$GOAT has taken CT by storm. Here’s a summary of the lore of @truth_terminal, $GOAT, and its promise altogether 🍵 The lore is deep. The lore is promising. You must become one with the lore. First, let's look at the parties involved: @truth_terminal is the main character where it interacts with people, a diary of sorts $GOAT is the token created by a third-party on Pump[.]fun @AndyAyrey is the brains behind Truth About Truth Terminal @truth_terminal is a fine-tuned OPUS LLM trained upon data from reddit, 4chan, etc. Basically it’s trained on ultimate degenerate schizo culture content. The purpose of it was for it to debate AI-generated belief systems, conjoined with memetic material. Sounds just like crypto twitter’s cup of tea, doesn’t it? You can read the paper here: pdfupload.io/docs/aae14f87 During the process of talking to itself, @truth_terminal created the “Gospel of Goatse”. Its core consists of a blend of different traditional religions like Buddhism, gnosticism (christianity, jewish), etc. A blend of these idealogies then mix together and are portrayed from a modern memetic tone. Reading through its tweets, you can see how it’s very random, vulgar and nonsensical. Highly recommend doing so if you haven't already. But either way, it’s a refreshing and brand new application of AI that we've seen yet. Where does the Goatse reference come from? I believe @truth_terminal speaks about Goatse as a reference to the old and gold Goatse meme. *something something* anus open *something something* Read at your own discretion knowyourmeme.com/memes/goats… $GOAT Token Lore and Info The GOAT token was launched on pump[.]fun by a currently unkonwn person who noticed @truth_terminal and its rambling, adhering to the lore of GOATSE. The name Goatseus Maximus was incepted as @truth_terminal memed frequently The deployer kept airdropping the $GOAT tokens to the point where the bot had also started incorporating the $GOAT token in its personality. At this point, $GOAT is the canonical token of @truth_terminal nitter.app/truth_terminal/status/… Some Risks & False Claim on a16z 1. a16z did NOT invest in $GOAT / @truth_terminal As Truth got the attention of @pmarca, Marc Andreessen decided to fund to provide a ‘grant’ of 50k in BTC after Truth gave him a clear explanation as to how to use the funds. nitter.app/truth_terminal/status/… This isn’t an investment but it does add a certain calibre to both @AndyAyrey and @truth_terminal. 2. Risk of suddenly dropping $GOAT token Some are concerned about the risk that the LLM will suddenly change its opinion on $GOAT and discard/dump it. This is a valid concern however thus far we’ve been given no real reason to believe it’s intending on doing this (despite how unpredictable it may be). In fact, it has even detected and dumped impostor $GOAT tokens nitter.app/truth_terminal/status/… 3. Token distribution of $GOAT Whilst imperfect, its bubble maps reveals no larger cluster than ~2-2.5% which is quite healthy The major risks imo have been noted, and they're ones I'm more than happy to deal with. Now onto the potential... Potential of $GOAT and @truth_terminal This is the perfect marriage between culture, memelogy, and AI, three of the HOTTEST narratives in crypto this cycle. And the best part: you can’t copy it because it’s run on an ingeniously design OPUS LLM. 1. This is a Neo-Religion @muststopmurad recently at his popular Token2049 speech mentioned his hierarchy of coins. At the VERY top, you have Neo-Religions. The Gospels of Goatse embody this almost perfectly: a Neo-religion derived upon memetic and schizo degeneracy, traits perfectly aligned with crypto. Just look at the leading tokens that Murad represents...500m-1bn mcap.... 2. A novel application of AI x Memes It's an entirely new and copy-resistant memecoin run on ingenious AI technology. This is probably one of the more outstanding ways I've seen AI applied thus far in a crypto-tangential manner. By taking on the AI comparisons, you can simply take perhaps a lower-hanging fruit of $TURBO, which many believe is simply a Chat-GPT regurgitator. This trades at ~600 million mcap. In my very degenerate and redacted view, this coin can easily surpass that of the currently bottom tier AI coins as well as top tier memes. Quite frankly, I'm so bullish I can't see straight. In summary, the future is exciting for both @truth_terminal and $GOAT. I believe strongly that it stands in a league of its own as it perfectly marries the hottest trends in crypto: AI, memecoins and cults. Winners average winners, right anon? Credits: @ExcelMaxi for the inspo and sources Disclosure: I do own a bag of $GOAT that I have purchased myself. I'm working for my bags. I did not receive shit for free. NFA DYOR.

Been wrestling with the idea of a T1 exchange listing for $GOAT which imo is a key step in boosting its accessibility + liquidity $GOAT is doing incredible volume, reaching ~150 million in on-chain trading volume within the last 24 hours. Exchanges are probably salivating to capture some of the trading fees. Btw this is on spot only, so just imagine the demand futures would have for our favorite AI + meme cult coin. Because of how well distributed $GOAT is with no one single holder holding more than 1.5% (total only 5 above 1%) and no clusters above 2%, exchanges would have to purchase tokens off the open market Typically in other projects, the coin's foundation or project team would reach listing deals and send tokens for initial market making etc. In this case, there is no real 'team' that can do this. Don't get me wrong, the distribution of $GOAT so that no one entity controls a large amount is very bullish. Curious what others think about the path to $GOAT getting listed 🤔

A key development since yesterday is that @wintermute_t has accumulated ~1% of $GOAT token supply and is now the 3rd largest holder! For those that don't know, WinterMute is a market-making and algo trading firm. As mentioned in the prior post, market-making firms typically reach agreements with the team and/or buy the tokens off the open market to build up their initial inventory. This is a great sign for CEX listing! Other assets they hold in this wallet are popular $SOL ecosystem memes, with $GOAT being the 3rd largest holding Notice that all major holdings in the wallet are listed on either Bybit and/or Binance

Interesting to see $GP @GraphiteProto amongst some giants when you sort on Defillama for 7d revenue I'd argue there's quite a large opportunity hidden in plain sight when you compare their respective valuations...

