0xkyle__

i, for one, am very happy that the crypto style of trading is moving to stocks

"oh crcl is overvalued -> coin beta"

this bodes well for the future of trading

the new meta in crypto is that 20% of tokens will make 80% of gains

more accurately, 1% of tokens will make 99% of gains

the bad news is that if youre incapable of handling volatility and have risk limits you will likely underperform

this isnt an insult, its just a mathematical fact that as less tokens do well, u just have to have more concentrated positions

power law or smth

專業提示：僅僅因為*你喜歡的方向上發生了重大事件*，並不意味著這是轉折點

e.g - "很多人談論股票，上漲" - 這不是頂部形成的方式

同樣，"沒有人談論加密貨幣，底部" - 參見 ETHBTC；沒有人談論 ETH!

也許我們會得到一個 bybit 的 IPO 或其他什麼

說實話，當你看到這些估值時，很明顯為什麼加密貨幣的替代品會這樣表現

貝萊德: 1520億
以太坊: 2900億

愛彼迎: 800億
索拉納: 760億

喬利比: 44億
PEPE: 40億

捷藍航空: 14億
ARB: 14億

不過我想說，加密貨幣成功地讓魔法貨幣變得真實。

my take is that if you're in crypto and looking at crypto equities, start thinking about the lines in which tradfi can use crypto that isn't explored / fully well understood

because clearly the world doesn't understand circle whereas we understand it abit TOO WELL and got too fundamental

the most obvious lines are
- stablecoins
- tokenised equities
- perps
- and maybe DeFi

to be very honest, many PRODUCTS of crypto are good. their TOKENS, however, are not. In fact, i think that if a defi protocol (that's big) ever decides to IPO, i think it can run it up alot, vs their token

as such, for tokens, i think the list is short, and imo the one i like the most is HYPE

and then for stocks, you have
CRCL / HOOD / COIN

if anyone has any ideas, let's jam

順便問一下，爲什麼在 Mirror 之後的四年裏沒有人構建代幣化股票，而現在突然每個人都在構建它？

do you still believe in alt szn

why is no one talking about the fact that:

- you can now trade oil and commodities on bybit
- you can trade stocks on bybit
- bybit also launched a dex on Solana

??

哇，這個真棒，非常感謝 @AchillesKicks - 如果你們想要類似的東西，可以私信他！10/10 的好工作，老實說

我會到處展示 @Azuki

現在我需要一個胖胖的 😭

一方面，我相信這個擁擠的交易在長期內不會對自身產生不利影響，因爲總可用市場（TAM）要大得多 + 由於良好的基本面，有能力吸引傳統金融（tradfi）的買家

另一方面，我不喜歡大家都急於買入

可能低於高點

HYPE is the one coin that you can trade on sentiment easily - sell at ATHs and everyone was euphoric, long when the fud starts coming out (we are here)

anyways i did some thinking about where the next leg up will come from and i believe it comes from HYPE becoming a decentralized binance

- HYPE started as a perp dex, yes
- it also makes all its money from perp dexes
- but its vision is never a perp dex. in a way it's more like a CEX but decentralized (not calling it a DEX bc people will think i'm talking about AMMs)
- PENGU is on HYPE spot (though it can't be traded yet) ; i think we're gonna see more of this where projects truly treat HYPE as a place to launch their tokens
- why? because the binance cabal is truly getting insanely out of hand ; if i was a project and had to choose between giving up >5% of supply to get listed, vs potentially listing on Hyperliquid and taking a risk, it's clear which one makes more sense
- go see the charts of all the new launches on binance lol. vs a platform with not as much users, and not as much volume - sure it might go down only, but on binance it's literally confirmed to go down only ; at least on hyperliquid u stand a chance

anyways this will likely take a while. in the short term it's dominated by flows and unfortunately
- everyone is in this coin
- means reflexivity is insane to both the downside and upside
- if this shit launched in 2021 we'd be at 500 or some shit right now. unfortunately we are succumb to broader market influences, which basically means that the upside from here is not as large as it used to be until the building catches up due to the crypto market just being very dry right now

overall think this is the one token u always want to hold bc this guy is maximally aligned w the crypto ethos and is someone i'd trust to build whatever he's building

當前加密市場由幾個資產組成，這些資產的漲幅達到4倍，如果你錯過了，基本上就會在接下來的一年中待機。

有很多人喜歡使用的說法我並不太理解

例如"你想要是對還是賺錢"

好吧，我想兩者兼得，我希望我的交易想法是正確的，從而賺錢... 這不就是本質嗎？

> be me, crypto degen
> open tradingview
> sees green, so happy
> realise im looking at stock watchlist
> click on crypto watchlist
> all red
> this has been happening for 1 month

>價格平層
>沒有fud
>價格小一點
>當fud開始出現

永不更改

每當我發現一個真正好的交易時，我唯一的遺憾就是沒有更多的錢投入其中

這裏的教訓

您最大的風險是對您每天登錄的行業分配不足，因爲您過於瞭解利弊，這使您在關鍵時刻無法按下綠色按鈕

如果足夠好以至於截圖...

快樂的六月（但在加密股票中）

有趣的是，當這個應用上的每個人都在IPO期間對CRWV感到憤怒時，它的市值從IPO上漲了4倍