Webpack revolutionized web development by formatting file types and assets.
Robotics is in a pre Webpack stage where many teams still “hand code” their data pipelines.
There’s a massive value pie for the team that unlocks these data pipelines.
https://x.com/Cryptotrissy/status/1980187593477169221
Robotics is in a pre Webpack stage where many teams still “hand code” their data pipelines.
There’s a massive value pie for the team that unlocks these data pipelines.
https://x.com/Cryptotrissy/status/1980187593477169221
X (formerly Twitter)
Trissy (@Cryptotrissy) on X
In the early days of the internet and web development, everything was hand written in raw JavaScript or HTML.
Each web app was its own silo. As they grew more complex, the community invented tools like Webpack and Vite which are module bundlers and build…
Each web app was its own silo. As they grew more complex, the community invented tools like Webpack and Vite which are module bundlers and build…
❤12🔥4
Forwarded from Trissy's Edge
I know this might sound weird in times like these, but authenticity is one of the best traits to uphold.
In an industry built on crime and bad actors, it's easy to stand out as someone who's honest and hardworking.
There's a lot of temptation to make quick gains through dishonest means, and I believe that will come back to bite you—whether it's your physical/mental health, relationships, or finances.
I'm not religious, although I am very superstitious. I've found that the times I make the most money are when I'm actively trying to be a better person around friends and family.
It's very easy to shut off the outside world, especially when on-chain is hot and you're online most of the day. Even so, it's important to put positive energy into the lives around you.
Part of the reason I like writing is that I see it as a way to offer positive value and energy to others, which then comes back in different ways.
Obviously, I know that if I build a large audience and shill tokens, it will impact the price. That's why I try to focus on mindset and frameworks to improve both your trading and your overall quality of life.
Even as someone who's health-oriented and aware of emotional states, I still struggle to maintain a balanced lifestyle and strong mindset. Without disciplined routines, I imagine this market would have one-shotted me by now.
It could have been very easy for me to make a lot more money over the years through unethical means.
But I subscribe to a modified version of the Japanese three-faced concept:
1st face – you show the world
2nd face – you never show anyone
3rd face – you never truly see the spiritual realm
Even if people can’t see your wrongdoings physically, it’ll show in your soul and energy. There’s a reason some people give you an odd vibe when you meet them.
In an industry built on crime and bad actors, it's easy to stand out as someone who's honest and hardworking.
There's a lot of temptation to make quick gains through dishonest means, and I believe that will come back to bite you—whether it's your physical/mental health, relationships, or finances.
I'm not religious, although I am very superstitious. I've found that the times I make the most money are when I'm actively trying to be a better person around friends and family.
It's very easy to shut off the outside world, especially when on-chain is hot and you're online most of the day. Even so, it's important to put positive energy into the lives around you.
Part of the reason I like writing is that I see it as a way to offer positive value and energy to others, which then comes back in different ways.
Obviously, I know that if I build a large audience and shill tokens, it will impact the price. That's why I try to focus on mindset and frameworks to improve both your trading and your overall quality of life.
Even as someone who's health-oriented and aware of emotional states, I still struggle to maintain a balanced lifestyle and strong mindset. Without disciplined routines, I imagine this market would have one-shotted me by now.
It could have been very easy for me to make a lot more money over the years through unethical means.
But I subscribe to a modified version of the Japanese three-faced concept:
1st face – you show the world
2nd face – you never show anyone
3rd face – you never truly see the spiritual realm
Even if people can’t see your wrongdoings physically, it’ll show in your soul and energy. There’s a reason some people give you an odd vibe when you meet them.
❤29🙏4🔥2
Trissy's Edge
I know this might sound weird in times like these, but authenticity is one of the best traits to uphold. In an industry built on crime and bad actors, it's easy to stand out as someone who's honest and hardworking. There's a lot of temptation to make quick…
Despite all the crime we see in this industry, authenticity still remains the most important trait you can hold.
I’ve done hundreds of posts in this channel since I opened it in January and didn’t even mention coins for the first few months. I only wanted to focus on mindset/trading frameworks as everyone with telegram channels were mostly memecoin scammers at the time.
Even still, the write up above might be the most important one I’ve ever done.
You can see the down stream effects of people like Cobie who just sold Echo for $375 mil. Someone who’s been in the space for over a decade and has always shown up with good intentions and a very unbiased view on how builders/funds/KOLs should conduct themselves.
Threadguy is another great example of someone who’s adapted an authentic approach, leading him to go on a generational run. First partner was Phantom and now signing Polymarket, I can promise you these deals wouldn’t be for a small amount either.
Being genuine and authentic isn’t enough to make it. You still need to be an absolute killer at what you do and in the 0.001% of this space.
The reason majority slip off the mountain is because when they’re in that top percentile of performers, the magnitude of money and growth available to you if you take a few short cuts becomes exponential.
Temptation becomes too high when 7, 8, 9 figures can fall on your lap for doing a bit of “dirty” work that no one should find out about.
Like I mentioned in my previous post, you have 3 faces. That final face which can only be sensed in the spiritual realm and is that intuition you feel in your gut when you meet someone. We all know that person who gives us the creeps and we don’t know why. Chances are there’s a pretty good reason and they’ve acted in ill faith at some point.
You carry around debt you owe to the universe until you eventually pay it back by good means. Everything is energy and at some point your time will come where you’ll need to pay your dues.
I’m not really a believer in religion, heaven or hell, I ascribe to the simulation theory more than anything (I’ve done too many psychedelics). Although it’s still my core belief that those who do wrong have wrong done to them, maybe tomorrow, next week or 30 years done the line.
This post isn’t me trying to be a white knight of the space either. We all have to push the edges of how we shill narratives and coins etc, including myself.
From my experience over the years and being exposed to dozens of opportunities which could of been a short cut, I’m glad I never took them because it not only reflects in future opportunities but a stain that’ll stay with me everywhere I go in life.
You can genuinely change your life with a bit of tenacity and building, writing, streaming in the right areas with genuine passion. Key word “passion”.
The elite can smell passion and the authentic can smell the unauthentic. The quality of your work and demeanour towards it reveals a lot more than you might think to those that have been around the block a few times.
If someone’s been to the top then they know exactly what’s required to get there. Anything that doesn’t meet that requirement simply isn’t good enough and they’ll blacklist you of being able to achieve in their mind.
You might be able to mask it for a while but in the long run, small red flags pop up, accumulate enough of them and those who act with good intentions don’t tolerate it, eventually fully cutting you off, 3 strikes and your out type beat.
Maybe karma finds it way through health, family, relationships, spiritual etc. Just because you’ve made easy money doesn’t meant mean it won’t bit you in other areas of life.
Don’t sacrifice your spirit for short term gains, you’ll pay the price eventually.
I’ve done hundreds of posts in this channel since I opened it in January and didn’t even mention coins for the first few months. I only wanted to focus on mindset/trading frameworks as everyone with telegram channels were mostly memecoin scammers at the time.
Even still, the write up above might be the most important one I’ve ever done.
You can see the down stream effects of people like Cobie who just sold Echo for $375 mil. Someone who’s been in the space for over a decade and has always shown up with good intentions and a very unbiased view on how builders/funds/KOLs should conduct themselves.
Threadguy is another great example of someone who’s adapted an authentic approach, leading him to go on a generational run. First partner was Phantom and now signing Polymarket, I can promise you these deals wouldn’t be for a small amount either.
Being genuine and authentic isn’t enough to make it. You still need to be an absolute killer at what you do and in the 0.001% of this space.
The reason majority slip off the mountain is because when they’re in that top percentile of performers, the magnitude of money and growth available to you if you take a few short cuts becomes exponential.
Temptation becomes too high when 7, 8, 9 figures can fall on your lap for doing a bit of “dirty” work that no one should find out about.
Like I mentioned in my previous post, you have 3 faces. That final face which can only be sensed in the spiritual realm and is that intuition you feel in your gut when you meet someone. We all know that person who gives us the creeps and we don’t know why. Chances are there’s a pretty good reason and they’ve acted in ill faith at some point.
