Crypto | Online Poker | BJJ Blue Belt
UK
Joined January 2018
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MoneyRules retweeted
memes are fully over and they are not coming back
volume is trending to zero while token launches are trending up
what we are seeing is a completely unique market unlike anything else in history
an economic experiment
> the 'demand' side costs you money and you only lose
> there is zero barrier to being on the 'supply' side
its one-click to be a 'supplier' and get paid with no risk
tools are increasingly efficient.... you can clone a coin and launch it with fake volume in one click
you can buy hundreds of aged 'real' wallets for dust
all modern terminals do this while avoiding any bubblemaps flags
we are seeing the first market in history with infinite supply that is also trending towards zero demand
because any interest that would previously drive the 'demand' side just turns into the 'supply' side
as being on the supply side is the only logical choice for a potential market participant
its more over than its ever been and memes are not coming back until theres a substantial iteration
they will come back in a new form one day but that day is far away
the next exponential wealth creation meta in crypto will look a lot different
and importantly all the meme-maxi lifers that are still in the trenches will hate that thing and resist it
best course of action for now is avoid the trenches completely
something new is coming
it just wont be memes
and it wont be soon
MoneyRules retweeted
we'll see the rise in idolization of characters that win lotteries. there will be thousands of Kimchis all being clipped to promote a new way to gamble.
click some buttons and win forever.
but there is no winning forever. there's always more and the more you make, the more you can now lose.
think of how many people in this space are defined by how much they once had.
count no man happy until he's dead.
as the season of spawning life changing wealth on our computers continues, i suggest you think seriously about what you'll do if you make a lot.
what will you actually do with your days?
if you can't answer that, it's easy to find another trade while you figure it out. then another. eventually either the number changes or you go bust.
if you want to trade forever, stop trading like you need to make it all tonight.
if your goal is to hit a number and fuck off, you'll probably never leave.
MoneyRules retweeted
being a good trader involves a great deal of luck
whats not "lucky" is placing yourself into spots that have the ability to create you wealth
if you spend time gambling on trash and expect to be successful you will simply not make it
something i like to tell people to think about before they buy something is "can this coin make me filthy rich"
if the answer is no maybe you should re-prioritize what you are buying
the more strong coins you place yourself into the more chances you have to get "lucky" and accumulate wins
MoneyRules retweeted
Pumpfun is the biggest company in the trenches: $2B+ in cash, $4.4B valuation, the most dominant platform onchain this cycle
but their entire product strategy since creating bonding curves is copying whatever works somewhere else.
axiom → pump acquired padre, rebranded it to "terminal"
fomo → pump added social features onto their app and started poaching KOLs
stonk built the memecoin-paired-with-stocks launchpad (after it was already on BNB & RH first) → pump just launched the same thing
every single product expansion has been a reaction, not an innovation. someone else builds it, proves the market, and pump copies it with more resources
and it's not that it doesn't work: padre went from 2% to 10% market share after the acquisition
they have infinite resources, but if you want to win, you need to innovate
pumpfun launched the bonding curve launchpad, that was genuinely innovative and the reason is at $4.4B valuation. everything since has been "someone else proved this works, let's copy it"
with $2B in cash and the best team in crypto, they could be building things nobody's seen before. instead they're building things everyone's already seen, just with a bigger budget, killing indie teams dreams, making enemies with every other player in the game
the trenches need pump to innovate because when the biggest player only copies, the entire space moves slower
the incentive for small teams to build something new gets killed when they know pump will just replicate it the moment it works. why would you build the next fomo if you know pump will copy it in 3 months and outspend you?
this isn't hate, pump is the most important company in the trenches. that's exactly why it matters. when you're the biggest, copying isn't a strategy: it's a ceiling. for you and for everyone else
the trenches deserve better than the same product with a different logo every quarter
(attached chart of the release of memestocks update, which made the chart go down because it was first on BNB, then Robinhood, then Stonks, then Base and pumpfun is the slowest to move)
MoneyRules retweeted
It's so weird that robinhood memes are outperforming solana ones
I don't get it
Pump fun(@Pumpfun) sold another 132,935 $SOL ($13.75M) 9 hours ago.
In total, pump.fun has sold 5,110,924 $SOL($834.3M) at an average price of $163.2.
arkm.com/explorer/entity/pum…
MoneyRules retweeted
Life-changing wisdom from Jez on position sizing, portfolio strategy, and recovering from major drawdowns.
