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A leak of a fire-clearing strategy manual.
When the market is bad, pull funds out of arbitrage, and lay in wait for the target.
(What to buy is important—this is another set of techniques.)
When the market comes, sell, then switch back to arbitrage.
Cycle like this.
(When the real market is bad, arbitrage profits drop significantly.)

Today, this Hynix is really something—so powerful and so exciting.
Just now I checked the arbitrage account and managed to take a good chunk from the spread.
Just relying on the funding rate alone, I somehow even cleared over a thousand u—what an unexpected windfall.

This morning there was a hype issue about Hynix inserting a pin—this is the problem. hype can’t possibly compensate for losses.
Because this is hip3.
At the same time, it also exposed that its index pricing isn’t good enough. An abnormal price in a single market was actually adopted directly—I’m speechless.
One of the exchanges I use for arbitrage is hype. Honestly, I’m a little panicked.
Although this incident didn’t end up affecting anything this time, and I still made a bit of profit, issues like this are on the level of an exchange bug. It still makes me a bit nervous.
Up to now,

This morning’s hype: the issue of inserting a pin into Hynix. Hype can’t possibly lose. Because this is Hip3.
It also exposes that its index price isn’t complete enough. An abnormal price from a single market was actually directly adopted. I’m honestly impressed.
One of the exchanges I arbitrage on is Hype; to be honest, I’m a bit panicked.
Although this time the incident wasn’t affected. I still made a little profit. But this is the kind of issue that’s on the exchange-bug level. It still makes me a little uneasy.

Is it okay to short CXMT with $7–$10?

This round of going under is different from the one in 2022.
This time, there is truly no hope in sight.

Lately, besides doing cross-exchange Hailisi arbitrage.
I’m also doing Korea–US Hailisi arbitrage.
I’m also doing spot and perpetual funding-rate arbitrage on IBKR.
Hailisi all over my hands.

Recently this codex has been pretty disappointing.
From 5.5 to 5.6, it often just freezes and won’t move.
I’m at a loss too. Writing is so inefficient.

Recently, the previous perp arbitrage script has been rewritten.
The language was switched from Python to Rust, and the strategy has also been iterated.
The results are much stronger.
With the current market, being able to trigger such a high-frequency level of order placement is a bit unexpected; the old version was far from that.

I don’t know what stage we’re at now.
Various wealth stories are already flying everywhere.

I can't help but say a few words.
Many people say Meta rents computing power, not because the demand for computing power has decreased. It's because Meta itself is incapable of doing AI.
If you look at this from the perspective of the entire industry, the logic is not like that.
Whether or not you can do AI well—looking at the landscape today, it's actually very clear.
Winner takes all. There are only a few companies. Other companies have already lost in this track. So selling equipment or renting computing power is normal.
Why did prices skyrocket before? Because to seize the track,

First, the conclusion: CRCL can be bought.
But you need to wait.
Wait until no one is discussing this stock.
Wait until no one is discussing the crypto market trends.
Just wait.
If you can't pinpoint the timing and want to cling to a fixed idea, then lower your expected price a bit.
I don't want to discuss things like moats.
I only look at a few points.
Is the price attractive? (How low can it go, how high can it rise?)
(Risk-reward ratio)
If a bull market comes, does it have the potential to create FOMO sentiment?
(Rebound strength)

I want to challenge myself by shorting SPCX.

The crypto world really can't get any respect.
They hold a celebration banquet (SpaceX). Want to join for a meal (xStocks).
Just as you're about to sit down and start eating,
They kick you off the table.

It’s also my first time trying stock subscriptions for new shares.
Don’t let me get buried, guys.