Pohteetoe

Feeling emotional about Azuki right now. Thanks for letting me know that the decision to enter Azuki is probably one of the best I’ve made! IKZ! @AzukiZen

I told my parents work has been hard lately. They texted back a childhood photo of me and just two words. Seeing the pic reminded me of my childhood, where I moved around quite a bit and dealt with a lot of racism when my family came to America. It was hard to make friends. but I had DBZ. I had Pokemon. I had Yu-Gi-Oh. Those worlds and games gave me somewhere to belong when I felt like I didn't belong anywhere. Now I'm building the thing I wish existed when I was that kid. An anime world with characters and cards and stories that people can play with, collect, and share with each other. And through that connection, be able to find a community. That's what Azuki is to me. Sure, we used NFT technology to create PFPs. That's our origin story that I'll always stand behind. And I'm fully aware of the negative perceptions that people have of it. But that doesn't change the quality of the physical card game that the team has poured our all into, the stories that we create, or the passion that people in the community have. We all sit down at a table to play a game of Azuki TCG just like every other player and game. Some days are harder than others. But I look at this photo and I know that kid would be proud of where I am today. Oh and the two words from my parents (in traditional asian parent fashion), were simply: "Be strong." 😂 IKZ! ✊

Today marks the 4 year anniversary of Azuki! From launching an anime inspired PFP collection in a small apartment in LA, to growing that seedling into something much bigger, it’s been an incredible journey. This year, I’m excited for the Azuki IP to continue expanding through story, games, and experiences. What matters most now is leaning into the foundation we’ve built and compounding our momentum: shipping products people love and steadily growing the reach of the Azuki world that we’ve brought to life alongside the community. Seeing Azuki experienced by new audiences even just yesterday at the TCG Invitational was incredibly meaningful to me. Four years in. Still building. Still evolving. Still here. Proud of how far we’ve come and grateful to everyone who’s been part of the journey. IKZ! ⛩️

Just f*cking do things.

Crypto is the most difficult asset to hold It will test you like nothing else in this world Most people quit & won't complete a cycle The ones that are able to hold? They will be come financially free Sometimes all you need to do is zoom out Crypto isn't going anywhere Learn to HODL= Learn to WIN

Since it's been about a month since 10/10 and coins have done nothing but get worse I think now is a good time to make a little reflection post Currently experiencing the largest drawdown I've ever been in, even though majority of it is uPNL it is still not fun I think my greatest weakness is exiting trades, it's a trait that comes with very bad PTSD from my earlier days in trading and letting go of plays like TRUMP too early, but I genuinely struggle with closing trades and it is something I need to fix badly I'm very blessed to have such strong fortitude (mental illness) because I really think a lot of people in my position would be in relatively bad bad mental space As always, I treat every single one of these moments as a blessing and something I get to learn from I'm only on year 4 of my trading career and have made it further than I could've ever imagined These are the type of moments I get to learn from that will continue to take me to a higher and higher level on a path I hope to do for the rest of my life At the end of the day I truly want to be one of the best traders in the space, that is my drive and what will continue to push me And I know that the some of the best of the best got hit a lot harder than I did I can't wait to see what I'm doing in 2-3 years from now and how I get to look back on these days and maybe even laugh at them, because when I look back on what I was doing 2-3 years ago I already do laugh Onwards and upwards always.

Pay close attention to the companies that mine/produce rare materials. The rare materials sector is no longer a niche corner of the market but it has become one of the most strategically important areas in the global economy. Rare earth elements like lithium, cobalt, nickel, and other critical metals are the foundation of modern technology. They power electric vehicles, renewable energy systems, smartphones, computers, and even advanced defense and aerospace technologies. Without them, the innovation driving our world simply wouldn’t exist. In my opinion, what makes this sector truly critical is the concentration of supply. China dominates the production and processing of rare earths and many other critical materials, controlling more than 80% of the global market. Some may think that this dominance is just an economic fact but it's more a geopolitical reality that has profound consequences. The sheer scale of China’s influence forces America and other countries to confront their dependence on foreign sources for materials essential to industry and national security. It has created an urgent need to invest in domestic mining, refining, and supply chain infrastructure, ensuring that the United States can secure its independence in this sector. The Trump-era tariffs on Chinese goods only made this dynamic clearer. By exposing the vulnerabilities in global supply chains, they highlighted the risks of relying on a single dominant producer for materials that underpin so many critical technologies. Today, with demand for electric vehicles, renewable energy, and high-tech electronics surging, the market for these materials is growing rapidly. Prices for lithium, cobalt, nickel, and rare earth elements are climbing, signaling both the importance and scarcity of these resources. Look at the roots here.

