$M reached 1. The spot purchases connected at 0.66–0.68 are also profitable by $20k.
No hindsight after the fact. I’m planning to rest in July.
Going forward, if I keep buying BTC dips, I’ll gradually withdraw from the community, saving my energy for the ladies.
alert的会所
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Let's talk trading: $M 's moment at $1000CHEEMS (can't reference the Cheems article from that time, but you can search for it)
Not every knife that drops 80% is a buy.
And it's not about imagining a rebound after a drop.
Basis for this:
1. No large sell-offs on-chain, abnormal contract trading volume, using bots to hedge and quickly exit spot.
Judging that a suspected contract market maker has issues, triggering arbitrage operations.
2. At 9 AM, a basis greater than 2% appeared, and gate and bg were filling orders, with no more than 5000 on-chain bottom-fishing funds, judging that moderate index sources will use spot to fill orders and pull the price.
3. At 8:55, a group friend pinged me on-chain, and I entered at 9:03, then alerted my group friends.
Highest profit was 81k, with a pullback closing at just over 50k, usually buying spot at limit orders of 0.66-0.68 for m.
Similarly, yesterday BTC crashed (there was a warning earlier), and with low liquidity and slack market maker defense strategies, bot errors are easy to occur. I chose to short at 11 PM after encountering issues with $SAHARA (ideally having BN spot, otherwise the operational path could be wrong), but it didn't succeed.
As stated, there's no hindsight trading here.
In external groups, there's always a chance even if it's a bit later.
At 0.82, Kwan was urging me, worried that my large position would lead to a liquidate, so he closed first and left me hanging.
But today, Kwan made a profit and bought me some shoes.
Here the short-term situation is due to the Wosh trading and the global assets being re-priced.
In the long run, we return to my earlier macro thesis (AI-enabled debt-forgiveness).
Use AI technology narratives to overvalue assets and dilute debt.
Inflate dollar-denominated assets instead of inflating debt.
This is a path—one that, as mentioned in the early-year “space,” you definitely should not go long on.
This morning, I mentioned that I shorted several positions.
When the harvest comes, it’s time to rest—earn more, you all.
That’s all.
alert的会所
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Let's talk trading again:
During the live session on June 21, I mentioned it.
The market will inevitably trade due to the shift back to traditional Fed guidance and the expectations of asset repricing driven by the likes of Waller.
Historically, since the recent passing of Greenspan, every new Fed Chair has led to trading, with Yellen being the only exception where everything rallied.
Previously, I closed half of the position for $BTC (locking in 5100) and then looked for a peak, but there weren't any good entry points, which is a bit unfortunate.
Besides the beginning of the year, I specifically opened this phase on the 21st, which is crucial, to give the big players a space for asset allocation and hedging.
At the same time, my buddy Kong blamed me for not teaching him options, but I also talked about buying puts for $SPCX .
It was relatively timely, not just shooting from the hip.
Let's talk trading: $M 's moment at $1000CHEEMS (can't reference the Cheems article from that time, but you can search for it)
Not every knife that drops 80% is a buy.
And it's not about imagining a rebound after a drop.
Basis for this:
1. No large sell-offs on-chain, abnormal contract trading volume, using bots to hedge and quickly exit spot.
Judging that a suspected contract market maker has issues, triggering arbitrage operations.
2. At 9 AM, a basis greater than 2% appeared, and gate and bg were filling orders, with no more than 5000 on-chain bottom-fishing funds, judging that moderate index sources will use spot to fill orders and pull the price.
3. At 8:55, a group friend pinged me on-chain, and I entered at 9:03, then alerted my group friends.
Highest profit was 81k, with a pullback closing at just over 50k, usually buying spot at limit orders of 0.66-0.68 for m.
Similarly, yesterday BTC crashed (there was a warning earlier), and with low liquidity and slack market maker defense strategies, bot errors are easy to occur. I chose to short at 11 PM after encountering issues with $SAHARA (ideally having BN spot, otherwise the operational path could be wrong), but it didn't succeed.
As stated, there's no hindsight trading here.
In external groups, there's always a chance even if it's a bit later.
