thoughtsAreMine🧙🏻‍♂️

But ask yourself, before you execute any order: “Do I actually want to trade here?” If the answer should be ‘no’, but you trade aggressively anyway out of compulsion (fear, euphoria, liquidation price) You’re likely the wick - Cred @CryptoCred (re-tweeting verbatim to pin)

my full conversation today with @cobie 01:04 offering to work at Coinbase for free 06:05 the K-shape crypto thesis 10:33 thoughts on Saylor 14:39 why UpOnly hasn't come back 22:37 the last 10 years of Crypto 44:52 trillion dollar IPOs 57:02 Cobie's legendary buy wall 1:02:57 top 5 Crypto traders of all time 1:21:20 reasons to be optimistic on Crypto

@ZeMirch There a full version?

cobie interview was very good as usual

Prediction market plans to launch perpetual futures. Perpetual futures exchange plans to launch equities trading. Equities trading platform to launch prediction markets.

@Greed2Fear By EoY, where do you think it trades?

Hype sitting right at the 4H 200SMA. Lose that prolly set up a retest of 36 area.

@SwellCycle Hey, hope all is well, been a while

ANTHROPIC ENGINEER DROPPED A 14-MINUTE GUIDE. This is the fastest way to understand how real agents are built. Bookmark this for the weekend. 14 minutes. Real architecture. No fluff. What actually works. Agents → Structure → Tools → Execution → Systems → Money

Remember he called the BTC bottom after Covid but I don’t think this is close to that. Sol or Eth seem like very bad investments

@TurboUnknown Where do you think we would bottom out? Really feels different this time, like apathy/disgust I’m not sure what would make people reallocate

@thoughtsAreMin1 i was quite spot on in both tweets right now not clear read but gun to my head i think a bit lower into higher for the final push before a shitty summer

for some reason everyone just turned giga bearish

Vercel today now. Also quantum I think is almost here given vibes from Google using proofs over circuits. ai + quantum make it hard to be comfortable holding sig value on public blockchains atm I think some large participants will realize this at some pt in the books

@CryptoEthan @ZeMirch @_tolks Can make an argument that this conversation is evidence of the denial stage

feels like we're in the midst of taking a giant leap from denial towards the earliest stages of panic this weekend, it's not looking good bruv

about to print the ugliest weekly candle the chart's seen yet $hype

@TurboUnknown Back to gigabearish

and now gigabullish, lol, never change

@Sherborne_Cap Honestly I’m not, but will browse desscreener and some discord chats later and let you know if there is anything interesting.

@Sherborne_Cap Solana kinda cooked though, eth/btc 22-25 pa on /eth pair

Absolute banging advice from Claude

@ledgerstatus When is WO with Don starting?

I’m just coming up for air of a multi month Claude code deep dive and in a couple weeks they’ve released things that will make all I’ve built twice as good. I feel okay because it’s for business uses. But if I were building for the ai space I’d be completely demoralized.

$BTC In terms of the HTF since a few of you are asking, here's where I am at: > Current bias is that this is a corrective move off the lows and we either need more time to consolidate and/or lower prices before putting in a significant bottom. With that said, how we close April will alter my medium timeframe bias. Two clear cut things I'll be looking at: 1) First image - wick into the monthly imbalance, close below Feb high. Also closing below March high is a stronger signal. In this scenario, we have the near term potential to tag 80-84k but the monthly close below would suggest this is simply a re-test of a bearish imbalance before lower prices. In this scenario, my current bias would be in tact and in line with expectations. 2) Second image - close above February's open (on a monthly closing basis) and my HTF bias shifts bullish. In this case, I would be expecting higher prices, perhaps to 100-108k. Not sure I'd necessarily think the *cycle* low was in or that new ATH was coming, but that wouldn't matter too much. I'd play the 80 - 108k range. So ... I shall await April's close to come back to this ...

In my profession, I see the proliferation of AI in medicine & therapeutics every day. IMO, AI is going to proliferate every aspect of oncological and medical therapeutics....starting with individualized, tailored genome testing and proteonomics. $ABSI has funding thru 2028 plus the backing of AMD+Oracle for guaranteed computer power. What interests me about it is that it has a unique moat: it is the only biotech, public or private, that is targeting non-drug affiliated antibody targets. M&A chance is high as interested in AI augmented biotherapeutics continues to grow. IV on OTM long dated calls was cheap so I bought calls while spot price was $3.15.

@CryptoEthan @JoshuaDeuk Insert always was meme

Screening reflexive shitcoin 101 I think it’s better to trade names that are down a lot but had market attention before. Lowerlow after lowerlow Feels like this is less of a market to chase what already driven by crypto native funds with strong fundamental but more of a market to find the next rotation out of names that have been completely left behind. The way I’d screen them is pretty simple. 1. listed on many exchanges liquidity has to be there. if volume is there, once attention comes back the squeeze can happen much faster. 2. high perp risk limit this matters a lot. if risk limit is too low, bigger players and whales don’t even want to bother with it. 3. high OI / mcap this matters too. you need enough OI so shorts keep coming in, and that can become fuel for the move higher. 4. narrative we already understand I’d rather trade something where we know why it can go up, who might look at it, and what flow it can be tied to, instead of some random weird coin nobody understands. I think the main point is to stop chasing the names the market already loved, and start finding the ones that are still abandoned but have the right conditions. Even just screening like this probably removes a lot of useless names