Sãwsa 🐻⛓️

I have started my Substack and just published my first piece, hope you find it helpful sawsa.substack.com/p/moonbirds-su…

CARLOS ALCARAZ HAS COMPLETED THE CAREER GRAND SLAM AT 22 YEARS OLD 🏆 He becomes the youngest men's player in tennis history to complete the feat ✨

Flow state.

@Debussy100 Where do you get the op-05 from I’m intrigued now haha

@Debussy100 i keep debating it but the number of episodes to catch up is putting me off haha maybe i just do it anyways

A Post-Crash Pilot Debrief from The White Whale $62M - gone in a flash. But as was repeatedly pounded into my head in pilot training: any landing you can walk away from is a good landing. As I’ve been processing yesterday’s events, I want to share a few thoughts from a place of honesty, vulnerability, and accountability - as I always have. Let’s start with why I faced such a large liquidation, and then I’ll share some observations from the last 18 hours. First and foremost: I got too fixated on the goal. At one point this year, my unrealized PnL sat at 98 out of 100 million. Counting profits from other platforms, I had actually surpassed that goal - but because some of those platforms lacked HyperLiquid’s transparency, it became a mental game of “proof, or it didn’t happen.” Heading into late September, my thesis was that because everyone expected a dip, it wouldn’t happen - and I wanted to be positioned in case I was right. I wasn’t. But I remained calm; I’ve survived every “black swan” this year and turned each into profit before. That 100M milestone meant more than numbers to me. Years ago, I built a real-world company with that same amount as my exit target goal. But I walked away - choosing peace over profit. Running it had made me miserable; I was a prisoner to my own creation. So being able to finish that prior goal, this time on my own terms, became a form of redemption. A personal validation that I’d found a better way. I’ve always been stubbornly resilient. Knocked down, yes - but never out. That same determination that helped me survive life’s earlier chapters also made me impatient to start the next one. I wanted to move beyond daily trading and begin shaping the future of this space - helping build what comes next, not just benefiting from it. Crypto is wild, beautiful, and broken in equal measure. My background has always been consumer-first: if you do right by people, your reward eventually comes. That principle belongs here, too - and I intend to bring it here. But I rushed. I let excitement override discipline. And that’s on me. While the timeline was full of “crime season” posts (ironically including my own), I’ve always believed this: you can’t claim the victories if you won’t own the failures. Yesterday, when someone asked how I was handling it, I admitted I cried in my wife’s arms. Some mocked it with “no crying in the casino.” But I shared that moment intentionally - because sometimes, it’s okay to not be okay. Vulnerability, especially among men, needs more voices. And for the record - I’m still up for the year. I’ll recover, rebuild, and rise again. A few quick observations from the wreckage: L2 failures, once again. During peak activity, Arbitrum and Base failed me - transactions hung while I tried to move stables. Solana, meanwhile, stayed rock solid. It wouldn’t have saved the position (nothing could outrun that $3200 ETH / $138 SOL wick), but once again Solana proved it performs when it matters most and earns more of my loyalty by the day. Leverage isn’t the villain. Some rushed to say, “See, that’s why leverage kills you.” I reject that. Leverage is just a tool - like a knife, a car, or money itself. Tools aren’t evil. The hand that wields them determines the outcome. The humanity in the aftermath. Amid the trolls celebrating others’ losses - a dark side of this space I’ll never understand - I also witnessed incredible compassion. People offering comfort, solidarity…even five individuals offering to send me money to help rebuild. I refused, of course - but the gesture hit me hard. It reminded me that for all the toxicity, there’s still goodness here. Most days I’m the one offering support, not receiving it. Yesterday reversed that dynamic - and it meant more than I can express. This wasn’t my proudest moment. But every chapter - even the painful ones - has purpose. If this experience reminds even one person to stay humble, to manage risk, to remain human through the chaos, then it wasn’t wasted. Losses teach what profits never can: where strength truly lives. And mine was never in the number - it’s in the will to rebuild. 🫡 From the depths — The White Whale 🐋

Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021. Good reminder to myself to own things that I am actually bullish on, and not things I am trying to shift on momentum. Some charts look like they’ll never recover, whereas some things look buyable for the first time in a while. When everyone is making hilarious amounts of money I am always tempted to start using leverage again. It is almost impossible to fight the feeling that you’re not making enough, or everyone else is outpacing you. Good reminder that fighting that feeling and avoid the wipeouts is worth it in the end. Check on your friends, likely a bad day for many. Personally, am concentrating my bags into the things I am happy to own for the next few years, and shedding the fat. Realised I own some assets based on not wanting to miss out, rather than on some actual thesis. Days like today are much easier for me if I think my bags will bounce back, and much worse if I’m losing money owning things I don’t even believe in. Don’t let a leverage blowup dictate your long-term views. The future is bright, good things to come, patience is rewarded. 嵐の後

@statezero @sportfun would love to join this

⚽️@sportfun has been pretty fun lately i think it has legs so i made a discord server with some useful tools (many more to come) im gonna open the server soon, if you want an invite pls comment (and retweet😶‍🌫️)

🚨❤️🤍 BREAKING: Eberechi Eze to Arsenal, here we go! Verbal agreement in place between all parties. Crystal Palace to receive package in excess of £60m as Eze preferred #AFC over Spurs. Arsenal win race over Tottenham, been in advanced talks for days but never sealed.

🚨❤️🤍 BREAKING: Viktor Gyökeres to Arsenal, here we go! Verbal agreement in place between all parties involved. Sporting accept last bid from Arsenal for €63.5m plus €10m, agent will reduce his commission. Gyökeres will sign five year deal at #AFC. He ONLY wanted Arsenal. 🇸🇪

Living in my dream ❤️❤️❤️❤️ Thank you!!! 💜💚 @Wimbledon

Lineup alert: Lakers will start Doncic, Reaves, Hachimura, LeBron, Hayes on Monday.

@Sam_Obz Their cookedd broo. Fly eagles fly🤩

Memes are largely cooked for now as long as AI continues to innovate and has consistent flow of sub narratives. When memes are the only thing to gamble on in late bear / early bull they are +EV. Now.. They are over saturated, filled w/ rugs and jeets and impossible to hold.

time horizons compress to zero at the bottom, and expand to infinity at the top

People go on about being early into something but have you ever been pre-early?

@statezero @HyperliquidX Would live to try it gval

i made a full @HyperliquidX wallet tracker that supports both perps & spot and works on both telegram & discord via slash commands who need this

@PlayMoonHL Moon that

Before every parabolic run there's a brutal shakeout and this was it imo

ocean enters the chat 🌊