Norbert Madarász

@DaanCrypto Having a bunch of alternative asset ideas helps to avoid fomo

One of the biggest edges you can have isn’t always a strategy. It’s self-control. Same setup. Same rules. Same execution. The moment you lose self-control is when losses usually can become a big streak or spiral out of control.

@Ken_LoveTW I am so happy I have found you. It was somewhat clear that this strategic move from the U.S. is about the petrodollar system and China. What I did not understand is why the hesitation from China. Due to your previous explanations it is now clear.

This War in Iran is About Crushing China’s Currency. Trump is crushing China’s Petroyuan dream and winning the global currency war. Most people think the conflict in Iran is just about nuclear weapons. They’re wrong. This is about oil, the U.S. dollar, and the global financial system. From Bretton Woods to the petrodollar, and now China’s push for the petroyuan, the real battle isn’t happening on the battlefield—it’s happening in the monetary system. In this video, I break down why Iran matters, why Kharg Island is critical, and how this conflict is directly tied to China’s attempt to challenge U.S. financial dominance.

@muninn Happy I've found you and your content! Insta bought the collection, greatly appreciated :) Happy holidays!

@robs0x @DaanCrypto @DekuTCG Looks already revisited

@DaanCrypto @DekuTCG Is this not a gap?

$BTC There it is. The last major CME gap has now also been closed ✅

@Crypto_Chase @0xbobbert Looking forward to it!

@0xbobbert It's all about looking at the chart as a whole and understanding it's "story". Maybe next Whop vid I'll try to go over how I knew 121K needed to hold.

