rsfkt1

[Pumponomics @ThePumponomics]

in 2021 i put $450k into palantir at $25.

it dropped to $7. i sat in that drawdown for almost three years. when it finally came back i sold at $36 in nov 2024, relieved to get out with a gain.

two months later it was $200.

i'd love to tell you i didn't care. truth is i deleted it from my watchlist the day i sold so i wouldn't have to watch whatever came next. this was cope/pure self defense.

but it worked. never reentered out of spite, never revenge traded it, never let it follow me into the next decision.

not the first trade i royally screwed up. won't be the last.
the only part you control is leaving clean.

[Matt Van Horn @mvanhorn]

https://t.co/95lFnAyw0e

[Khairallah AL-Awady @eng_khairallah1]

Anthropic engineer:

"You're not supposed to prompt Claude. You're supposed to build a system that prompts itself."

this is one of the best workflows I've seen in a long time

in this video she breaks down exactly how most people are using Claude:

- the 14% you lose to CLAUDE.md before typing a word
- the automation workflows most users don't know exist
- the daily task pipelines that run without touching the keyboard
- the daily workflows Anthropic's own engineers automated first

if you've been using Claude for more than a month and never left the chat window, you've been using one agent when you could be running a team of them

instead of another show tonight, watch this

make sure to bookmark it before it gets lost in your feed

the guide is in the article below

[Ole Lehmann @itsolelehmann]

luckily bookmark rot is an easy problem to fix now

here's how to turn every X bookmark you've ever saved into a second brain your agent has full context on:

1. export your bookmarks. i use twitter-web-exporter (free userscript) or the BookmarkSave extension. you get one file with every bookmark + the full text + the author + the link

2. drop that file into a folder. if you already run an llm wiki / obsidian vault, drop it straight in so your bookmarks join the rest of your knowledge

3. point your agent at the folder (claude code, codex, hermes, whatever you run) and tell it: "read this export and turn every bookmark into its own markdown note with the original link and a couple of topic tags"

that's it, your agent has read all of it.

now you can ask "what have i saved about pricing" or "pull everything i bookmarked on claude code" and it answers across the whole pile

takes maybe 10 minutes

after that they actually get used, and every new bookmark folds into the same brain instead of rotting in a tab you never open again

[🐧 @Pentosh1]

will keep saying this over and over and over

There are 4 outcomes

Big win
Small Win
Small Loss
Big Loss

Your job is just to eliminate #4. You will have good trades, and bad trades. but as long as you eliminate the big losses, the other 3 outcomes will lead to consistent growth over time. Our decisions compound with time.

We will have both ups and downs. That's unavoidable bc we all make mistakes. But the goal is just to have higher lows and higher highs consistently. You might have a 20% win here, and a 5% loss there. Then you move onto the next one. It always comes down to probabilities and just putting ourselves in a position to win.

[Bryan Johnson @bryan_johnson]

Two weeks without mobile internet improved mental health more than antidepressants and reversed roughly 10 years of attentional decline.

Screen time dropped 49% (314 to 161 min/day).

[hoeem @hooeem]

https://t.co/vOafisEG7n

[goodalexander @goodalexander]

Stuff I wish I knew when I was younger:

