1000x

AI Nerves, Crypto Realism, Privacy Coins, & Lessons From Trading

29 snips
Nov 11, 2025
This discussion dives into Bitcoin's resilience in the face of a price drop, exploring potential stimulus from tariff refunds. They analyze AI's influence on the market and the nuances of shorting crypto effectively. Unique trading insights include why controversial trade ideas can signal quality and the argument for investing in Bitcoin at elevated prices. The engaging debate on privacy coins like Zcash and Monero adds intrigue, alongside practical trading lessons that emphasize mindset and adaptability. Overall, a mix of market optimism and caution!
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INSIGHT

OG Selling ≠ End Of Upside

  • Large OG holders selling is like an IPO wealth transfer, not necessarily a signal the market is over.
  • Public trading availability doesn't prevent assets from continuing to 10x over time.
ADVICE

Short Tactically Using Flows

  • Shorting in crypto requires tactical, flow-driven strategies and active monitoring.
  • Pair short positions against Bitcoin or use event-driven shorts rather than passive long-term shorts.
INSIGHT

Market Matures Into Quality Sorting

  • Crypto is undergoing a quality-based sorting where good projects rise and bad ones fall over time.
  • This makes crypto behave more like equities with lasting winners and many permanent losers.
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