Anteater
@0xAnteater
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the year ahead is bright. stay allocated to btc and hyperliquid
Joined December 2012
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Pinned Tweet
created a tg channel where i’ll share my rapid market takes.
i really enjoy discussing my trade ideas with y’all.
but realised that twitter isn’t the best platform for this.
will keep my twitter to higher quality posts.
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i'm feeling really good.
it's hard to put this into words so i'll share why.
gf just decided to quit her job.
she's been wanting to change her job for a long while now but was always worried because i wasn't making much in crypto.
i joined on the day of the luna collapse, not
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taking a break, unwound all positions on the vault.
think we're about to enter a more difficult period.
gf asked yday if i could buy time.
been spending almost every hour awake thinking about crypto since joining on the day luna collapsed.
hell of a run and had the great
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a friend of mine accidentally doxxed my HL vault yday.
yes, this is mine. it started as a fun challenge but i truly enjoy using the platform.
natives often think pair trading in a bull market is silly.
well, i hope this shows otherwise.
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crazy how fast wins compounds.
incl spot and illiquids, up 600x from my start on the day luna collapsed.
i owe everything to my friends for their generous tutelage.
been a hell of a year
met many friends and had the insane privilege of learning from them
grew too quick in Q1
couldn't manage the much bigger size
overtraded away pnl in the chop
June:
unlearnt everything
started non-directional trading
momentum l/s
500 -> 4,955.15
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choose ur btc fighter
hyperliquid bull whale
vs
binance bear whale
also, hl dude's one position is more OI than other perp dexes have across all their markets
only possible on hyperliquid
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thematic predictions
- memes go far higher
- l1s underperform excl sol and ton
- sol memes outperform sol eco
- ai comeback
- eth defi comeback. especially old.
- btc eco fades. btc keeps going. 100k.
- nfts exceeds 2021
- gamefi underperforms
- eth blow all expectations
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taking a break fr this time - distributed all balances from the vault. please check your hl wallet and enjoy the pnl.
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wow
@Captain_Kole1
just flipped
@HighStakesCap
in the yearly leaderboard
surely this has to be some sort of signal right
bulls are so beaten down
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i just want a girl that listens to everything i say, to the same degree ct listens to gcr
imagine your girl having to deal with an issue
and she pulls up a text message you sent years ago
and it gives her hopium
man that’s a good life
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gcr graced us for years with how he thinks about the market
and the first thing toxic influencers do when he comes back on a public tg is to spread a false narrative that he is shorting?
a nascent asset class that just had its defining moment?
grow up
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i might like shorting, but i'm really a crypto bull at heart.
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If you've been single for a while, believe this is a good opportunity to focus on self-growth and prepare yourself for a high-quality relationship.
If you're already in a relationship, just stay strong, cherish your partner, and do not give up during tough times.
Someone once
i just want a girl that listens to everything i say, to the same degree ct listens to gcr
imagine your girl having to deal with an issue
and she pulls up a text message you sent years ago
and it gives her hopium
man that’s a good life
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this is fake.
play stupid games, win stupid prizes.
i would never bet on a founder like this.
this is a terrible look for sappy seals and i would dump that shit if i were a holder
GCR on wice telegram.
- GCR flipped bearish, ppl without trading edge should have sold months ago, SOL and ETH have likely topped
- 10% odds of eth ETF approval by 2025
- Memecoins likely experience a massacre soon
- ppl are theatrical about goldilocks zone
- KSI is long
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Life of ETH holders
1. You bid before ETF, it nukes.
2. You frontrun the bid after the nuke, it underperforms BTC and SOL
3. You bid after ETF dump to frontrun Grayscale outflows. It nukes.
4. It is now at pre-ETF prices, the inflows are near zero, and you are still holding.
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be sure to sell everything at the bottom before the eth etf starts trading
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imagine letting the opinion of a grifter shake you out in the most bullish crypto year ever.
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hear me out - last summer we had pepe
what if we had a hyperliquid summer?
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i still stand with the bulls, even if there are only a few of us left.
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ngl its tiring to be a vocal bull when sentiment is dog shit even though my conviction has not wavered.
so much easier to be a silent bull
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eth vol was so rich from the surprise news that we likely chop for awhile to chew thru it. jeets out, chads in (esp front running tardfi flow which is slower than natives).
eth betas run for now, then later gets cucked by eth parabolic pa.
