sergiuschz

I built an open-source backtester for @Polymarket. 10,814 real markets. 18 strategies. 180-day backtests in under 5 seconds. Free. No signup. MIT license. Thread on what it does and why I built it 🧵 distank.github.io/polymarket-bac…

We probably should write this down: the Vault just crossed $1M in total PNL app.hyperliquid.xyz/vaults/0x65401… It’s not something you see very often — earning $1M+ onchain for an audience. The most important part is choosing the right stage of the market. After that, the market does 90% of the work for you. I’m glad I was able to generate that much profit for subscribers fully onchain, without fake screenshots. A lot of this fast result was luck too. Personally, I made around 100% on my deposit in the Vault over these 82 days since launch. Another important point: Account Value is only around $1.6M, while total PNL is over $1M. To me, that’s a good sign — it means many of you are actually withdrawing profits, which is exactly what you should do. In other words, a big part of the profit has already been realized. I hope this Vault taught at least some people something useful in practice: how important it is to act rationally, reduce risk in some market phases, and increase it in others. It could have easily played out very differently — we might have spent several more months, or even a year+, chopping around the same entry levels or going slightly lower. That never changed the core idea from day one. I explained all along what I was doing and why, and I’m not planning to move away from that approach. As I wrote before, the closer BTC gets to $100K–$120K, the more I’ll be reducing risk and rotating not into BTC, but into stables. And once BTC makes new all-time highs, I’ll cut alt positions aggressively — I won’t care whether they’re up 5% or 5000%, I’ll mostly be locking gains into stables. And again, from the start I said the Vault was part of my RISK portfolio. In normal market conditions, my usual allocation is around: 40% BTC / 40% stables / 20% RISK I believe in portfolio management with weekly rebalancing. In average market conditions, I’m around 40/40/20. Near bull market highs, I’ll move toward something like 60% stables / 20% BTC / 20% RISK. And after brutal selloffs, I’m comfortable pushing RISK above 40%. Also, once again: people drawing lines on charts are either lying to themselves or to you. In my opinion, technical analysis is basically like astrology. You can always find “matches” the same way you can find personality traits for every zodiac sign. Nobody knows where price goes next, and nobody can know — except insiders. What really works is insider trading, fundamentals, and value. The whole retail trading education market is mostly one big scam. There are no magic traders. Sometimes there are inefficiencies, and some people exploit them, but they won’t teach you how. In my opinion, the only real edge an individual can have is to deeply understand a sector, evaluate the long-term potential of technologies, projects, and companies, invest gradually, and then wait, wait, wait — reassess, and wait again. Markets will always rise and then fall. That’s how they live. Once again, thank you — and congratulations. Don’t be greedy. Take profits. Diversify. Move step by step. This is only the beginning. #Bitcoin #BTC #Hyperliquid #Vault #Crypto #Investing #Onchain #PortfolioManagement #RiskManagement #BullMarket $BTC $HYPE

Chainlink says four leading protocols with more than $3B in combined TVL have decommissioned legacy oracles or bridges and are migrating to Chainlink infrastructure over the past four days. The list includes KelpDAO, Solv Protocol, Re and Tydro. KelpDAO is moving rsETH cross-chain infrastructure from LayerZero to Chainlink CCIP after the rsETH bridge incident. Solv Protocol is standardizing $700M+ in tokenized Bitcoin assets across SolvBTC and xSolvBTC on Chainlink CCIP. Re, an onchain reinsurance protocol with $475M+ TVL, is migrating reUSD from LayerZero to Chainlink CCIP as its exclusive bridging infrastructure. Tydro, a non-custodial lending protocol on Ink built on Aave infrastructure, is migrating from its existing oracle setup to Chainlink Data Feeds after an oracle-provider security incident. BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

As promised, every Thursday we’ll be summing up the weekly results of the Vault — epoch #11. BredoStrategy Vault: app.hyperliquid.xyz/vaults/0x65401… The Vault started on February 17, when BTC was at $67,960. ————————————————————— BTC since last week: +6.22% ($76,500 → $81,260) Vault profit since last week: +$574,139 ————————————————————— BTC since the Vault launch: +19.57% ($67,960 → $81,260) Vault profit since launch: +$597,503 Vault all-time high. Feels like there is a lot to say, and at the same time I don’t really want to say much. This was exactly what the Vault was created for. We could have waited a year+ for moments like this, or they could have happened this week. They happened. I’d say 20–30% of what I created the Vault for has already played out. Now we wait for the remaining 70–80%, then close the Vault, wait for new pullbacks, and so on. Thanks everyone. Everything is just getting started! Previous reports: April 30 — t.me/DoCryptoBred/1… April 23 — t.me/DoCryptoBred/1… April 16 — t.me/DoCryptoBred/1… April 9 — t.me/DoCryptoBred/1… April 2 — t.me/DoCryptoBred/1… March 26 — t.me/DoCryptoBred/1… March 19 — t.me/DoCryptoBred/1… March 12 — t.me/DoCryptoBred/1… March 5 — t.me/DoCryptoBred/9… February 26 — t.me/DoCryptoBred/8… ———————————————————— BredoStrategy Vault: app.hyperliquid.xyz/vaults/0x65401… Hyperliquid referral: app.hyperliquid.xyz/join/BREDOSTRA… BredoStrategySubs: docs.google.com/forms/u/0/d/e/… #Hyperliquid #HYPE #Vault #Bitcoin #BTC #DeFi #Crypto $BTC $HYPE

