1/ Druckenmiller's first mentor, Speros Drelles, would often tell him that "60 million Frenchman can't be wrong."
Here's a thread on what that means and how to know when you should listen to or ignore the "Frenchman" (market)...
This is not a market to experiment with or switch styles. On-chain guys trying to move to perps, perp traders migrating styles or forcing bad setups just to keep up their previous trade frequency - chasing monthly PnL. That’s how you bleed out or, worse, get zeroed out.
Headline
Trump Tariffs 101, for crypto people
The US built the best and largest Ponzi in history, leveraging its post-WWII dominance to build a global economic machine of its choosing.
Americans got wealthy and started consuming from abroad en masse. Foreigners would sell cheap goods to
Multiply anything by zero, and the result is always zero—it’s called the Zero Property in math.
Trading works exactly the same way, but most traders never make this connection.
It’s why even skilled traders fail despite obvious strengths.
Trading profitability depends on a
Markets move in cycles — periods to thrive, and periods to survive.
If you try to push for gains when preservation is key, or play it safe when it’s time to press, you risk getting crushed - financially and emotionally.
The real edge comes from knowing what environment you’re
update on market May 1~ now
1/ GDP print came in much weaker than expected.
The market had already priced in a slowdown, but this was worse. Initial reaction: sell-off across risk assets (myself included expected broader pullback).
But the reversal came in quick. Why?
2/ It
This is a big point.
I don’t write articles and analyses here because I don’t know what to do with my free time or because I want to monetize it.
(I haven’t made a dollar on Twitter.)
I do it for two reasons:
1.When I write or analyze, I learn much more. A good example is the
Most traders think their inconsistency is due to weak setups, discipline issues, or psychology.
Usually, they're wrong.
The best traders I've ever worked with have an edge—but it's purely an edge of knowledge about their market.
Ask them anything:
• What's today's daily
Most traders secretly prefer gambling.
It’s exciting, easy—and incredibly expensive.
The best traders in the world operate differently.
I call them "operators."
Operators are disciplined, precise, systematic—controlling every possible variable.
If you're serious about
Market Selloff Dynamics + Bottoming
The goal of this write up is to give you a bit of insight on how I spot HTF pivot points in markets. We want to understand the psychology behind risk unwinding and use that to our advantage to potentially spot bottoms.
1. Low Conviction Sells
Here is a comprehensive breakdown of the tools and educational resources for understanding how capital flows are impacting interest rates, equities, Bitcoin, and gold (FREE)
“You wasted $150,000 on an education you coulda got for $1.50 in late fees at the public library.”
🧵👇
Market thoughts
1. Trump’s got the market under control.
Risk around him is shrinking.
He brought back oil stability + market strength — like it or not, that matters.
Macro? Probably taking a breather now and we are higher than pre Iran fud.
Next catalyst = rate cuts.
2,
Our summer break isch over and we will open the doors one more time this year for Summer Camp
The group runs until September FOMC and starts next week with the usual daily voice calls & presentations
discord.gg/fQBe3W9EEF
1 spot will be given away, Like/RT to be eligible
The gap between where you are and where you want to be exists only in the space between thinking and doing. Everything you desire already has a path to it. Someone has done it before, or the steps can be broken down and figured out. The real barriers aren't external; they're the
It’s Friday, so here is your end of week reminder that the market is constantly advertising for liquidity.
Know what you want to see, where you want to see it, when you want to see it.
Until that occurs, treat most market movement as you would any other advert: skip it.
The 7 Core Principles of Trading
What actually matters... after the pain, after the hype, after the noise.
1. Conviction Is the Only Multiplier That Matters
Size without conviction is just leverage with delusion.
High-conviction setups are rare. But when they appear, you bet
So I've lost the habit of posting here, as I've been traveling for an extended period of time and busy with personal matters. Plan to resume posting regularly soon. In the meantime let me share some quick market views given the dramatic moves we've just experienced.
I see the
traders lose not because the game is unfair, but because they step into it unarmed.
they crave certainty in a place built on chaos. they chase every flicker, every pump, every whisper of easy money…
the truth is darker.
most can’t handle boredom, so they invent trades. most
1/
I started tweeting this account about 2 years ago when SOL was at 30$ with less than 100 followers.
Now, 2 years in, I've crossed 32k followers.
after 2 years, around the same time, with potential UP-quarter
I figured it’s a good time to write this thread — about
Lot of crypto folks asking me "What happened?"...
It's probably time to dust off the Taleb book 'Antifragile'.
The amount of Open Interest that has been taken off in one day is unreal. 15B -> 6B on hyperliquid alone, the real total number must be insane!
People always want a