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everything is lining up for a monster btc rally.
the halving is no longer sell the news.
this development is extremely bullish btc.
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very painful trade, but hear me out.
old eth defi will come back roaring.
it will keep bleeding, until suddenly it stops.
will sell the week it goes 20-30% each day.
very little downside.
nobody likes them.
nobody believes in the pump.
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unpopular opinion but i think memes are cooked for awhile - cycle top not in but there’s been a clear shift towards more “fundamental” alts with the eth etf.
fitting story with eth as the home of defi.
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he clarified
why are some influencers spreading a narrative that he is shorting?
absolutely haram
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the gcr hacker ran the imposter vault LOL
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haven’t felt this bullish since october’23 during the ftx trial
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very notable how many here kept calling for alt szn the whole way down and are now capitulating that alts will never outperform btc.
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i kid you not this is how 99% of ct forms their opinions on how to trade
@0xAnteater
Not just him. Burniske is insanely bullish and has a very good track record. Joe McCann is good too. Arthur Hayes is also very bullish from a macro point of view and is buying at these levels. And the duck turned his PFP back upwards.
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only in crypto do some natives simultaneously believe that eth will trade at 10k eventually and refuse to buy it at 2.9k because they think they get to buy it a bit lower.
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an underrated aspect of making it in crypto is that we’re not exposed to lifestyle creep that comes with traditional career progression.
none of my friends from 2022 that did well from nothing embraced materialism.
being home 24/7 online excludes us from irl status games.
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i joined crypto at the bottom being an ultra bear - on the day luna collapsed, to short luna
but the more i learn about crypto, the more i lean towards the perma bull view.
of course i'll trade inflection points, but
crypto really is the world's greatest cult.
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ondo at $1 today is like tia at $20
it’ll take awhile for the bag holders to realise nobody is coming to bid their bags when mkr is the clear superior asset
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i used to think this cycle was significantly different, and that it was left translated
but it’s increasingly telling this is like the cycles before
first a btc dom run, then eth, and finally alts
we’re clearly in mid cycle.
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btc inflows continue to surprise.
consensus on eth inflows is still weak.
the eth etf is not priced in.
the consensus on weak inflows is.
you aren’t bullish enough.
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most insane pnl week ever.
i think this continues to be parabolic into the halving given how much people dislike buying btc still lol
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@0xENAS
echo, hyperliquid, polymarket, friendtech (but fuck racer, socialfi will come back tho), pendle (not new this cycle but pivot is. continues to be good pmf)
ethena (good concept, bad token)
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this has personally been my most profitable trading month in my short trading career so far.
my size is not size, but i hope that sharing actionable insights from the perspective of a new small hungry proves useful to you.
i owe it all to my friends who have offered their
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best trader i know said this about the state of alts
crypto is a boat in a rising tide
problem is, we have leaking holes from the insane value being extracted by grifters
cex traders shit on chain for being pnds and rugs
au contrarie
cex alts are the same on larger scale
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woke up to my parents calling me to cash out because they saw the news that the halving is bad for miners.
last time my mum asked me about crypto, she asked
“how’s the btc thing going it’s up a lot” at the pico top.
full stacked my spot that day.
bought more today.
oh also my mum asked me about btc foday
yeah i’m going to derisk a lot of my spot here
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gcr told us to study the wall of worry.
eth is climbing the wall of worry as we speak.
eth pump priced in approval?
au contraire
low expectations of eth inflows is priced in.
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updated thematic predictions
- fat protocol thesis dying
- apps eventually outperform l1s. l1s need to fix value accrual
- ai, defi good
- gamefi bad
- btc eco bad. btc keeps going. 100k.
- nft comeback, unsure where. good, but not crazy
- ordinals meh. btc culture unsuitable
thematic predictions
- memes go far higher
- l1s underperform excl sol and ton
- sol memes outperform sol eco
- ai comeback
- eth defi comeback. especially old.
- btc eco fades. btc keeps going. 100k.
- nfts exceeds 2021
- gamefi underperforms
- eth blow all expectations
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dont think ive seen alt capitulation this bad before
and without any headline
last time we had this bad a selloff it was due to robinhood
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important to realise
btc isn't a degen ct asset anymore
your magical lines have zero edge
unironically, we are now commodity traders
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your job is to not sell eth till much, much higher prices
whenever you think of wanting to sell eth find a coin to short instead.
