FC_0x0

The following text is organized from the series Twitter Space #Dialogue with DEV, hosted by FC, founding partner of SevenX Ventures, Twitter @FC_0X 0
Guest this episode: Marvin, founder of Phala Network, Twitter @marvin_tong.
First time as a Dev: No top VC endorsement, but got on Binance with community support.
After graduation, Marvin became an ordinary worker, working as a product manager in a large company. In 2018, the disruptive revolution brought by smart contracts made him and his brother @bgmshana, who was working in the Gmail team doing Machine Learning, come up with the idea of starting a business.

The following text is organized from the Twitter Space series #Dialogue with Traders, hosted by FC, founding partner of SevenX Ventures, Twitter @FC_0X 0.
Guest of this episode: Timo, AI investor, Twitter @timotimo 007.
To obtain Alpha, one should play with things they can understand.
In Web2, Timo is a VC specializing in investments in the first-level AI market, having invested in many domestic AI companies in different directions.
In Web3, his trading journey began in 2017 when he bought Bitcoin, and in 2019 he played with contracts, reaching a maximum floating profit of over ten million, but lost most of it in several liquidation events. Since early last year, he has been playing on-chain, engaging in inscriptions, token swaps, and pre-sales, and then moved on to zoos and AI.

The following text is organized from the series Twitter Space #DialogueTrader, hosted by FC, founding partner of SevenX Ventures, Twitter @FC_0X.
This episode's guest: Jason Huang, Twitter @Jhy 256
"Penetration rate" logic makes internet investors go all-in on Crypto.
Jason describes his background as quite Web2; as an internet VC, he worked at Huaxing Capital and Qiming Venture Partners, then went to the family office of Alibaba's chairman, Cai Chongxin, responsible for all domestic investments.
Jason's first purchase of coins was during the ICO boom in 2017, but at that time his understanding of Crypto was still at a 'somewhat like a scam' stage, so he made a little money and left the market.

In the cryptocurrency market, the main players profit through accumulation and distribution, and the on-chain holding behaviors inevitably change during this process. These behaviors can be aggregated and transformed into trading signals, increasing trading win rates.
SaBiGe (Twitter @SaBiBro666) shared all the details of using this strategy to buy into $MOODENG.
This is the 24th recap of #100 Trader Conversations, continuously updated, welcome to follow.
SaBiGe's trading journey: From exchange to on-chain strategy transformation
SaBiGe, a pioneer in data-driven trading in the on-chain field. Born in Taiwan, he entered the cryptocurrency field in 2017 and joined a mainland exchange in 2019, working in its listing department, focusing on on-chain data analysis and project due diligence (DD). This experience provided him with deep industry insight while laying a solid foundation for data analysis.

BTC-based 10x returns, former top Wall Street trader Amanda (Twitter @WuWei_BeWater) teaches you step-by-step how to build your own trading system, purely sharing practical knowledge.
This is the 23rd recap of 'Conversations with 100 Traders', continuously updated, welcome to follow.
About Amanda.
Amanda, in February this year, achieved a 10x return on personal options trading based on BTC; this month, it has approached 5x, and the annual return from U.S. stocks is twice that of Nasdaq.
Who is this legendary figure?
Currently the CIO of Chainup Investment, she built a panic index options trading model on Wall Street; she joined Guo Investment in 2011 to engage in primary market investments and secondary market trading, leading the listing of Anxin Securities.

Playing MEME, how can you achieve repeated victories?
@Michael_Liu93 Mai's secret is eight words: find a strong dominant market, chase the second wave.
After reading these verified MEME trading principles, making big money is actually quite simple (contains 💰 password).
This is the 22nd recap of #Dialogue with 100 Traders. It will continue to be updated, and you are welcome to follow.
Mai's MEME journey: after a five-minute hundredfold return, he became addicted to MEME.
Before getting into crypto, Mai followed a very 'orthodox' financial path: studying finance in university, becoming a banker in the sell-side after graduation, and then moving to the buy-side. In the buy-side, he was looking at the enterprise service sector, where many blockchain founders wanted to create BAAS, which is Blockchain as a Service, and through this opportunity, he saw this new technology.

The following text is compiled from the series Twitter Space #Conversations with Traders, hosted by FC, founding partner of SevenX Ventures, Twitter @FC_0X0.
This episode's guest: Raxy, independent trader, Twitter @Raxy2001.
About Raxy: From primary investor to independent trader.
In January 2021, when platform tokens were being speculated heavily across various exchanges, Raxy entered the crypto industry. After working on GameFi projects, he entered the VC industry, working at Jsquare and DFG.
In over two years in VC, Raxy has seen hundreds of projects. This year, he left VC to systematically learn and engage in trading, transitioning from a primary investor to an independent trader.

After looking at hundreds of fund teams over five years, he found that focusing on four key points can lead to successful trading.
The following text is organized from a conversation between myself and @ma_s_on_, who is a FOF investor with years of family office experience. This is the 21st episode of #Conversations with 100 Traders, continuously updated, welcome to follow.
Mason's career began during the golden age of mobile internet, and for the past five to six years, he has been doing asset allocation in a family office with a technology background.
Mason's interest in the crypto space originated from the bull market frenzy in 2020. That year, they invested a small amount of money in several VC projects related to Digital Assets, achieving outstanding results with exaggerated returns.

@Arthur_0x is one of the most legendary DeFi investors, achieving 100X in less than 3 years. Now transitioning to the secondary market, his performance remains outstanding.

All the trading tips he has never shared with others are here👇
Arthur entered the crypto space in 2017 when he was 20 years old.

While studying at Nanyang Technological University, he majored in Economics and minored in Entrepreneurship.

To this end, he actively participated in extracurricular activities, served as the vice chairman of the investment club, and was reported by the Asian News Channel as one of the young investors.

After graduation, Arthur joined BP as a trader, one of the world’s largest oil commodity traders, rotating through shipping, analytical and trading functions, working closely with traders and charterers to grow trading volumes for the company.

Sean and I have known each other for a long time, and the opportunity for further contact came from Nathan.

Last month, Nathan said to me: Brother, let me introduce you to someone. This person has a studio and several friends are trading cryptocurrencies together, mainly MEME coins.

I was shocked to hear that there is such a genius. It seems that our friends in the South are particularly quick to accept new things.

So I made an appointment with Sean the next week and met him and his friends. It was really shocking, everyone had three or four screens, and everyone was doing transactions there.

During this discussion on trading strategies, Sean even drew a picture, showing his seriousness.

This episode of Dialogue Trader invited @BensonTWN, the founder of CoinKarma. Thanks again to @sky_gpt for introducing us. Benson shared in great detail the changes in his trading strategies in different cycles and how CoinKarma's indicators guide trading in different market conditions. After the chat, I have a feeling that Benson has always used a non-consensus way to think about how to build his own trading structure to outperform others, because in essence, contract trading is a game of how to win over most people.
*All texts are for sharing only and do not constitute any investment advice.

This time, Space invited HighFreedom, a former macroeconomic analyst at a brokerage firm, to share his trading strategies, insights into the macroeconomy, and predictions on the future trend of the cryptocurrency market. Based on years of trading experience, HighFreedom has a deep understanding of Bitcoin, altcoins, and their relationship with traditional financial markets. This conversation also covered the growth path of novice traders and how to build a systematic trading logic.
*All texts are for sharing only and do not constitute any investment advice.
TL;DR
1. About Trader HighFreedom

This article will use the three tools Dune / Nansen / Arkham, taking uppercase and lowercase $NEIRO as an example, to show in detail our steps for reviewing profitable addresses and the process of analyzing "smart money".
If you also want to learn on-chain data analysis and find the next "100x Golden Dog", be sure to read this.
What are the profit addresses of NEIRO (ETH)?
*Please note that there is a certain gap between the writing time of this article and the actual publishing time. The profit-taking results obtained through Dune query now may be different from those shown in the article.
Generally, to check the profit of an ERC20 token, you can directly use Dune's existing token profit query address dashboard. There are many similar dashboards in Dune. Here we use https://dune.com/dannyatlas/erc20-holder-analysis. You only need to fill in the token address and run it to get the result.

This episode’s guest: Painter, quantitative trader and secondary analyst, Twitter @CryptoPainter_X
*All texts are for sharing only and do not constitute any investment advice.
TL;DR
1. About Trader Painter
The core of trading is "people". A person's experience, background, personality, and financial attributes determine the development of his or her trading strategy.
What is Painter's trading strategy?
1) Fund size and configuration:
Position the crypto market as an ultra-risk market, with an allocation of no more than 30% of total assets
The funds invested in the crypto market are mainly allocated to medium and low frequency quantitative investment (trend strategy), ensuring that every bull market will not be missed and every bear market will not be held back.

