🧙‍♂️ Product by day | Degen by night 🧠 Crypto Threads & Alpha Leaks

San Francisco, CA
Nick Ford retweeted
if you bought hunter biden coin at +200b mcap you should be banned from using a blockchain for life
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Nick Ford retweeted
The markets are closed for Labor Day weekend, but Robinhood Chain remains open
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If you still work a traditional job, there’s still hope. You can still make it. > iPhone / PC > 3 Group chats > Track a couple wallets > 3 hours a day Still managed to hit $PUMP, $LIT, $HYPE, $ZEC, $CASHCAT, $PONS. But yes, that means I also missed $AI, $MOO and many others. You don’t need to hit every trade. Just size up conviction when it’s time. The biggest takeaway from this advice is to surround yourself with people smarter than you. Learn from them. Incredibly thankful to many people who were complete strangers, offering 1:1 time with them. Doing this alone means you’re probably wasting time investing in the wrong areas. Going to pay a lot of unnecessary tuition from things people already learned.
Advice for beginners -
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Congrats $CASHCAT holders +50%. To me, Cashcat remains a buy. You open Fomo and the first coin? Cashcat. - Clicks the chart - See chart goes up - Clicks buy Simple as that. Front and center of socialfi.
Taking a position on #1 Robinhood meme, $CASHCAT @ ~$0.13. Looks like it wants new highs.
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Taking a position on #1 Robinhood meme, $CASHCAT @ ~$0.13. Looks like it wants new highs.
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Below is the best advice that has helped me become a better trader. Insane it came from just regular Uber drivers and Plumbers. "General trading principle as we watch meme tokens pump. Within alt cycles, you should crank up risk when the trend first reverses, and begin to gradually protect capital as time passes" - @GiganticRebirth "Why would I allocate money to my second best idea" - @izebel_eth "Recency bias will tell you you’re late because you saw it 10x lower" - @CookerFlips "your biggest risk is being underallocated to the industry you log into every single damn day to talk about since you know its gonna up up again and eventually but not having enough coins because youre a lil bitch" - @DegenSpartan "Sell half on a double and freeroll the rest is prob some of the worst financial advice widely disseminated. You'd be much better off adding on a double, and if you don't understand why you need to think very hard about it until you do" - @zhusu
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+150% $PUMP. Had to do my first TP ~0.0052 Still in this for now. Downloaded Pump app for the first time. Could really see this taking off. Although, I do think Fomo UI/UX is better. Easy to improve though.
+70% $PUMP. No change in the thesis. Buyback and burn just hit $1M DAILY for the first time since April. All of a sudden, nobody owns enough crypto. Vibe shifting.
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You will not round trip this cycle. You will take profits.
You will not round trip this cycle. You will take profits.
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Taiki casually up +$2 million on his $ZEC trade.
$ZEC update ATH break above $750 should create the next leg of FOMO momentum buying to make it go full parabola
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Just looked at Req's biggest trades $MELANIA $10M -> $16M (22 minutes) $TRUMP $2.12M -> $5.98M (4 minutes) $LIBRA $13.8M -> $19.76M (33 minutes) In just 59 minutes across 3 trades, profited +$15.8M Absolute legend.
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It pays to be bullish. $LIT +45% 🤝 $PUMP +110% If you're sidelined right now, here's some thoughts: Crypto is the most reflexive asset class that exists. When it goes up, it goes up fast, and vice versa. Avoid recency bias Don't anchor on what the price "used to be" before this move. Ask where it could be in 2 months. Position accordingly. Avoid the trap "It pumped fast, so it has to dump", $1+ BILLION got liquidated in 24 hours believing that. Don't be the next one. Avoid overtrading Don't try to make up for lost time. Fresh eyes, fresh thesis, fresh charts.
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+70% $PUMP. No change in the thesis. Buyback and burn just hit $1M DAILY for the first time since April. All of a sudden, nobody owns enough crypto. Vibe shifting.
+35%, but continuing to hold. Revenue allocation for $PUMP decreased from 100% -> 50%. In the same time, buyback & burn just hit 3-mo high. The competition with Fomo is healthy. Pumpfun team is heavily leaning into the SocialFi side. Unlock fear is real, but at the same time pumped ~100% during the period. Excited to see what's next.