You carry around debt you owe to the universe until you eventually pay it back by good means. Everything is energy and at some point your time will come where you’ll need to pay your dues.
I’m not really a believer in religion, heaven or hell, I ascribe to the simulation theory more than anything (I’ve done too many psychedelics). Although it’s still my core belief that those who do wrong have wrong done to them, maybe tomorrow, next week or 30 years done the line.
This post isn’t me trying to be a white knight of the space either. We all have to push the edges of how we shill narratives and coins etc, including myself.
From my experience over the years and being exposed to dozens of opportunities which could of been a short cut, I’m glad I never took them because it not only reflects in future opportunities but a stain that’ll stay with me everywhere I go in life.
You can genuinely change your life with a bit of tenacity and building, writing, streaming in the right areas with genuine passion. Key word “passion”.
The elite can smell passion and the authentic can smell the unauthentic. The quality of your work and demeanour towards it reveals a lot more than you might think to those that have been around the block a few times.
If someone’s been to the top then they know exactly what’s required to get there. Anything that doesn’t meet that requirement simply isn’t good enough and they’ll blacklist you of being able to achieve in their mind.
You might be able to mask it for a while but in the long run, small red flags pop up, accumulate enough of them and those who act with good intentions don’t tolerate it, eventually fully cutting you off, 3 strikes and your out type beat.
Maybe karma finds it way through health, family, relationships, spiritual etc. Just because you’ve made easy money doesn’t meant mean it won’t bit you in other areas of life.
Don’t sacrifice your spirit for short term gains, you’ll pay the price eventually.
❤40🔥6🥰5🏆4
MetaDAO vs ICM Run
Been meaning to dig deeper into both of these and while markets are slow I thought I’d do a short thread on the key fundamentals for both.
https://x.com/Cryptotrissy/status/1980909513667383590
Been meaning to dig deeper into both of these and while markets are slow I thought I’d do a short thread on the key fundamentals for both.
https://x.com/Cryptotrissy/status/1980909513667383590
X (formerly Twitter)
Trissy (@Cryptotrissy) on X
MetaDAO vs ICM Run
Two of the most recent uprisers in the ICM debate and have gained considerable mindshare, especially when comparing to Launchcoin.
$META
They’ve gone for the futarchy governance model which almost acts like a prediction market in a way.…
Two of the most recent uprisers in the ICM debate and have gained considerable mindshare, especially when comparing to Launchcoin.
$META
They’ve gone for the futarchy governance model which almost acts like a prediction market in a way.…
❤11🔥5👍1
Profit Taking Models
Gave a couple examples of my favourite ways to take profits and trading advice which allows you to scale your port from low valuations
https://x.com/Cryptotrissy/status/1981246877132628067
Gave a couple examples of my favourite ways to take profits and trading advice which allows you to scale your port from low valuations
https://x.com/Cryptotrissy/status/1981246877132628067
X (formerly Twitter)
Trissy (@Cryptotrissy) on X
Profit Taking Models
Since we’ve recently gone through one of the worst liquidation in our industries history, I thought I’d share a couple profit taking models to try and help those making their comeback arc or looking to survive for longer.
These will…
Since we’ve recently gone through one of the worst liquidation in our industries history, I thought I’d share a couple profit taking models to try and help those making their comeback arc or looking to survive for longer.
These will…
❤19👏1👌1
$SWTCH is an interesting project.
It’s a decentralized oracle providing real world data to blockchains. Plays a big role in prediction markets by bridging external data (sports scores, election results etc) onchain in real time.
They integrated Kalshi’s regulated market data, streaming thousands of Kalshi’s event odds onto blockchains. Meaning any Web3 app, such as decentralized prediction markets can easily use their real time probabilities from Kalshi’s platform.
Developers can customize their own oracle networks or use Switchboard’s feeds, they have access to built in randomness and secure secret storage for things like API keys. Making Switchboard suitable for event driven markets, like updating prediction market odds or settling outcomes immediately when real world events occur.
They’re the only oracle which can handle x402 as far as I know. x402 is an open payment protocol from Coinbase that revives the HTTP 402 “payment required” status code, letting AI agents or bots pay for services in real time via crypto. Instead of using API keys or subnoscriptions, agents send a request, get a 402 response with payment terms, then pay in USDC (via Base) and retry the request to access the resource.
x402 lets autonomous agents pay for data/services, Switchboard provides that verifiable data (prices, predictions). An AI trading agent could query Switchboard for BTC/USD prices, get a 402 response, pay via x402 and act on the result.
This is quite similar to the MCP narrative.
Pros:
- Patented with kalshi (CFTC regulated exchange)
- Raised 3.5 mil seed and 7.5 mil series A with tribe capital as a lead, participation from Solana, Apto’s & others
- Reported 100k+ registered users and over $2 bil in total value secured (TVS) by its oracles as of 2024
- Direct beneficiary to the prediction market sector growing (underlying infrafrastructure
- Fits into X402 narrative
- $5B+ across 7 blockchains for 50+ protocols like Jito, Drift, GMX and Kamino. 3+ years of battle tested data provision
- Listed on binance alpha
- You pay in the native token for services (more demand)
Cons:
- Oracles not a very shiny narrative
- Competition from chainlink and pyth
- No token utility yet
- X402 is cool tech but probably a short lived narrative
Catalyst:
- Draftking using polymarket as its clearing house (not integrated with polymarket but still good signs for adoption)
- NHL signed official data partnerships with both Polymarket and Kalshi,
- Major backing from firms like ICE (Intercontinental Exchange) and deals with DraftKings and the NHL with prediction markets
- Dev hinting at revenue model on twitter
Polymarket and Kalshi going head to head is bullish competition for all ecosystem related tokens.
SWTCH captures both the prediction market infra and x402 narrative quite well by being an agent oracle. If they can integrate polymarket as well, they’ll have the chance to power a lot of the prediction market dApps.
Not sure how high the upside is on this being 20 mil, can’t see it doing crazy multiples from here. I only hold a small bag which won’t have any meaningful impact on my port.
There’s little info on the real time revenue and volume they generate, feel free to dm me if you have anything on it.
Just sharing research out of the love for the game and I said in previous writings I think prediction markets are being overlooked with the numbers they’re doing, will keep searching for interesting plays.
It’s a decentralized oracle providing real world data to blockchains. Plays a big role in prediction markets by bridging external data (sports scores, election results etc) onchain in real time.
They integrated Kalshi’s regulated market data, streaming thousands of Kalshi’s event odds onto blockchains. Meaning any Web3 app, such as decentralized prediction markets can easily use their real time probabilities from Kalshi’s platform.
Developers can customize their own oracle networks or use Switchboard’s feeds, they have access to built in randomness and secure secret storage for things like API keys. Making Switchboard suitable for event driven markets, like updating prediction market odds or settling outcomes immediately when real world events occur.
They’re the only oracle which can handle x402 as far as I know. x402 is an open payment protocol from Coinbase that revives the HTTP 402 “payment required” status code, letting AI agents or bots pay for services in real time via crypto. Instead of using API keys or subnoscriptions, agents send a request, get a 402 response with payment terms, then pay in USDC (via Base) and retry the request to access the resource.
x402 lets autonomous agents pay for data/services, Switchboard provides that verifiable data (prices, predictions). An AI trading agent could query Switchboard for BTC/USD prices, get a 402 response, pay via x402 and act on the result.
This is quite similar to the MCP narrative.
Pros:
- Patented with kalshi (CFTC regulated exchange)
- Raised 3.5 mil seed and 7.5 mil series A with tribe capital as a lead, participation from Solana, Apto’s & others
- Reported 100k+ registered users and over $2 bil in total value secured (TVS) by its oracles as of 2024
- Direct beneficiary to the prediction market sector growing (underlying infrafrastructure
- Fits into X402 narrative
- $5B+ across 7 blockchains for 50+ protocols like Jito, Drift, GMX and Kamino. 3+ years of battle tested data provision
- Listed on binance alpha
- You pay in the native token for services (more demand)
Cons:
- Oracles not a very shiny narrative
- Competition from chainlink and pyth
- No token utility yet
- X402 is cool tech but probably a short lived narrative
Catalyst:
- Draftking using polymarket as its clearing house (not integrated with polymarket but still good signs for adoption)
- NHL signed official data partnerships with both Polymarket and Kalshi,
- Major backing from firms like ICE (Intercontinental Exchange) and deals with DraftKings and the NHL with prediction markets
- Dev hinting at revenue model on twitter
Polymarket and Kalshi going head to head is bullish competition for all ecosystem related tokens.
