Alpha in the Funeral Industry Hidden Under Hynix Frenzy —— Korea’s Preed Life (serious long-form article)
In the short term, there are dead people; in the long run, there are always more people dying—there’s never enough coffins. Time will prove the coffin module. It sounds like a joke, but it reveals a truth. Because whether AI truly will change the world or is just another bubble: High-end funeral services will be the certain winners. When AI comes true, wealth and lifespan both inflate—and spending on funeral services is upgraded; AI is a bubble; when it bursts, the “genius traders” always make an early exit. And after the collapse of Hynix, when large numbers of Koreans gathered at the Capitol to lay wreaths, it’s time to pay attention to the invisible winners hidden in the spotlight of Hynix and Samsung Electronics in South Korea.
A few days ago, a teacher asked me how to use the @HertzFlow HertzFlow AI tool suite to make “Yao” coins—so I’ll explain it to everyone here in one place.
Based on almost a year of research, we believe that when it comes to trading “Yao” coins, the key points are: choosing the right time, following the trend, and knowing when to take profit. And our tools mainly help everyone achieve these three things:
1. Choosing the right time The entire Binance Alpha futures with contracts are basically only in two situations:
- The chip has already been dumped into the low range, and it’s in a stage of abandoning the board or re-collecting chips - High control with low circulation
But the core logic is that natural trading participation is low. Only when the market maker shows clear active market-making behavior will there be large-scale participation.
So, how do you choose the timing?
No matter what the “庄” (market maker) does—building a position, distributing, pumping, or dumping—there’s always on-chain activity involved: collecting/splitting funds on-chain, laying out LP, sending chips to new holders, and broadcasting signal orders, etc.
These actions directly show up as a sharp spike in the number of independently sending addresses in a short period.
At this time, you can use our “Onchain Anomaly signal”: listen for an alert when the on-chain transfer count for an Alpha coin jumps to more than 3x the benchmark.
The principle behind this signal is: Alpha coins have thin spot liquidity, and when the market maker moves, the price fluctuates sharply—so once triggered, the price is very likely to move a lot.
After data testing: within 48h after the signal, there’s about a ≥15% fluctuation ~79%; while random trading is only ~48%. The success rate improves from coin-flip odds to about 80% (see the attached chart—the white line # marks the point when the signal triggers).
How to use it: add the coin when the signal triggers (especially the first trigger) to your watchlist. Over the next 48H, they’re most likely to have major moves. Ideally, set up some automation here.
The 519 moment of the US stock market: Right now, just like that moment back then
In the past two weeks, I’ve said this in all three Spaces: If you want to understand the current market, you first need to understand the 519 in 2021. Right now, whether it’s stocks or crypto, it’s just like that moment back then. 1/ On May 19, 2021—what exactly happened? Let’s start with the background. In that 2021 bull market, the essence was that after the COVID-19 pandemic, central banks around the world loosened policy massively, creating a leverage-driven bull run; but at the same time, it was also the first cycle in which DeFi truly became the main storyline of the market. BTC and ETH, along with a host of core DeFi coins, surged hard. Most major exchanges basically went all-in as soon as there was a DeFi coin.
Want to catch the Binance Alpha and contract meme coin trends?
Looking to become a 'shill' content expert on Twitter?
Then check out our Binance Alpha Skill co-produced by HertzFlow @HertzFlow and Surf AI.
> How to use it?
1. Tell your AI "npx skills add HertzFlow/hertzflow-skills" 2. Complete the skill installation 3. Input any Binance Alpha (including those with Binance contracts) coin name or contract address with one click
You can generate a whale-level on-chain insight report within 10 minutes.
On-chain trends laid bare, including:
- Whales/insider info, exchange transfers, retail chip distribution - Whale insider selling and profit situation - High-value suspicious movement analysis of wallet matrices: mass withdrawals from exchanges, multi-layer wallet distribution, bulk aggregation, high-frequency multi-angle volume manipulation - Wash trading, on-chain spot slippage analysis
It also grabs a high-value wallet address watchlist that you can directly copy to track in Binance Wallet's address tracking feature.
> Why use HertzFlow Alpha Skill?
We open-sourced our team's framework on meme coin research and on-chain market cap through the Skill. It saves over 95% in token usage compared to figuring it out on your own with Codex/Claude.
Now, install and use the Skill, and with the Surf API link in the installation prompt, you can get @Surfdeveloper's 3000 credit API usage limit, which is like free usage.
USD, AI, and Ponzi: A Guide to Trading with Crypto Mindset (Part 1)
"Humanity may not have a future, but it will never stop plundering." Fiat currency is the most efficient, most covert, and most iterative tool for plunder in human history. It can be conjured out of thin air by the regime — all they need to do is continuously prove that this currency can be exchanged unconditionally for the core materials that keep human society running. The issue is that the real survival threshold for humans is just about getting by and procreating, so low that it can't sustain the need for fiat currency and governance. Hence, the fiat system must continuously revolve around a certain 'material' to jack up people's living costs, to justify the rationale for plunder. This process is what we call 'development' — constantly creating mismatches in essential needs, using new mismatches to rationalize the previous round of mismatches.
