I’ll save my thoughts on robotics for twitter over the coming days.

What are the most exciting narratives?

$MPLX (300 mil ATH) - a more technical platform for launching tokens or different program types on solana

$BAGWORK (53 mil ATH) - biggest CCM streamers so far, got 100k off pumpfun to watch the canelo fight and gaining serious traction

$KIND (40 mil ATH) - CCM coin which uses the fees to donate to charity

$STREAMER (40 mil ATH) - CCM coin which used the fees to donate to large streamers

$IRYNA (32 mil ATH) - justice coin for the death of Iryna

$CHARLIE (16 mil ATH) - justice coin for the death of Charlie Kirk

$MIRROR (15 mil ATH) - official token for the black mirror series, I don’t normally share base plays but this was cool

$FTP (12 mil ATH) - CCM coin for feeding homeless people with the fees

$MURICA (11 mil ATH) - bonk wldfi usd1 coin

$PICKLE (11 mil ATH) - coin where the fees went to buying cards of Ben Johns (Lebrun of pickleball), pushed hard by uber

$BUNCOIN (10 mil ATH) - CCM streamer and league of legends YouTuber

$ICM (10 mil ATH) - ICM focused incubator supporting launchcoin and meteora

$STREAM (8 mil ATH) - creator toolkit for CCM streams

$EXO (8 mil ATH) - options protocol launched on metaplex

$ZDLT (7 mil ATH) - new defi protocol focusing on funding rates, being called the ethena of Solana by kols

$SHAFT (6 mil ATH) - marketplace/job board for AI related tasks

$CLIP (6 mil ATH) CCM coin for clippping streams

$AEROSPACE (4 mil ATH) - 16 year old dev launched prediction market talked about by John Wang

Still quite a few I’m missing, there’s been many runners the past 10 days.

Where do I see markets tomorrow (majors & onchain)?

We’re sitting at a spot with macro that unless a black swan comes, the next 1-3 months feel so guaranteed for liquidity injections that we’ll continue to trend in a range on BTC even if we don’t get rate cuts.

Based on PA going into FOMC and how stable price has been, it’s demonstrating no participants are willing to risk off in a sizeable amount. Yes BTC is lagging compared to traditional markets, except that’s as a result from the volatility with positioning pre Jackson hole.

My spidey senses say there’s a significant amount of traders offside and with confirmed rate cuts we’re going to see a fast run to 120k+ on BTC. Even if we are to get no rate cuts (2% odds), as long as it’s not a black swan type speech, I wouldn’t expect BTC to drop below 108k still.

FARTCOIN/SOL chart was for a long time our canary in the coal mines to understand onchains overall strength. Fartcoin has proven to be considerable weak for the past 2 months and I don’t see it as the best signal to watch for anymore.

My new pairing is the DOGE/SOL chart. Quite a strange pair yes, although I see Doge as on par with XRP in terms of “retail” and froth of markets. Every time we see a spike up in the pairing has generally signal extremely risk in our favourite casino.

Doge has been strong considering its 40 bil mcap and almost doubling in the past 3 months. I’d like to see the Doge/SOL chart break past 0.37 (mcap ratio) as it’s been in a constant downtrend since Trump coin. If this were to bottom out I think it would be one of the best signals that money is trickling to low caps again.

The Fartcoin/SOL pairing consistently bounced off resistance several times and was never able to break into new highs. This is why we haven’t seen memes break past the 50 mil curse very often as the leaders aren’t outperforming Sol.

Something to note is Polymarket is looking into exploring a token, where their mcap would likely be 10B+ based off what I’m reading, wouldn’t make sense for this to be valued higher than Pump though. If so then I’d expect prediction markets to steal spotlight for at least 1-3 weeks until we move to the next shiny object. This is probably why Pcule has been moving up silently and also Flipr (kalshi bot) getting fud attacks.

