TraderJ

solana

wow!

Circle Alliance Program member @SGB_app is bridging traditional banking and digital assets with USDC-enabled settlement. Through banking infrastructure and real-time payment connectivity, SGB supports stablecoin-based money movement. circle.com/alliance-progr…

amazing

@SGB_app @SolanaEvents cool

Move instantly and safely between tokens and fiat. Learn how SGB’s regulated ecosystem of stablecoin issuers and liquidity is enabling the future of stablecoins with SGB’s CEO Shawn Chan at #SolanaAccelerate (@SolanaEvents). Join the Network: go.sgb.com/4udzu8O

Fee-free stablecoin mint and redeem. Near real-time settlement. No cut-off times. All on Solana. Singapore Gulf Bank @SGB_app CEO, Shawn Chan calls Solana their key partner.

well done @SGB_app @binancezh

支持 已退圈

@0xSunNFT goat

刚刚把八月初开的这笔对冲仓位剩下的多单全部平了，目前除了这波BSC上新买的Meme，基本是空仓状态了。 10.10号这种程度的山寨闪崩，假如说市场真的一两天就自我修复了，后市一路向上，不愁找不到上车机会，但是如果还有什么暗雷或是潜在的影响没爆出来，就很难预测会是什么走向了。不指望能抓住每一次机会，当前这个节点防守一波至少不会出错。 这笔对冲仓位，在整个八月都表现相当优异，九月开始ETH相比其他山寨的涨势不那么明显，我也做了一些调仓，到后来大盘走弱，山寨的跌幅超过ETH，对冲仓位的利润也又开始一路向上，我也开始陆续减仓。到最后居然是在山寨闪崩的情况下，低价平掉了空仓，然后剩下的部分多仓又吃到了一波反弹，已经远超预期。 我在二级收益比较大的几次交易，基本都是看对了趋势，例如年初的做空一揽子山寨，近期的对冲、做多XPL、做空WLFI等等。二级想要拿到比较大的盈利，一般来说都得上大仓位，风险敞口也更高，所以更需要有计划地止损。优势就是流动性更强，能容纳的资金更多。 而链上，像最近行情好，我就会花更多时间精力盯链，即使前几个月比较枯的时候，每天睡醒也会先大致看一下链上热点，不仅是因为这是我擅长、拿到过结果的赛道，也是因为链上是很能反映市场趋势和情绪的。例如近期，如果从一开始就深度参与BSC链，会察觉到这次是有持续性的，那即使不打狗，单纯做多BNB，也更有逻辑上的支撑。链上的优势，就是以小搏大，不需要太多资金也有机会拿下1M以上利润，而缺点就是得投入大量时间精力，收集信息分析项目。 这也是为什么我选择留下BSC上的Meme，因为这就是近期最大热点，包括我上条推文写的逻辑，假如后续市场平稳下来，依然看好BNB Chain的天花板能被打开，这些币也具有最佳的赔率。而较大的现货跟合约仓位，则正好以空仓状态，去观察一下市场后续的走势。

@star_okx 没毛病

大家的人生还好吗？ 我没有任何看笑话的意思，只是想最后再谈一次关于“XX人生”的话题。 每个人的人生都充满戏剧与精彩，每一家交易平台也都有自己的风格与理念。 但我始终相信——加密交易平台的中立，不仅是职业操守，更是法律底线。 向 FTX 开枪的人并且成功“击毙”了竞争对手， 但换来的并不是自家市场份额的扩大， 而是整个行业的系统性崩塌，以及一连串更戏剧化的“人生”。 在那场连锁反应中，没有任何人是真正的赢家。 当一家平台亲自下场，用各种关联马甲批量制造毫无价值的代币， 明里暗里喊单、拉盘，用传销手法放大个别“暴富”故事， 诱导用户盲目跟风、前仆后继—— 最终拖垮的，不仅是整个行业的信任，更会再次反噬自身。 OKX 的“人生”从来不是一个 Memecoin， 而是一段在加密行业持续了十二年的真实旅程。 我们经历过各种各样的挑战和危机， 看过各路枭雄的起落，更看清了保持内心平静的意义。 无论外界如何喧嚣，OKX 始终坚持用 Crypto 与区块链技术去改变世界的初心不变。 每一位信任并陪伴 OKX 的用户，都是这段「OKX 人生」中不可或缺的一部分。🙏

