smoothie

a slightly leveraged beverage

[smoothie @smoothietrade]

Don’t say I never told ya

[smoothie @smoothietrades]

my fomo account does most of my talking these days, but here is a quick summary of my top onchain positions:

$CARDS - prob one of my highest conviction spots atm, was waiting to load up much more but seems like it's taking off... the very rare narrative meets fundamentals type of play

$AI - one of the Chosen Coins of this cycle, been enjoying the opportunity to bid this washout

$RKST - spacefi onchain, takes private space deals across many forms and accrues value back to the token through buybacks, etc... insane moonshot (literally) project on the brink of its first set of catalysts

$ORBIO - "inference capital markets" narrative alone sells itself, monitoring data closely if this starts to see real adoption it's billions

[smoothie @smoothietrade]

Otw

[smoothie @smoothietrade]

Guess

[smoothie @smoothietrade]

Pretty solid

[smoothie @smoothietrades]

this is categorically wrong and i am seeing a lot of similar misunderstandings so i will try my hand at clearing the air

AI/NVDA having deep liquidity has nothing to do with the success of SHROOM, these launchpads like LONG and PONS only continue to create even more liquidity fragmentation which is exactly where SHROOM thrives, i.e. SHROOM will grow more routes to monetize and compound on as more launches happen on LONG, etc.

it's like saying that one really big parking garage makes roads irrelevant

the base case for SHROOM is that it continues to grow as the market maker across tokenized equities, compounding fees (1) back into LP depth and (2) into SHROOM buybacks, targeting volatility (monetizing arb opportunities) + cross-asset flows (including inserting themselves into fomo paths which they are actively prioritizing)... you are longing tokenized equities flows vs. just TVL growth in one specific pair (AI/NVDA)

the real bull cases comes into play when you consider things like the longtail of stock tokens outside of the top ~10 that are underserviced (20% slippage on a $1,000 trade) which SHROOM will continue to expand and compound into, with the moonshot kicker being true adoption of direct cross-equity flows

anyways this continues to be one of the more interesting defi experiments of this cycle and i'm keen to see how tokenized equities further evolve through this meta

[smoothie @smoothietrade]

Easy bag

[smoothie @smoothietrades]

if you believe that tokenized equities are this cycle's darling play, $SHROOM is one of the purest ways to be long

concept is shared liquidity layer / interop for all stocks on RH chain via $SHROOM as a common asset, i.e. it monetizes flows which feeds flywheel to grow pools which in turn attract more flows

more volume > more fees > more liquidity > more volume

launched by berachain dev and defi veteran @0xcarnation yesterday and is already up to nearly $7m in 24 hr stock-paired volume across 22 pools with $1m in liquidity (and growing)

[smoothie @smoothietrade]

Type shit

[smoothie @smoothietrades]

we call this the reverse MEV sandwich

[smoothie @smoothietrade]

Gm

[smoothie @smoothietrades]

gm

[smoothie @smoothietrade]

I’m blessed 🙏

[Lyxii @0xLyxii]

Can't lie, I'm extremely proud of today.

I've been working every day to become a better trader and today everything came together.

+279 SOL.

My best day ever.

Still a long way to go.

[smoothie @smoothietrade]

+356 SOL not a bad month

[Lyxii @0xLyxii]

Started the month rough.

But we're slowly turning it around.

+356 SOL so far.

[smoothie @smoothietrade]

Why always me? +106 SOL 🚀

[Lyxii @0xLyxii]

106 SOL today.

Good plays.
Good execution.

That's what I like to see.

[smoothie @smoothietrade]

+81 SOL Bitch I’m HIM 💯

[Lyxii @0xLyxii]

the prettiest girl

with the prettiest pnl.

it matches.

[smoothie @smoothietrade]

Brick by brick 🧱

[Lyxii @0xLyxii]

Green days don't happen by luck.

They come from showing up every day.

[smoothie @smoothietrade]

+51 SOL LFG!

[Lyxii @0xLyxii]

Conviction paid.

[smoothie @smoothietrade]

Lemon squeezy

[Lyxii @0xLyxii]

This tweet made me +40 SOL.@gajria

Much appreciated.

[smoothie @smoothietrade]

Consistency 💯

[Lyxii @0xLyxii]

Used to think trading was about finding the next mooner.

Now I know it's about consistency.

+43 SOL after calling it at 200k.

Back to work tomorrow.

[smoothie @smoothietrade]

Pretty solid month

[Lyxii @0xLyxii]

+36K this month.

The start of the month was much easier.
The ending was tougher, but I kept pushing.

I'm happy with the result, especially in a bear market like this.

Bigger things are coming.

Stay tuned.

How did your month go?

[smoothie @smoothietrade]

Stacking 💰

[Lyxii @0xLyxii]

Crazy that I'm making this much in a market like this.
Imagine what's possible when the real bull market returns.
I keep improving every day.

No excuses.
No quitting.
My goal is $1M.

I'll get there.

What's yours?

[smoothie @smoothietrade]

Easy

[Lyxii @0xLyxii]

Everyone's arguing about the GOAT.

I'm just stacking SOL.

+30 today.

[smoothie @smoothietrade]

LFG 🚀

[Lyxii @0xLyxii]

+51 SOL today.

To everyone still grinding with a small account:

Keep going.

One good trade can change everything.

See you tomorrow.

[smoothie @smoothietrade]

Not a bad start

[Lyxii @0xLyxii]

50 SOL. Start

99.37 SOL. Now

see you tomorrow for day 2