Ian Balina

Ian Balina@DiaryofaMadeMan · 19 天前观点输出

We became the bottleneck. At Token Metrics, we built our own models, looked for signals worth researching, and shared that work with our community. But crypto grew faster than any single research team could cover. Now we are expanding how we find the next research lead. We are building Smart Money tracking across prediction markets, Pump and other token launchpads, and Hyperliquid. The goal is not to chase one wallet that got lucky. It is to sort and filter traders and wallets showing repeated behavior, then surface a shortlist for deeper research. A winning streak is a lead, not proof of edge.

3094.2K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Ian Balina@DiaryofaMadeMan · 19 天前赛道影响

Wow, things have flipped bullish very, very quickly. This has been one of the roughest bearish sentiment periods in a while. I’ll be honest, even I had doubts things would bounce back in time. A few months ago, it looked bleak. Now the White House is bringing crypto leaders into the room, the rules are getting clearer, CLARITY is still in play, and Hyperliquid may be coming to the US. It feels like the tide has drastically shifted. I said alt season could come anytime from spring through fall 2026. We’re in that window now. I’m not getting ahead of myself, but I’m not going to be a pessimist either. If this shift holds, the groundwork may have been laid for a once-in-a-generation run.

51104.3K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Ian Balina@DiaryofaMadeMan · 19 天前观点输出

I've been studying Smart Money wallets on Polymarket, and some of the streaks are wild. I've found profiles showing 10 to 15 wins in a row. Some wallets are buying contracts priced at 10%, 5%, or even 1%, then occasionally turning them into 30x or 100x payouts. That doesn't prove durable edge. I don't know if it's proprietary models, better information, or selection bias making the profiles look stronger than they are. But the behavior is worth tracking. I'm working on Smart Money tracking across prediction markets, meme coins on launchpads like Pump, and Hyperliquid. The goal is to find wallets and behavior worth deeper research, not treat every winning streak as a signal. More soon.

00104.0K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Ian Balina@DiaryofaMadeMan · 23 天前观点输出

@MidCurveMortal Crazy! I wonder what the numbers are for CEXs and Hyperliquid

000245

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Ian Balina@DiaryofaMadeMan · 24 天前观点输出

@AndrewCurran_ This is a great buy by Stripe. I love OpenRouter.

001649

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Ian Balina@DiaryofaMadeMan · 24 天前政策影响

@BlackHouseCorp Definitely more than a book. I think the next thing has to be trading agents. Stay tuned. More to come.

00125

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Ian Balina@DiaryofaMadeMan · 24 天前观点输出

@Eyeamog I have a post I'm about to post soon on this. I've been going through the spreadsheets from back in the day, all the investments and the lessons learned. Stay tuned.

10129

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Ian Balina@DiaryofaMadeMan · 25 天前赛道影响

When we identify a pattern in on-chain meme data that was historically predictive, we do not treat it as a proven money-making trade signal. We use it to sort, filter, and triage meaningful trades for deeper examination. I want to test selected ideas with capital and see whether the historical relationship holds up in live execution. Research narrows the field. Live capital is where a promising historical pattern has to prove it can survive execution.

101916

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Ian Balina@DiaryofaMadeMan · 25 天前观点输出

A market does not need traditional fundamentals to produce data. Meme coins run on narrative and momentum, but wallets still leave footprints. Snipers, bundlers, whales, strong traders, launches, and graduations can be measured. The question is whether combinations of those signals predict which tokens advance to the next stage. That is what we're modeling. Not because every pattern is alpha, but because even a narrative-driven market has structure.

000979

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Ian Balina@DiaryofaMadeMan · 25 天前赛道影响

Parts of crypto VC shifted toward high-FDV, low-float launches, leaving retail to absorb the downside. Retail responded by moving earlier on-chain, into microcaps and meme coins. The narratives are more explicit, and token-holder value is not assumed. That does not make the trenches safer. But liquidity and opportunity are moving back there, which makes the on-chain behavior worth measuring.

0021.2K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。