story time ~ was i always a good trader? not really. I was pretty good in 2020, 2021 and 2022. But in 2024 i was average. In 2025 q1 - i SUCKED. I was long into the greatest liquidity suck and as markets plunged, so did my networth At one point, i was facing a 50% drawdown on my total NW. which was pretty big. Why was this happening? Because i was using the playbook that made me money back in 2021 to play this DIFFERENT CYCLE

1/n - The seeds of a bull market are being sown 2/n - This does NOT mean bull market now

1/n - Explaining $TAO -> A quick guide for everyone 2/n - Please do not confuse this as a $TAO shill. I have no idea what $TAO price will do in the short run. Neither do i really care. (Curious? let me explain why below)

1/n - Why i think ETH will be trading at 6k by Sept 24

https://twitter.com/Rewkang/status/1804735595111211104

2/n - @Rewkang raises a good framework for thinking about what's the potential inflow amount for the ETH ETF. Where we differ are the numbers

1/n - Pocket Aces - $LDO and $PEPE - you read my $PEPE thesis, now its time for $LDO losers to shine. 2/n - To recap, my $PEPE thesis can be found here

https://x.com/degentradingLSD/status/1764351086071063038

1/n - Why I chose $PEPE as my fighter over $WIF and $BONK 2/n - First of all, $PEPE is the category definer in its ecosystem (ETH). Meanwhile SOL money has to be split between $WIF and $BONK

1/n - A slightly more technical take on funding. TLDR: High funding doesnt mean we will nuke 2/n - Past cycle survivors will probably remember - every single month, high funding was a direct sign of an incoming nuke. Yet this cycle, we have not seen the same. What changed?

1/n - A short compilation of my thoughts on the differences between this cycle and previous cycles 2/n - Draw downs of the previous cycle in BTC have exceeded 40% on multiple occasions - whereas in this cycle we saw max 20%+ draw downs.

1/n - Crazy hypothesis - but is @DWFLabs working tightly together with @binance to squeeze out the last remaining bits of money from retail? 2/n - First, some context on what @DWFLabs has been doing. They allegedly market-make, but behave much more like pump and dumpsters - with so called "market ignition tactics"

1/n - Why i think that $BTC will go up to 40k over the next crisis in tradfi - LFG 2/n - The current crisis in tradfi - is because of US long rates rising. You had Ackman coming out to talk about it...Notice the other period in Oct - we essentially had Fed intervention when yields went too high and that U-Turned the stock market

1/n - Facts - the US Government has ONLY harmed consumers through its actions in crypto, this was done either out of malice or just pure stupidity. 2/n - The first instance was USG blocking the sale of Voyager to Binance US - the deal would have given the poor depositors 73% of what they would have been owed. Instead now they have to accept just 35%....
cointelegraph.com/news/voyager-s…

1/n - Is $RDNT going to noom down -50%? 2/n - First off, what is this $RDNT? - it's a borrowing lending defu app - much like $AAVE

1/n - $SUI tokenomics are extremely predatory. This is NOT your normal airdrop playbook 2/n - Usually i love bidding the airdrop dump and pump. However for $SUI, this is unlikely to happen as their tokenomics looks set to be extremely predatory for initial retail.

1/n - WTF happened at the banks? Contagion continued 2/n - Alot of people have talked about what went wrong. I'll do a very simple and brief walkthrough and my own thoughts on whats next from here. Obviously i am just a sloth who works at maccas so take it w a pinch of salt

1/n - The real price of USDC - brought to you from the animal who sussed out the collapse of the lenders 2/n - spoke v briefly about strange numbers from @circle - which suggests to me that they were prolly engaged in some circular growth hacks

https://twitter.com/hodlKRYPTONITE/status/1630534116868276224

1/n - Why did i just yeet 50k into $ARC 2/n - Obviously it's because i'm half retarded

Loaded an account with a 100k. Only the most degen Arbi plays. First purchase was 50k of $ARC token - Please DYOR. It's super illiquid with only 1M of liquidity in USDC and WETH.

1/n - @circle is either incompetently run or engaged in financial gimmicks 2/n - I have a thing against incompetent businesses in crypto. Usually these businesses are unable to withstand the bear market and collapse - like @BlockFi

1/n - Why @GMX_IO will fail 2/n - I called the collapse of BlockFi, Genesis - because of clear problems in how they managed risks. @GMX_IO will fail because of the same reason. Poor risk management

Why the lenders are in trouble and you should be worried.

1/x 2/x - First of all, if you have funds with a third party anywhere - get out while you can. Some will survive, some wont but best to wait till the dust has cleared.