How to out trade CX this little season
Havent been back long, and already the state of the trenches hasnt changed, appears no one has learned anything.
( admittedly, there is no one size fits all, but there is a middle ground and this is where you want to be imo )
>focus on 1-2 chains
( especially the chains who are publicly supporting their ecosystems through funding and social support )
>from what i see, all the innovation and talented devs are moving to RH, i will not be moving too far from RH this entire cycle, streamlined, focused, less distractions = more wins
>bet the first & second horse
( ignore all imitations and other temu junk, the reason i say this is when you go chasing/rotating and you have a loss, it fucks up your psychology, it can derail your plans and set you back further than where you began )
>back builders with track records who know how to communicate or at least get people around them to communicate for them*****
>if you were early learn to hold, first narrative, first runner, early, hold that shit, the amount of times ive heard someone say they sold too early since i got back is diabolical
( this is also known as not over trading )
>focus spare time & energy into seeing the next narrative unfold, there will be many, this is the only time imo that it’s ok to rotate or pivot, if a new market/tech is game changing enough to change the landscape
>learn to focus your energy using AI tools.
>for me networking has changed a lot and I like that AI lets me work alone or in a very very small circle now
>most previous GC I’m in no one knows what they’re doing, it actually becomes less productive as everyone relies on everyone else to do something - essentially it’s still lotto and they are leveraging their collective power to push something to their desired targets
>if the environment isnt serving you, dont stay for entertainment purposes, move on and streamline attention, especially if you have people dumping dog shit on your doorstep constantly, you dont want people sharing random shit tickers every 5 minutes
>the longer you can stay focused and stick to a system like this the harder you’ll win, i cannot stress this enough
>the goal is freedom, it’s to leave the trenches, of course stay for the tech, the humour and the love of the game but always keep eyes on the prize
>the goal is to leave
>the more complicated you make it
>the longer you stay
>Simplify
>Refine
>Focus
>most guys I meet have incredible judgement they just lack a bit of confidence and execution
>dont forget new level new devil, theres levels to the game, 1k to 100k is different to 100k to 1m
>its not easy to put on a 30, 40, 50k trade, new emotions, new fears, new challenges
>keep awareness high, journal, reflect, its the only way to not keep making the same mistakes
>don’t underestimate the effect of compounding wins on your confidence
>1-2x compounding is massive, especially in the market we are about to enter
>we been decensitized to needing 1000x every day, this is not reality
>keep it simple
>1-2 chains with the most talented devs, narratives, eco support, volume
>early narratives
>buy the dips, hold if you can
>allocate less than 10% of trench port to gambling if you need dopamine that bad
you will out trade 95% of cx
https://x.com/tombxbt/status/2100595659560910893
