🐧 @Pentosh1

@Biff_Tannen_7 the issue with people like you is you make a coin, your life, a religion. to me its just something to trade. i feel nothing towards solana. i own it and then i sell it. thats it. the coin itself means nothing to me, its one of thousands of tradeable assets, nothing more

I actually flipped bias on solana when it crossed my threshold. This isnt the "gotcha" you think it is since I had zero drawdown. I have a rules based system, i suppose you don't. the results prob speak for themselves. Not only that, traded the sol eco very well. pump from .0071.

there are some really incredible charts forming out there, one I'd like to add to is near:native but not here. I started a position into the move around $3 but not any meaningful size unfortunately, just a starter bag. When this forms a HL will look to get a proper trade on and some targets up.

$ETH I had been hoping to get some adds below the equal lows to start this week, came close but didnt get them which is unfortunate haha. https://t.co/88ztZF3g1E https://t.co/mWHOaBLPw0

Crazy how different all the charts look out there in terms of market structure. Which is actually nice bc it filters out a lot of trades and allows you to be a lot more selective in finding good setups overall on majors. $Eth is another Id like to add to early next week. Feels like after its next rally, whenever that is we will be seeing around 3.2k possibly. Would love to get a sweep lower first if given for those adds

$PUMP back into the buy zone. Think this is a great area to accumulate as previously stated. spot of course for me. https://t.co/HtWB2C1q3s https://t.co/s9yCAXXmeB

You know whats crazy, I've only shared 3 trades on $PUMP ever. 3. Each one was the bottom before at least a 2x, this 3rd one is already +20%. Each time it was hated. I think in general if you wait long enough, good trades often come to you. It's just the patience part. I also have many other bad trades too, but just reviewing the current trades I'm in, and this has had some of the cleanest levels to participate in on reclaims/retests imo

I own the competitor and shared it at 9c With what you are saying. You assume that that 2 man team with little experience on a hit chain will maintain that for multiple years. We’ve seen this lesson many times. I’m not sure that that will be true. We also trade crypto. Where essentially nothing means anything bc it’s mostly all vapor. Btw I’ve only traded pump twice before. Both times hit a multiple. Even with the bad tokenomics or whatever.

My target for $HYPE is $238,855. Which is the distance from the earth to the moon. Bc thats where we should be going if this is what I hope it is. hl coded?

hyperliquid:native re-entry $52.22 now 85.24 and having a fresh breakout after 5 days of consolidation ETF's have been buying, Purr has been buying, and of course the fees have been growing. It does all the hard work, all you have to do is do nothing. https://t.co/Xm3iB7ay5x https://t.co/YTet25zEHw

@satsklepter Lock-in 50k or so gains on zec realized Almost 6k hype sells makes the effective cost of the additional 10k hype 71.80 in terms of risk. Separate from the zec So add that to the hype spot bag for now. I don’t think we trade under that area. But we’ll see

I was just putting in some stink bids before going to bed in hopes there would be a little wipe out overnight literally 5 minutes ago and got a fill on $ZEC and a bit on $HYPE lmao 1000 ZEC at 732 and around 16/25k on hype

in these types of moves, lockout trends, you often aren't going to get that standard pullback and retest. any low time frame wipeouts are typically buys that will often V reverse. hopefully we get a good 4-6 weeks of some nice trends. not a lot of quality to choose from, but there is some decent plays you can sleep in that are liquid, with strong tailwinds. in general looking more at quality then quantity. as has been the play all year. focus will remain low amount of trades, in quality picks. No plans to add anything new at this time to the existing trades. Will continue to trade eth, hype, pump. $Eth has been the strongest mover for majors. $pump would like to see consolidate, and jump back in. $hype I think will make new ath's and looking to add more on dips.

That's over a 2x+ on $PUMP from op + a scalp from the .028-3 area originally last week. Around .04 the ico price, I assume is going to be a trickier spot so it could get a bit more sluggish. So I'm going to close out this thread/trade entirely and look for another setup or another trade entirely. This will be something I likely trade a few times moving forward since I think the overall asset selection we have to trade leaves a lot to be desired.