Reflections on the flash crash (Oct 10 2025) -As a trader/personal growth Intuition, gut feel, and experience are your strongest assets. I KNEW that 121K needed to hold or this market was cooked. I wrote it in the quote tweet below 12 hours before the crash occurred. "BTC has no business giving obvious retests such as 117-115K and it has no business back at 110K, IT WILL CRASH THROUGH IF SO. 121K is the KEY level to rally from. Here and now or it’s a wrap." Reading that, you'd think I made a killing off the flash crash. I shorted once 121K broke and TP'd / longed near 100K because I knew 117-115K wouldn't hold and we'd crash through 110K. But you'd be wrong. While I suffered basically no losses (outside of a typical stop out, long 121k, SL 118K), I did not capitalize on my thesis that the implications of holding 121K were so extreme (as I stated in multiple tweets and in replies to other influencers). I literally said (before the crash), that yesterday was the most important price action of 2025. A ton of talk, but not a ton of action. The lesson here is to act and execute RELENTLESSLY based off strong beliefs and that no price is too far away. Preparation is key and limit orders are an amazing thing. There's a story from Dante about when he really believed in a trade and told Navinder, Nav leaned over and said "do you really like that trade?" And Dante said "yes, it's a really great trade, I really fucking believe in it". Nav leaned over and sent him full clip into the market and said "if you REALLY like it, you need to trade a size like you really like it". Now.. this isn't saying to max lev up every time you believe in a trade. In fact, I'd advise against it. But if we can take one thing from this conversation between two professional traders, it would be that if you really believe in a trade.. if you feel it in your guts.. if you KNOW how extreme the implications are of a level holding or not is.. THEN FUCKING TRADE LIKE IT. It's a financial tragedy (to me), that I did not capitalize with how clearly I understood price. The second 121K failed, I should have shorted, set TP's to sub 105K, and set limit buys sub 105K, because that was my STRONG BELIEF about what was going to happen when 121K broke. And I legit said the words clearly in the quote tweet, I said we'd crash through 110K. SO WHY DIDN'T I TRADE LIKE IT? So much confidence about what price would do, yet so little action. To be fair, I didn't expect it to occur the same day, and that was a miscalculation on my behalf. We haven't seen true flash crashes in like years and I was not prepared. If I woke up today and saw BTC still hovering between 110-117K, I likely would have set limit bids to sub 105K. Alas, I NEED to trust myself more. FUCK what everyone else says. I apologize to you guys, my community, for not having a more concrete psyche and steel trap mind when we needed it most. I received DM's from some of you saying you closed out lev / stabled up after losing 121K, I'm glad I could help some of you, but I wish I was more clear with execution, for ALL of you and for myself. I will do better. I'm going to take some steps soon to reduce the noise around me and really lock in because I know I'm one of the best market readers in the game, but the execution just isn't fully there yet. -As a community/space As ruthless as this may sound, I welcome the flush, and I hope we flush further. CT has become a laughing stock compared to what it once was. People purposely fake PnL (to where they don't care that experienced individuals will call them out) while they gather follows and paint a picture to noobs that ultimately lead to their demise on days like today. Every trencher is making 400K per day, everyone is a millionaire off airdrops, no one ever gets stopped out, large influencers literally deleted tweets of their 115-117k bids since yesterday (yes I went back and looked to see their stop outs, tweets deleted). EVERYONE is doing well and no one is losing, except you (and the very few transparent influencers that remain). That's the picture today's CT presents. A place that was once for sharing trading ideas and supporting each other has turned into constant fake posts, scamming, and insane amounts of noise. You can't short without getting bullied off the platform and you can barely even long. Every position is met with extreme resistance and know it all reply guys, hence the need to reduce noise. Is not reading comments really the only method? I remember Joe Rogan once said he doesn't read comments because most people are just outright wrong and it'd be impossible to correct everyone even if you tried. Maybe when it comes to trading posts, I'll mostly stay off the comments. I am hoping this flush cleansed the space a little, but reality is I doubt it. The urge to gamble is simply too strong and everyone and more will find their way back. -On price action It was a decently nasty move for sure. Bulls want 108K to hold now, with that wick simply being an anomaly. ETH tagged 3.4K again, a nice Daily level on the chart. I wonder if Tom Lee's quant saw it coming (his trade invalidated btw, price never tagged 5.1k before crashing way past 4k). Just wanted to put that out there since it was such a spectacle at the time and I got shit on relentlessly for not following the herd. Hopefully yall TP'd before his quant's target. Back to PA.. there's certainly levels to watch for reclaims and I'll talk more actual trading in time, but the thought I want to entertain for now is why crypto? If you're expecting Trump to back off the tariff talk and for markets to keep pumping, why choose crypto as your asset of choice? SPX, Gold, NVDA will all certainly rally to new all time highs, provide nice and clean price action, while BTC chops for weeks at a time, maybe gives a +6% day once every couple weeks, and full retraces any move that looks genuinely strong (that's the meta since August). I just truly don't see a reason why anyone would choose swing longing crypto over stocks or gold, UNLESS this was the event that will cause crypto to lead. If that's your belief, then power to you, although I don't personally see that at the moment. Additionally, it's a shame how much power single individuals and entities have over crypto price action. It's terrible. Back to Tom Lee above when he put the bottom in on ETH by blasting billions (with the support of a naive community) at 4K. We can now see where the real demand was, and it wasn't at his "quants" level. Also the HL insider who made $200m today off this move constantly shorting and holding down price for days. And yes, I understand these things happen in stocks as well, but stocks have simply been trading cleaner with goal oriented price action (taking liquidity -> making new ATH's, etc). Overall, I see more corruption in crypto, less clean price action, and the exchanges all fucking suck and crash anytime a good opportunity comes. I simply don't see the benefit in trading crypto over stocks right now. -On life I lost my grandfather (basically my dad) a bit over two weeks ago. There's a pain with me that losing money can't compare to. No matter how much you lost, remember that you have life. And remember you can make it back. If you did it once, you can do it again. If you have health, if you have family, you have everything you need. Those two things give you everything you need to be successful once again. Learn from this crash. Allow this very tough experience to shape you into a stronger and more brilliant version of yourself. Pressure makes diamonds as they say. Don't let the experience go to waste. Cherish your family and your life and get back on the fucking horse. We got work to do. Best wishes to all of you and let's all be better moving forward. -Chase

@krugermacro @KeepinNatty Appreciated!

