2Lambroz 🐑 (🧑‍🍳🥩🤌)

Today is my 30th day in actively running lambroz This post is to boost my self ego, fish for compliments & maybe to thank the friends i meet in the short journey. 📍In this thread 1)Why i started lambro 2)DeFi, NFTfi I covered 3)Friends who inspire me 4)What i learnt & my goals

Hi i got in around 5m ish! sold half around 40m, ish and i added in 90m and 160m didn't jeet because i think it can be a bear case 300-500m and potential 1b or even 1b+ runner. I initially sold some at 40m because vlad hvnt tweeted and i though it was just early gamble trade but the tweet changed the whole perspective i don't really think its about how much im up but a bit more on how the trade looks even at current price x.com/2lambro/status…

i did not catch cashcat at $5m, but ill answer this question for them as much as trading is a solo game (only you can see your own true emotions), talking it through with other peers in the trade is everything the key is, when you're in a winning trade to completely detach yourself from it, and just act as an observer, who is fully calm and neutral the first time i learned this was when i accidentally bought wif and had 100x in my wallet when i came back from my honeymoon i had never seen this much money in my wallets before the first thing i did, was to take my initial and some profit (like $5k) and call my friends we talked through true narrative, how high we could see it going, not looking at my personal trade, but at the market as a whole i think at this point, it was at $20m, and we predicted that it could reach $100m, $250m, and so those became my new targets in that moment, i basically chose to "rebuy" my current position at $20m, because i still say a 5-10x in the cards (it ended up going 100x+) the harder part of course is holding, but once you agree on a thesis, potential profit taking zones, you just let it ride from my own experience, id highly recommend you take initials and tp along the way it helps you diamond hand your fat moonbag

@PhilOnChain who controls teh treasury rn?

you know what this could mean for the $cashcat treasury? 100% of noxa fees now flowing directly to it. $2m per day at current volume (!!!) send it to billions. we're not bullish enough

@elfa_ai why is the cat showing ass.. pls send help to graphic designer

how the market dip be looking at you:

@AviFelman Lets go! been early supporter ever since

ya u might lose a bit of money But at least you didnt get bear fk'ed into a lil puxxy ass side lining ass bxtch pump $cashcat

@0xLouz Made money

@2lambro How much money did you lose apein?

trick question. i aped Don't over think it, just ape ya u might lose a bit of money But at least you didnt get bear fk'ed into a lil puxxy ass side lining ass bxtch

@MINHxDYNASTY I added more too

just journaling in public, current thesis on cashcat: from the moves ive seen, the rhythm of posting, how much it seems robinhood leadership understands onchain, they are taking marketing very seriously the best marketing in crypto = a lot of people making a lot of money the highest concentration bet for them to get the highest roi is to make sure the main runner does well could go more in-depth, but that simple a = b is enough for me

I have never heard edge explained so clearly in my life to be honest. Had the pleasure of sitting down with @gametheorizing on the @1000xPod to record some top tier content, where he articulated exactly how to identify opportunities in the markets. "Someone always wants to de-risk an asset they hold. They'll give up edge to secure the bag. You're always exchanging risk for expected value. Understand that primitive and you find every trade."

@JupiterExchange jupiter is so hard working, what crypto product does jup NOT have nowadays lol

