OnlyTicks

-8yr trader. Shitposter for even longer.

[OnlyTicks @OnlyTicks]

@SmallCapSmarts My guy.

As long as there are players in the game, there will always be good players beating bad players.

Edges come and go. Saying all of htb edge is permanently dead is performative.

[OnlyTicks @OnlyTicks]

It's better to shit in the sink that to sink in the shit. Now let that shit sink in.

[smac @0xsmac]

NEW POST (Let The Bubble Wash Over You)

some thoughts on market structure and what the new financial regime looks like including:

> convective weather systems
> the reality of rolling bubbles
> how did we end up here
> what does it mean for the future

link to full piece below

[GRITCULT @GRITCULT]

99% of people i talk to think too small

if youre reading this, statistically, this is you. youre thinking too small. and the worst part is you already know it. you feel it in your chest every time you talk yourself out of something. that quiet voice in the back of your head that knows youre meant for more, and you keep telling it to shut up

youve forgotten how to dream

remember when you were 7? you wanted to be an astronaut. a fighter pilot. the best in the world at whatever you touched. nobody had taught you to shrink yet. then somewhere between then and now, you learned to "be realistic." you learned to want less. you learned to call ambition arrogance and call mediocrity humility

thats the psyop. and you fell for it

napoleon was 5'6, from a backwater island, didnt even speak french properly. crowned himself emperor before 35

alexander wept at 25 because there were no more worlds left to conquer

you think youre being humble. youre being a coward.

wake up

start thinking big again. obscenely big. the kind of big that makes your friends uncomfortable when you say it out loud.

"if your goals dont sound delusional to the average person, theyre too small."

half the work of achieving anything is believing its possible. literally half. the man who believes he can run through the wall has already done more than the man who studies how thick it is.

you dont need a plan first. you dont need permission. you dont need conditions to be perfect. you just need to remember who you were before the world taught you to settle for a life you wouldnt have agreed to as a child.

dream like a child. work like a man. trust god.

[OnlyTicks @OnlyTicks]

Me when someone asks me how the “no stops” strategy is going

[Ryan Wilbourn @WolfRyan]

"Are you still in the trade?"

Me:

[OnlyTicks @OnlyTicks]

you already know your month's pnl is gonna go in the shitter when you catch yourself browsing watches at 5 in the morning

no better indicator than that

fuk

[THE SHORT BEAR @TheShortBear]

Luck has surface area.

The more you try, speak, build, share, prep, review, think, work... the larger the surface luck has to collide with.

Most people don’t succeed because they bat 100%.
They succeed because they take thousands of swings instead of dozens.

Then add the dedication to show up each day and work on prep and review... showing up every day long enough to improve the batting average/odds.

Luck isn’t static.

It compounds around action, repetition, and grit.

The so called market wizards almost all, 95%+ blew up, with multiple years of trial and error before they got lucky.

In that sense, compounding is the universe’s way of scaling luck.

Liftoff takes the most, enormous energy.
Escaping gravity takes continuous focused energy.
But once trajectory and escape velocity are achieved, compounding does much of the heavy lifting with risk systems in place.

The hardest part is surviving long enough to reach that phase. The light at the end of the tunnel, small and dim but there yet.

[sui ☄️ @birdabo]

oh my god.

[OnlyTicks @OnlyTicks]

oh you don't know the half of it. If wanted to screw over members i'd tell them how i enter and where i put my stops. I would then proceed to set my actual orders at where i told them to put their stops.

Liquidity issue solved.

Requires you to be a real killer to actually do something like that though. Too bad i'm only at "asshole" status.

[OnlyTicks @OnlyTicks]

If i was selling a discord subscription and i wanted my members to continue to fail at trading so they could keep paying me, then i would 100% tell them to NOT use the greatest technological revolution the world has ever seen.

Claude is useless guys, cancel your Max plan and buy my course instead to learn how to make dRc’s in 2026.

[OnlyTicks @OnlyTicks]

@DigitalAssetAd_ @TheOneLanceB @smbcapital Schwager called, i declined. Too busy being interviewed for the new “How to not be a sheep” book

[NIK @ns123abc]

>be Elon Musk
>build Colossus 1 in 122 days
>jensen calls it “superhuman”
>train Grok 4, ship it
>move frontier training to Colossus 2
>Colossus 1 now legacy fleet 11% utilization
>$8B of silicon eating itself on the balance sheet
>phone rings
>it’s Anthropic
>the “evil” one
>“hi we need inference capacity for claude”
>“amazon trainium isn’t ready”
>“google tpu allocation capped”
>“can we please lease your old fleet”
>kek
>negotiate them down hard
>no leverage on their side
>$4B/yr, 220k GPUs, full facility
>dario says yes
>cash margin 87% against hoppers at peak
>pledge the lease payments as collateral
>borrow $20B against it
>off-balance-sheet
>deploy capital into Colossus 3 buildout
>train Grok 5 on claude subscription revenue
>they’re also interested in orbital compute
>multi-GW

SpaceXAI WON.

[OnlyTicks @OnlyTicks]

@JimScalpert 😂😂

[Heshie Brody @heshie]

“Mom, how did we get so rich?”

“Your dad was a sex slave for J.P. Morgan”

[OnlyTicks @OnlyTicks]

@RealSimpleAriel What a ledge

[OnlyTicks @OnlyTicks]

@DeludedVision Lol that’s one way to PvE, can’t blame him. Game is game

[Sam Stoffel @sam_stoffel]

my life changed the moment an old mentor told me this:

“stopping your worst habit would change your life way faster than starting your best habit…

fix the leak before filling the bucket.”

[Alix Pasquet @alixpasquet]

Game selection is more important than playing skill. If you are the world’s second worst poker player but the game you select to play is against the world’s worst poker player, you are going to come out ahead. From the outside it looks like two chimpanzees playing poker but one is always coming out ahead.

As the military saying goes: if you find yourself in a fair fight, you have not planned your mission properly. And when you are responsible for other people’s lives or capital it is your duty to fight unfair fights, preferably against morons.