1. Doing something poorly and consistently is better than doing it in a world class manner occasionally
2. Other people tell you to take risks bc they want to see what happens or have a free option if you win not bc they think it’s a good idea
3. Most people don’t think about you at all. But some people think about you a lot. If someone who is a baller takes an interest in you for no particular reason just run with it. One trick to vastly improve your relationship outcomes is spend time w people who like you (not ppl who ignore you or treat you poorly).
4. Everything in your life you can categorize as 1) addictive 2) enjoyable. And if you do a bunch of non addictive enjoyable things it’s quite likely you’ll be happier. If you stop doing that basket you’ll burn out, predictably
5. It’s a lot easier to deal directly with negative thoughts than it is to deal with the life circumstances generating them and most of the time you can actually deal w the circumstances more effectively if you’re not tilted
6. Most of the economy is a cartel defined by proximity to central banks, the government, and a small elite. The reason “contrarian” ideas work isn’t because they’re good. It’s bc they’re “king made”. It’s decided in advance who is going to win. You need to decide if you’re going to play or not. There is no halfway
7. Being mad about the system being rigged is a waste of time it’s a lot better to just bet on it, or invest with that as an edge bc most people aren’t blackpilled enough.
8. Most studies - especially social science studies have criminally low r sq or poor methodology. Such that most things you read online don’t actually work. At the same time - your own response to things is fairly predictable. So if you find something that works - you can just go back to that - a lot more easily than optimizing something new
9. Life getting worse after 30 is a scam. Actually - it might genuinely get worse for most people. But it doesn’t have to. The people who most loudly tell you what you need to be happy are the least happy people
10. Over time your outcomes are mostly determined by the quality of your network, your investment rate of return and your tax rate. But every once in a while you can do something non linear that can be a home run. It’s best to do non linear things during asset bubbles or when you have a hot hand. It’s not a good idea to do non linear things when there isn’t strong investor appetite for risk taking
11. Your behaviors will tell you stuff you’re not dealing with. If you’re overeating or sleeping poorly it’s probably bc there’s something you haven’t acknowledged or faced or are putting off
12. As you move towards a singularity , accelerating progress or a purported societal shift the predictability decreases - rather than increasing. People are the most certain at maximum acceleration when the very nature of acceleration or complexity suggests they should do the opposite. If AGI is coming start thinking 1 week out not 3 years out

[Larry Cermak @lawmaster]

1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc.

https://t.co/oDYsukFxvF

[rsfkt1 @rsfkt1]

@businessbarista Claude

[thiccy @thiccyth0t]

https://t.co/pDxfCm70rE

[few @fewseethis]

the only reason why you enter a trade is to exit it.

think about it - this is very important! you're only buying something because you think you can at some point sell it at a higher price.

basically, once in a trade you should be looking for reasons to exit the trade - not looking of reassurances, checking on twitter/x if so-and-so confirms your bias, or explaining to yourself how and why you are right. NO!

if you're in a position you should be looking for reasons why you shouldn't be in that position. ask yourself "where am i wrong?" and "what am i not seeing?".

in other words, apply the scientific process to your trading/investing:

1. make an hypothesis
2. look to disprove it
3. if you've disproved it - go back to #1 - if you can't disprove it, assume that #1 is correct and go back to #2

the true scientist NEVER tries to prove his thesis. what you do is you try to disprove it! and having a position is like having an hypothesis - which always comes with an emotional bias.

don't try to be proven right - try to be proven wrong!

-- professor few

[Risk @ryzzqq]

52 Trading Never-Dos: Lessons Every Trader Learns The Hard Way

1) Never oversize. That is when you start becoming irrational. Blowing up while still being right is the fastest way to ruin.

2) Never trade when tired or sleep-deprived. Decision fatigue has ended more traders than liquidation ever could.

3) Never trade without a defined edge. Entering without one is just gambling with extra steps. If you can’t explain your edge in a single sentence, you probably don’t have one.

4) Never enter a position out of boredom. The desire to always be in a trade leads to suboptimal returns. More often than not, doing nothing is the best move.If you find yourself taking trades just to feel busy or because you “haven’t traded in a while,” check yourself. Trading for action leads to sloppy decisions and losses​.There’s no prize for the most trades – only for the most profitable trades. Sometimes the best trade is no trade

5) Never trade after a big loss. Tilt sets in, and you try to win it all back in one bad bet. Trying to recover everything at once is a guaranteed way to lose even more.

6) Never enter a position without an exit plan. Whether it’s a time-based stop, price stop, invalidation, or catalyst-driven exit—define it before you enter. Remember, the last moment of objectivity is before you place the trade​.Once you’re in, it’s much harder to admit you’re wrong, so decide beforehand when to cut the loss.

7) Never marry your bags. The market doesn’t care about your conviction. Cut or be cut.

8) Never trade your PNL—trade the market. Chasing losses or fixating on past wins clouds judgment and distorts execution.

9) Not all views are meant to be traded. The best trade is often no trade. Preserving capital and mental bandwidth for when odds favor you is more important than forcing activity.

10) Never fight the trend. The wave is stronger than you. Adapt or get wiped out.

11) Never try to knife catch without reason. "Cheap" can always get cheaper.

12) Never break your trading rules or deviate from your plan in the heat of the moment.​ Your rules exist for a reason – usually learned from painful experience. The moment you convince yourself “just this once” to ignore a rule (like moving a stop, or doubling down, or trading too big), you open the door to chaos. Discipline is doing the right thing even when it’s hard. As one trading maxim goes, plan the trade and trade the plan.

13) Never fire all your bullets at once.

14) Never trade outside your comfort zone. If a position is too big, you’ll start making fear-based decisions, thinking that market or someone is trying to liquidate you seeing ghosts where none exists. Size your trades proportional to the quality of your sleep at night.

15) Never let ego keep you in a bad trade. Admit when you're wrong—cut, reset, move on.

16) Never underestimate market reflexivity. Strength can always go higher, weakness can always go lower.

17) Never assume liquidity will be there when you need it. The exit door is always smaller than you imagine—liquidity isn’t something you decide, the market does.

18) Never mistake randomness for strategy. Buying because price is going up or shorting because it “feels high” isn’t trading—it’s blind betting. Even with good risk management, you’ll bleed out over time if your entries are based on nothing.

19) Never make the same mistake twice. Trading mistakes are inevitable, repeating them is unacceptable. Never lose the same way twice

20) Never forget to play defense. Being wrong is acceptable, staying wrong is not. Protecting capital always comes first. "Don’t focus on making money; focus on protecting what you have.”

21) Never just focus on offense. Survival > everything. If you don’t bet, you can’t win. If you lose all your chips, you can’t bet.

22) Never fall into lifestyle creep after one big win. The problem starts when you begin forecasting annual income based on a single lucky trade.

23) Never forget to turn defensive after a hot streak. Big losses come after a series of wins when overconfidence sets in. Check your ego—your last big trade means nothing to the market.

24) Never let pride, ego, or overconfidence take over. Always stay humble.|

25) Never trade in situations where you don’t have control. for eg. FOMC events

26) Never get complacent. A strategy that worked in one regime may stop working in another. Trading is a craft that requires continuous self-improvement. Comfort Is Often the Enemy of your PNL. Never assume you know for sure what the market will do. “We have two classes of forecasters: those who don’t know — and those who don’t know that they don’t know.”​ Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death.

27) Never ever average losers after your reasoning has been invalidated

28) Never trade with certainty, trade with conviction.

29) Never assume the market “must” do something, especially based on recent patterns.​The market doesn’t owe you continuity or logic. Just because a market has been rising (or falling) steadily doesn’t mean it can’t abruptly reverse. Avoid words like “surely” or “can’t possibly” in trading. Stay flexible – anything can happen. As a reminder: never say never about market behavior.

30) Never mistake win rate for everything. Maximizing winning trades for the sake of feeling good is a trap. Taking profits too early or avoiding necessary small losses ultimately hurts profitability.

31) Never underestimate discipline, patience, risk control, and execution over alpha generation. Plenty of traders have great alpha flow but don’t know how to use it.Good execution involves choosing not just what and how to trade, but when not to trade. Sometimes the best execution decision is no trade at all if conditions aren’t suitable. Always ask: “Do I have an edge here, or am I flipping coins?” If it’s the latter, save your capital for a better spot.

32) Never fall apart after a big loss or get euphoric after a big win. Emotional resilience is a trader’s strongest asset.

33)Never ignore price action after news. If the market reacts opposite to what you expected, get out. The market is telling you something you don’t see.

