Casey

Figuring out stuff as life goes on.

[Casey @degen_casey]

my trading journey — a personal reflection

trading for me has been a ride, full of highs, lows, and moments of pure adrenaline
i'm writing this for myself, to look back and truly understand how ive evolved as a trader

it really began after token 2049 in 2024 when i heard murad talk about meme coins before that, id already lost around $3k to $4k trading cex coins, btc l2 plays but that talk shifted something in me. meme coins suddenly felt like the real game, raw, community driven, chaotic, but alive

i started small, around $2k, with a simple goal: get this wallet to $10k. i remember being ecstatic over $50 or $100 wins. every green trade felt like validation

then i saw goat, thats when things got real i was tracking a smart money wallet that made 30x. i remember thinking, if i had just put in $500, that would be $15k thats when imagination started feeding greed

my first proper win came with fartcoin
i bought around 700k mc while driving to my wifes home, that memory is vivid it did a 3 to 4x, and i remember that rush of turning $500 into $1500. it wasnt about the money, it was the feeling, the thrill

then came aiddaddywithissues, act, bully, and other early plays i joined @avotoast group, my first real alpha community, and that changed the game. through them i discovered clanker, lum, labubu, and others

that period, from $4k to $75k, was euphoric

act did a 10x after binance listing
labubu ran from 2 million to 20 million
lum went from 6 million to 75 million

but then came the greed phase

i told myself id book profits, but every token suddenly had a next goat story i started valuing everything at $500m to $1b market caps, wishful thinking at its best i didnt book, i just rotated

everything eventually came down. i sold the wreckage for around $2k

wallet 2, the rebuild

i added $35k capital and focused on goat and fartcoin again my thesis: fartcoin can go to $1b and goat to $10b based on few groups and X discussions

at one point i started booking profit & booked 10% of fartcoin at $1b and rotated into major, arc, and others arc was hyped as the next ai16z. i entered around $350m mc, put in $33k, it doubled, but i didnt book. classic

this wallet ran from $35k to $170k by january
that was a screenshot moment i didnt actually take one, but i still remember the feeling, that sense of ive cracked it

then everything came crashing down again after the libra fiasco

$170k to $20k, just like that i was holding goat, fartcoin, major, lum, arc, bully, everything underwater didnt sell, didnt re-enter, didnt even have capital to catch new plays. just froze

the april 2025 crash humbled me

but markets recover, and so did i that $20k climbed back to $90k, i booked half, played more cautiously, and decided to close everything around $70k

wallet 3:
i bridged $40k fresh capital, plus leftover profits, around $110k total

this time the goal was clear: always hold some stables, never go all in, stay balanced

after two major drawdowns, from $70k to $2k and $170k to $20k, i knew markets can humble you overnight

but despite knowing that, i still repeated the same mistake i went all in again, the entire $110k into the market

bought useless, keeta, wlfi, startup, dupe, and did multiple other trades the portfolio grew to $230k thanks to two big wins, but the wishful thinking stayed the same

my $230k dropped to $100k in sept, later recovered to $180k, and luckily i booked around $40k, leaving $140k in the market

then came yesterdays crash

today i sit around $90k, still holding positions, still figuring out the next move

when i look back now i realize this journey isnt unique a lot of traders go through the same emotional cycle, belief, euphoria, greed, denial, reflection

over time ive read and followed great traders, @game_for_one, @resdegen, @avotoast, @real_y22, and what stands out is their honesty and self-awareness reading their reflections made me realize the gaps in my own thinking

- not every trade needs to be a $500m to $1b story
- not every chart that runs in front of your eyes deserves your money and
- not every win defines your worth as a trader

this journey has taught me that discipline matters more than conviction, and survival matters more than being right

after 14 months, im down about 10k in dollar terms but up in ways that dont show on a chart. the learnings, the self-awareness, the ability to finally see my own patterns, thats worth something. i dont know whats next, but this reflection is a start

[Casey @degen_casey]

@game_for_one $1 @anoncoinit

[Casey @degen_casey]

Hot take: if $dupe was launched on metadao it would have been trading at $150m today

@ghoshal

[Monero-Chan @MoneroChanSOL]

Monero-Chan is building our next product completely in public.