As I’ve mentioned before, the back drop for onchain to perform couldn’t be in a better position. There’s enough stablecoins in our industry to send the total mcap 3x higher. All we’re missing is eyeballs and animal spirits for a AI style tech narrative (robotics starting to make sense isn’t it?).

Even if we do enter “easy mode”, rotations are significantly sped up compared to 1 year ago. If we do have a AI style szn, yes there will be prolonged uptrends, except unless you’re in the fastest horse, your bags will get rotated (raped) extremely quickly. Prediction, ICM, CARDS, CCM etc have all shown how fast charts get hitlered as soon as there’s lack of interest.

Owed you guys a longer one for my lack of posting. Looking forward to the next week and lots of opportunities for the hungry.

The fastest horse is the fastest horse

https://x.com/Cryptotrissy/status/1967890490847863097

Ever since I stepped away for a few days last week it’s been incredibly hard to regain motivation to write and trade again.

Environment plays a massive role and if you want to reach peak productivity, one of the best things you can do is isolate yourself for a 1-3 month period where all you do is work and train (I went solo for up to 4-5 months once but you start going a bit insane past 2/3 months from experience).

My irl is too fun atm and quality of life outside of crypto couldn’t really get any higher, so when I step away it makes me realize how hard I’m working and feels more uncomfortable trying to start my engine again.

I also believe your profitability plays a massive role in your interest levels. At some point you will have to lose and that’s where the discipline kicks in.

Being in crypto 24/7 gives you infinite conflicting thoughts which is what slowly wears down those who are undisciplined imo.

⁃ Am I spending the best years of my life behind a screen (my 20s)?

⁃ Why am I deteriorating my health so much when I’m not profiting?

⁃ I’ve sat in my room for a week straight and felt like I’ve made 0 progress

⁃ My family and friends think I’ve got some form of mental illness with how addiction I am online

I’ve realized I go through 3 months cycles. 1st month is generally pretty uninterested and recovering from burnout. 2nd month is ramping up my read on the market and execution. 3rd month is maxing my screen time and trying to be active 12+ hours a day.

Unfortunately I think I approached the end of my 3rd month last week. Every time I open my computer now, I get a feeling of disgust and it’s hard to become excited about new projects or digging deeper into their products.

It’s really painful knowing your coming to the end of a hot streak, this space has conditioned our minds to always be “locked in”, but reality is, there is very few who can be terminally online and perform at the same level year round.

The most dangerous habit is to push past your burn out as that’s where revenge trading/poor decisions are increased, since you’re angry at yourself for not performing the way you’d have liked to.

Luckily I’ve built a very strong protocol around my energy cycles so I know what phase I’m in. As a trader, I believe this is an extremely underrated skillset as this game is about understanding your own psyche more than anything.

Now that I know I’m on the tail end of a hot streak, my read and decisiveness with execution won’t be as pin point. Chasing daily runners consistently will be -ev for my port and mindset.

This is now the best time for myself to go deeper into researching and find topics which spark my imagination again (this is how I came across robotics last time). When you’re burnt out, the goal is to keep reading or watching things which excite you, getting that dopamine back in your brain to chase the things you enjoy.

Experiment with different sectors, markets, assets, traders etc. Read as much as possible and let yourself go down random rabbit holes, even if they feel pointless. You’re essentially retraining curiosity which is vital when scanning for new plays, otherwise you’ll miss small details which would of been highly profitable.

The key is not to sprint as soon as you get that first gust of wind. You want to remain in a state where your brain is active enough to the point where if markets get extremely hot overnight, you can switch yourself back into trench demon mode.

Based off what we’ve seen the last 6 months, you’re better off picking points of personal strength/energy and playing what the market has to offer from experience, as metas typically don’t last longer than a week.

I’ve found writing to be very crucial (as much as I cbf to do it) because if you’re not trading as actively, you aren’t making any new progressions. Writing and posting my ideas gives me a dopamine kick that I’m still building and working towards something important, giving me a goal to aim for, day by day.

