hallowedguy

Playing to win, I mean to win big.

[Market Watcher @watchingmarkets]

"this is your last chance to make it"
- meme coins

some thoughts for new traders just trying to make it, trying to find their footing through the hell of onchain volatility.

I've been trading onchain memes since 2021, every single time, after a few weeks of low liquidity, people call them dead. every single time, they come back stronger, faster, with more opportunity than before.

Some of the OG altcoin CT guys hate memes, hate what they stand for, doesn't matter, no other market on earth gives you this kind of asymmetry, especially for small capital trying to build a stack to rotate into a world ETF.

But I agree with them, when they say most meme coin guys are just gamblers bc asymmetry without a ruleset is just gambling, so try to establish one for yourself: https://t.co/z1oorq5Udy

Have some principles to guide you, for example:
- cash is king
- never force a trade, clean setups only
- timing beats time

If you have some time, try to learn some basic TA, "Technical Analysis of the financial markets" is a great starting point. but reading only gets you so far. Watching market dynamics up close, staying active, actually trading... compounds your learning curve fast, worked for me, but your time horizon should be 3to5 years plus. Most are giving up after a year trying, calling everything a scam and insider trading. classic

Buy red, sell green. sounds stupidly simple. yet i watch traders top blast into 50%+ daily candles every day, buying the narrative euphoria bc leaders are pumping, just to get sold into on the classic evening retrace while everyone's glued to the screen, emotional, oversized.

That leads to something important, as less emotions as possible. You cant really trade without them, I know, but what helped me the most, especially onchain: small size. thats it. just lower your size and stop aiming for that high PnL cards hectically every week.

try to front run attention, that's where the money's made, not chasing it in and handing your liquidity to whoever's already sitting on the high attention play. harder to do, but that's the playbook for building your own edge in a market where nearly everyone's just trying to get your liquidity into their pocket. some CT guys are really good and genuine in sharing their playbook every single week.

Thats why you need to curate your TL. follow the right people, clean signal are important, crypto apps like fomo aren't bad at all for exactly that.

It's an attention economy. protect your capital first bc in the end nobody cares about your port, it's your own money and you decide what happens with your own money. never go too deep down the overthinking rabbit hole, telling yourself you can't sell an asset bc of some story you made up. offramp offramp offramp, no greed, your future

pure attention economy, it is what is is, so trade it somehow

hope you will make it, give yourself some time

[Market Watcher @watchingmarkets]

Trading Rules

Risk & Emotions

If you feel emotional, then lower your size.

If greed shows up, then take profits.

If fear controls you, then your position is too big.

If you go on tilt, then step away, the market will still be here tomorrow.

If you can’t sleep because of a trade, then you’re overleveraged.

Discipline & Overtrading

If you’re forcing entries, then it’s not your setup.

If you overtrade, then cut back to 2–3 high-conviction plays per week.

If you chase green candles, then you’re already late.

If you try to trade every narrative, then you have no edge.

If you don’t journal your trades, then you’re not improving.

Chart & Analysis

If the chart looks messy, then zoom out.

If price is chopping, then stay flat until structure forms.

If you can’t define risk, then don’t take the trade.

If your TA conflicts with your bias, then trust the chart.

If volume disappears, then liquidity has moved elsewhere.

Capital & Mindset

If you’re below $100k, then focus on stacking, not diversifying.

If you trade with scared money, then you’ll make scared decisions.

If you don’t respect every dollar, then you’ll never scale.

If you size up too early, then you’ll size down forever.

If you try to catch everything, then you’ll end up catching nothing.

[hallowedguy @hallowedguy]

After a solid 20x on $CATE a good entry for size play will be sub 17mil mcap.

[hallowedguy @hallowedguy]

$CATE

Do we see 100mil mcap today ?

[hallowedguy @hallowedguy]

I think $OFFICIAL fills the wick and hits a new ATH from here.

