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GM (@language_birds) profile picture

GM

@language_birds

Research the Pheonix phenomenon

 metaworldpeace
Joined July 2021
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The unconscious is a simulacra of the territory we lost and were never able to regain - Jean Baudrillard
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Rules for a drawdown: Don't raise size to win it back Don't change entries or filters mid-DD (that's a new strategy) Don't skip a rung Don't judge a tier on fewer than 3 signals Log every tier change. Discipline is the edge on top of the edge.
GM (@language_birds) profile pictureGM
@language_birdsNov 1
Replying to @language_birds
The ladder: Tier 3 Full: $650 risk, cap 10 Tier 2 Reduced: $500, cap 6 Tier 1 Defensive: $350, cap 4, no press Tier 0 Paused: no live orders, signals tracked on paper One red gauge = down one rung. Two reds = straight to paused.
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Running 20+ algos live, the hardest call isn't entry. It's size. When do you cut an algo in a drawdown? When do you add back? When do you shut it off? My answer: decide it all before the drawdown. Here's the ladder I run for every algo that uses fixed cash risk🧵
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Stepping back up is harder on purpose: A new equity high, or rank back above 50% on 5+ signals Plus 20 trading days at the tier with no red Plus the whole book not in a deep DD Same bar both ways and your size flips on noise.
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Pause and retire: Paused algos keep trading on paper. That's how they earn their way back, at Tier 1 only. Still paused after 6 months? Retire it. It returns only as a new version with its own backtest, not a resized copy.
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Buying the dip tonight. $LINK and $AAVE
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🚨BREAKING: BINANCE HOT WALLET APPEARS TO BE DRAINED FOR ~$2.53B! On-chain data shows a large outflow from a Binance hot wallet (Binance 14) involving roughly $2.53 billion across 60+ tokens on Ethereum, including a major ETH transfer. The transaction that moved the funds was initiated by an address funded via Tornado Cash, with the assets sent to a fresh EOA. The report remains unconfirmed.
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As the Polymarket rep takes the main stage at LINK | NYC
MTS (@MTSlive) profile pictureMTS
@MTSliveOct 29
SITUATION DETECTED: Polymarket․com has been hacked. A 3rd party provider was compromised, and Polymarket has referred the matter to authorities. Users reported assets being withdrawn without permission. Anyone impacted will be made whole.
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Expecting huge Q4 number and currently believe that this sell off in $AMZN, $NOW, $GOOG and others to put up big number in Q4 with buyers front loading payments and pulling forward renewals.
GM (@language_birds) profile pictureGM
@language_birdsOct 29
Q4 could be a huge quarter for software vendors selling into California. SB 122: starting Jan 1, 2027, CA sales tax hits prewritten software and SaaS, including out-of-state vendors. Procurement teams now have a hard deadline. Watch the Q4 bookings 👇
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Q4 could be a huge quarter for software vendors selling into California. SB 122: starting Jan 1, 2027, CA sales tax hits prewritten software and SaaS, including out-of-state vendors. Procurement teams now have a hard deadline. Watch the Q4 bookings 👇
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The catch: SaaS subscriptions are taxed on any period starting Jan 1, 2027 or later, move the start date a provisioning to Dec 31st, 2026 and boom millions in savings. But every CFO now has to price in the new tax, and that alone forces the renewal conversation into Q4. Rules are still draft. Not tax advice.
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Quant nerds, would you run this? $MNQ short only algo, fixed $750 risk per trade, max 5 contracts 94 trades 33% win rate PF 2.26 Expectancy +$98.52/trade Max DD $1,185 Largest loss $716 (under the $750 cap) The catch: outliers are $6.9K of the $9.3K net. Run it or bin it? 👇
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Chainlink Custody Sync is huge for institutional adoption. Banks can put custodied BTC to work in DeFi lending without building the credit and lending stack themselves. Chainlink keeps custodian and protocol in sync. Sergey says turnkey is what institutions wanted. Long $LINK and $AAVE.
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Banks get to offer BTC-backed loans without building the lending protocol. The lending happens on Ethereum DeFi. That's the onboarding path institutions have been waiting for.
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nitter.cf/scottmelker/status/211…
The Wolf Of All Streets (@scottmelker) profile pictureThe Wolf Of All Streets
@scottmelkerOct 29
JUST IN: Chainlink $LINK launches 24/7 pricing for tokenized stocks, coming soon to Aave loans
Image from The Wolf Of All Streets (@scottmelker)
Image from The Wolf Of All Streets (@scottmelker)
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Chainlink is talking revenue. "I think you will see more and more cases where the TradFi institutions will adopt the token because it has value." The Chainlink Reserve: onchain AND offchain revenue (stablecoins, BTC, ETH, even fiat) gets converted into LINK and held in a strategic onchain reserve. More tokenization means more revenue, which means more LINK in the Reserve. $LINK plays critical role.
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