The first rule is to never confuse trading mindset with holding mindset
A trading mindset is about buying when no one cares and selling when there's a buzz
Or buying at the bottom, calling it at the top, and figuring out your own exit
A holding mindset is to buy and HODL, building your own conviction
I've noticed many folks are maxed out on sentiment analysis in crypto, farming gains like they’re the next Yuan Longping; but once they start trading stocks, they begin all this talk about which is the future, which has a chokehold, and how some earnings reports are way off expectations
Friend, it's like Layer2 and Restaking; the data can be manipulated; I have a finance background and have done some unconventional IB listings, and within legal limits, there are plenty of financial tricks to make earnings reports look like they’re about to hit the moon
How come the same problem becomes unsolvable just by changing the exam room?
Going from 50 bucks to 100 bucks, and from 50 to 60, then 65 to 80, and 85 to 100. While the gains may seem small, the odds are a completely different game
The core of crypto trading is defense, while the core of stock trading is a pyramid scheme
The logic of a pyramid scheme is "there's no tomorrow you can't reach," while the logic of defense is "there’s no tomorrow that's a must-have" (as shown in the chart, especially think about those who entered midway without any tools for swings or shorting)
For those who rely on their livelihoods, never let go of the big losses
Since coming back from Hong Kong, I've noticed the same vibe as my friends in the market-making biz. There are about two to three inquiries a week regarding contracts and alpha strategies from hot money in the US, Hong Kong, and A-shares.
Many of these traders have already tried leveraging their positions, and even if they’ve lost money due to poor execution, they think "it’s definitely my own fault for not following the right strategies," much like how everyone is eager to pay tuition to AI trading. Everyone is jumping in to try their luck.
Over a decade ago when I first entered the workforce, I was part of an alternative IB biz helping hot money traders set up listings. The biggest difference between these traders and retail investors is that their top priority is control, not sector hype or narrative.
In contrast, narratives are just tools in their hands. While everyone rushes in, these traders might have already taken their profits and exited the game 3-6 months earlier, moving on to the next market they can control. This is a key factor in what's called “sector rotation.”
When everyone and big institutions dive into hot sectors like AI, US stocks, or Korean stocks, it creates an outflow effect for a lot of hot money—on one side, they take profits, and on the other, the market gets too big to control.
The crypto market is one of the few left after the US, Hong Kong, and Korea where you can effectively attract liquidity from opposing positions (other markets have relatively high barriers for global retail investors), and it offers completely asymmetric control and costs (including compliance and chip acquisition costs): you can handle it, control it, benefit from it, and take it away.
Many crypto brothers shouting about leaving the space, when a small hot trend pops up, they are basically "come when called, ready to fight," with entry rates that far exceed those of seasoned A-share investors, and it's purely a chip game that doesn’t require prior knowledge to participate, making the barrier low.
These hot money traders are the main influx in the current industry. For them, the biggest narrative in crypto is the perfect "gambling layer."
Anything can be used for gambling experiments, and feasible gambling products will be brought back to traditional finance to make money, such as perpetual contracts, event contracts, and dividend schemes (like the Canton Guangdong chain). It’s like how F1 prototype technology benefits civilian cars.
So many crypto industry professionals have consistently misunderstood the current issues in this space: it’s not that there aren’t good applications, but rather that they’re targeting the wrong audience—they haven’t effectively served the hot money traders or those controlling the game.
With the FUD wave from Western KOLs, many meme coins are riding the wave down - the shorting bull market has arrived, and our meme coin strategy is now seeing a final winner:
V4A-Flash Crash Strategy
Strategy Principle: - Assumption: The meme coin whales have capital costs and won't go against the trend to burn through funds. So once a downtrend forms, they won't buy the dip but will instead flash crash. - Coin Selection: Based on listing times and unlocking groups 1. VC coins that haven't started unlocking yet 2. Meme coins nearing full circulation 3. VC coins under continuous sell pressure during the unlocking period 4. VC coins that have fully unlocked large amounts
Based on historical performance, we ban low-volume coins and those close to full circulation. Entry: 1. 24H cumulative gain 2. 4H bullish exhaustion 3. 1H lower high confirmation
Exit: 1. Correct direction but a bounce occurs - trail 2. Wide stop loss 3. 8H expiration automatic liquidation to handle volatility zones
Real trading with small capital test $500 1x: Caught the $Tradoor flash crash yesterday. Trigger frequency is good, stop loss has hardly ever been hit (see chart).
Key Variables: The trading volume and other data in the coin selection logic's ban list change over time and need constant updates and backtesting. For this, I've built a complete data collection script.
Why did the previous V4A and V8 fail? V4A: Shorting after breaking two 1H support levels.
The backtesting research made a mistake: the 30m and 1H lines don’t exist in real execution; the only usable data is the current market price.
