1am, base their trading theses on what internet anons with their own motives say about coins that they are holding. my suggestions: utilize lists well, group every project you're invested in, or wish to invest in the future into a list and check for changes and react to them first. when you notice a narrative that you're late to and did well - go back on twitter, check the accounts that started sharing it first, put them into your list of traders you need to follow. often your success in this space is gated by the build-up of micro-bouts of laziness in your workflow that degrades your edge over time, sometimes taking that little bit of effort is worth it.

- new contracts checker / new pair checker: during the competition, i was checking 95%+ of new contracts that deployed on eth while i was awake and active, same for new pairs. this is generally manageable on eth where the gas fees are a bit higher compared to other chains and the deploys are less common. for instance this type of playstyle would not work on SOL due to the sheer number of coins that launch every hour. eth still favours the hunter. i prefer to buy things post-launch after vetting buyers and volume, other people prefer to set up banana snipes after vetting a contract and socials, it depends on the individual and their level of comfort really

- a way to track volume: this is for charts that come flying out the gate with immediate volume and no info, scouting out reversals on older charts that have died for a while (for ex. syncus), or charts that recently had a lot of volume and died out, but started to pick up steam - you could use something like dexscreener volume trends on a 5m timeframe, or something like yardtools (not free and also takes some time to tweak to your own preference)

- a wallet tracker: this is for a few reasons, such as back-tracking wallets that bought in early in the current coins that are running, or for tracking the movements of the top wallets with a large supply in coins that you're already holding, or tracking the activity of dev wallets that haven't yet launched and watching their movements.

- a launch simulator: this is for those who want to snipe and want to figure out how to prepare for it, for things such as deadblocks, tax, max wallet, etc ahead of time. doesn't work all the time but it's a good start, a good one is otto: https://t.co/Hqmg9j0XwE (free) (also does checksums)

- copyscape/who.is: for checking if a website is stolen/checking the registry dates of the website for when you need to research the legitimacy of a project.

these are generally all the essentials you need for hunting onchain!

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general vetting process:

ill keep this relatively short --

- checksums are very important to look out for rugs, although they aren't the be-all and end-all, but help you to filter the most blatant scams. understanding how checksums work would also be beneficial. https://t.co/M0qfDFe9ip (free) is a nice bot for looking out for bad checksums pre-launch and also price-checking post-launch. @discobot3 is also rather good for checking the differences in lines of code between a given contract and the closest similar contract, given that it is verified.

- using copyscape from above to check if a website is stolen, etc. a lot of scammers operate in "rug rings", and all it takes is a bit of pattern recognition after a while to understand who is behind it. for instance there are a ring of utility scammers that always launch coins related to some sort of lp farming utility, with stolen websites, a couple times every day

- intuition from long term experience grinding through coins that rug. after you get rugged on a new coin, try to understand why/how you got rugged, and how you would avoid getting rugged in a certain way in the future, as well as any warning signs you may have missed

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toughest sections during the competition:

there were two sections i found tough during the competition:

- the beginning (1-10 eth): this is where trades were the most stressful for sure, simply because gas/bribe cost was a legitimate portfolio hit rather than just a cost of trade, few pieces of advice if ur below 5e and grinding:

keep trade size low, very low. i'd say 5% max per trade. you want to be hitting shitters early (sub 50-100k max) and flipping for your initials asap, around 2-4x. if the project looks like it has potential, then scale out slowly with what you have left. when you're trading at small size, 10k-100k mcap is the same as 100k-1m mcap for your port, only that it takes a lot less in buy pressure to get the same effect for your bags. one thing you may notice when perusing my trades on the competition wallet is just how much scalping i did until i had a comfortable trading port.

- the end (300+ eth, partly unrealized pnl): biggest issue here was knowing which bags to trim/sell completely and which still had an upwards trajectory. to do this you need to forecast upcoming metas and predict how that would affect your bags (this was before brc-related tokens really took off, and affected some of those holdings, but i won't dive any deeper into that)

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biggest mistake during competition:

i'll just copy this one straight from the ama:

"Oh. That's an easy one.

I was swinging the Froge bottom with 2E, I think I made like 0.35E in total. It then proceeded to do like a straight 100x from where I sold, and I was too annoyed to buy back in the entire time it was going up. At the top it was like worth 750K or something.
The mistake? Impatience, especially when the narrative was rather good (OpenAI mascot), and there weren't many 'Froge' contracts doing well at the time.
That's another thing. For narrative plays, it's not enough to check new pairs, often the right play is a bottomed coin that is already existing that follows the following criteria:

1. 0 tax
2. Burned LP
3. Obviously needs to match the name.