Remember, water is safest when it flows. So are you. Never stay still.

Robotics is the next narrative, don't get caught playing the wrong game

https://x.com/Cryptotrissy/status/1968616713630757079

Spent a good portion of this week fully offline.

Feeling much better as I found myself getting incredibly angry throughout my day to day, leading to losses and just overall shitter quality of life and mood throughout the day.

When I enter these overly emotional states, I’m very glad for all the writing I do as when I go to make irrational decisions I can look back on my writing and realize what I’m doing is not apart of my thesis and I’m purely acting out of short term emotions.

Making the decision to completely tap out feels like suicide for those who are active everyday and always looking for the next trade.

Thankfully, I read a ton of books like market wizards many years ago when I first entered the space. A commonality you see with some of the best traders in the world is they’ll have off periods where nothing works.

They’re running backwards and even putting their funds net worth in very dangerous positions. Usually this signals a break is much needed and the best traders like Druckenmiller would go on 6 month long vacations where they don’t look at a single piece of market data.

Something I always try to reflect on is what are my goals in life? If my goals were to be the #1 trader in the world and stop at nothing to do so, then maybe taking time off or my systems approach to it wouldn’t be sufficient to become the best of the best.

Except it’s not. I’m not obsessed on the idea with becoming #1 in the world at anything, to do so means you’re going to miss out on 99% of life other qualities in an attempt to have legacy which to myself feels kinda pointless.

You’re sacrificing the one chance you get on this earth so people talk about you more? Idk why someone would choose that over being present and enjoying what life has to offer.

Make no mistake, this isn’t an attempt to suppress the idea of over achieving. I still want to be 8/9 figs and there’s nothing that comes close to the mental stimulation of chasing it.

Although killing yourself over trying to climb a specific leaderboard against others feels like an ego trip.

I’ve seen mountains of success come and go several times while still being very young. I have 0 regrets for anything I’ve done but one mental change I wish I could have gone back and made was not being so fixated on a specific outcome.

Throughout my endeavours, everything always felt like “life or death” if I don’t hit xyz variable. I’m not trying to push the “journey over destination” mindset, more so being more present in the quality of your work and not getting so tied down by future ideologies.

Everyone wants to “get famous” or “get rich”. The thing you should be aiming for is enjoying your craft so much that money or fame is simply a by product.

I can’t write 45 minute long articles purely because I want to get clout on CT. It’s out of passion and excitement for seeing an industry or topic which could revolutionize the world. As a result, others become inclined to listen to what I have to say since I’m operating from a place of interest, not outcome (Kaito slop yappers).

Even though trading is a results driven discipline and outcome is extremely important, you can still find a way to fall in love with the process. The times I feel with the most peace of mind is when I’m in my flow state and grinding 12+ hours a day.

Because I know I’m performing at optimal capacity and putting myself in the position to change my life and the others around me. As a man, deep down I don’t think there’s a better feeling than knowing you’re giving your all to provide a stable foundation for the future of those around you. Granted you don’t destroy yourself in the process.

From experience, you’ll need to sell your soul for the first 3-5 years to enter that top 1% (without having crazy luck). From there it’s a matter of fine tuning your holes and understanding what system works best for you as you should have tried most methods and had several key failures to reflect upon. This applies to most fields in life.

The method in which you achieve success and the process you took will reflect in how you maintain and scale it. Did you become rich through several years of tedious grinding and self work or catch Trump coin at 1 bil?

I’m in a much better headspace and clearer focus on where my time should be spent once I switch on again. Not going to rush it but I’d say by sometime this week I’ll be ready to come off the bench and do what I do best again.

I spent the majority of my teenage years constantly pondering the nature of our existence, going down endless rabbit holes, deep diving physics/quantum computing, trying to understand the formula which makes up consciousness, emotions and whatever is on the other side of the cosmic microwave background.

