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GRIFFAIN
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Will.hl 威廉姆斯
# Trading Study Notes
I still admire 0xSun.
His recent operations are worth noting.
Not because of the amount of money earned,
but because I think he is someone who can stay calm and strike hard at critical moments.
A bit like Haliburton in this year's playoffs.
Basically, that Trump wave is enough for him to retire for two lifetimes.
In the past few months, he has also been in a resting state,
so obviously he missed out on the rebound and gains from the past few weeks.
Most people would probably chase the highs at this time
or rush to short.
It seems he did not, but chose to wait for the right moment to strike again.
His reasons for choosing coins are also worth referencing:
* Event-driven price surge for selling ($Trump)
* Strong new coins for ecosystem accumulation (PumpFun -> $Fart)
* Weak narrative coins that follow the rise but do not lead ($Chillguy, Goat...) -> If it were someone else, they might have shorted $Pnut or $moodeng.
Moreover, he chose extremely low leverage (with a large enough capital base), thus avoiding a certain degree of short-term volatility risk.

0xSun
Boom💥
To put it simply, the selection logic is that Fartcoin is expected to drain the SOL ecosystem due to Pumpfun's token issuance. I believe Trump is using the news from the dinner to create a favorable situation to pump and sell, and I've been looking for opportunities to short. Additionally, projects like Griffain, Goat, and Chillguy have increased several times from the bottom, but this wave is not leading the charge; it's just following along, compounded by the lack of sustained driving force in the projects themselves.
Also, when I short altcoins, I always use low leverage, as referenced in previous tweets.
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