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@degentalk_hk @alturax dope

最近我一直都在抄底 $AVLT （均價大概 $0.75)。 簡單說，我覺得市場對佢的 depeg 打了一個過度悲觀的折價。 這個 trade 不是無風險，但我覺得 risk / reward 挺值得研究。 $AVLT / @alturax 本質上是一個 vault share token。 理論上，它的 NAV 應該接近 $1.09。 但因為 Mainstreet depeg 引發市場恐慌，加上項目方暫停贖回，$AVLT 價格一度由接近 $1 跌到約 $0.6。 跟其他的depeg 不一樣，今次 depeg 並不是因為合約被 hack，亦不是官方披露有資產壞賬。 問題在於 vault 裏面有部分 off-chain / RWA / private credit 部位，不可以即時 100% 轉返 USDT。 根據之前披露嘅資產，大概如下： OKX：約 $9.6M Cobo / MF-One：約 $1.27M Inessa expected proceeds：約 $21.92M 合計大約 $32.8M。 而 $AVLT total supply 約 29.64M。 所以 full recovery 情境下，$AVLT NAV 大約 $1.09。 問題核心Inessa 那筆$21.92M是整個 vault 最大 uncertainty。 最後能收回多少，會直接決定 $AVLT 最後價格。 官方一直強調Inessa 並不是壞帳，只是需要時間由相關帳戶轉到 bank account。 而目前披露資訊見到，資金的確有持續轉移，每日大約有 $1M 左右進展。 如果這個速度維持，剩低主要缺口理論上大約 12–15 個 banking days 就有機會 cover 完。 先用最保守、最悲觀嘅方式睇： 如果只計比較明確嘅資產，就算剩低 Inessa 嗰部分完全不能取回，票面價值也有$0.69。 假設剩低 Inessa 約 $12.2M，只收回一半，大約 $6.1M。 AVLT 價值就是 $0.9 換句話説，我現在看到的scenario 是： 極悲觀情境：約 $0.69 悲觀但不是最壞情境：約 $0.90 Full recovery：約 $1.10 現在價格就真的回到 0.9 了，算是我估算的Fair Value 了，所以我暫時是不會再加倉了，就靜靜地等待一步步回 Peg 好了。

@jennyukim_bnb @ShanghaoJin 🔥🔥🔥

坦白說，準備與 @ShanghaoJin 這集之前，我對「機構」兩個字的想像很扁平。 新聞裡的機構永遠是一個模糊的影子：大資金、快人一步、消息靈通。我們散戶好像永遠在後面追，追漲、追跌、追別人昨天就知道的消息。 我一直想知道，那個「一步」到底是什麼。是資訊差？是工具差？還是我們根本想錯了方向？ 所以這次的來賓，我期待了很久！ 金尚浩，前投行 FICC 執行董事，管過固定收益、外匯和大宗商品，現在經營自己的家族辦公室。這次的訪綱，散戶最想問又問不到的，我全放進去了。 📅7月15日 週三 ⏰晚上八點（UTC+8） 📍幣安廣場 傳統金融速成班第二課。 如果你也曾經在追高和割肉之間懷疑過自己，這一集，陪我一起問到底！

@m00nbank11 me too. lets go

@2lambro the cat bought the dip

ok, buy this $cashcat dip or nah?

@finnbags @BagsApp 0xC4AFc0DEF6c4aCD85B33c9b32c520b3DC7a178f5 run bags meta one more time?

devs are awake, big updates today. drop your RH ETH address below 👇 @BagsApp

@DonCorletony added more at 150m ish

@2lambro God forbid a mf consolidate

@justcountin i added more at 150m ish

@2lambro Did u feel fomo last night at 200M?

@SpeedRacer689 @RobinhoodCrypto 🔥

If @RobinhoodCrypto lists a meme from their chain in the next two weeks, things could get crazy in a good way!

@thecryptoskanda Bro is not about the creativity but the hopium and aping

罗宾汉 骆宾王 罗星汉 我先喊这几个 让老外体验一下真正的战壕 什么叫打仗不是请客吃饭 什么叫人民战争的汪洋大海 目前来看，RH的dev没有去年BNB的有创意，差远了

@0xadriandefi @austiinxbt @merts_eth @SevaFTW @0xkioto Ty

@austiinxbt @merts_eth @SevaFTW @0xkioto don't forget @2lambro

🚨 These 5 accounts called cash-cat:native under $8M mcap don't follow the Larpers & screenshot posters, find those who actually publicly bought Here they are 👇 @merts_eth -> called at $4k mcap (47,500x) @SevaFTW -> called at $70k (2,714x) @0xkioto -> called at $2M (95x) @The__Solstice -> called at $8M (24x) obviously, don't blindly follow all their plays & keep in mind most memecoins are rugs BUT when/if there is a new meta, these are the traders who will probably find it before anybody else going to start creating a memecoin trader list to keep up to date with all the potential runners time to lock in anon, not many more months of the bear market left 🫡