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Nick Ford retweeted
Real talk If you’re on the wrong side during a big move like this, most of your immediate impulses are gonna suck Greatest hits: 1. Revenge short - Can’t believe I missed this piece of shit scam pumping; it’s up so much it HAS to come down 2. Oversized buy - I will use leverage as a time travel machine to make up for being late 3. TA cope - It has to retest the exact level it broke out from immediately because I watched two whole Babypips videos on 1.5x speed 4. All-or-nothing - My only options are 0%. exposure or 100%, nothing in between exists 5. Deer in headlights - oh geez I guess I should wait for a pullback but no what if the consolidation is the pullback hmm maybe I’ll wait for a range to form but what if that range breaks down do I buy the retest of the breakout or the range reclaim oh man fuck shit what’s Ansem saying 6. Overtrader - I will cement my bloodline on the 5 minute chart; if this next candle is the wrong colour I will either be rich or poor Just chill out, delete your levels, pretend you haven’t looked at the chart in weeks - fresh eyes Then it’s the usual list of simple questions: 1. What signals are firing / what do I think is gonna happen 2. What kind of bet am I making (mean reversion/volatility expansion/new trend/momentum/Blackrock scam etc.) and on what time horizon 3. Where am I wrong 4. Does my position size match the current volatility and align with the shape of my trade idea i.e. points 1-3 FWIW I’m washed but gonna try to jam some spot sub 70k. If it gets accepted below 66-67k (retraces the breakout) then I’ll lose money “Wow it’s up so much what you buy the top?” Then I’ll lose money and look silly on social media. That’s the cost of doing business (at least the first one). Just start LARPing like everyone else and instead of saying “I bought the top” say “I aggressively rebalanced when an ensemble of carefully weighed momentum factor signals fired contemporaneously.”
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Monad team would like for you to believe this is bullish for $MON. Here's what missing, let's break it down. #1 "offered to buy locked MON from certain early investors" - Offered at what price? - Which early investors? Seed? Series A? These have very different cost basis. - These investors have a very different risk profile than say Coinbase ICO participants. #2 "discount reflecting the applicable four-year lock-up" - Tokens bought back aren't removed from supply, they go back to the Foundation. - What's the discount? There's no disclosed structure. Linear? Exponential? #3 "nearly all holders approached declined to participate" - All this tell us is, the discount just wasn't attractive enough. Imagine you're up 100X, someone offers you 50X, you might just take the gamble and roll the dice. I don't hold a strong opinion on Monad's future. This isn't about that. Touting this program's success or "failure" is some weird attempt to improve sentiment while price continues to struggle. To simply put it, it's just noise for now.
Monad Foundation recently completed a liquidity program under which the Foundation offered to buy locked MON from certain early investors in Monad at a discount reflecting the applicable four-year lock-up. Any MON purchased by the Foundation through the liquidity program remains subject to the same lock-up. The program was capped at $60 million in aggregate purchase consideration. Nearly all holders approached declined to participate, and the program has now concluded. Learn more here: monad.xyz/blog/early-investo…
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Final test of the Delta Neutral Nado strategy: Would this wallet qualify for the weekly reward pool or was I going to wake up to the dreaded "not eligible" label? Will happily take my rewards and order up a Mission Burrito. Firmly believe Nado points are still slept on.
Reached Tornado tier (top 3% of all Nado traders) in 3 weeks. Here's what actually worked this week: - 3x'd my volume just to test it - Points scaled almost exactly 3x too, near 1:1 ratio - Delta-neutral strategy, +$111 PnL - Top 200 weekly, +1,000 spots all-time Confirmed: volume > everything else. Starting 27 weeks behind puts me at a massive disadvantage for any other metric. The goal stays simple: 1. Climb the leaderboard 2. Don't lose money doing it 3. Don't get caught / disqualified Rinse and repeat from here.
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Reached Tornado tier (top 3% of all Nado traders) in 3 weeks. Here's what actually worked this week: - 3x'd my volume just to test it - Points scaled almost exactly 3x too, near 1:1 ratio - Delta-neutral strategy, +$111 PnL - Top 200 weekly, +1,000 spots all-time Confirmed: volume > everything else. Starting 27 weeks behind puts me at a massive disadvantage for any other metric. The goal stays simple: 1. Climb the leaderboard 2. Don't lose money doing it 3. Don't get caught / disqualified Rinse and repeat from here.
