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Shady
18.3K posts

Shady
@shadymd_eth
Neurosurgical Resident 🧠 and Trench Specialist 📈 | 100x Trader💵 | Not Financial Advice |
가입일 Kasım 2021
1.6K 팔로잉2.9K 팔로워

@zerohedge Where do you think USD1 falls into everything at the end of the day
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Regime shift really kicking in: gold -13% since start of the Iran war, bitcoin +6%

zerohedge@zerohedge
Gold tumbles below 5K as Bitcoin jump to $73K. The regime shift divergence is accelerating
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Your portfolio probably dropped today and your chest feels tight.
That’s not a metaphor. That’s your vagus nerve.
When you experience a sudden financial loss, your brain activates the anterior insula — the same region that processes physical pain. An fMRI study at Stanford showed that losing money activates identical neural pathways to being physically struck.
Your body doesn’t know the difference between getting punched and watching your portfolio bleed red.
Here’s what happens next: cortisol floods your system. Your prefrontal cortex — the rational, planning part — gets suppressed. Your amygdala takes control. You enter fight-or-flight.
Fight = revenge trading. You double down. You add leverage. You try to “make it back.”
Flight = panic selling at the bottom. You dump everything at the exact moment smart money is buying.
Both responses feel logical in the moment. Neither is. They’re survival instincts misfiring in a financial context.
The surgical move when a patient crashes on the table: stop. Assess. Don’t act until you have information. The worst outcomes in surgery come from reflexive action under panic.
Same with your portfolio. The worst trades of your life will be the ones you make in the 60 minutes after a crash.
Close the charts. Go for a walk. Let your cortisol baseline reset. The market will be here tomorrow.
Your brain is lying to you right now. Let it finish before you make a decision.
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While everyone is panicking about price, something actually important happened yesterday that most of CT missed entirely.
The SEC and CFTC just issued their first-ever joint guidance on how crypto tokens should be classified. Five categories: digital commodities, digital collectibles, digital tools, stablecoins, and digital securities.
This is massive. For years the biggest risk in crypto wasn’t price — it was not knowing if the SEC would retroactively decide your token was a security and sue everyone involved.
That era is ending.
Most tokens now fall under lighter CFTC oversight, not SEC enforcement. The framework moves away from case-by-case prosecution toward predictable rules.
In medicine we’d call this going from “every patient gets a different diagnosis based on which doctor they see” to “here’s the actual diagnostic criteria everyone follows.”
It’s not perfect. But it’s the most significant regulatory clarity crypto has gotten in the US. Ever.
And it dropped on a crash day so nobody noticed.
Save this post. Come back to it when the market recovers and people pretend they always knew regulation was getting better.
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from the "rainy day" fund to the "rainy era" fund
as the global order shifts, you need to reassess trust assumptions
- do you trust European institutions with your capital? American ones? Southeast Asian ones?
- what if they enact new processes citing "unprecedented conditions" around currencies, commodities, and conflicts?
- there is no need for panic, but there is a need to re-assess your exposure to systems that rely on trust assumptions you forgot about because "nothing ever happens" is not true anymore
- this is an asymmetric action. there is no downside to doing it, but there's huge potential downside to not doing it, albeit at a very low probability
- everyone knows of the "rainy day" fund. a set of liquid money you set aside to cover for unplanned short-term expenses
- the next step is a "rainy era" fund (there probably exists a better name for this idk, maybe "sovereignty insurance")
- if you're in crypto, you probably already have a version of this. you probably hold some combination of btc, eth, sol, hype, zec, usdc/usdt, and probably gold
- you also already know that the CEXes you use to custody or transact with these assets are also institutions, and thus are susceptible to wartime policy changes
- this is all very basic stuff that's easy to forget, so I would simply recommend:
i) audit where all your funds are stored and the trust assumptions and jurisdictions and policies for withdrawals for them. account for different time horizons. maybe this is over in two weeks, but maybe it gradually shifts boundaries for years. who knows, your job is to mitigate risk
ii) *make sure you are not neglecting self-custodying your assets*
iii) make sure your self custody setups are well thought out. MFA, hardware wallets, hot/cold wallet setups. a card or two for ensuring you can actually spend these or trusted OTC desks
iv) this one is a bit more paranoid, but ensure you have assessed the risks due to a lack of privacy. there are scenarios where asset seizures or retroactive rent-seeking could happen as anything you do that's tied to a cex deposit/withdrawal can be traced trivially. you can be barred from moving your money across your own accounts, etc if they're in different spots.
this likely won't happen, but again, it's asymmetric in risk management in that your downside for preparing is zero but your downside for not preparing is colossal
this is why crypto exists. build your own sanctuary fund to secure your and your families assets in the case of further escalation that requires no reliance on institutions that will just do whatever they please
mert@mert
the global word order is collapsing all trust boundaries between nations and you are bearish crypto trillions
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@cryptorover Oh so multiple world powers are aligning against other world powers
Don’t like where this is going
Feel like we’ve seen this before
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@_Shadow36 Bro did you see my post on PVP, sadly it’s our evolution engineering us to be shitty. Not everyone is strong enough to overcome it
x.com/shadymd_eth/st…
Shady@shadymd_eth
Are you sick of the PVP, constant fud, people bringing each other's projects down? Lets look at why people PVP instead of helping each other eat? It's not just toxicity. It's neuroscience (🧵1/9 )
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All some people wanna do is talk shit on people and projects as soon as they wake up just to be cool with the other random losers they met online and feel accepted😂😂😂😂😂
Niggas got the game so backwards
You would rather be remembered as an internet troll who was liked by others losers, I would rather help others, retire my family and go on about my life and be forgotten.
Never seen a more miserable group of subhumans in my life.
Shits actually sad
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@zerohedge I feel like looking over the Epstein files make me feel literally insane lol
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🇺🇸US MAY UNSANCTION 140M BARRELS OF IRANIAN OIL TO STABILIZE MARKETS
In a striking development, Treasury Secretary Scott Bessent hints at easing sanctions on 140M barrels of Iranian oil 'on the water,' equivalent to 10 - 14 days of global supply. Primarily destined for China, this could help curb soaring prices amid Middle East unrest following U.S.-Israel strikes.
This aligns with recent relief on Russian and Venezuelan oil, signaling a calculated push to stabilize volatile markets.


