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Crypto, Capital Markets, AI In Service of Freedom. TG: @somonaut X: https://x.com/somonaut
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Kanal postlari
| 2 | https://x.com/sjdedic/status/2079472779615699032?s=52 | 203 |
| 3 | https://x.com/sui414/status/2079309424699847048?s=52 | 238 |
| 4 | https://x.com/cryptocred/status/2079138151528890777?s=52 | 245 |
| 5 | A must read. Written by Thiccy which has shaped my mindset a lot.
One of the first on CT who warned in late 23/early 24 about how most tokens would trend to zero (most people knew, but he popularized it and was short weak alts)
https://www.scimitar.capital/p/the-jackpot-age | 214 |
| 6 | https://x.com/alliance/status/2077836923402391912?s=52 | 365 |
| 7 | JUST IN: đșđž CRYPTO CLARITY ACT IS NOT PROJECTED TO BE SIGNED INTO LAW THIS YEAR DESPITE PRESIDENT TRUMP MEETING WITH SENATORS TODAY TO HELP ADVANCE THE BILL. ... | 358 |
| 8 | https://www.youtube.com/watch?v=_wTmGFHhUUY | 392 |
| 9 | Watchlist:
$ZEC - strongest large cap
$LIT - strongest coin for a while, now consolidating at the highs
$JTO - JTX live, potential sell the news
$ETHFI - announcement catalyst (late July)
$HYPE - CXMT listing catalyst
$AERO - Aero launch catalyst
$KAITO - are they criming it up?
$VVV - relentless bleeding from the equity raise news
$UNI $ARB - Robinhood chain activity post launch
$PUMP - no unlock dump so far
$CASHCAT $ANSEM - recent onchain runners (topped?)
$LDO - new AI product catalyst | 345 |
| 10 | fuck | 391 |
| 11 |  Matn yo'q... | 390 |
| 12 | https://x.com/goodalexander/status/2077031311664197738?s=46&t=nluSw7cwYGx8zFxfoYi5Iw | 366 |
| 13 | If your parents arenât deeply confused by what you do, youâre playing it too safe.
https://jayalto.substack.com/p/if-your-parents-arent-deeply-confused?triedRedirect=true | 6 |
| 14 | Galaxy on onchain markets for AI inference capacity, GPU futures, and tokenized compute.
https://www.galaxy.com/insights/research/inference-capital-markets-ai-compute-gpu-futures-onchain-crypto | 358 |
| 15 | INTERACTIVE BROKERS ADDS 12 CRYPTO TOKENS, LAUNCHES STABLECOIN WITHDRAWALS VIA ZEROHASH, PAXOS
SOURCE | 313 |
| 16 |  +1Variant: Investing in Autonomy - Ten Hypotheses
> Variant's ten hypotheses explore how investing in autonomy-enhancing technology will reshape value creation, user agency, and product dynamics.
Source: https://x.com/AlanaDLevin/status/2077020468062658986 | 339 |
| 17 | NOUS RESEARCH RAISES $75M+ AT $1.5B VALUATION; 50% ABOVE PRIOR TOKEN VALUATION
SOURCE | 317 |
| 18 | When everything becomes something to optimise, reading turns into summaries, travel turns into photos, health turns into metrics, and dating turns into volume.
https://open.substack.com/pub/polarthedegen/p/optimising | 383 |
| 19 | crowded.pdf | 452 |
| 20 | Crowding in finance is not inherently a bad thing. In fact, we need to distinguish between organized crowding and chaotic crowding.
1. Organized Crowding: The Bedrock of Market Liquidity
In traditional markets, structured crowding is exactly how price discovery happens. When a massive volume of market participants congregates around a specific options strike price, it creates a robust ecosystem.
=> How it works: This concentration allows Market Makers (MMs) to efficiently match buyers and sellers, net out opposing risks, and structurally balance their books.
=> The result: Instead of destabilizing the market, this type of crowding deepens liquidity and lowers transaction costs.
2. Chaotic Crowding: The Leverage Powder Keg
Conversely, bad crowding is unstructured and volatileâperfectly illustrated by the crypto markets or highly speculative retail trends.
=> How it works: You have a massive, uncoordinated herd of traders all stacked on the same side of a trade (long or short) using extreme leverage.
=> The feedback loop: In this environment, Market Makers face severe inventory risk because they cannot easily offset their exposure. The slightest price tick against the crowd triggers a domino effect of forced liquidations and margin calls. This forces MMs to aggressively hedge in the same direction as the panic, transforming a simple price fluctuation into a violent, unstable cascade.
3. The Contrarian Playbook: Timing the Turning Point
To successfully execute a contrarian strategy, simply seeing "crowding" isn't enough. You need two distinct pillars aligned against the big players
=> Extreme Positioning (The Fuse): Positioning must be pushed to a historical, unsustainable extreme. The crowd must be fully deployed, leaving no "marginal buyers" (or sellers) left to sustain the trend.
=> A Catalyst for Mispricing (The Spark): You need a rock-solid economic thesis where the structural assumptions of clients are fundamentally wrong. A prime example is betting on an imminent recession during a US presidential election yearâa macro scenario where political assumptions might blind market participants to deteriorating economic realities. | 449 |
