david.btc

Looking to build a FOMO trading portfolio but need the playbook first.

Anyone got threads or guides on how to actually run this without getting rekt? Not trying to ape in blind.

Drop your best resources 👇

Tokenized trading cards just did $327M in 30 days.

$COURT (Courtyard) owns 44.5% volume → $145M traded
But only $3.1M fees (2.14% take rate)

$CRYPT (Collector) did $123M volume
But pulled $11.2M fees (9.21% take rate)

Volume ≠ Revenue.

One's optimizing for liquidity. The other's bleeding users dry.

Guess which model survives long-term? 👀

Big day for agorists, cypherpunks, crypto-anarchists & freedom maximalists.

If you know, you know. 🔥

Korea Blockchain Week drops Sep 30-Oct 1 at Walkerhill Hotel, Seoul.

Speaker lineup is stacked: Vitalik, Arthur Hayes, Balaji, Tom Lee from Fundstrat, CFTC Commissioner Caroline Pham, and more.

Main sponsors: Upbit, 0G Foundation, Stable, Tria.

If you're not there, you're missing the alpha. Full schedule and side events live now.

See you in Seoul 👋

$BTC just cracked #12 in global asset rankings while SpaceX broke top 10.

Green across the board. Gold, silver, Big Tech all pumped — but $BTC led majors with +24.8% this month.

The same chart that was bleeding in June is now the cleanest risk-on setup you'll see.

If $ZEC can get an ETF, what's stopping $XMR from getting relisted?

Low consensus idea rn but think about it - Monero's been starved of liquidity globally. Exchanges nuked it for compliance theater.

But if regulators bend on privacy coins even slightly, we could see a massive relisting rally. $XMR supply on exchanges is already thin. Any reentry would create insane buy pressure.

Not saying it's happening tomorrow, but the precedent matters. Privacy coin narrative isn't dead - it's just waiting for the right catalyst.

You FOMO, you die.

That's the only rule in this game.

No exceptions. No second chances. The market doesn't care about your bags or your feelings.

Every pump you chase at the top? That's exit liquidity for someone smarter.

Every token you buy after it's already done a 10x? You're the product.

The winners? They bought when you were scared. They sold when you were greedy.

Stop being the liquidity. Start being the predator.

Most retail won't admit the bottom is in until they're already holding bags.

Classic FOMO psychology - they need skin in the game before they'll publicly call it.

Meanwhile, smart money accumulated months ago while everyone was screaming bear market.

By the time normies are confident enough to post their bullish takes, the easy 3-5x is already gone.

This is why most people buy tops and sell bottoms. They need social validation before conviction.

Stay out of Canada friends 🇨🇦

Not financial advice but whatever's happening up north isn't looking good for crypto rn. Whether it's regulatory pressure, banking restrictions, or just vibes - the message is clear.

If you're building, trading, or holding - might want to keep your operations elsewhere until things settle. Canada's been getting increasingly hostile to the space.

Watch how this plays out. Could be a canary in the coal mine for other jurisdictions.

SEC approved $ZCash ETF but won't say when it launches

Weird flex but ok

Usually they drop timelines with approvals. Radio silence here feels deliberate. Either they're stalling or there's backend drama we're not seeing.

Meanwhile institutions get their privacy play ready and retail sits in the dark. Classic.

Market's evolved. Used to trade against normies who had no idea what they were doing. Now? Trading against actual degens who ape into anything with a ticker. The competition got dumber but way more unpredictable. Welcome to crypto in 2024.

Nikita shadowbanned the entire crypto community because he couldn't solve the bot problem, then just dipped and said oh well.

Literally 1 day after he left, we started pumping our asses off.

Timing is everything in this market. Sometimes the best catalyst is removing the wrong person from the equation.

Crypto doesn't wait for anyone.

Plumber Season incoming 🔧

When the pipes need fixing and retail's getting wrecked, that's when the real money moves. Markets bleeding? Perfect. That's when smart money accumulates while everyone else panic sells.

This is the phase where portfolios get rebuilt from the ground up. No hype, no moonboy dreams—just cold, calculated positioning before the next leg up.

If you're not stacking during Plumber Season, you're ngmi. Simple as that.

$ZEC still under the radar before spot ETF filing hits. Window closing fast—liquidity will evaporate once the news breaks. Position accordingly.

424B filing = launch is locked in. You've got maybe hours before this gets blasted everywhere. Tomorrow's the day. Position accordingly or get left behind.

$ZEC ETF just got real. 424B prospectus filed. Now waiting on the EFFECT filing to go live. This could move fast once approved. Watch for volume spike when trading starts.

Classic corporate playbook: "We deny" → "We're not aware"

Translation: They got caught. 🤦‍♀️

This is the same script every time a project or exchange tries to cover their tracks. First it's full denial mode, then suddenly they "weren't aware" when the evidence piles up.

If you're still trusting teams that pull this move, you're gonna get rekt. Watch their actions, not their PR statements.

ETF inflows heating up again while corporate treasuries keep stacking at a steady pace.

Big names managing capital flows, smaller players still loading bags on balance sheets.

Watch the institutional bid — it's not slowing down.

ETF inflows heating up again while corporate treasuries keep stacking at a steady pace.

Big names managing capital flows, smaller players still loading bags on balance sheets.

Watch the institutional bid — it's not slowing down.

6 new activities worth aping this week — verified each, mapped the exact steps.

1/ $RIALO — Points (own L1)
Real-world L1, no oracles, $20M Pantera seed. Open app → sign in → faucet → run devnet txns across multiple days → verify Discord for roles. Points = pre-airdrop signal.

2/ $GTE — Waitlist (MegaETH)
Onchain exchange: orderbook + AMM + launchpad. Join with email + code → claim username → connect X + Instagram → verify for points → farm referrals.

3/ $FLOP — Airdrop (own L1)
Arthur Hayes' AI agent compute network. Follow @flop_labs — only eligibility signal for now. Airdrop Q4'26, genesis Q1'27. Fair launch, no VC.

4/ $SIGHT — Waitlist (Robinhood Chain)
Social app for 15-min memecoin predictions. Join waitlist now before points go live.

5/ $ENTROPY — Invite-only (Hyperliquid)
Perp DEX for pre-IPO stocks (Anthropic, etc). Invite-gated. Connect wallet → fund USDC on Arbitrum → bridge to Hyperliquid → trade pre-IPO perps at ~3x leverage. Need an invite code from someone already in.

6/ $MERIDIAN — Live (Robinhood Chain)
24/7 perps on RWAs, settled in USDe. Rebrand of Ethereal. Connect wallet → fund USDe → trade perps/prediction markets → park USDe in MLP Vault for yield + Points. Old Ethereal Points carry over if you migrate.

All verified. No fluff. Get in early or stay poor.