From yesterday’s events, a few key lessons: - Always keep at least 50%+ in stablecoins, and diversify them across different CEXs, hot wallets, and cold storage. - Minimize leverage as much as possible - if you can, just buy spot. - Take profits when you have them. Nobody ever went broke by cashing out, no matter how cliché it sounds. - Don’t use cross margin, don’t keep everything in one place Yesterday was both a massive collapse and a massive opportunity - the kind of event where some made millions in minutes, while others lost everything. Personally, I keep 70%+ in stables, so I managed to come out almost flat. I know people who bought the absolute bottom or ran arbitrage and walked away with 6-7 figures in a matter of minutes. And I also know people who got completely wiped out. If you lost - stay strong. Learn from it and move forward. I’ve been in that place before, and I know how hard it is to find the mental strength to keep building after losing it all. But often, these crises become the exact turning point that pushes you to a new level - both in income and in personal growth. If you didn’t lose anything but also didn’t make money - don’t feel FOMO. In an event like this, walking away flat - or even down just -20% - is already a win. That’s all. Stay humble. Learn to be happy with what you have - if you already have something, you’re ahead. And above all: don’t overleverage.

The Oct 11 Crypto Crash — What Really Happened TL;DR: Roughly $60–90M of $USDe was dumped on Binance, along with $wBETH and $BNSOL, exploiting a pricing flaw that valued collateral using Binance’s own order-book data instead of external oracles. That localized depeg triggered $500M–$1B in forced liquidations, cascaded into $19B+ globally, and earned the attackers about $192M via $1.1B in BTC/ETH shorts opened on Hyperliquid hours earlier, but minutes before Trump tariff announcement. It wasn’t a USDe failure!! It was Binance’s design flaw, timed with macro panic (Trump’s tariffs) for cover. What looked like chaos was actually a coordinated exploitation of Binance’s internal pricing system, amplified by a macro shock and systemic leverage. 1️⃣ The Setup Binance’s Unified Account let traders use assets like USDe, wBETH, and BNSOL as collateral. Instead of oracle or redemption prices, Binance valued these using its own spot market - a major vulnerability. On Oct 6, Binance announced a fix to move to oracle-based pricing, but rollout wasn’t until Oct 14, leaving an 8-day window. 2️⃣ The Exploit During that window, sophisticated actors manipulated Binance’s order books, dumping ~$60–90M of USDe, driving it to $0.65 on Binance only (still ~$1 elsewhere). Because the Unified Account marked collateral to internal prices, this instantly wiped margin value and triggered $500M–$1B in forced liquidations. Then, Trump’s 100% China tariff headline hit, magnifying panic and liquidity stress. 3️⃣ The Profit Engine The same day, fresh wallets on Hyperliquid opened $1.1B in BTC/ETH shorts, funded by $110M USDC from Arbitrum-linked sources. As the Binance cascade unfolded, BTC and ETH cratered, those shorts netted $192M in profit before closing out at the bottom. Timing, precision, and funding paths all suggest coordination. 4️⃣ The Contagion Binance liquidations dumped BTC/ETH/ALTs into thin books. Other exchanges mirrored the collapse through cross-market bots. Market makers hedged across venues were forced to unwind everywhere. Result: $19B+ global liquidations, with many alts down 50–70% intraday, all triggered by <$100M of manipulated collateral. 5️⃣ Who’s at fault? Binance: design flaw + delay in oracle rollout = root cause. Exploiters: executed and timed the manipulation, profited via external shorts. Ethena (USDe): not at fault - protocol stayed 1:1 collateralized, redemptions normal, peg held everywhere else. 6️⃣ Aftermath Binance admitted “platform-related issues,” promised compensation for affected margin/futures/loan users, and rolled out minimum price floors + oracle integration. USDe remained operational, and the incident is now a case study in how exchange-side pricing errors can trigger system-wide liquidations. Bottom line: A ~$90M dump on Binance and a $1.1B leveraged short elsewhere sparked a $19B bloodbath. Not a stablecoin failure, but a masterclass in exploiting flawed collateral valuation during peak macro stress.