'the LORD gave, and the LORD hath taken away; blessed be the name of the LORD' — Job 1:21 yesterday's liquidation event is the most brutal i've witnessed in my time in crypto i got wiped out on ALL my perps positions literally everything eight figures: $30 million+ at peak uPnL if realized, or well above $15 million just before the liquidation started 100% of the following perps position got wiped: - $BONK - $FARTCOIN - $POPCAT - $PNUT - $CAT - $APEX - etc i lost maybe 80% of my $ASTER position that i used as a collateral on a DeFi lending protocol i took out the remaining (~$1 million), fully liquidated it and rotated it into $BONK and $4 because i think i get better R/R from both from here on out: - BONK because i refuse to be a 'bonk guy' without BONK exposure, and i remain convinced in my deca-billion-dollar target for it. i will continue to add more over time, God willing - $4 because i remain strongly convinced that BNB season continues until the end of this quarter and i think $4 is the most asymmetrical bet to capitalize on that thankfully the overwhelming majority of my $USELESS coin position is held in spot, so i didn't record significant loss on that — maybe with the exception of mid six figures worth of uPnL i had in perps accounts i am still resolutely convinced that $USELESS is THE memecoin to watch for outperformance from here on out, that it is a multi-billion-dollar narrative currently trading for pennies on the dollar, and that it will end the cycle being a top 5 memecoin at the barest minimum i.e. certainly has a lot more than 10x upside from here. so i’m glad contagion there was contained for me! what happened yesterday? everyone blames the recent Trump-China tariffs, but this isn't the first time we've had that this year and the Trump tariff comments certainly shouldn't have been responsible for such a massive nukage across almost the entirety of altcoins and memecoins in the space a lot of altcoins crashed 70 to 99% in minutes, when $BTC and $ETH barely crashed 13% $ATOM, for example, crashed from $4 to $0.001 on top exchanges like Binance — a 99.9% crash in minutes. no one could have humanly responded to that! it is also worth noting that this massive altcoin/memecoin crash was EXCLUSIVELY on CEXs. these altcoins did not come close to hitting these levels on spot DEXs, so yesterday's liquidation was almost certainly due to MM/CEX liquidity issues why it was unprecedented (market mechanics) many people reported being massively affected, especially since exchange systems broke across the board: stop losses failed, orders didn’t fill, margin couldn’t be added, and platforms became unusable within minutes. the entire liquidation cascade happened so fast that almost no one had time to react, something i don’t think we’ve ever seen at this scale before i was in front of my screen, took a short break, came back to the screen to see the nasty wick about 10 minutes later, then realized i've been liquidated on EVERYTHING i had in perps it is the craziest crypto event i have witnessed, ever! it was worse than COVID, which was a black swan event you could say whatever you want about this event: you can call it manipulation, unnatural, or whatever else you would be right tbh however, whether or not manipulation played a role doesn’t change what i have to do next: as a trader, i am only ultimately concerned about things i can actually control of course it's easier to point out how it all wasn't my fault and how someone else was responsible, but how does that help me grow as a trader? i win if i make money trading, i lose if i lose money trading. end of! i'm sure we will be hearing more about exactly what happened yesterday night, which will hopefully help give some people closure i wish i didn't have to write about this: this will likely be one of the most viral tweets coming out of this event many have waited for this moment: 'he is so greedy!' and there will be an army of people mocking me with 'I TOLD YOU SOs' but write i must, for a few reasons: 1. a key part of the 'bonk guy' persona and identity i have built is one of utmost transparency around my trades, so others can learn 2. while i lost a fortune in the liquidity wipe event, i have a very diversified basket of alts across perps and spot. i'll be fine; my spot assets are safe. but i think there are people who lost literally everything they have right now that might be having very bad and nasty thoughts, and them seeing a voice like mine at this time just might give them hope i want to be very clear: 1. i do not need your empathy. i appreciate that some would have the thought, but i do not need people messaging me to empathize with me over this 2. i do not need donations or financial support. it was a massive loss, but i'm okay i also want to emphasize that i'm in a very good mental state right now, as difficult as that might be for many to believe i've always been very detached from money and material things, and that makes it easy to cope with situations like this at the end of the day, my $BONK trade was a trade in which i went from $16k to a peak 8-figure PNL contrary to what seems to be the most common belief here, it isn't my most impressive trade. if i made it before, i can make it once again! could i have foreseen exchange systems crashing and nuking the most liquid altcoins and memecoins in the market 70 - 90% in mere minutes before anyone could react? no! could i have maybe done a few things differently leading up to this event? maybe however, i am a big believer in focusing on what *could* happen and taking action to get there instead of focusing on what *has* happened the past is the past, and what has happened has happened there are a lot of changes i’ll be making to my systems as a result of this: less dependence on leverage, sharper risk management, and a stronger focus on protecting my positions from exchange-side risks going forward all that matters is what happens from here on out... i remain very optimistic about the market i do not believe the bull run is over, nor do i think the Q4 rally is out of the picture so what do i do from here? lock in more than ever before, be buried deeper in the trenches, and most importantly have fun while i do it! if there is one thing i have learned after being in this industry for multiple cycles, it is that there is always new opportunities: every day, every week, every month i have always been one to love a challenge, and i guess this is another one for me and an opportunity to once again prove myself — not to internet strangers, but to myself this event has not dampened my spirit, not in the slightest. if anything, it has strengthened my resolve to get back in the ring, fight, and win bigger i will make it all back, and more! for those who are in a similar situation, who either lost a fortune or lost it all, i have some words for you: PERSIST SURVIVE DON'T GIVE UP if you need to take a break, please do if you're struggling to hold it in, please seek help above all, pay special attention to yourself and focus on your health i know it will take a while for the gravity of what happened to hit many, but a philosophy that has always helped me to survive massive drawdowns is internalizing all of these crypto gains as just numbers on the screen — until it is realized at least! i know they can have very real consequences in the real world if/when cashed out, but right now i think internalizing it as just numbers on the screen would make dealing with the loss more bearable you made it before, so yes YOU can make it again the most profitable period of the cycle is still well ahead of us we are all going to make it and you are going to have me along on this journey with you, if that matters to you! if there’s one thing this taught me, it’s that no matter how prepared you think you are, you’re never fully protected from systemic shocks — but you can always control your response. i’ll be rebuilding my framework with that truth in mind! i am once again an underdog, and this is not the end of my story GOD WILLING

