Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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"btc dipping?

oh shit, let me fsh my ai coins now!

these coins will eventually 10x in a few weeks,

but i can buy back 20% lower!"
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gonna look for more infra plays moving forward

agents are too diluted at this point and most don't even have an edge

winning sentient agents will remain winning

no point buying the smaller ones to chase anymore
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hm not sure whats going on w blob rn, but dev wallet fsh-ed

i derisked some of my position to be safe
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if you wanna be safe, just pull out everything first

might be an elaborate rug or farm

good ol red candle
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gonna sleep and let it resolve first

had to derisk cause i sized in a fair bit

buy back higher if i need to
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ai16z sounds cooked with shaw continuously doing shady stuff
Crypto Mumbles
https://x.com/therobotjames/status/1717053798739546221?s=20
wanted to bring this thread back from over a year back, because somehow i think it shaped the way i trade a lot this cycle as well

something i call 'value gap trading'

i don't think its anything new and done by plenty of others too, but worth a read if you find yourself losing more often

if you've realised, its how i pitch or think about some of my trades

eg. if A is 100m, B is 50m, then C shouldn't be at 5m given a similar incoming product with a better model. I'll pick it up as a short term swing trade and wait for the market to reprice to a level i find overvalued.

this slide especially:
https://x.com/therobotjames/status/1717053804242522345
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