As an example, if Elon were to tweet Froge, your first thought should always to be to immediately rush and buy an existing coin, rather than gamble your NW away on fresh farmers waiting to take your money." (check out the rest of the ama for more context etc.)"

but basically, impatience is the biggest mistake you can have in this market once you have a comfortable port. often waiting just that extra hour or day is all you need, especially after you've secured your initial holdings.

biggest edge?

mainly just experience. knowing exactly what to do/check when i see 30+ buyers on a new coin i have no information about, and deciding on it in seconds, getting into a habit/flow of understanding patterns that ruggers tend to use, being in established groups with people who work as hard if not harder than myself (this is not to say that it is not possible to trade alone, you simply are more prone to missing things. 1 person cannot do it all). understanding narratives behind volume spikes on different coins and knowing when to buy/not to buy. experience comes with time and effort, autopiloting only creates bad habits and causes you money in the long run, being strict with yourself is extremely beneficial.

-----------------------------------------------------------
- couple simple trade examples:

touching on some things previously mentioned, some may ask "well this is cool and all, but how do i actually find a good project below x marketcap and buy it?", well, the good news is a lot of the time you don't have to, as you can simply follow better wallets into a trade. the lower your bankroll, the harder it is to compete in snipes, so my suggestion is for post-launch buys. the general meta on eth ebbs and flows between tax (3/3-5/5) utility coins and low/zero tax meme coins. we're sitting generally in a utility meta and that's where a lot of reversals tend to be easy to pick up.

what constitutes a "better" wallet:

- good wr on the coins that they buy (generally profitable)
- does not buy many coins (aka not really a degen)
- on average buys good coins instead of poor performers
- tends to hold things instead of flipping

for example, i will show two random wallets, one belonging to a degen, and one thats "better" - to drive home the point of who you'd prefer to see buying your coins early:

https://t.co/Wn3BOPsRUs
vs
https://t.co/ZH1YIa96UJ

when you identify a trend of good wallets buying the lows of a coin, you simply join in with them and track their movements. often there's an initial reversal candle of a coin where you can secure your initials and simply ride the rest up after. i've included the charts of 3 coins just from the last week where it was easy to buy the dip if you either paid attention to the buyers or simply interacted with the project socials after the initial dip. majority of the profit i made was actually from dcaing or buying coins during these dips or reversals.

https://t.co/okugd9RK7T (hrzn)

https://t.co/bd5XDlU41T (tpad)

https://t.co/WPInytcCbX (4096)

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couple xtra thoughts:

- shitcoining on eth has been extra difficult/pvp since the competition ended, mainly due to liquidity fragmentation across all chains primarily. thus at the moment it's generally more profitable to trade on chains like sol/avax when you're on a low-med bankroll. however this won't always be the case, and it's important to train your trading skills across various areas. sidechaining is a weakness of mine that i've been working on and frankly sidelined myself to a lot of the strong runners on other chains simply due to laziness. (bonk/coq/ninja, etc.) always trade to your strength but don't become too set in your ways when the tide changes, it is always better to be profitable than to be right.

- dealing with tilt is never easy when you're on a losing streak. identify how you react to tilt and try to mitigate the effects as much as possible. personally when i hit a losing streak i tend to just blindly fire at coins and burn a bunch of $, taking a few deep breaths and focusing again tends to help. for some it may be taking a walk, for others taking a break, find your flow.

- comparison is the thief of joy, rather use the success of others as motivation

- the experience i got came with thousands of hours of going through contracts, trading and refining my workflow, it takes a lot of time and effort to reach a level where it is second nature to you, but the space has also advanced to the point where you no longer need to spend thousands of hours to be relatively competitive. bots help.

- and lastly, it's always good to believe in yourself first and foremost. manifest success in the space for yourself!

- ill include a bunch of accounts later on below that will be useful to follow as well, as i respect them all a lot

from: req (also disclaimer that i will obviously never dm for funds and such)

[BIO @brianjang306]

@meteoraag #MetLPArmy #Meteora

[BIO @brianjang306]

Verifying my Twitter account for my #GalxeID gid:sXtuAbGSFykiWVoNeNjWhf @Galxe

[BIO @brianjang306]

@haetae00 我也要啊 哈哈

[haetae00 @haetae00]

My dream reward is:

A Lamborghini car!
#Dreamscometrue $Lingo

[TOmorror @Metaoasis_]

The moment you've been waiting for...

👀"Wen listing? Wen airdrop?"
We heard you. We felt you. We prepared for this.

✨ Now, as the bull market roars, we can finally say: "Yes, it is truly coming."

MOMOAI launches TGE sprint!

Introducing MOMOX: Your exclusive pathway to MOMOAI's epic airdrop season.

More than an event - it's our commitment to building Solana's strongest community.

For our believers:
• Expanded airdrop pools
• Exclusive MOMOX rewards
• Surprises you won't want to miss

IYKYK 😎 The wait ends. The journey begins.