SWTCH captures both the prediction market infra and x402 narrative quite well by being an agent oracle. If they can integrate polymarket as well, they’ll have the chance to power a lot of the prediction market dApps.
Not sure how high the upside is on this being 20 mil, can’t see it doing crazy multiples from here. I only hold a small bag which won’t have any meaningful impact on my port.
There’s little info on the real time revenue and volume they generate, feel free to dm me if you have anything on it.
Just sharing research out of the love for the game and I said in previous writings I think prediction markets are being overlooked with the numbers they’re doing, will keep searching for interesting plays.
❤24🔥5👎1
Go join Wenmoons new telegram channel.
One of the best and most active onchain traders who hits basically everything that moves.
Had his account frozen and lost access to his old channel. Good reminder to double check your 2fa’s on everything and have back up accounts, can never be too safe.
https://news.1rj.ru/str/wenmoonshotspt2
One of the best and most active onchain traders who hits basically everything that moves.
Had his account frozen and lost access to his old channel. Good reminder to double check your 2fa’s on everything and have back up accounts, can never be too safe.
https://news.1rj.ru/str/wenmoonshotspt2
Telegram
Wenmoon Shots (pt2)
old tg frozen (6k subs), lets run it back
❤14👍3
Trissy's Edge
Daily Trading Journal - October 16th, 2025 How do I feel about markets today (majors & onchain)? I think the most important skillset for understanding crypto’s movements the last 9 months has been trying to put yourself in the Trump’s family shoes and think…
Daily Trading Journal - October 27th, 2025
How do I feel about markets today (majors & onchain)?
Was partly right and partly wrong with my predictions last week.
Was right in a sense that we got a move to around 103k and onchain was quite dead for the following week, this week leading into FOMC has been much better for onchain and prices across the board.
Was wrong in the sense that we stayed below my golden 108k level for a very short time period, I was expecting more fud from Trump and thought he would of been slightly more aggressive in tariff negotiations.
Something thats difficult is dealing with the fact you know markets are very over leveraged and a slight crack will crumble everything, but trying to go against the trend will be very damaging, not just financially but mentally.
Constantly having the mindset of “this shouldn’t be pumping, it needs to break soon”, while markets can stay irrational much longer than many of us like to admit.
One important thing to note is that every presidency makes their money through markets, so every family is heavily inclined to send markets up in the long term throughout their campaign and has the highest incentive to do so (SPX always making new highs).
Why hasn’t stocks money flowed into crypto? Think it really boils down to investors coming to realization that they know how rigged our industry is to insiders and grifts.
As a trader you need to assess what your edge is in any given environment, the past couple years in crypto have clearly shown those closest to the heart beat are taking 90% of the profits every time. With stocks, there’s a lot more legislation and ruling which minimizes insider trading compared to crypto.
So the average trader is looking at their edge in an open market and seeing that each dollar earned is significantly skewed against them in our industry. The reason capital flows in markets is due to people believing they have outsized edge compared to any other sector to make the easiest money.
Hence the 2021 bull run fomo we saw as you could be blindfolded throwing darts at a board and almost everything went up at some point. Fast forward today and even the best of the best are getting carried out frequently.
There hasn’t been a single person who’s remained unanimously right on markets for the past 12 months, something we haven’t seen before.
What are the most exciting narratives?
$VIRTUALS (1.1 bil ATH) - new robotics pivot
$MET (320 mil ATH) - meteoras token launch
$GIGGLE (290 mil ATH) - BNB meme with binance listing
$AT (220 mil ATH) - oracle coin on BNB, narrative from binance tweeting there needs to be a prediction market oracle
$CLANKER (140 mil ATH) - launchpad on base with good revenue and buybacks, speculation for base szn
$AIXBT (102 mil ATH) - beta to virtuals and x402 narrative
$PING (80 mil ATH) - x402 memecoin
$PAYAI (68 mil ATH) - x402 infra, good product
$ORE (65 mil ATH) - mining Ponzi with strong revenue
$GAME (42 mil ATH) - beta to virtuals
$BOT (35 mil ATH) - new robotics coin which looks very grifty
$AVICI (30 mil ATH) - neo banking coin from MetaDAO
$DTV (20 mil ATH)) - Tim Drapers CCM coin, multi billon tier 1 vc
$VALOR (14 mil ATH) - speculation on being WLFI team and stablecoin product (probs scam like the other dozen coins)
$ARENA (11 mil ATH) - AI model trading interface
$MRDN (7 mil ATH) - x402 payment tooling on base
$PERCOLATER (6 mil ATH) - memecoin of toly making a fake perp dex repo on GitHub
$DIRA (6 mil ATH) - x402 agent marketplace
$LOYAL (5 mil ATH) - privacy coin on MetaDAO, similar to umbra
Missing a few coins as I’ve been doing some deep in person work with the Codec team the last week, will see more of it soon.
Where do I see markets tomorrow (majors & onchain)?
Key considerations:
⁃ China fud is over and a deal has been agreed upon
⁃ FOMC on OCT 30th - 98% for rate cuts
How do I feel about markets today (majors & onchain)?
Was partly right and partly wrong with my predictions last week.
Was right in a sense that we got a move to around 103k and onchain was quite dead for the following week, this week leading into FOMC has been much better for onchain and prices across the board.
Was wrong in the sense that we stayed below my golden 108k level for a very short time period, I was expecting more fud from Trump and thought he would of been slightly more aggressive in tariff negotiations.
Something thats difficult is dealing with the fact you know markets are very over leveraged and a slight crack will crumble everything, but trying to go against the trend will be very damaging, not just financially but mentally.
Constantly having the mindset of “this shouldn’t be pumping, it needs to break soon”, while markets can stay irrational much longer than many of us like to admit.
One important thing to note is that every presidency makes their money through markets, so every family is heavily inclined to send markets up in the long term throughout their campaign and has the highest incentive to do so (SPX always making new highs).
Why hasn’t stocks money flowed into crypto? Think it really boils down to investors coming to realization that they know how rigged our industry is to insiders and grifts.
As a trader you need to assess what your edge is in any given environment, the past couple years in crypto have clearly shown those closest to the heart beat are taking 90% of the profits every time. With stocks, there’s a lot more legislation and ruling which minimizes insider trading compared to crypto.
So the average trader is looking at their edge in an open market and seeing that each dollar earned is significantly skewed against them in our industry. The reason capital flows in markets is due to people believing they have outsized edge compared to any other sector to make the easiest money.
Hence the 2021 bull run fomo we saw as you could be blindfolded throwing darts at a board and almost everything went up at some point. Fast forward today and even the best of the best are getting carried out frequently.
There hasn’t been a single person who’s remained unanimously right on markets for the past 12 months, something we haven’t seen before.
What are the most exciting narratives?
$VIRTUALS (1.1 bil ATH) - new robotics pivot
$MET (320 mil ATH) - meteoras token launch
$GIGGLE (290 mil ATH) - BNB meme with binance listing
$AT (220 mil ATH) - oracle coin on BNB, narrative from binance tweeting there needs to be a prediction market oracle
$CLANKER (140 mil ATH) - launchpad on base with good revenue and buybacks, speculation for base szn
$AIXBT (102 mil ATH) - beta to virtuals and x402 narrative
$PING (80 mil ATH) - x402 memecoin
$PAYAI (68 mil ATH) - x402 infra, good product
$ORE (65 mil ATH) - mining Ponzi with strong revenue
$GAME (42 mil ATH) - beta to virtuals
$BOT (35 mil ATH) - new robotics coin which looks very grifty
$AVICI (30 mil ATH) - neo banking coin from MetaDAO
$DTV (20 mil ATH)) - Tim Drapers CCM coin, multi billon tier 1 vc
$VALOR (14 mil ATH) - speculation on being WLFI team and stablecoin product (probs scam like the other dozen coins)
$ARENA (11 mil ATH) - AI model trading interface
$MRDN (7 mil ATH) - x402 payment tooling on base
$PERCOLATER (6 mil ATH) - memecoin of toly making a fake perp dex repo on GitHub
$DIRA (6 mil ATH) - x402 agent marketplace
$LOYAL (5 mil ATH) - privacy coin on MetaDAO, similar to umbra
Missing a few coins as I’ve been doing some deep in person work with the Codec team the last week, will see more of it soon.