I want to share some thoughts about what’s happening in the market right now..not just in terms of charts or prices, but in terms of people, emotions, and the brutal mechanisms that keep repeating over and over again. Once again, we’ve seen what the Smart Money is capable of doing: for their own gain, they can wipe out hundreds, even thousands of people in a matter of hours. It doesn’t surprise me anymore, it hasn’t for a long time but it still hits hard. It’s yet another reminder of how naïve it is to “believe in fundamentals” in a world that runs almost entirely on speculation and liquidity. Bitcoin, crypto, stocks..it’s all the same game. Those who know end up crushing others. Those who don’t, get crushed. And only a small minority manages to move fast enough or think independently enough to survive. What hurts me the most isn’t the manipulation itself..that’s part of the game, and we all know it. What hurts is the human side: the people who just lost everything or almost everything, who are now frozen by fear, unable to act, unable to even click “buy” or “sell.” These aren’t necessarily reckless gamblers. Many of them truly believed, studied, and tried to understand. They cared, they wanted to build something but now they feel broken. That’s the tragedy of every market cycle: behind every liquidation candle, there are real people, real stories, and real pain. From a technical point of view, yes I did expect a correction. I had marked a potential top around 124–125k and a retracement toward 116k. That zone represented a clear area of inefficiency, a cluster of unmitigated orders stacked there. The market structure had been showing exhaustion for days: lower momentum on higher highs, funding rates skewed, and perpetuals showing too much open interest concentrated in one direction. Still, I didn’t expect it to be this violent..to wipe out so many positions so fast. What happened was a classic liquidity sweep: the market created a false sense of continuation, drove price above previous highs to collect breakout traders’ liquidity, and then sharply reversed, triggering cascading liquidations all the way down. That’s how the Smart Money reset the game: •They clear leveraged longs. •They collect liquidity where everyone feels “safe.” •They trap late sellers into the bottom of the move. The market did exactly what it always does: it liquidated the majority, collected the liquidity, and reset the playing field. This is the eternal pattern and it never changes. The market first makes you believe the trend is safe, then it punishes you right when you’re the most exposed. And when most people are left broke, scared, and out of the game, that’s when it quietly prepares to move in the opposite direction. Technically, this kind of washout has a few implications: •Liquidity has shifted meaning that, unless new structural weakness forms, price now has room to recover. •Derivatives open interest dropped massively, cleaning excessive leverage and setting the stage for a more sustainable move upward. So, while I’m not saying we’re about to make new highs (that has to be evaluated step by ste) it now makes more sense to look for long setups in areas of reclaimed liquidity, rather than joining the panic and shorting into oversold conditions. That doesn’t mean buying blindly. It means acting with logic, patience, and a cool head. Remember: after massive liquidation events, markets often move into reaccumulation phases that look boring, flat, and indecisive..but those are the moments when smart capital quietly builds positions again.

the peace i have today came from all the times i got liquidated. those failures built my mindset. that is all you need to bounce back. sharing the series of personal market stories i wrote in the past which could help you build right mindset in tough times 🧵

the market crash was as brutal as covid, especially when you look at those deep long hunts on alts. people with 1x leverage also got liquidated. i could console you all day, giving you false hope too. but that will not help. the only thing that will help in the future is understanding the risk attached to perps. what is the point of losing everything you have in order to farm a few points. they are making you gamblers while throwing you a dream of making life-changing money. trader kols are marketing that dream on the whole of ct while many of them are underwater themselves. you are simply trading against black swan events. it would take a single news or announcement to wipe out everything you made. you can only survive as a perp trader when you are disciplined with regular profit-taking, when you stay away when the whole market becomes too greedy, when you sniff bearish signals and take them as warnings, when you spend enough time to get that maturity. that would require sacrifice of capital and peace over the period of two cycles to be able to reach a stage where you could make enough money from all those quests you decided to walk on. if you think perps will change your life overnight, yes they will, but in the opposite way of how you want. i am writing this from my own experience of blowing away 99% of my wealth in perps in the past, and finally getting free from that addiction, and hitting the best mental health state after being in the worst state where it felt like ending life at one point. the only thing that helped me recover and grow was breaking that addiction and finding something else to explore, even if it required me to quit crypto for over a year. just take a break when you feel like you are broken by crypto. do not even feel shy joining the gig economy if that helps you survive. hard work is the only way to reach the state where you truly feel successful even with less money. just pick something you enjoy and do hard work. no other thrill can beat the joy of earning bread for you and your family through hard work.

The biggest crypto crash in history 🚨 Here’s what happened: The crypto market suffered one of the worst crashes in its history on October 10, 2025 After President Trump announced 100% tariffs on all Chinese imports. More than $9.5 billion in liquidations happened in 24 hours Over 1.4 million traders affected Bitcoin fell -12% to $105,896 before recovering to $114,707 While Ethereum crashed -18% to $3,574, erasing more than $200 billion in total market cap within minutes. Pre-event context On October 9, China announced new export controls on rare earth elements, which make up 70% of the world’s supply. (This created early fears of another trade war) On October 10 at 16:00 CET, Trump posted on Truth Social: “China has taken very hostile actions. Massive new tariffs on Chinese products are coming.” But at 21:57 CET, Trump made it official: “Starting November 1, the United States will impose a 100% tariff on all Chinese imports, on top of existing tariffs.” He also mentioned new restrictions on “critical software exports.” Bitcoin dropped from $121k to $105.8k (-13%). Ethereum collapsed from $4,368 to $3,574 (-18%). Solana, XRP, Dogecoin, and Cardano all lost between 15–25% in minutes. The biggest single liquidation was $87.5 million on HTX, a BTC/USDT long position. Binance saw around $2.5 billion in total liquidations, followed by Bybit ($1.8B), OKX ($1.2B), and HTX ($800M). Even smaller platforms like Hyperliquid recorded $400M+ in forced liquidations. The most catastrophic event, even worse than FTX or Covid Wild.

