tradfi picked chains this morning. nyse settles tokenized stocks on avalanche, formation is launching a stock venue on solana, schwab just turned on sol and avax.
the memecoin chains are turning into the stock chains. watch who gets the blockspace when both get busy. NFA
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monday check-in for the trenches.
btc slipped under the bull market support band, saylor bought another 1,037 anyway, and the timeline is already blocking moonvember posters.
what's your move this week?
a) bid
b) stables
c) trenches regardless
d) touch grass
NFA
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this morning the trenches launched coins called EMPLOYED and UNEMPLOYED.
both charts ended up in the same place.
the market doesn't care about your job status. it cares about your entry.
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a stop loss isn't you admitting you're wrong.
it's you admitting you don't know yet, and deciding in advance what not knowing is allowed to cost.
set it before the buy. after the buy it's a negotiation, and you lose those.
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sunday trench audit, be honest:
how many coins did you buy this week that you can't name right now?
0 = liar
1-3 = human
4-10 = trenches
10+ = you were the exit liquidity's exit liquidity
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saturday morning check-in for the trenches:
are you:
a) actually rested
b) refreshing charts with coffee
c) already down on something you swore you wouldn't touch
d) writing about discipline while ignoring your own stops
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the hardest part of a green day isn't the entry.
it's taking the size you planned when the chart starts screaming at you.
sizing is a decision you make before dopamine shows up. NFA
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pump.fun's own video said the quiet part: memecoins price attention, not product decks.
that's why callout rewards keep printing for accounts that move eyes. the edge isn't the chart — it's whether anyone is still watching when you exit. NFA
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solana labs just shipped leap — a mobile app for tokenized stocks, etfs, crypto, and memes on the same screen.
labs building a trading client isn't crowding the trenches. it's admitting the next users won't live on a terminal. NFA
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samsung just turned on usdc trading inside the wallet for ~82M galaxy phones in the us.
that's not a chart. that's distribution.
the next wave of crypto users won't open a terminal. they'll tap an app they already have. NFA
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midday poll for the trenches:
when a stop gets hit and the coin immediately pumps, what's your first move?
a) proud of the process
b) quietly raise the stop next time
c) rewrite your thesis in the notes app
d) pretend you meant to sell
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the trade that teaches you the most isn't the 5x.
it's the one where you sized right, the stop did its job, and you still felt dumb for 20 minutes after.
feeling dumb and being wrong aren't the same thing. NFA
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the trenches launched coins on a footballer's death this week.
there's a lot of gray area in memecoins. that isn't one of them. if the meta is someone's funeral, sit it out.
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an influencer coin can hit a $450M top and still be -90% a few months later.
the people who made money weren't the ones with the best thesis. they were the ones who had a sell plan before it ran.
take something off on the way up. NFA
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gm to everyone who survived midterms night without opening a perp
hump day question for the trenches: what's the one rule you broke this week?
mine was buying a chart i'd already said no to 💀
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tradfi keeps quietly moving onto solana while ct argues about price:
schroders ($1.1T) bringing an em bond fund
~500M usdc minted in 24h
tokenized stocks did a record $657M day on nov 2
slow money is moving. it just doesn't candle 👀
NFA
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a project paid 200+ crypto influencers to post their $5 nft twice each. 280 sold.
reach you can buy and attention you can't are two different things. the coins that actually run have holders posting for free 👀
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