BTC lifts all tides. | game_for_one on Binance Square

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BTC lifts all tides.

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Toly along with core Solana devs seems to be circling a new AI infra project. Could be worth keeping an eye on.

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Toly along with core Solana devs seems to be circling a new AI infra project. Could be worth keeping an eye on. We all remember the good old Griffain days.

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It still surprises me how misunderstood reflexivity is - especially in this market. It’s not just that people act on biased views. Their actions can actually change the outcome they’re reacting to. Narrative picks up → flows come in → price moves → conviction grows → the trade starts to look “right.” “The prevailing bias is the important thing.” ~ Soros In crypto, perception often drives the outcome, not the other way around.

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There’s been a lot of chatter around Wynn lately most of it circling the idea that a “trencher” can’t win on perps. I get the argument, but I think it misses the real point. Let’s bring it back to one of my favorite Howard Marks ideas: to make money, you need aggressiveness, timing, or skill - ideally, two out of three. If you get the timing right and you go in hard, you don’t need much skill. That’s exactly what Wynn self admittedly did - he slammed the bottom with size. Aggressive. Timed right. That’s all it took to dominate in the early innings. But now, the game’s shifted. The moves are choppier, the plays less obvious. We’re in the middle-to-late innings. That’s when skill starts mattering a lot more. And if you’re still pushing the same buttons as before, but the environment’s changed? That’s where tilt creeps in, and be admitted this himself.

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Last few days, alts trading like pure RNG - like a slot machine’s deciding the candles. It really is hard mode season.

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