Gm

ZKML up about 50% since this post while Whirl is sideways

Good rotation

https://x.com/maybectrlfreak/status/1762438697641705512?s=46&t=8EgENqmNEJ2T-Tv8fa7IiA

Up over 2x and heading higher

Up nearly 2x

Up 50% from monthly lows

Everything posted here has outperformed market

Scroll up and study before the %s turn into Xs

You were warned

https://x.com/maybectrlfreak/status/1762444682078917034?s=46&t=8EgENqmNEJ2T-Tv8fa7IiA

If you trade equities and you think you missed this move, you didn’t.

Don’t miss the second half. Buy shares and leaps. Don’t fumble on degenerate options and get smoked by IV crush. Free money.

Study Pandora

https://x.com/coinbureau/status/1762478985894584669?s=46&t=8EgENqmNEJ2T-Tv8fa7IiA

Study!!

If you’re in Denver with an inhaler DM me I’ll pay u for it 💀

0.27 -> 0.90

Ok I'm probably going to go back to locking in on Pandora and not posting much trading alpha here unless it's something major since I'm too busy to trade much, but I'll leave you guys with some food for thought:

Less is more. You probably would have outperformed the 1000 trades per day most of you guys are probably doing if you just allocated a retarded bag into that $ONDO call instead of chasing every flavor of the day for the past 2 months.

I'd use that as a litmus test. If you've been grinding for 24 hours a day and deploying capital into 50 different shitcoins and you would have made more just yeeting your portfolio into $ONDO at 0.27, it's probably a sign that you will not outperform majors.

It sounds like some sort of mark of shame but this happens literally every cycle. People feel like they're killing it and making insane returns and then they do the math at the end of the bull run and realize they would have made out better if they literally just parked it all in BTC/ETH/SOL and hibernated with 1/100th of the effort.

Sitting on BTC is still a trade. Making 2 patient high conviction high R/R trades with impeccable execution and 100xing your portfolio is still a 100x. There is literally no upside whatsoever in valuing quantity / trade volume unless you are so on point that you are hitting tons of outperformers and timing rotations like the literal best traders. It just robs you of sleep and clarity of mind and makes your accounting a pain in the ass.

Cut through the noise and hold onto your winners.

sidebar I yeeted like another 300k into $RLB recently and the amount I will cash out on this position when the RLB chart finally stops torturing holders is going to be retardio so if you dont buy a bag here u can live vicariously through my 7 figure pnl receipt when I euphoriapost it later 🙂

Good morning

Still mostly on hiatus while I focus on Pandora / 404 but figured I’d drop this a shout

Buy the blood and bid $FRIEND aggressively while the opportunity lasts

Feels like the market might as well be handing a free 2-3X+ to those level headed and neutral enough to take it

Lots to discuss here regarding thesis as well as strategy for optimal execution but this trade isn’t exactly rocket science so we’ll leave it at that for now. Pretty sure I’m bang on and my edge tends to be in trades like these so figured I’d share <3

(Note you can only trade the token via the friend tech interface as of right now. Also lesson in that tbh. )

Higher

Group has been dead for a while since I've been out of the trenches locked in but I've been trenching a bit in my spare time recently now that the market is hot again

Will start posting again if there's an appetite for it, let me know

Bought this at 900K while surfing the pump fun trenches because I noticed that the dev's twitter account was interesting, he's been posting about AI for several months and working on his own projects for quite a while so there seemed like a decent chance he wasn't a larp and was actually building something novel. The account has some interesting followers (notably Marc Andreessen of a16z) and some decent buys with size have been coming in without much info circulating about the token so I figured i'd share in case this goes nuts.

I plan on holding this overnight and waking up to a fat multiple or absolute zero. Feel free to gamble with me.

PD11M8MB8qQUAiWzyEK4JwfS8rt7Set6av6a5JYpump

Blasting this dip on aicrynode

20 million or 0

/ai_crystal_technology

Jammed 50 sol into this. Mitch bought. looks very cabal.

F2xBLb6jj39LJ5rg6wh8VaTq9CLEvDqLFL9gxmEapump

We are homeless

Just sold all of the bullshit I was holding before bed and reallocated into shit I'm comfortable sleeping on. Figured I'd debrief on my trenching since I found it interesting considering I've never really trenched like this on Solana and mostly just traded perps throughout this whole meme run. Read if you'd like I guess, just felt like summarizing.

Started my 30 hour trench marathon somewhere around 30-50 solana and ending around 500. Was over 1000 at one point but got raped pretty badly on a few big punts. Still a crazy multiple though. Thought I'd be terrible at trenching on Solana since I've been out of the loop but I guess it's still the shame shit. Will post anything I find interesting here from time to time now that I'm confident I won't send you guys straight to zero lmao

Sleeping on the rest of my AICRYNODE since I took solid profits at the pico top, spent the rest by shipping 300 into GOAT and punting SOLILOQUY which I'm expecting to either be much higher or at zero by the time I wake up. R/R seems good though.

The rest is spread out between a few coins I personally like that are stable enough for me to sleep on. Just shit I'm personally bullish on / want to hold, don't follow me expecting a 10x. If you're curious anyways those are FLOYDAI, SSEC, and XIAO.

Somehow hit every major runner today pretty decently. Caught AI toilet while it was migrating before it ripped to 12M. caught AICRYNODE at 900K. caught FU at like 200K but got raped on it. Got in XIAO at like 200k before CTO pump sent it to 3M. Rode Rokos from 200K to 4M.

Gave a lot back to the trenches because I seem to be addicted to buying every single new launch chasing the next 10X but it kind of worked out so not mad at it. Higher tomorrow. As I'm in the middle of typing this rant it appears my 15 sol of soliloquy has teleported to 150 solana lmao we're back.

Only takeaway of substance from spending the entire day on this degenerate bullshit is that even though pump fun and jeet chain has made on chain fully look and feel like degenerate gambling, there's still clearly a ton of fucking money to be made consistently and methodically if you have decent network / visibility on alpha, a good group to rely on and team up with, and a brain.

Keep clicking gn