山与白鲸
130 Posts
山与白鲸
Nothing I tweet is financial advice. DYOR.
GPS Holder
High-Frequency Trader
6 Years
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The target for Hype Short-Term 57 has arrived. I didn’t buy much to begin with, so I still plan to keep stocking up on dips. Usually I either trade non-trending shares or just $Hype. Simplicity is the ultimate principle—keep buying dips on Hype. The money I earn from庄 tickets will all be used to buy Hype.
山与白鲸
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HYPE I think in the short term 51-53 is about the same. I’ve been buying gradually, though the portion of funds isn’t high since my psychological price is between 40-45. At least here I can trade some swings; the short-term target is around 56-57.
What data needs to be monitored when trading order tickets?
1. Large transfers on-chain
2. Uncover insider addresses
3. Monitor anomalies in index trading volume
4. Monitor changes in basis
5. Monitor anomalies in contract trading volume
6. Monitor the long/short ratio
7. Monitor changes in the 15-minute funding rate (related to #4)
8. Monitor turning points in open interest
9. Monitor anomalies in the market board (recommended: 1 minute)
10. Monitor the top gainers list
Let me summarize these first. In my next post, I’ll find a time to write in detail the logic changes and how they work together.
1. Large transfers on-chain
2. Uncover insider addresses
3. Monitor anomalies in index trading volume
4. Monitor changes in basis
5. Monitor anomalies in contract trading volume
6. Monitor the long/short ratio
7. Monitor changes in the 15-minute funding rate (related to #4)
8. Monitor turning points in open interest
9. Monitor anomalies in the market board (recommended: 1 minute)
10. Monitor the top gainers list
Let me summarize these first. In my next post, I’ll find a time to write in detail the logic changes and how they work together.
HYPE I think in the short term 51-53 is about the same. I’ve been buying gradually, though the portion of funds isn’t high since my psychological price is between 40-45. At least here I can trade some swings; the short-term target is around 56-57.
山与白鲸
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Is my chance to buy HYPE finally coming?
Is my chance to buy HYPE finally coming?
山与白鲸
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In the 2008 financial crisis, Tencent Holdings (00700.HK) fell to a low of roughly HK$60–70 billion in market value. Although it was dragged down by the market-wide crash, its business was actually surging ahead against the trend. Later, in February 2021, it reached its peak—Tencent’s market cap climbed to a high of HK$7.3 trillion, turning into a hundredfold miracle!
In the 2015 market crash, the same thing happened: the liquor industry faced a winter. Kweichow Moutai’s market cap fell to around RMB 120 billion at its lowest. But Moutai demonstrated very high return on net assets and absolute pricing power. As the industry recovered, Moutai rose all the way to a peak market cap of RMB 3.2 trillion—up by nearly 25x!
Today, $HYPE (Hyperliquid) is seeing its business surge against the tide in a bear market: TVL and trading volume keep setting new highs, and the price is even making new highs in the bear market. The fundamentals and counter-trend growth ability that HYPE is showing now are just like Tencent and Moutai back then—indicating the potential to become a phenomenon-level super asset!
So we don’t need to limit it to benchmarking against BNB. Hyperliquid is, in essence, a 24/7 global multi-asset trading platform that disrupts CME/ICE, covering stocks, FX, commodities, and Pre-IPO companies—not merely competing with Binance. My strategy is to buy more HYPE on dips and simply wait for it to bloom.
In the 2015 market crash, the same thing happened: the liquor industry faced a winter. Kweichow Moutai’s market cap fell to around RMB 120 billion at its lowest. But Moutai demonstrated very high return on net assets and absolute pricing power. As the industry recovered, Moutai rose all the way to a peak market cap of RMB 3.2 trillion—up by nearly 25x!
Today, $HYPE (Hyperliquid) is seeing its business surge against the tide in a bear market: TVL and trading volume keep setting new highs, and the price is even making new highs in the bear market. The fundamentals and counter-trend growth ability that HYPE is showing now are just like Tencent and Moutai back then—indicating the potential to become a phenomenon-level super asset!
So we don’t need to limit it to benchmarking against BNB. Hyperliquid is, in essence, a 24/7 global multi-asset trading platform that disrupts CME/ICE, covering stocks, FX, commodities, and Pre-IPO companies—not merely competing with Binance. My strategy is to buy more HYPE on dips and simply wait for it to bloom.
The worse the liquidity, the more you should trade small-cap coins—just shows how valuable this saying is. Giggle, Koma, etc. all erupted from small-cap.
山与白鲸
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Sometime ago, I shared a viewpoint: when liquidity is worse, you should play small-cap coins; when liquidity is better, you should play large-cap coins.
Why? Some people might find the logic a bit hard to grasp, so let me explain it in more detail.
1. Whether it’s a coin or a stock, when it rises, you need turnover—meaning you need money to take the other side, to push the price up. But if liquidity is very poor, the amount of capital available to absorb trades is limited, not enough to keep pushing the price higher. In this stage, even if large-cap stocks/coins have big positive catalysts, they won’t necessarily produce a major move.