I’m going to tell you something NO KOLs or “market experts” will admit. NONE of them knows where the markets are headed including me. Here is the reality: Macro peeps: We all could do chart crimes and do correlations to suit our narrative. I’m able to push out a bearish topping chart and also post bullish bottom chart Fundamental peeps: Why overvalued keeps staying overvalued? TA peeps: If you do trending strategies, this mean reverting environment will chop you dead. Vise versa. Your indicator says bottom. But price drops further and your indicator repaints. Jokes on you. For everything thing else peeps: Cycles / Seasons / Liquidity whatever else, it works until it doesn’t. Remember that M2/BTC chart everyone sharing?Even its creator, Raoul Pal, just took profits.| For the bears: You can be bearish all you want. This is Trump era. It’s crime season. All you need is one move from Trump, like sell gold reserves for BTC. We will instant see $1M BTC. Always be invested a portion no matter how bearish you are. Keep a moon bag. My advise: Develop market instinct. Build your own conviction. Control your own risk ( profit-taking and stop-loss!!) Find asymmetric opportunities. That’s all you can do. What’s my current positioning? I mostly stabled my portfolio at the August top and have been slowly buying dips since I’m sitting on a lot of cash. Most of my cash will be deployed In Q4 making one of the biggest trades I will take. Couldn’t get allocation thru VCs, I’ll buy on the public markets. Will talk about it more soon. This is the most obvious trade of a lifetime for me. Invest safe my friends.

$ASTER is now CONFIRMED part of the $BNB ecosystem (see image below) Look at the suite of products #BNB offers Every single business venture they start They end up being the best at Binance, BNB Chain, Trust Wallet, CoinMarketCap YZILabs All of these companies are #1 in their chosen fields Now you have the newest BNB product $ASTER, which had one of the most impressive first three weeks that we've ever seen 2T+ trading volume, 3m users, 5B open interest, 10x more volume then competition, top 35 crypto project, just naming a few Still trading below a 3.5B market cap today ASTER might be the most undervalued asset in the crypto space today. Criminally undervalued. I would imagine this is your last chance to load up on ASTER before it sends to all time highs in October ASTER will be the #1 Perp Dex this cycle There is no doubt about it ASTER MODE

speaking of $BNB eco: at least 3 new memecoins have gone from 0 to $100m - $200m market cap in the past week alone this has created the most PvE atmosphere we've seen in the trenches in ages there are two main catalysts for these new BNB chain memecoins going turbo parabolic: 1. CZ i.e. his active or perceived interaction 2. Binance listing expectations however the most asymmetric trade on BNB chain right now isn't any of these new memecoins it is CZ's dog (i.e. BROCCOLI714) which is currently sitting at a measly $37 million market cap this is despite: - being listed on Binance Alpha - being listed on Binance perps - Being listed on Binance spot as a result, i just sized into this for a few Xs from here we've literally had three new memecoins hit $100 million very rapidly in the past week alone because they got an interaction from CZ + Binance Alpha and people are anticipating that Binance *might* list them meanwhile CZ's own dog which he has meme'd in the past, engaged with, and listed on Binance perps & spot is sitting at a mere $37 million market cap this is the most asymmetric trade on BNB chain right now IMO and i think it reprices aggressively to the upside soon i know there was a lot of drama around the BROCCOLI wars at the time, and many BROCCOLI coins launched however, only one of them got listed on both Binance spot and perps: - binance.com/en/trade/BROCC… - coinmarketcap.com/currencies/bro… i think it is THE winning BROCCOLI and it is the one i bought! PS: i originally shared this trade idea in my Telegram journal 10 mins ago as i always share new trade ideas there first: t.me/unipcsjournal

Azuki x H. Moser & Cie Introducing Elements of Time. A watch collaboration rooted in Swiss craftsmanship. Anchored on Ethereum. A tribute to the timeless, and to the onchain.

Ready for the unexpected? Engage with this tweet to turn the clock forward.

➮ Before we start... I know how hard it is to make your first money in crypto That’s why I’m giving away $1,000 to 5 of my followers each To join: Like, RT and drop any comment Results in 24h

Kun troops 🪖, rally in the trenches—lock and load!" 💥🔥 $ikun $bonk