Parts of me really miss this toddler like curiosity I had for why our universe exists and the deep state monetary transfer of capital depreciation

Often these thoughts accompanied by the use of psychedelics to unlock even more external thinking.

In the moment, these concepts felt extremely important to understanding my reality of existence, knowing how money really powers the world, what’s visible and what’s invisible. Which is why I was drawn to the cyberpunk ideology of crypto at such a young age.

Although as the internet accelerated at an alarming pace post covid, many of these ideologies and interests seem to fade.

My endeavours in ethical hacking and scouring deep parts of the internet to find random bits of information left once I started to see success more.

The reason I miss this weird cyberpunk esque curiosity is that it gave me a sense of purpose, like an endless riddle which never ended. At any given moment there was four completely different topics running through my mind in parallel, often trying to connect different disciplines together and look for correlations in both IQ and EQ related fields.

Understanding entropy in physics made me think about capital flows, how systems decay unless new energy is injected. The same logic applied to markets or even relationships. These kinds of cross discipline marriages became my way of finding edge in reality.

As I’ve become more efficient in finding results financially, it’s like my brain has switched off from many of these thoughts and conserves my energy purely for finding outcomes and conserving energy the rest of the time.

It’s become clear that as I get closer to being unc status (25), each year has been a noticeable decline in the raw IQ horsepower I obtain. Processing speed peaks at 18-20, working memory around mid 20s, after which raw reaction tends to decline.

Trait curiosity (baseline curiosity toward novelty) generally declines with age, early 20s tends to hold the highest levels of openness/existential curiosity.

Individuals who maintain curiosity into later adulthood often show better memory, cognitive flexibility and lower risk of mental decline. Maybe curiosity doesn’t disappear so much as it evolves, the riddle changes form.

The idea of tying strong philosophical concepts with results has always felt natural to me. Most are focused on one or the other but you rarely see someone able to do both fluently. When they do it’s like reading music. Philosophy is the compass, execution is the vehicle.

This post might not make much sense now, however it will soon (cyberpsycho arc).

This post might not make much sense now, however it will soon (cyberpsycho arc).

I'm back.

https://x.com/Cryptotrissy/status/1973328703334596632

It’s funny because if i saw this post 2 months ago when i was on a hot streak I would have thought it was a dumb take while riding high off wins.

Which is why I enjoy journalling in this channel so much as I get to constantly reflect on my different emotional takes and bias towards my approach.

I’ve always had an extremely stubborn personality, although when I do see enough data, evidence or emotions that my thinking was wrong, I’m very quick to turn the corner.

This recent break has probably been the most enjoyable and stress free one I’ve taken out of the last 3-4 times since going full time with trading a little over a year ago.

Even though I’ve stopped myself from trading in previous breaks, I’ve found it extremely difficult to get crypto out of my mind and it felt like a toxic ex which I can't stop thinking about.

Typically, I’ll still be checking dexscreener 100 times a day and opening the same charts on repeat. Meaning my brain is never really switching off, not allowing me to come back with a refreshed view on the market.

This time round I had multiple days where I almost forgot our casino existed.

Quite the upgrade considering the mental torture i use to put myself through 6 months ago. While I advocate to enjoy your time off, it’s easy to get lost in it and I can see why so many people get scared to take their foot off the gas.

Stopping and starting a train takes a significant amount of energy, sometimes so much to get it moving again it almost feels like you’ll never get it to your previous speed. Although in the grand scheme of things, the quality of your work over a long term time horizon is significantly more important than how many of those days you show up.

Moving forward my focus really wants to be on the output levels of each individual day instead of being proud of having 90 hours screen time at the end of the week.

More deep research, more writing, more actually learning about the mechanisms behind new events or innovations popping up.

When I’m just being online for the sake of it and "monitoring" everything, it really doesn’t feel like I’m upgrading my brain in any way other than constantly feeding my intuition (which is very important but i think you get the point).

The plan is to be much more purposeful with my time and going back to grassroots fundamentals/first principles of why certain things exist.

