Cross-asset discretionary trader @VersusFNF The goal is to become the best. Walk with me 👇
Joined March 2024
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- Followers1.1K
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Jay retweeted
> can’t own stonks with capex slowing
> can’t own crypto with quantum and ai risk
> can’t browse the internet cause everything is hacked
> can’t own software cause everything is hacked
> can’t own gold cause alchemy is solved
> can’t own bonds as inflation and crowding out hurting it
> mfw
Jay retweeted
There is nothing you should aspire to more than finding the right man/woman and having children.
It is the true end goal and no amount of propaganda should convince you otherwise.
Creating life and raising a child (or multiple children) is the most beautiful and purest thing you can do as a human being.
Jay retweeted
onchain used to be a place where anyone with drive n dedication could enter the arena with zero and come out a king. Now it seems majority are really just looking to farm up social capital and cash that in. A lot of the current iteration of onchain “trading” if you can even call it that anymore is exploiting social capital and mistaking it as edge.
Jay retweeted
I don't know what to say on the valuation of frontier models or bottleneck trades, but a productivity boom from AI is absolutely happening its just a matter of how setup the business is for it and how skilled the users are which is likely causing a dispersion in teh data.
Internally at @Blockworks we've hit a genuinely absurd acceleration in productivity in recent months, it's insane.
We live in the future.
Anyone saying otherwise I'm just going to attribute it to a skill issue.
Jay retweeted
one thing you learn as you get older
the people who encourage you to take big risks don't actually want the best for you. they just want to see what happens
Jay retweeted
Good update, I was tired of seeing people spam low mcap callouts to farm callout rewards. No hate to the players, it's just the game. The @Pumpfun dev team has been cooking with their mobile trading app.
An update of the latest Callout Rewards algo iterations (not final!):
1. Tailer PNL now contributes to your rewards in the form of a multiplier: the more your followers win, the more you win. The more your followers get hurt, the more you get hurt.
Lowcaps are eligible again, *provided* that tailers actually have an opportunity to SUCCEED!
2. Volume is no longer the sole attribution driver
3. Abnormally high amounts of callouts per day will punish you
Those with a keen eye may have noticed we’ve been shipping more features on the callouts tab on the Pumpfun app in order to give you more insights as to how your tailers are performing.
Yesterday, we added a 1hr & 4hr metric for your follower PNL. The intention behind this metric is to provide more transparency and weed out the traders who may be leading their followers to slaughter within a short timeframe of their callout being posted. (credit to @PoorGoat_ for some good stats, shown below)
There is an IMPORTANT caveat with this feature, which I want to make VERY clear: if a trader has GOOD hold times and their callouts take longer to successfully play out, do not assume that they are a bad trader to follow if their metrics are skewed on lower timeframes.
Some people callout a token which may go underwater over the short term, but results in a great trade over a period of days/weeks for their tailers. It is very important that this distinction is made!
Expect more changes to follow with the algorithm itself, as well as more comms around callout rewards!
Jay retweeted
"Life has a peculiar way of balancing its debts. You may walk away from the harm you've inflicted on others, believing yourself untouched by consequence.
But time has a cruel sense of irony, and when the reckoning comes, it rarely arrives in a form you recognise or at a price you're prepared to pay."
Jay retweeted
One reason it’s so hard to take time off from trading is the guilt and shame that come with doing so.
Taking a break feels like admitting failure. It feels like saying “I’m a bad trader and I don’t deserve to do this anymore.”
In my experience, the best way to deal with these emotions is to get out of your own head and pretend you’re giving advice to someone else in your position.
If a trader you knew told you they felt completely fried and were considering a hiatus, what would you think? Would you write them off as washed up or weak?
No! Because you know exactly the feeling they're talking about, and you know how hard it is to trade through it. The huge response to my last post suggests that nearly everyone has felt this way at one point.
And if every trader faces burnout eventually, what distinguishes the best traders is not that they somehow avoid it (they don't). It's that they can admit when stepping away is the right call.
This is burnout, and if you want to survive as a trader, you must learn to recognize it.
