DEXLaboratory Trading Journal
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Just my notes and degen plays I do not wish to post right away via Twitter.
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لا توجد بيانات7 أيام
+1030 أيام
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Rinse your silly ptsd and bias asap if you’re still or became lately permabear or you will get once more absolutely obliterated as you join too late when fomo hits
I feel that this $10K wallet can do a nice run in the next 12 months. Let's see how it develops. I am punting hard like 25% of entire deposit at once, but I'd prefer to bet on stuff I feel rather comfy with to pull easy x2-3 where I take initials out and let it ride out and sell into strength, so I have more ammo to deploy.
Bought $WTH on @tryfomo
My first public buy I made on that platform - expect more to come - Kicking off with $10K Deposit to see how things roll for me with public wallet. You can shill me stuff in DMs with Thesis, and I will buy if I like it. A lot of alpha can be found in trenches right now. $WTH came recommended from a friend that is deep in there and does great research, so after a long convo, I decided it's worth to ape.
Project in short:
> Uniswap v4 utility hook on Robinhood Chain - it catches the arbitrage between pools inside your swap and keeps the profit generated in-protocol: cashback to swapper, cut to LPs, rest to treasury. First mover tech.
> $3.1M FDV, $479k liquidity, around $340k daily volume
> They made $100k in realized arbitrage value retained in just over a month, with the split going to cashback and buybacks/burns - their numbers, from their X
> Arc integration already announced, Hookr just shipped their first hook builder integration powered by it, and integrating other projects pools is the whole design
> Uniswap's official account showed up under that Hookr announcement with "*Hooks mentioned*" - publicly acknowledged -
> Already going past Robinhood Chain - Arc supported, Base teased on their X. Scalable potential
It's a slower utility cook and so far under the radar, did not see yet tonsa KOLs crowding it or having hefty bags yet, that's the point. If the hook keeps paying out and Robinhood Chain volume grows, it gets integrated more, this gets noticed in coming weeks.
Will take profits into strength - my trades are public on fomo.
I'm in touch with the founder - he's been very open about answering my questions.
You can track the project updates here: https://x.com/whatthehookv4
They are also listed on DefiLlama: https://defillama.com/protocol/what-the-hook
I've seen a lot of big names out there and NFT OGs, will be interesting to see the market go live and see how the floor price moves.
https://x.com/zksnarks_/status/2100620785651941799
Clearing price of 1.5 $ZEC - Yeah, no joke. A ton of ppl at 1.5 ZEC did not get filled as well.
My withdrawals are not passing, lmao, all these extra verifications now with exchanges like OKX, well - tomorrow is another day
Fiddling with depositing $$$ into the FOMO account.
First purchase + thesis will follow after.
Let the fun begin. Remember I will use sell button in FOMO at some point. I can get 100% rekt. No risk = no fun.
Im away till tomorrow evening just FYI
I have been taking interest in few projects, will most likely open my fomo account, deploy some capital and bid first thing during dips this week with thesis.
Let's see how that goes, you will be able to watch me get rekt, or to glory alongside. Most positions will have a thesis to follow.
Taking more and more calls/meetings lately, will be nit-picking few projects for conviction backing & push for the upcoming cycle.
Everything will be clearly spoken of here.
I will say this now - If you cant hold, you won't be rich, but if you won't take profits, you will end up poor.
Just balance it out.
Last call for building strategy before things get more dense and heavy with information bombardment, tokens spawning, relanuching, rebranding, defi primitives reinvented, onchain reneissance, rotations etc. If you do not know how to do it, just ask your AI chat, just glue that prompt together with more than few words.
GM
Pick a lane you will follow with 90 to 100% of focus through the next 12 months, else you might end up getting yourself obliterated due to spreading yourself too thin on several fronts.
What I'm talking about here is if you think you can take day-trading futures, shitcoining, doing spot swings, trying to do nft mints etc - you might find yourself spread so thin, you won't be able to even do one well and miss a ton of decent opportunities.
I find people that master their lane of choice to be most consistent in being successful. I've seen people go from shitcoining to leverage, most often then not they were getting wiped, only few prevailed. Same goes the other way around.
Each of the lanes have its niches too. Doing Futures for example can mean doing a larger, longer, lower leveraged swings on HTF, doing momentum plays only, or LTF intervals trading with higher sizes and very tight ranges. Same goes for shitcoining - there are people trenching the unbonded tokens, betting up to 500$ in those 10-50k shitters, and there are people that only trade confirmed established shitters that are say above 3m mcap with X% amount of smart money in with larger size but exit much sooner, some just find fundamentaly sound bets and size them + preach them for months, others stick to pure mem-ology while some are utility-tards maxis (like I was last cycle - any time i touched a meme i got obliterated, 10/10).
Even though the space is small, it has many, many lanes that allow for mastering them - find one that does not make you loose your health and sleep over, cause that's something you cannot buy back.
This is worth applying to btw.
https://x.com/zksnarks_
Can be a major cook. DYOR.
People really getting spanked in most cases now with on-chain shitters. Be wary when taking positions when tailing someone.
Feels like it makes more sense to now join on major pull-back/drawdown and nibble at it, than join during first surge, cause these surges (majority 9/10) end more rapidly than before.
Im looking over at 50+ people that I follow over at FOMO and I can see the hectic moves, including myself taking losses when the token then returns back to the entry. Lack of patience and aping too quickly playing a big role.
Going to take a week off most likely from trenching actively to do some notes, refine strategies. Learnt a lot on how the process looks like rn to get any sort of edge, havent really made much $$$ in the process since I did make quite few bad decisions along the way - main price I paid was my time spent on it.
It's going to be quite fun time starting from end of month. Tons of work to be done and opportunities to be found. Chatting to several founders, looking for decent utility ever-green or at least cycle-green narratives I could buy and push as my holdings.
$UMIA
Build your own conviction when the token is way above 10M$ MCap, because obviously most of these are played with bigger size than shitters that are kicking off often time below 1M$
Initial borrowing of conviction is fine, to dip your toes, but if you do not build conviction about position yourself and you let yourself live on a borrowed one, it runs out the moment PA does not look the best, hesitation kicks in and then you're screwed, shaken out or worse - you sell at a loss near the bottoms.
Manage your profits yourself. I won't be telling you when I capture mine for most of my positions, cause I'm not here for it.
We will have lots of positions posted here as I play them myself, since this is my journal
Keep in mind - I owe you nothing, I play with my own money. You take your own risks when borrowing conviction from me, or gambling on what I play
I am not going to be locked in for the next 25 days still. I do believe that there will be tons of occasions though, but for those that are already here at the table - there's shit ton of opportunities, use them.
Not a clue what this will end up being, but could be good ponzi styled farming with high %APY - hot seat game where u need to know how to farm to actually make decent money and gtfo before it comes tumbling down on your head. With enough high volume people talking about it and simplification of LP deposits we may see a good gamified farm.
https://x.com/YieldFields_RH
I ive put a 🔔 on their account to see any updates they post. Curious to see what comes of it.
Presale jeets will surely take initials or even profits, as we still have lots of people with ptsd bear mindset. Keep that on the back of your head.
I havent participated in Umia presale, market bought initial bag instead after its live at 34M$ FDV, so roughly x2 at the public sale price.
0x56ab53b77f07da3af732150e8aec4783eb5bba7d
In short, it's The MetaDAO of BASE.
https://x.com/umia_finance
Swinging this as I think it can go easily to around 100M before major corrections.
Let presaler jeets do their thing, I'll DCA.Went to 10M, so like x40 and died. Unless u got finger on a trigger, these things can go away so quick its amazing
