Blue 🗡️

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Blue 🗡️

Blue 🗡️

@bluezerone

I try to trade only with strong conviction 🇰🇷 tg channel : https://t.co/WjT8Z835kw

Katılım Ağustos 2023
5.1K Takip Edilen2.3K Takipçiler
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Blue 🗡️
Blue 🗡️@bluezerone·
I realized something while trading after that time. When I enter trades based on vague or uncertain feelings rather than strong conviction, sometimes they succeed, but most of the time they tend to fail. However, when you keep trading, there are moments when you feel like if you don’t take the trade, you’ll fall behind or be late. Other times, FOMO pushes you to take trades you normally wouldn’t. I think the hardest part is controlling your mindset so you don’t think that way and end up trading too frequently. Trades that come from strong conviction usually have a much higher probability of success. So I’m trying to trade only when I have strong conviction. Watching traders who consistently make these kinds of trades has often been helpful for me. When I see people placing large, high-conviction trades, it feels like they have their own edge in the market. Seeing that makes me reflect on whether I truly have enough conviction and supporting evidence behind my own trades. That thought suddenly came to me today, so I decided to write it down. Haha.
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Blue 🗡️@bluezerone

To be honest, over the past six months my portfolio had grown to nearly five times my initial capital, and I had reached about half of my yearly target. But after incidents like the one that happened recently and with the memecoin market slowing down, recovering became harder, and I ended up losing most of it. This year was an important one for me. Since I’ll be going back to university next year to finish my degree and start preparing for a job, I felt like this year was my one chance to fully focus on crypto so I could keep doing it long-term. Maybe that sense of urgency is what ended up weighing me down. Next year, I won’t be able to focus on the market as much as I did this year, but I still plan to stay involved consistently. Honestly, I regret giving back so much of my gains, and it’s been tough, but I see it as part of my growth. I haven’t given up. I’ll keep moving forward, slowly but steadily. I hope that someday I can look back at this and laugh, telling myself it all worked out. For now, I’ll take a break and spend some time studying. Wishing everyone success in whatever they’re striving for.🙏

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Blue 🗡️
Blue 🗡️@bluezerone·
Two days ago, I was keeping an eye on crypto and stocks that were holding up well despite the bad market conditions. For the coin it was $TAO, and for the stock it was Photonics. They both seemed really resilient, so I shared them on my TG channel. Right now, both $TAO and Photonics stocks are on a strong upward trend. t.me/bluezerone_1/5… (But almost posting in korean)
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JH의메모
JH의메모@best181p·
메모리 기업들은 현재 저평가일까 고평가일까 과거와 다른 사이클이 이어진다면 분명 저평가가 확실하다, 그러나 과거와 동일하다면 곧 피크가 다가온다는 것이다 지금 어떤 의사 결정을 하는게 현명할지 생각해봐야 한다 m.blog.naver.com/heystudent/224…
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@0xUmbreon·
Faded the quant to buy One Piece mangas at 3k each, now they're 35k each. Crazy 3 months.
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Serenity
Serenity@aleabitoreddit·
It’s infuriating that so many people capitulated their positions. Because of X influencer doomposters who are now pretending to be bullish on $MU or $EWY. Or Bank Analysts who have 0 clue what they’re talking about. 99.9% of this place was bearish and posted: - “KOPSI Crash” - “Memory charts look like Silver?” Or something along the lines of “Helium/LNG/Oil” on the way down. But now that $SNDK and memory names are ATH (or getting close), everyone is now pretending to have been bullish all long. The vast, vast majority of X are extreme noise.
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Citrini
Citrini@citrini·
I hear that $TAO is the AI of crypto which is the most buzzwordy left curve shit I’ve ever heard in my life, so naturally I’m long.
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Zinc (SWO)
Zinc (SWO)@zinceth·
Targon/SN4 thesis, my choice for the Tao subnet craze What it is: Unique decentralized GPU compute marketplace on Bittensor doing something nobody else is really doing, hardware-level confidential computing. Uses NVIDIA PPCIe, Intel TDX, and AMD SEV encryption to encrypt your data at the hardware level. Even the person running the GPU can't see what you're processing. Among large competitors, only Azure has anything remotely comparable, limited to two regions. AWS and Google have no equivalent. Targon offers H200 GPUs at a very competitive price with this capability. Built by Manifold Labs (cofounder James Woodman), which is one of Bittensor's OG teams. Core Bittensor infrastructure builders. Investors: Ram Shriram, Google's FOUNDING board member and longest-standing angel investor invested. He wrote one of Google's first checks before it was Google. Now on Alphabet's board. Tobias Lutke, CEO of Shopify. Digital Currency Group, the largest crypto conglomerate (GrayScale, CoinDesk, Genesis) OSS Capital, led the round. Top open-source venture firm. Revenue and Buybacks: Targon has real paying customers. Dippy AI, a consumer AI companion app with millions of downloads, routes 20 BILLION paid inference tokens per day through Targon. They migrated from a well-funded centralized computer competitor to Targon, choosing their decentrailized confidential compute over centralized alternatives. Blockworks (November 2025) estimated Targon, Lium, and Chutes have a combined $20M in annual recurring revenue. PANews (July 2025) confirmed Targon opened its revenue buyback mechanism with "all revenue used for token repurchase." Stillcore Capital (March 2026) claims eight-figure annualized revenue, all committed to buybacks. The buyback mechanism is CONFIRMED - every dollar of revenue goes to buying alpha tokens, and it's a claimed 8 figures in revenue per year. Other numbers: $61m marketcap 5% emission share (2nd behind Templar) 176t daily chain buys (2nd as well, tripled recently) Accelerating inflows Low root proportion (low hidden sell pressure) Root alpha is burned, not sold Nobody else offers hardware-level encryption for AI workloads in a decentralized setting. NVIDIA-certified hardware with TEE capabilities isn't easy to achieve. Confidential compute will be required as AI regulation tightens. Think HIPAA governing healthcare AI, financial regulations require data protections, EU AI Act, etc. Enterprises will soon NEED confidential compute for AI workloads, and it's the only decentralized option at competitive pricing. Targon is also the cheapest revenue-generating asset in the entire Bittensor ecosystem it seems. For comparison, Chutes is $120m+ with only $5m ARR (23x+). If revenue is truly 8 figures for Targon, they're trading at closer to 5x revenue. Backed by Google's founding investor, Shopify's CEO, DCG, deepest liquidity of subnets, positive flows, chain buys, only confidential compute. Up only 20% from the lows. Templar is up 100%+, Quasar the same.
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