0xvincent retweeted
Gm ☕️
working my way into the top 100 traders on fomo (realized PnL)
sentiment is at rock bottom for most. that’s exactly when some of the best setups show up.
have a profitable week
0xvincent retweeted
Gm ☕️
crypto is holding up insanely well when you factor in everything that's happened over the last few weeks
downside seems limited into the weekly close, making way for a bullish november, as long as we don't see any aftereffects from the binance hack
most quality alts respected their bullish wedges and flag structures, possibly putting in their lows
waiting for direction now, spot and chill
#TOTAL (1D)
0xvincent retweeted
onchain
to check onchain conditions, I log into fomo and watch myself climb the leaderboard ranks by doing absolutely nothing. that tells me it's not worth trading there right now.
once I start dropping in the ranks, it's probably time to pay attention again.
new narratives form slowly. the edge is being patient until they give you a setup you can comfortably position in.
until then, I'm protecting my capital, bc by now I know I need to zoom out and appreciate what I've already made this year, not force myself to go for more out of boredom.
the trades have to practically fall into my lap, so my gut gives me the green light. this way I save energy, keep a clear head and stay rested and emotionally unbiased when a new momentum phase begins.
0xvincent retweeted
Where’s the safe haven for larger capital?
Probably mostly parked in defensive dividend stocks and/or cash, collecting decent interest and sitting it all out for now.
0xvincent retweeted
Imagine being CZ for a sec
You are an old convicted felon
Your wife is not getting any younger
You're the most hated person in the industry
Your exchange keeps losing market share to this new competitor that came out of nowhere
Hyperliquid?
The founder is younger, smarter, more handsome
You're confident your wife has thought about him more than once, in what manner? who can say
And to make it even worse, he used to work for you
This "Hyperliquid" competitor keeps gaining marketshare and attention
Very good attention
24/7 trading? leader of onchain perps? CFTC license to trade in the United States?
What the fuck
Trump goes on national TV and starts saying "Hyperliquid"
ICE partners up with TradeXYZ?
Stanley Druckenmiller creates an X account just to shill Hyperliquid?
Elon Musk joins in???
HYPE starts climbing up to $100
什么鬼!!!
It's time to do what you do best
Liquidate the market again and blame it on a "hack"
The root cause? Simple, no one will question it
Just say our DevOps engineer left their laptop open in a Luckin Coffee shop
Explosive diarrhea from uncooked shrimp wontons
Everyone can relate
We could risk $6B in a "hack" to make it look real
Coordinate with Tether and Circle to freeze most of it
User recovery funds handles the rest!
Entire market starts nuking and HYPE falls from $97 to $90
CZ and Binance will do everything possible to stop Hyperliquid from growing and shift attention back to them
Remember 10/10 happened because Hyperliquid hit open interest all time highs and Aster completely failed
0xvincent retweeted
rough 48 hours
after weeks of doing mostly nothing, I finally went long on alts, just hours before the binance hack hit.
on the equities side, my two largest positions, servicenow and coinbase, got hammered post earnings, with drawdowns of up to 35%.
thankfully my risk management is solid enough that my position sizes are still comfortably manageable.
but damn, the market has a way of humbling you real quick, even with years of experience and serious capital behind you.
still mostly in cash though. gonna slowly scale up my ETF savings plan over the next months. mainly watching if crypto shows relative strength into the first week of november after everything it’s been through.
setups should come to me. no point forcing trades right now. tbh not sure where markets are heading in general. AI hacks, the biggest hack in history, war news, commodities selling off, equities looking a bit toppy after tech earnings and crypto in uncertain territory after weeks of growing distrust, with the binance hack as the peak that already did insane damage. so I need to find my edge first.
0xvincent retweeted
Binance hack confirmed
Tether working Binance has recovered $1.794 billion
while the attacker successfully
> swapped ~700M USDT → ETH via uniswap pool
> ~60M USDT parked in Aave to borrow ~19.8k ETH.
