TriSolanian

Crypto. Just a simple 赌狗

[TriSolanian @TriSolanian]

@alpha_pls Super thread!
@threadreaderapp unroll pls

[Resonance @resonancethis]

wHaT bEaR mArkEt

This thread is an assortment of mental models and frameworks I've developed and relied on throughout the span of my trading career, with some personal anecdotes mixed in.

I will continue to update this thread as I identify new trading maxims w/ time.

[TriSolanian @TriSolanian]

@lightcrypto Heads up man and respect for your honesty. You’re one of the good ones. Have learned a lot about mentality from your podcasts with Su and Cobie. We live to fight another day

[TriSolanian @TriSolanian]

@mrjasonchoi @gametheorizing @theBlockcrunch Really enjoyed this and thank you both for making the time to record this. Sorry if I missed it but did @gametheorizing get around to fully explaining the “scary things” that were unfolding on stocks and fixed income that he was seeing?

[TriSolanian @TriSolanian]

@adamscochran Epic thread. Perhaps too much to ask, but have you got a “best shorts” portfolio as well? Reading into some of your comments it definitely feels like you have a list of “frothy + FDV hell” assets that will likely bleed heavily in a crab/down market

[TriSolanian @TriSolanian]

Imagine any other industry where alpha like this is dropped on twitter. Proud investor in your angellist syndicate @adamscochran and huge props to you for this thread 🙏🙏🙏

[Adam Cochran (adamscochran.eth) @adamscochran]

1/206

As promised, here's my 2022 outperform shopping list and my 2022 thesis.

Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.

[TriSolanian @TriSolanian]

@shaneparrish As a crypto beginner - biggest turning point for me on the journey was discovering @zhusu and @hasufl and every episode of their UCC podcast

[TriSolanian @TriSolanian]

Me whenever mgnr tweets crypto poetry

[TriSolanian @TriSolanian]

Adam chose violence today!!
But seriously, other than as a useful fiat on-ramp as a European resident, Kraken is terrible

[Adam Cochran (adamscochran.eth) @adamscochran]

This will be a pretty solid list of things to counter trade.

Not sure there is any company in this space that has had such a lead and continue to miss every opportunity along the way.

[TriSolanian @TriSolanian]

@vladenhawk @LefterisJP @adamscochran + not going down when markets are moving in big size!

I traded on FTX and Kraken at the same time on one of those days and FTX was light years ahead. Suspect the problems are deep down in the liquidation engine code and not an easy fix.

[TriSolanian @TriSolanian]

Excellent thread from one of the good guys in the space. We appreciate you @CryptoCobain. Sincerely, a n00b who has joined the party this cycle

[Cobie @cobie]

@blknoiz06 95% of these trendy alt L1s will fail to maintain ecosystems & anything that will struggle with funding will disappear — eg Sushi maybe. And all the coins going full ponzinomics for growth purposes will die, like a bunch of the Avax ecosystem. Most NFT roadmaps will be abandoned.

[XSULLO @XSULLO]

This $ETH be like 📉📈

[TriSolanian @TriSolanian]

@Fiskantes Long Live Ethereum

[TriSolanian @TriSolanian]

@FabiusMercurius just consistently drops 🔥content. Thank you for bridging the barrier between us degens and the “sophisticated” insto side

[Ming Zhao @FabiusMercurius]

Where does YIELD in crypto come from?

It's 2021.
😡 $1 in Chase earns 0.05% APY.
😲 1 UST in Anchor earns 20% APY!
🤯 1 UST in a market-neutral fund running 50x levered BTC contango trades earns >300% APY!

How are crypto yields SO DAMN HIGH, and is this sustainable? 🧵.
👇

[TriSolanian @TriSolanian]

@FabiusMercurius 👀 I feel like this thread is custom made for @ZetaMarkets + @Tristan0x Pyth enabled CLOB options platform on Solana attempting to bootstrap initial liquidity via an automated market maker

[TriSolanian @TriSolanian]

@ProjectSerum @ZetaMarkets Love what the Zeta team are doing and are trying to build! Solana performance + Leveraging Serum’s liquidity and composability = super excited to start trading on this platform!

[TriSolanian @TriSolanian]

@ASvanevik