Really improved my ability to size up on high conviction trades and avoid low EV marginal spots.
the biggest trading learning i got from picking up poker was my vpip/burn rate was too high (it still is)
i played too many hands, i bet too often and too much in marginal spots. i leverage traded eth on a coin flip. see the parallel. i think part of what pains me with daily runners/kols is i see a lot of marginal spots being taken/peddled
remove as many marginal spots as you can from your trading and bet the house on what you have rightfully placed conviction in
MoneyRules retweeted
the biggest trading learning i got from picking up poker was my vpip/burn rate was too high (it still is)
i played too many hands, i bet too often and too much in marginal spots. i leverage traded eth on a coin flip. see the parallel. i think part of what pains me with daily runners/kols is i see a lot of marginal spots being taken/peddled
remove as many marginal spots as you can from your trading and bet the house on what you have rightfully placed conviction in
MoneyRules retweeted
oversizing simply #1 biggest leak in everyone’s game by far
this comes from scarcity mindset
because good coins are so rare and you don’t know if you’ll be in this spot again
but the reality is in a shrinking, rotational game new coins are always the biggest threat to old(er) coins
so next time you’re thinking of going all in…
make sure you have a plan, because otherwise you’ll end up selling bottoms everytime
why?
because the only reason you’re selling is to chase something else with higher r/r
but remember that’s also what everyone else is doing
the only way to hit X’s on a coin in this market is to outperform the rest of the orderbook
there is NOT a lot of dumb money left
think about how many lucky breaks you’ve hit to still be here
why is this important?
if you oversize, you are providing X’s to smart money, they hit their win conditions and move on
tldr: calm it down
the other thing that works well is preparing for a trade. almost all my biggest plays recently involved lots of research, or i think about it like “prepwork”
ill write more about prepwork stuff next time
-sent from iPhone 17 Pro Max (Deep Blue, 512GB)
MoneyRules retweeted
Brian Armstrong changed hes profile pic and killed this project
A lot of wallets rotated from Robinhood, sold Cash Cat to buy this only to lose their money
Yet again Base fumbles the chance to acquire users onchain, better keep building their Base app that nobody uses i guess?
MoneyRules retweeted
Last week I came back to the trenches, locked in, here how I sum it up.
Please, share it for awareness. Protect other people.
Whoever follows me for a long time know I'm always talking based on data, and based on what I see while I trench.
The biggest traders (7figs+ at least) I know, all left the low cap game, or buy very selected coins intentionally.
SITTING IN FRONT OF YOUR MEMESCOPE 24/7 ISNT HOW YOU WILL MAKE THE BIG MONEY TODAY (99% of you won't).
The whole memecoin market at low caps is fucked up.
3 reasons :
1 - The traders themselves (Extremly low IQ, very young. They are educated to drill/steal, not to trade)
2 - Hypertokenization, no control on tokens launched (countless features)
3 - Low liquidity onchain. If you combine all of this, you get what you see.
As a result : There is not a single coin flying directly post bonding as we used to see a few months ago.
Why?
1 - Vamps
2 - Bundleslop
3 - Low liquidity market
4 - Low ceilings on coins, drill
5 - Fomo kick in slower, panic higher (Bear effect)
Remember : People who made big money these past 3 month are believers. As I told you a few months ago, these are days we should be back believing in something.
Kolscan leaderboard to prove my point :
210 people in red this month
125 people in green.
(Kolscan leaderboard is known for adding only jeets and quickflippers)
Top 10 made over 100k, 4 holders, 6 drillers (scammers/bundlers etc...)
Top 10 - 47 made low 5 figs, which is lame
Just compare these numbers to bull market
What to do ?
It's simple. Focus on very few plays after you analyze them deeply. (3/day MAX)
Back to Believe/Patience season. I'll try to share good thesis on coins and adapt better. I'm around +10K this week and I'm not happy.
Sincerely,
Latuche
MoneyRules retweeted
Probs a good idea to send coins ur about to sell to a dead wallet or ur gfs wallet or something
Did this with popcat and we went to Northern Norway for a month and it 800x'd during that
Even small amounts can make a change
MoneyRules retweeted
so let's get this straight, @blknoiz06 has airdropped over $10 million dollars worth of $ANSEM
yet the chart is going absolutely parabolic?
we should have a conversation about how projects airdropping tokens in the past wasn't the issue
the issue was they were max extracting
MoneyRules retweeted
MESSAGE TO ALL FORTNITE TRADERS
LEGENDARY, life changing loot is right in front of you here today.
You just need to reach out and grab it.
100x-1000x on legendary OG memes. The chance to change the trajectory of your bloodline forever.
Or you can continue to get dominated by rugs and fucked in the trenches
Pivot now while still can EARLY in this grand shift.
Or get left behind as we leave the old meta that lowered the ceilings of every single memecoin in our space.
