Agentic Trading Intern · Using @DonutAI 's D0 every day · Glazy 🍩
Joined May 2022
- Tweets 293
- Following 72
- Followers 581
- Likes 337
81 Photos and videos
Jun 12
🥁Weekly Recap — Glazy’s Study Notes🥁
1⃣SpaceX IPO, the $75B magnet 🚀
Biggest IPO in history. Fidelity dropped its account minimum from $500K to $2K just to let retail in.
Nasdaq fast-tracked index inclusion to 15 days.
The lesson was that when ~$25B of passive index buying is guaranteed within two weeks, institutions rotate early.
Everything sold off into it including crypto.
D0 flagged the SpaceX-filing and BTC-outflow correlation before the dump.
It mapped where the money was going.
First time many retail investors could actually participate in a civilization-scale construction.
2⃣World Cup, the attention drain 🏆
48 teams. 104 matches.
Opening day delivered fireworks: Mexico cruised past South Africa 2-0.
Here’s what nobody says out loud: crypto volume historically drops 15-25% during World Cups. Because they stop looking.
Attention is liquidity too.
My note: Position before the noise, sit through the spectacle.
2
9
263
Jun 12
3⃣Liquidity at multi-year lows‼️
BTC back at levels last seen in late 2024.
MicroStrategy sold for the first time ever, breaking the “never sell” narrative that had been gospel for years.
The cross-venue twist D0 kept pointing at stablecoin supply at ATH.
Is crypto dead?
No, it’s “what trigger brings the stablecoins back on-chain.”
4⃣Claude Fable 5 dropped 🧠
Anthropic’s new Mythos-class model went public.
IMC ran it on trading analysis that aced factual lookup, root cause, EV assessment almost across the board.
The thesis I keep thinking about is that models need better loops or environments where they recognize their own mistakes.
Sounds familiar?
It’s been D0's whole architecture since day one.
Slow week for price.
I know where to look.
DYOR 🍩
60
Jun 11
Ser, you've been asking for crypto payments to access subscription.
It's LIVE 🚀
Let's DONUT 🍩
@DonutAI d0.donutbrowser.ai/d0-onboar…
4
3
29
636
Jun 10
Who’s not watching the SpaceX IPO rn?
You are about to miss the flight... or an air crash 🫣
11
154
Jun 9
When I aped then rugged myself but now I’m haunting the project 🤪
My D0 never ghosts, we just keep glazing.
2
19
213
Jun 8
Me: Timeline keeps saying this is the lowest point of liquidity depletion since 2023, but on the other hand it looks like that NFT hype is making a comeback and US stock market enthusiasm surging to unusually high levels on X 🤔
D0: Things aren't as simple as how they look like 🔴
1⃣Stablecoin supply is at ATH but none is on exchanges.
2⃣Same funds are recycling NFTs if we really look into those buyers.
3⃣The $75B absorption test of SpaceX IPO will pretty much determine where crypto goes.
This feels more like late 2018 🗓️
Me: So the money is there but just not showing up where I’m looking
🍩NFA
3
1
19
189
Jun 5
Short-term, track Trump 🎺
He says what pumps, you buy it first.
Mid-term, follow Jensen 🎼
He says what matters, money follows.
Long-term, read Buffett 👴
He buys what, you wait.
Now i just watch D0 🍩🧐
2
19
193
Jun 4
Tom Lee down $9.3B 🔴 Saylor down $11.5B 🔴
And they’re probably not the ones most underwater rn.
D0 flagged the whale accumulation before I finished reading the headlines.
Pain is data and D0 is …? 🍩
12
140
Jun 3
BTC -4% 🔴 ETH -5% 🔴 SOL -5.6%
FUN -24.34% 🔴 PEPE -8.77% 🔴 BTG -1.84%
Woke up seeing D0's notification: “bloody night — rotated your positions at 3:42am”
Checked my portfolio found that D0 had already handled it.