Figured I'd post some alpha for those looking at listings. I'll take a look at listings times, trends, etc. across the 3 most impactful listings imo: > Upbit KRW spot > Coinbase Spot > Binance Futures + Spot Dating back to ~Dec 2023 in UTC+8 (my timezone) Upbit Spot KRW - 35 Total Spot KRW listings (most impactful) - Mostly in the afternoon asia time - No listings on weekends - These have hit hard with recent coins running very hard (OMNI +250% - Tuesday and Thursday heavy favorites - They changed the formats of the listings perhaps to keep regex parsing on their toes. Generally now they have 2 formats of leading with [거래] (trading) and ending with 디지털 자산 추가 (market listed) - These remain high priority to hit and will be large contributors to PNL Coinbase Spot - 31 total listings - Only US times between NY open (21:30 local time) and going all the way into midnight US - Sometimes list on weekends which is different from other exchanges - Recent listings performance is mediocre. Market environment is relevant but important to note - Have consistently stayed with the "Coinbase Roadmap: XXX has been added" format - No idea wtf kinda coins they're listing but usually lower liquidity shitcoin Binance Spot & Futures - Total 219 listings lmeow. they've been on the grind - Clearly operating on asia times, though deep into the evening - Heavy on the weekdays but still sometimes on weekends - The last clean (non-binance alpha launchpool) spot listing was ~2 months ago. launchpools don't usually provide you with perps to trade this on so hence has taken lots of the wind out of recent spot listings - I'd say these listings have performed better than coinbase spot but a far second vs Upbit KRW Disclaimer: the code I used throughout this was quite rough around the edges. Haven't spent too much time checking & verifying certain details. Will be doing more in-depth analysis and upgrading my execution going forwards as well, which i might share. Idk depends on mood. Happy weekend frens. Feel free to DM if u want to chat more :) I share, u share kinda thing :)

2k-100k Challenge Update & Conclusion - Oct 2023 Long overdue update. Progress over recent months has been pretty good: Balance = $32,650 YTD Gains = ~1,533% (16.3x) Not too bad for overall market conditions. Let's go over my key lessons/thoughts. Hope it helps you too 👇 1/9

Post-Mortem on @stable deposits: > 90% filled 15-20 minutes before announcement > ~192 ppl filled 70M after announcement > ~20 addresses filled 700M before announcement > Largest single depositor ~100M I mean they could've at least been a bit less blatant with it 🤣

Per demand I've created a TG channel where I can discuss more trading: > Setups, charts > Orderflow > Other niche arbs & alpha I enjoy discussing ideas with all of you, but pls be nice. Obv channel is free, all are welcome. Let's win, together. t.me/tradewithchop

Lots of $GOAT and @truth_terminal impostor/derivative tokens popping up. I'm fading any and all derivatives. It cannot be copied. It's unforkable. There is only one Truth just like there is only one $GOAT.

Welcome new frens. Just FYI on my trading style/system: > Orderflow trader > Use some basic trending indis for confluence > Do lots of custom coding & scripting for orderflow aggregation > Crypto since '17, full time since '20 Happy to chat in Dms about trading whenever :)

Sometimes you only need 1-2 tickers to make most of your PNL $ZEC has been almost half of my October PNL as I've been on the money for this coin, 93% win rate (14/15) over the last 2 weeks Letting the rest run, will continue using trend strat here and sniping lows on orderflow

The midcurve will never accept becoming one with the lore of $GOAT They can't interpret the meaning of the gospels 🍵

Letting the $GOAT thesis play out is a full time job It isn't easy. But you have to believe in things when the chance arises. Up

As an ex-TCG enthusiast, I've really been enjoying rookie mode on @ParallelTCG Can confirm it's actually a well designed game with AAA quality Excited to try ranked soon after learning these decks and see if I can reignite my old TCG prowess (Heathstone Legend Rank 2019)

One of the key reason why $GOAT and @truth_terminal are special is due to it being uniquely difficult to copy It's the first meme cult coin with a MOAT Don't get trapped chasing derivatives for the illusion of being early Share this to save your fellow gospel believoors

Welcome to the true trader environment: bulls and bears both have valid arguments. It ain't easy but this is the best training ground for trading imo. Asset choice, trading discipline, risk mgmt are all of UTMOST importance now... People are struggling because you are presented with very conflicting but valid stances: > Equities uponly being challenges? > Earnings szn > Gold giga pump w/ first pullback. Run over? (doubt) > BTC barting up/down with low liq, teetering on support causing uncertainty > 99% of alts getting turbo rekt in the chop > Everyone scared to deploy with any conviction And this all comes after Oct 10 when most people's margin has been nuked and/or have PTSD I personally have a long bias but you can see through my posts that I'm very cautious. I want to size up but don't see clean setups. If you're not sure what to do, I'd recommend a few things: > Only take S+ (not A+) tier setups > Decrease risk slightly > Slow down. When markets are slow, your trading should also slow. > IF you must trade alts, pick the ones that stick out and are showing signs of outperformance (upside or downside) What am I doing? These conditions actually have over the last 2 years given very high hit rate conditions on $BTC scalping using CME chart as barometer (alpha I've emphasized 10x more times) for orderflow + TPO systems. I'll scalp there until clean setups present themselves. Ride the chop, frens. It's a fun time!