Fortune favors the prepared.
And we are ready...

#TGE #Solana #MomoAI #MOMOX

[BIO @brianjang306]

5.Risk
-장이 꺼지면 밈코인인 만큼 빠르게 시총 증발 우려.
-0XAA가 보유분량 내놓으면 시총이 작아 가라앉을 우려가 크다
(링고링이 팔았을 때 바로 -70%)
-잠재적 경쟁자의 등장..?(이라기엔 이정도를 이길만한 재료가 현재는 안보인다)

[BIO @brianjang306]

$Scihub 투자이유
1.싸이허브란 무엇인가
창립자 알렉산드라 엘박얀(러시안)은 컴퓨터 프로그래머인데 대학 재학 과정 시절 돈이 없었음. 근데 이과 특성상 많은 논문을 읽어야함. –개당 수만-수십만원의 논문을 돈이 없는 학생이라 읽지 못하는 상황에 대한 불만을 느낌.
그래서 자유롭게 논문을 읽을 수 있어야 한다는 모토 아래 Sci-hub(비영리 단체)를 창립함. 싸이허브는 중국, 인도 등의 개도국의 대학원생 및 선진국의 대학원생들에게 절대적인 지지를 받으며 2019년 기준 하루 40만번의 논문 조회 요청을 받고 있음. 현재 컬렉션의 규모는 2300만편 수준.
미국, 스웨덴, 프랑스 등등 여러 나라에서 블록당했지만 중국, 인도 등의 개도국 및 여러 나라에서 vpn 우회를 통해 현재도 성업중임. (13년된 사이트)
#scihub

[BIO @brianjang306]

5.그래서 문샷은?

현재 본인 투자금 7천달러 기준-시가총액 48m. (11/20)

100m달성시 1.5만달러 (2x)

200m-3만달러 (4x)

500m-7.5만달러(10x)

1b-15만달러--$people 고점.

[BIO @brianjang306]

4.아시아권 시장 공략
-현재 싸이허브의 트윗, 텔레 중심은 중국어(싸이허브 합법국가)
-Chainalysis 2024년 리포트 기준 약 100조원의 비트코인 자금이 중국에서 흘러옴(그레이마켓)
-조용하게 오르는 트론의 ATH

[BIO @brianjang306]

3.실물 내러티브와 결합해야 Shoutout 및 바이럴이 빠르다

Pnut-
1.뉴욕에서 보호구역에 돌아가지 못한 다람쥐를 주인이 키우고 Onlyfans에 올려 수십만 팔로워 달성.
2.바이든 정부 하에서 야생동물 감염병법 위반(백신 미접종)으로 주인에게서 강제 탈취 후 죽임
3.엘론 머스크(민주당 반대-작은 정부 지향)이 pnut shoutout- binance -문샷. 1.7B

Goat
1.뉴질랜드 개발자가 만든 토큰에
2.Marc Andressen이라는 유명 vc거물이 5만달러를 투자하면서 바이럴
3.현재 1.7B

People(2021)
https://t.co/LjoskzSrmM 헌법 조항 경매—현실세계 이벤트
2.크립토 내 &외부 바이럴- 고점 기준 1B

귀납적으로(표본이 극단적으로 작지만)
-실물 세계와 크립토 세계가 같이 공감할 만한 소재가 있어야 1B급의 재료일 수 있다.

그럼 Scihub도 재료의 조건은 갖췄다.

[BIO @brianjang306]

2.이미 고학력자, 크립토 업계의 내부자들은 Sci hub의 존재에 대해서 알고있다.
신규 토큰 치고 상장 속도가 너무 빠름（11월 16일 발행된 토큰—근데 벌써 거래소 4개 상장）-Gateio, MEXT, Bitget.. OKX는 월렛에서만 언급
- 만든애가 이미 거래소랑 커넥션이 다 있다..

[BIO @brianjang306]

