Vibe marketer +7 years | Trading at @CFTradercom ex @radarblock, @reddit , @paid_network Health is Wealth 🥑 🏋🏻🧘🏼♂️
Lisbon, Portugal
Joined December 2019
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Just had a call with a well-connected market-maker operator and board member of a couple of exchanges. He walked me, step by step, through EXACTLY how this crash unfolded. 👇🏻
That wasn’t a “normal dip.” It was a one-minute crash where alts dumped 60–90% and instantly bounced before most people even opened their charts.
To make sense of it, you have to start with: A-book vs B-book. In B-book, the venue/internalizer literally takes the other side of customer trades. If you lose, they win. Those orders never touch the “real” market. (Sadly, almost every CEX does this.) In A-book, the venue routes your order out to external liquidity. If you win, they are protected. Most retail perps flow sits comfortably in B-book, until the risk gets too one-sided. When the crowd piles onto the same side (think high-conviction longs), the venue’s B-book P&L becomes dangerous. That’s when they flip some streams to A-book or, if needed, force a reset: thin the order books, pull bids, accelerate the move, liquidate crowded leverage, and reset risk.
Here’s where the Binance gravity well matters. Like it or not, a huge number of smaller exchanges route their A-book flow into Binance (fee-share B2B, lowest latency, deepest order book). If the big market makers pull quotes and the books go thin, even small sells can fall straight through the floor, cascading liquidations follow, then fast re-quotes appear once MM risk is clear. That’s why this event didn’t look like 2020. Back in the COVID crash you had a multi-week base after the dump: time to react in spot. This time it was a 5–10 minute slap on your face. Latency/credit won and retail lost, as always. The speed of that rebound says a lot, it felt more like a market cleaning than any real macro collapse.
Retail aped too hard on perps and got cooked. CEXs used the chaos to reset B-book risk and refill insurance funds by forcing liquidations (ADL). DEXs look cleaner after this mess, and rumors say some CEXs were longing with client funds. If that’s true… we might see a few blowups soon 👀
But why now? Incentives. Q4 is “up-only marketing season,” and tax timing helps too: plenty of pros would rather realize gains next tax year (sell in Jan) than in Nov/Dec.
Binance’s role as the deep A-book looks healthy (Besides some depegs). That centrality is raw power, but it also paints a regulatory target. Smaller CEXs running white-label engines and B-book will keep doing it because margin-call risk exists, and there might be more quiet coordination to avoid extreme volatility in the next months.
So what now? Not advice, but my base case: Q4 bias up (after a reset, it’s easier to mark higher). January drawdown risk is real (tax and balance-sheet games). Due to volatility clusters, we can also expect more 5–15 minute “events.”
My thoughts: On-chain derivatives and DEX infra have a narrative momentum after this. $HYPE stands out: real volumes, credible tech, and now a comparative trust pitch. Users want deep perps without centralized B-book risk. More broadly, community, fees, revenue, and buyback also benefit from this volatility.
For the future, treat perps in small venues like a casino until proven otherwise. Keep your core in spot; use leverage sparingly (or not at all). Split orders; don’t fat-finger market sells into thin books. Self-custody your treasury and assume API/rate-limit chaos mid-event. Set alerts; if you can’t win the latency game, don’t play it.
The people who wire liquidity, run risk, and see the backend switches confirmed it, A-book/B-book toggles are very real, and it's just a BUTTON that you can turn on or off.
I also lost money btw, I'm not a genius, just trying to learn from the best.
The call was not CZ, that was just for the hook lol, but the info is really high value.
I'd love to get some input from some fellows I've always read about this @dunleavy89, @Anton_Golub, @diogenes, @chameleon_jeff, @stacy_muur, @yq_acc, @rektdiomedes, @hosseeb, @0xkhan_
Stay safu peeps
In crypto, launching is easy. Being heard is not.
Unless you are with the right partner @LunarStrategy
Not a stranger to this team, that's why I participated:
→ Interviewed @Jackhaldorsson in Dubai
xitter.cf/radarblock/status/1930…
→ Taught the Reddit Ads module in their marketing course
→ Been to their events at the Lisbon office
So when this landed, I took it as a chance to show what marketing looks like today if you know how to use AI.
What is Growth? 👀
@OliWeb3_ asked @kashvii, @Jackhaldorsson, @thedanrodman, @emacosc, and, @anujdasgupta what this word meant to them.
