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Why $AAVE Price Doesn’t Match Its Success

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Everyone’s asking the same question: If AAVE is doing so well, why is the token not? Here’s the short answer and the longer truth. The Market Isn’t in the Mood Bitcoin’s been flexing all year, but altcoins? Not so much.DeFi dominance hit a 3-year low, and capital never rotated from BTC into tokens like AAVE. So even with $56B locked and $3M weekly revenue, AAVE’s token is swimming upstream. The...

Leverage Explained Like You’re Five

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Leverage: The Magical Swing That Throws You Higher (or Off the Cliff) Imagine This You’re at the playground.You’ve got a swing. Normally, when you push yourself, you go a little bit up.That’s trading with 1x – your own money, your own strength. Now imagine your friend says: “Hey, want to go higher? I’ll give you a super push!” You go flying.That’s leverage. It makes your small push (your...

Shorting CLANKER (Base): Smart Money Exit Led to +30% Profit

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This is my trade journal.By the time you’re reading this, the trade is already over but I’m sharing it to give you insight into my thinking process and how I approach setups like this. Status: OverheatedPrice at Entry: ~$118 (+375% in 24h)Smart Money Netflow: Only $183k inflow despite $5M+ volume.Result: Trade closed for +30% profit The Setup CLANKER’s 375% parabolic run in a single day looked...

Chronicle (XNL) Short Trade: 100% Profit from a Post-TGE Dump

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This is my trade journal.By the time you’re reading this, the trade is already over but I’m sharing it to give you insight into my thinking process and how I approach setups like this. Chronicle ($XNL) was one of those rare high-conviction short setups that aligned perfectly with on-chain data, timing, and sentiment. The trade took shape right before its Token Generation Event (TGE) on October...

Liquidation is Good

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Over the years, I’ve built a strict framework that keeps me profitable month after month. All I have to do is stick to it. A few days ago, I asked myself:What if I deviate a little? So, I opened a position without a clear plan  just vibes. And, of course… I got liquidated. It was a tiny trade, a small part of my portfolio.No real damage. But it reminded me why the framework exists in the...

Shorting Day-One CEX Listings: How Smart Money Turns Hype Into Exit Liquidity

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Core Premise New token listings on centralized exchanges represent systematic exit liquidity events where insiders distribute to retail buyers at inflated prices. The Playbook (70-80% of Lower-Tier CEX Listings) Phase 1: Pre-Listing Setup Insiders/VCs/airdrop recipients accumulate at $0.001-$0.01 Limited DEX liquidity prevents large-scale exits Cost basis: 10x-100x lower than listing price Phase...

All wallets are not equal

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Take a look at your fingers.All fingers aren’t equal. In crypto, it’s the same.All wallets aren’t equal. We scroll through screenshots PnLs glowing in green, 100x trades,and captions that whisper: If they can do it, I can too. And honestly, yes you can (In Barrack Obama’s Voice).But there’s a question most people skip: Do you have the risk appetite to back it up? Many years ago, I consulted...

Playing Both Sides: The Long and Short of $4USDT

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One of the most beautiful things about on-chain analysis is that it lets you see what others can’t see. It turns invisible market sentiment into data you can act on — long before it shows up on Twitter. The Setup: Smart Money Moves Before the News A few hours before the news broke that Trump would pardon CZ, an alert from Nansen caught my attention. Smart Money wallets were moving –...

What They Don’t Tell You

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Anyone you see always posting green PnLs and never showing losses?Stay away. They’re selling you an illusion — that they never lose.It’s not real, and it’s not sustainable. You buy into their “edge,” copy their entries…Then when you start losing, frustration kicks in. Because your expectations were built on lies, not data. Real traders lose.Real traders learn.Real traders adapt.And they share...

How to Start On-Chain Analysis for Beginners (Without Getting Lost)

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Every day I tell people: “Learn on-chain analysis.” But let’s be honest most don’t even know where to start. I’ve been guilty of this too.Telling people: “Start on-chain analysis.” But not actually explaining where to start. 1. Start with Nansen Academy @nansen_ai is the most practical place to start. It teaches you how to read wallets, follow Smart Money flows, and interpret on-chain behavior...

About Me

a degen doubling bags. bitcoin holder since 2011. onchain analysis advocate. sharing my unfiltered thoughts.