alechp

I was talking to @pattchxbt earlier about modern AI cost for dev. It's about $1000/mo now ($800 of that in API credits).

Which is what makes this push from Gemini so interesting. It's clear they want to be the loss-leader to get people over from Cursor and Claude Code

weiterhin sehen dies wiederholt heute Morgen

"weil Coinbase"

... habt ihr in letzter Zeit Coinbase benutzt?

HL (oder irgendein beliebter nicht-KYC DEX) mit einem Onramp schlägt Coinbase. Coinbases Onramp ist ihr Vorteil

früher war es ein regulatorischer Schutz mit Einzelhandel, aber das ist jetzt zunehmend weniger wichtig

“so then I told the guy, we need hundreds of thousands of more tokens but with the exact same amount of total liquidity”

Haven’t had time to watch charts today but quick comparative refs:

- bottom purple was previous lowest buy on tariff flush
- bottom blue is comparable to the same level of DD seen during 2024 Israel <> Gaza conflict

First time ever buying any SPX6900. Small knife catching buy

Let’s hope it’s smarter than my ETH & BTC trades today lol

Algo

Past couple day’s free money range for fartcoin finally died. New horizons

Had a weird CT dream a few nights ago

> tweeted about shorting fartcoin
> @buyerofponzi saw, shorted and tweeted (which is odd cuz we never talk)
> @dipwheeler and @MugabeV2 saw both of our tweets and decided to short
> watching as my short is massively in profit
> realize generational buy opp
> I start buying
> price keeps going down
> lands at $0.06
> liquidated
> BL happens to be at my house
> walks over and asks how much I made off the short
> 1000 yard stare at laptop

My take on the 500k shill controversy:

1. seems retarded to not take 5-6 figs per month for tweeting

2. people shilling should disclose they’re being paid (followers need to understand the inherent COI; refusing to do this is where someone crosses from “paid shill” to “surreptitious grifter”)

3. anyone getting paid should still give honest feedback. If you ever ask me for feedback on a product (and friends/mutuals can attest to this) I will give you painfully honest feedback. Cause I want it to succeed

4. If you’re actively shilling your favorite bag, you’re in a VERY similar boat to all of these people

5. If I see Banks associated with a product, I immediately ignore it forever

Algo

What I'm surprised about today re: BTC liqs is how comparatively small they were. Guessing side effect of the continuous slow bleed we saw earlier as opposed to dramatic impulse down after initial war catalyst headline yday.

@ThisIsNuse @glu3sniffer plz eli5

oi down + vol up + liqs down == ppl rapidly repositioning ? bulk of orders from MM's & tradfi ? mysterious 3rd thing ?

Still sick.

Market Looks like slow bleed. Just bought some stuff. BTC @ 105.4 was original bid but removed limits last night in case of new war headlines.

Assuming low vol today while market waits for clarity so rushing to buy with size not smart imo

> short BTC again @ 108.8
> installing new pool fence so kids don’t drown
> come back short
> “wait why do I have a long open?”
> check truth social

Lol

Idk how to feel about this but shorted BTC @ 108.6 & longed ETH @ 2650. Who am I and what have I done with 🦒

I deserve to have Saylor personally liquidate me

SOL finally getting some motion

generally don't topblast ranges cuz great way to lose $ but SOL has been lagging today so gonna give it a go

Beginne, das LCR-Herausforderung zu verstehen. Es hat meine Angst gebrochen, außerhalb meines hypersensiblen Risikomanagements zu agieren.

Ich habe viel über mich selbst, die Märkte und Capswan in diesem Prozess gelernt.

Ich habe versucht, so transparent wie möglich zu sein (über das, wie ich den Markt sehe, Erwartungen, das Identifizieren von Gewinnen und das Ansprechen von Verlusten). Aber es ist schwierig, damit Schritt zu halten - INSBESONDERE beim Scalping während Krieg/ Zollerklärungen. Zum Beispiel habe ich gestern L/S etwa 3-4 Mal im Verlauf von 30 Minuten umgedreht wegen eingehender Kriegsüberschriften.

Ich denke, der James Wynn-Ansatz zur öffentlichen Wallet ist dumm (es ist zu einfach, so gekränkt zu werden). Ich bin ein kleines Licht, also wird niemand meine Liquidationen jagen, aber öffentliche Aufrufe zu machen und falsch zu liegen, während ich $ verliere, hat einen frustrierenden Effekt. Kann mir nur vorstellen, dass das durch eine öffentliche Wallet verstärkt wird. Ich möchte auch keine Copytrader (oder Gegen-Copytrader) anziehen, denn ich glaube, das ruiniert das Experiment.

Nachdem ich das gesagt habe, möchte ich das nächste Level automatisierte Transparenz herausfinden. Und dann möchte ich das in Capswan integrieren (was der Antrieb hinter all dem ist, während wir uns auf den Start von v3 in diesem Sommer vorbereiten).

Feels like FARTCOIN breaks out between 11AM-4PM PT on Tuesday

Range between .18-.25 til then

Don’t think I remember seeing anything like this

4 consecutive 1m BTC candles glued to the exact same price

Closed out my SOL long earlier. Have other positions so not touching rn but think SOL is a short soon (purple line is old but that's prob where I'd enter if I was trading it)

Having said that, SOLBTC/ETHBTC finally seeing some action

POV: you’re reminiscing how crypto used to be