akhrr
623 posts


What hurts more?
a) Nailing the thesis but fumbling the execution.
You sized too small, took profit too early, let doubt win.
You were right, but walked away with scraps.
b) Or making the right call clean setup, solid reasoning and still losing.
Wrong timing. Bad luck. Nothing you could’ve done.
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@_akhrr @sawahby2oloko @Ritesh_Trades @__bleeker @princemyga @cobie You waited just to come and reply this nonsense?
My recommendation is to have a process and not follow clout chasing callers who fall away when things are down
When it’s up they they tell you they bought bottom when it’s down they tell you it was level to level
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@0x_Kun @sawahby2oloko @Ritesh_Trades @__bleeker @princemyga @cobie .Observing your words and results
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I tell people to consider if there is asymmetry - not if price is just going to go up or down
Also why I don’t play the game of shilling because even if something goes up it can be short lived and many people can lose
They shilled you fartcoin as a quality asset not even as speculative pump dump
Meanwhile they only chase clout when price up but no accountability on drop
You guys defend them hoping price goes back up but then when it doesn’t you are in a tough spot where you just spent 6 months defending the people that dumped on you and now have no one else to blame
Don’t look at their words look at their actions and the result
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@thedefivillain Cycles are intact , measure is not what does even others represent (how accurately does it represent the port of people calling for alt szn)
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@heart_ @TraderMercury They absolutely have to use algebra, that's algebra pictured in 4k
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@finalcycle324 The real hated rally is being short for a 300% move and then flipping long
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@spacepixel 1% of the total participants, that's a lot of people
The question should be why not
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@JollyDinger Dang, seeing you on twitter after so long.
As always back with a banger
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a long and very overdue gm
this last year off of X i had some wins, some losses, got rugged a bunch, but most of all- i learned a ton
and i missed u <3
now that bear markets here (except btc and xrp), it's good to be back
so here's what's going on with the market and where we are headed (imo)->
EQUITIES FRAGILITY
The good ol' boomer ponzi sure doesn't look to hot (shown is ndx/dxy correlation coefficient)
sure, equities could bounce back soon, but i absolutely HATE equity exposure for the next 10-20 years due to looming worldwide debt crisis, geopolitical risk, and upcoming agi singularity event. they have 0 place in my portfolio. equities are a literal midcurve asset on the risk scale, and during times of uncertainty and change (of which we are currently in and will be for a long time), owning middle-curve risk assets is just about the worst thing possible you can do.
more detailed writeup on my preferred alternative portfolio management strategy (which ofc has 0 equities and 0 corporate bond exposure)- the barbell approach- in an upcoming writeup
INFLATION
No, the government does not have a handle on inflation. they'll manipulate the data and tell u they do, but we are experiencing the "middle-class deathchop", where the purchasing power of the entire middle sector of society gets shredded to pieces in front of their noses without them realizing it.
2022 was really bad, and last time we had inflation that high we got 10+ years of sticky inflation
the government is printing, and we have a massive debt problem looming that can only be solved with rate cuts. once those rates are cut, inflation rebounds to new local highs.
AGI IMMINENT
i've pretty much exclusively focused on ai content and education for the last few months, as i'm convinced agi will be the singularity event of our generation. just as the car put all the horses out of carriage pulling jobs, and advanced farm equipment put farm workers out of their farm jobs (did you know that over 30% of USA labor used to work in agriculture, and now ~1%?)
so too will agi utterly disrupt the entire labor market, except this time there won't be any bullshit jobs for people to go to.
u think chatgpt (especially once it's self-driven) won't be able to do a better job than betty in hr or tim in sales?
we already know that 90% of jobs are useless/redundant, and agi gonna clip all that and put 50% of people out of work within 10 years, and 90% of people out of work within 20 years, pending robotics advancement (rate of change will be faster than previous technological revolutions due to ai exponential nature).
i cannot overstate how absolutely world-changing this is going to be- society as we know it will never be the same. we are talking mass unemployment, deflation (yes, inflation only for short term, but we get crippling deflation soon after), and a society of zombies that live off of agi-credits that keep them sufficiently alive and entertained but with no free will of their own.
SO WHAT ABOUT CRYPTO?
very glad u asked- the last year has turned me into a full btc maxi, and i have finally seen the light.
i am incredibly bullish on btc as a liquid nation-money-alternative (goodbye usd), and i think it only rises in value as society deteriorates and we increasingly move online
i don't think btc has bottomed yet, but really it's a great time to start buying/rotating those useless alts at these prices and no use trying to time the bottom. my guess is we bottom out somewhere between 60-75k over the next 2-6 months, and i wouldn't be surprised by new ath's by eoy.
really not a hot take, but yeah tldr- buy btc and never sell it, $1m is programmed in the not-too-distant future. i expect a gold during the 70s type of run for btc over this next decade. imo tryna play the 4 year cycle on btc will leave u sidelined, and i have no interest being sidelined when it comes to btc.
altcoins? not too thrilled about holding any altcoin for longer than 12 months, and never with a significant portion of my portfolio. i went through all the stages of grief as a former eth maxi, but im convinced the "app layer" thesis is a failure (goodbye eth), the casino chain thesis isn't lasting (goodbye solana) and there isn't one altcoin where the "building" and "development" isn't inherently vampiric of the networks own success.
the only altcoins i am interested in playing are ai altcoins that incorporate the token as a vital part of the ai system which is inherently value generating, or altcoins whose value proposition is rooted in "money-ness" alone. 0 coins like that exist rn, but several coming up ive invested in and am optimistic about.
ofc we can play other existing alts for swing trades for less than 12 months (i like tia swing trade), but dont drink the kool-aid and hold longterm
lastly- deep down, i reallllllly hope we do get nft supercycle 2.0 soon, but i've been wrong trying to time it so many times, so i won't call it or say it's coming. but we can hope.
thats it for this rant!
much more to come




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@Ritesh_Trades Without pf size this is meaningless,
We operate as every trade should have substantial impact on pf (to the downside)
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No fucking way you risk like this
Please tell me this is just click bait .....
Warren MUPPET@warren_muppets
After posting an existential tweet this morning that must have struck many deeply, I will ask you a related poll. How much do you risk per trade compared to your total capital on crypto?
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