
God is good | @notthreadguy + @rasmr + @andyyy + @cryptomanran + @fomo clipper | your favourite clipper @20xxcorp OTF
Joined August 2024
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Se Yong admits @fomo 's launch day was so dead that 8 of the 10 traders were @fomo employees
"It was so anticlimactic that, you know, I just don't remember the day at all."
"Nobody joined. It was this very slow thing where we had 10 traders and maybe eight of them were FOMO employees."
"Something is telling the market that the product is not good enough. So how do you get it to be good enough? And we just obsessively focus on making the product better time and time again."
Threadguy thinks there are moments to click a lot of buttons and moments when you should not trade without a strong thesis, and says to shut up when you have nothing to say
"There are moments in time where you are supposed to click a lot of buttons, and there are moments in time where you are just not. That might sound too simple, but it's just sort of the way that things go. And right now feels like one of these times where unless you have a really strong thesis, either direction, you're not supposed to click that many buttons."
"When you've got a lot of stuff to say, you say it, and when you don't, you just shut the f*ck up."
QwQiao says the AI trade worries him because the chart looks bad and positioning is crowded while crypto is extremely under owned
"The thing that really makes me worried about the AI trade is the chart. The chart just looks bad."
"The positioning is also pretty extreme on the AI side."
"Everyone and their mother knows AI is the biggest secular trend over the next 10 years. So it's really crowded. On the other hand, crypto is extremely under owned."
Gigi says female traders get credit for who helped them, not for being good traders
"a lot of girls don't feel safe, like doxing, you know."
"if you are a guy in crypto and you hit some good trades, you're like, you know, you're the goat, whatever."
"It's never about you actually being a good trader, more about like who helped you."
"Where like for the guys that is not the first narrative that's presented."
Threadguy says he was told even your single best idea should never be more than 30 to 40 percent of your size after leverage, while he was one and a half times net worth long Zcash
"He basically told me that your best idea, like your single best idea, should never be more than like 30, maybe 40% of your size after leverage."
"I'm sitting here doing math. I'm like, f*ck, I was like one and a half net worth long Zcash on the way up."
"The problem is, I have become so used to that level of sizing and the P&Ls that come with it based off the percentage moves."
CZ says he built none of the tokenized asset ecosystem himself and claims BNB Chain now has the highest TVL for tokenized real world assets
"It's almost all built by other people. So I think BNB has a very strong ecosystem of many players who are building in the space."
"I think it's the combination of that, plus the openness of the ecosystem, that draws so many people in."
"Yes, we are seeing that BNB Chain has the highest TVL, total value locked, for tokenized real world assets, and it has the most number of users, most number of daily, weekly, monthly active users."
THE CZ INTERVIEW.
@cz_binance @therollupco
00:00 Intro
00:10 CZ Feeling Good After Ringing NASDAQ Bell
00:46 BNB Chain Dominating Tokenized Assets
02:17 World Needs Access to Onchain Liquidity
03:26 Exporting U.S. Capital Markets
05:13 CZ's Take on Tokenization Pushback
06:28 Future Of Onchain Finance in USA
QwQiao says Zcash is basically Bitcoin that adapts because it can ship upgrades against new threats like quantum
"To me Zcash is basically Bitcoin that adapts, that is agile. So Bitcoin doesn't move, doesn't change, which is ultimately also the governance issue around quantum."
"Zcash has a really good steward of the open source project behind it, and it's capable of releasing new changes, new upgrades, which they've done multiple times over the last six months."
"Right now the threat is privacy and quantum but 20 years from now it could be something else. So the hope is they're going to be able to continue to adapt to the latest threat."
Loopierr says his best days now equal whole salaries for normal people
"Order everything, like maids to clean the house."
"I remember when I was much younger, 16, 17, 18 years old."
"what we make in a day or in the best days now is like whole salaries and stuff for the normal people."
"So what a blessing we have to trade meme coins."
QwQiao says the Bitcoin thesis has not changed over a three to five year horizon because governments have not stopped printing money
"Which I have no ability to predict. But I think over a three to five year time horizon, the thesis for Bitcoin has not changed."
"Has the government stopped printing money? The answer is no."
"So the thesis for the last 15 years remains the same."