$PUMP coming into a logical spot to start trimming soon, and reload on a pullback from .0028-.003 However the ICO price is likely the stickiest place as there will be some people/ vc's with monthly unlocks that want out around there. Very nice trend off the lows so far https://t.co/wwsAvk3wGm https://t.co/LYH3XWZVG7

Current alt trades updates (outside of majors) eth + sol $PUMP .001701 current .002530. 50%, coming into some resistance soon. Worth trimming. I assume once we cross the .003 range we'll start to see some heavier selling any time we approach ico price as some of those investors want to get out at break even and some unlocks will be sold there that haven't been yet. $HYPE 52.20 current 56.81. Would like to get a good position on if we see 48-52 again. Eth and Sol also never traded under entries either thus far. Although Sol Ill be out of pretty quick here. Have had nearly a 100% hit rate all year on crypto although a small sample size. mostly by doing nothing and taking a few strategic longs. For example the big prev hype rally. And staying out of the way of the big down trends.

ai is once again sending to the heavens lmao. Sold my $aaoi though. thats a huge move from last weeks lows in just a week. 75% in 7 days, and a bit of earnings front running. https://t.co/93BpIKnwDQ

only crypto changes for me is the following: bought some $sol, not a lot at 73.58 this am and $hype at an average of 52.23. $PUMP is unchanged If Sol passes these proposals I'll likely sell into that so its short term for me, honestly feels like it will be like eth from last cycle imo in terms of performance. HYPE I bought back some of what I had previously sold. Not all yet, just due to the uncertainty of KYC stuff. But 48-52 is a good spot, especially with aqav2 beginning this month.

@realfeaq laugh at me all you want fren, IREN is trading at the same pirce it was a year ago. I'm up a very good amount on my NBIS buys. I'm here to make money personally, idk about you.

Wow $NBIS 30% today. This has been a very volatile ride since I originally bought at 166 lmao. We have seen it go +40% from entry last week, into a -10% loss and then up 30% today. I shaved 20% off at 194 and will look to re-buy that and lower the effective cost a bit more. Normally I would have sold a big win like that early. I'm going to consider myself a bit lucky here with the amount of vol. It was quite painful seeing those swings and just sitting there watching that PNL go all over the place. I will continue to trade around the core, bc I do think this is a great long term bet so not willing to fully exit, and bc I still really liked the entry.

$ETH still the strongest major, if 1700's come again next month, it could be a good spot to double down. Something to hunt for the next couple weeks. Short term upside may be the low 2000's. Pre-mid terms my expectations are a bit of chop. That is the general range Im working with currently

@philxnft i bought eth in 1700's, pump 1701 lol. i just dont like the upside of crypto and think its going to be crap. its not really that incredibly attractive at all imo. sol is goign to do what a 2-3x this cycle?

This doesn't really say much bc of notional exposure isnt really terrible by any means. So there is no real context in terms of what % is deployed or overall drawdown. But I talk about defense often. and I live by that. I would never put myself in a position where something could materially negatively impact me or the future. That is a big reason why I also have a family office now where the focus isn't on having beta to the market. I always always always keep a big portion in box spreads, and in general non correlated assets/fund mangers that are non directional like Qube, Statar, special credit etc like Chicago atlantic, etc. This helps smooth out the path of returns and reduce overall volatility. I also have never once flexed a + pnl in terms of the exact dollar amount im up or down on a trade. But I dont mind sharing the loss porn. We all have it. Its unavoidable and none of us are perfect Im blessed to be in a position to have days like this. Obviously I bought quite a bit on July 17th after waiting 6 weeks to grab thos entries on NBIS, sndk, ewy, and AAOI with the plan of only selling SNDK and EWY which I did at least sell those two on the rally. NBIS I doubled the position. AAOI is now at a loss, NBIS is back to where I originally bought but now at a loss after the add. This also includes BB which that position is almost entirely de-risked or risk free which we traded quite well. I don't expect v reversals either, but i do think a lot of these are attractive entry points, and we grabbed them. 40-60% down, and did that with patience. There are a lot of people who rode those down. Things of course can get worse. We can also always have a big time aspect of chop on these. But I think overall, the risk management, and timing has been incredibly strong and consistent. If made further changes, I'll be sure to share them but wanted to share this. This also doesnt reflect realized gains for the month. But just wanted to share on a day that isnt so great.

I think i did quite well. Of course having nbis bounce 40% in a week and not taking profit sucks but I do like the value here. I sold sndk /ewy and derisked those while keeping NBIS / AAOI. So that offsets a good amount of this. NBIS is right where i bought, AAOI at a loss. I got to buy these 50% from there highs. avoided the crypto drawdown. The box spreads, are doing box spread things. They get a little more than the risk free rate. My family office stuff is doing really well, Qube is doing 30%+ a year, Statar also doing great. I have talked about these a number of times. Hows your family office doing?

@wockjones @bubbleboi :) i already sold that one, as said here. was only playing sndk for a bounce https://t.co/Sk8zUY46hg