dima

Started this account 6 months ago with $10k. Now at $100k. So happy to have come this far, but we are just getting started.

Risk is repricing since Warsh's first FOMC. The Fed held but leaned hawkish, no forward guidance and a 2026 hike back on the table, 2Y yields at a one year high and the dollar surging. SPX, gold and crypto have all sold off since. bitcoin:native is back under $63K with market breadth near total red. The stress is bleeding into the MSTR complex, where $STRC has depegged to ~82.5 against par as $MSTR slides on the day. aster-2:native has fully retraced yesterday's buyback pop and then some. solana:megaA5QDK1qLXtjpvg9oCFMvxT9d5BCMrVTBddnM5kV the lone standout, still green on MOSS. Full card below.

Another story that we broke first, minutes ahead of other aggregators, only on our telegram wire ↓ t.me/CredoWire

hyperliquid:native tagged new highs again yesterday, one of the standout runs of the cycle on real usage and steady buybacks. plasma:native strong all week into today's Plasma One launch. @Kairos_Res flagged earlier that only ~400 wallets hold the 100k plasma:native a Platinum card requires, so nearly every upgrade means buying plasma:native on the market to qualify. aerodrome-finance:native and $VELODROME sold into the $COIN event but have stayed bid since, July merge still ahead. Majors pulling back after the early week run, some risk off creeping in before the FOMC. Details below. Hyperliquid

waiting for fable 5 to be unlocked so i can continue working on projects... :((

@ScottPh77711570 godspeed with the recovery 👊

Scathed

holy shit justin gaethje great fight and also ciryl gane amazing perf vs perreira

x.com/Dmitry_Dima/st… been running live versions of this + others. had a few technical issues but this is last 30days (no point shower earlier as I was running other strats on these acc and cant be bothered for now to make fresh subs).

@SalsaTekila @cubantobacco likewise did things that opus/gpt could never do in 2 days...

@cubantobacco I did more breakthrough in 40 hours of fable than a week of opus 4.8 Similar credit usage

gg I hope everyone built all of their spec and PRDs in the 48 hours we had access

@AadanAwale oh yeah its so good

@Dmitry_Dima same here man fable been cooking lately

okay so far 2 hours with fable and very impressed (coming from 5.5 openai)

lmao fable 5 just commented on one of my scripts ""you built a Ferrari engine and bolted it to a cart with no brakes" 🤣🤣🤣🤣

@pedma7 very nice idea

gm, back on desk i have a new idea im going to spend the next week and beyond if need be, working on. when I was on vacation, I wasnt able to work much on research, because the process right now is very inefficient in several ways. I want to be able to take an idea anywhere, build it out, and it spits out the results at the end to send into a probation wallet and then if it passes it, graduating it to the main wallets. imagine i bring a bunch of ideas on my pipeline anywhere, and i can just work on the code to build out the new signal or portfolio construction method, or new data processing method, etc, and it follows this nice funnel to the result. thats what i want. i have everything else built out. its just tying these processes together in a click of a button, which will be interesting to do. i dont want to be tied down to my desk to do simple research. i like to work anywhere I am. so that is what I am going to take on next. to make my research process as factory like as possible. using agents along the way to verify things. the signal building will always be me, maybe, i cant have it autonomously without me knowing what it is. i also want to keep in touch with the code, otherwise will get messy and ill lose confidence in the output. so the human intervention will be there but the process along the way can be extremely optimized.

@JozyWearsPrada jtx.com/?ref=dima_

@Dmitry_Dima drop the link anon

@HyperliquidX pls make all crypto perp index

The biggest crypto story of the year. First to break it. We just relay what we pick up, you form your own take. Posted on Credo Wire first ↓

despite saying 30d its a new fully automated strat that's only been running 30days, nothing to do with trend, momentum carry etc. early days, but getting excited.

@JozyWearsPrada it's really good tbh - very nice mix of trading/day to day life examples. recommend.

@Dmitry_Dima Been meaning to read that one, how you liking it so far

reading the nature of risk by justin mamis, great so far.

the market anticipates, the more you know, the later it is.

some play to win, others not to lose.