True burnout is not just being overworked, nor is it something you can push through. It is a feedback loop that occurs when your body experiences intense, prolonged stress.
Stress is part of life, and under normal conditions you can recover from it easily. In fact, many dimensions of human performance - strength, endurance, mental acuity - actually require stress in order to grow.
However, growth in response to stress can only happen when the stress is manageable and offset by periods of recovery. When the stress is extreme and constant, the body fails to adapt and enters a downward spiral.
As stress accumulates, several things happen physiologically:
- sleep is disrupted
- hormones become dysregulated
- mental performance degrades
- heart rate variability falls
- inflammation rises and immune function declines
The problem is that each of these effects also *reduces your ability to withstand and recover from stress.* So you enter a vicious cycle where recovery becomes impossible and performance steadily deteriorates.
The experience @agapestride describes here is exactly what it feels like to burn out from trading. And if you find yourself in this situation, the most important thing you can do is *recognize what has happened.*
You are not dumber than you used to be. You are not more indecisive. You are not more impulsive, fearful, or greedy. You are simply physiologically impaired by severe, chronic stress.
When you notice the signs of burnout, you must prioritize recovery above all else:
- cut your risk
- stop looking at charts
- get off social media
- play sports or start running
- spend time with friends and family
- go hiking or traveling
- take lots of hot baths
As much as it feels like the best time to make generational wealth is RIGHT NOW, the market will always be here. So take a break and don't come back until you know your body can handle it.
Jay retweeted
This one is especially for AI Infra folks $IREN $NBIS $MRVL and even $META
We are no longer seeing a clean selective capital formation scenario and thats probably why we have seen so many macro guys that were quite for so long, suddenly rushing out the door claiming the king is naked
The market has rotated toward what we can call a scarcity crowding out regime: geopolitical + logistical bottlenecks are raising the value of existing physical capacity while the high cost of capital is beginning to suppress leadership in the next layer of AI and industrial capacity expansion.
Macro folks spot this because they are always looking at commodities, rates and they never lose sight of tech (especially the high flyers). What they are seeing now is that the AI physical capital cluster has broken relative leadership, while barrels exist but moving and refining the barrels is now very hard, and rates keep testing Bessent (also keep a look at JPY - not great). All in all, it does not surprise me that they are now embarking on two thesis archetypes:
i) The technology can be transformative while the people financing the infrastructure destroy capital. He compares data centers to shale's enormous spend, but terrible ROIC, and says the buildout can continue long after the economics stop making sense.
ii) Assumption invalidation: compute scarcity, unobstructed infrastructure deployment, and abundant financing. The argument is now that planned capacity is huge relative to estimates of 2030 demand, while bottlenecks mean much of the announced pipeline may never get built (which is actually bullish I know).
Some of this are actually sensible questions, like whether the data center itself generates enough AI revenue to justify its depreciation and capital cost.
But the real point here is that they are watching macro tipping, and they know this is the time to ring the bells and be the next macro oracle: "the guy who saw it coming." Obviously, the AI buildout contains characterics of previous bubbles and it is happening in a cyclical sector, which raises a lot of eyebrows, but what we are seeing now from the macro crowd is simply a great risk/return statement opportunity: they speak now because the clouds are getting darker - it helps if your bubble thesis has help from broader macro factors.
Their risk is basically if that macro squeeze reverses before hyperscalers actually cut spending, the whole construct can rerate hard. Or even if freight and product tightness ease, inflation pressure fades, the 10 year finally falls and suddenly marginal AI projects that looked questionable start clearing the hurdle again.
Jay retweeted
This is burnout, and if you want to survive as a trader, you must learn to recognize it.
True burnout is not just being overworked, nor is it something you can push through. It is a feedback loop that occurs when your body experiences intense, prolonged stress.
Stress is part of life, and under normal conditions you can recover from it easily. In fact, many dimensions of human performance - strength, endurance, mental acuity - actually require stress in order to grow.
However, growth in response to stress can only happen when the stress is manageable and offset by periods of recovery. When the stress is extreme and constant, the body fails to adapt and enters a downward spiral.