> ~175M USDT was moved to a fresh address
a total of $315 million in unfreezable address
CZ also confirmed all users affected will be refunded
what a night
Our teams are aware of reports of a potential security issue and are actively investigating. User funds are completely safe.
Our security teams are reviewing all relevant information with urgency, and we will provide updates through official Binance channels as soon as we have verified information.
Users should remain cautious of scams and should not trust unofficial links, messages, or requests for account information.
0xvincent retweeted
#Binance hot wallet drain
✅ 975M USDT frozen by Tether
✅ 823M USDC frozen by Circle
✅ 984M BEAM burned by BEAM
What's left is ETH, and every wallet holding it is being watched.
It's less than the SAFU fund alone.
User funds , covered. SAFU. 🔶
0xvincent retweeted
One interesting note on the binance hack: the drain tx submitted 50 EIP7702 auths, each with a sequential nonce.
Only one is the correct, valid nonce for a tx.
Likely the attacker collected all 50 over some period of time, not knowing what the correct nonce would be at the time of execution, and then submitted them all. Eth only accepts the valid one and the invalid ones get discarded
0xvincent retweeted
ok safe to say binance is pwned
The biggest assets were approximately:
• 1.615B USDT
• 62.6M RLUSD
• 29,934 wBETH
• 11,372 XAUt
• 6.19M UNI
• 198.4M ENA
• 7.175T PEPE
• 27.8M USD1
• 2.26M LINK
• 127,853 AAVE
about $2.5B at the explorer’s prices.
1. The attacker deployed a delegate contract, 0x63e842b0...73e9c6fAe, from the relayer at 15:59 UTC.
2. About four hours later, the relayer submitted an EIP-7702 authorization transaction
That installed the malicious 7702 delegate code on Binance 14.
3. The relayer then made a call to Binance 14, executing the delegate code, and transferring Binance 14’s ETH and token balances.
4. The calldata is labeled sweep(address, address[]). The second argument is a list of recognizable token-contract addresses plus the zero-address (eth).
5. The same relayer later used the same delegate to move 780M USDC from Binance Hot Wallet 34 into the same pool
• The relayer 0x7C... was funded by three Tornado Cash 0.1 ETH withdrawals over the prior two days.
• The same pool also received 28,005.6 ETH from Binance 16 24 seconds after the main sweep.
• The pool then forwarded 195,460 ETH to a fresh, unlabeled EOA
• That EOA has only one transaction and currently holds the 195,460 ETH.
What's a bit unclear is why the relayer was needed in the first place. If they had the private keys to the Binance wallets, they could have just sent the assets out in an atomic bundle without needing a relayer at all.
So it seems likely that they didn't have the private keys and instead just had the 7702 auth signatures, which must have been phished somehow.
I think we can go ahead and assume DPRK.
0xvincent retweeted
previous resistance has turned into support
quality alts are breaking out of their wedges
another leg up is unfolding
spot and chill while riding the bull market uptrend
easy times
0xvincent retweeted
bull market
Mainly just holding and riding spot on my altcoin ports, focused on tokenization.
Biggest stock market exposure is in $NOW and $COIN
$CASHCAT as a clean wedge setup for onchain meme exposure.
Nothing complicated, just riding and profiting from a few altcoin BO setup trades with tokenization as the main narrative, plus some (rh) onchain momentum plays here and there soon.
focus
0xvincent retweeted
current altcoin port
main: $SOL $ETH $NEAR $TAO
tokenization: $ONDO $AVAX $LINK
others: $ZRO $AAVE
only TPed 1/3 of my $NEAR so far and rotated my spot $PENGU into a low lev long
mainly just riding HTF momentum and expecting leg ups from the tokenization narrative, TPing into HTF targets along the way, ideally into catalyst pumps like $QNT had. no orders preset rn
stacking cash from profits and not doing anything with it, while increasing my world ETF savings plan whenever I want to rotate more exposure into the stock market
would reduce altcoin exposure if my TOTAL framework hits invalidation below weekly support. until then, not touching my spot positions.
basically the framework, nothing special