At 0.82, Kwan was urging me, worried that my large position would lead to a liquidate, so he closed first and left me hanging.
But today, Kwan made a profit and bought me some shoes.
@saturn_credit : Pre-market was at 130m, now it's at 210m. Best to aim for a double expectation.
@grvt_io :
Foreign media is mentioning grvt's TGE at the end of June again, and the two pieces of info about RWA are pretty substantial:
Grvt is officially listing institutional-level RWA yield products!
Balanced portfolio: Target yield around 4.5%, backed by BlackRock AAA-rated CLO ETF.
Opportunistic portfolio: Target yield around 11%, supported by receivables from BlackOpal credit cards settled through Visa and Mastercard.
When grvt was saving money, it also offered low-risk income for traders to earn interest, which is riskier than storing GLP.
The endorsement of these two RWA products and their continuous offering of yield-bearing financial products makes them increasingly resemble an entry point for on-chain yield + all-asset trading, rather than just a perp.
Before, it was under 200m when buying, now it's at 260m, and as we get closer to TGE, it’s easier to pump.
@StandX_Official :
It’s the most KOL-heavy KOL rotation I’ve seen, although the TGE was previously scheduled for June and they’ve tightened the difficulty for earning points.
What’s more needed now is figuring out how to position within Binance’s ecosystem under Aster’s bad reputation.
This narrative needs someone to push it to build a consensus.
They say it’s a bear market, the market's bad, and you can’t make money.
But I’ve got plenty of trades on my hands; no need to keep asking if I’m in or out.
Just check in occasionally; I don’t feel like it’s a bear market.
alert的会所
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Binance alpha opened at 430m, I bought in pre-market at 95m.
During the live session on June 21, I mentioned it.
The market will inevitably trade due to the shift back to traditional Fed guidance and the expectations of asset repricing driven by the likes of Waller.
Historically, since the recent passing of Greenspan, every new Fed Chair has led to trading, with Yellen being the only exception where everything rallied.
Previously, I closed half of the position for $BTC (locking in 5100) and then looked for a peak, but there weren't any good entry points, which is a bit unfortunate.
Besides the beginning of the year, I specifically opened this phase on the 21st, which is crucial, to give the big players a space for asset allocation and hedging.
At the same time, my buddy Kong blamed me for not teaching him options, but I also talked about buying puts for $SPCX .
It was relatively timely, not just shooting from the hip.
alert的会所
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Last night, I mainly talked about asset allocation with a few big players in the group.
I usually don't open spaces, only did it at the beginning of the year.
This moment is crucial, so I addressed a few questions from my buddies.
If they don't play nice, I might just throw some rewards to my friends.
Binance alpha opened at 430m, I bought in pre-market at 95m.
I entered Saturn at an opening of 1.31.
$ARX
alert的会所
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Pre-market rundown:
Opened long at 0.95 on @Arcium, currently sitting at 2.8.
Yesterday, the arc and @BinanceWallet wallet activity hinted at supporting the sol ecosystem and also suggested the TGE timing.
As we approach TGE, chasing long positions on @aspecta_ai before the market has been significantly easier compared to other trades.
Unfortunately, I closed my position at 1.97, doubling my investment but missing out on further gains; I was focused on the community round valuation expectations.
This has been a long-term pre-market play for me, hoping for a smooth TGE.
Opened long at 0.95 on @Arcium, currently sitting at 2.8.
Yesterday, the arc and @BinanceWallet wallet activity hinted at supporting the sol ecosystem and also suggested the TGE timing.
As we approach TGE, chasing long positions on @aspecta_ai before the market has been significantly easier compared to other trades.
Unfortunately, I closed my position at 1.97, doubling my investment but missing out on further gains; I was focused on the community round valuation expectations.
This has been a long-term pre-market play for me, hoping for a smooth TGE.
alert的会所
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Let’s talk about pre-market trading again: @Arcium and @TermMaxFi
As mentioned in the quoted tweet, Arcium’s pre-market has already doubled.
TermMaxFi is also about to launch TGE based on investor information.
Right now, everyone is waiting for the schedule, hoping to stagger their moves with the big whales and VC tokens.
Both fixed income products and structured yield products have already been implemented, all rooted in the BSC ecosystem.