Backtesting was heavily based on data from 2024 or even earlier, which has no reference value for current trading conditions.
Ultimately, serious drift occurred in real tests, with the V2 version of V4A averaging a PNL of -1.68%.
V8: Shorting when OI continues to drop but prices remain stable or slightly increase.
The issue is that hitting the stop loss in real trading is 2.5x more frequent than in backtesting. Clearly, V8 was a price correction for a specific period, not an executable strategy, and can only be used as a signal.
Before being suspended, the average PNL was -1.13%.
I will partially open V4AF as a signal to the @Hertzflow_xyz community.
Next, we will continue our strategy research on meme stocks in the U.S. In preliminary backtests, we found that many U.S. stocks are highly controlled and the data shows an astonishing consistency with the meme coin strategy backtests (supply returns to the edge).
Recent support from AVIS car rentals and previous Hong Kong shoe stocks has also been observed.
We will continue to provide updates.
加密韋馱Crypto Skanda
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I used AI to find a foolproof strategy for Binance futures' hottest coins, and surprisingly, the one that worked was...
TL;DR: 1. By studying over 220 Binance futures contracts, hundreds of manipulation event samples, and 60+ data dimensions, we identified potentially viable positive EV trading strategies for "volatile" cryptocurrencies. 2. Data proves that predicting the start of a rally and "top-picking" are both infeasible. 3. The only viable strategy: Short sell during a sharp rise followed by a pullback, and strictly execute a sell order on the rebound. 4. The only effective indicator: Naked candlestick chart 5. Enter the market early, take short positions, and exit quickly. The following is the main text: This week's report from @coinglass_com actually illustrates two points: First, Binance, Binance, it has to be Binance @binance
Trump announced the blockade of the Strait of Hormuz starting today
So many Twitter "temporary geopolitical military experts" have predicted less accurately than I did
Last Monday, when many people were saying Trump would TACO and ceasefire, I said it was impossible to stop, and Iran wouldn't be able to collect money in the Strait of Hormuz
I have long said that World War III has already begun, and we must strictly control the fluctuations and not just look at the long side; so many people do not believe
Absolutely do not be brainwashed by the domestic theory of "the East rises and the West falls," and do not believe in what Trump TACO, he is the most effective president since the Bush administration
I used AI to find a foolproof strategy for Binance futures' hottest coins, and surprisingly, the one that worked was...
TL;DR: 1. By studying over 220 Binance futures contracts, hundreds of manipulation event samples, and 60+ data dimensions, we identified potentially viable positive EV trading strategies for "volatile" cryptocurrencies. 2. Data proves that predicting the start of a rally and "top-picking" are both infeasible. 3. The only viable strategy: Short sell during a sharp rise followed by a pullback, and strictly execute a sell order on the rebound. 4. The only effective indicator: Naked candlestick chart 5. Enter the market early, take short positions, and exit quickly. The following is the main text: This week's report from @coinglass_com actually illustrates two points: First, Binance, Binance, it has to be Binance @binance
X's automatic translation system for this language is simply a disaster
It takes effect directly without any prompts, and there are no hints or tutorials on how to turn it off
As soon as I opened Twitter, if it weren't for encountering a few KOLs whom I am sure cannot speak English, I wouldn't have realized this was the result of automatic translation
You may have seen this video many times on Twitter and heard this song many times
A middle-aged man is dancing alone in the dance floor, oblivious to everything around him
Actually, what this meme represents is not important at all; what matters is:
This 3-minute video is almost the best portrayal of our group of middle-aged men born in the 80s and 90s:
- Absurd yet extremely self-aware - Immersed in nostalgia - Knowing that the world they know is rapidly collapsing, but can only laugh anxiously with the crowd, then play music and dance, otherwise what else can you do?
Our generation grew up in the context of "The world is yours, and ours, but ultimately it's yours" after the reform and opening up
But we stepped into adulthood amidst chaos, relying on stubbornness and self-deprecation to get by
Alright, this Claude Code source code leak should be considered clickbait:
I tried to see what could be reversed with this source code, and the result:
It can be reversed, but it doesn't have much significance. Because Claude Code is not actually closed source.
Actual situation: - The code for Claude Code CLI has always been readable in the npm package (minified JS), and the source map just makes it into readable TypeScript -
Just sent away a group of project team leaders who came for the weekend conference.
Before they left, I discussed a question with them: what do you think about the issue of memecoins not being able to 'build'?
One of the project leaders spoke very profoundly: "Although I don't understand trading 'mimi' at all, our team leaders do not dare to sell casually after staking their deposits.
The reason is simple; the market below is watching this address. If you sell or run away, you will be responsible for whatever happens in the market afterwards.
Ground promotion is different from online promotion; inviting clients is all about personal connections, and when problems arise, people find people to resolve them.
This is why community leaders have the motivation to expand the market as much as possible, even overseas and in unrelated areas, because the further they are from the core team, the more they can cash out, and the smaller the risk becomes."
How valuable is the reference? Experience it yourself.