Greg Dunc∩n

this is my equity curve between my margin + IRA accounts since I started trading (5.5 years) it's taken me a lot of time to improve and feel like I can be a profitable trader, and I think one more full cycle under my belt and I'll feel pretty confident in my ability to trade any type of market tons of thoughts shared below as I reflect on today's action: — what i'm proud of when looking at equity curve (EC): - during bad markets (we haven't had a ton of them) I'm pretty decent at getting out of the way and not trading, so outperformance is pretty easy there - I haven't withdrawn any money from margin account whatsoever, and have only added to it to get above the 25k mark when I first started (shout out to my parents for helping me with this) - I used to have horrible FOMO or be super emotional with PnL swings, heart would beat fast etc - don't have FOMO and don't have a single trade in 2025 that I've labelled as a FOMO trade. in relation to heart beating fast - this has gotten much better even as size / account has grown, huge positive as I continue to scale what I can improve on: - everything else (position sizing, edge identification, sorting between high EV setups and lower EV setups, situational awareness, psychology) —  some other thoughts on the shape of the PnL Curve below: -basically from end of 2022 to this year, I wasn't fully locked in on trading because I was spread too thin, focused on my training for qualification to Olympics - which is where the dormant years come from. I felt like it was better to not trade and just watch rather than be split emotionally - every big jump on the curve is an IRA contribution, which I've maxed out every year. compounding should work wonders by the time I can withdraw (I'm 26) - boom and bust cycles are real - this has been one of the hardest things to overcome personally - thinking every move is going to be a huge winner & then giving it all back, or simply just overtrading after good periods - it's definitely hard to be profitable if you're focused on too many inputs at once - work, school, training, family, life, etc so learning how to prioritize is almost as important as locking in your strategy — even if I made no more progress for the rest of the year, I would consider 2025 to be a big success because I've: - made it out of multi-year drawdown - got comfortable trading more size relative to acct balance - understand my own strategy better than every before - listened to the ruleset I've created for myself to trade in 2025 - have added new tools (sentiment, futures, etc) to the toolbox and will continue to improve — if I traded the April bottom like I just traded this period I would be close to a double on the year, but of course it's never that easy so yes - all this to say trading is hard. it's a weird combination of being engaged, but not overly aggressive, or too passive, to make a difference on your acct balance at the end of each year but, beating the market can be done, and there are tons of traders on X who are up absolutely massively this year that you can learn from for free, pretty insane when you think about it —  I don't know how much higher we go - the moves do seem pretty unreal, so my focus is to continue to find those high EV setups like $OPEN and trade them for what they're worth, and then move the money elsewhere until the music stops playing all it takes is a couple of good months to motivate you and show you what's possible if you take things seriously and actually CARE put yourself out there and learn, share, and work every day to become better...

@manuhomez @carsonbhoffman @quinnslcm @AlecHndez @calebsloop legends

“let us greedily enjoy our friends, because we do not know how long this privilege will be ours.” - seneca

@trq212 ok i use CC thru VS code does this work or not the intended use i’m non dev but you guys have made my life 10x

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

@KillaKreww hahahahahahahahha

Speedy was trying his HARDEST not to burst out laughing while DJ Khaled talked about how nobody believed in them 😭💀🔥

@aaronjfeeneyy PIT MASTER

something about the circle of people i surround myself with on X that makes you feel optimistic about life. truly a special app if curated properly.

@MichaelDBrandt @ketone this goes hard

K Force Ones.

@Coopz___ the only other person he did this to was Steph at the olympics lol

You can tell by Bron’s reaction that he’s never had a teammate who could look him in the eyes like this before

@quinnslcm just send the text

I’m not good at the whole ‘2 phone thing’ So I’m going to try dual SIM’s. Would be very cool if I could switch to a workspace setup and personal setup on one phone

@quinnslcm miss u king

@JohnGoldman super cool, please keep sharing

Apparently I'm really good at training. What I mean by that is that I have an unusually high response rate to stimulus. According to Alan, my fitness response coefficient is 0.20.meaning I get 33% more aerobic adaptation per unit of training than the average athlete in Alan's model. This actually tracks with my prior experience. I don't think my high response rate is unique to running. Various coaches across various sports have said in one way or another - you adapt QUICKLY. Whether it was cross fit or Muay Thai. Hell, I even got "good" at yoga pretty quickly. Lucky to see this pattern replicated with aerobic training and super cool to see alan's data highlight it.

@daviddorg when do you start? how do you recommend people with internet money jobs go about doing this?

You know something is seriously wrong when one of the top creators on YouTube is going to these insane lengths to minimize his screen time We made a wrong turn We need to change course I am going a year without screens and publishing my brain scans, cognitive testing, and tons of other biomarkers to make the costs, whatever they may be, more obvious Because to be clear, this way of doing things is costing us a lot, and we can’t keep doing it

@zachpogrob attatata boy

Progress Hungry all the time Still running/cycling 90 minutes/day

@Mavs_FFL the boys

AI gotta be stopped 🤣

$FJET been watching this since it IPO'd. love the way it's building after the high volume days in mid feb

eventually $TSLA will get its act together right?

$PLTR looks great too

$WULF looks extremely explosive

@edgeful @andrearslanian FACTS

how to stop blowing accounts: stop forcing trades that don't fit your setup. @gregduncan_ @andrearslanian

Ran an analysis on this paper with Claude. some findings: The Benefit-Risk Calculation the Paper Makes The authors do attempt an explicit comparison. In adolescents, the reduction in risk of COVID-19 hospitalization per 10,000 individuals was −1.14 for first dose vs. unvaccinated and −1.45 for second vs. first dose, which was larger than the increase in risk of both myocarditis (0.08 for first dose vs. unvaccinated) and pericarditis (0.31 for first dose vs. unvaccinated). However, the reduction in risk of COVID-19 hospitalization in children was −0.02 for first dose vs. unvaccinated, which was lower than the increase in risk of pericarditis (0.22). (nih) That last sentence is the bombshell they buried. For children aged 5–11, the paper's own math shows the cardiac risk from the vaccine outweighed the COVID hospitalization benefit. That's not emphasized at all in the abstract or conclusions. How Their Rates Compare to Other Sources The rates of heart inflammation reported by the UK Medicines and Healthcare products Regulatory Agency were 13 and 8 per million after first and second doses, respectively, compared with this study's estimates of 27 and 10 per million, respectively. (nih) So this study's myocarditis rate after the first dose is roughly double the official UK regulatory figure. The authors don't explain why. This discrepancy alone should have warranted more discussion.

@chriswoods @Hybridathlete do a 20min all out effort, i promise you will

@GregDuncan_ @Hybridathlete There’s no way at I can reach my running HR(max) on my bike.

If you’re looking to add biking to improve your aerobic capacity, you need to understand this: Your biking max HR is likely 10-15 bpm lower than running, which means your training zones are completely different. Here are mine after almost two years of training both: