A working archive of high-conviction calls, early project discovery, and the trades I got wrong.
I've been trading crypto independently since 2021, focused on on-chain research, narrative cycles, and identifying asymmetric setups before they're consensus.
This site documents how I actually think: entry theses, sizing logic, what I got right, and what I got wrong. The trades below are case studies, not recommendations.
A relative-value bet during the PumpFun ICO frenzy. Graphite sent 100% of its fee share to $GP buybacks against PumpFun's 25% and Bonk's 50%, with a lesson about weighing momentum alongside fundamentals.
Read memo →A CZ-backed perp DEX launched into peak Hyperliquid momentum. A rare confluence of bullish alignment, with a lesson about the -EV of trying to swing after peak momentum.
Read memo →A leveraged long on HYPE as HIP-3 markets and the Cerebras pre-IPO listing pulled traditional finance attention on-chain. A precise call on a product I actively use, with a lesson about expressing directional views as pair trades when broader market confidence was thin.
Read memo →As an early Solana user, I was one of the first participants on the Jupiter platform. At the time, it was competing with Serum and quickly proved to be the better product. Although I didn't expect an airdrop, I had around 10 active wallets that swapped on Jupiter and qualified for the airdrop. This was a case of taking advantage of being an early mover on Solana and understanding which products would gain traction.
I briefly participated in Ethereum NFTs before moving to Solana NFTs in September of 2021. Having used Magic Eden often, I was familiar with the issues of their platform. Tensor arrived and made a much more user-friendly product. Following the Blur airdrop, it was clear Tensor's airdrop had the potential to be huge. I deliberately farmed season 1 by maintaining bids on top projects, rotating between 5-10 wallets. The airdrop farming didn't get crowded until season 3. Two seasons of low-competition point farming landed me in the top 1,000 users on multiple wallets.
I split all of my perps trading between Omni and Hyperliquid. Omni is competing for a piece of the perps volume and has continued to improve its product since the first week of points. I prefer Omni over other competitors like Lighter, and it is trusted by some of the top airdrop farmers.
The biggest wealth generation event for active on-chain traders. However, "PTSD" from past fake launches kept me from capitalizing on Trump's launch. I initially saw the coin at around $0.50, but thought he had been hacked. I later purchased small size around $1.00 and used it to earn fees by providing liquidity. My pool quickly got priced out as the coin, rightfully, went up. I was in the right place at the right time, but couldn't get over the mental hurdle of being rugged. In retrospect, allocating a small portion of my portfolio would have been appropriate for the potential upside.
Laziness kept me from bridging to Arbitrum and testing Hyperliquid out before its token launch. I discovered it in early 2024, but wasn't too involved with perps or leverage trading at the time. Hyperliquid went on to be the most lucrative airdrop of all time. In addition to the airdrop, the token opened between $2.00 and $3.00, but my lack of research impacted my willingness to buy. Learning from my laziness, I became an active user of the platform, which led to me hitting the trade in 2026.