Trade & Learning Journal L/S Crypto & Equities
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If I ever get motion in this space, I want my main message to be that "you need unwavering obedience to your gut as a trader."
The voice will guide you, and after putting in all these hours of constructive practice,
who are you to disobey it?!
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swingsonly retweeted
To all my haters: 😘😘😘😘😘😘😘😘😘
ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 = $1
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There’s risk with every method, but I’m most comfortable only keeping working capital on a CEX.
Money that needs to be deployed soon stays there.
If a spot position needs 2-6 months to play out, it moves to a multisig treasury.
Longer term (years)= cold storage.
Cont.
Cex owners are a bunch of criminals, they don’t care about you at all and cexs are the #1 target for hacks. I would never keep majority of my money in a cex. Also if you do lose your money and it’s their fault they will do everything to not refund you lmao
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swingsonly retweeted
for context
developer.
websites, apps, trading tools, ai stuff. frontreact, vue, typescript, webgl
backend rust/ a little bit of java
Can do e2e work
can do marketing, cmm, etc too.
product/growth lead/advisor crypto related
background in trading and poker
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2/3 profit here.
.3 is the target but we all know how the weekends go in these PvP tokens $ena
It wasn’t looking too hot at one point, but it’s all g.
Taking 1/3 here ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
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swingsonly retweeted
Never ending sell pressure even during the recent rallies
Every day i wake up we are at another "do or die" spot for the bulls.
I've only heard myths of what the bulls are capable of.. Still have yet to see it in action.
One day.
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withdrawals fully suspended on Bitget
would have had high 6 figs trapped in here if bitget hadn't rugged us on their MM program criterion 2 weeks ago
you'd think by now i'd have learned my lesson not to touch these long tail sketchy exchanges
got out by the skin of our teeth on this one
Bitget CEO: $350M Hack Very Likely Linked to North Korea
On September 24, Bitget detected unauthorized transfers from several hot wallets. Bitget CEO Gracie Chen @GracyBitget said the team identified IP addresses whose VPN usage patterns matched those associated with a specific DPRK-linked group, making a North Korea connection “very likely.” She added that the attackers did not obtain private keys for Bitget’s hot, warm or cold wallets, but instead breached the exchange’s internal system and transferred funds directly. Bitget has previously said its user protection fund exceeds $464 million, which it says is sufficient to cover the loss.
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swingsonly retweeted
*surprised Pikachu*
It's rotation season in crypto right now, fundamentals are starting to matter again, tokens are pumping based on their own uncorrelated bull cases. No more varying shades of $BTC or $ETH beta. These type of pear trades are a great way to capture one tokens idiosyncratic catalysts while not being fully exposed to the broader market.
Couldn't really ask for a more bullish backdrop specifically for $AERO here. Massive chain expansion into massive TAM expansion into huge tokenomic upgrade, all with a lot of sideliners.
This is just the test pump on the hint that @aeroxyz will be competing across every chain for the gargantuan pie that is tokenization. I've long thought that the massive improvements in the upcoming Aero upgrade are so multi-faceted and complex that the market would not appropriately price them in until after the update had been live for a few days-weeks.
$AERO bulls are starting to trickle in for the news, but they'll stay for when the flywheel really gets flywheeling. MetaDEX tokens, like $AERO, are some of the most reflexive assets in crypto; nothing runs harder when fundamentals align.
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Wait a minute... ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 zcash:native
Apparently ZAMA lets you shield any erc-20 on its chain and send it anywhere. You can stake both the token and your shielded coins for some pretty decent gains.
Using an arbitrary metric (5% of near MC) as FV, this lands in the 0.2s (seems low if NEAR settles at $10-$15)
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Apparently ZAMA lets you shield any erc-20 on its chain and send it anywhere. You can stake both the token and your shielded coins for some pretty decent gains.
Using an arbitrary metric (5% of near MC) as FV, this lands in the 0.2s (seems low if NEAR settles at $10-$15)
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Technicals: It looks good. I'd want to see proper value be built above 0.5 and some sort of sfp to get long.
Upside is currently fighting the 365dvwap so resistance is expected.
I wouldnt rule out a flush into the mid point if btc misbehaves. (go below for my take on unlocks)
gm @swingsonly what do u think of recent TIA pa + ~18% of supply unlock on october 30?
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Unlocks carry narrative with them its not always bearish: If the network is seeing increased demand for data availability (DA) from rollups and other L2s, the inflation from unlocks is absorbed by the ecosystem's growth.
The key is WHO is unlocking cont.
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Once more into the breach, NFT enjoyooors.
While memes have dominated the spotlight in recent years, the NFT space is also heating up again through no shortage of fresh experiments.
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swingsonly retweeted
Making NFTs gain again — great piece from @wmpeaster
Once more into the breach, NFT enjoyooors.
While memes have dominated the spotlight in recent years, the NFT space is also heating up again through no shortage of fresh experiments.
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bitcoin:native plan remains the same here.
im giving the PA some time to develop though.
The ltf chop is uninspiring and i already took a paper cut for the day.
Flattened my perps book into the overnight session. I'd love to hold, but capital protection comes first and the LFT is looking sleepy.
bitcoin:native
+7d VWAP sits below as possible support. +Failed break above Q1-VAH is a short. +Bullish LIS = 365 VWAP.
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swingsonly retweeted
now showing @hyperliquidx traded volume second by second on mainneat.xyz/perpstape
60 live bars split by taker buys and sells
+ 10s and 60s averages
so here is what you can track on mainneat today:
- @hyperliquidx: perps, spot, hip4, whales, liquidations, volume, flows and wallets
- @pascaldottrade: prediction trades and flow
- @derivexyz: options trades and premium flow
- @ryskfinance: options trades and premium flow
public data, no wallet required, have fun clicking
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