As stress accumulates, several things happen physiologically:
- sleep is disrupted
- hormones become dysregulated
- mental performance degrades
- heart rate variability falls
- inflammation rises and immune function declines
The problem is that each of these effects also *reduces your ability to withstand and recover from stress.* So you enter a vicious cycle where recovery becomes impossible and performance steadily deteriorates.
The experience @agapestride describes here is exactly what it feels like to burn out from trading. And if you find yourself in this situation, the most important thing you can do is *recognize what has happened.*
You are not dumber than you used to be. You are not more indecisive. You are not more impulsive, fearful, or greedy. You are simply physiologically impaired by severe, chronic stress.
When you notice the signs of burnout, you must prioritize recovery above all else:
- cut your risk
- stop looking at charts
- get off social media
- play sports or start running
- spend time with friends and family
- go hiking or traveling
- take lots of hot baths
As much as it feels like the best time to make generational wealth is RIGHT NOW, the market will always be here. So take a break and don't come back until you know your body can handle it.
Jay retweeted
its called a correction because you being rich for a month was a glitch and the market had to restore your broke ass to reality
Jay retweeted
Summary(post-nuke):
- Current Robinhood chain “leaders” are imposters, placeholders before real winners of the cycle emerge.
- Robinhood chain token landscape lacks useful, investable products that go beyond the scope of memecoins.
- The tech novelty trade is a solved game. The next cycle needs products that generate cash flows and accrue value to their tokens.
- Robinhood’s intentions for the coming cycle are clear: agentic trading, tokenized stocks with real utility, and perps. All are related to tokenized finance.
- Nearly 100,000 Agentic Trading accounts and $100M+ in Agentic Custody via Robinhood MCP. Not a single useful product that consumes this narrative.
- Robinhood chain is incredibly important to Robinhood as a business, the chain isn't just "another chain" despite there being zero investable products built *yet*.
Very interesting spot.
Robinhood Chain being “dead” is more about a lack of investable products and consumer applications that go beyond memecoins, less so attributed towards being “just another chain” with no growth potential.
Previous cycles produced insane returns from multibillion-dollar runners purely off the wow effect of bleeding-edge technology being sold to an audience that assumed it to be the epitome of crypto. Layer 2s and 3s that scaled Ethereum that much further garnered insane premiums simply because their innovations *felt* important.
In 2026, that game is solved. We understand far more about the limitations, or lack thereof, of the chains we want to build on. The next game is producing useful products that generate cash flows and actually accrue that value to the underlying token, all based upon the narratives that Robinhood as a business actually cares about.
Robinhood can be summed up into three main narratives: Agentic trading through Robinhood MCP, tokenized stocks with real utility(beyond pairing them with memecoins), and perps through Robinhood's trading products. Each narrative, while seemingly different, draws from the same impetus: that Robinhood wants to control all trading, and broader finance as a whole.
Agentic Trading on Robinhood has already been quietly taking off. By July 29, nearly 100,000 customers had opened Agentic Trading accounts, with over $100M in assets under custody, only two months after launch. The question now is how much of that brokerage demand translates into useful onchain applications, and who will build them.
It’s an interesting spot given we know Robinhood’s playbook, yet there is no investable tokens or products on the chain that captures the opportunity. It’s entirely possible that the current “leaders” are just imposters, placeholders before the real Robinhood cycle arrives, led by applications that produce value and compete in games that haven’t already been solved.
Godspeed @optimist
Jay retweeted
0 support for your chain rn
- No listings other than Cashcat
- Coinbase/Upbit are listing your eco coins before you
- No mentions of your chain during the summit
- Vlad was “hands on” 2 months ago w/ subtle tweets now is doing nothing
You guys had all the momentum. Was the first Onchain PVE moment in a long and RH just let it die. Going down the same path as BASE is not what you want
RH chain was making millions of dollars a day. If you capitalize on that and push it, it will be you’re #1 highest grossing product in your own ecosystem
Every coin is going to 0. People are losing faith. There is a huge opportunity with tokenized stocks paired to memes that can ignite the next onchain bullrun. Best meta we’ve had in a long time. Take advantage of it.