Filthy Martini

[Filthy Martini @martinifilthy]

Feels good to have your networth at ATH and btc is sub 100k

[Filthy Martini @martinifilthy]

why is "going with the flow" considered the highest form of mathematics?

many people think life is a random gamble split 50-50 down the middle. but in Markov chains and the laws of nature, those who go with the momentum have a "natural winning rate" of the golden ratio 0.618.

the compound interest formula derived from this, (1 + (0.618 - 0.5))^N = 1.118^N, represents steady growth at an annualized rate of 11.8%:
6.2 years: principal doubles
10 years: assets become 3.05 times
20 years: assets become 9.31 times

buffett is someone who takes "going with the flow" to the extreme. he doesn't gamble on single wins or losses, but extends the span across multiple dimensions (large N values), allowing time to inevitably converge to the steady-state distribution of big wins.

however, fortune is conserved. markov chains span multiple dimensions like wealth, health, inner peace, and more. if someone scores a big win in wealth, they must compensate in other dimensions.

doing what one can is leveraging the natural advantage of boosting the win rate to 0.618; accepting fate is embracing the conservation of energy across different dimensions. going with the flow is the code to wealth, and even more so, the key to liberation in life.

[Filthy Martini @martinifilthy]

bitches be like “hey my name is tim and i’m 3 months on T”

[Pop Crave @PopCrave]

Timothée Chalamet hiking in new photo.

[Filthy Martini @martinifilthy]

running my script on $00 and getting insights. will have more in the morning. gn

[Filthy Martini @martinifilthy]

looks like we passed the IQ test and didn’t bid laptop. what a fucking disaster. base just does not miss with the wrecks.

actually the real iq test was getting a hunter substack sub haha

[Filthy Martini @martinifilthy]

some strange action happening on $00. i cant really explain this drop to 0.016. you do see a lot of illiquid alts taking small hits. i've looked at a few on chain and it seems that:

a/ the moves happen on chain more than on cex
b/ the capital rotates and / or is bridged into aping smaller cap tokens or things that are of the moment

thats the cost of having your money stored somewhere for the long run. missing the daily / weekly runner.

i think those that hold on here will be very much rewarded. the new shiny thing doesnt last forever, and things with real lasting value will outperform.

nevertheless go get that bag gents.

[Filthy Martini @martinifilthy]

its been an absolutely wild weekend for me in the trenches. ups and downs really. net wins but fascinating to see these new metas come up. and confirmation of old thesis happen as well. it really does look like buying and holding is the way to go.

[Filthy Martini @martinifilthy]

beautiful bounce right on that trend line

[Filthy Martini @martinifilthy]

imo you go for the leaders here. the issue is leaders can get vamped quickly. especially when 4-5 key people are main characters on socials. they’re smart too, they cross post other social platforms. so your leader is always at risk.

[Filthy Martini @martinifilthy]

@uncnooman what’s their x that’s funny

[Filthy Martini @martinifilthy]

ok shill me memestock pairs. funniest ones only. will ape $50k total.

[Filthy Martini @martinifilthy]

@bobeglz ok, the leader. i'll take that, looks like its primed for a break above 70-75

[Filthy Martini @martinifilthy]

on chain has been absolutely wild the last few days. paired meme / stocks taking all the attention. normal to have a cool off and happy to see us trading above the trend line.

would like to see us hold around here and 0.015-0.016 then bounce. hoping for some news on the 00 or ulys side too as extra validation of this thesis... but the eyeballs are elsewhere for now.

[Filthy Martini @martinifilthy]

probably an unpopular thing to say while hood chain is ripping, but I think the market is currently mispricing a lot of stuff

a big part of these valuations seems to be based on the assumption that a lot of capital and users and activity will eventually find their way to these tokens

this is not gonna happen accross the board

some projects will become genuine magnets for flow and those are probably the ones that end up looking absurdly cheap in hindsight. most others are absolute zeros

at some point the market stops paying for the possibility and starts demanding proof. numbers dont lie.

euphoria can hide that distinction for a while for sure. but once a sharp reset comes everything is put back into perspective

Then the question changes from "imagine if" to "look whats going here"

[Filthy Martini @martinifilthy]

worked for it

[Filthy Martini @martinifilthy]

@Ulys_AI ah, yes, finally

[Filthy Martini @martinifilthy]

while this is not the time to hide in cash this is also the time not to be wasteful.

trenchers keep trenching. if you’re not a bottom feeder don’t venture down there you will get eaten up.

[Filthy Martini @martinifilthy]

none of these social trading apps allow you to limit order which is fucking crazy and also a feature not a bug lol

[Filthy Martini @martinifilthy]

interesting....

[Filthy Martini @martinifilthy]

memestocks baby. wow.