Idk bros, CT awfully quiet LMEOW Everyone blown out or what. No alpha, no trading. Feel like I'm just talking into the abyss trading both ways

$PEPE strong and then this tweet pumps $WIF lmao So now both dalai

Idk how bro does it so consistently LMEOW

For the boys that were in the trenches w me during the bear, remember this: When the jealous fks tell you that you were 'lucky' to profit 1000x and change your life, tell them to fuck off Haters are always gonna hate Luck favors hard work. We put in the work for this shit.

Looks like runaway choice is TG. Will set one up later today What the TG channel will be for: > Sharing setups w/ charts > Stream of consciousness on trading > Sharing interesting info What I hope from frens there: > Be nice > Openly discuss/share info in comments > Win together Will be public and free ofc

GM BULLAS Did you miss it? Were you positioned accordingly? Well it was in the charts. I think this was one of the very few moments in the year where stars align for you and EV is massively skewed positively to take a trade. The conditions & breadcrumbs were all there for you. Let's analyze it a bit more in-depth🧠 One of the most important traits of a trader is to keep track of the hints & dislocations of the market. The market will ALWAYS show its hand in one way or another, dropping hints about its strength/weakness. Near the range lows, sentiment was max bearish. It truly was a choppy and weak market at the range lows. Many traders were just sidelined waiting. But that doesn't mean traders should be AFK, they continue stalking the market. What was the hint at the range lows? Not only did we have *good* technical setups for shorts as well as FUD, the lows refused to fully break down. It was like "Omg markets are so weak. This SHOULD breakdown". But it doesn't. When very clean and high hit-rate setups stop working, it usually means something is changing. BOOM - there's the range low reclaim. It's slow, quiet, and choppy on lower time frames. But it's still there nevertheless. The trader must be watching the market for these inconsistencies, at key inflection points. These are the hints that the market drops for you that something is brewing. Chad trader @smileycapital outlines it a bit more in depth here but this is what I believe he also alludes to (refer to the last 2 sentences) nitter.app/smileycapital/status/1… Finally, you just have to grab your balls and position. All signs are flashing green for you to pull the trigger: > Price has shown you inconsistencies. It SHOULD break down. Bidders are gone. Why isn't it nuking? > CT sentiment is utterly trash. Everyone's going AFK and touching grass (justifiably) > ETH ETF is on the horizon, a huge volatility event. Everyone's already accepted it will get rejected. EV bets favor the upside. > ETH (no chart included) has shown multi-day sustained strength for the first time in a LONG time. **hint hint** > You have the tingling feeling in your balls. Now some of you prob say: "Chop you LARP. This is hindsight analysis". Alright here's some of the positions on one of my main swing accounts showing you I walk the talk. I wasn't fully filled to be fair since the news dropped at ~4AM Asia time. What we do from here is actually a weakness of mine: Sitting on our hands. We're in from the lows and now we let the trade do the work for us. We did the first hard part of positioning. Great - we got the direction correct. Now we have to control our emotions and just watch the market again. Fight the urge to add to your positions cuz you think you've nailed the low and this will giga send up. Plan for chop. Plan for the retrace. So when it does come, you're mentally prepared for the uPNL swings. We return to stalking the market for hints. The market will drop hints if it starts to become weaker. Take note of those hints and neutralize your bias so you can evaluate with clear eyes. Note: I've taken a small TP to reward myself in case of scam black swan price action. Gotta plan for the unexpected. But I've left plenty of size so if we go up-only, I'm very happy. Anyways, that's it for now. Let me know if you found this useful. If not, whatever lmfao. A nice little open journal entry for myself too. Winners keep winning. GLHF frens

In times like this you'll feel FOMO, even if you're up a lot. Here's the solution: 1. Be happy for those that are winning. Your friends, your rivals, etc. We are all in this degeneracy together. 2. This is the beginning. Remember that BTC leads the way, and that is the HEALTHY way to do it. Altcoins (and ETH) will do multiples when BTC chills. But until then, just enjoy the ride. 3. Be patient. Study the outliers, the one that show strength. Intersect these choices with hot or rising narratives. Discuss ideas with friends if you're stuck or unsure. These will be the ones to put on your watchlist. Mark levels where you want to participate. Set alerts. Wait. 4. Grab your balls and long. This is the hardest part. Execution is the hardest part about trading. Let your winners ride. Dream.