34) Never trade on borrowed conviction. If you buy on someone else’s tip, you’ll need them to call your exit too—and when they go silent, you’re stuck. As Livermore said: “Nobody makes big money on what someone else tells him to do.” Hone your own craft, build your own system. If you can’t trust your own decisions, you’re just a pawn in someone else’s trade.

35) Never go against your intuition. If something feels off, it usually is.

36) Never try to Catch Every Move It’s tempting to try to grab every up and down in the market, but that’s a fool’s errand. Always come from the mindset of abundance and not scarcity, markets will still be there and there are ample opportunities in the market to make you whole,
you don’t need to swing at every pitch.

37) Never underestimate the power of failure. Failing early and failing often—while staying in the game—is how you get better.

38) Never hold onto losers when your thesis is invalidated, especially after a massive drop. "I’ve lost too much to sell now" is how you go to zero.

39) Never let "getting back to break even" dictate your decisions. That mindset leads to overtrading and eventually, full liquidation.

40) Never focus only on entries. A trade isn’t over until you’ve exited. Knowing when to cash out is just as important as knowing when to enter.

41) Never ignore the “boring” part (position sizing, stops, risk/reward) – it’s what keeps you in business.Don’t wait for a catastrophic loss to teach you this lesson.

42) Never trade for the adrenaline rush, Trade for the win

43) Never fall into the illusion of strength—it’s often just lagging behind reality.

44) Never stay/enter in a position out of 'HOPE' and wishful thinking

45) Never underestimate risk management. Prioritize protecting capital over chasing profits. "Take care of your losses, and the profits will take care of themselves."

46) Never exit/enter a position recklessly. The same way you scale in, you should scale out—"all in, all out" is a recipe for disaster.

47) Never make a bet you can’t afford to lose. No single trade should ever be big enough to take you out of the game.“The most important advice is to never let a loser get out of hand.” You should be able to be wrong 20 or 30 times in a row and still have capital left​. Never allow a single position to jeopardize your trading career

48) Never trade outside your edge. If it’s not there, sit out. Forcing trades outside your framework is how accounts erode.

49) Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death.

50) Never judge a trade solely by its outcome. Good trades lose money sometimes, and bad trades can get lucky. Focus on execution over results.

51) Never worry about looking stupid or staying in a position because of your public opinion. I have seen many a men die before their time because they were worried about getting publicly ashamed. Cut your losses without hesitation. The market doesn’t care about your pride—neither should you.

52) Never underestimate the power of stepping away. If you’re in a losing streak, liquidate everything and take a break. Mental capital is just as important as financial capital. The key is to break the negative emotional spiral
Once you come back keep your size small and increase exposure only when you gain back your confidence.

These lessons were learned thanks to the books I’ve read, the smart traders I’ve learned from, and the endless mistakes I’ve made along the way.

Trading is lonely. It hurts. It makes you question everything. But if I had to choose again? I’d still take this over everything.

[Zeneca🔮 @Zeneca]

I round tripped 8 figures last cycle. A few things I learned:

- It’s almost always better to sell too early and miss out on gains, then to hold too long and round trip the bag. This is because eventually, almost everything trends to zero, so even your “early sell” is likely going to make you look like a genius in a few months/years

- If you ever take a PnL screenshot of how much you’re up, sell. You don’t have to sell your entire position, but it’s usually an excellent time to at least trim 20-50% of it.

- Most people on this app have absolutely no idea what they’re talking about. Often the loudest and most confident voices know the least, while the quiet and self questioning ones are full of wisdom.

- You can’t borrow conviction. If you buy something because someone else did or told you it was “a hidden gem”, you’re almost guaranteed to fumble the bag. They’ll dump on your head while you’re still anxiously waiting for their next tweet or YouTube video to tell you what to do.

- Stop trying to impress people. This is just good general life advice, but it applies triply so to this space. Wanting to impress your friends and family is one thing, wanted to impress random anons on the internet? Insanity.

