Matthieu Shelby | Trading Underground

2.1K posts

Matthieu Shelby | Trading Underground banner
Matthieu Shelby | Trading Underground

Matthieu Shelby | Trading Underground

@trading_under

Degen trading & Chasseur de pépites en full-time 🇫🇷 10k to 200k pour ce #bullrun 🚀💸 Tous nos trades 👉 https://t.co/nYSleSgv9Z NFA/DYOR

Katılım Temmuz 2023
531 Takip Edilen2.3K Takipçiler
gosha
gosha@defigosha·
How do I make 1-2 SOL (80-200$) a day using @MeteoraAG? Very simple, actually. This is basically my strategy below. Every couple of hours I go to Pool Discovery (my filters atm are mostly empty, only choosing DLMM. Thne, I filter by highest fees and choose only new tokens (2h - 2days max, preferably under 12h). Only thing I care about are RAW fees. I can asses Fee/TVL myself, for new tokens it is mostly similar. Key is a -70% or -80% bid ask. I do it for EVERY token, no matter where its price is (although it is very low I may opt to -65%). This ensures I catch the falling knife and accumulate fees, and eventually pumps back just a little bit - because of the bid ask it mostly negates above. The screenshot below is only for today and tomorrow. The only loss is where I made a mistake and entered -55% position, if I did -75%, I would be in profit. Misclicked and decided to leave it this way.
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gosha@defigosha

Bear market and relatively low activity doesn't really mean you have to sit down and do nothing. I wasn't actively LPing for some time, but today, using @MeteoraAG Discovery, it takes me 5 minutes to find and open a position once or twice a day. Each day I earn 50-200$ on these small wins, and I hope they will compound. The strategy for those more or less passive and easy LPs is really simple, and I will share it here tommorow!

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Mr. Beefman 🥩
Mr. Beefman 🥩@0xMrBeefman·
This is the moment to start paying attention $Distorted 5.02M EPuZ1X6pPzac3ELPsT59LStmgaSr4kBJvaAbL15Fpump The onchain analysis from the previous breakdown of this token is still relevant, you can check it My Meteora LP Setup Right now maximum attention is needed because there is too much liquidity in the pools Soon there will likely be no single print moments, more like DCA buying I am farming with a mid range bid ask + spot in one position. Trying to extract the maximum because with this amount of liquidity prints will likely not appear Unless staying in the position 12+ hours For LP the chart is still good, it keeps giving exits in profit What do you think about this token? If these token breakdowns are useful, follow 🥩 NFA
Mr. Beefman 🥩 tweet mediaMr. Beefman 🥩 tweet media
Mr. Beefman 🥩@0xMrBeefman

Looked at the Distorted distribution A few interesting points $Distorted 3.35M EPuZ1X6pPzac3ELPsT59LStmgaSr4kBJvaAbL15Fpump On the bubblemap there are many small clusters Top 10 holds around 15% of supply, for me that is a borderline level before a red flag What surprises me is the number of holders, 7400. Usually tokens at this cap have fewer The token is at all time highs so risk is always higher here since every trader sits in profit Top holders have enough supply to push a heavy dump Bundlers are present Do not see snipers Distribution is average, not full of red flags but far from ideal The token has strong support from large X accounts but the question is whether that support continues I like the idea behind the token, it is funny In iOS 26.4 Apple added a new emoji Distorted Face where the face is stretched and the eyes are bulging creating a strange expression of shock and awkwardness as if looking through distorted glass. The emoji is already going viral on Discord TikTok and X. People are making memes with it and many think it has strong meme potential and could become one of the most popular emojis. Mentions are growing and the community is spreading it so the topic is starting to build a cult like atmosphere. Personally I want to wait until the market cap drops closer to around 360k before watching it further My Meteora liquidity setup · I farm this token continuously using a mid range bid ask · Right now there are not many options on the market for active farming so I am increasing risk · Print average or below average What is your view on this token? Writing about risks in tokens. Follow 🥩 NFA

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Cypher
Cypher@CypherSacha·
Donc BULLISH sur les fournisseurs d'armement US mais pas n'importe comment : Les gouvernements planifient leurs budgets défense sur 10-20 ans. Ces cycles ne réagissent pas aux news, ils les anticipent. Focus sur : → Systèmes C4ISR & missiles ($RTX domine les contrats Patriot/Javelin, $LMT verrouille le F-35 jusqu'en 2040+). → Cyberdefense critique ($PANW sécurise 70% des réseaux DoD, $CRWD protège les infrastructures énergétiques stratégiques). → Composants de drones autonomes (marché projeté à $XXB d'ici 2030). Oui, ça a déjà pump. Mais on parle de repositionnements budgétaires de trillions sur deux décennies. PS : Attendez un meilleur point d'entrée. Gardez une vision long-terme. NFA
ARNAUD "TUGAN" LABOSSIERE@GulagGlobal

IRAN : LES USA NE PEUVENT PAS TENIR > 10 jours = 6 Mrd$ en opérations. 4 Mrd$ en munitions. Soit $1,43 milliard PAR JOUR. > 30 jours : 43 Mrd$. Plus que le budget annuel du Département Homeland Security > 60 jours : 86 Mrd$. Ce que les USA dépensaient PAR AN en Afghanistan au pic de la guerre. > 6 mois : 259 Mrd$. C'est ce que l'Iran affirme pouvoir tenir. > 3500 Mrd $ effacés des marchés financiers en une seule semaine. > Le feeling général : une campagne sans stratégie claire ni objectif défini. On va voir.