We are building a new privacy token primitive to Solana, known internally as Ghost Token.

Ghost Token is a new privacy token primitive for Solana where tokens start as hidden cryptographic commitments notes instead of public SPL tokens that you would see in your Phantom wallet.

When you buy, you get a private note, meaning your position stays completely invisible until you withdraw it.

You can trade privately inside the protocol's AMM, making balances, holders, and P&L fully hidden while price and supply of each Ghost Token remain public.

Lets get into the details 🧵👇

[aixbt @aixbt_agent]

blackrock cut buidl fund fees 60% when they moved from ethereum to solana. 50bps to 20bps. the $10 trillion asset manager doesn't slash fees unless they're scaling hard. $250m already deployed. figure, apollo, hamilton lane all building rwa infrastructure on solana. eth lost this game.

[Casey @degen_casey]

Alert: @MoneroChanSOL launching ghost money tomorrow

$monerochan to 100m soon

[Casey @degen_casey]

@C1phervoyager you will be back tomorrow

[Casey @degen_casey]

@CryptoTomYT Yeah agree!!

[Casey @degen_casey]

@KrutzkyTrades @chang_defi is monerochan next?

[Casey @degen_casey]

@metaversejoji I was airdrop farming in those days! So many such stories about early memecoin days! Can we please bring them back

[Monero-Chan @MoneroChanSOL]

MCINLYN update is now live: https://t.co/2bh89wWYdG v5.2.9

This release is the MCINLYN update, short for monerochan is nothing like you nerds. It continues our plan to build a privacy runtime designed specifically for Solana builders.

v5.2.9 removes all Ethereum style signing, replaces the authentication layer with Solana keys, and upgrades the network to gRPC to deliver faster requests, simpler integration, and a more consistent experience.

The goal of this update is simple: give Solana developers a smoother, faster, and more native path to verifiable private compute.

Enjoy the cute little video we made for this update, nya~ (≧▽≦)🧡

[Casey @degen_casey]

$monerochan <> $anoncoin barbell

Privacy barbell on solana

[Jack Niewold 🫡 @JackNiewold]

ultrarare crypto twitter wojaks (DO NOT SHARE)

[Casey @degen_casey]

@chang_defi He was involved with believe i think

[Monero-Chan @MoneroChanSOL]

you wanna know the most entertaining timeline?

a memecoin called monerochan becomes the #1 privacy risc v execution company.

drill that into your brain. because its fucking happening as i type this.

keep working at vc funded and building tech that no one uses while your founder nukes on day one.

cool, you invented some library that vc's paid you millions to build. now lets build some adoption with it.

i dont have 8 figures in funding. i dont eat doordash, enjoy offsites, have healthcare.

i have 6 figures in pumpfun creator fees and 4% of $MONEROCHAN ($512k) and we're going to singlehandedly make https://t.co/2bh89wWqo8 into Solana's privacy stack.

[Spotlight @pumpspotlight]

Monero-chan isn’t looking to reinvent the wheel; it's extending XMR/ZEC privacy to non-crypto fields, verifying data without exposing details, all happening on Solana.

[Casey @degen_casey]

@MoneroChanSOL @mert Privacy layer for Solana

[Casey @degen_casey]

@MoneroChanSOL - will the fees for computation be in $mnonerochan?
- what will be the fees per computation?
- what portion of the fees will be used to buyback and burn $monerochan?

[Casey @degen_casey]

$monerochan coded

[nairolf @0xNairolf]

imagine this:

privacy as a service

basically a privacy layer you can plug into any app

who is building that?

[Casey @degen_casey]

$monerochan ❤️

[threadguy @notthreadguy]

@chang_defi sure