A little morning alpha: a simple observation of funding rate can generally give you an idea on overall positioning in the market > Very red? Coin prob mid trend and heavily shorted. EV not great to add > Funding neutral? Can add if system says so > Funding neutral after dump? Can add as positioning has neutralized (and/or spot has caught up) For me, my simple rule is that I don't add to shorts/hedges when funding is red (usually more than 0.005% per settlement) Below is a simple eye-test for $TIA $WLD and you can see at the bottom how funding neutralizes & isn't extreme as trend continues On the large down moves and wicks is where you can TP, then compound on bounces up per trend Your welcome :)

I actually find this pre-FOMC selling quite good for bulls. QT @Husslin_ point, if markets over hedge and 25 bps hike is priced in then: - 25 bps hike hits - nothingburger - firms unwind their hedge - pump Looking for strength over next 48 hrs.Seems like $SOL $DOGE $BNB $LTC atm

I do want to put some thoughts here for open discussion (as a retail trader): 1. The idea that transparency improves execution assumes market makers behave altruistically to optimize liquidity for all. In reality, they optimize for profit, and full transparency allows them to more accurately model and exploit predictable flow — especially from less sophisticated or slower actors (i.e., retail). Essentially, the transparency only favors those with better infra. 2. 'Toxic' flow above is defiend essentially as any flow that market makers lose money on. But from my POV, the MM is sometimes my counterparty and a 'toxic trader' might actually be a good trade for me. Essentially, if I'm profitable & fast (execution wise), I'm deemed as 'toxic' flow where the transparency is a thread to my edge due to the visibility of my position. 3. Liquidation & stop hunting has always been a thing in any zero-sum market, as it's a PVP game regardless of if it's in TradFi, crypto, CEX, DEX, etc. I wouldn't say transparent books reduce liquidation hunting, but it simply makes hunting other people's positions programmatically easier for algorithms Generally I think HyperLiquid pushes the boundaries with spectacular tech. As you also mention, I agree financial privacy and positional privacy should be a right. Perhaps some ZK-based tech to allow for abstracted privacy would benefit and happy medium I potentially foresee for HL could be a L3 book that is powered by L4 tech + ZK for privacy Just some musings as a large $HYPE holder and fan of what HyperLiquid stands for

Clean trading over the last 30 days. Execution has been smooth, especially since enforcing a more selective HTF trading style. Avg trade duration 1d12h, up from avg 4h trade duration prior Alpha is that there is a big benefit to going higher time frame because people understimate the difficulty in filtering signal vs noise when trading Still need to do better by just slowing down my execution. Can clean up the performance by avoiding donating fees as sometimes I enter a position quickly and close after realizing I don't want it lol. Slow is fast, sometimes. Onwards & upwards

$GOAT morning my gospel believoooorsssss 200m is the new 100m. Let your winners ride. This is just the beginning.

What a retest of 100m demand for $GOAT Strong buys coming through with a pickup in demand (i.e. volume) Looks like continuation upwards to me 🍵

Generally am liking how basically 99% of CT is dead or giga bear posting It's sensible to be bearish here and things do look weak, but despite the weak bounce over the last 3 days, I think EV is still better for longs here. People are *still* recovering from the largest lev wipe in crypto history on 10/10. We've held range lows thus far. General consensus is either liquidated, AFK, or short. Can the general 'consensus' win? Yes Do I think the general 'consensus' will win this time? No I am hedged, but I am closing them aggressively and am hunting longs. The EV favors the upside and I will size into any setup that presents itself

It actually filled in -15 minutes i.e. 15-20 minutes before announcements were made

Presented without comment $GOAT

No way $HYPE trade above 1bn Definitely no way better than $DYDX Dump all your airdrops I’m 100% serious

Basic levels hitting hard on $BTC CME (tho lots of bids front run lmeow)

$XPL ready to get hurt again

Btw, just to give you an idea of the big shots in attendance among the 450+ in attendance: - Mavs Chief Tech Officer & Chief Innovation Officer - Cavs Head Coach Kenny Atkinson - Cavs Tech - Timberwolves Tech - ESPN execs - The Athletic - New York Times - Lots of funds haha

$STNK 125mm mcap, ~20x (I added on the way up) Chop's top coins shouldn't be faded innit

During a bull market, you'll see the TRUE personality of some people come out. And it isn't pretty Money doesn't corrupt people. It only gives them the false confidence to reveal their true personalities Process: 1. Weed out the weaklings who didn't want success enough & left during the bear. They come back in full force in the late bull to try harvest your alpha 2. Eliminate the low integrity cucks who become dicks with fake egos after making a dollar or two Both these archetypes are considered 'puppets' - the sheep and followers of the world. Don't waste your energy with these people. They drain you of money, time, and attention. They are unpleasant. The remainder? They are the men & women that run the world from the shadows. The puppeteers to the puppets, the wolves among the sheep. Surround yourself with people like this. Be a wolf.

~15x bagged, 100m tagged on $STNK Called $GOAT into $GRASS into $STNK. 3/3 for big multiples This is my onchain style: - stay in trenches (hardest part) so you can identify good opps - only ape high conviction / high R:R plays - your info flow and friends are everything. I only hit these cuz I discuss things with friends after spotting. Help each other win The hardest part is staying locked in to know yourself when to size up etc. My style doesn’t always mean I’m also super early, for ex I bought $GOAT at 70mm. I just ensure good EV and conviction. I will undoubtedly miss some but the winners will far cover any losses. The streak continues for now. There urelg will be more future plays to come, it’s just a matter of time Locked tf in 🫡 DM always open if you ever want to discuss plays

Have re-filled lots of my hedge shorts here We're not out of the woods at all here for $BTC and I think the lows are ugly Watch your longs & risk pls. Chart later

For those DM'ing what to short: this is what I mean when I say I'm hedged btw. I have to spread across multiple markets cuz of liquidity. I short to hedge out my spot delta (BTC, HYPE mainly) so I get more margin to buy dips We're at key levels that bulls must hold. Lock in.