@KeepinNatty NVDA, TSLA, GLXY, MSOS and want to go shopping next week, would have more names after I fill

If Trump-Xi reach an agreement, no impact aside of a leveraged flush out, helping build a stronger base with new hands. If Trump-Xi do not reach an agreeent, and 100% tariffs on China kick in (early November), we are then headed for a recession. Given Trump's track record, my chips are on A. That does not mean things are great in token-land. There are too many tokens, which is reflected on weak price action. Forget about alt season unless extraordinary conditions come to fruition. Furthermore, most tokens are from a prior era (pre-regulatory clarity) and suffer from poor value accrual models. Only BTC and a handful of higher quality tokens are worth holding onto. But things are great in the industry. It is growing rapidly and is being progressively incorporated into Tradfi. Great opportunities will continue to emerge, even though the game gets harder and harder. Somewhat paradoxical, I know, but real. Have a look at equities. Crypto now is somewhat similar in the following way: most equities do poorly while indices and the market's favorites, mostly tech stocks, roar. Analyst often talk about this and about how diminishing market breadth is bearish, when to me is just a symptom of winners winning. Good idea to partially reallocate from crypto to equities if too heavily on crypto.

@degentradingLSD Well done chief!

I hit $PUMP, $ASTER and $XPL - all documented in real time. You can either believe that it was just luck or you can adapt your mental model so that YOU can catch the next big thing.

@NNovaDefi @MTorygreen Swift's operating revenue was 941M$ in 2022 (with 914M$ operating expenses, which is quite inefficient). So that would be my starting point instead of transaction volume.

@madnorb @MTorygreen The math is off. You have to look at the transaction volume that will go through Link when Swift uses CCIP. 5 trillion a day is the volume. Transactions on Chainlink CCIP will be paid in $LINK. That's why everyone is so bullish.

Confession: It took me a while to understand @chainlink. It’s just an oracle network, right? Not even close. With CCIP, it’s evolved into so much more. But less than 1% of people understand why. Here's 7 threads explaining why $LINK “2.0” could yield 100x returns: 🧵 of 🧵s

@MTorygreen @NNovaDefi What would be your valuation model using actual numbers?

@NNovaDefi @madnorb You also can’t use PE ratios to value $LINK. As a utility token it must be valued as exactly that - a currency. Metrics like PE, EV/EBITDA, EV/Revenue would only work for dapps whose only utility is rev share. TradFi people still don’t get this.

@MTorygreen @NNovaDefi Chainlinks fully diluted valuation is around 7B$ (Aug 2023) during the bear market. Swift's net income is 50M$ in 2022. Using a high 40 P/E ratio, Swift's mcap estimate is 2B$. If link is the new swift it's still overvalued.

4️⃣ @NNovaDefi explains how Chainlink’s partnership with SWIFT could bring trillions to the industry:

@RealVision @SBF_FTX @FTX_Official @RaoulGMI And here we go 🤗, it wasn't the bottom... Somehow I am not surprised.

@RealVision @SBF_FTX @FTX_Official @RaoulGMI I will bookmark this for future reference :)

"I think the unwinding that had to happen, has happened..." @FTX_Official CEO, @SBF_FTX joins @RaoulGMI for a fascinating discussion on everything from macro & #crypto markets to #ETH 2.0, #web3 & the future of the space as a whole. Watch FREE 👉 rvtv.io/3AEPW8z

@thomastthai Did you consider this strategy? youtube.com/watch?v=JxteNj…

How do I say this... liking those previous tweets doesn't tell me what you would do. When you type out something, I might get a sense of what you would do. :)

#LUNA will likely reach $63. So here is an example of two real tiny buy orders I have to test out my thesis about these levels. See the picture. I leave the $63 buy limit order or cancel it and add that fund to the lower level given the market is tanking. What would you do?

@thomastthai Do you have a typo there? $60,000-$12,000=$48,000.

Simple example (varies w/ exchanges): You buy a #BTC position at $60,000 @ 5X leverage. Liquidation % = 100 / Leverage = 100 / 5 = 20% $60,000 x 0.20 = $12,000 Your position will be liquidated if #Bitcoin price drops $12,000 from $60,000 to $48,800. 7/x

NooB: What is liquidation? Liquidation happens when a trader has insufficient funds (the collateral) to keep a leveraged trade open. It is triggered when the Mark Price hits the Liquidation Price. 1/x #Bitcoin #BTC #crypto #investing

One unexpected upside of the culture war is that it makes kids more eager to learn. Kids love forbidden knowledge, and this has been growing rapidly as more ideas get banned.

@hibernatebear_ @fermatslibrary youtube.com/playlist?list=…

A company that hires three qualified employees vs a company that hires 100 underqualified employees to do the same job.

Dimitri Does Disco by @DimitriParis via #soundcloud soundcloud.com/dfp/dimitri-do…