ETH Wealth Code
11/15
Long Position Setup

A great product is not a moat. Temporary success from a hit product can vanish when competitors copy it. Durable advantages come from structural barriers like switching costs or network effects that make competition hard for decades.

Stablecoin supply just dropped $17 billion in a month.
Biggest drop since 2022.
Think of stablecoins as the chips sitting on the poker table, guys. When people cash out, there's less money left to bet with.
Glassnode's read is simple. Bull markets need money coming in, and right now it's walking out the door.
So is this the final flush, or are we still early in the drain?

Solana Breakpoint starts tomorrow in London.
$SOL is at $72.63, down 9.1% today.
Anyone going?

Just Ordered this Strawberry Hipper Sonny $ANGEL 🍓
Isn’t it cute? 🥰

Week wey go sweet, na for weekend you go know ($1200 - $1400 weekly on Workada )
🔥🔥🔥
Workada is actively sending out interview invites( almost immediately for Canadian accts)
I optimized CV for two folks today and they got invited for interview almost immediately
Asides that, I onboarded 2 accts on Workada today, completed assessment and calibration for them, they’re gonna start tasking first thing tomorrow morning
If you have people in Canada or US, dem let’s run Workada for them, pay is $1200 - $1400 weekly

$DOGE I'd rather believe pigs can climb trees than believe dog coins will rise again!

Everyone online is fixated on Jensen Huang’s drama; nobody’s looking through Nvidia’s books... damn
In its own quarterly report, purchase commitments plus various guarantees
went from $184 billion to $530 billion in a single quarter
while liabilities on the balance sheet are only $91 billion
For OpenAI’s Ohio data center, Nvidia is backstopping up to $105 billion; it was originally supposed to be $250 billion, but the incoming CFO slashed it
The whole setup is so crude: Nvidia invests in you, helps guarantee your loans, you use the money to build a data center, fill it with its cards, and it b

I read an onchain tally of about 685 free mints across nine lanes: after eight hours only three had changed wallets. I used to take that as conviction. Now I suspect there is just nowhere to sell. How do you tell holding from stuck?

$SOPH Currently trading at 0.00235, up 18.69% over 24H. The 1H trend is bullish, with EMA20 at 0.001927 and RSI at 61.5; resistance is 0.00261 and support is 0.00156. The 4H trend is also bullish, but RSI at 72.8 is elevated; EMA20 is 0.001664, with support at 0.00123 and resistance at 0.00261. A sustained hold above the 0.00261 resistance is needed to signal continued strength; a break below the 0.00156 support would be an initial sign of weakness. In the review, focus on whether price can hold above 0.00261; if 0.00156 gives way and price fails to reclaim it, the bullish structure is invalid

this is insane
DAT's have lost $25 billion on their crypto treasury strategies
Tom Lee and Saylor have caused irreparable damage to crypto's image and investment appeal

$AVAX is currently at an extreme oversold level relative to its sector, while its relative strength has room to recover, favoring a short-term rebound.
In a peer comparison, $AVAX is down 10.66% over 24h, between $ICP at -11.62% and $LINK at -8.30%; however, its RSI is only 21.7, the lowest of the three and deep in oversold territory, while LINK is at 27.6 and ICP at 25.9. AVAX’s funding rate is also -0.0096%, tied with ICP for the most negative, indicating the highest short-side crowding. If sentiment improves, short covering could drive a stronger rebound. The price at 7.502 is close to

The post from 6 hours ago had already perfectly predicted the bottom, the rebound, and even the point to open a short for you. If you couldn't keep up, that's your own problem,

India sold 52 metric tons of gold during Diwali. Wedding season and a pullback in prices have sent demand surging. With gold at these levels and physical buying this strong, buyers are stepping in on dips, so don’t rush to turn bearish. Maybe I’m wrong and I’ll end up eating my words.

#Dr.Han牛津辩论社演讲
What struck me most in Dr. Han's "Start Alone" talk at the Oxford Union was not fancy words, but plain words. He told his 13-year path as a path that began with losses while trading through online forums. Not with capital, but with trial and error. That is why his words landed with me.

The summary is clear: You are the boss, AI is the helper. AI gives you speed, drafts a first version, pulls research together. But it does not answer the question "what should we do?" for you. If it does, the work stops being yours.

Today, starting alone is easy, staying alive is hard. Because

i just arrived in London
who’s there already?