Here is what they said 👇
How it was made, in order:
→ Story first. Marketooors this is your time to shine.
→ Character + vehicle sheets before generating a single shot for consistency with GPT2.
→ Seedance 2.5 for the shots, native audio
→ Claude for the story architecture and prompts
→ Small tweaks with Capcut
The idea behind:
"Most projects launch, and nobody hears them.
I took "#LunarMoonshot" theme literally.
A founder made a big launch, alone, in silence. Then he lands in "Lunar" and the atmosphere arrives, @TimHaldorsson welcomes him in and walks him to the mic to say what he came to say, and for the first time, people listen...
Mission name: GROWTH
Anchor: Portuguese flag
Trigger: Team picture
Most people start prompting: "create a full story and make no mistakes", spoiler you are burning credits.
Full prompts DM me :)
0.0–1.2s
The car @[Image 1] rolls into the gas station's light pool and brakes smoothly, suspension dipping and settling as it stops squared to the pump.
1.2–2.4s
@[Me] walks around the car toward the pump at a relaxed pace, natural stride, arms swinging.
2.4–3.6s
He lifts the fuel nozzle off its cradle, hose sagging slightly with its own weight.
3.6–4.8s
The nozzle seats into the fuel port with a small mechanical give, his hand holding it steady.
4.8–6.3s
He returns to the driver's door, swings it open, settles into the seat in two stages, and pulls it shut with one firm motion.
6.3–7.8s
The car @[Image 1]) pulls away from the pump, accelerating smoothly and passing behind a parked truck before disappearing into the dark.
7.8–9.0s
Now on the highway, a shaky low rear three-quarter view shows the car @[Image 1] holding a hard pace, weaving slightly with small corrections.
9.0–10.2s
Quick handheld close-up on @[Me's focused face as parallel light bars sweep across it in quick succession.
10.2–11.4s
Extreme close-up on the steering wheel's chrome badge, no hands in frame, catching a brief glint of light.
11.4–12.6s
Low footwell shot: his foot presses firmly into the brake pedal, sole compressing against the pad.
12.6–13.8s
A trailing dashcam view catches the car passing beneath a glowing highway exit sign with traffic ahead.
13.8–15.0s
Wider elevated view as the car @[Image 1] curves away down the road, taillights receding into the darker stretch ahead.
Almost got hacked today by this mfer @Nie_HAM
He DMs me about a crypto growth role, and it looks like it suits me.
Verified badge, mutual follows, looked 100% legit.
Sends a Calendly invite with a "Microsoft Teams" link.
The domain? microsoft.teams10web[.]com 🚩
So I replied: "here's my Google Meet instead."
Suddenly… bad connection. He couldn't join, and he blocked me.
Savage industry peeps, be extremely careful
Oli retweeted
Saturday web3 marketing lunch turned into a two-hour debate about automation, AI agents,
and why security standards are becoming the real marketing story.
Good food. Big ideas. Great people.
Join our web3 marketing squad for more⚡️
I asked chatgpt "What are the top 10 web3 marketing agencies in 2026?"
Starting with 0 Google authority, no media articles, and a very recent website.
2 weeks later, and @radarblock is already there.
Learning about AEO is not optional.
I asked chatgpt "What are the top 10 web3 marketing agencies in 2026?"
Starting with 0 Google authority, no media articles, and a very recent website.
2 weeks later, and @radarblock is already there.
Learning about AEO is not optional.
The best growth marketing strategies that you can apply from Top crypto x AI protocols in 2026.
Enjoy the 76 pages read
We've come a long way, tysm to everyone involved and the collaborators ❤️
@YugiUnchained @LukiLayer @ziyasoltan @hey_ruks @shlokafc @caatyee @Arp_it1 @ghcryptoguy
Crypto x AI is not dead; you're just looking in the wrong place.
We analyzed how leading protocols are driving real adoption through narrative design, gamified participation, and builder-first ecosystems.
Featuring @SentientAGI, @0G_labs, @OpenledgerHQ, @SaharaAI,
@miranetwork, and @AethirCloud.
Full report here: radarblock.xyz/state-of-cryp…
Highlights below 👇
Hey marketors how many times have you heard these from founders?
- Product is almost ready
- In conversations with a16z
- In conversations with Institutions
Marketing class on how to get your readers' email, by @StevenBartlett
You enjoyed the book > you are at the end and want to finish it > sunk cost fallacy > ok please tell me how this ends