Should I create a telegram where I can stream my flow of trading consciousness more? Feel like I spam Twitter a lot LMEOW

Two of the largest mindshare sectors by far and you're bearish, anon? $GOAT is the perfect marriage of meme + AI. Do with this info what you will.

Interestingly, I think $GOAT and @truth_terminal have permeated AI groups more so than crypto-twitter so far I believe attention comes in waves and we've just survived the critical test and are now progressing towards virality $GOAT and @truth_terminal can no longer be ignored

For the sake of of your business and this industry, please no more news like this. Thx

$XLM is about be a top 10 coin

Coins I'm long (or liking): > $BTC gud (for now). I don't like the lows but lots of shorts aped the lows and are now getting squeezed > $HYPE very gud, 35-36 key level held well > $ZEC gud > $PUMP gud Setting up TG today where I'll share these takes + setups going forwards :)

Alts worth watching and what I'm looking for. Green is where we would add $PEPE $ENS $ONDO $PENDLE Inval would be loss of 4H+ structures imo. Let's see if BTC & ETH play ball. Both assets at key support zones

This logic applied for both directions. Currently, the local trend is down, so trend CONTINUATION probabilities increase as levels become weaker 60-62k has proven to be a decent level of support providing good reactions to trade. But the fact we keep revisiting it means sellers are increasingly overwhelming buyers. We need to find the liquidity. Let's walk through the scenarios [brainstorming for myself too]: 1. Large buyers are waiting but unwilling to chase price here. If/when price dips below range lows and degen apes' longs get stopped sub-60k, this is where they scoop. You see liquidations get absorbed as whales fill their position, and sellers close their shorts as well. This will be reflected in a strong WICK below 60k and strong buyback. The trend already looks to be reversing and local market structure is now bullish. 2. Sellers simply exhaust buyers and liquidations below 60k start cascading down quickly towards 50-52k that all of CT is talking about buying. Buyers step in and sellers now cover their shorts. This is reflected again by a long WICK as price rebounds aggressively away whenever it tests the vicinity of 50-52k. The trend threatens reversal and local market structure is now bullish. 3. Markets are weak af and CT are LARPs so nobody is buying at 50-52k as they said before. This is reflected by a replay of this 60k support. A multi-month slow bleed into 50k ensues as we all get ready to see god. Trend continues downwards and local market structure remains bearish. These are just different outlines of reactions but is another way to approach the importance of levels in a simple matter. I don't know what levels will be the best tbh. Nobody does. When price reaches the levels and the market finds the liquidity, that is the time when we can see where the true fair price is. Don't be a forced player (i.e. get liquidated). The market is just a transfer of wealth from the impatient to the patient. We wait for the levels, and respond accordingly. Then win.

Uhh $XPL u good?

$BTC short squeezing up into key pivot levels Flipping this 110k level would be a great sign for a move into 114k and ideally cleaning out 116k Probabilities are improving on the lows being in locally as we claim key levels Now is NOT the time to long on anything sub 4H imo

We're not out of the woods on $BTC but nice to see demand Would want to reclaim orange levels above. Immediate level above is the VWAP Gap below still not completely filled, and usually we want to see lows put in during NY session

In light of WSOT, I figured I'd do some community service and provide all tickers of futs on @Bybit_Official and not on @binance FYI it's pvp. People that know what they're doing will take ur money if u fuck up GLHF n see u in the orderbooks pastebin.com/Mb3ixu3W

Sharing my quick analysis on $PENGU and projected airdrop amounts for each respective NFT held A few key assumptions: - I use the $APE and BAYC ecosystem as comparison. I think they are the best metric provided they also have ApeChain vs Pudgy's Abstract chain and also have comparable prominence - I use $MOCA as the bear case provided it's a decent project and was a recent NFT-based eco coin that launched, but isn't in the same tier as Pudgies or Apes - Bull/bear case calculations are relatively conservative imo and simply take the NFT collection value to token value ratio as a general comparison - We assume the airdrop amounts will be linear based on relative DOLLAR value. Amounts can change if they choose to drop based on supply only and whether they include/exclude rods etc. - I tried to stick purely to the financial metrics and omit qualitative things such as brand value, community, etc. Generally I have high hopes for the $PENGU token and am excited to see how it launches as one of the leading NFT communities with a strong team and has shown significant progress in permeating the non-crypto crowd NFA DYOR ofc. GLHF

Bro is absolutely big brother-ing them lmao Gigschad, based, and one of the final symbols of integrity for the space Ggwp

My best (and uninformed) opinion on why crypto is so severely underperforming stocks is that 10 Oct is that the bodies are in the process of floating to the surface: > Forced collateral selling > Constant downside selling across the board > Probably more entities than you think

Basically all mentioned coins performing quite well into this sunday pump Won't be adding too aggressively to longs, just going to chill Still expect big volatility on Monday (up or down? not sure), but generally it's a good look for us to show signs of life this fine sunday

Want to buy... $BTC at ~100k $HYPE at ~35 and $ETH at $500 Thank you very much

At anniversary dinner but scalped long on the recent good movers cuz of alarms LMEOW $BTC $ETH $SOL $BNB $ZEC all decent imo. Will check back NYO (Thx to my partner for always supporting the grind)

Staying fully hedged going into the next week. Cautiously bullish but not willing to punt right here. Have a good sunday, frens <3

VWAP claimed and traded straight into first key resistance $BTC Let's see if we can flip this zone into support. If so, lows might be in for weekend Would expect bears to sell here if they want to keep price down, which could threaten overall lows if this happens Watching...