ClashPicks@ClashPicks
🚨 BRENT NEARS $110 AS WAR RISKS SPIKE Oil is surging on Middle East tensions, raising fears of supply shocks via the Strait of Hormuz. Where Will Brent Trade by Friday, March 27? clashpicks.com/event/crude-oi…
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@rasmr_eth That’s their cortisol spiking, prefrontal cortex in disarray, and amygdala on overdrive
Fight or flight
They don’t know the trenches like we do
Steady hands brethren
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@Crypto_TownHall Everything is moving on chain in front of your eyes
Just open them and position yourself
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ECB TAPS INDUSTRY TO BUILD DIGITAL EURO INFRASTRUCTURE
The European Central Bank is seeking industry experts to help design how the digital euro will function across ATMs and payment terminals.
The move signals active development of real-world payment integration, bringing the digital euro closer to everyday use across Europe’s financial system.

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@SatoshiFlipper Probably an easy arb opportunity rn too, no way that doesn’t move in one direction that should be able to hedge in
Come out on top either way
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36% on Polymarket for 0 Fed rate cuts in 2026?
WHAT??
This is the easiest bet you will ever win. LMAO what do you guys think Trump was talking about when he was interviewing Powell's replacements? Pretty sure he has implied guarantees in place from Warsh. You're not getting that appointment without telling Trump you will get rates lowered. Literally all Trump talks about is lowering rates. It consumes him.
Yet here we are ... 36%? 🤔😏

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