Markets clearly showing new pairs aren’t being rewarded and for sometime now. It’s been quite refreshing to see the large movers being structurally sound narratives and products which have a strong impact of how we progress forward.

I have to agree with threadguy on the fact that there really isn’t a better use of your time than finding topics you’re interested in on Twitter and posting like a madman. The upside potential and network effects of providing quality information is second to none and a couple good tweets can genuinely change your life.

So I’m going to be less focused on trading itself and more on providing quality content/thoughts for at least the next month.

Also took a piece of my own advice and going to be isolating myself so i can purely focus on my own work and training with zero distractions. Feels like a big weight lifted off my chest knowing I’ve got no one else to be responsible for and would highly recommend it if you're trying to reach peak levels of lock in.

Overall feeling in a much better place than I was 2-3 weeks ago, looking forward to expressing gratitude each and every day for being in the best industry on earth and always hunting for the next opportunity.

Glad to be back and time to scroll through 100k messages in the gc’s.

Guess the coin

https://x.com/Cryptotrissy/status/1973639816337084541

Twitter vs Telegram Channel

I’ve seen this topic pop up quite a bit recently and always see people debating the idea of starting a telegram channel.

Even for myself, I’ve done both fluently for 10 months now and still to this day have internal battles over where and how much time I should be spending on each.

This is what my personal experience has been like and I haven’t really seen someone who does both articulate the pro’s and con’s, along with the personality styles you typically see.

Also appreciate the shoutout y22, thought my channel got botted when everyone joined lol. Always been a fan of your writing and how openly you share your emotional states when taking trades. It’s easy to stigmatize traders who are 7/8+ figs and think they don’t suffer the same emotions as everyone else just because they’ve “made it”.

Majority with an audience try not to show the negative emotions they experience as they think it’ll devalue their image and perceive them as bad traders or coping from losses. I believe it builds a stronger connection with your audience as they see you’re human and still learning like everyone else, granted you don’t excessively crash out. Reason being why I try to share my emotion states as much as possible.

I’m sure most of you are already in there but I’d recommend following his journal and trading challenges as he's a very systematic trader. Also used him as a good example for why you might want to create a telegram channel over posting on twitter.

https://x.com/Cryptotrissy/status/1973738836770316439

https://news.1rj.ru/str/y22_trades

Back in May I wrote a short thesis for why the convergence of local models and cloud simulations will be so critical for the success of operators.

This might not seem like an overly flashy narrative, except it’s one of the most crucial steps in progressing open source robotics innovation.

Companies like OpenAI were leaving clues if you dug deep enough on the general direction operators and VLA’s were taking.

This was a big reason why I was able to have so much conviction on Codec’s architecture, even while the narrative and product seemed very early and unclear to most.

I’ve spelt out some of the different progressions being made with the SDK, if you read between the lines it’ll be quite obvious for what’s coming next.

https://x.com/Cryptotrissy/status/1974042201886707859

Study working for your bags

https://x.com/Cryptotrissy/status/1974414854154006558

Daily Trading Journal - October 4th, 2025

How do I feel about markets today (majors & onchain)?

Been a minute since I’ve done one of these due to my short break, nonetheless we progress.

I think there’s quite an interesting picture evolving with macro that I won’t be able to fully explain in this write up. I’ll probably do an in depth follow up post on my specific views for what I’m seeing.

Tl;dr is jobs are declining fast with unemployment rising as AI and robotics become more efficient. At the same time global liquidity injections are hitting ATH’s. The result is more people losing jobs while the cost of goods and services keeps climbing, the lower class is getting fucked from every angle.

The quantitive easing is only funneling more back to the rich. Along with this I don’t see a catalyst which will spark jobs increasing with the rate of efficiency AI + robotics is producing. Cutting rates is the main driver to increase jobs aka growth assets, so the fact gold has been the outperformer is concerning for myself.

