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Siddhartha
2.6K posts

Siddhartha
@digital_scripts
screenwriter. No spam. Creative and financial freedom. Only FA I offer is buy BTC. No politics. God above all else.
เข้าร่วม Nisan 2011
1.2K กำลังติดตาม304 ผู้ติดตาม

We have a new marketmaker
#btc
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.
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@aiedge_ Look back at this post to see who made it ie circa aol. Pipex Dial
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@aiedge_ But we haven't seen what China has up their sleeve. Reality is China is winning ai overall
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Honestly, it really depends on what 'winning' actually means to you.
Revenue? That's OpenAI, no question.
Safety and trust? Anthropic, and it's not even close.
Distribution? Google, quietly, everywhere.
Chaos energy? Well... xAI is doing its thing.
The thing is, there are four different finishing lines here and each lab genuinely thinks they're ahead.
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@_CryptoSurf Brother do you not think the whole market is heading lower?
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@RaoulGMI @goldmembrrr @ViPowow @farokh Dude get some self respect and step out. We know you get paid by dot and sui to shill
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I've got something different for you today. As I'm travelling, we have a great panel from our Crypto Gathering in Miami. @goldmembrrr sat down with @ViPowow and @farokh to chat Web3, where it's going, what it needs to do better, and how prediction markets fit into all this.
As ever, please enjoy!
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@RealVision All the signs are here.
The app has all the alpha + the community is next level!
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Raoul Pal realized he's been wildly wrong on crypto's TAM
"The TAM of the internet is 6B people. But there's going to be 8.5B AI agents doing microtransactions"
"I'm wildly wrong on this by orders of magnitude"
AI agents using crypto is the strongest narrative we'll ever have
@ForwardGuidance
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Find a flow state in life.
Deep work is the best form of meditation.
We need less philosophers and more karma yogi nowadays.
Watch and learn what could be the best way to become karma yogi in modern times.
VD@hmalviya9
In this vid i shared my detailed insights on Karma Yoga, Meditation, Deep Work, Nature, and Living a happy life. recorded with @BUNT10 at Udupi.
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Prabhujee is the most spiritual bhajan I have listened to. It has two versions.. old version by Pandit ravishankar and george Harrison, and second version by premal and anoushka Shankar. Please listen with bhav to evoke deeper emotions from your heart. Bhajans like this makes your heart pure. You become more porus to attend the universal flow, and you start losing the tight grip of ego.
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@kunoo Im already a millionaire. Came with hard work not liking random shit posts
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I think it needs explaining that although I see an elongated cycle it doesn't mean my analysis is right. The breadth and depth of macro/crypto analytics framework I've added since 2021 is massive and I'm happy with the probabilities currently but things can change...
At GMI we have done tremendous amounts of work on this all at the nexus of crypto and macro in The Everything Code. It comprised of over 4,000 charts (serious).
However, I am not a guru.
We all need to take lifestyle chips off the table to secure our own future.. I can't dictate that. In RV too we will do our best to help as many people as possible,
But we are not, and will not be, perfect.
This is your choice alone. Not mine.
Only you can actually protect your own future and thus limit regret if the market reverses or even it explodes higher.
I'm guessing I'll take 25% to 30% off into year end but I don't know yet. It's based on my own circumstances, not yours and its based on my p&l and not yours.
Also don't forget that your risk profile is different to mine...
I can afford to take outrageously concentrated risks like having 80%+ of my liquid stack in Sui.
But based on my work I think Sui it outperforms most others majors. I am not a maximalist and my portfolio can and will change but I will let you know if my analysis changes.
My job for myself is to maximise profits with best risk adjust returns.
For most, just buy BTC, ETH and SOL
My job for myself is to max profits with best risk adjust returns I think are available.
The Banana Zone won't fix your shitty asset allocation. If you have had a decent portfolio you will already be up 5x to 10x from the low.
If you are newer, don't chase gains, time in the market is vital, you should make money this cycle but here is more to play for over time,
You have 5 years or so to Unfuck your Future.
Please don't fuck it up.
This will be my pinned tweet so you can refer to it.
Just let it all play out and take profits on the way.
Good luck.
My work suggests the next 6 to 9 months can change all our lives but don't bet on it exclusively.
If you want to reduce risk and also play for higher prices consider selling some and buying longer dated calls in due course, where you can only lose your premium (as I did in 2021 with ETH and only risked 5% for a potential leg higher which failed).
I appreciate your attention in this matter.
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@RaoulGMI @parataxis_cap Dude. Take the money polkadot pay you and leave this space. I'd be ashamed to be you
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The four-year cycle isn't the story anymore.
Ed and TJ from @parataxis_cap joined me to break down what actually drives crypto from here. Liquidity, macro, ETF flows and, the coming wave of AI agents. As ever, please enjoy!
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