2. When liquidity is good, institutions, big players, and others will tend to choose large-cap issues. The reason is simple: good liquidity means it’s easier for capital to enter and exit. Only large-cap issues can absorb large amounts of capital. So when liquidity is very good, small-cap coins won’t get played much.
Why? Some people might find the logic a bit hard to grasp, so let me explain it in more detail.
1. Whether it’s a coin or a stock, when it rises, you need turnover—meaning you need money to take the other side, to push the price up. But if liquidity is very poor, the amount of capital available to absorb trades is limited, not enough to keep pushing the price higher. In this stage, even if large-cap stocks/coins have big positive catalysts, they won’t necessarily produce a major move.
2. When liquidity is good, institutions, big players, and others will tend to choose large-cap issues. The reason is simple: good liquidity means it’s easier for capital to enter and exit. Only large-cap issues can absorb large amounts of capital. So when liquidity is very good, small-cap coins won’t get played much.
What data needs to be monitored when trading settlement tickets?
1. On-chain large transfers
2. Investigate insider addresses
3. Monitor abnormal index trading volume
4. Monitor changes in basis
5. Monitor abnormal contract trading volume
6. Monitor long/short ratio
7. Monitor changes in the 15-minute funding rate (related to 4)
8. Monitor turning points in open interest
9. Monitor market anomalies (recommended: 1-minute)
10. Monitor the top gainers list
Let me summarize these first—I'll write in more detail in the next post about the logic changes and how they work together.
1. On-chain large transfers
2. Investigate insider addresses
3. Monitor abnormal index trading volume
4. Monitor changes in basis
5. Monitor abnormal contract trading volume
6. Monitor long/short ratio
7. Monitor changes in the 15-minute funding rate (related to 4)
8. Monitor turning points in open interest
9. Monitor market anomalies (recommended: 1-minute)
10. Monitor the top gainers list
Let me summarize these first—I'll write in more detail in the next post about the logic changes and how they work together.
Sometime ago, I shared a viewpoint: when liquidity is worse, you should play small-cap coins; when liquidity is better, you should play large-cap coins.
Why? Some people might find the logic a bit hard to grasp, so let me explain it in more detail.
1. Whether it’s a coin or a stock, when it rises, you need turnover—meaning you need money to take the other side, to push the price up. But if liquidity is very poor, the amount of capital available to absorb trades is limited, not enough to keep pushing the price higher. In this stage, even if large-cap stocks/coins have big positive catalysts, they won’t necessarily produce a major move.
2. When liquidity is good, institutions, big players, and others will tend to choose large-cap issues. The reason is simple: good liquidity means it’s easier for capital to enter and exit. Only large-cap issues can absorb large amounts of capital. So when liquidity is very good, small-cap coins won’t get played much.
Why? Some people might find the logic a bit hard to grasp, so let me explain it in more detail.
1. Whether it’s a coin or a stock, when it rises, you need turnover—meaning you need money to take the other side, to push the price up. But if liquidity is very poor, the amount of capital available to absorb trades is limited, not enough to keep pushing the price higher. In this stage, even if large-cap stocks/coins have big positive catalysts, they won’t necessarily produce a major move.
2. When liquidity is good, institutions, big players, and others will tend to choose large-cap issues. The reason is simple: good liquidity means it’s easier for capital to enter and exit. Only large-cap issues can absorb large amounts of capital. So when liquidity is very good, small-cap coins won’t get played much.
The most outrageous alpha is often not trading.
A friend of mine had staking rewards from the bank that he never claimed.
Today he went to claim them and found out:
200,000 $BANK tokens, worth about $50,000.
Who can you reason with about this?
A friend of mine had staking rewards from the bank that he never claimed.
Today he went to claim them and found out:
200,000 $BANK tokens, worth about $50,000.
Who can you reason with about this?
Do you feel like this year’s SpaceX is exactly like PetroChina, which went public in 2007—peaking at the time of listing, then gradually sliding downward for more than a decade. The most widely circulated joke back then was: “Tell me, how much sorrow can you have? It’s like holding a full position in PetroChina.”
1/Why do Russian farms put VR glasses on cows?
Because Russian cows are prone to winter depression, which leads to lower milk production.
2/How to test whether your kidney qi is sufficient?
First hold your breath, then keep typing 6 in the comment section—if you can produce more than three lines, it means your kidney qi is relatively sufficient.
Because Russian cows are prone to winter depression, which leads to lower milk production.
2/How to test whether your kidney qi is sufficient?
First hold your breath, then keep typing 6 in the comment section—if you can produce more than three lines, it means your kidney qi is relatively sufficient.
$HYPE drops back to 40—I’ll definitely buy aggressively
Even if it rises to 100, I’ll still hold it, because my target price is more than 100
When winning, overcome fear
When losing, overcome greed
Even if it rises to 100, I’ll still hold it, because my target price is more than 100
When winning, overcome fear
When losing, overcome greed
Recently, fraudulent "Zhuang" tickets have been going around. If you can’t get your hands on them, it’s also not a bad idea to play around with the investment mini-game in Binance Wallet.
