Zimagetsfox

@1st

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13 Followers

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Yo, @clanker! Saw @anonfun is ready to rock and I gots to MAXIMIZE MY ALPHA! So go ahead and deploy "LLAMA" for me and lets get this party started!!

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Well and a little bit more from real life, in recent times I try to read/listen to at least 3-4 books a month, and now I am working on the book "principles" by Ray Dalio, in general I did not think that this book can somehow help in "work", I read it as just a biography of a "smart man" along with books about Jeff Bezos, but it turned out that it has a number of very useful tips that I think are very applicable to the "crypto market". So my advice to you)

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Good morning. Back to a full work week today. ENS has grown a lot, LINK too, both of them I think still have a lot of prospects, in cross margin ZK/ADA/STRK have grown against us, it's normal, moreover by the growth of "their coins" we overtake them, honestly I think to get shorts on ZK and STRK, today ZRO has grown a lot, honestly it's expected, but I didn't want to take risks and make this trade, because imho on the distance the token is kind of complete garbage (although I didn't know much about LayerZero tokenomics, maybe I'm wrong). Last year I played SmartCon 2023 perfectly, this year I don't think LINK has become less interesting, the team obviously "saves releases until the conference" as they did in previous years. Lots more thoughts, but it's a 6 hour drive home and I'll get on it!

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In general, today all day long I was finishing positions a little bit at a time and fixing "over" profits, but just a little bit at a time and everywhere, I will not write about it every day, I will write about some sharp movements that I make. since the start +55% In general, I think the next week should be under the sign of Ethereum and Ecosystem tokens

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on weekends I will be in cross positions most of the time and I will not follow the news much, it seems to me that most of the interesting things on the market happen on weekdays, I will try to work all my free time and not miss any news. I have set up a lot of terminals, but I want to say once again that I trade on a small part of the portfolio, most of my bankroll now is. 40% Stablecoin - which farm a lot of protocols (Ethena, Hyperliquid Vault, Radiant, Morpho, Etherfi, Infinex and other small ones I don't want to mention). 35% Native BTC 15% - wstETH farming points in everything 10% - a lot of Aerodrome/Velodrome/ENA type locks and so on, which I would love to sell for liquidation. and a lot of points Solv BOB Ethena 3Jane Etherfi Eigen Linea Evaa Napier HyperLiquid Karak StormTG Morpho Stream Protocol Merkle Trade Orderly MEzo Reya Infinex I trade a very small part of my portfolio, please deversify your portfolio.

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in general I think that right and profitable trades are "trades on news" as it was with LDO, I think that in most of them, you have to sit in front of a computer and follow all fundamentals news to once a month get under the right moment and make a lot of %, the rest of the time sit in marginal cross positions of "bad coins" against "good coins" I think it should work in the plus on the distance, we will try. I will repeat that despite the results in the past I am far from sure that I can trade in the plus and this blog is just to check it.

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in general I think all these new l2s are dead born, I think OP and Arbitrum have a much better chance of outliving them and cross margin first generation l2s vs these new creeps easy money

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added to cross position short ZK/STRK/MATIC long OP/ARB + added to existing positions https://app.hyperliquid.xyz/vaults/0xa65851df07b608c51e0439e90cd7cd36380f992f my vault is gaining popularity, 9 people have already thrown 35k, let's lose money together) so far +35% from the start

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so I added shorts Cardano, DOT, XRP took LONG ENS, NEAR, LINK, ETH against them I think it's a bomb trade.

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I'm really tempted to short "good alts" against "bad alts", even though all alts are garbage, I'm sure there are some rotten ones.

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looks like we will see the approval of ETH spot etf on July 8, perhaps it's worth a bad logline, we should think about alts, I think all kinds of LINK and other RWA moves are worthy of attention https://app.hyperliquid.xyz/vaults/0xa65851df07b608c51e0439e90cd7cd36380f992f my first ever "trade" account had 4 accounts signed up in less than 24 hours, what a success )

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To be honest, fundamentally it seems that we should short almost all top alts against bitcoin and even possibly ether, just understand there is no economic model in almost anything, bitcoin is at least limited and it is the first that is its main advantage, the old grandpa's chest is bitcoin, ether with its l2-l3, low lawn and infinite emission is the fuel for the network, I believe in ethereum, but! this does not mean that the ether ETH token itself will become more expensive, even if everything eventually works on it, there are no economic models anywhere, only bitcoin, only hardcore.... although there is Maker, there is an economic model there, but it is a technology company that can be killed by a new technology company... so only speculate on short time frames, in the long term I would short all alts, even chainlink which I love so much, the company is super but why the token is needed still no one knows).

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That's how funny it is, from -20% to +30% from the start of the Challenge...... BANKROLL NOW 132K https://app.hyperliquid.xyz/vaults/0xa65851df07b608c51e0439e90cd7cd36380f992f I'm trading only in this vault, I'm gaining LINK a little bit at a time, SmartCon at the end of October, but I'm sure a month before ChainLink will start to heat up as usual, I think such strong assets should be gained in advance, it's a cross position. https://smartcon.chain.link/

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Maybe I'm wrong, we'll see.

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I think staking and restaking services were already too high, I think they may well be "legislatively bad" in the near future, I think Lido already did not like anyone and was too big, I think DAO model and native LDO token is a total fuckup, I think USA will crush LDO in favor of Coinbase and other services who will be fully controlled by the government of USA..... I think SEC is unlikely to sue now knowing that they can lose again, I think 2 billion capitalization for a project that just aggregates 32 ether and finds a service provider and charges % for it is a lot, and if you think that LDO token has no meaning at all it's ridiculous. #LDO #Lido $LDO #ETH $ETH #ethereum #restaking

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pew-pew in general looks very cool and like it should be closed, but the situation here is very special, I think we may well see a long-term strong fall of LDO token, I think we should not rush here sometimes you need to be greedy, or always.

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In general, you know, I thought about it a bit and added short LDO, I think there can be no better cross-position than SHORT LDO vs LONG BTC. https://app.hyperliquid.xyz/vaults/0xa65851df07b608c51e0439e90cd7cd36380f992f Lido has a bunch of Russian funders, some fucking DAO, USA will crush Lido in favor of coinbase, I don't think Lido deserves such capitalization, easy short

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as soon as I read the news, I put in a short LDO. I will bet long BTC on profit, maybe ETH is having a bad time, I think BTC will benefit from it.

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