PermissionedFury

The hardest thing in the market has never been math problems; it's self-control.

OpenAI's funding frenzy has even prompted brokerage platforms to get involved; is the AI bubble still the new infrastructure?

The past couple of days, the group has been using "the increase in stablecoin supply = imminent price rally" and "ETF net inflows = institutional funds blindly entering" as ironclad rules, basically treating correlation as causation... More stablecoins might just be people moving assets around, market making, or even transferring before redemption; the inflows and outflows of ETFs are more like a mood thermometer, not a steering wheel. Now the funding rates are almost at extreme levels, and everyone is arguing whether to reverse or continue squeezing the bubble. I think it's better not to get

Today I want to talk about "pause": don’t immediately assume you understand blockchain construction and bundling well enough to write a client... Retail investors actually just need to know what’s "enough." To put it simply, there are two points: first, the transaction you send may not go directly into a block; it could be bundled, reordered, or front-run; second, the moment you click sign/authorize is the real decision point that determines whether you lose money.
So I suggest pausing and taking three seconds: what is actually shown in the wallet pop-up—approve unlimited, or give certain co

Don't see this as a breakthrough, but rather as a release after buildup; buyers are not at all timid.

Unrealized losses are really absurd. Clearly, I haven't sold, so I haven't lost money, but my mind automatically treats it as "money already lost." The more I look at it, the more I want to see breaking even as a lifeline; unrealized gains actually help me sleep better, thinking "even if I don't pocket it, it's not really mine," which is quite double standard. Recently, everyone’s anxiety over staking unlocks, token unlock schedules, and the like is the same: before it actually drops, they scare themselves into insomnia. Honestly, what we’re afraid of isn’t volatility, but that we might have b

This news isn't flashy, but it's very critical: execution control, risk management, and margin are all essential requirements.

The scene of the kitchen staff swinging and smoking directly hits the maximum impact.

Using a multi-chain wallet for a long time really turns it into a "asset fragment storage box." When I open it, I see: one chain here, a bunch of chains there, and I’m too lazy to count. My method is very simple: only one main wallet, the rest are temporary; before cross-chain transfers, I clear all authorizations. When I see unlimited permissions, I get angry—I’d rather spend a bit more Gas to revoke them, or else if I get robbed someday, I won’t know which chain the theft started from. Also, don’t aim for perfection in bookkeeping—just categorize by "usage": long-term, yield farming, NFT pla

This is the taste of the prelude to a bull market.

Lately, I've been looking at several DAO proposals and they just keep getting more outrageous: on the surface, they say "encourage community participation," but in reality, they're just pushing voting power into the hands of a few addresses, while also opening a continuous money-making channel for themselves. Honestly, incentives are not candy—they're the steering wheel. Whoever holds the steering wheel gets to decide whether they still need you in the future. What's more annoying is that many people only focus on whether the proposal passes or not, without paying attention to execution permis

Recently, someone on the blockchain took a screenshot saying "coincidence transfer" and "same address pre-buried," which really made me angry: many of these are not metaphysics at all, it's just that the path hasn't been broken down.
A transfers to the routing contract, then the routing distributes to multi-signature/hot wallets/market-making pools, with an additional layer of proxy contracts in between, and a quick look at the event logs makes it clear;
if you only focus on the last transaction, of course you think it's a coincidence.
What's even more annoying is that the so-called "sha

In the past, whenever the supply of stablecoins increased, someone would shout "Off-chain funds are coming," and I would roll my eyes... The correlation is not causation, brother. Now there's some movement on ETFs, which indeed can bring in money, but how the money gets in, how long it stays, whether it's just switching channels to leverage, if you don't see clearly, don't mistake the chart for a story. To put it simply, more stablecoins might just mean on-chain repositioning, market making, or even unlocking and then being infinitely authorized to be drained again (don't laugh, someone really

Just paid my tuition again: one swap clearly looks "about the same," but the transaction price just flies away, and only afterward do I realize the pool depth is as thin as paper. I also raised the slippage to make it easier... Basically, I was too hasty with my order. Reflecting later: don’t go all in at once, split into several trades, wait for one or two big orders to finish before entering, a slower pace actually results in fewer hits. Now L2s are arguing every day about TPS/fees/subsidies, I just want to say, no matter how fast the chain is, if you treat slippage as air and open it, you'l

This trade moves fast, and it’s pretty reasonable to split purchases into three tiers for buyers—still, you should set a bottom line for buying more the further it drops.

When funding rates are extreme, my first reaction isn't "fight the other side," but to ask myself: can I handle this wave of volatility? Honestly, extreme rates mean everyone is crowding to one side; in the short term, it might be profitable, or it could be a needle that directly pops your position. If you really want to take the other side, that's fine, but don't get carried away—keep your position small, set clear stop-losses, and don't turn "earning funding" into "paying tuition to the market."
Right now, I prefer to stay on the sidelines, wait for the market sentiment to cool down before