Just tried this airdrop wrapped from @otomato_xyz $86.4k farmed across 29 airdrops. Top 0.45% of all hunters. Big up @HyperliquidX @zksync @VeloraDEX for the bags Claimed the legendary badge along the way. How hard did you farm? airdrop-wrapped.otomato.xyz

Summoning my favourite protocols [TAG PROTOCOLS WHO SHOULD JOIN] to join the movement! ETHGas is introducing the Open Gas Initiative, eliminating gas fees from the end-user experience Learn more: ethgas.com/open-gas/ x.com/ethgasofficial…

Just unlocked my Gas ID via ETHGas 🪪 I'm a Hero Jack with 3.7971 ETH spent on gas since Beacon Chain - now fueling my climb to the Gasless Future and earned 2500 Beans already. Reveal yours at ethgas.com/community/gas-…

I’m trading future events on BNB’s newest prediction market. Get 10% off your trading fees when you join me on @Predictdotfun. predict.fun/?ref=9323C

In on $AZTEC! Join the movement bringing privacy to Ethereum. The public sale is now live - register and participate today. sale.aztec.network/share-tile?til…

Up Only claim.superformfoundation.org

The beanstalk is sprouting stronger! ✨ Teaming up with Gassy Jack to climb the beanstalk. Collect beans through quests and unlock epic rewards in our gas-free world. Who's in? 👀 ethgas.com/community/onbo… ethgas.com/community/onbo…

Just unlocked my Gas ID via ETHGas 🪪 I'm a Hero Jack with 3.7971 ETH spent on gas since Beacon Chain - now fueling my climb to the Gasless Future and earned 2500 Beans already. Reveal yours at ethgas.com/community/gas-…

Linea airdrop confirmed! I just checked my allocation, seamless experience with details on eligibility and amounts. Don't miss out! Check yours: linea.build/hub/airdrop?ea… #LineaAirdrop #WenChecker

@EndlessProtocol @Ryrik @fiddybps1 @eidalfred_

⚫️ Modularists, the window is open. Fill the form, claim your Endless Genesis Role 🎖 → Early-bird perks → Become a founding architect of the decentralized AI cloud 🤖 ✍️ Activate here: forms.gle/SV3T2ZMT3QjcNb… When agents awaken, your mark will echo in the cloud. 🌱 #Endless

MoneyBadger waitlist just dropped on Paradex! Use my code to get on the waitlist (5 available) app.paradex.trade/wl/maxbull87

Almost time for the Badger Brawl, Answer the call or miss it all. Waitlist’s live, don’t wait too long, 24 hours — then it’s gone. app.paradex.trade/waitlist

🏁 IN THE MOMENT 🏁 T-3 into the race weekend 🇬🇧 All eyes on 6 FREE new @redbullracing moments and new Abstract badges, designed by @TimpersHD & @0009ine 🎨 Look out for special prizes too 🎁 By Gate, on @AbstractChain July 4–6 (2 drops/day, 00:00–23:59 UTC daily) Stay tuned for more info! #InTheMoment

FHmfSftTDrdhaPRmKkwHZYvB8bnRE18CTQX19v9hpump I have already written about #Stoptrump and will continue to do so. The market is terrible, a huge number of people have lost their money on memcoins, solana is 130 and it is very difficult to find really worthwhile projects at such moments. This is exactly the kind of project that #Stoptrump is. The team continues to work even in such a market and does not think to stop. This coin, in my opinion, will be at least 10 million in the near future. Stop Trump, stop all these crazy people

Token - #StopTrump Bullish narrative. Today, one person’s word can make the crypto market rise or fall. Is this the cryptocurrency we want? That’s why #StopTrump was created—to challenge the system and promote independent cryptocurrency. I expect at least 5M in the next week. CA: FHmfSftTDrdhaPRmKkwHZYvB8bnRE18CTQX19v9hpump