8rWNVQoFyhWgKfBQGo1o7va5imP9rYT9jNroDqN4pump

[Ansem 🐂🀄️ @blknoiz06]

thoughts on portfolio allocations in bull markets

70% high conviction plays
30% degen risky plays

very important to segment your portfolio this way, will help you maintain clarity and have funds to chase while also keeping long term exposure always

high conviction plays should be coins you are willing to hold for several months with a core fundamental thesis behind them and clear invalidations for when you are wrong

stuff like $BTC / $ETH / $SOL / $HYPE, but the best high conviction spots are the ones where you find a midcap and allocate aggressively towards it as consensus is forming around it, for me last cycle this was $SOL & $COIN around 10B market cap, they were not confirmed majors yet but i was able to see these trades before they were & did well with them, 2024 it was $HYPE before it was consensus, i am actively trying to find these trades for the upcoming cycle you likely are aware of some of the coins i think this could be for this cycle already

but this is where you should spend the most of your time and research for awhile and build your positions over time, if you have a 9-5 you should take some portion of your income and set aside for getting exposure to risk assets in this way, @X is honestly a great forum for research and finding people with good ideas

30% degen port is always critically important because it allows you to take on much more risk but also get exposure to coins that may return your entire portfolio, this is where you spend time trenching new pairs, buying innovative on-chain plays, longing coins on leverage w/ perps, trading memecoins developing momentum

you will lose with a much higher hit rate on these coins but you also have a much higher chance of hitting a 1000x, for people with small portfolios this is where you should spend the majority of your time, when you have a smaller portfolio you have to outwork the other traders in the market by being early to narratives on-chain before they are consensus and finding great spots

this part of the portfolio also helps you with not experiencing fomo, because if you already have capital set aside to ape the trend of the week then you dont end up selling your high conviction bags to do so & when you are right then you have even more capital to compound into your highest conviction bags later, it is understated how important it is to do this

i keep seeing people mad on the timeline that their coins are not moving and think a large part of their frustration is that they are not diversifying their portfolios in this way, you would not be mad at other coins doing well if you had capital set aside to chase things that are moving, even if it is a small amount, there are traders and holders in every market, imo we are entering the period where holders outperform traders, but only if you are in the right coins, & having an ape stack on the side guards you against the possibility that you chose to diamond hand some garbage instead of gems

[hallowedguy @hallowedguy]

$CATE

Do we see 100mil mcap today ?

[hallowedguy @hallowedguy]

$CATE good run this one.

[hallowedguy @hallowedguy]

$IMD

Your favourite KOL in. Bet on good dev and innovation.

0xD34a99Bc0f67aE1bbd63C660e6d0b0dd03E263B7

[hallowedguy @hallowedguy]

Fren pet Dev @surfcoderepeat , from 2023 if you remember is cooking something using @Uniswap V4 hooks.

This might spark up a new wave of Uni V4 hooks season

0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7

@crypto_popseye already hinted on it earlier too.

[hallowedguy @hallowedguy]

$CATE good run this one.

[hallowedguy @hallowedguy]

Surprised catecoin is holding up.

Was thinking it will go to zero, trying it out here won't be bad

Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump

[hallowedguy @hallowedguy]

$PIPEDOG looks strong. Scooping some at this level makes sense.

What if they crime it to $100mil mcap this week.

0x5Cb6F181081301b44905F3ae15419112ecaBd8A6

#BLESSEDWEEK

[Princess @defiprincess]

Overstimulation is one of the biggest reasons you keep losing money trading memecoins.

Think about the environment you trade in.

You’re constantly seeing:

• someone’s perfect entry and exit
• someone who missed an entry, bought back higher, and still made money
• someone selling at a loss and catching the next 10x
• someone aping into a coin five seconds before it runs
• someone turning a tiny position into a huge bag

Your brain processes all of this as evidence that you should be able to do it too

And this is where things start to go wrong

You start internalizing chaos

You buy coins you normally wouldn’t touch

You break your rules because you’ve seen someone else break theirs and win

You FOMO into a coin, sell low, then buy back higher because you can’t stand watching it run without you

You take too many trades because you’re constantly being exposed to opportunities.