A lot of the stuff on Twitter has that suffix for creator incentives.
I’m an investor, so I can’t really trade pre-market, but I’ve mentioned it a few times.
Retail traders can take advantage of this last window to clock in and aim for an airdrop.
Feel free to DM me for info if you were involved before.
No need to DM about anything else.
$LAB also did a round of pre-market trading before.
Launching a community session, no fees, no rebates.
Will it be like the last time when I caught that 82k one-sided move?
alert的会所
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Let’s talk trading:
Everyone's picking sides, but no one's trading anymore.
They're all just hopping on the bandwagon, and no one's analyzing.
The Dragon Boat Festival is here, so let’s kick off the community.
This trade was originally a Wash trade; you can check the FOMC expectations and tweets for insights.
Including 1107 closing position $MU
It's just that everyone is ignoring the expected risks and continually hopping in.
Only in my community do I charge ahead, while others just want to follow my lead; I don't even offer rebates.
Because they've seen the Berserker ride my coattails for three years; he's got a car and a house now, and he's even renovating.
Why is the Berserker so good to the community? Because every brick and tile in his home is thanks to the contributions of the group; they’re like family to him.
This position $BTC was at a max unrealized loss of 1wu, and now it's in the green.
Trading is all about position management and expectations.
Let’s open up the community and kickstart your journey of following the trend.
On the birthday of the Don, everyone is making their moves; who says America lacks Shandong wisdom?
1. Speak and the law follows. A reporter asked Trump what his birthday wish was.
The Don said, world peace.
So, on the day of the birthday of the Taxman, the US-Iran talks were announced, wishes come true.
2. Heavenly auspices.
During Trump's birthday banquet, while rehearsing for the UFC, a bald eagle flew by.
On the sage's birthday, heavenly auspices, the divine eagle comes to greet.
3. Ministers make their moves.
The office of the Department of Justice has a picture of Trump hanging, named to let the sage's brilliance shine in the sacred place.
The cabinet has a right to regularly check the president's health to ensure he can handle the high-intensity workload.
On his birthday, the cabinet report pointed out that the Don works more and sleeps less, suggesting he take more rest.
Cabinet officials noted that even at 80 years old, I can't keep up with the pace of the president during briefings.
4. Gifts from all sectors.
At the Don's banquet, the choice was his favorite UFC match.
At the White House post-fight press conference, UFC president Dana White announced WLFI@worldlibertyfi as the official partner for UFC Freedom 250, and pumped $250,000 into the prize pool for UFC Freedom 250 $USD1 .
The next day, a $250 bill featuring Trump's face was put on the agenda.
Everyone's picking sides, but no one's trading anymore.
They're all just hopping on the bandwagon, and no one's analyzing.
The Dragon Boat Festival is here, so let’s kick off the community.
This trade was originally a Wash trade; you can check the FOMC expectations and tweets for insights.
Including 1107 closing position $MU
It's just that everyone is ignoring the expected risks and continually hopping in.
Only in my community do I charge ahead, while others just want to follow my lead; I don't even offer rebates.
Because they've seen the Berserker ride my coattails for three years; he's got a car and a house now, and he's even renovating.
Why is the Berserker so good to the community? Because every brick and tile in his home is thanks to the contributions of the group; they’re like family to him.
This position $BTC was at a max unrealized loss of 1wu, and now it's in the green.
Trading is all about position management and expectations.
Let’s open up the community and kickstart your journey of following the trend.
alert的会所
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Let's talk trading:
All this daily noise is pointless; I need to focus on my trading.
Other groups are just shilling, and the members are left holding the bag, losing money while still getting rebates.
This group has changed; I always have to be the first to jump in, and I haven't even seen my rebate yet.
But I'm cool with it; I'm always going to trade.
Closed position $MU and pocketed 20k, $CRCL . Last week I closed this at 81.7, as I mentioned.
The strategy was to hedge against the FOMC, and since I had spot, I bought in during the dip without getting caught up in the volatility.
Answering a friend's question: Since Binance has risk-controlled $H , why not just delist H? Is it just to rake in fees?
Honestly, I think Binance’s choice to implement a last price protection mechanism is from an overall strategic perspective.