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zooming out - this is super bullish for crypto
we’re overcoming the biggest overhangs of this industry
legitimacy thru not one but TWO etfs, political shift, gbtc, mt gox and ethe next, in a still high interest rate environment with central banks begging to cut
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crypto was founded with anti establishment ideals
predatory vcs and teams, the current establishment, have abused naive speculators with unfair private markets and predatory tokenomics.
it is no surprise that we have hit back by preferring memes.
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this turned out correct, but i didn’t trade it well :(
be6175ffc6a1ee8f93ac73434257ed00537b9196cb9d819ab71b90225a0995d2
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so are we all gonna ignore the weak etf inflows and rising kamala odds, and keep punting alts
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entire cycle boils down to
bullish: long btc eth sol, short alts
flat: long btc eth sol, short alts
bearish: long btc eth sol, short alts
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current read
hodl majors and sol
barbell long
left curve: every memecoin
right curve: pendle, altlayer,
ondo
short: eth l2s
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likely too early - but think most
will give up on their alts before their real repricing.
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HL team named their memecoin $PURR likely because the main token is $HYPE.
HYPE/PURR
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getting a lot of dms about how to short and how to pair trade
imo the market regime is turning, you’re better off focused on green button for now.
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funny state of the market with the timeline in shambles because their alts are down 10-20% after bouncing hard from the bottom, btc consolidating under ath and eth with an etf ahead.
crypto literally has never had a brighter future but the TL can’t see past the short term noise
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best traders i know remind to constantly cash out pnl from this cycle.
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sentiment went from zoran is a clown to bulls are clowns real quick
let's revisit this in a few weeks
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story time
friend talked about how his biggest trade he put on was the btc etf
when it burjed the news and kept dipping, he closed his eyes and kept clicking buy.
then threw up in the bathroom
yesterday’s eth news felt eerily similar.
when it burjed many friends who are
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this is the most i'm tired boss i've felt about the market
so i bought more
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some of the old guard still hasn’t acknowledged the regime shift towards memes.
listen to what the market tells you and not be trapped by your old edges.
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hyperliquid dead after points end?
s2 wasn’t known, yet it remained strong.
name a better project this cycle
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most people are going to look back and wonder why they didnt buy alts today when the eth etf is live.
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market wanted clarity on why we kept dumping asymmetrically to equities
might have gotten that today
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seeing a lot of people call a top on sol because of the “top signals”
adoption is hard to differentiate from froth, so my take is simpler.
we’re mid cycle. this is adoption not froth.
if we see the same stuff at bigger scales later on in the cycle that’s froth.
this ain’t it.
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state of crypto:
387m mcap token getting liquidated affects a 422 billion mcap token
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one of the easiest ways to stop being a maximalist is to attend token events and talk to fellow bag holders
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every time i see a soleth ratio post on the timeline, i buy a bit more sol.
a lot recently
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this is where you start to bid eth
❖ US SEC EXPECTED TO DENY SPOT ETHER ETFS NEXT MONTH, INDUSTRY SOURCES SAY
U.S. issuers and other firms expect the Securities and Exchange Commission to deny their applications to launch exchange-traded funds (ETFs) tied to the price of ether after discouraging meetings with
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eth, eth defi and politifi are imo the biggest mispricing in crypto now.
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more i read CT the more i wonder how many bull posts fundamentally revolves around gcr said bull market
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the best top signal i’ve seen so far
the hostess was checking binance 💀
at the top of her watchlist was eth
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they are really running the exact same btc etf fractal on eth aren’t they
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i will wait for the confirmation of some stars to align before i press the green button instead of buy ahead of the biggest, once in a generation catalyst on an industry i spend most of my waking hours thinking about
really bro?
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man one thing i’ve come to realise is how hard directional trading really is compared to non-directional 🥹
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good explanation
but here’s one for traders
nobody understands the tech
good trader asks good analyst if it is good tech
good analyst says yes
good trader tells his friend his long because good tech
friend tells other friends good trader is long because good tech
repeat
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i would rather sell my entire portfolio than sell my eth.
still terribly mispriced.
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