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@rainineye

Defi mewww turns occasional Degen meuuuuuuuw Product Designer

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If (attention=hype=money) {short hype} should be high conviction.
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【交易中的催化剂】众人可见的foundamental等于已经priced in。要看见其中可能引起变化的条件：ordi 只有全节点能铭刻 + 貔貅 -> Unisat旁氏铭刻 + marketplace上线。但条件仅仅是ready的表现，真正的触发需要催化剂——踏空pepe的情绪面resentment。只有克服惰性和谦逊心态能够注意到条件的变化，留心催化剂。
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【宁吃鱼身不吃鱼头鱼尾】花了一段时间才想明白。因为对交易者来说鱼头鱼尾的RR都不够好。交易是一场frontrun的游戏，在一个价格逐渐成为大部分人的共识的时候，头尾概率会因frontrun而直线下滑，因此大部分人看到的底大概率不是底，大部分人看到的顶大概率不是顶。通过仓位控制去避免错配。
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鉴于twitter的信息传播效率太高，以后在这里开始记录自己对交易的一些体会和领悟
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As the Chinese narrative plays out, most of the CFX ecosystem's projects have the potential to do a 5-10x from here... $PPI, $GOL, $NUT
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天气不错的时候就来lens上发个po，统计下阿姆一年到头到底有几天能呆~
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Sunny dayyyyyy yeah.
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$ID 极致收敛 极致控盘
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https://medium.com/@halp1120/stacks-thesis-62ce0599c77f A BTC L2 summer.
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nice spot!
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GM
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Have you had enough #YASAI today?
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Short $TSLA? 🙂
attachment
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