This episode’s guest: Murphy, on-chain data researcher, Twitter: @Murphychen888
*All texts are for sharing only and do not constitute any investment advice.
TL;DR
About Trader Murphy
The core of trading is "people". A person's experience, background, personality, and financial attributes determine the development of his or her trading strategy.
What is Murphy's trading strategy?
1) Fund size and allocation ratio: Own funds, 90% allocated to mainstream currencies (BTC, ETH, BNB), 10% allocated to altcoins
2) Expected return: 200%-300%
3) Withstand retracement:
For mainstream currencies (BTC, ETH, BNB), only look at the cycle, do not set a stop loss, and a 20%-30% pullback is normal

This episode’s guest: Eric, a day trader of a proprietary US stock fund, Twitter: @CycleStudies
*All texts are for sharing only and do not constitute any investment advice.
TL;DR
1. About trader Eric
The core of trading is "people". A person's experience, background, personality, and financial attributes determine the development of his or her trading strategy.
What is Eric's trading strategy?
1) Fund size and allocation: Funds in the tens of millions, most of which will be used to buy spot goods, while there will also be stable returns from the exchange, and some funds will be used to short positions
2) Expected return & bearable drawdown: Limit and manage your own risks through technical analysis, and the subsequent returns are to continue to gamble on probability.

This episode’s guest: Stewart, Director of Investment Research at First Class Warehouse, Twitter: @Jindouyunz
As an old fan of Toudest Warehouse, I invited its investment research director, who is also my old friend Jindouyun, to talk about how they invested 1,000 times aave in the last cycle and the changes in the concept of "value investment" in this cycle. I also discussed the methodology of finding Alpha in this cycle and summarized some points that impressed me.
*The following text is for sharing only and does not constitute any investment advice.
TL;DR
1. Investment strategy:
Fund size and allocation ratio: The total size of the first-class warehouse fund is about tens of millions of dollars, and it is strictly stipulated that each investment manager cannot manage more than 10 positions. It mainly invests in altcoins.

This episode’s guest: Phyrex, Twitter @Phyrex_Ni
*The following text is for sharing only and does not constitute any investment advice.
TL;DR
1. Investment strategy:
1. Fund size and allocation ratio: The size is unknown, 90% is allocated to large currencies with good liquidity, and 10% is allocated to small currencies
2. Expected return: one time
3. Able to withstand drawdown: BTC, ETH and BNB are not worried about drawdown, and they are prepared to hold for another four years; Altcoins are basically free, and there is no worry about drawdown.
4. Trading logic: large cycle timing and fixed investment

2. An overview of this issue is as follows:
About "buying at the bottom" and "selling at the top": Is the market bottom now? When will it peak?

This episode’s guest: Jackson, co-founder of Scope Protocol, Twitter @0xOar
TL;DR:
1. For different types of assets and different holding strategies, what data do you need to pay attention to?
Jackson divides his assets into three types. Different types of assets have corresponding holding strategies and data to pay attention to. It is interesting that he divides asset types according to the holding period:
• Long-term holdings (such as mainstream currencies such as ETH SOLANA). Data to watch: The current liquidity situation of the entire industry has three indicators:
1) U.S. stock market or U.S. dollar interest rate hike/cut

Guest of this episode: Raymond, Partner of Mossfire Capital
FC: What is the reason for inviting Raymond today? We actually wrote three keywords on Twitter: the first is the regular army, with 8 years of investment banking experience and a long time in traditional finance; the second is that you have handled APPs with tens of millions of DAU, which I think is actually quite difficult; the third is that I think you have a set of methodology. In fact, I haven’t written one more thing. I am quite curious about your personality, because I think we are quite similar, and we should both be more sensitive. I think it is not conducive to trading. In fact, I will have a discussion about personality in each issue, because I think everyone’s personality determines the trading strategy, and this influence is quite large. Let’s officially start, first talk about your trading experience. You came from the regular army. What is your mental journey? What made you enter this industry? How do you cross the psychological threshold?