Invalidated - chop has taken me.

important

tldr;

Attention arbitrage traders do both; They have the information edge of researchers combined with the execution speed of a memecoin degen.

be an attention arbitrager

https://x.com/herxbt/status/1973830712232194277

TETHER LOOKING TO CREATE DIGITAL ASSET TREASURY FOCUSING ON ACCUMULATING XAUT, TETHER TOKENISED GOLD TOKEN: BBG

🔗 velo.xyz

MetaMask To Roll Out Points Program, With Points Awarded For Actions Such As Swaps And Bridging - Points Would Also Be Redeemable For Token Rewards: Website

🔗 velo.xyz

Perpetuals DEX Lighter Hits Over $1B in TVL Just Days After Ending Private Beta: Market

🔗 velo.xyz

Lighter points market update
best bid: $150k @ 75
best ask: $237.5k @ 95

if lighter really TGEs around current prices, it’ll make me euphoric ..

best to have no expectations!

caught hype airdrop: https://news.1rj.ru/str/cryptomumbles/4543 (sept 2023)

caught lighter airdrop: https://news.1rj.ru/str/cryptomumbles/13621 (apr 2025)

caught aster: https://news.1rj.ru/str/cryptomumbles/16703 (0.08)

euphoric not only because of pnl, but because i caught all three monster perp dex plays

it pays to be online

interesting thesis from murad, largely ties in w the macro AI doomerism thesis whereby humans turn more into religion and spiritual aspects eventually

https://x.com/muststopmurad/status/1974212832364294611?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

imo this year the term “sharp trader” has largely lost its meaning in my dictionary

because too many good traders are getting it wrong too often as well

if even they are getting it wrong, what makes you think you can predict better? personally don’t think i’m a sharp trader or anything

we’re in a new market dynamic that no living being has truly experienced before (debate of 4-year cycle + macro conditions + ai boom)

mankind is entering new territories, not something that can be explained using history books

markets are becoming more sophisticated and not everything can be explained when you don’t have all the information

hindsight explanations are just a way for us to comfort ourselves: https://news.1rj.ru/str/cryptomumbles/16101

if you’re still basing decisions off “sharp traders”or ct KOLs, you’re quite doomed to fail

that is why i keep advocating being nimble because we’re in the business of risk management

xxx can’t explain this, xxx got that wrong, xxx thinks this, xxx thinks that

nobody knows anything

We all have targets that we want to reach for our portfolios - for me checking the total value of my holdings is often time very stressful

What I do in these periods is just not check at all

I’m obviously aware ballpark figure of where I am - and I want to be aware for position sizing purposes

But I have no idea what the exact number is

And besides not adding stress or being anchored to fixed targets, this also helps me treat each trade individually- I won’t sell or take action based on how much this puts my portfolio at, but depending on how I see the individual trade playing out

This trick also helps you not count your unrealized profits as money you *have* - it’s only money you have after you realized your profits

This is one of the biggest mistakes ppl make

This will also help you be happy whenever you sell and chill for this cycle, as you won’t anchor yourself to a number you saw on the screen

Unless you scalp and always take profits in usd, you will likely never realize the biggest number u see on the screen