All while your heart and body are screaming at you to stop and trade only when you’re at your best.

Eventually, you’re not trading your strategy but your environment.

And the worst part?

You may not even realize you have a problem

You can break the same rule today, promise yourself you won’t do it tomorrow, then break it again the next day.

Just like skipping the gym.

You know what you’re supposed to do.

You just keep choosing what feels good in the moment.

Maybe your problem is that:

1. You’re in too many alpha groups.
2. You’re online 24/7 but somehow still miss everything.
3. You’re buying everything Cupsey buys because you think it’ll be a “quick flip.”
4. You keep changing your thesis after you’re already in the trade.
5. You’re watching so many charts that you can no longer distinguish a good setup from noise.
6. You enter with a 2x target, see the coin move, and suddenly convince yourself it can do 10x.

10x my foot.

You won’t even see 2x because you’ve already destroyed the trade with your emotions.

And this is one of the realities of memecoin trading that people rarely talk about:

Your environment can make you a worse trader.

If your brain is constantly consuming entries, exits, PnLs, calls, rugs, runners, missed opportunities and other people’s wins, eventually everything starts looking like an opportunity.

You stop asking:

“Is this a good trade?”

And start asking:

“How much can this make me?”

Those are two completely different questions.

To win you need to create an environment where you’re clear-headed enough to think.

Do this especially when you’re extremely confident about a trade.

This should be the first thing you prepare yourself to do before you take a trade

Your body is a temple and your mind is a river. Do the rituals you know feel right…

For example, I make sure I take trades in my best attire. So every morning I take care of my skin, I wear a pretty wig and wear my best clothes.

And I’m so relaxed that when I scan plays I do it clear headed and see the mistakes I usually make in slow motion.

Because you know sometimes confidence isn’t conviction.

It’s overstimulation disguised as conviction.

Deep down, your brain may already know you’re about to buy rubbish.

But you’ve consumed so much information that you can no longer hear yourself think.

And memecoin trading is already difficult enough without fighting your own nervous system.

Trading is ultimately about making good decisions repeatedly.

Because choosing the wrong trade doesn’t just cost you money.

It can set you back mentally.

You lose.

You become frustrated.

You start revenge trading.

You increase your size.

You abandon your rules.

And now you’re fighting an entirely new battle.

You keep asking:

“When will my wins finally come?”

But if you keep creating the conditions that produce losses, you can’t be surprised when your PnL keeps reflecting them.

You CANNOT build a profitable trading career in an environment that constantly destroys your ability to think clearly.

Sometimes the best trade is to turn the noise off.

[MP @MoneyPrinter0x]

// onchaining, volume, and time windows

for onchain, normally peak volumes & peak organic activity are 11am - 1pm est weekdays and 12am-1am est weekdays (broader high volume 8am-2pm est 11pm-2am est)

1st and 15th of a month normally has more volume

mon, tues, thurs has default highest volume

unless u can stomach drawdowns, normally the best time to play is during those hours or positioning right before (<15m)

although not always, normally most onchain charts retrace after peak volume hours pass (unless if theres a catalyst or some larger onchain wallets suddenly start bidding)

onchain is a very, very risky place to be in - the volatility itself is what gets ppl excited, every bit of edge counts

to ppl newer to onchain -> i honestly dont recommend jumping in, the learning curve is steep and u will end up losing money, i dont really want that, if u're used to macros equity perps then best stick to it since there is also good plays there, if u have experience in something best stick to it and don't fomo - market is big, there are a lot of plays across asset classes, onchain won't make sense if u are used to trading equities, equity perps, options

to ppl who are native to onchain & have onchain experience before -> ngl, these are some of the best times the space has had in a while

[MP @MoneyPrinter0x]

to ppl newer to onchain -> i honestly dont recommend jumping in, the learning curve is steep and u will end up losing money, i dont really want that, if u're used to macros equity perps then best stick to it since there is also good plays there. if u have experience in something best stick to it and don't fomo - market is big, there are a lot of plays across asset classes, onchain won't make sense if u are used to trading equities, equity perps, options

to ppl who are native to onchain & have onchain experience before -> ngl, these are some of the best times the space has had in a while

[CZ 🔶️ BNB - Parody @czbinanceprd]

strong conviction always looks irrational before it looks brilliant.

by the time everyone believes, the opportunity is usually gone.