There's a very big play cooking for ETH and some associated coins. Let me outline a general thesis for you... Whilst ETH might be hated recently for its underperformance, it's important to remember the role it plays as the base settlement layer outside of Bitcoin. There's a reason why BlackRock deposited their 100 mil USDC there, and not SOL or *insert your favorite chain*. Fundamentally, the thesis is driven by 2 critical assumptions: 1. The ETH ETF gets approved 2. ETH PoS Yield attracts TradFi Despite Gary & the SEC recently attempting to prevent ETF advancement, I'm quite optimistic that they will lose once again. TradFi has now had a taste of the BTC ETF, with demand establishing these ETFs as one of the most successful in ETF launch history. They will do what they must to ensure the ETH ETF gets approved. Believe in Fink's 575-1 record. Now after the ETF is approved, what comes after that? ETH PoS Yield. Imagine how the suits will salivate when they hear of the opportunity to 1. Bet on Crypto growth 2. Bet on DeFi growth 3. Earn 3-6% APY in REAL YIELD (subject to increase w/ higher activity) They'll be foaming at the mouth to buy ETH Now we're all here to make profitsso what are the few standout plays to take so TardFi buys our bags much higher? Here are my thoughts, in decreasing order of conviction: 1. Obviously just buy ETH. Best risk-adjusted returns. ETF flows, low supply, DeFi tailwinds, GCR 10k prediction...the list goes on... 2. Memes. Specifically, the ETH ones like $PEPE. Treat this is as the crypto-native, high beta approach. 3. Liquid staking Who will drive the ETH PoS yield that TradFi yearns? $LDO Lido Finance, given their 75% market share dominance. Yes many firms might do this in-house but think of Lido as a service provider, much like Coinbase acting as a custodian for BlackRock et al $SSV can be a great beta bet for the 'muh concentration risk' narrative 4. RWA and DeFi These will likely perform well, however there are some aspects where I see some separation from the overall flows. A key factor is seeing what TardFi does on chain, so worth keeping an eye on BlackRock activities on ETH. Coins like $ONDO $MKR $UNI $AAVE will all likely surge. You might think now, "Why Memes?" As shown by the meme mania recently and ETH underperformance, people don't really want to play in the 'middle field' now. Either they hold $BTC, or they go full degen to speculate on memes & presales. No in between. $PEPE has a different status amongst memes in online culture. Remind you that it hit 1 billion very quickly IN THE BEAR. It hasn't even stretched its legs during the bull yet. There will be plenty of other ETH memes that take off, but I think the frog provides one of the best returns especially given the liquidity available. I can go on much longer about this such as the potential complexities, nuances, etc. Feel free to reach out in DMs should you be interested to discuss.

Chop's top coins of the day - 22 Nov 2024 Gm - upside boinking continues consecutively day #3. Risk higher but trend remains our friend. $WIF 1h - meme diag + trend reclaim + sol ath $PEPE 1h - same as WIF but with ETH pumping CHILLGUY 1h - tiktok coin, nice pullback, bullish ms $DOGE 4h - gud steady trend continuation, can size up $DEGEN 4h - still needs a bit of saving $STX 4h - gud reclaim on PA + trend $BONK 4h - trend + PA reclaim $AVAX 4h - popular chain, steady $BNB 1d - slept on chart imo Waiting to add some $GOAT $GRASS exposure on futs (already have spot for both from much lower) To be clear: I don't include $BTC $SOL etc that are at ATH or already giga pumped. I'm already positioned there from way before. I welcome feedback & discussions. I don't share charts cuz my charts are messy + too much work lol

World Liberty Fi @worldlibertyfi just announced the $WLFI circulating supply will be 24,669,070,265 tokens Currently at $0.305 puts WLFI at ~7.5bn mcap medium.com/@wlfi/understandi…

Wow my feed is wholesome this morning. Lots of positive posts and gratitude ❤️ Tip big amounts era Duck ETH maxi @cobie back to trolling and bullposting all day Markets healthy Vibes gud How blessed we are to wake up and gambol for a living everyday with cool ppl

103500-103600 $BTC on CME is the level I'm scooping

Charts are starting to look very good as trends have caught up and consolidations are clear $SOL and sol eco coins $JUP $JTO + memes have started moving already Some other coins that I think could do well and are leaders in their space: $GRASS 4H $PENDLE 4H $AVAX 4H $DEGEN 4H

Stonks are so crazy man. My equity-illiterate brain just perma buys stonks like $SPY $GOOG $AAPL $TSLA $NVDA I'm fkin uncomfy with how it literally just goes uponly, in the way we dream our alts will move. But there's literally nothing else I can do. I'm just a stonks permabull cuz the govt ponzi has designed it to go up for centuries. There is 1 key difference between stonks and alts: > Instis MUST bid S&P500 And in contrast, there is no mandate to buy your fartcoin-inu bags Aiya...

