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@fentdoteth

trading journal

Joined Nisan 2021
1.1K Following402 Followers
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shock
shock@fentdoteth·
went all in btc at 28.3k let it ride
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shock@fentdoteth·
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simon
simon@simononchain·
"there is free money on the table zcash:native funding is 91% APR on hyperliquid vs 10% on bybit/binance... please farm this for me" who is building this?
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simon
simon@simononchain·
"i highly recommend you investigate this" shilling a 36m mkt cap coin on the "biggest business podcast in the world"... @jason what are we doing man
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simon
simon@simononchain·
fairly confident most of bitcoin's relative strength can be attributed to saylor this week $strc has bought ~9,500 BTC (~$665M). today alone, 2,500+ BTC (~$185M) so far. last week the total was ~4,300 BTC (~$300M) buying has more than doubled in 7 days $strc is strategy's new preferred stock -- pays 11.5% monthly yield, tradfi can't get enough, saylor takes the cash and market-buys bitcoin curious how long they can keep this running
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simon
simon@simononchain·
kalshi pulling ahead in the prediction market "war"? kalshi has done nearly 10x polymarket's super bowl volume so far, $439m vs $49m caveat that most of kalshi's flow is routed through robinhood's frontend, but a gap this big is hard to ignore
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shock@fentdoteth·
fuck crypto im spending all my money on peter millar
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simon
simon@simononchain·
Bitcoin is getting brutally mogged by a narrative crisis it can't shake: - Too political (Trump's pet asset) - Too vulnerable (quantum risks) - Not private enough (transparent ledger in a surveillance state) Gold, meanwhile, just sits there being: - Boring, tangible - Politically neutral - Free from any quantum risk = actual flight to safety/debasement hedge /// Over time these threats shouldn't be existential but they'll weigh for a while and have complicated the "Bitcoin Story". The $1T to $10T journey will require institutional conviction at scale, which IMO - will not happen w/ narrative confusion. BTC will needs to clearly win ONE dominant story: - Quantum resistance is an upgrade cycle away (solvable) - Trump association fades over time (if BSR happens it cuts both ways: supportive short-term but risks alienating other sovereigns + creates unwind risk under future admin. Conversation for another day.) - Gold's scarcity story breaks down when space narrative grows --> asteroid mining, massive deposits on Mars, etc. Right now, thought BTC remains in no man's land, not appealing to any core constituency. - Sovereigns want gold - Cypherpunks want privacy - Institutions want quantum clarity Eventually this snaps back, violently. Maybe when gold's "physical scarcity" gets challenged or people remember why verifiable digital scarcity > "trust us there's no more gold anywhere." Until then, not sure what catalyzes us out of this.
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simon@simononchain

Bitcoin has, IMO, increasingly traded less as “gold beta” and more as a “Trump trade.” Tariff talk + protectionist rhetoric has pushed capital seeking safety amid geopolitical headwinds toward gold, while Trump’s embrace of crypto has tied BTC more closely to that narrative. An underappreciated drag today, but a potential tailwind if the narrative flips.

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shock@fentdoteth·
@keoneHD please pump this shit jfc
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ryoh 🕊️
ryoh 🕊️@ryohhno·
how does ubering from one place to another cost $20 but the DoorDash delivery fee from the same places is $5
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shock@fentdoteth·
mkt is very bad
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shock@fentdoteth·
@uduz @Derivatives_Ape hey @uduz this fucker monke stole 20eth from me last year and never sent it back - maybe you could send a brotha some $ZEC too?👀🙏
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shock@fentdoteth·
@BNBCHAIN @bouncebit is literally the franklin tempelton black rock chain (backed by binance)
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BounceBit
BounceBit@bouncebit·
BounceBit Trade aligns with @cz_binance's criteria: - Backed by @yzilabs - Perpetuals exchange - Hidden "dark" orders - Multichain
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shock@fentdoteth·
4 diet cokes 11 3mg zyns 12k steps solid day so far
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shock@fentdoteth·
@ryohhno, i need some financial advice fomc will be fine right?
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Derivatives Monke
Derivatives Monke@Derivatives_Ape·
I just made $30m from a $2.5m purchase lmao? This can't be real.. $WLFI is trading at $0.23 as pre-launch price. I thought this would rug to zero, mentally took the L already.
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Eddie Hacopian
Eddie Hacopian@EddieHacopian·
Looking for Affiliate opportunities. Just need a chance to play. Maryland career stats Avg: .324 obp: .418 ops: .922 HR: 27 RBI: 148 Hits: 231 99 BB to 98 Ks 2B: 43 MLB Draft league stats 2025 28 games Avg: .312 obp: .421 ops: .852 HR: 1 2B: 6 3B: 2 20 BB SB: 17
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simon
simon@simononchain·
The $PUMP airdrop is coming btw - and it could rival $HYPE as the most lucrative of the cycle $HYPE airdropped 310M tokens (31% of supply) worth $620M at launch. Today, that's worth $14.6B at $47 If $PUMP allocates just half of its 24% community allocation (12% of supply), the airdrop would be worth ~$648M at $5.4B valuation I expect this airdrop to happen later, likely in a few weeks though, as this would give more room for some initial price discovery for $PUMP
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Bim | Lukas
Bim | Lukas@bimXBB·
buying bitcoin now so i can buy a house when i have a wife and kids
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