Where do I see markets tomorrow (majors & onchain)?
Key considerations:
⁃ China fud is over and a deal has been agreed upon
⁃ FOMC on OCT 30th - 98% for rate cuts
❤18👍4🔥1
Trissy's Edge
Daily Trading Journal - October 16th, 2025 How do I feel about markets today (majors & onchain)? I think the most important skillset for understanding crypto’s movements the last 9 months has been trying to put yourself in the Trump’s family shoes and think…
Most important consideration is rate cuts in December which is being priced in at 88% likely. Everyone will be focused towards this and toning in the upcoming FOMC will be very crucial to how traders perceive the following FOMC.
You can make the argument that BTC’s been in a 100-125k range for 170 days. I don’t exactly agree with this as the first 60 days was slightly different PA and environment, nonetheless there’s a ton of accumulated trading in this area (much like summer of 2024).
A bull case is BTC rarely trades like this on long time horizons in accumulation zones without breaking upwards. It’s an asset which staircases down, ranges then elevators up. As this asset matures (ETFs), the PA will change overtime and it’s not smart being hard stuck by a certain pattern.
This is the longest BTC’s remained in a sideways range while being within 20% of ATH’s we’ve ever seen by a long margin. Which has mostly been due to OG whales offsetting ETF inflows. Saddest outcome is OGs offloading their bags in a multi quarter range, falling right into insti’s laps before ripping higher.
From a positioning standpoint, it feels like people are on the lighter side after 10/10 which carried out significant flows due to poor management and majority of new money on this leg from 103 to 115k the past week is insti/non natives.
Playing FOMC:
From my perspective, native positioning is lighter while the move was more institutionally driven (less leverage in the system). We’re around 4-5 days from FOMC, I doubt we trade lower than 113k and range/go up for the next 3-4 days leading to the event, slight pause derisk as positioning gets too heavy with natives adding leverage, positive toning for jobs and unemployment, sending markets higher with very strong confirmations for a following cut in December FOMC.
Onchain will follow a similar pattern, although sells off going into FOMC are typically a little harsher but the recoveries are much stronger when people realize they’re offside. The fact we’ve had such a strong last 4-5 days makes me believe this will be the case once again and we’re going to see good volume and runners for the next 2 weeks.
Really nice to see utility plays back on the menu thanks to x402. Also with the optionality to play 3 chains at once (Sol as home base, Base for x402/AI, BNB for listing crimes).
X402 is very cool tech which will unlock a lot of commerce onchain. My issue is we won’t see many exciting use cases straight away as the tech has a more compounding effect. As more protocols integrate it, then it becomes more widely used and a “standardization” that slowly trickles into every app/product. Short term = boring, Long term = exciting.
I still think it sparks good conversation and is a novel catalyst to get people invested in utility once again.
There’s quite a few concurrent narratives all shimmering in the background (neo banking, AI, robotics, x402, predictions, privacy, futarchy/ICM), while it does pay to play and research all of them, it’s evident the biggest PNLs have come from specializing in one and watching it like a hawk.
Look for mis balances in attention + flows then picking your exit and not over staying your welcome. Conviction has never been more important and luckily we have a flavour for almost every utility asset type, just a matter of picking your timing and catalyst. First time multi day holders market has looked good in months.
Before writing this post and doing some research, I felt like I had no edge on the current environment or sense of direction on markets.
Safe to say I’m back on team bulls, never stop journalling.
You can make the argument that BTC’s been in a 100-125k range for 170 days. I don’t exactly agree with this as the first 60 days was slightly different PA and environment, nonetheless there’s a ton of accumulated trading in this area (much like summer of 2024).
A bull case is BTC rarely trades like this on long time horizons in accumulation zones without breaking upwards. It’s an asset which staircases down, ranges then elevators up. As this asset matures (ETFs), the PA will change overtime and it’s not smart being hard stuck by a certain pattern.
This is the longest BTC’s remained in a sideways range while being within 20% of ATH’s we’ve ever seen by a long margin. Which has mostly been due to OG whales offsetting ETF inflows. Saddest outcome is OGs offloading their bags in a multi quarter range, falling right into insti’s laps before ripping higher.
From a positioning standpoint, it feels like people are on the lighter side after 10/10 which carried out significant flows due to poor management and majority of new money on this leg from 103 to 115k the past week is insti/non natives.
Playing FOMC:
From my perspective, native positioning is lighter while the move was more institutionally driven (less leverage in the system). We’re around 4-5 days from FOMC, I doubt we trade lower than 113k and range/go up for the next 3-4 days leading to the event, slight pause derisk as positioning gets too heavy with natives adding leverage, positive toning for jobs and unemployment, sending markets higher with very strong confirmations for a following cut in December FOMC.
Onchain will follow a similar pattern, although sells off going into FOMC are typically a little harsher but the recoveries are much stronger when people realize they’re offside. The fact we’ve had such a strong last 4-5 days makes me believe this will be the case once again and we’re going to see good volume and runners for the next 2 weeks.
Really nice to see utility plays back on the menu thanks to x402. Also with the optionality to play 3 chains at once (Sol as home base, Base for x402/AI, BNB for listing crimes).
X402 is very cool tech which will unlock a lot of commerce onchain. My issue is we won’t see many exciting use cases straight away as the tech has a more compounding effect. As more protocols integrate it, then it becomes more widely used and a “standardization” that slowly trickles into every app/product. Short term = boring, Long term = exciting.
I still think it sparks good conversation and is a novel catalyst to get people invested in utility once again.
There’s quite a few concurrent narratives all shimmering in the background (neo banking, AI, robotics, x402, predictions, privacy, futarchy/ICM), while it does pay to play and research all of them, it’s evident the biggest PNLs have come from specializing in one and watching it like a hawk.
Look for mis balances in attention + flows then picking your exit and not over staying your welcome. Conviction has never been more important and luckily we have a flavour for almost every utility asset type, just a matter of picking your timing and catalyst. First time multi day holders market has looked good in months.
Before writing this post and doing some research, I felt like I had no edge on the current environment or sense of direction on markets.
Safe to say I’m back on team bulls, never stop journalling.
❤23🔥12
Robotics just had its biggest green light moment.
Humanoids are here and only going to be accelerating. My thesis for the last few months just received the final nail in the coffin.
This sector is going so much higher.
https://x.com/Cryptotrissy/status/1983398597782548569
Humanoids are here and only going to be accelerating. My thesis for the last few months just received the final nail in the coffin.
This sector is going so much higher.
https://x.com/Cryptotrissy/status/1983398597782548569
X (formerly Twitter)
Trissy (@Cryptotrissy) on X
Have you seen how viral this has gone?
The types of emotions its sparked from people?
Everyone’s gone from “humanoids are a thing 5 years into the future” to “oh fuck they’re here”.
Encapsulation for novelty and growth is the biggest defining components…
The types of emotions its sparked from people?
Everyone’s gone from “humanoids are a thing 5 years into the future” to “oh fuck they’re here”.
Encapsulation for novelty and growth is the biggest defining components…
🔥12❤3🤣2
What I’ve been working on this past month with the $CODEC team.
All jokes aside, I’ve been working very heads down in the background with Moyai, Theo and the rest of the team.
As most of you know, I’m very big on not sacrificing any time away from markets since onchain offers so many opportunities to life changing money on any given day.
The opportunity robotics is presenting is so painstakingly obvious for myself that I’ve broken my rule and been very hands on with Codec’s marketing and product positioning.