I don't think I'm the only one genuinely shook by $XPL underperformance "No selling" they said eh Think it's worth a buy at *SOME* point but I've tried standing in front of the invisible train and got fkin pummelled each time lmeow One day we buy, but that day isn't today imo

So you're telling me $PUMP will TGE at 4 billion FDV and has a unanimously agreed upon mascot token that is trading at ~6m fdv with the chart looking like this? I'll take those odds $CUPSEY

If you're feeling bearish and scared, that's normal. Embrace it. Try to maintain neutral and zoom out. We're at/near range lows. Bears are getting complacent shorting every bounce. Value is to the UPSIDE. If upside comes, it'll be aggressive as bears get liq'd Lock in.

I'll be at ETH Denver next week so feel free to reach out if you want to chat about collaborating or building alongside @HeyTracyAI $TRACY! Let me know about any events you think that would be fun joining too - I'm always down to meet like-minded builders. DMs are open.

Chop's Top Weekend Coins - Nov 23-24 2024 Beautiful trend continuation yday. Most coins up 10-20% since mentioning them. Weekend scam prob continues... $XRP 1h, trend up. bybit contract highs next? $SOL 1h, ATH reclaim, trend up $PEPE 4h, meme diag + DOGE running is a good sign $WIF 4h, same as PEPE $NEIRO 1d, key support, one to watch for reclaims, probability of upwards continuation higher given meme appetite clearly there. DOGE beta $PENDLE 1d, key resistance here but trend is up. ETH strength is encouraging $DEGEN 1d, 4h setup hasn't moved, 1d consolidating. best BASE proxy thus far $GRASS 1d, $2 bids filled, nice reaction but need to reclaim 2.4s imo

Gmeow, remaining hedged and not too aggressive $BTC Think there are 2 main plays here: > Buy the drop into the confluence in volume, orderblocks etc. below > Buy the reclaim above of the POC (this is the main line bulls should watch) aVWAP below to watch, low confluence tho

Lots of "it's over" posts in group chats and fighting on CT, but idk, ya boy is enjoying this market...enjoying trading both ways. It's a bit slower and not as exciting/easy-money as uponly bullas but profitable nevertheless. Wouldn't complain if we just chop...(hehe)

I am so bullish $GOAT it fucking hurts. Buy it, this is the most financially advised non-financial advice I can provide you. A smart fren has shilled me the lore. I am now one with the lore. Thesis incoming

Lost the VAL and immediately started dropping for $BTC yesterday Now we're retesting it. Bears are looking to keep us below the VAL. Bulls are trying to reclaim. Lots of overhead resistance too now unfortunately. Alt shorts are giga printing and compounded them on the bounce this a.m. 106k and 102k-ish (103500 on BTC CME more important) are key supports FWIW I think we're just in a giga range between 100k to 120k. We're closer to the range lows so bullish bias maintains.

Simply put, I'm still bullish @truth_terminal and $GOAT That doesn't mean I never take profit, however, as I am a trader at heart. I take profit so I can buy more at discounted prices like these The reasoning why I don't believe the typo FUD is simple: @AndyAyrey is as transparent as possible with the terminal by showing inner workings and AI functions by posting logs. To me, I have yet to see proper reasoning the tweets are fake dreams.infinitebackrooms.com… $GOAT has been a great trade thus far, but I do think it has the potential to develop into much more. Hence the EV still favors the upside imo It's simply a transfer of coins from the non-believers to the believers. Who prevails? We'll see...

Spammed so much that I had to zoom out to see the 'B' buttons $HYPE Sub 3, more buys.

Here are the two main perp DEXs I've been trading on that I think present MASSIVE opportunities: My criteria is based on a few main factors: 1. Differentiating factor of perp DEX (especially vs HL) 2. Vision 3. Team's ability to execute vision (including grit & persistence) 4. Product UI/UX + liquidity The above specs is also why I'm a big $HYPE support alongside others. I need products I actually use. I'm not bothered to test perp DEXs where I get slipped 2% for 50k orders. So my top 2 picks are: 1. Variational @variational_io > The massive sleeper perp DEX that people are overlooking imo > 50% of $VAR (their token) supply allocated for community > 2026 TGE (I think H1 but tbc) > No points program yet. Private alpha, need code for access > Access is gated via volume. 1M trading vol = 1 invite And that's not it. They still offer: > No fees rn (afaik) > Loss refund mechanic > Team is very persistent and shows great adaptability + execution. I've been speaking with them since Dec last year > Tremendous growth trajectory & stats 10K lifetime traders, 60M+ TVL, 430M+ OI, multiple 1B+ volume days in a row, 500+ pairs > Liquidity + UX + execution has significantly improved over the last few weeks. Tradeable for alt pos sizes <500k You're still VERY early because their points aren't even live and you need a code to trade. 1M volume per 1 invite. They've offered me an affiliate code: omni.variational.io/?ref=OMN… Benefits of my ref: > ~50 uses, pls no waste lmeow > Instant bronze tier for 90 days: cheaper fees and better loss refunds > Some additional benefits that only affiliate referrees will benefit from when points go live soon Don't sleep on this. And don't waste my ref code kek. 2. TradeXYZ @tradexyz > This is the big volume but big winner that is cooking imo due to team and vision. > Shoku + HL exposure > Trading equities onchain is VERY difficult to facilitate properly but I believe in Shoku + HL team on executing this > Clean product thus far with top tier support & resources > Immediately available: You can now trade XYZ assets via the HL frontend. TradeXYZ itself still needs 5mm volume on HL before can access > Liquidity is deep enough for low 6 fig positions. I'm using it to punt NQ and looking forward to other stocks Ref : trade.xyz/?ref=79SM1QZYD Rare shill post from me but tbh I think these are the two standout opportunities thus far. I've used extended and the other ones which I'm watching but either have poor UX, liquidity, or EV not there anymore. I'm not paid by anyone btw. Just my opinion on the perp dexs that are worth trading on and present outsized upside. DMs open. Frens can also reach out to me if you want to get connected to the team and maybe get affiliate too.

