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再次刻舟求剑。
好消息：前三轮周期里，新高后大概跌一年才开始反弹。
坏消息：这次才跌不到两个月。
东风躺平@Yminnn4
回顾比特币前三次四年为周期的减半行情，新高出现在减半后1-2年内。此次减半行情已持续一年多，这轮新高会出现在何时？
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东风躺平
1.4K posts
东风躺平
@Yminnn4
期权交易员 | 不务正业的PhD | DEFI | 项目调研 | 撸毛 | ex-GameFi youtube频道: https://t.co/mPcVNe2mZZ
Metaverse Katılım Mart 2020
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东风躺平 retweetledi
How to fill your "free time" as a trader:
The majority of success in trading comes from waiting and letting positions work.
So how do I fill my time with things that make me a better trader & investor, without forcing trades?
The full guide...feel free to bookmark + use:
Do Deeper Research:
> what's a stock/theme that everyone's overlooking
> find cases of unusual options, volume, or activity
> study thematic maps + changes over time
> dig into geopolitics
> study history of markets
> positioning, what's crowded vs forgotten?
Education:
Youtube channels:
> @Qullamaggie (swing trading mechanics)
> Harvard Innovation Labs (business acumen)
> Institute of Trading (retail trading)
> @Wordsofrizdom (conversations with traders)
> @tbpn (business acumen + news)
> @DumbMoneyTV (retail + social trends)
> @theallinpod (tech news + vc banter)
Substacks:
~ @agnostoxxx's (good mix of macro, ideas, thoughts)
~ @zastocks's (trading principles, lessons, research)
~ @citrini (all around, thematic deep research)
~ @market_sleuth (experience, vix + data, lessons)
~ others based on your style
X interviewers:
- @MollySOShea's interviews (ceo's, executives, top names)
- @patrick_oshag's interviews (investing + market legends)
- @amitisinvesting's interviews (ceo's, public companies, leaders)
Data dropping favs:
+ @ConnorJBates_ (data, charts, sentiment)
+ @WallStJesus (surveys, price target changes, etc)
+ @KobeissiLetter (deep analysis, news, data)
Books:
= Reminiscences of a Stock Operator (psych + cycles)
= Market Wizards (pattern recognition across styles)
= The Psychology of Money (behavior > strategy)
= Poor Charlie’s Almanack (decision making)
= The Outsiders (capital allocation)
Use "free time" to get smarter on markets, business, and how the game works.
Observing:
> use @finviz_com's (or other) screeners for top gainers/losers, most active, unusual volume, etc.
> what headlines dropped + how did those assets react?
> which names have relative strength consistently?
> what doesn't make sense?
> what's the full picture? equities, bonds, crypto, metals, derivatives...learn how it all correlates.
Producing Content:
- you don't have to be an expert, but share your ideas, thoughts, and research...the amount of alpha I get from you guys is insane.
- can be comments, posts, videos, anything
- but make sure it adds value + something new to the conversation
- you learn 1000x more/faster by teaching
Reviewing performance:
- use some of your "free time" to go back and review the past few months/years.
- what worked? what didn't? why didn't it work? what should I change?
- where did I break my rules?
- average holding period, % performance month by month, etc
- know what makes you tick. find your weaknesses. use data to understand your style
Building + Tools:
+ @perplexity_ai's Computer (best all around imo + deep financial research capabilities)
+ claude, gemini, etc are options too
Build research tools, scanning tools, indicators, journaling tools...just create something that gives you an informational or execution edge.
Physically Leave The Screen:
> go for a walk
> lift weights
> take a nap
> hang out with kids
> drive around
This isn't everything, but it's a start on how to best use your "free time" during, after, or in between trades.
The edge isn’t doing more…it’s doing less, with better information.
♥️Luc
English
@Maxandzero 目前没有专门做主动回撤控制，主要还是靠资产配置和半年一次再平衡来限制风险，所以月度最大回撤更多取决于标的本身的波动特征和仓位比例。后续可以试试阈值触发再平衡，看能不能在偏离过大时更早修正风险暴露
中文
在今天各种暴击下, MNT成了一道亮丽的风景线, 可以多看大家的思路和观点, 但真正下单还是要忠于自己的仓位、性格和观点.
东风躺平@Yminnn4
分享下币圈里面的操作 1. BTC 破 7w 后已上到5成仓。剩余仓位等大跌分批卖5W左右的Put收权利金，跌破就接货。 2. 把 BNB 换成 MNT：BNB 回撤 ~50%，MNT 回撤 70%+，同样反弹周期里弹性更优。现在主用 Bybit/OKX，平台币适当配一点仓位
中文
东风躺平 retweetledi
我打算准备3月份搞一次专场，介绍我正在运行并且回测良好的BTC期权策略，以争取大家的提前投入。我会尽量讲得通俗易懂，在获取信任以及透露机密之间掌握好平衡。不过讲得通俗一定不会完整透露机密了，因为机密通俗不了。支持不支持？
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