if i might add,

- friends telling you its easy af to make money in crypto
- surge in tg channel subscribers (you can use mine as a reference)
- discussion groups of said channels filled w normies asking how to set up wallet 24/7
- rando normies start making calls in said channels and acting like hot shots because they made money

i think this time, i'll help out when needed, but will mostly shut up and do my own thing

focus on my own game

full maximization of this cycle

i will never forget how in the last cycle, i was so envious of the tourists that came in w their big money and flexing huge gains on NFTs and pnl screenshots in community chats

fights were common as well in said community chats

someone says he is shorting, while another comes in flexing a long pnl ss in profits with a caption "lol"

discussion group activity will 4x with people buzzing 24/7

buckle up and don't let the noise distract you

#learn #tips on trading

https://www.twitlonger.com/show/n_1ss3656

tensor tips from a consistent rank top 20

Summarized:

- do MAKER orders instead of taker orders
- trade high 24h volume collections
- try to get volume organically
- don't farm, just adapt your way of trading a little bit

#airdrop

https://x.com/leantjpg/status/1733232060377256040?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

$unit god candle

we are early indeed

4x from my entry, 2.5x from the initial sharing here

my thesis on terminals here

come for the airdrop, stay for the ux and low fees

https://vxtwitter.com/santiagoroel/status/1733731047223996469?s=46&t=US8hdKu5FCAqApEd0gFyVQ

How Lido DAO Looks To Implement $LINK CCIP

> On behalf of Lido DAO, Chainlink Labs deploys the wstETH token contracts on the relevant chains (i.e BNB Chain) which Lido DAO will own and control

> Dive in 👇️️️️️️

Source: https://twitter.com/BuyMoreLink/status/1733536066077147326?s=20

if $unit keeps this up, the supply shock will be VERY insane btw and if this hits 100m mcap (10x from here) we ballin af

iirc, there are less than 400k tokens left for the market to buy rn (the actual circulating is really very low)

yes, the team controls a majority rn, most of which is either vested or blacklisted w 90% sell tax

but based on how the team has been actively developing + seeking out partnerships, i would lean towards them not rugging (even though the risk of it is real and this would be one of the biggest rugs in awhile)

however, if you have a great project thats takin off with first mover advantage, why would you rug it? this is basically unibot (if you didn't know, the team launched multiple 'rugs' before they hit the jackpot w unibot)

although i do expect the team to loosen up supply control over time (through marketing, airdrops, etc.), which will cause some pullbacks/ranging before higher

defo a project to watchlist rn

[Reflections]

i have been actively trying to size better since my last reflection on sizing. although i do wish that i sized more for this trade initially, its the hindsight clarity speaking. at that point in time, the supply control was a huge risk factor despite a clear thesis on the project, making it bad risk management to oversize.

regardless, i do think i sized this trade well given the risk/reward/conviction ratio then. it was slightly higher than the sweet spot between being too comfortable and being an idiot as depicted here. the slight increase was counted towards minor conviction.

i also have bets underwater rn, one of which is $deal (here). i sized roughly 33% smaller because the main product was not out yet (i'm still holding btw) and it could've just been cheap talk. was also banking on the connections the team had. basically there are more 'chance' factors - factors that are uncertain - at play. imo the more 'chance' involved, the lesser i should bet, or at least that is my current stance.

examples of certain factors:
- team has been consistently delivering
- working product w metrics
- great tokenomics

examples of 'chance' factors:
- hoping that influencers will shill it
- hoping that the team will adjust tokenomics

i hope you get my point. essentially, the more uncertain you are, the more you're leaving it to chance. in that case, i would size down first and add on strength.

but yes, investments are all risky and uncontrollable with lots of uncertainty. if you could reduce the level of uncertainty, wouldn't that be great?

the difference between gambling and investing is edge. the more you can decrease uncertainty, the greater edge you have (maybe 1-2%). an extra 1-2% might seem small, but sometimes its all you need.

hope to keep this up w the next few bets as well

more on $deal

sizing aside, i think execution could've been better here

1) buy the rumour, sell the news

price ran up on news of the dex aggregator launching and promptly started dumping on the day itself (i bought on the day of launch). was afraid i would miss the boat, hence entered at 0.5 retracement.

2) the next product (the main product - private otc) was not going to be anytime soon aka no near term catalyst anymore

3) rumours of connections and working together w PAAL, 0x0, ATOR, etc. didn't gain traction! or what i found to be 'chance' factors. well, flipped the coin and missed.

tbc