We are going so much higher team, this is going to be a fun cycle.
Few things I am trying to do better this cycle with my trading:
1. FOMO is the #1 enemy, there are many cooks coming for months now, if you miss you, let it go.
2. Cool down period after selling a coin even if it goes higher... you only lose money chasing.
3. Don't buy too many coins at the same time, focus on a few core positions and let the winners ride
I've got more rules I try to follow but these 3 came up to mind writing this, will keep at it though and try to be more vocal about it.
Liquidity pools are not a solved game and V4 hooks have the potential to innovate and completely change their dynamic, and I think I’ve found what may be the most genius application of V4 hooks to do this.
Think of liquidity Pools like a bank. Both banks and LP’s sit on pools of money. Banks allow you to swap one currency for another at any time, but the real value for banks is the interest free money you give them that they take and lend out, throw it in T-bills, and make investments with. Banks have mastered using their liquidity pool.
However
Liquidity pools in crypto today do one thing, and one thing only… facilitate swaps. Why is that?
Frankly speaking, LP’s are using the money sitting on its books inefficiently, but that is no longer the case thanks to @NodarJ and @Hookrfun (main acc currently hacked)
Nodar is building a system where a hook can sit on top of a liquidity pool, and turn every LP into a defi hub. Like normal it can facilitate swaps, but in addition to this, it can use liquidity to let traders borrow against their positions, and even leverage trade on any pair… is it starting to click.
We just took a standard liquidity pool, and made it into a defi suite.
And the best part, it attracts a whole new way for pools to collect fees, further strengthening liquidity.
Not an easy task to pull off, or risk engine to build out, but in theory, something that can completely redefine liquidity Pools as we know them.
Not to mention, Nodar is a defi OG who has deep connections with @Uniswap and @haydenzadams and has been thinking about this solution for years.
For things like this, I choose optimism.
Imagine going leverage long, or borrowing against your $Cashcat or $pons directly from its own native LP.
This will take time and adoption, but undoubtedly $HOOKR is a very cool experiment. Also happens to be directly in line with the V4 hooks narrative happening on chain.
Positioned for the future
The whole “memecoins are impossible to trade because of hold times” thing is cope.
You don’t have to buy them all just like you don’t have to play every single hand at the casino.
Study the timeline, find a couple that fit your thesis and be patient.
in this era of public wallets
the best way to avoid being farmed is to understand the different types of doxxed wallets
only 3 reasons to track popular wallets:
1. frontrunning future tweets
-if a KOL regularly posts about coins they are in
-front run future demand generated by future tweets
risk: they don't tweet/they sell
2. finding good coins early
-if a wallet regularly buys coins early (before consensus)
-quickly research what they bought
-decide if good or bad
risk: these wallets lose more than they win, the wins are just very big
3. dormant/outlier activity
-if a profitable, inactive wallet buys something
-higher likelihood of ceiling breaking/outlier outcome
risk: they are gambling/have no alpha
for every wallet you track, ask which category they fall into. each has it's own risks. hope this helps.
Since 3 days ago only on evm you had..
Blink to 5m (5k entry if you sleuthed)
Utility token to 10m (frontrun by buying leading GME coins before interaction)
Stackers to 3m
Robbie to 3m (info was at <100k if you sleuthed wallet)
Niu Lau to 5m
Today on MCG
$NET | @NetNetCap
Key Highlights include:
01:15 – Founder's background: Dapper Labs, NBA Top Shot, market making through FTX era
06:06 – @NetNetCap explained: rebasing token backed by a real treasury
09:53 – The bond mechanism: discounted NET, vesting, and why it feeds the treasury
14:02 – Staking, emissions, and why the token "can't go to zero"
17:00 – Real World Bonds: buying SpaceX stock straight into the treasury
21:38 – The RWA-play thesis: why holding isn't enough, you have to gamify it
25:15 – The "hypergambleization" thesis, trading and gambling converging
33:07 – Game lineup: Coin Flip, SpaceX Invaders, and early volume numbers
41:56 – Climb Inc: the Game Boy-style game with a $10K jackpot win
50:15 – Fundraising philosophy: treasury is untouchable, raises are separate
57:34 – Roadmap philosophy: "I don't believe in roadmaps"
in crypto today you have 2 groups
actual users and circle jerkers
crypto twitter is mostly circle jerkers now, guys who get off at complaining about things they don’t even use themselves
the actual users are… just using it
the people with the loudest takes about onchain happen to be the least knowledgeable with how any of it actually works
these people are so out of touch that despite all their ignorant takes, onchain continues to be one of the only segments of this industry that is growing again
It is so hard to trench w a low port
Running up even 1k to 10k is extremely difficult
you have to be sharp w dd & lookout for vamps, pvp, etc
& also not fall victim to chasing every coin w volume
Have been buying some lowcaps recently and its just like burning money. I like to remind myself why i don’t lowcap trench often, there are levels to that game, im happy w not getting the best entries if it means the coin has a better chance of survival
And the feeling of over 50% of a wallet balance in those types of coins is awful
wait i think i just figured out a secret to trading
last night i was sitting on my balcony watching some new coins I was in rip
+ $8,000 in 10 minutes, edm music, cigar, dopamine was pumping
2 hours later, i was down $3,000, roundtripped it, and it was a mid meme (didn’t feel like that as it was flying though lol)
selling, actually doesn’t create dopamine like watching a chart print green candles
in that moment you have to choose the direction that doesn’t feel as good in the moment
will adapt this, first time ive realized it
ive actually been thinking about this a lot lately
at the beginning of 2025, i decided to step away from trading memecoins, i had 3 years of enormous gains, more money than i thought id ever make in my life
time away from the game was good
but it left me rusty, my discipline in how i traded eroded, and i put on some "fat," got slow
we can talk about the great trades i did in the past, but that's like saying you were the captain of your varsity basketball team in high school
i want to always be great, at least in the things i care about
i believe our videos have gotten so much better over time, im proud of that
im a better family man, friend, very proud of that
and health wise, im in the best shape of my life, its nice to rub my six pack to help me cope after a losing trade
the only thing left is getting back into peak performance when it comes to trading. it's really fun for me again, and i want to be where i was and even better.
hard to look in mirror and realize i have so much work to do, but that's what makes this whole game so much fun. time to grow, time to nourish the process, time to have fun.
time to go on another run my friends, im ready
best runners on robinhood will be category-leaders
- launchpad $PONS / $STONKBROKER
- pure memecoin $CASHCAT
- stock-paired coin: $AI
- tipsFI: $MOTION
Every trade up to this point in the bootcamp has used one entry, one click, full size, done. It works. But it's not how professionals build positions.
Scaling in means taking the risk you were already going to spend on the trade and splitting it across multiple entries. Episode 17 of the whiteboard series covers the two legitimate ways to do it. Check it out 👇
https://t.co/3J7MnbvTtc