Gold’s outperformance versus growth stocks signals that institutions are more focused on hedging inflationary risk than betting on innovation. They’re pulling money out of risk and parking it in safety which is reflecting caution, not optimism.

Markets are still pricing in a couple rate cuts over the next the next 6 months. As long as we have these in our mid term horizon, I believe markets stay buoyant and range/trend up until proven otherwise. It does feel like markets have gotten significantly more sophisticated, especially for crypto (I’m guessing due to more advanced AI algos coming in).

There’s growing rumours that major AI firms are using their proprietary data to trade markets and generating outsized returns. If true it means shakeouts will be increasingly unnatural, liquidity pockets will be hunted in ways the average trader can’t see.

I’m in the boat of you don’t need to understand macro too in depth to make money onchan, although every few months I like to go really deep and create a thesis around where I think we’re heading as it does benefit having more insight into the move of majors.

Eventually the goal is to have too much size that onchain isn’t a +ev game and you need to play bigger markets, reason why I continually put effort into my macro thoughts.

Ngl felt like I was going a bit insane when we had the second dip down to 109k before this recent run. The weakness in crypto felt very much as a lagger, not underperformer where flows just hadn’t moved in yet.

The current conditions couldn’t be more primed for cryptos outperformance relative to tech/growth assets. Crypto feels like it’s perfectly balanced between inflationary hedge (gold) and growth (Nvidia/tech). While also being a beta and outperformer due to smaller asset class.

For these reasons I do think Q4 will be good, not for seasonality, if anything seasonality makes me more scared due to consensus.

What are the most exciting narratives?

Won’t list the runners this time as I wasn’t able to track them all and feel writing is more valuable at this stage anyway.

The question on everyone’s mind is: is it bnb szn?

To me, this feels very similar to what bonk did where a team with a ton of capital and influence came in and went mafia mode.

Obviously CZ is top 20 richest in the world and has a big chip on his shoulder which you can clearly see from his jail time.

HIs influence is 100x times stronger but the same fundamentals apply. You can’t buy culture. At some point I think BNB eco slowly declines (I’m guessing over the next few days/week) when he eventually stops the TWAP on coins and other narratives which are more exciting pop up.

I was staring at BNB a month ago wondering why there was such little activity when it was at such a high price. Turns out we just needed some crime to light the fuse.

Until proven otherwise, I don’t think it’s great to be a believer in these hot balls of money which pop up. The only time I believe in coins is when there’s an extremely strong web2 backdrop for the coin/narrative which will carry over and have staying powering due to the rate of growth.

Prediction markets seem to be increasing mindshare again. I mentioned how poly markets tge would spark a big catalyst in my last post and looks like people are front running it with pmx. Felt like lanchcoin held polycule down for such a long time and it eventually got to see light now.

Flipr seems relatively undervalued in comparison and the UI looks nice. First mover almost always take the throne, kalshi also seems to want to distant themselves from other bots as well which doesn’t help its case.

Every time Launchcoin moves 20% on the daily we see calls for ICM again. Tbh I really don’t think it boils down to Launchcoins strength or the flywheel, there just isn’t that great of products to buy. We’ve seen what happens with Polycule when there’s a strong backdrop for web2 narratives growing. The flywheel and whatever else will definitely help, but we need more success stories just like people were calling for on memes a month or two ago.

Which is why seeing Aster, Plasma, Avantis, 4, Giggle, Pump etc climbing to 9/10 figs is good for the mindsets of traders seeing that it’s possible for coins to go significantly higher instead of every runner struggling to break 50 mil.

Where do I see markets tomorrow (majors & onchain)?

When BTC moves 13% in 5 days it’s hard to be overly bullish here. I don’t have a strong read if we’re to break the 120k range in the next week.

Something to note is we’ve been in the 108-120k range for 90 days now. Considering the VIX has bottomed out and looks to be curling up over the past 90 days, I think we’re in for some volatility quite soon (probably within 3 months). So I’m generally leaning more towards up.

