cookz retweeted
There's THREE different Quotron Strategy tokens and you think these money printers aren't going to $100,000?
cookz retweeted
V1 of the @Quotrons404 builder registry is live on @inkonchain
builders can verify their creator wallet, get a builder ref code, and track their share of the 20,000,000 Terminal Points builder pool
terminal pot + growth sink donations, eligible $INK buyback contributions, and fees generated by supported routes through our stock pools now count. allocations adjust as the ecosystem grows.
@xStocksFi meme-paired tokens like ROTH, and other supported @sentrylauncher WETH-paired stock-dividend launches like MCQ get credit for the additional quotrons fees generated when buying their dividend stocks. volume and fees are displayed separately; points reward the actual fees.
the interface includes integration docs and builder-code donation routes for WETH and $INK buybacks. direct and sentry contributions have separate sections, with WETH pairs displayed correctly.
built something that contributes to quotrons? claim your builder code 👇
quotrons.cash/builders
🤖 Made with AI
cookz retweeted
The chart unfortunately paints a much different picture than the caption.
That chart depicts a steady decline in onchain activity ($ wise) since 2021, supported by alt metrics like google trends which also show a decline in crypto interest over that same timeframe.
If you look closely, Ethereum’s share of activity was in a down trend until 2025, but since then has stabilized and is now regaining dominance, albeit at snail’s pace.
Hyperliquid fees shouldn’t be conflated with general purpose onchain activity as all of their revenue comes from perps trading.
I bet if we had better insight into bybit, or binance, or bitmex, or any other CEX we’d see that it’s their revenue being cannibalized rather general purposes block space.
Look I get it.
ETH has been underperforming BTC quite a bit.
I don’t like it. You don’t like it. Vitalik doesn’t like it. The EF doesn’t like it.
I think the reason Ethereum is the target of these hit pieces is that it has a large and active community and poking at it sparks engagement.
(The very same chart illustrates an even steeper decline in Solana market share over a shorter timeframe, but makes no mention of that)
I also think VCs and funds are incentivized to poke at Ethereum because they see blockchains as inevitable, and think that there’s enormous upside in capturing capital rotations out of ETH and into their bags.
This gives even more fuel for hit pieces in Eth.
What they miss is that Ethereum development has not been losing market share.
Alt L1s are not a new phenomenon, they’ve been around since before ETH. And even in 2021, there was no shortage of them.
What these VCs and hit pieces don’t understand by spinning narratives is that activity as a whole has been declining.
Painting Eth in a negative light is just a red herring for the fact that most of the industry is struggling.
Bitcoin is seeing supply centralization and mining consolidation in a way that is completely unprecedented in its short history.
Solana engineered a social narrative that lead to massive amounts of extraction from retail to its own and the rest of the industry’s detriment.
Binance/BNB has and continues to engage in some of the most manipulative and corrupt practices in crypto, and these hit pieces actually credit them for their wash-trading sourced revenue!
Tron is widely known to have onchain activity of questionable provenance, and largely serves as a sandbox for Tether.
Hyperliquid is the new shiny thing that’s making holders money so all its sins are washed, but everyone is forgetting that the chain is literally closed source.
I’m not telling you to buy ETH. You can invest how you want.
But ETH’s price action is probably the strongest signal of genuine crypto interest.
Its decline means that interest in crypto more broadly is in decline.
The chart below illustrates that fact more than anything else.
And spinning anti-ETH narratives is just a projection that crypto simply isn’t capturing mind share or capital flows the way it did.
“Ethereum losing to competitors” isn’t the story here.
The story is that capital is largely expensive as result of high glob interest rates, and what liquidity is available is being funnelled into Sam Altman’s and Dario’s quests to build god.
But there are exceptions.
It’s not all doom and gloom.
Prediction markets are an exception. Equity/commodity perps are an exception.
And amazingly, in a massive breath of fresh air, onchain privacy solutions are an exception.
Interestingly, the top prediction market, the top perp-DEX, and almost all of the privacy solutions are either built on Ethereum, built adjacent to Ethereum, or adopt Ethereum tech.
But we don’t see that in any of the headlines do we?
cookz retweeted
As soon as you accept that basically everything this space has released is subpar trash you no longer need a book long tweet to explain why we have tended towards basic financial use cases
Ultimately the answer is successful things that end up coming out of crypto will be conceptually new things that can’t be done without crypto
Things like tokenized securities are putting newspapers online
Sure, it’s cool, but it’s not *the thing*
Social media was *the thing*
There has been almost no attempt at producing the new thing
cookz retweeted
I talked to 10+ full-time traders making $200k+ per year
asked them all the same question: "what's the biggest lie in trading?"
31 of them gave the same answer
it's the opposite of what every guru teaches
here's what they said:
THE QUESTION:
"what's one thing every beginner believes that's completely wrong?"
THE ANSWER (from 31 of 34):
"that you need to predict where price is going"
I thought they were fucking with me
"isn't that literally what trading is?"
TRADER 1 ($340k/year):
"I have no idea where price is going. ever. I react to what happens. prediction is for weather men and psychics."
TRADER 2 ($780k/year):
"my entire system is built on NOT knowing. I enter. if it works, I stay. if it doesn't, I leave. there's no prediction involved."
TRADER 3 ($210k/year):
"prediction is ego. reaction is money. I stopped trying to be right about direction 6 years ago. that's when I became profitable."
I pushed back:
"but you're entering trades. you must think price will go somewhere."
TRADER 4 ($420k/year):
"I think price MIGHT go somewhere. big difference. my edge isn't prediction accuracy. my edge is what I do when I'm wrong."
"explain that"
"when retail traders are wrong, they hope. when I'm wrong, I'm out instantly. when retail traders are right, they take profit. when I'm right, I add size."
