17 Tweets 8 reads Jul 18, 2022
๐Ÿงต 1) Part 1: HOW TO MAKE A SHIT TONNE OF $$$$.
There is no free money in life, and this will take a bit of work on your behalf.
No rocket science or steep learning curve involved, just COMMON SENSE.
If this is not a EUREKA moment for 98% of you plebs, I give up.
2) Before we start - a DISCLOSURE:
I will be putting $1m (approx) of my own money into this method.
I will likely share my wallets and screenshots of Cex's if you guys promise not to hack me!
Currently, I am not invested in anything.
So we are all starting on the SAME PAGE.
3) The AVERAGE investor spends his time buying WEAKNESS. These guys love to tell you how their coin that is down 98% is CHEAP. NGMI...EVER.
Buying CHEAP coins is a mental trap. If it goes lower, you buy more as it's EVEN CHEAPER.
You keep adding until its a ZERO. No Bueno.
4) We are going to spend our time buying STRENGTH.
If you all you ever do is buy STRENGTH you will outperform 95% of investors. FACT.
Sometimes you will look at something and say, it's already up 500%, I can't buy that!
On the contrary, these are coins you will be ADDING.
5) The "BEST" coins will normally appear expensive.
But guess what - Expensive coins will normally get a lot more expensive over time.
Markets are forward looking and they price in a "good story".
6) So lets assess where we are RIGHT NOW.
- Macro environment is the toughest we have faced in a long time.
- Risk Assets have been killed.
- Crypto : Most coins are off 70%+.
7) Have we bottomed yet?
For risk assets as a whole, I think we are going lower. Bear market will go deeper than we can envision.
My mental plan is to start deploying capital into my CHOSEN coins when SPX hits 3000/3200 area.
I am constantly assessing this target area.
8) How will the portfolio look when we are fully deployed?
We want to be holding 8/12 coins MAX.
We want to be CONCENTRATED in positions with conviction, while maintaining some element of diversification.
9) How do we pick our coins?
When a crisis like the 3AC debacle happens, the LEADERS that emerge once we start to pick up the pieces is a MASSIVE TELL.
The LEADERS presenting since the last local low (mid June) are the ones we want to focus on.
10) For 5 year olds amongst you:
- Market crashed and nearly all coins got sold
- Everything bounced the days after the local bottom.
- SAVVY/SMART MONEY INSTUTIONAL investors + INSIDERS buy the GOOD COINS.
- On a chart everything is clear to see.
- OUTPERFORMANCE.
11) In a nutshell, the HOW TO MAKE A SHIT TONNE OF $$$$ method is as follows:
- Wait for local bottom to form
- Identify a short list of coins that are OUTPERFORMING.
- Find the reason these coins are outperforming. Deepdive them. Do they have a good story? Speak to team.
12) - Whittle our shortlist down to 20 coins. Keep monitoring.
- Wait for risk assets to capitulate. I will tell you when this is happening. 23 years of experience. - I have seen enough to call this.
- Deploy 100% of capital to the top 10 coins.
13) - Once capital has been fully deployed, I will take you through the next stage - POSITION MANAGEMENT. But let's not get ahead of ourselves here.
14) NEXT STEPS:
I will go through the largest 1000 coins (maybe 1500) and pick out a short list of maybe 50 coins.
I will then deepdive the shortlist. We can work collaboratively if you wish. Many minds working together is BEST.
But I suspect you LAZY plebs won't care!
15)TIMING:
I expect to have the short list by the end of next week. Don't worry, I will document how I arrive at this shortlist. I get it - SPOONFED MOFOS.
This Bear Market will last 6 months + more.
I (WE) have time to deepdive these LEADERS.
Roll up sleeves.
Then 25x it.
16)The ALTERNATIVE is for you guys to follow all these BS influencers + trading gurus (who never will show you their wallets, FRAUDS).
The market will go up 300% and you guys will still lose money.
My method is built on COMMON SENSE + some hard work, but easier than McDonald's
17) The CHART tells you the emerging NARRATIVES/LEADERS before your favourite shiller even hears about a coin.
A fool can look at a chart and see a coin is outperforming.
So take off the 50 indicators on your chart and clear your minds.
Next few months will be LIFE CHANGING.

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