OSF@osf_rekt · 1 天前观点输出some ppl on ct are great at making money, and that's great coz that is the end goal for most
the comical part tho is when ppl who make a few quid on memecoins suddenly think they are macro/tradfi experts
and then u see these guys making random macro calls and then looking like complete tits when it's wrong
massive self-attribution bias lol
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。
OSF@osf_rekt · 1 天前观点输出comfy in $ZEC and $CYPH
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。
OSF@osf_rekt · 1 天前赛道影响if the 2021 cycle narrative was NFTs
and the 2024-5 cycle narrative was memecoins...
...and if the next cycle's narrative is privacy/ai/quantum resistance
i think we should be expecting much higher highs on our coins, coz this is a narrative that can bring in more institutional/sophisticated capital that isn't necessarily crypto native
tough to explain to a "serious investor"..."hey bro u should buy WIF coz the dog has a hat"...but much easier to pitch "hey u should buy ZEC coz SOV, quantum etc etc"
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
OSF@osf_rekt · 1 天前观点输出man i gotta say what a fkn terrible call to say mkts were going to nuke this week
not only have we not nuked, it's not like stuff is flat or down a little bit
everything has absolutely ripped lmao
gotta pour one out for the bears
cheers
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。
OSF@osf_rekt · 1 天前赛道影响our strong points are:
1. built a good reputation over the past 5 years
2. the $REKT community itself is already 5 years old
3. we have "died" and come back multiple times with the same community benefitting each time by design
these things don't happen overnight, but i have no reason to believe we can't do it again, and at the very least u know we will try and give it our all
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
OSF@osf_rekt · 1 天前观点输出Rekt Mkts: VOL 054 https://t.co/IKIaEy1yBj
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。
OSF@osf_rekt · 1 天前观点输出ad-hoc reminder that the majority of my & @iliketabz time is working on what's next for $REKT
im not gonna be, and never have been, one of those ppl making announcements of announcements etc etc coz better just to hit with impact
but when u work on stuff at the non-public stage i think worth putting out some reminders that we're still here (and always will be, never left etc, 5 years and counting etc)
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。
OSF@osf_rekt · 1 天前市场影响historical black monday returns for the NASDAQ
19 oct 1987: -11.35%
29 sep 2008: -9.14%
8 aug 2011: -6.90%
9 mar 2020: -7.29%
16 mar 2020: -12.32%
19 oct 2026: +1.11%
AI:偏平台经营与生态扩张,强调交易平台和应用入口的长期位置。
OSF@osf_rekt · 1 天前赛道影响if you've ever lost money in a bull market it's highly likely because you have constantly chopped and changed your positions rather than having a significant amount of your portfolio in conviction trades (spot) and letting them run
altho the latter is actually incredibly easy on paper, psychologically, it's a lot harder coz in a bull mkt u see stuff going up 100x every other day and unless it's ur position u feel fomo and the urge to top blast etc etc
the answer is to just make sure you have split your capital into i) the big spot bag u don't touch ii) the degen bag which lets you enjoy your vices
u then want to rotate your profits from the degen bag into the spot bag thus capturing and compounding your gains through the cycle until you find the right time to sell
all sounds easy on paper but people (including myself) fk it up all the time
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
OSF@osf_rekt · 1 天前观点输出gm $REKT tradooors https://t.co/arGoq6Gqvg
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。
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