In this bear market, there are a few types of people who make money in Crypto 👇
1. Those who have always been bullish on $HYPE
2. Those who were the earliest to profit from arbitrage on prediction platforms
3. Those who have always studied "Zhuang" tickets
4. Those who lower their expectations and invest in wealth management
5. On-chain top-tier "P" up-and-comers
6. Those focused on doing FA in Crypto
Anything else that should be added?
In this bear market, there are a few types of people who make money in Crypto 👇
1. Those who have always been bullish on $HYPE
2. Those who were the earliest to profit from arbitrage on prediction platforms
3. Those who have always studied "Zhuang" tickets
4. Those who lower their expectations and invest in wealth management
5. On-chain top-tier "P" up-and-comers
6. Those focused on doing FA in Crypto
Anything else that should be added?
Partly True
In the 2008 financial crisis, Tencent Holdings (00700.HK) fell to a low of roughly HK$60–70 billion in market value. Although it was dragged down by the market-wide crash, its business was actually surging ahead against the trend. Later, in February 2021, it reached its peak—Tencent’s market cap climbed to a high of HK$7.3 trillion, turning into a hundredfold miracle!
In the 2015 market crash, the same thing happened: the liquor industry faced a winter. Kweichow Moutai’s market cap fell to around RMB 120 billion at its lowest. But Moutai demonstrated very high return on net assets and absolute pricing power. As the industry recovered, Moutai rose all the way to a peak market cap of RMB 3.2 trillion—up by nearly 25x!
Today, $HYPE (Hyperliquid) is seeing its business surge against the tide in a bear market: TVL and trading volume keep setting new highs, and the price is even making new highs in the bear market. The fundamentals and counter-trend growth ability that HYPE is showing now are just like Tencent and Moutai back then—indicating the potential to become a phenomenon-level super asset!
So we don’t need to limit it to benchmarking against BNB. Hyperliquid is, in essence, a 24/7 global multi-asset trading platform that disrupts CME/ICE, covering stocks, FX, commodities, and Pre-IPO companies—not merely competing with Binance. My strategy is to buy more HYPE on dips and simply wait for it to bloom.
In the 2015 market crash, the same thing happened: the liquor industry faced a winter. Kweichow Moutai’s market cap fell to around RMB 120 billion at its lowest. But Moutai demonstrated very high return on net assets and absolute pricing power. As the industry recovered, Moutai rose all the way to a peak market cap of RMB 3.2 trillion—up by nearly 25x!
Today, $HYPE (Hyperliquid) is seeing its business surge against the tide in a bear market: TVL and trading volume keep setting new highs, and the price is even making new highs in the bear market. The fundamentals and counter-trend growth ability that HYPE is showing now are just like Tencent and Moutai back then—indicating the potential to become a phenomenon-level super asset!
So we don’t need to limit it to benchmarking against BNB. Hyperliquid is, in essence, a 24/7 global multi-asset trading platform that disrupts CME/ICE, covering stocks, FX, commodities, and Pre-IPO companies—not merely competing with Binance. My strategy is to buy more HYPE on dips and simply wait for it to bloom.
Business expansion: We are looking for quantitative strategies with stable profitability capabilities or excellent quantitative teams
1/ We provide ample liquidity support and a comprehensive compliance framework
2/ We need to focus on high-frequency, mean-reversion, CTA, or high-alpha trend strategies. Requirements: sound risk control mechanisms, and the ability to provide a real and credible live trading track record.
1/ We provide ample liquidity support and a comprehensive compliance framework
2/ We need to focus on high-frequency, mean-reversion, CTA, or high-alpha trend strategies. Requirements: sound risk control mechanisms, and the ability to provide a real and credible live trading track record.
As stated in the “Shurangama Sutra” (Da Fo Ding Shou Leng Yan Jing): “May I offer my body and mind to the myriad dust-lands; thus is called repaying the Buddha’s kindness.”
1/Why do Russian farms put VR glasses on cows?
Because Russian cows are prone to winter depression, which leads to lower milk production.
2/How to test whether your kidney qi is sufficient?
Hold your breath, then keep tapping 6 in the comments. If you can produce three lines or more, that means your kidney qi is relatively sufficient.
Because Russian cows are prone to winter depression, which leads to lower milk production.
2/How to test whether your kidney qi is sufficient?
Hold your breath, then keep tapping 6 in the comments. If you can produce three lines or more, that means your kidney qi is relatively sufficient.
Do you feel that this year’s SpaceX is very much like PetroChina, which was listed in 2007: it reached its peak the moment it went public, then drifted downward for over a decade. Back then, the most widely circulated joke was: “Tell me, how much sorrow can you have? It’s like being fully invested in PetroChina.” Some ancient gods of speculation all thought that SpaceX was the next PetroChina—so shorting it at high points might be the most entertaining exit.
SPCX+0.30%
SPCXUS+0.13%
I gave the framework to GPT, and it used my framework to build a semi-automated terminal for assessing liquidity. Although I haven’t yet checked whether the data is correct or not, the iteration efficiency of the AI is honestly a bit terrifying.
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