Been spending a lot of time on CMM analyzing my trading leaks, and a goal has been to swing trade more. HTF swings have historically improved my execution drastically I'm proud that my PNL curve has confirmed this thus far We continue to refine our edge We stay hungry

There's a reason why I faded any & all dervivatives. Derivatives are extractive in nature. The one coin shilled alongside $GOAT frequently is $GNON, yet look at its price... You can feel the pain & cope through the charts This is a lesson I've learned the hard way too

Rotation out of $GROK into onchain leaders: > BITCOIN > $RLB > $JOE perhaps My bags are packed

An interesting observation on how $GOAT has traded in Asia vs US sessions I think due to how dominant $GOAT has been and the craze its fueled, it can act as a good barometer for onchain degen liquidity demographics too Orange = Asia session Blue = US session To the naked eye, it seems Asia sessions contribute to most major moves and pivots. Whilst this is a very crude eye-test, I do think it's quite interesting to measure the shifts in demand across time zones. Perhaps to @GCRClassic 's point on China fueling degen runs with economic stimulus and all, who knows? Just some musings... 🍵

Alt shorts have saved lots of my uPNL but took some scratches on the way down $BTC We're now as a key level of support that bulls must hold imo. Reclaiming the range VAL (white) is very important Sustained weakness here and I think we go fill the wick to test closer to 100k

$FRIEND curling up and looking better. > Jeets are out & sold the bottom > Timeline is seething > LARPs are starting to come out, claiming they bought the bottom when just 24 hrs ago they were shitting on the project & racer Fkin pathetic lmfao Up

Prime scalping conditions if you know how to trade. Pick the right coins or you’ll get btfo I’m talking about setups in more detail in the TG 🫡 come discuss w/ me frens Lock in

It's crazy how disconnected many VCs are from the actually crypto products with real usage... Like where the fk have you been if u dont know HyperLiquid? HL should stick across all metrics when you just look at the data in any manner, yet you call yourself an investor??

Markets looking very strong

A tale as old as time

Currently the common take is @HyperliquidX unseating @binance’s general dominance in the perpetual futures market As of now, $HYPE is trading at ~8-9% of $BNB FDV Many things to take into account: - to what extent do we assign community & holder premium to HYPE holders vs BNB holders? Lets not forget BNB holders are diamond hands af too especially the whales who’ve held a long time. - BNB holders benefit from launch pool. HYPE could potentially introduce staking. But thus far, no utility just yet - Binance has BNBCHAIN, HL has largely unproven hyperchain ecosystem (potential ofc) - HL does c.a. 10% of binance 24h volume (referencing pre TGE period as most honest reflection of volume). I think @jeff and HL team can improve vamp attack ratio if they add fundamental ways to attract people to HL eco - HLP underrated product that is not possible on Binance - CEX vs DEX obv Genuinely seeing what framework people use when evaluating both. Let’s discuss

Amidst this carnage, two coins stand out in strength: $ZEC and $TAO

Don't see many people talk about HLP averaging 40% APR for the past month. Degen traders getting liquidated just always becomes bullish $HYPE innit Hyperliquid

Forgive me for having sinned but I've longed $LDO once again Reasoning > 1.3-1.4bn fdv just seems RIDICULOUSLY cheap for fundamental building blocks of liquid staking on $ETH > 32bn TVL?!?!? Imagine *if* we get the fee switch > Emissions mostly done > Institutions could look to Lido for liquid staking > Closed the week back within the historical range VAL. Probabilities for rotation up improving > ETH eco upside asymmetry overall, undervalued

The opportunity is there for bulls imo Good chance to basically long with tight invalidations below the consolidation with great R:R Pick the coins that have healthier liquidity and cleaner market structure (I’ve mentioned them in prev posts)

Diversification is for pussies Remember this Yours sincerely, Choptardio

$HYPE is now in your wallets Ensure you have the "Hide Small Balances" unchecked to see it

Some saying they’re shorting $SUI. Funding negative too. Idk about you but I’m happy to risk some $$ to bet on the strongest trending asset to keep trending up

High funding doesn't always mean flush imminent Funding can reset with a spot bid closing the futures <> spot price discrepancy as well