Sure, directly delisting H would be a crowd-pleaser, but there’s a crucial issue:
How do you ensure fair price delivery at the end?
This fairness is hard to define. For example, the BSC chain has already been wrecked, and other exchanges have halted E-chain deposits, turning it into a single-player game.
Secondly, within the open interest (OI), it’s unclear how much is from the project team and how much is from users, making it tough to assess. So, a hasty delisting could lead to user losses and shift the blame onto Binance. It could easily end up like the last wave of the Alpaca delisting that wiped out many.
My suggestion to Binance is to apply an index wipe and reduce leverage to limit positions, followed by a peaceful settlement.
I’m not sure if @heyibinance @binancezh @yayabinance have seen this.
From my three reviews of the trading impacts from Binance’s risk controls, it looks like the above will be realized, and they are likely to delist.
Additionally, tracing back reveals that @Humanityprot’s recent moves were largely premeditated, not just a simple hack.
Although the profits from three trades weren't huge, the thrill of strategizing like this makes for an exciting trading experience.
Don’t let conspiracy theories and emotionally charged logic cloud your thinking.
Stay calm and focus on your own trading.
That’s it.
alert的会所
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Everyone's praising Binance's VIP, but I'm here to give a shoutout to Binance's risk management.
This is the post that sounded the death knell for @Humanityprot. From a few adjustments, it’s clear that Binance's risk control responds quickly.
If adjustments to the median deviation are made, there will be issues with multiple CEX price discrepancies, and after observing for a while, it should be hard to keep it under control.
In the early hours, Binance implemented a last price protection mechanism for the perpetual contract on $H , erasing the price weight of other CEX spot prices.
You can think of it as pre-market contracts, where the focus is on the market share in open interest (OI) and the counterparty situation.
If OI market share is high and there's no counterparty, the ADL forces a liquidation.
If OI market share is low, and the median is cheap with no triggers, it forces a return to self-referencing prices.
In these two scenarios, I can short and profit, then it’s back to the simple long-short game.
Also, due to the pre-market contract situation, the fees won't be outrageous, providing a safe margin.
At this point, I enter a short position, close it out, and call it a day, as mentioned above.
I don't know who to tag for risk control, so I'll just tag @heyibinance @yayabinance.
The folks at Binance are quite dedicated, they listen to advice and are in tune with the market.
Everyone's praising Binance's VIP, but I'm here to give a shoutout to Binance's risk management.
This is the post that sounded the death knell for @Humanityprot. From a few adjustments, it’s clear that Binance's risk control responds quickly.
If adjustments to the median deviation are made, there will be issues with multiple CEX price discrepancies, and after observing for a while, it should be hard to keep it under control.
In the early hours, Binance implemented a last price protection mechanism for the perpetual contract on $H , erasing the price weight of other CEX spot prices.
You can think of it as pre-market contracts, where the focus is on the market share in open interest (OI) and the counterparty situation.
If OI market share is high and there's no counterparty, the ADL forces a liquidation.
If OI market share is low, and the median is cheap with no triggers, it forces a return to self-referencing prices.
In these two scenarios, I can short and profit, then it’s back to the simple long-short game.
Also, due to the pre-market contract situation, the fees won't be outrageous, providing a safe margin.
At this point, I enter a short position, close it out, and call it a day, as mentioned above.
I don't know who to tag for risk control, so I'll just tag @heyibinance @yayabinance.
The folks at Binance are quite dedicated, they listen to advice and are in tune with the market.
alert的会所
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Let's talk trading: testing the exchange's risk control mechanism, and ending up feeling empty.
First wave: trading $H was about hitting the BSC chain hard, with the exchange index primarily based on the E chain. Plus, BG has a significant proportion in the Binance index. During the downturn, BG's trading volume was off the charts, and there were orders getting filled. The conclusion is that BG's spot price diverged, moving into Binance data, prompting us to go long since there was a divergence.
Second wave: I skipped this one, focusing on contract arbitrage by excluding the BG index for BN and OK.
Third wave: I aimed for the median. If Binance's risk control triggers, the index price will shift by about 3% based on the median and will cause a regression due to the premium index of the fees.