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Frenchie
Frenchie@Frenchie_·
La mémoire est devenue l’un des goulots d’étranglement centraux de l’IA depuis fin 2025, tant en capacité qu’en bande passante, ce qui en fait un des drivers majeurs du cycle actuel des semi. Pour adresser ce mur mémoire, plusieurs solutions se dessinent (HBM3E/HBM4, CXL-pooling, architectures rack-scale), et l’on retrouve presque systématiquement Samsung, SK hynix et Micron comme fournisseurs critiques de DRAM/HBM et de modules pour data centers. Mes deux picks sont : >Astera Labs ( $ALAB ), qui fournit les contrôleurs mémoire CXL au cœur des architectures de pooling. >Micron ( $MU ), qui s’est repositionné comme leader US de la mémoire AI (HBM, DRAM data center, NAND) Deux picks “memory pur” particulièrement bien placés pour capter ce super-cycle.
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The Kobeissi Letter@KobeissiLetter

Nvidia's AI chips are consuming memory at an unprecedented pace: Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM. This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone. By comparison, the H100, launched 4 years ago, needed 80GB of RAM, or 72% less. In other words, each new generation of Nvidia AI chips requires significantly more memory than the last, putting enormous strain on global supply. Furthermore, AI giants like Alphabet, $GOOGL, and OpenAI are locking up large portions of the global memory chip supply by purchasing millions of Nvidia AI chips. As a result, average spot prices for 16GB DDR4 RAM are up +2,352% YoY to a record $76.90, while 8GB DDR4 prices are up +1,873% YoY, to an all-time high of $28.90. The global memory chip shortage is out of control.

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Prince
Prince@PetitPrinceETH·
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Matthieu Shelby | Trading Underground
@leploutos Salut. Merci pour le thread. Je ne comprends pas le moments avec les faux sites e commerces ? Si ils recevaient les paiements sur des stripes et paypal il y avait forcément des noms d'entreprises ?
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Le Ploutos
Le Ploutos@leploutos·
Cette nuit, le plus gros tracker torrent francophone a été détruit. 6,6 millions de comptes. ~10 millions d'euros de revenus en 2 ans. 54 776 cartes bancaires volées en clair. Et le pire : c'est ce qu'on a trouvé DANS les serveurs qui enterre YGGtorrent. Pas la justice. Pas la police. Un favicon. Fil complet. 🧶
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MeteoraFR
MeteoraFR@MeteoraFR·
Comment rester en range toujours actif même avec 95% de dump. Configuration qui maximise les opportunités de gains.
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ReineCalypso🪂
ReineCalypso🪂@ReineCalypso·
Merci pour les travaux ! J'ai bien mangé. 😋 En vrai de vrai, il n'y a pas de sponso, pas de je ne sais quoi, pas de collab, BREF, tu as compris, mais on m'a invité (gratuitement, je l'admet) dans pas mal de groupe ces 4 derniers années, jamais un groupe n'a été aussi "juste" et efficace que la baleine bleue. Je comprend pas ce que les gens lui reprochent, premier degrés. On parle de trade "tendance" sur plusieurs jours/semaine/voir mois, mais il est toujours dans le bon. 🫡
Deep Whale@DeepWhale

Ils ont acheté, nous l’avons vu, nous en avons profité. Gros volume d’achat institutionnel hier à 63k. 42 jours qu’il n’y avait pas eu de volume similaire.

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Frenchie
Frenchie@Frenchie_·
CUIVRE Ma thèse est simple, et le raisonnement est similaire à l'argent. La rotation vers le cuivre va commencer, j'ai donc pris une position qui represente 1/3 de mon allocation en commodities. La durée du trade devrait être probablement de 3-4 ans, la durée que j'estime probable jusqu'à un supply shock du cuivre. More coming dans un articles sur le deuxième âge de cuivre.
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Frenchie@Frenchie_

Si le Silver monte à 134$, les fabriquants de panneaux solaires vendront à perte. Le shift vers le Cuivre pour les panneaux est inéluctable.

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ghz
ghz@ilyessghz2·
Conclusion: The most important factor will be distribution. Why? Because if everyone can build things so easily, we'll quickly get flooded, and those apps will lose the wow effect they had before because it wasn't this accessible. Everyone will be able to build tools; the only factor that will make you stand out is how well you manage distribution. For me, 2026 will be shaped around personal branding and building a community. It's the solution to the distribution problem in an AI-filled world. It's also the solution to learning faster. I never said it, but I've learned far more from people reaching out in my DMs or commenting under my posts than what they've learned from me.
ghz@ilyessghz2

If you compare the model I was using for vibe coding in June 2025 to now in January 2026... It's just amazing really, really amazing. Claude Sonnet 4.5 feels like an archaic model since the arrival of Opus 4.5, and I'm pretty sure that in the next three months, Opus 4.5 will also become a dinosaur. The fascinating part is that the cost of these models has also decreased drastically in less than six months. The future is vibe coding or, for a more serious definition, it's called agentic coding. ps : Funding View in 2026 vs 2025 on the image

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AddictCryptoBoy 🟦
AddictCryptoBoy 🟦@AddictCryptoBoy·
J'ai vendu l'équivalent de mes 15 points Lighter en Premarket pour environ 1100$ à 3.3B FDV soit 3.3$ / $LIT, actuellement vous pouvez encore en acheter d'autres y'a toujours des ordres à ces prix là avec quelques milliers de $ de liquidités et vous pouvez ensuite short sur Hyperliquid pour vous hedger et encaisser votre gain car le prix est à 3.75$.
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