Currently I’m about 30 pages deep on a masterdoc which covers the entire robotics tech pipelines, where codec’s product positioning fits in, use cases + narratives, analogies/examples and more.
Reason why I haven’t been as active writing and sharing trades as it’s consumed a lot of my time.
There’s so many catalysts that it feels dumb not to be all in: Pump ICM, x402, VLA’s/Operators, Humanoids coming onto market, Nvidia sending, friendly macro, no tooling like this in web2, VC’s pouring billions, fastest growing sector for the next decade etc.
Just as importantly, there needs to be strong comms and building in pubic, reason for why I’ve written this post.
You can have the best product in the world but unless everyone sees the vision, you’ll struggle to get off the floor.
Lots to look forward to over the next month.
https://x.com/Cryptotrissy/status/1983442458659926405
All jokes aside, I’ve been working very heads down in the background with Moyai, Theo and the rest of the team.
As most of you know, I’m very big on not sacrificing any time away from markets since onchain offers so many opportunities to life changing money on any given day.
The opportunity robotics is presenting is so painstakingly obvious for myself that I’ve broken my rule and been very hands on with Codec’s marketing and product positioning.
Currently I’m about 30 pages deep on a masterdoc which covers the entire robotics tech pipelines, where codec’s product positioning fits in, use cases + narratives, analogies/examples and more.
Reason why I haven’t been as active writing and sharing trades as it’s consumed a lot of my time.
There’s so many catalysts that it feels dumb not to be all in: Pump ICM, x402, VLA’s/Operators, Humanoids coming onto market, Nvidia sending, friendly macro, no tooling like this in web2, VC’s pouring billions, fastest growing sector for the next decade etc.
Just as importantly, there needs to be strong comms and building in pubic, reason for why I’ve written this post.
You can have the best product in the world but unless everyone sees the vision, you’ll struggle to get off the floor.
Lots to look forward to over the next month.
https://x.com/Cryptotrissy/status/1983442458659926405
X (formerly Twitter)
Trissy (@Cryptotrissy) on X
What I’ve been working on this past month with the $CODEC team:
- Researching the entire Robotics sector and technical architecture from a birds eye perspective with @unmoyai (latest developments, best practices etc)
- Understanding where and how Codec’s…
- Researching the entire Robotics sector and technical architecture from a birds eye perspective with @unmoyai (latest developments, best practices etc)
- Understanding where and how Codec’s…
❤22
The largest raises in web2 Robotics and software which has the most likely carry over for crypto speculation
https://x.com/Cryptotrissy/status/1983854882806493308
https://x.com/Cryptotrissy/status/1983854882806493308
X (formerly Twitter)
Trissy (@Cryptotrissy) on X
Robotics szn is here.
These largest raises in web2 and software which has the most likely carry over for crypto speculation.
@Figure_robot - $1 billion
Figure is building full stack humanoids, powered by their control software platform called Helix. Their…
These largest raises in web2 and software which has the most likely carry over for crypto speculation.
@Figure_robot - $1 billion
Figure is building full stack humanoids, powered by their control software platform called Helix. Their…
❤5👍5😁2
Something feels off with this market.
I agree with Smiley that the PA feels quite similar to pre FTX implosion where they were selling off a bunch of assets causing some large irregulaties in the market.
The idea is that someone (wintermute/maybe another fund) was hit extremely hard in 10/10, causing them to liquidate the fund.
A retarded thesis I came up with is the way onchain has front ran majors by 2-3 weeks for the last 9-12 months could potentially be what we’re seeing with BTC in comparison to stocks.
As crypto is the smaller, illiquid sector, smart money is exiting through a small door. I’m quite confident that the larger crypto investors are indeed some of the smarter traders in markets overall as they recognised easy money over the past couple years and came in like sharks to squeeze out inefficiency’s.
There’s a lot of factors for us but also against us. We have the Trump crime syndicate who’s undoubtedly siphoning money out of this eco like no tomorrow + OG whales selling hard into the 4 year cycle thesis.
It almost feels like summer 2024 where we were in the 7+ month range, although the backdrop we currently have feels considerably better. Even the best of the best traders who use to be considered as having crystal balls have been wrong numerous times over the past 12 months and it feels like there’s less and less traders who are being publicly accurate for a sustained time period.
This along brings me concern as when you think about it at a deeper level, there should be a subset of traders, no matter the market condition who find signal in pattern recognition. The fact no one has been able to find consistent pattern recognition means there’s either unprecedented levels of crime or some type of advanced AI algo which is out trading basically every participant (there’s rumours about OpenAI/other large companies using their data for sophisticated options models).
Our industry has been declared as cowboys who would steal from their own mothers. Go back to early internet stages, remember how scared everyone was to put their credit cards online because scammers kept taking advantage of them?
I’ve said in a lot of writings that I believe crypto is in the 2004-2006 internet era where we’re just starting to see the amazons, googles, facebooks get birthed into the market (part of my ICM thesis).
I know it’s hard not to have that doomer mindset when it feels like there’s very little innovation happening around us.
Remember why you first entered this space, the tech is genuinely better, we just haven’t matured enough to see the fruits of it yet.
Maybe it takes 6 months, 2 years or a decade, till this day I still find it the most fun industry and don’t see anything coming close. If you genuinely don’t enjoy then there’s no point being here, you’ll perform much better in something you enjoy.
These are numbers on a screen at the end of the day, would a grown man who’s in control of his own emotions sit there and sob about bad it all looks or take action and find edge in this market through asymmetric plays other emotional traders are overlooking?
Everyone talks about survival, nobody talks about showing up everyday no matter conditions and continually refining your edge, gradually out ranking everyone. Just showing up here every day isn’t going to cut, you need to be actively getting better, researching, journalling, upskilling in everything aspect possible.
Take everything in this post very lightly, I’m just rambling trying to make sense of whats happening. The fact I’m writing this probably means we’re quite close to a bottom.
I agree with Smiley that the PA feels quite similar to pre FTX implosion where they were selling off a bunch of assets causing some large irregulaties in the market.
The idea is that someone (wintermute/maybe another fund) was hit extremely hard in 10/10, causing them to liquidate the fund.
A retarded thesis I came up with is the way onchain has front ran majors by 2-3 weeks for the last 9-12 months could potentially be what we’re seeing with BTC in comparison to stocks.
As crypto is the smaller, illiquid sector, smart money is exiting through a small door. I’m quite confident that the larger crypto investors are indeed some of the smarter traders in markets overall as they recognised easy money over the past couple years and came in like sharks to squeeze out inefficiency’s.
There’s a lot of factors for us but also against us. We have the Trump crime syndicate who’s undoubtedly siphoning money out of this eco like no tomorrow + OG whales selling hard into the 4 year cycle thesis.
It almost feels like summer 2024 where we were in the 7+ month range, although the backdrop we currently have feels considerably better. Even the best of the best traders who use to be considered as having crystal balls have been wrong numerous times over the past 12 months and it feels like there’s less and less traders who are being publicly accurate for a sustained time period.
This along brings me concern as when you think about it at a deeper level, there should be a subset of traders, no matter the market condition who find signal in pattern recognition. The fact no one has been able to find consistent pattern recognition means there’s either unprecedented levels of crime or some type of advanced AI algo which is out trading basically every participant (there’s rumours about OpenAI/other large companies using their data for sophisticated options models).
Our industry has been declared as cowboys who would steal from their own mothers. Go back to early internet stages, remember how scared everyone was to put their credit cards online because scammers kept taking advantage of them?
I’ve said in a lot of writings that I believe crypto is in the 2004-2006 internet era where we’re just starting to see the amazons, googles, facebooks get birthed into the market (part of my ICM thesis).
I know it’s hard not to have that doomer mindset when it feels like there’s very little innovation happening around us.
Remember why you first entered this space, the tech is genuinely better, we just haven’t matured enough to see the fruits of it yet.
Maybe it takes 6 months, 2 years or a decade, till this day I still find it the most fun industry and don’t see anything coming close. If you genuinely don’t enjoy then there’s no point being here, you’ll perform much better in something you enjoy.
These are numbers on a screen at the end of the day, would a grown man who’s in control of his own emotions sit there and sob about bad it all looks or take action and find edge in this market through asymmetric plays other emotional traders are overlooking?