Put simply, we’re discarding the few highest and the few lowest prices.
At this point, Bybit’s index price has a larger weight from BN.
All exchanges have closed deposits for B and E chains, and the prices on BSC have become distorted, making Bybit's spot prices the anchor for the median.
If the E chain's H is controlled by the project party.
Or if the coins that were dumped on BSC are picked up at low prices and crashed to the E link (controlled by the project party for validation).
Then the spot on Bybit is in the hands of the trader.
Opened at 10 AM, maintaining a price difference of over 2%, and started pumping.
Entered a long contract, as shown in the first chart.
After closing, at 8 PM, a 15% divergence appeared, and I re-entered using profits.
Monitoring the reduction in contract positions, indicating long positions being closed. After stopping losses, I exited.
I’m done playing $H , made 20k, and it was exhausting.
Let's talk trading: testing the exchange's risk control mechanism, and ending up feeling empty.
First wave: trading $H was about hitting the BSC chain hard, with the exchange index primarily based on the E chain. Plus, BG has a significant proportion in the Binance index. During the downturn, BG's trading volume was off the charts, and there were orders getting filled. The conclusion is that BG's spot price diverged, moving into Binance data, prompting us to go long since there was a divergence.
Second wave: I skipped this one, focusing on contract arbitrage by excluding the BG index for BN and OK.
Third wave: I aimed for the median. If Binance's risk control triggers, the index price will shift by about 3% based on the median and will cause a regression due to the premium index of the fees.
Put simply, we’re discarding the few highest and the few lowest prices.
At this point, Bybit’s index price has a larger weight from BN.
All exchanges have closed deposits for B and E chains, and the prices on BSC have become distorted, making Bybit's spot prices the anchor for the median.
If the E chain's H is controlled by the project party.
Or if the coins that were dumped on BSC are picked up at low prices and crashed to the E link (controlled by the project party for validation).
Then the spot on Bybit is in the hands of the trader.
Opened at 10 AM, maintaining a price difference of over 2%, and started pumping.
Entered a long contract, as shown in the first chart.
After closing, at 8 PM, a 15% divergence appeared, and I re-entered using profits.
Monitoring the reduction in contract positions, indicating long positions being closed. After stopping losses, I exited.
I’m done playing $H , made 20k, and it was exhausting.
alert的会所
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Hope for a bit less hype:
Hey bro, what did that big player say today, and what did that other guy say before?
So, the news station, xx has pulled a rug, all because of hackers.
Let's dig up a few more trading opportunities:
$H Go long based on the index and arbitrage the spread.
Remove the index data source, and let's short BN and long OK for some arbitrage.
And there are plenty of opportunities out there.
Send me some hot trades or a recap to up our skills and make some profits, instead of just spectating and creating vibes.
It's great to have a pure trading environment in our trading group.
I've had some issues with my experience, and Kraken isn't giving me my coins, so I went to verify with the official source.
Don't buy into rumors; let's assess if our trading expectations are on point together.
Other members are keeping an eye on the opening auction, @elonmusk is setting the price at market open.
In the crypto space, the tokens aren't real coins; the sell-off expectations are nonexistent, and with the auction in play, let's close those positions and cancel $SPCX our shorts.
At the same time, $CRCL hit the stop-loss, forming a hedge with space.
As a result, crcl wiped out the previous gains.
That's the situation.
alert的会所
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Let's talk trading:
This time, the bounce at the 61.8 level around $BTC looks decent.
$CRCL $MU It's all about giving latecomers a chance, no FOMO here.
I've given some reasons for adding to my position.
Some folks in the group say there aren't many traders posting on Push, so they post less, no one's grateful anyway.
I focus on my own trades, not worried about latecomers.
Without a trading system, just jumping in is pretty useless.
Over the years, the crypto space has shown me a lot of diverse characters.
I'm doing alright, just sticking to my own trading.
If you want to follow, go ahead; if not, that's cool, it's pretty simple.
Among the top players in this trading arena, not many don't offer rebates, so don't expect too much from each other.
Everyone says it's a bear market, but maybe that's their bear market.
I think if there are trading opportunities, it doesn't count as a bear market.