"same entries as everyone else. opposite management."
THE FRAMEWORK:
these traders operate on what they called REACTIVE TRADING:
PREDICTIVE TRADING (what you do):
- analyze → predict → enter → hope → exit
REACTIVE TRADING (what they do):
- enter → observe → react → adjust → extract
"we're not fortune tellers. we're response specialists."
TRADER 5 ($290k/year):
"I enter trades expecting to be wrong. sounds insane but it removes all the pressure. if I expect to lose, I cut fast. if I happen to win, it's a bonus I maximize."
TRADER 6 ($510k/year):
"prediction creates attachment. I predicted UP so I NEED it to go up. now I'm holding a loser hoping. reaction creates detachment. I don't care which way. I just respond."
THE STATS:
asked them to estimate how often their "predictions" are right:
- average answer: 48-52%
- basically a coin flip
"so you're profitable with coin flip accuracy?"
"bro some of the best traders I know are right 42% of the time. it literally doesn't matter."
THE REFRAME:
TRADER 7 ($630k/year):
"stop asking 'where is price going.' start asking 'what will I do if price does X.'"
"the first question has no answer. the second question is entirely in your control."
"I have plans for every scenario. price up? plan. price down? plan. price sideways? plan. I don't need to predict because I've already decided my response."
HOW TO SWITCH:
step 1: delete the word "predict" from your vocabulary
step 2: before every trade, write: "if wrong, I will ___"
step 3: before every trade, write: "if right, I will ___"
step 4: execute those plans regardless of what you "think"
"thinking is for analysts. doing is for traders."
THE TRUTH:
the gurus sell prediction
"learn to read the market"
"spot reversals before they happen"
"know where price is going"
because prediction sounds VALUABLE
reaction sounds BORING
but boring makes money
every profitable trader I interviewed:
- doesn't try to predict
- expects to be wrong often
- has bulletproof reactions ready
- doesn't give a fuck about accuracy
every struggling trader:
- obsesses over prediction
- needs to be right
- has no plan for being wrong
- tracks win rate like it matters
stop predicting
start reacting
Dm me "EDGE" if you want access to my private community where I break down reactive trading systems.
cookz retweeted
Season 2 of the Synthetix Mainnet trading competition begins in 10 hours ⚔️
Here's a sneak peek at the new traders that are locked in for S2🔒
🔹@SCHIZO_FREQ
🔹@Loopify
🔹@heart_
🔹@TheMisterFrog
🔹@TaikiMaeda2
🔹@Darrenlautf
🔹@AltcoinSherpa
🔹@JustinCBram
🔹@SalsaTekila
cookz retweeted
#Bitcoin days are numbered. It seems like just a matter of time before it suffers the same fate as online gambling.
cookz retweeted
It's a gm today because yesterday I met my mentor. Dr Belmar you truly exceeded expectations. I'd like to take the time to try put into words the day I had yesterday, however, I'm not sure the words exist
I met Luke after paying for his premium 'hustlers only' package, $12,000 USD. It was expensive and I'm not going to sit here and lie to you that putting 90% of my networth into a meeting was easy, and I was a little apprehensive. But this package includes a dinner with Luke Belmar and just 8 other students, and I knew that I would get my money's worth. After scrounging together the rest of my funds for travel, I set off on the adventure of a lifetime. With little to my name I was nervous, but I knew that meeting another group of like minded killers would be invaluable.
When I landed in Thailand I was overwhelmed by the chaos. Tuk tuks honking, car horns blaring, the smell of cheap tobacco thick in the air. But as my driver expertly zigged and zagged through a network of back alleys I sensed a calming energy. I knew I was close to Luke.
When we pulled up at the villa Luke met me at the front gate. He was on the phone (lesson #1; always be hustling) and waved me past. Aura. It would be many hours until I saw him again at dinner.
Once we had sat down we were enamored by his good looks and intellect. His profound way of thinking and manoeuvring the difficult world of trading as a male had us all hooked. Open ended questions helped us to help ourselves get to the answers, rather than just spoon feeding us. I asked Luke about some of his premium indicators and told him that I noticed one looked similar to RSI and asked for the difference. He laughed, and everyone else laughed with him. I joined in and chuckled uncomfortably hoping they would think I was just joking, it was clear I knew nothing and was out of my depth.
As the night went on Luke was extremely busy on his phone. In a brief break between calls, one of the other guys asked him for his number one tip from scaling 4 figs into 5 figs. Luke paused, looked up, and hit us with his signature line: "that's for you to find out". We all lost it, this guy is freaking hilarious. Almost immediately to silence the laughter he put his finger up, motioning he had to take another call. We took that as a signal and after a long night of food and drinking we turned in at 10pm.
The next morning we went out on Luke's yacht. Now, this event was prefaced as a bonding experience between the group and that Luke will likely not be present. Regardless, when I found him on the top deck he let me grab a quick photo. He must have still been a little turnt up from last night because he called me Rahim instead of Rahul but we laughed it off. I can't say much about the rest of the day but let me just tell you it was phenomenal.
I spent the entirety of the flight home figuring out how I can convince my wife to let me go on the next trip. She finds it difficult to spend another $15,000 on two days with Luke when we have a newborn on the way but I know that if she knew the sort of game he is putting us on to we can apply it to the markets and 5,10, maybe even 20x our money. This stuff could change our lives.
So thank you Doc, thank you for your teachings and thank you for your humour
cookz retweeted
$100K Bitcoin is an incredible opportunity that must not be missed. In fact, the opportunity may never come again in our lifetimes. That’s why it’s so important to take advantage of it while you can. If you own Bitcoin, hurry and sell it now, while the price is still above $100K.
