learning but not earning
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Deconstruct
dancreee retweeted
So good
opusfived.dev/
Fuck you. Whoever made this site. You win.
I’ve never had a site get my blood boiling like this before
This is so messed up.
opusfived.dev
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dancreee retweeted
every time you fud someone else’s onchain bags that are going up you acquire spiritual debt for all of your holdings
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The mistake a lot of people make in this space is not jumping on a new trend because they personally don't "get it."
Just because it doesn't make you excited doesn't mean you should totally disregard it if the volume is there.
Follow the volume and submit to the narrative.
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have u ever been so close to liquidation that you decided to make a competitor to the company ur shorting
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align with this
While it can be good if trading more volitile stuff or shitters to at least take the money out that you originally put in (once your up enough) to de-risk, the rest you let run while the trend is intact, don't worry about trying to call topsies
Targets put a ceiling on the exact thing you came here for. You showed up to this market because it produces enormous trends. And then your first instinct is to cap your upside at some arbitrary level you decided on before the move even started.
You've kept all the chaos, but you've removed the payoff that justifies enduring all of it. The goal is staying in the trade as long as the trend is intact. Targets are fundamentally flawed when applied to a strategy whose edge depends on open-ended winners.
With targets, you've chosen a game defined by asymmetry and then eliminated the asymmetry.
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dancreee retweeted
Theme for the next decade: if they grow out of it, own the engine. If they print out of it, own the hedge.
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dancreee retweeted
If we simply extrapolate this exponential trend, by end of this year, Robinhood will make more money than exists in the global monetary supply
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dancreee retweeted
when u fade your boy’s call and just watch the chart slowly 10x from the cuck chair
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Memestock pilled
Diving deep into crypto alchemy, I think there’s a real chance the meme/stock pairing becomes a permanent meta.
The interesting part is that the meme token in demand can effectively become a lightweight prediction market for a specific narrative around the company, while the stock token remains the base asset that value ultimately routes back to.
For example, every Elon narrative could be spun out as its own narrative token paired with the SpaceX stock token Asteroid, Mars, Starship, etc. The same could happen with TSM, with tokens like Autsm or 2NM, or with DJT and something like Trump Strait. Each narrative could spin up its own ephemeral token.
Each one becomes a market for that specific narrative, but they’re all paired against and economically anchored to the base stock token.
So instead of having one asset trying to price every narrative, you get hundreds of short term narrative markets sitting on top of a stock base token.
Can push this further for narrative tokens could also have an expiration or resolution mechanism. At expiration, holders could burn the narrative token and receive a pro rata claim on the paired stock tokens in the vault, effectively returning some capital back to the base asset.
Or instead of fully redeeming holders could roll the position into the next narrative token for the stock. For example, burn Autsm, retain your economic claim on the TSM vault, and receive preferential allocation or LP shares in the next narrative.
This could also create a flywheel where new narratives can be bootstrapped using the existing community of holders etc
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