Everyone talks about survival, nobody talks about showing up everyday no matter conditions and continually refining your edge, gradually out ranking everyone. Just showing up here every day isn’t going to cut, you need to be actively getting better, researching, journalling, upskilling in everything aspect possible.
Take everything in this post very lightly, I’m just rambling trying to make sense of whats happening. The fact I’m writing this probably means we’re quite close to a bottom.
❤81✍14👏8🔥4👍2👀1
If you get paralysed by this kind of market, you need to consider how you’re living day to day.
The reason I’ve always focused so much on things outside of trading itself like health, relationships, diet, sleep, the usual rigmarole, is because that’s what sets the foundation for how you respond to difficulties.
To live a healthy lifestyle, have consistent sleep, nice skin, a six pack and a small but powerful group of friends and family that give your life meaning, all of that requires doing things you probably don’t want to do in the moment.
Leaving your desk, stepping away from the screen after taking dozens of trades, that’s the only way to drain the autistic energy you build up from staring at charts all day.
Trading when you’re winning is probably the most exciting and rewarding job you could ever ask for. It feels like you’re invincible, like money is falling from the sky. Who doesn’t want that?
Except how invincible do you feel when markets have traded sideways for months, underperforming traditional assets like the S&P 500, even while we’ve had strong liquidity injections? Crypto’s always been the most positively skewed beta, yet here we are.
At its core, trading is just understanding your own psyche. We all have different ways we trade, different frameworks, risk management and tooling.
Even with all those differences, we can agree that becoming a good trader requires extensive screen time and finding asymmetries or divergences between attention and flows.
While there’s luck involved, you can become consistently lucky by showing up every day and improving your process.
Every market condition favours a certain style of trading. Because crypto has always been a positively skewed beta to liquidity, most traders end up as momentum traders, so when we chop, it’s brutal for momentum riders.
That’s why how you structure your lifestyle and external habits directly affects how you manage emotions when the environment’s not in your favour.
I’ve said before that my trading style often shifts depending on my read of the market each month. While I don’t plan to change that, I think it’s important even in periods where my read isn’t great to keep raising the threshold for how hard I’m working and how much I’m upskilling.
Say month one I’m operating at 25% capacity, month two 50% then month three at 90%, ideally I want those earlier months to trend higher over time. That way I’m not only growing my skill set but also increasing the size of my engine (mental bandwidth).
It’s never going to be linear. We all need time off or have external reasons that pull us away from the market. Still, the goal should always be progression.
Consistent progression in anything is what I think underpins happiness.
I don’t believe in happiness as a permanent state but it’s the best way to describe that sense of movement. The human brain is wired for progression; that’s how we’ve gone from the stone age to skyscrapers.
Most of our lives are filled with distractions that go against that wiring, then we wonder why we’re so unhappy.
As a trader and as someone trying to live a better life, consider how your brain’s wired, it loves solving problems and challenges, not sitting idle.
Even though trading is a very financial and dopamine draining exercise, you can still train your brain to return to those primal instincts that will give you longevity in this space.
Build systems and lifestyles that can last long term, because when things get tough, you’ll always default to the strength (or weakness) of your foundation.
The reason I’ve always focused so much on things outside of trading itself like health, relationships, diet, sleep, the usual rigmarole, is because that’s what sets the foundation for how you respond to difficulties.
To live a healthy lifestyle, have consistent sleep, nice skin, a six pack and a small but powerful group of friends and family that give your life meaning, all of that requires doing things you probably don’t want to do in the moment.
Leaving your desk, stepping away from the screen after taking dozens of trades, that’s the only way to drain the autistic energy you build up from staring at charts all day.
Trading when you’re winning is probably the most exciting and rewarding job you could ever ask for. It feels like you’re invincible, like money is falling from the sky. Who doesn’t want that?
Except how invincible do you feel when markets have traded sideways for months, underperforming traditional assets like the S&P 500, even while we’ve had strong liquidity injections? Crypto’s always been the most positively skewed beta, yet here we are.
At its core, trading is just understanding your own psyche. We all have different ways we trade, different frameworks, risk management and tooling.
Even with all those differences, we can agree that becoming a good trader requires extensive screen time and finding asymmetries or divergences between attention and flows.
While there’s luck involved, you can become consistently lucky by showing up every day and improving your process.
Every market condition favours a certain style of trading. Because crypto has always been a positively skewed beta to liquidity, most traders end up as momentum traders, so when we chop, it’s brutal for momentum riders.
That’s why how you structure your lifestyle and external habits directly affects how you manage emotions when the environment’s not in your favour.
I’ve said before that my trading style often shifts depending on my read of the market each month. While I don’t plan to change that, I think it’s important even in periods where my read isn’t great to keep raising the threshold for how hard I’m working and how much I’m upskilling.
Say month one I’m operating at 25% capacity, month two 50% then month three at 90%, ideally I want those earlier months to trend higher over time. That way I’m not only growing my skill set but also increasing the size of my engine (mental bandwidth).
It’s never going to be linear. We all need time off or have external reasons that pull us away from the market. Still, the goal should always be progression.
Consistent progression in anything is what I think underpins happiness.
I don’t believe in happiness as a permanent state but it’s the best way to describe that sense of movement. The human brain is wired for progression; that’s how we’ve gone from the stone age to skyscrapers.
Most of our lives are filled with distractions that go against that wiring, then we wonder why we’re so unhappy.
As a trader and as someone trying to live a better life, consider how your brain’s wired, it loves solving problems and challenges, not sitting idle.
Even though trading is a very financial and dopamine draining exercise, you can still train your brain to return to those primal instincts that will give you longevity in this space.
Build systems and lifestyles that can last long term, because when things get tough, you’ll always default to the strength (or weakness) of your foundation.
❤41⚡14👍1
Trissy's Edge
Daily Trading Journal - October 27th, 2025 How do I feel about markets today (majors & onchain)? Was partly right and partly wrong with my predictions last week. Was right in a sense that we got a move to around 103k and onchain was quite dead for the following…
Daily Trading Journal - November 4th, 2025
How do I feel about markets today (majors & onchain)?
Safe to say I was completely wrong on my last journals prediction. Feel like a noob with how I assessed forward looking positioning.
There was too much focus on positives and too many unknowns, all the cards were on the table.
Very annoyed at myself with how my process and critical thinking has been over the past week or two. Results don’t bother me, quality of thinking & analysis, improving read on the market and accuracy of execution is all I care about and you should do the same.
My confidence levels outweighed the quality of research and second order implications of forecasted events. I try to be very honest with myself internally of how confident I am on these type of moves. Typically there will be a handful of times each year where I have 20/20 vision on the direction, this wasn’t one of them but it was feeling quite high and I was dead wrong.
Taking this into consideration, I want to be very aware of the quality of research and my evaluation of it as being caught offside can be very mentally damaging for confidence, which is more important than your PNL majority of the time.
Since my Oct 4th journal when BTC was at 122k, I’ve been giving a lot of qualifiable signals for why there might be upcoming macro risk and even in journals 1.5 months before that. While this was great to identify, I didn’t take the amount of action/exeuction I should have based on weighted probability.
My “weighted probability” isn’t some type of complex system either, I basically rawdog every aspect of my trading. No tools, indicators, minimal statistics/data, use Jupiter/exchanges only (unless for very specific coins but only small size), you get the idea.
Trissys edge is built through a lifetime of screen time and knowing where to look in the right places at the right time then feeding it through the pattern recognition/intuition machine from going down endless rabbit holes.
To be one of the best traders onchain, you truly need to be a savant. Firstly, to be good onchain you need to understand internet culture at every single moment like a terminally online teenager. Then you need to have the capabilities to understand macro, geopolitical tensions, positive and toxic flows, beahvioural psychology, ponzinomics, broader technoglocial innovation etc.
This idea isn’t to glaze the successful trenchers either, it’s more so a reflection of how many moving variables there are to do well and be profitable. I’m sure we all feel like we’re not performing at optimal capacity (I certainly do), except it’s important to reflect on where there could of been oversight in your analysis and understand if it was an error in your process or an external factor that you simply didn’t understand nor really could have.
