P.B.

researcher & trader

[P.B. @defibateman]

@t0mbfx Trading

[P.B. @defibateman]

@FofarPig LFG!

[YQ @yq_acc]

https://t.co/Izhy7nIJKZ

[jez (equity perps era) @izebel_eth]

this is who ur liquidating

[P.B. @defibateman]

@izebel_eth thanks jez, solid advice.

[jez (equity perps era) @izebel_eth]

new perp traders (who got hit) entering the most perilous ~72hrs of their lives

dont revenge trade, dont look to make it all back in one trade, dont increase the levg to get old position sizes, step away if your emotional

thats all i have to say to anybody at any social level

[Altcoin Sherpa @AltcoinSherpa]

First you have to find the leader of a narrative

second you have to figure out the chain and recipients of liquidity

third you have to find the beta

fourth you have to think about how long the meta lasts/how sustainable it is

Buying coins in isolation is generally not good.

[P.B. @defibateman]

@j0hnwang man, the labubu thesis was fire tho 🔥

[P.B. @defibateman]

@DarkCryptoLord 🙋‍♂️🙋‍♂️

[P.B. @defibateman]

CZ, the way of the modern man

[P.B. @defibateman]

@tulipking ni hao Tulip King

[P.B. @defibateman]

$dog narrative is over for now. But you never know, when it may start popping up again.

[Leonidas 🧡 $DOG @LeonidasNFT]

It doesn't matter if you hold $1 or $1,000,000 of $DOG

The $DOG Army welcomes everyone

I personally know several $DOG soldiers with less than $100 of $DOG who post more on X than some of the biggest $DOG whales

All you have to do is believe in $DOG to join this movement

Every $DOG soldier makes a difference

Every post, repost, like, and reply matters!

[P.B. @defibateman]

@milesdeutscher lets print

[tobi @tobific]

position now for @stable

Stable is an institutional grade chain built for stablecoins, backed by USD₮ & Bitfinex & raised $28M

what to do:

- go to https://t.co/hApYdHTi5h
- click log in & enter email
- enter OTP to join the waitlist

currently 330k users on the waitlist for the Stable app

- go to https://t.co/YLf3NKgPug
- contribute for roles

Team announced they'll introduce roles very soon

roles will be given out for meaningful contributions, such as content creation, community support etc

the Stable app is a non-custodial payments app designed for managing, sending, and spending USDT

The stable chain aims to solve Unpredictable Costs, Broken UX & enterprise Gaps using USDT as gas token

Be there 🫵

[P.B. @defibateman]

the problem of not doing hard things in the era of super easy dopamine.

[Gammichan @gammichan]

I think one of the largest issues in my life currently is that I'm simply never bored.

Boredom creates space for doing, a space to develop discipline. It's a vacuum begging to be filled but it's far to easy these days to fill when the world is at my fingertips. I can hop on here and have a conversation with some of the most interesting people in the world, I can open youtube and instantly view the greatest spectacles humanity has seen. I can place a trade and instantly get an adrenaline hit.

When the digital world is so enthralling it becomes far too easy to become complacent in the physical world. The easier it is to pick up your phone and access the entire world's entertainment, the harder it is to pick up a dumbbell or pick up a pen. When it becomes to easy to fill the vacuum of boredom, you've lost the benefit of boredom. It no longer acts as a backstop to your laziness, it no longer gives you a space where you so desperately want something to do, that you get up and do the hard things.

I was at a historic Ford factory in Detroit months ago, standing in Henry Ford's old office as the guide was talking about how he'd work 10, 12, 16 hour days. Sounds impressive at first, and it is, but then I started to think well yeah, this was the most exciting thing in his life. What else was he going to do? Go home to stare at the wall and listen to his wife nag him? Read a book? Go for a bike ride? The factory was his entertainment.

The incentives were aligned for him to put in the work. I don't think the incentives have been aligned for me in favor of doing the hard work lately. I'm fortunate that trading is what I enjoy and I have made that my livelihood, but it's gotten too easy to take the lazy road with it. Too easy to open trades with 1 minute of prep instead of 1 hour.

I think this is what got me with aster. I set aside some cash for it but never actually took action to set up a fresh wallet and bridge over. I thought "I need to remember that launches on the 17th" but never actually set an alarm. Just too many distractions in my mind, too many entertaining things and flashing lights, not enough empty space available to focus on what needed to be done to prepare.

Not enough boredom.

[Mippo 🟪 @MikeIppolito_]

People in crypto will say this is stupid and it probably is but that's missing the point.

The point is: Wall Street is obsessed with stablecoins and they're right that by 2030 we'll have trillions onchain.

One implication people haven't fully grokked yet is how much activity that is going to bring onchain.

Once companies wake up to the fact that you can send dollars (almost) for free, they'll start doing that. A LOT, eventually exclusively.

That also means that stuff like company payrolls (first just international, but eventually the whole payroll) will get run onchain.

That also means once the company's dollars are in stablecoins, it won't make that much sense to generate yields in MMFs on the TradFi L1.

They'll begin experimenting with Aave and Morpho vaults.

So one takeaway is as stablecoins slowly drag an increasing amount of economic activity onchain, it's going to moon TVL on our favorite apps (woo).

But another takeaway is that the entire enterprise software stack that supports modern businesses (treasury management, accounting, payroll and payments) will break.

The initial reason it breaks is because onchain data doesn't map neatly to, say, your accounting software or CRM.

This is a great opportunity, but it'll eventually get solved.

The reason it may break software more permanently though is because onchain data is real time and most software isn't set up accomodate that.

The days of your IBM business intelligence tool aggregating data at the end of the month or quarter is over.

The future is real time data updated every 12 seconds that businesses, combined with AI agents, will increase speed of decision making at orgs by two orders of magnitude.

It will also completely reinvent the SaaS software stack over the course of the next 20 years, which is a generational opportunity for the right business to capitalize on.

So TL;DR - everyone will launch stablecoins, most of them will be dumb and fail, but don't make the mistake of dismissing this as stupidity.

Stablecoins driving onchain activity is THE crypto megatrend of the next 20 years.

[Him @himgajria]

People that do well with narratives (eg. AI), perform terribly with new launches (eg. aster, xpl).

People that do well with new launches,
perform terribly with fundamentals (eg. cards).

People that do well with fundamentals,
perform terribly with memes (eg. fartcoin).

You can do one of two things:

(1) Either keep updating your mental models to adapt to different patterns and catch every new trade.

(2) Stick to your edge and wait for your kind of plays to reveal themselves.

Both are very profitable strategies in the long run.

[Mosi @VannaCharmer]

Best skill a gambler can have is knowing when to take the chips off the table

[Motif @TraderMotif]

A trader must know what type of trader they are. If they know they’re a scalper then they can expect many trades per day. If they’re an intra day trader they can expect 1-3 quality setups per day. If they’re an intra week swing trader they can expect 1-3 setups per week and so on.

One of the biggest problems I see in regard to lack of patience is that the trader doesn’t know how many trades he can be expected to take during a certain period of time. You MUST know this. It is essential. It will help harness the patience required.

[katexbt.hl @katexbt]

https://t.co/kwt3ks7808