BitMEX founder Arthur Hayes' latest article believes that even if the initial reaction is a sell-off of Bitcoin due to war and rising energy prices, Bitcoin will perform better than bonds during war times. Even if there is an initial period of weakness, he will buy the dip. TLT the long-term US Treasury bond ETF has fallen 12% and Bitcoin pumping 52% since the onset of the Ukraine / Russia war. Read more — link

larry0x: Rollup time-to-finality

#reads rollup

https://fxtwitter.com/larry0x/status/1723766032194511306

An in-depth comparison between Banana and Unibot users/traders

> banana is more reliant on loyal users - 80% of volume comes from 13.2% of users
> 80% of unibot's volume comes from 20.8% of users
> unibot has greater user retention
> banana users are more skilled in sniping/profitable
> banana has greater average daily volume

https://fxtwitter.com/0xYieldFarmooor/status/1723782233322885288?s=20

been very focused on sol eco the past few days and the returns have been better than dabbling on eth (at least for me)

still doing my normal perp tradings on hyperliquid and such, but i have taken profit on my longs in anticipation of a pullback

r/r is not the best in these areas to be opening fresh longs, but i do believe select alts will continue moving up

you'll have to pick the right ones and play the rotation game

the game of musical chairs will end, not if, but when

most importantly, keep dca-ing and spot buying winners, its the simplest and comfy-est strat

https://fxtwitter.com/dpycm/status/1724002270759862410?s=20

btw, what you see on CT is a very curated list presented to you by your algo

you'll mostly see winners and more winners flexing their pnl

understand that these are maybe the top 5% of the bunch

some are larpers, some are selective clout claimers, and v few are truly transparent and good callers

to make money in this market, find your edge and abuse it

it could be great research skills, finding narratives early, TA/trading, shitcoin scalping, arbitrage, etc.

if you feel like you don't have an edge in a certain field (e.g. perp trading), then don't participate in it by chasing longs after callers post them -> its -EV in the long run

esp in times like these, its best not to overleverage (like right now when funding is over the top)

if you feel like you have zero edge in any field, then just submit to strength and spot bid winners. can't go wrong w that

patience and discipline

wishing y'all generational wealth,
cheers

The funding rates have always been a fud package during each run. While funding rates matter, the market often settles them with quick spikes that are absorbed by rapid buybacks during a run..

if you’re in $grok/eth, best to read

https://fxtwitter.com/zachxbt/status/1724094712309489810?s=20

market is puking slightly here

how deep we pullback is uncertain

but i definitely won’t be shorting an overall bullish market

will maintain a long only trading portfolio for now

select alts will pump in rotation from now (eg. FXS is +10% rn)

if we pullback deeper i’ll be more than grateful to get my bids in

will attempt to enter swing positions on some alts at key levels as well

either that, or scalp bounces at strong supports