Overtime, if you consistently approach trading in this way, you’ll accumulate a lifetime of cause and effect. Why does xyz event cause a certain price direction and the variables that come with it?
I wanted to wait a bit to post this write up so I could evaluate my previous journal and some of my recent posts. I was quite clearly wrong about FOMC and it was obvious why. The other one I’m more interested in is how BTC is acting like onchain does but to broader markets.
Like we see onchain front running majors, BTC could potentially be front running stocks for a larger drawn down. Or is this a result of geopolitical tensions, 4 year cycle theory and toxic OG flows which are causing a short term divergence which will be eaten up by ETF’s?
While I haven’t been terminally online and maybe missed some details, there’s something about this crash which feels very obscure. What I mean by that is the fact there isn’t really anything to point to. Normally these type of moves are accompanied by a lot of noise and the reason for it is very known, the fact we can’t pin point this with the amount of capital moving around gives me a very uneasy feeling.
What are the most exciting narratives?
How do I feel about markets today (majors & onchain)?
Safe to say I was completely wrong on my last journals prediction. Feel like a noob with how I assessed forward looking positioning.
There was too much focus on positives and too many unknowns, all the cards were on the table.
Very annoyed at myself with how my process and critical thinking has been over the past week or two. Results don’t bother me, quality of thinking & analysis, improving read on the market and accuracy of execution is all I care about and you should do the same.
My confidence levels outweighed the quality of research and second order implications of forecasted events. I try to be very honest with myself internally of how confident I am on these type of moves. Typically there will be a handful of times each year where I have 20/20 vision on the direction, this wasn’t one of them but it was feeling quite high and I was dead wrong.
Taking this into consideration, I want to be very aware of the quality of research and my evaluation of it as being caught offside can be very mentally damaging for confidence, which is more important than your PNL majority of the time.
Since my Oct 4th journal when BTC was at 122k, I’ve been giving a lot of qualifiable signals for why there might be upcoming macro risk and even in journals 1.5 months before that. While this was great to identify, I didn’t take the amount of action/exeuction I should have based on weighted probability.
My “weighted probability” isn’t some type of complex system either, I basically rawdog every aspect of my trading. No tools, indicators, minimal statistics/data, use Jupiter/exchanges only (unless for very specific coins but only small size), you get the idea.
Trissys edge is built through a lifetime of screen time and knowing where to look in the right places at the right time then feeding it through the pattern recognition/intuition machine from going down endless rabbit holes.
To be one of the best traders onchain, you truly need to be a savant. Firstly, to be good onchain you need to understand internet culture at every single moment like a terminally online teenager. Then you need to have the capabilities to understand macro, geopolitical tensions, positive and toxic flows, beahvioural psychology, ponzinomics, broader technoglocial innovation etc.
This idea isn’t to glaze the successful trenchers either, it’s more so a reflection of how many moving variables there are to do well and be profitable. I’m sure we all feel like we’re not performing at optimal capacity (I certainly do), except it’s important to reflect on where there could of been oversight in your analysis and understand if it was an error in your process or an external factor that you simply didn’t understand nor really could have.
Overtime, if you consistently approach trading in this way, you’ll accumulate a lifetime of cause and effect. Why does xyz event cause a certain price direction and the variables that come with it?
I wanted to wait a bit to post this write up so I could evaluate my previous journal and some of my recent posts. I was quite clearly wrong about FOMC and it was obvious why. The other one I’m more interested in is how BTC is acting like onchain does but to broader markets.
Like we see onchain front running majors, BTC could potentially be front running stocks for a larger drawn down. Or is this a result of geopolitical tensions, 4 year cycle theory and toxic OG flows which are causing a short term divergence which will be eaten up by ETF’s?
While I haven’t been terminally online and maybe missed some details, there’s something about this crash which feels very obscure. What I mean by that is the fact there isn’t really anything to point to. Normally these type of moves are accompanied by a lot of noise and the reason for it is very known, the fact we can’t pin point this with the amount of capital moving around gives me a very uneasy feeling.
What are the most exciting narratives?
❤15✍2
Trissy's Edge
Daily Trading Journal - October 27th, 2025 How do I feel about markets today (majors & onchain)? Was partly right and partly wrong with my predictions last week. Was right in a sense that we got a move to around 103k and onchain was quite dead for the following…
$AI16Z (110 mil ATH) - graveyard pump from shaw trying to get hype on farcaster again
$GHOST (26 mil ATH) - privacy protocol
$AVB (14 mil ATH) - x402 narrative and dev involved in coinbase hackathons
$ACE (13 mil ATH) - x402 narrative with lots of active users
$VPAY (13 mil ATH) - AI powered neo bank on virtuals
$BUIDL (10 mil ATH) - incubator for utility projects on Pump
$AURA (10 mil ATH) - x402 agent launchpad on base
$PUMPCADE (9 mil ATH) - product to speculate on anything (predictions) on pump
$KITKAT (8 mil ATH) - cat killed by a delivery robot, similar to PNUT narrative, was PvP’d to death by kolfags
$SPSN (7 mil ATH) - South Park sucks now memecoin from their show
$NEO (5 mil ATH) - memecoin of the humanoid release
Where do I see markets tomorrow (majors & onchain)?
Quite the question isn’t it?
I’m just going to be at peace with the fact I don’t have a good read on the market and constantly thinking about it has taken too much real estate in my mind. Normally I’m able to make a thesis and stick to conviction, the fact I can’t makes me feel very strange and a bit lost in a sense. Instead of stressing, I’m going to sit on the fence and try to digest information as it’s revealed and slowly build conviction on a direction again.
I’ve flipped flopped dozens of times internally, each with convincing cases to go either way. Instead of gun to my head prediction, I’ll just lay out some general thoughts for both.
Bull case: dovish macro conditions and easing, clearly toxic flows on BTC from geopolitical which caused divergence (crypto eventually has to play catch up), inflationary hedge and beta to gold (although golds run also seems to be from geopolitical), positive legalisation bills from trump family (they want crypto as the future cause its easier to crime).
Bear case: jobs decreasing, AI & robotics increasing, stock market inflated, trump family wants lower entires after sitting on tons of cash, 4 year cycle theory, potential front running of macro and easing, stocks hasn’t dipped at all, 10/10 wiped out a lot of native money meaning it’ll take longer for the ecosystem to restore as tradfi isn’t bidding alts.
Onchain feels like it can’t get considerably worse, sentiment and innovation has felt at a standstill for sometime now. One thing I will note is during this year post AI szn, we followed very cyclical mini cycles which were actually quite predictable if you were super in touch with the markets and how runners were spawning.
Maybe it cause I haven’t been as tapped in as I was then but it doesn’t feel like we’ve had any form of repeatability or mini cycles, even if it’s only for a couple weeks at a time.
Runners randomly spawn off news/events, there’s no “boredom” threshold where once enough people tap out, we get a runner to 50 mil. It’s all felt very patchy ever since the descent of launchcoin which felt like one of the biggest nails in the coffin to CT sentiment and probably where I would stamp a considerable turning point in traders and CT’s view towards the space.
The best alpha I can give is to expand your time horizon. Crypto isn’t a weird cyberpunk asset class anymore and has been globally adopted. What we’re experiencing is the froth from being globally adopted and essentially “sell the news” of that and QT imo.
We aren’t dead. If you think its time to pivot you’ll be in for a shock when you need to relearn all the characteristics of a new industry and deal with even higher levels of sophistication if the market is older and less obscure than crypto.
Markets eb and flow, we’ve been up only for 15 years, we laughed at stocks the entire way and now when we finally get the short end of the stick, you’re really going to be shaken out that easy?