2026還沒到呢，這算什麼

NEW: GRAYSCALE FILES S-1 FOR DOGECOIN ETF

#USELESS at $0.2 was a discount. It is now at $0.3 and the momentum is up. You can see EW wave 3 and 4 on this chart. Can you see wave 5? Where is the 5? MUCH HIGHER 📈

@nine_DeFi 经典管不住自己怪合约

为什么我不让大家玩合约，这就是原因

@TingHu888 你狗叫啥呢

币安广场还是挺真实的，好多几U，几十U，几百U的在玩，我看到有人把每天的收入小几十U拿出来玩合约以小博大，突然不知道说什么，心情有些沉重，有一种无力感。你说，对这些人讲投资体系有用吗？说大资金如何布局有用吗？至少在他们这种资金体量下，一点用处没有。无非是交易一下快感，做个梦罢了...

@TingHu888 未经他人苦 布局亏一半你负责？

$Useless is unstoppable

@0xcryptowizard Doing this for happiness

做投资/投机，既不应该是出于极其自私的欲望，也不应该是迫于无奈，甚至不该是出于看似高尚的目标。 做投资/ 投机，唯一正确的原因，是你热爱它。 唯有热爱，你可以在一次次痛苦中坚持，可以在过程中快乐而不在意所谓“目标”，在无聊透顶的冷清行情，依然坚持学习。 唯有热爱，可抵岁月漫长。

@eknom9421 支持 yu哥

这段时间市场的感觉，说实话太像2023年中后期了。 那时候我沉寂了半年，没什么声音，也没参与那些所谓的速通盘，一大波人靠着链上pvp每天做着活不过几小时一天的盘子。而我却在一个没什么人讨论的项目里反复研究，不断自我复盘，去找逻辑、找叙事，想找点志同道合的人聊聊，但大多数时候要么被忽视，要么被泼冷水。没人觉得那个项目有前途。 但我知道我在等什么。不是等别人看懂，而是等资金看懂。 直到2023年10月，市场开始缓慢回暖，资金开始选择性流入，而我重仓的项目 （当时的重仓其实只是几千u）悄悄地动了。最开始还没人发现，连身边的朋友都还在犹豫，说涨太多了不敢上。但我心里非常清楚，我等的就是这一天。我从来不追热点，我只投“轮到它”的时候。 那之后的几个月，我从几千U做到1000万U，不是靠暴击，是靠提前布局+坚定持有。项目没换过，人心换了而已。 等你赚到钱，开始写复盘、开始有观点，开始发推，才有人愿意听你说话。但其实，你说的那些话，早就说过无数遍了。只是在你“还没成功”的时候，没人想听。 现在，2025年的这个时间点，越来越像那时。 市场看上去又冷了，情绪又低了，关注度回到低谷，甚至连活跃的钱都不多了。但我知道，机会已经在酝酿了。那些在边缘缓慢启动的资金流，早就悄悄开始建仓，只不过多数人还沉浸在“又熊了”“又退潮了”的幻觉里。 这两年市场换了好几拨人。那些赚够了的，已经对市场不再饥渴；那些被淘汰的，也没再回来。但我还在，而且比以往任何时候都更饥渴。我不是来看热闹的，也不是来蹭一波机会的，我是来把这盘棋走到底的。 所以我依然每天盯着资金流、情绪、结构变化。我知道现在没有热度，没有流量，没有人会在意你说的“这个项目是神盘”。但我清楚，这就是最应该出手的阶段。 等几个月之后行情起来了，主升浪开始了，又会有人在懊悔：怎么没早点重仓？怎么又错过了？怎么又是你提前埋伏了？ 然后他们会在自己写的复盘里假装冷静地写：其实当时信号也很明显啊。其实那时候的确定性已经很高了啊。 但他们不会说的是，当时他们其实一点也不信。