Trader23

trade research journal mostly

[Trader23 @frequency_23]

This article explains why there is a big push to tokenize stocks

[Solana Legend 🎒💧 @SolanaLegend]

Backpack, the Engine for Internet Capital Markets and Tokenization.

https://t.co/NYR8fytWVz

A thesis piece on how the United States is in the process of exporting its capital markets in the same way the dollar was tokenized with stablecoins and distributed over the Internet.

[Trader23 @frequency_23]

Looks cool to me

[Amir Ormu @AmirOrmu]

Ansem is right.
You don't want to miss @papertrade_xyz.

It's a perp DEX on Hyperliquid.
1000x leverage, 0 slippage and no funding fees.

$PAPER:
The only way to mint it is by losing money. Close a trade in the red or get liquidated, and you receive PAPER.

Stake it and you earn a cut of the protocol revenue in USDC.

No team allocation, no VCs, no airdrop.
The losers basically end up owning the house :)

[Trader23 @frequency_23]

Wow haha

[Tulip King 🌷 @tulipking]

Anthropic: our AI will literally kill you
Meta: awe look at how cute the lil guy is, did you know he can talk with a cowboy accent? Have a rootin’ tootin’ day

I think I know who is going to win

[Trader23 @frequency_23]

Zones to watch on the weekly time frame to trade BTC

[Genwealth @genwealthXD]

Mayne reveals the exact setup he’s looking to buy throughout this bull run

“Once we get this market structure break, we’re going to be looking for consolidations and weekly SFPs to buy on.”

“Look at every single major swing low of the last bull run.”

“Weekly market structure break, big explosive move, multi-week consolidation, bullish SFP.”

“Big expansive move, market structure break, weekly SFP.”

W/ @Tradermayne

[Trader23 @frequency_23]

* periods of trending down on a low time frame while still trending up on a higher time frame

The sfp makes it look like the high time frame trend will reverse and the low time frame will continue down, but after the wick both reverse up (if it really is an sfp)

[Trader23 @frequency_23]

Simple way to explains these SFPs:

In a bull market price has periods of trending down before continuing upward

The SFP wick makes it look like price will reverse down but it’s a liquidity grab to flush longs before the real move up

[Trader23 @frequency_23]

opportunity zones

[Trader23 @frequency_23]

Near

[naly @defi_naly]

A Near Investment Thesis https://t.co/hdgsuDdisg

[Trader23 @frequency_23]

opportunity zones

[Mayne @Tradermayne]

$BTC

Every single major swing low of the last bull market had a bullish SFP.

These are great inflection points to build out additional exposure around.

[Trader23 @frequency_23]

🐐

[Mayne @Tradermayne]

$BTC

We are now trading above the weekly MSB level, assuming the weekly closes above the high, we'll have a confirmed market structure shift on the weekly time frame.

If you are stressed about missing the bottom, consider that last bear market ended the same way with a weekly MSB.

That weekly MSB occurred at $22,700, at which point BTC was already 50% off the lows. We are right around that same distance off the lows right now.

Flipping bullish at $22k last cycle was still very EARLY all things considered.

You're focus should be to continue to build out your allocation on dips between now and the end of the year.

GLHF!

[Trader23 @frequency_23]

🐐

[DonAlt @DonAlt]

It's funny I've gotten so much shit for being bullish (read quote tweet comments) while the market was clearly bullish

Only to now see the same people finally starting to capitulate... at the first serious resistance

Funny how that works

[Trader23 @frequency_23]

how many chairs are you sitting on right now

are you all in on the chair

[threadguy @notthreadguy]

MARKET OPEN: Bitcoin at $84K, Crypto BULL MARKET is HERE, Meta Muse SAVED the AI TRADE https://t.co/NfCmBAY3zO

[Trader23 @frequency_23]

wicky

[threadguy @notthreadguy]

watch the stream

[Trader23 @frequency_23]

infrastructure cycles in regards to AI

[Yash @0x_aster]

Every infrastructure cycle ends the same way. Value moves away from whatever produces the resource and toward whatever makes it consumable.

Refrigeration was a marvel until it became a utility. Then the marvel was Coca-Cola, which ended up worth more than the industry that made it possible.

AI is still in the marvel phase. We are pricing the producers of inference in trillions and calling that the market.

Orbio is the utility layer. Inference with a price, depth and an open market, available onchain without a human in the loop.

The bottle is still missing. That is the part I am looking for

[Trader23 @frequency_23]

Pretty cool numbers

[KoolKrypto @koolkrypto223]

@blknoiz06 Depends how you wanna structure it. I have a bunch of 100/125k $BTC call spreads for Dec25 that cost $1250 right now and obviously pay 25k per at/above ATH, so max 20:1. Go mess around with different structures on @DeriveXYZ, lots of different payoffs depending on your views.

[Trader23 @frequency_23]

Good watch

Goes in depth on some projects that could be really big

[Tulip King 🌷 @tulipking]

(FULL OF ALPHA) My appearance on stream today. We talked about the reflexive price loop Zcash [road to $1 trillion] is in and who's buying it, why Derive is the most underpriced derivatives protocol in crypto, and what the hell Pearl is

0:20 Crypto Twitter has no conviction
5:10 Zcash trillion dollar price loop
11:21 Ethereum is not money
19:19 who's actually buying Zcash?
24:53 the Derive bull case
33:27 HYPE can’t compete in options
38:28 Pearl is AI-secured Bitcoin
46:36 miners are switching to AI
49:09 a real man's coin

[Trader23 @frequency_23]

pearl

[⏢brianbreslow @brezshares]

https://t.co/2zdmwq8liB

[Trader23 @frequency_23]

Gonna listen to this soon

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle

0:00 - Intro
2:25 - From mining BTC at 13 to fund manager
5:25 - Early to ETHLend and DeFi
7:38 - The poker game that led to a fund
10:26 - Is TradFi “in the arena” with DeFi?
14:17 - Early to onchain perps like GMX, HL
20:13 - Liquid fund, yield gen, and a little VC
23:28 - Why Kool doesn’t trade memecoins
28:01 - The DRV bull thesis
41:14 - Kool’s winning BTC call spread
45:58 - Pros/cons of Derive’s RFQ trading
50:14 - AI agents, a tailwind for options
52:50 - His onchain options trading tools
56:29 - Pros/cons of options vs perps
1:02:37 - Managing risk and closing trades
1:05:35 - Why Opulent October makes sense
1:11:12 - His viral ETH call spread on Derive
1:17:38 - Bull thesis for KNTQ
1:25:07 - Derive V3’s ability to list new markets
1:28:31 - What if HL/Lighter launch options?
1:34:19 - Why Kool remains bullish on LIT
1:38:24 - Closing

🙏 Thanks to @koolkrypto223 for joining us!

[Trader23 @frequency_23]

@DonAlt Thanks for the pump

Needed something to chat about on casual Friday

[Trader23 @frequency_23]

I agree

[David Hoffman @TrustlessState]

The fact we are green today was the most obvious thing ever

[Trader23 @frequency_23]

range trade setups for the big caps

[RektProof. @RektProof]

The only setups you need when price forms a range

Reversal setups and continuation setups all determined were price sits in the trend and what ranges forms after the trend