$GHOST (26 mil ATH) - privacy protocol
$AVB (14 mil ATH) - x402 narrative and dev involved in coinbase hackathons
$ACE (13 mil ATH) - x402 narrative with lots of active users
$VPAY (13 mil ATH) - AI powered neo bank on virtuals
$BUIDL (10 mil ATH) - incubator for utility projects on Pump
$AURA (10 mil ATH) - x402 agent launchpad on base
$PUMPCADE (9 mil ATH) - product to speculate on anything (predictions) on pump
$KITKAT (8 mil ATH) - cat killed by a delivery robot, similar to PNUT narrative, was PvP’d to death by kolfags
$SPSN (7 mil ATH) - South Park sucks now memecoin from their show
$NEO (5 mil ATH) - memecoin of the humanoid release
Where do I see markets tomorrow (majors & onchain)?
Quite the question isn’t it?
I’m just going to be at peace with the fact I don’t have a good read on the market and constantly thinking about it has taken too much real estate in my mind. Normally I’m able to make a thesis and stick to conviction, the fact I can’t makes me feel very strange and a bit lost in a sense. Instead of stressing, I’m going to sit on the fence and try to digest information as it’s revealed and slowly build conviction on a direction again.
I’ve flipped flopped dozens of times internally, each with convincing cases to go either way. Instead of gun to my head prediction, I’ll just lay out some general thoughts for both.
Bull case: dovish macro conditions and easing, clearly toxic flows on BTC from geopolitical which caused divergence (crypto eventually has to play catch up), inflationary hedge and beta to gold (although golds run also seems to be from geopolitical), positive legalisation bills from trump family (they want crypto as the future cause its easier to crime).
Bear case: jobs decreasing, AI & robotics increasing, stock market inflated, trump family wants lower entires after sitting on tons of cash, 4 year cycle theory, potential front running of macro and easing, stocks hasn’t dipped at all, 10/10 wiped out a lot of native money meaning it’ll take longer for the ecosystem to restore as tradfi isn’t bidding alts.
Onchain feels like it can’t get considerably worse, sentiment and innovation has felt at a standstill for sometime now. One thing I will note is during this year post AI szn, we followed very cyclical mini cycles which were actually quite predictable if you were super in touch with the markets and how runners were spawning.
Maybe it cause I haven’t been as tapped in as I was then but it doesn’t feel like we’ve had any form of repeatability or mini cycles, even if it’s only for a couple weeks at a time.
Runners randomly spawn off news/events, there’s no “boredom” threshold where once enough people tap out, we get a runner to 50 mil. It’s all felt very patchy ever since the descent of launchcoin which felt like one of the biggest nails in the coffin to CT sentiment and probably where I would stamp a considerable turning point in traders and CT’s view towards the space.
The best alpha I can give is to expand your time horizon. Crypto isn’t a weird cyberpunk asset class anymore and has been globally adopted. What we’re experiencing is the froth from being globally adopted and essentially “sell the news” of that and QT imo.
We aren’t dead. If you think its time to pivot you’ll be in for a shock when you need to relearn all the characteristics of a new industry and deal with even higher levels of sophistication if the market is older and less obscure than crypto.
Markets eb and flow, we’ve been up only for 15 years, we laughed at stocks the entire way and now when we finally get the short end of the stick, you’re really going to be shaken out that easy?
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Trissy's Edge
Daily Trading Journal - October 27th, 2025 How do I feel about markets today (majors & onchain)? Was partly right and partly wrong with my predictions last week. Was right in a sense that we got a move to around 103k and onchain was quite dead for the following…
While it sucks looking at negative prices, I believe this is where the most valuable information is generated. Money is made in volatility and specifically at either ends of the spectrum. Getting to experience these events and all the micro details you absorb from them is the most powerful upskilling to your intuition, which also carries over in shorter time frames in the future. You learn the patterns of spotting bottoms.
If it genuinely crumbles you then log off. Otherwise lean into the pain. Learning to lose is the most valuable experience you can have.
Your framework doesn’t change and evolve by winning constantly, if anything winning puts more holes in it.
If it genuinely crumbles you then log off. Otherwise lean into the pain. Learning to lose is the most valuable experience you can have.
Your framework doesn’t change and evolve by winning constantly, if anything winning puts more holes in it.
❤29✍3👍3🆒1
Since the markets are slower I’ve been doing some serious reflecting on my trading framework and approach.
One particular thing I believe will take me to that next level is being more present with what the market is showing me and placing 100% emphasis on the next trade.
We’re so busy comparing previous trades, tokens and narratives that we often overlook what’s right in front of us.
Being a catalyst/narrative trader like myself feels increasingly important to dig through the weeds of subtle shifts and innovations which get glossed over as mundane.
For example, really understanding the depth that x402 has on AI this week, next month and next year. What other sectors and verticals does this unlock which wasn’t possible before (second order implications)?
This also applies on the portfolio side, removing previous port ATHs or expectations about what you should have already achieved.
Something I heard from the legendary trader Rambo was that he wouldn’t check his account statement (port) for several months at a time.
When I listen to veterans who’ve been doing this for decades, often a lot of what they say feels inapplicable to my style because when they talk its taking the assumption that you’re a veteran trader who has extremely disciplined and consistent risk management and framework.
Most of the onchain degens likely haven’t been here for more than a few years and probably wouldn’t have much experience in other markets nor trading under professional oversight.
So when you hear these veterans talking very abstractly and philosophically about trading, they’re giving advice as someone who has crystal clear discipline and back testing.
That’s quite hard to apply in something as new, volatile and evolving as onchain. On any given month you need to do a 180 on risk management and sizing.
Even still I believe you can still apply most of what they say in a creative way and as you become more systematic, use it as small reminders for where you might have mental blockages.
We go through such insane fluctuations that it’s hard not to have previous trades consume significant real estate in our minds. So much so that you might miss an entire meta because you’re still caught up on the round trip that you’ve closed off your mind from looking for new opportunities.
I’d consider myself fairly good at managing emotions, however I find it difficult to “wipe the slate clean” before every trade and take it from a completely fresh perspective. Doing this feels like one of those final boss battles at the end of a video game which puts you in the upper echelons of traders.
If you’re bored or have spare time I’d highly recommend watching this interview with Rambo, confirms a ton of topics and ideas I’ve written about previously and gave me a fresh perspective on trading (thanks for sharing Nexus).
https://www.youtube.com/watch?v=EkRw6NC0Jew
One particular thing I believe will take me to that next level is being more present with what the market is showing me and placing 100% emphasis on the next trade.
We’re so busy comparing previous trades, tokens and narratives that we often overlook what’s right in front of us.
Being a catalyst/narrative trader like myself feels increasingly important to dig through the weeds of subtle shifts and innovations which get glossed over as mundane.
For example, really understanding the depth that x402 has on AI this week, next month and next year. What other sectors and verticals does this unlock which wasn’t possible before (second order implications)?
This also applies on the portfolio side, removing previous port ATHs or expectations about what you should have already achieved.
Something I heard from the legendary trader Rambo was that he wouldn’t check his account statement (port) for several months at a time.
When I listen to veterans who’ve been doing this for decades, often a lot of what they say feels inapplicable to my style because when they talk its taking the assumption that you’re a veteran trader who has extremely disciplined and consistent risk management and framework.
Most of the onchain degens likely haven’t been here for more than a few years and probably wouldn’t have much experience in other markets nor trading under professional oversight.
So when you hear these veterans talking very abstractly and philosophically about trading, they’re giving advice as someone who has crystal clear discipline and back testing.
That’s quite hard to apply in something as new, volatile and evolving as onchain. On any given month you need to do a 180 on risk management and sizing.
Even still I believe you can still apply most of what they say in a creative way and as you become more systematic, use it as small reminders for where you might have mental blockages.
We go through such insane fluctuations that it’s hard not to have previous trades consume significant real estate in our minds. So much so that you might miss an entire meta because you’re still caught up on the round trip that you’ve closed off your mind from looking for new opportunities.
I’d consider myself fairly good at managing emotions, however I find it difficult to “wipe the slate clean” before every trade and take it from a completely fresh perspective. Doing this feels like one of those final boss battles at the end of a video game which puts you in the upper echelons of traders.
If you’re bored or have spare time I’d highly recommend watching this interview with Rambo, confirms a ton of topics and ideas I’ve written about previously and gave me a fresh perspective on trading (thanks for sharing Nexus).
https://www.youtube.com/watch?v=EkRw6NC0Jew
❤19🥰2🔥1