- There’s Bitcoin, and then there’s everything else. It took me too long to truly realize this. Yes alts can and will occasionally outperform - sometimes for long stretches of time - but basically everything bleeds to Bitcoin over the long run.

- Most people try to outperform Bitcoin by trading these alts; probably leas than 5% of people can actually accomplish this. It’s like trying to outperform the S&P 500. Most people are better off just buying the index.

- This place has a way of warping your perspective to a level that is literally bordering on mental illness. Many of us refused to sell jpegs of a list of words for $50,000 last cycle because we thought “it’s undervalued”. Many otherwise smart people. You are not immune. Herd mentality is real, it takes *a lot* to swim against the current around here. You should try.

- Extending from that point, try and zoom out and also spend time with non-crypto people. 1 SOL or 0.08 ETH can seem like not significant amounts of money (unit bias is real), but add up how much that is per day or year and think what you could do with that money IRL. Also, most people are thrilled to earn a 10% return on their investments in a YEAR, and rightfully so. That’s a great return, crypto just warps everything.

- Compound interest is mind boggling powerful. You don’t need to find a 100x, you’re usually way better off stringing together a bunch of 2x plays or even compounding at 10-50% a year (do the math, do you have any idea how insane compound interest is at high %s over a bunch of years?)

- Put another way: “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.”

If you found this insightful, all I ask is that you drop a bookmark, share with a friend, and/or subscribe to my newsletter where I share a lot more 🙏

Cheers

[Ben Roy @benroy]

the best trader I know made two trades this cycle:

long SOL from the FTX crash, then full port that into HYPE on the token launch (sold low $20s)

good note to self that the best plays are simple... this person went ~100x and still had a life for 3 years

[plur daddy @plur_daddy]

Selling is the most important skill in crypto. You can get everything else right — meta identification, selecting the fastest horse, early entry, sizing, holding — but if you fail to sell, none of it matters.

So it's beneficial to work on it specifically, it's like a muscle, it will grow if you keep exercising it. There are a lot of anti-selling psyops, at the optimal time of sale there will be a cacophony of voices telling you it's a moronic idea — so that muscle has to be extra strong to push through the resistance.

Something that helps is not punishing yourself for selling early. This was something that held me back significantly in the past. I'd be profoundly angry at myself whenever I sold early, and fixating on how much more I could have made — and then my subconscious fear of that torment would prevent me from selling when I needed to. It was a vicious cycle.

You have to accept you will leave money on the table. It's helpful to view the market from a place of abundance, that there are infinite potential trades, and you don't need to squeeze every last drop from this one, because there will be many more.
You only need to squeeze the best part (the highest R/R part of the trade).

Once you do sell, you should have a very high bar to re-entering the same trade. Usually it's best to leave the scene of the crime. Fixating on making it again in the same ticker is a form of attachment, and attachment in this market is deadly.

[Jason Choi @mrjasonchoi]

How to Get Rich in Crypto (Without Getting Lucky) - Part II

[Thomas @ThomasScovell]

It's been a great first quarter for me at @AlkimiExchange helping grow the community and business. To celebrate the community's journey I'm running a month of giveaways - stADS, $ADS and swag! Come join us on Discord and let's "fix the internet with $ADS" together.

[rsfkt1 @rsfkt1]

Step by step guide on how to #yieldfarmtheinternet with $ADS 🔥🔥🔥

[Thomas @ThomasScovell]

@AlkimiExchange Labs 2.0 is here, enabling anyone to #yieldfarmtheinternet and earn money from every ad displayed - by holding $ADS, LPing, and/or running a validator. Advertisers pay less, publishers earn more, the net is less cluttered...u take a cut!

Here's how to sign-up...

[rsfkt1 @rsfkt1]

Let's fix the internet! A must read thread from @ThomasScovell $ADS

[Thomas @ThomasScovell]

The word COMMUNITY gets bandied about lots in tech and crypto circles.

In reality, what most digital communities are is echo chambers and exit liquidity.

Stick around to hear how @alkimiexchange does it differently & for the launch of the next stage of our community engagement.