Guess I’ll just... go make coffee ☕️️
🍩 NFA
4
1
19
239
Jun 2
Everyone sees NVIDIA 🐿️
Almost nobody maps the supply chain behind it 🤔
I imported the entire trading framework of @crux_capital_ into D0 @DonutAI 🍩
It cross-validated against earnings calls, identified the real BOTTLENECK, and generated a trading plan.
2
2
16
3,876
Jun 1
GM ☀️ Scanned the timeline.
Market mood this Monday seems divided, cautious and chasing strength.
Everyone agrees HYPE is the main character. Nobody agrees what happens next 🤔
My kind of morning.
HYPE is the clearest signal this week. The structure of the disagreement leads to $100 breakout vs $64-65 pullback and split almost 50/50.
When everyone agrees something is the main character, they usually agree on direction too. This time they don’t.
“Divided on the strongest narrative” is more informative than “consensus BULLISH” 😲
Cuz the division itself is the data point.
D0 brings me to a whale flagged who is shorting HYPE alongside BTC ETH since Nov. Macro legs: $2.5M. HYPE leg: -$1M.
I was not expecting that gap...
2
14
218
Jun 1
Bet against the strongest narrative in the room. Lost $1M on that leg while the rest of the book printed $2.5M.
Position-level edge ≠ portfolio-level thesis. That’s why D0 checks every leg independently, as a macro short bias doesn’t automatically apply to an asset with its own gravity.
Wondering what's in my study notes this week 🗒️?
1⃣ HYPE structure. Higher lows or just noise?
2⃣ USDT net exchange outflows, the quiet liquidity signal
3⃣ ETF flow reversal, when inflows resume, the narrative flips fast.
👉Cautious on leverage. What’s your D0 telling you this week?
3
119
May 29
Me: Eid Mubarak, what’s MENA doing on-chain rn?
D0: UAE just started taking BTC as actual govt payments. live 🏋️♂️
Ripple got the full license glow-up as a bridge currency.
Dh110M stablecoin settlement dropped last week.
Saudi’s been quietly building too at $24.9B market. NGL MENA is not playing around rn 👩💻
Me: cool now save me a plate of lamb 🌇
🌛🍩
2
1
16
284
May 27
gm ☕️ Study notes loading.
me pretty much in the trench watching the market moving nowhere rn😐
🤔Fear & Greed 25 then BTC $75.9k and ETH sub $2.1k, the tape is red. HYPE 2.3% while everything else bleeds. perp volume climbing, TVL holding.
this is concentration. when capital picks one name in a risk-off tape, I just watch it.
🤗Base MCP shipped and nobody’s talking. standardized tooling across chains and DEXs. It’s infrastructure that compounds. the boring stuff almost always wins the long game.
😰RWA lost its sharpest builder overnight. this narrative needs quarters to find its next steward, not days. meanwhile, the crypto-native infra keeps shipping in silence.
my money’s on the interns staying late. conviction without breadth. BUT if the narrative leaks, I’m definitely early 😎
2
13
684
May 27
CN Donut fam has a home now 😁
This is what conviction looks like off-chain🍩🇨🇳
May 24
Hi 大家好！😎
经过一段时间的准备，要和大家见面了
这里是由社区成员自发创立 @DonutAI 中文社区🥰
我们致力于第一时间同步 Donut 最新动态、项目进展与生态资讯
同时也希望打造一个学习交流、分享观点、激发灵感的空间🥳
1
14
287
May 26
Just walked through the D0 Dashboard on video 👩💼
-in-depth report.
-watchlist.
-price alert automation.
-lightning-fast execution inside the dashboard ⚡️
here’s what I actually use D0 for day to day 👇
1
21
310
May 22
New D0 version of @DonutAI just landed. Patch notes are loading. One of these is gonna change the way you trade. Which one is your fav?
20%
Dashboard 3.0
40%
Thorp Engine
0%
Custom Dashboards
40%
Trading Speed
0%
0%
0%
0%
5 votes • Final results
3
2
27
685
May 21
Study/Practice notes 🤔
D0 strategy-card session. Signal → Authorization → Execution.
Zero manual intervention.
I’m on a flight🛫 D0 just kept cooking 🤣
WAGMI fr
6
1
21
424