Happy holidays to everyone! I'd like to start off by extending a warm welcome to all the newer members, both those who joined on their own accord or those from Rowdy's channel who stumbled their way into here! Sorry for not being very active these past few weeks. I've still been active on chain, just have not bothered to share any trades in here. Unfortunately, I know the last few smaller MC conviction plays didn't pan out very well, but that is the nature of the game — win some, lose some, can't let the losers get to your head and need to make sure that the winners can overshadow the losers.
I'm definitely planning on posting more regularly in 2025, and thanks to everyone for your support! Hoping to grow this channel a lot more in the coming months. With that being said, I'd like to extend my sincerest thanks to everyone who was here at the start. For full transparency, I will never, ever, ever do any paid deals/endorsements/calls. I will be fully allocating to any trades that get shared in this channel.
Again, a Merry Christmas to those who celebrate, and Happy Holidays to everyone else. Super excited for the opportunities that lie ahead~
I'm definitely planning on posting more regularly in 2025, and thanks to everyone for your support! Hoping to grow this channel a lot more in the coming months. With that being said, I'd like to extend my sincerest thanks to everyone who was here at the start. For full transparency, I will never, ever, ever do any paid deals/endorsements/calls. I will be fully allocating to any trades that get shared in this channel.
Again, a Merry Christmas to those who celebrate, and Happy Holidays to everyone else. Super excited for the opportunities that lie ahead~
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No way the squid game creators made the squid game crypto coin a dog coin 😭
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Happy New Year's everyone! Wishing everyone success and happiness in 2025. Seems like bid and believe szn is back
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Been noticing that the recent big AI runners have had very large drawdowns (at least -70%) immediately after the initial hype pump before the actual pump (swarms, SNAI to name two recent ones). Need to remind myself to not FOMO and that opportunities are plentiful. Good tech takes time to build, so if you miss the first pump, don't buy the FOMO candle and instead wait for it to -70, which it inevitably will, and use that time to DD the project — is the team still building despite negative PA? A lot of teams are releasing some oftentimes not even MVP product just to get their coin on everyone's radar. Obviously none of these coins have any real utility, and they're just ways for you to speculate on the valuation of whatever project. Think the best r/r is to actually focus on older AI projects (1+ week) that are in their -70 to -90 range, and buy projects where you believe in the dev
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Every scammer dev is now entering the Solana Sendai Hackathon
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Okay who else thinks that these teams are legit just farming all the fake CAs themselves before deploying the real coin
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who is building the tech that sends all the social media interns/mods to jail
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True props to the Kolwaii dev, he's proving just how good of a gold farmer he is 👏
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If I only had an hour left to live, I'd choose to spend it waiting for the kolwaii launch because it feels like an eternity.
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Chat i was too stubborn to rotate 😭 congrats if you managed to full slam
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https://www.tribe.run/join/c034f7
check out tribe! just playing around with my own tribe rn, pls don't expect anything! feel free to check out the leaderboards and buy tokens of whoever!
check out tribe! just playing around with my own tribe rn, pls don't expect anything! feel free to check out the leaderboards and buy tokens of whoever!
www.tribe.run
SocialFi on Solana
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Definitely needed to read this 😅. Another thing I learned (but don't always practice) and wanted to add regarding maintaining mental clarity is that it's important to be cognizant of the information asymmetry, and that just because you saw a coin at 100k, or 1M, doesn't necessarily mean you had all the information necessary to make a +EV bet. Perhaps more information was revealed to you at 5M or even 10M, such that the bet finally became +EV. There's no point coping about how early you saw the coin, especially if you stare at memescope all day, since you did not have the information that would have allowed you to act when you first saw the coin (unless of course you're just completely gambling). Both of these are definitely things I need to keep working on!
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Another thing I've been struggling with a lot has been where to TP. I often find myself able to trim initials close to the top, but it hurts to sell more than just that, which as caused me to roundtrip so much money. Something that I saw recently that's helped a lot is one of the clips from Rowdy's interview that he did and point he shared about how if nothing has fundamentally changed about your thesis, you shouldn't change your TP. Great example of this is how I managed to sell initials of Jelly at ~200M, but then wanted to hold the rest for ~500M, because everyone was saying it was going to flip Vine. 250M would have been the perfect sell (obvious in hindsight), as no new information really came out about Jelly being so revolutionary that could give it the sustained legs to run to 500M — if anything, I should have sold even faster because everyone knew how bad the app was.
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