|ABOUT CRYPTOMATICS BRAND
1/23🧵
At @Cryptomatics_, we believe that having access to quality content is the ONLY way for you to "Crack the Codes!"🔡🔢
Here's a thread on why we have REbranded and the 7 Point Vision Breakdown of Cryptomatics to serve you better.
A thread🧵👇
Pre-define maximum position size before looking at the chart.
Deciding “this idea is worth max 4% of portfolio” before analyzing price removes a lot of emotional sizing errors.
If you missed the move, the next setup is usually better than chasing.
Chasing a 40% candle higher often leads to buying the local top.
The next pullback or new setup is usually cleaner.
Volume and structure matter more than exact bottom.
For example...
Buying the absolute low feels good but is rare.
Buying strength after a clear higher low is more repeatable.
Better entries come from patience than from FOMO.
Waiting for a retest of a breakout level instead of chasing the initial spike has repeatedly improved average entry price.
Scale in rather than all-in on first contact.
Entering 30% of the planned size, then adding on confirmation or better levels, has reduced regret on both winners and losers.
I’m Excited to Participate in What TagSpace is Building!
As someone who loves to support
useful Web3 applications that solve
peoples’ problems in real time…
I'm excited to join TagSpace on
ensuring their vision behind this
project is achieved and get into
the hands of users that will love it.
What is TagSpace all About?
TagSpace is creating the Spatial Layer:
a way to pin digital content like:
> tips
> notes
> stories
> AR experiences to real places in the world
It also help people to discover new places
or important places people might be finding.
With the help of other TagSpace Users that
add pins of these places on the map.
How is that Done?
You point your camera at a location and
discover what others have left behind.
Their AI helps show the right
content at the right place and time.
You as a Creator can easily publish
your own AR experiences to real-world
spots without needing complex skills.
It’s like turning the physical world into an
interactive map of information,
exploration and fun.
My Goal for this Week with TagSpace
This week, I will also be exploring the app
and try to pin things and places people
are funding and will help them solve
their challenges using TagSpace.
Check out TagSpace and try the app
to start exploring and creating yours!
Use the link in the comment
to download the TagSpace app
on playstore or apple store and
enter my invite code to register.
INVITE CODE: TAG-KGCGTCDA
Follow me @awesomemikeinc to stay
updated and get more content like this.
@tagSpaceCo
I’m Excited to Participate in What TagSpace is Building!
As someone who loves to support
useful Web3 applications that solve
peoples’ problems in real time…
I'm excited to join TagSpace on
ensuring their vision behind this
project is achieved and get into
the hands of users that will love it.
What is TagSpace all About?
TagSpace is creating the Spatial Layer:
a way to pin digital content like:
> tips
> notes
> stories
> AR experiences to real places in the world
It also help people to discover new places
or important places people might be finding.
With the help of other TagSpace Users that
add pins of these places on the map.
How is that Done?
You point your camera at a location and
discover what others have left behind.
Their AI helps show the right
content at the right place and time.
You as a Creator can easily publish
your own AR experiences to real-world
spots without needing complex skills.
It’s like turning the physical world into an
interactive map of information,
exploration and fun.
My Goal for this Week with TagSpace
This week, I will also be exploring the app
and try to pin things and places people
are funding and will help them solve
their challenges using TagSpace.
Check out TagSpace and try the app
to start exploring and creating yours!
Use the link in the comment
to download the TagSpace app
on playstore or apple store and
enter my invite code to register.
INVITE CODE: TAG-KGCGTCDA
Follow me @awesomemikeinc to stay
updated and get more content like this.
@tagSpaceCo
Over-diversification is often fear dressed as prudence.
25 tiny positions usually means no real conviction and diluted attention.
Better to know fewer things deeply.
Diversification across uncorrelated narratives and chains reduces sequence risk.
Holding only Solana ecosystem tokens felt diversified until a chain-specific issue hit everything at once.
Concentration is fine if position sizes reflect conviction and risk.
A 15% position in a high-conviction idea with clear invalidation can be safer than ten 3% low-conviction positions.
Core (high-conviction, longer-term) vs satellite (higher-risk, tactical) buckets.
60-70% in higher-conviction majors and protocols, 30-40% for narrative and higher-beta trades.
Competitive landscape and moat durability.
A protocol with strong network effects or unique technology is more interesting than one that can be easily forked.