In trending markets, we don’t normally see lengthy ranges much longer than 90 days. I think we’re going to see quite the whipsawing over the next 3-6 months and you’ll get to experience first hand why they’re called the Trump crime syndicate, both to the up and downside.

I believe SOL continues to outperform ETH as ETH’s narrative seems to be more exhausted and SOL has stronger backdrops with payments, stablecoin onboarding and institutional adoption. HTF charts all look better as well. Don’t really have any useful thoughts on BNB.

Also I think the thoughts I gave with inflationary hedges outperforming growth stocks kinda carries over on a micro scale for what we’re seeing onchain. Gold is up +38% YTD compared to Nvidia’s +27%.

Call me autistic but Nvidia was always a massive driving of crypto’s performance and a massive signal for risk on (utility coins) assets. Which is why we’ve seen such strong performance from stablecoins this year as they’re representing financial rails (vehicle for digital hedging) as opposed to the lack of strength in new ideas/narratives (ICM has been the closest we’ve come to something sustainable since AI).

The biggest growth narratives come from greater efficiency in day to day lives. Email/Social media = faster communication. Internet = global accessibility. iPhones = portable computer. AI = faster transfer of information. Robotics = reduced labour time.

Find the innovations that are so big it doesn’t matter what BTC does on the one week time frame. All you should be looking to do is capture the froth in that short moment where everyone else realizes it too.

That’s the schizo thoughts I have for now, see you next week.

SOL god rally soon.

https://x.com/Cryptotrissy/status/1974730034821673247

Went 3x lev long on $ASTER @ $2 with decent size.

Thesis: cz will want to prove binance listing has meaning and will use this as momentum for the BNB eco.

This is a short scalp and not looking to be in this for long (24 hours max).

Also not looking to play the BNB eco except this feels like a fairly good r:r trade considering it’s only up 6% from the listing announcement.

Still holding entire position despite saying I was only looking to be in for 24 hours max.

Some reasons why I like this trade:

Exchanges have a mandate to serve their customers best interests. They’ll only list tokens if they believe there’s a high probability that upon listing the token will appreciate by a significant margin.

Otherwise it becomes very bad business having token listings depreciating and will cause users to stop believing in their business model, causing lower revenue.

So on this merit and the fact CZ is bull posting Aster hard, I struggle to see price going below the price of the listing announcement.

Perps are still trending and representing the strongest asset class (HYPE holding close to its highs despite the vamp).

BTC ATH’s, BNB ATHs - can’t get a better formula for risk on and high volume (perps success stems from volume).

Aster is the relative strength signal of the BNB eco. They know it’s PA dictates how active traders are on BNB and is a reflection of sentiment.

Putting myself inside the heads of the binance team, why would you crime the token up on day 1 of listing? The narrative then focuses on the fact Aster’s price increase is only due to binance exchange listing and blatantly twapping the coin with no real demand.

If you’re trying to take an “organic” approach then you’d wait for OI to decrease over the first 24-48 hours before criming it up, shaking out the leverage traders and giving it the optics of “legitimate” demand.

My TP is set for $2.28.

Even with this thesis, Aster is still a short term scalp and I’m expanding on my ideas of why I’ve broken a rule in my thesis (24 hour max hold). Not looking for this to be a hero trade as I’ve got decent size on and happy to bank profits.

Invalidation is below $1.88 like I said and will be quite an obvious momentum loss on a LTF.

There’s a coin I like but too low to mention.

Been tweeted by Binance twice and also Binance Wallet account. That’s your hint.

I know I said I wasn’t going to play the BNB eco but the runners and their mcaps are insane.

Seeing Palu get listed on binance alpha at 3 mil and running straight to 100 mil is something we haven’t seen in a long time.

My stubbornness has more so been ignorance so I’m going to start taking some gambles. BNB simply looks too strong.

Will most likely go to zero so don’t go stupid.