[hallowedguy @hallowedguy]

@kanny_x7 Thoughtfully put together Kanny.

[k @kanny_x7]

we are at the beginning of the endgame, i can feel it.

therefore i must WARN my brothers of what to do the next 6-12 months

if you waste this LAST chance given to you because of laziness and lack of accountability, you will regret it until your time in this world is over.

first, advice to those absolutely GRINDING with just 4-5 figs to their name

onchain markets will reward active participants, PLEASE put in your hours. put in the MAXIMUM you can, fuck your social life for a few months in the face of a 6 figure win.

all im explicitly gonna tell you is, just for THREE MONTHS, 90 DAYS, you have to sacrifice the extra few hours of sleep and channel it towards digging through the trenches for hours on end

with how the current onchain market looks, you'll come close to landing multiple big wins even if you grind PROPERLY for just a month

if you havent got friends in the trenches to scan dogshit with in a telegram gc, go join a paid discord to make friends(theres a few on here run by good traders ie: digiworld/shocked/etc)

track wallets that are consistently early on stuff(disregard when they sell), if you know how to code, find patterns (whether it be in volume etc)and build tools to make life a bit easier

besides that, being CHRONICALLY ONLINE is the only thing thats gonna get you out of 4-5 fig hell.

there is no subsitute to simple being online at the right time.

second, advice for those who have been involved in the game for a while, understand it, show up everyday yet seem to miss every play possible

trading onchain is the PUREST form of trading in crypto, your own journey must be treated as trial and error

you MUST figure out the flaw before mindlessly clicking all day and then complaining about not performing well.

for example, if you SEE good plays before they run hard and still miss them, what must the issue be? maybe you dont bother to fully dig into the narrative and understand it

maybe you understand it, realize it can run but are afraid to enter because of emotions

maybe you even entered some of these plays, but couldnt hold past a few X, even knowing the full potential.

majority of the times, people stuck in 6 figs have a good grasp on how narratives work and are able to predict how they'll perform too. but they fall short when it comes to execution, and theres a very simple fix:

bad execution is directly tied to high emotions, high emotions are often because of uncomfortable sizing.

tone done the size, eliminate emotion, let the narrative play out to it's fullest potential, the days where selling 2x and moving on are DONE, that wont help you progress to 7 figs

execution must be based on logic and reasoning, NEVER emotion.

also, realize you cant be right every single time. do NOT at the expense of ANYTHING give up after a small loss streak

the expectation you have from yourself to be correct on every single play is very pointless and mentally damaging, be more realistic, you only have to be right a handful of times to make up for every mistake in the past.

put in your hours, the most beautiful sunset is upon us.

[hallowedguy @hallowedguy]

$JUGGERNAUT looks good here. Robinhood memes bouncing on positive earnings news. Vlad also said he likes memes.

0xD7321801CAae694090694Ff55A9323139F043B88

[hallowedguy @hallowedguy]

@Salem1299534 $AI coded

[hallowedguy @hallowedguy]

Bookmarked, will read it over and over again till it sinks in.

Thank you for coming up with this top tier article.

[Tendychallenge @TendersAlt]

https://t.co/C5mRfnGdp7

[notbad @NotBadDegen]

this is coming btw

will probably be one of the best v4 hook project around

[hallowedguy @hallowedguy]

Fren pet Dev @surfcoderepeat , from 2023 if you remember is cooking something using @Uniswap V4 hooks.

This might spark up a new wave of Uni V4 hooks season

0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7

@crypto_popseye already hinted on it earlier too.