THE META SHIFTED? MY CURRENT DEGEN DLMM GAMEPLAN.
A crew member asked me this week: "took an L even though still in range, should I have held?"
The honest answer: the game changed. Launches today are bundled, farmed, and dumped by design. Traps everywhere. We LPs live on volume, but we cannot afford to eat rugs.
So no, holding was not the move. In this market I do not marry positions anymore. No multiday on fresh tokens, no tight ranges praying for a comeback. When a play turns on me: take the L, bank the fees already collected, move to the next pool. The real skill is building your plays so you never END UP in that spot.
So here is how I fish these waters right now. Three tiers:
1. FRESH CHAOS. Insane volume, ruggish by default.
β Wide bid ask, β₯5% fee pool. Sub-hour plays. The fees ARE the trade: charge the casino, do not join it.
2. RUNNER FINDING ITS RANGE. Six-plus hours old, still alive.
β Spot/Bidask range -75%, 2-3% fee pool. Play the fib's golden pocket re-pump. A few hours, then out.
3. ESTABLISHED RUNNER. A day old, 10M+ mcap.
β Spot -40 to -75%, bin step 20, 0.2% fees. The long game: print every bounce until the volume dies.
And the emerging cheat code: most of these high bundled "rugs" never go straight to zero. They bleed... then bounce a little bit. If your bins already sit deep in a 5-10% fee pool, that dead cat bounce could pays you DOUBLE: the move and the toll.
Risky? Yes. Analysis required? Absolutely. But adapting to the sea beats complaining about it.
DYOR & remember: in a market full of traps, the toll booth is the only house that always wins.
Fees first, emotions last ! π
BTC is up 41% from the June low
In the last two midterm years that bounce was +49% and +43%
BUT, if you think the LOW IS IN, watch the "Fed meeting" on September 16
Odds of a hike dropped to 30% after they announced the $1T bond buyback, but they're back at 40% now
That's enough for it to happen
If it does: liquidity tightens, stocks have historically dropped ~20%, AND crypto follows in Q4
The low could be in, but if they hike, I doubt it
Watch this one closely
xStocks is now live on @HyperliquidX.
Our first deployment on HyperCore starts with a total of 5 tokenized equities and ETFs, including the leaders in open interest across HIP-3 perps.
24/7 liquidity. Meeting traders where they already are. With more assets to come.
Dit is hoeveel rendement je kwijt bent als je de S&P 500 simuleert met de nieuwe Box 3 wet.
De overheid vraagt mensen om 70% van hun toekomstige rendement in te leveren voor 2,4 Miljard voor de schatkist.
Disproportioneel.