2.상업적 논문 저널과 회사에 대한 반란(해적)
사실 Sci hub가 소송이 걸린 주요 대상들은 xx학회등의 기득권 집단들임.
이들은 논문을 저널에 출판하는 대가로 주로 출판료를 받으며, 출판사와 같이 작가에게는 10%의 인세를 제외한 대부분의 수익을 이들이 가져감—사실 논문 수익으로 저자가 받는 저작권료는 굉장히 미미함.
대략적인 자료를 살펴보자면
미국의 학술 출판 시스템은 다음과 같은 불합리한 구조로 되어있음.
논문 게재료(APC):
미국의 오픈 액세스 저널에서는 연구자들이 논문을 게재하기 위해 평균적으로 약 $2,000에서 $5,000의 APC를 지불해야 함.
저작권 이전:
논문이 저널에 게재되면, 저자는 해당 논문의 저작권을 저널에 양도해야 함. 이로 인해 연구자는 자신이 쓴 논문을 재배포하거나 무료로 제공할 수 없음
구독 모델:
많은 전통적인 저널은 구독 모델을 유지하고 있으며, 연구자들은 자신의 논문을 열람하기 위해 추가 비용을 지불해야 함. 예를 들어, 유명한 저널인 Nature의 경우, 단일 논문 다운로드 비용이 약 $10에서 $30에 이름
- 괜히 연구자들이 Sci hub를 사용하는 게 아님. 과학 논문의 접근성은 Paywall(돈의 장벽)으로 막혀있는데 Sci hub가 그걸 뚫어준 셈임.
다른 국가의 사례
유럽:
유럽에서도 비슷한 구조가 존재하며, 많은 오픈 액세스 저널이 APC를 부과함.
아시아:
아시아 국가들에서도 연구자가 APC를 지불하는 경향이 있으며, 특히 한국에서는 대학교육협의회가 구독료 인상에 반발하여 특정 데이터베이스 업체와 보이콧을 진행하기도 했음.
그래서------오픈 액세스 운동:
Scihub 이용자가 많을 수밖에 없는 이유. –이 내러티브는 기존의 수수료로 폭리로 취한 Tradfi(전통금융)과 크립토의 내러티브와 비슷해서 크립토 진영의 공감을 많이 받을 것이라고 생각함

[BIO @brianjang306]

4.그럼 왜 투자했음?
1.Sci hub는 대학원생이라면 다 알고 있는 사이트- 이미 현실에서 유명
출처
한국
-https://t.co/Z9StEgo2OV
-https://t.co/MRCvqxkEQC
(해적이라는 비유를 썼는데 개인적으로 매우 적합한 비유라고 생각함 ㅋㅋ)
영어권
-https://t.co/7zxBpT7BuA
-https://t.co/RftMVROrYh
-https://t.co/ueF3IXg5Ip
다 보면 알겠지만 1,2번 유튜버는 이미 과학계에서 인플루언서(10-50만구독자)이자 영상 자체가 4년,5년전 영상들임 (사이트 자체가 오래된 만큼 하꼬 밈이 아닌 현실과 결합해서 추후 나중에 받아줄, CEX를 주로 이용하는 리테일들이 받아줄 소재라고 생각함)
-영어권 3번째는 특이하게도 우리가 아는 그 Flow코인회사에서 한 인터뷰임. 호스트가 시작하기전에 한 말이 인상적인데 이미 너무 유명해서 자기소개가 필요없는 사람으로 Sci hub 창업자 누님을 지목

[BIO @brianjang306]

3.대략적인 사건의 전개
3-1.OXAA 얘가 토큰 발행 후 물량의 20%를 Scihub 창립자에게 준다고 약속(3단계에 걸쳐서)
- 1%,11%는 이미 받았고 나머지 9%는 달마다 1%씩 보내질 예정
- 누님은 매달 최대 1%씩만 터신다고 약속(한달마다 물량의 1% 락업)-이번달은 이미 종료.
3-2 엘박얀 누님 수령후(현재 11%) 이미 1%를 털어버리심
--이게 토큰 가격 박아버린 이유. (단 이제 11월에는 터실 예정x)
3-3 엘박얀 누님이 Scihub 공식 사이트에 https://t.co/qoPg27pU5L
-직접 밈코 사진 박아두고 올려줌—오늘 떡상 이유,

[BIO @brianjang306]

2.Sci-hub 코인 발행자
1.OxAA—중국인인지 모르겠음. 신경과학 박사 학위 보유자. 트윗 팔로워 13만명 인플루언서
-WTFA 아카데미라는 web3용 오픈소스 아카데미를 운영(WEB2개발자들 WEB3로 데려오려는 목적, 팔로워는 트윗 기준 약 만명.)
-REscuETH라는 Exploit(탈취)된 지갑들을 찾아주는 프로그램도 WTFA아카데미 산하에서 운영 중임.
-메인: People다오라는 다오를 만들어 미국 헌법 경매(경매에 미국 헌법 초판본이 나온적이 있었음)—헌법은 부유한 개인이 아닌 대중에게 돌아가야 한다는 논리 아래 $PEOPLE을 찍고 20m(한화로 280억) 모금 시도했음 –2021
당시 크립토판을 꽤나 떠들썩하게 뉴스에도 여러 번 나왔음. 그리고 $PEOPLE의 트랙 레코드는
2021년 최고가 기준 0.185$로 그때 시총 기준 1조임.
현재 People이 상장되어 있는 거래소는 Binance, Huobi, Mexc, OKX, Bitget 등등이 있음.(대략 중국쪽 거래소)

[BIO @brianjang306]

@haetae00 @suilendprotocol Smart