Completed Week #2 of Delta Neutral Nado strategy. Reached Storm rank, top 10% in just two weeks. To recap Week #1: -$15.34 PnL - Started off with small amount of capital for testing - Climbed into the top ~1,000 weekly - Takeaway: Better to go LONG on Nado, historically more favorable rates. Open/Close positions during AH, less volatile since I'm manually doing it. Week #2: +$38.08 PnL - Increased testing stack by 2X - Profited from DN strategy and recovered losses - Climbed into top ~500 weekly - Takeaway: I'm finding it easy to climb the weekly leaderboard, but after two weeks, my all-time rank is still suffering. (only +500 slots) Week #3 - Will focus on generating more volume, rather than leaving positions open for the entire week. Compare the points earned to see what is more beneficial.
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Just 3-weeks later. $PONS sitting at all time highs. During that time: - Doubled revenue: Increased to +$3.22m - Buyback/Burn 5% of the supply: Total -27% - Reclaims the throne for #1 in volume
People are selling $PONS, who currently is capturing 80% of the Robinhood markets. - Generated $1.3m revenue in just weeks - Completed a buyback/burn 22% of the supply - Trades at a lower valuation than any DeFi project For a launchpad where the founder bundles a token on day one?
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Haven't seen ethereum:0x99991c6aabba5a096f24f250b73580f5179b9999 mentioned once on my timeline. Yet it's up 200% over the past month. Looking at its stats: • Total TVL flat • $cUSD down • stcUSD APY down • Underwritten / borrowed capital flat I checked their Q2 Investor Report: • The only goal they exceeded was the token launch. Everything else was either revised down or marked in progress. • Almost every metric took a hit except for lending, so I drilled deeper into that. Out of $244M in capital and 22 underwriters: • The top 4 make up 87% • Single entity, @Bedrock_DeFi, accounts for 66% of total capital I pivoted to onchain accumulation to see if wallet activity told a different story. Reviewing the data, one address stood out: 0x9699C615B271020db668ddcf5B24BFcDF29D5d47. Starting August 7th, a wallet funded by Upbit accumulated $3.8M worth of ethereum:0x99991c6aabba5a096f24f250b73580f5179b9999 and is continuing to bid. Even when writing this, another ~$100,000. This lines up with news that Upbit listed ethereum:0x99991c6aabba5a096f24f250b73580f5179b9999 across KRW, BTC, and USDT pairs. Pure Korean bid?
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+35%, but continuing to hold. Revenue allocation for $PUMP decreased from 100% -> 50%. In the same time, buyback & burn just hit 3-mo high. The competition with Fomo is healthy. Pumpfun team is heavily leaning into the SocialFi side. Unlock fear is real, but at the same time pumped ~100% during the period. Excited to see what's next.
Took a position in $PUMP at $0.002. Reviewing 2026 YTD metrics, the risk/reward looks bottomed out. I was previously skeptical if memecoin season could make a comeback in the depths of the bear. It's obvious more than ever that capital never left, they just needed a reason. Metrics are great for any company - $356 million annualized revenue - $420 million $PUMP bought back & burn - 15% supply offset from programmatic 50% fee burns Team/Investor supply overhang fears seemed to be calmed. Up 70%+ from the June low. Team continues to add new features - USDC Trading - SocialFi - $100M Liquidity injections into ecosystem - Improving TradingTerminal Send it.
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Completed Week #2 of Delta Neutral Nado strategy. Reached Storm rank, top 10% in just two weeks. To recap Week #1: -$15.34 PnL - Started off with small amount of capital for testing - Climbed into the top ~1,000 weekly - Takeaway: Better to go LONG on Nado, historically more favorable rates. Open/Close positions during AH, less volatile since I'm manually doing it. Week #2: +$38.08 PnL - Increased testing stack by 2X - Profited from DN strategy and recovered losses - Climbed into top ~500 weekly - Takeaway: I'm finding it easy to climb the weekly leaderboard, but after two weeks, my all-time rank is still suffering. (only +500 slots) Week #3 - Will focus on generating more volume, rather than leaving positions open for the entire week. Compare the points earned to see what is more beneficial.
Just 4 days in with a small test position, I've already climbed into the weekly top ~1,000 and hit WIND rank. I ended up -$15 on the delta-neutral strategy due to a mistake when opening the initial positions, lesson learned. Week 2 beings. Time to ramp it up. Firmly believe $INK will be worth your time farming.
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