how?
1/x. how crypto, mindsets w/astrology, shifts, and the rest >>
art by omao
past to > current evolv.
» cs college dropout » data sci into blockchain w profic in python, ml modeling, analytics, and now learning rust for pipelining
1. so how crypto?
First, understand this » crypto will always be hardcore PvP. It’s a sport, not a game. (sz quote here «). For one to win, another must lose. A true zero sum game. Comp will only grow stronger w/more tooling and tech advancing. If you don’t believe it’ll always be pvp, then you are behind + not adapting. Only the strong survive. The rest will get scammed in complicated protocols and procedures that they don’t understand. Humans are far too naive and distrustful for the technology. You must be pessimistic enough to not fall for manipulation but also meticulous enough to control emotions.
now where do you go? » on-chain. (assuming you already know how to buy and move crypto)
2. so how advantage?
if you want to make it out, go deep. You are not in crypto to win slowly, that ship already sailed. Hedge funds are in, you will never catch up playing slow and “diversifying” w/a <6 fig port. All or nothing. Concentrated bets w/solid conviction thesis’s.
if you’re comfortable, just buy stuff on coinbase bro. Half-degening and not fully immersing yourself to find an edge is just gambling. This is not gambling, this is a sport.
now, i present a timeless strategy for finding an edge in crypto, (of course there’s more, but this should suffice) » the on-chain wild west right now, won’t be the wild west forever. The space is filled with far too many scams and victims to not get controlled somewhat in the future. stick to what’s hot, and for you to see what’s hot. You need to curate the people you follow. Don’t follow KOLs, don’t follow shitposters, don’t follow news accounts. Find developers and/or people in close connection with developers. You have to get entrenched into the community. Any on-chain community, target the devs. The devs are the true alfa here. Create a telegram, a discord, and twitter. Join big groups, talk to people, infiltrate their private groups and ask questions, always ask questions. People love to shill their bags. Your goal is to see in *real time* what everyone is buying, what they’re playing in crypto (airdrop farming, on-chain game, new social platform), then get onboard. The goal here is to get into the inside where you can get information from developers.
concept too abstract? here: There was a big hype thing called Runes. coming from BRC-20s/Ordinals. With this catalyst in mind, I went ahead and joined some already hyped ordinal communities (nodemonkes, puppets, wizards). After joining and doing research on how to actually create ordinals, the common problem was the BTC blockchain couldn’t handle jpegs w/ much data, but whilst talking to a couple individuals on why that’s the case, a project called Pizza Ninjas was able to not only do this, but build an entire fully on-chain GIF, and game revolving around the Ordinals PFPs. Meanwhile, the other projects are just 64x64px JPEGs… I joined the PN discord and came across a specific set of BTC developers who came from Solana. These are were well versed individuals. After chatting with a couple of these guys for days picking their brains about whatever they’re working on, I came across someone who was friends with a solid Solana developer. This guy’s name was Stacc. Stacc had a stacked github and a plentiful stackoverflow. He also had a NFT collection that I decided to pickup in support of his work. Stacc later turned out to be a pump.fun developer who was fucked by PF and then exploited the protocol and gave away millions to users and his NFT holders. Stacc’s solana wallet was always public. Key note here: Stacc is trending right now, he is the king of pump.fun after this move. So buy everything that this guy releases.
so the alfa that occurred from the rabbit hole of interests in Ordinals resulted in:
Pizza Ninjas tech being insane
Stacc’s Wallet Address
The knowledge of this developer’s true skill
The end goal for this is to actually gain the knowledge on what you have an advantage in. What tech do you know you’re early to? And how will you play your cards?
3. shifts »
back on tracc, so you know how to infiltrate a community and farm the info. Now remember, everything in crypto changes. How do you build conviction when things change, and how do the best people win?
Conviction isn’t built overnight. It’s fact that the biggest 0 to 1 winners are the ones who take the least bets. So consider this, you’ve found a solid community, a solid project, met some good devs, and they’re launching a project. or already have one. Get in, test out whatever they’re building. Whether it’s a swap protocol, lending protocol, game, messaging platform, new L!, L2, L3, whatever the fuck it is. Test it out. Buy in. Write out exactly what you like about it, and what you dislike. Write out dealbreakers, valuations, expected profit given x amt of buy pressure, expected downside. Expect anything, but always know that whatever they do is most likely out of your control. So the job here is to identify indicators that are out of your control that you will act upon. The summary here is if you have a plan, and execute upon your plan, you will find better clarity in your mistakes avoiding emotions. Don’t explode.
4. building rep
The best winners in crypto have one past experience in common:
video games; specifically games that have a marketplace, trading system, or team system. It’s obvious how the skills will transfer over.
hoping you come from a game, nice you are already ahead, you got into some communities, made some friends, and got some alfa from devs on some new tecc. Now, it’s time to be loud. I remember after building my rep as a shitc0iner, many people liked to hear what i thought about specific coins. It’s the way of the world to follow a wolf. Don’t always be a sheep. Info is key in crypto, spread it but don’t expose it all. Stay anon. With this, you’ll have an easier time getting connections and delving deeper. Just don’t go down the dark route once you get big.
What is the dark route?
The dark route is becoming a crypto influencer who takes paid deals to shill tokens in exchange for token equity under the table.
5. personal astrology in crypto
I am a firm believer in astrology. leo & dragon. + 4 numerology.
the investment mindset in a leo is to be firm with your beliefs and to be proud of what you believe in. When I believe in something, i believe it in hard. To the death. This is bad but some days it can be good. There are many times I let my emotions control and believed too hard in a project. Roundtripping millions.
the investment mindset of a dragon means to adopt many different styles. By this, i mean every section within crypto and every different type of winning that someone has done in crypto, I want to do it too. I need to try it. Adaptation is one of the greatest skills to have. Because I never know if it’s something i could gain a edge over. The dragon in the zodiac is the animal that’s combined with every other animal. Just think of Bruce Lee’s many different fighting styles.
the investment mindset from a 4 is to be organized and hardworking. Keeping a clear and concise mind is important when dealing with fast adaptive environments. Organization is the most important aspect in managing everything. Log everything. A transaction, a connection with a friend, and information.
6. current thesis’s
» Hyperliquid:
source: defillama
Currently the top perp dex via volume. I don’t expect a partnership with anyone because of their boastfulness about non-VC funding. But I expect the perps dex to be the top in the space. Currently farming points via $PURR accumulation and spot trading. Having some sort of ownership in the Hyperliquid token will be game changing. Thesis still unknown till token releases. Only exposure anyone can really get it by bidding PURR and holding.
» FWOG
In the midst of shitcoins, comes a fwog that follows the narrative in every possible way. a true CTO coin. Backed by the best. FWOG can be named the “pepe of solana”. I’m entirely bullish on it because of the sheer dedication from the artist and community backing him. FWOG also has a professional liquidity manager who seems to have experience in controlling the impacts. It seems as if a lot of POPCAT whales are positioned accordingly.
source: comparemarketcap
» Uniswap V4
Following Taiki’s thesis, i believe uniswap v4 will be a game changing catalyst for the $UNI token. It is also a leveraged bet on ETH + ETH/UNI pair bottoming.
» Pizza Ninjas
The leveraged bet on BTC. With a 1,500 supply, and a solid dev team with open source everything. These things will prob hit 10 BTC per ninja. That is, if ordinals take off kek.
