XY
@xydotdot
A common man with an uncommon desire to succeed.
Life Beyond Trading Every trader reaches a moment when they have to ask themselves: What am I really chasing? At first, the answer seems obvious: freedom. The ability to live life on your terms, to escape the grind, to never stress about money again. But somewhere along the…
When the asset is no longer volatile, you’re already late. Volatility marks the territory where narratives are still unsettled, where uncertainty still allows for asymmetric reward. By the time an asset feels “safe,” the upside has been socialized....priced in by those who…
Sunday Tip: Keep a Scoreboard Connection fades without friction. If you want to build real connection with someone, whether it's a close friend, a sibling, a partner, or someone you’re just starting to care more about, then one of the most underrated tools you can use is a…
Thoughts… The best way to build a network is to be early, before the world cares. In the early days, everyone is fighting the same uphill battle. There’s no status, no noise, just people who believe in something that doesn’t exist yet. That’s when real trust is built. Every…
Markets are inherently unpredictable. Human behavior, on the other hand, is remarkably consistent. Obsessing over behavioral patterns will make you a better trader than any technical skill ever will.
Thoughts.... Every time someone utters the phrase, “NFT season is about to start,” we are met with the same outcome: a slow bleed or an outright dump. It has become a ritual prediction (part hopeful, part delusional) that has reliably preceded disappointment since the original…
Linear Minds Don’t Win Long Games The human brain struggles with compounding because it’s fundamentally wired for the linear. We process events sequentially, we understand progress in straight lines, and we crave immediacy. But compounding is non-linear. And non-linear growth is…
Anyone else been Clemente’d lately?
When you 40x long and Clemente pops up on the TL like…
The Debt Way There’s a way of life that’s so deeply woven into the fabric of American culture that most people can’t even see it anymore. I call it the debt way. A quiet, tragic trade of freedom for convenience. Debt is sold as a tool, a bridge, a step forward. But in…
This went well.
The easiest play on PUMP TGE right now? Buy the blood on other solid memes….especially Bonk-connected CAs. The token isn’t changing trajectory. And the trajectory is obvious. Don’t overthink it. Pull up the charts on every high-FDV token over the past two years. Now ask…
You don’t love or hate a coin. You don’t love or hate a protocol. You don’t love or hate a founder. You don’t love or hate a KOL. You only love or hate your entry….everything else is just a reflection of that.
Bought a good amount of PUMP here. Not only does this look like the absolute climax of FUD/DRAMA... Now ego is involved, and that’s one of the most powerful drivers. The ego of someone with a shit ton of cash, by the way.
Moral of the story: You don’t need to be brilliant to make a lot of money when you’re leveraging human greed and desperation against them. There’s a real lesson in that….for both the customer and the entrepreneur.
Wednesday TIP Liquidity rewards movement, not memory. In crypto, many traders fall into a subtle psychological trap: the first chain or meta where they scored a big win becomes more than just a market, it becomes their identity. That initial success is framed as a home field,…
For some reason, today feels like the right day to QT this.
Even if you’ve never kept a journal before, take a moment today. Grab a pen and a piece of paper, and pour out how you feel right now—your regrets, your lessons, what you’d do differently if given the chance. The most honest journal entries I've ever written were on my worst…
Most humans are just LLMs in denial. Most people live their lives like LLMs, and I don’t mean that as metaphor. I mean it literally. We move through the world as probability engines trained on the past, running compressed behavioral scripts over and over again, mistaking…
Thoughts... Crypto treasury SPACs will give us another Big Short Moment They were already heating up...now that Trump’s involved, they’re about to catch fire. I've always thought Wall Street is as skilled as Steve Jobs when it comes to selling things people didn’t know they…
The Narrative Is the Bait. Traders Are the First to Bite. Most people completely misunderstand what a “narrative” means in memecoins. They think the narrative is supposed to convince the audience: the masses, the consumers, the cultural endpoint. But that’s not how the game…
“Believe in Something” Doesn’t Work Anymore This latest NFT resurgence, and the nostalgic chants from OGs urging newcomers to “just wait, you don’t understand how wild it can get”...got me thinking. Not just about the current state of NFTs, but about the broader mechanics of…