bubbles

[bubbles @bubbles985348]

boobles
supremacy
we never left

[Justin Banks @RealJGBanks]

Photonics rotation could be the next move after Semis

Most are overlooking this sector right now

Here’s the Top 15:

1. $LITE
2. $COHR
3. $AAOI
4. $SIVE
5. $MRVL
6. $AVGO
7. $ANET
8. $GLW
9. $JBL
10. $AEHR
11. $POET
12. $LWLG
13. $QCLS
14. $LPTH
15. $ALAB

[bubbles @bubbles985348]

@TheMensAdvocate Would love this

[bubbles @bubbles985348]

@Armv7lFx great post, thanks for sharing. personally, yes i prefer substack for these posts

[bubbles @bubbles985348]

@pedma7 Terrible idea for personal safety reasons.

[bubbles @bubbles985348]

@TopherGMI @degentradingLSD When the team has already shown itself as greedy/deceitful (airdrop) and has clear incentives to fake volumes to satiate said greed. Compound that to the war crime chart and I don’t see how it’s not just pure fraud.

[bubbles @bubbles985348]

@TopherGMI @degentradingLSD Sure but the onchain fees can also be gamed easily by farming volume on wallets after selling on cex. When you consider sol trenches in the dirt, yet their rev still 4x Aug lows. When there was only a a blip in their volumes post 10/10 despite half the space getting zerod.

[bubbles @bubbles985348]

@TopherGMI @degentradingLSD They moved the buyback from cex to fully onchain. Exact same situation

[bubbles @bubbles985348]

be glad it happened

[bubbles @bubbles985348]

@maruushae realistically you lag your signal an additional day and see if its still predictive. 1d just useful as upper bound for performance

[bubbles @bubbles985348]

@rodeo_crypro They’re selling offchain. Inflating volumes and buying back onchain. Rollbit playbook

[bubbles @bubbles985348]

@imapiggy_pig Crying over 30%… read the room

[bubbles @bubbles985348]

@asd_1080 @macrocephalopod @IronEconomist Yes same question, can you elaborate on why you don’t mix rv/directional signals in a single portfolio?

[bubbles @bubbles985348]

@Robot_Wealth Where do you think trend fits into the picture?

[bubbles @bubbles985348]

2

[Liquidity Goblin @liquiditygoblin]

I am being badgered to write a higher effort thread. So I will.

you have two options:

1. how to price polymarket’s crypto markets (exotic options)
2. analysis of a profitable on-chain pairs trade

quote tweet with the one you’d like to see, whichever has the most will win

[bubbles @bubbles985348]

new order

[bubbles @bubbles985348]

lamai