# Surveillor - Trading Small Markets, Zero Leverage, and Calling the Altcoin Bottoms

Thread Guy · 2026-10-25 · 36 min · https://www.youtube.com/watch?v=W8emBqu0gGI

## Transcript

Thread Guy
What’s up?

Surveillor
What’s up, dude?

Thread Guy
Not much. Just chilling.

Surveillor
How are you, man? It’s been a while.

Thread Guy
Yeah, yeah. It has.

Surveillor
It has. Dude, I’m not gonna lie, you’re on a run right now. Where does this rank among your runs? I feel like you’re on a legitimate, God-handed, universe-gifted sun run.

Thread Guy
Definitely up there. It’s maybe—yeah, definitely one of my top 2 weeks, I would say.

Surveillor
Of your life?

Thread Guy
Yeah, for sure. In terms of trading P&L over a few days, for sure.

Surveillor
What was it? Pump, Lighter, CARTS?

Thread Guy
Yeah. I also hedged a decent amount at the top, but it was other coins I shorted—not enough, though. That was still kind of a local top.

Surveillor
Are you solo? Do you trade your own book by yourself?

Thread Guy
Yeah. I was at—

Surveillor
No analysts work for you?

Thread Guy
A few funds.

Surveillor
You’re just a solo guy?

Thread Guy
Yeah. I was interning at a few funds right after I dropped out of college. This was last year and this year, and then I just quit. Now I’m by myself.

Surveillor
Damn. It’s impressive. Okay, my first question for you, Mr. Surveillor: to my knowledge, you only really trade crypto, and you trade it well. Is that true?

Thread Guy
Yeah, mostly.

Surveillor
You mostly only trade crypto. You trade it in size, you trade it well, and you catch these rotations pretty—

Thread Guy
I can explain why I only trade crypto, because I think this is a pretty important point.

Surveillor
Okay.

Thread Guy
My general view on markets is that you should typically stick to the lowest-liquidity market that can accommodate your size, because that’s where the median participant is least skilled. This is pretty obvious. If you look at meme coins, I started with meme coins, and I’d recommend them to anyone who wants to get into trading with smaller amounts of capital. They’re the easiest.

Then you move to altcoins and whatever. When you think about markets, obviously all the big sharks are in the bigger markets. That’s why I personally avoid majors in most cases and focus on altcoins until I get to a size where I’m forced to trade majors a lot. That’s my general view.

Surveillor
By majors, do you mean Bitcoin, Ethereum, Solana, or stocks?

Thread Guy
Bitcoin mostly.

Surveillor
Got it. So you think you graduate from meme coins, maybe some bigger on-chain stuff, and then altcoins—that’s what you mostly trade right now.

Thread Guy
Right.

Surveillor
And then you’d graduate to Bitcoin before stocks?

Thread Guy
Well, it’s just because I don’t think crypto trading converts completely to stocks.

Surveillor
Why not?

Thread Guy
I don’t know. I just feel like there are more sharks in stocks. It’s a bigger game.

Surveillor
Do you worry that— I guess the only way this thesis would work—by the way, that was a sick take. I like that: the smallest market that can accommodate your size. I thought that was a sick take. Do you worry, though, that in order to take that view, you have to have this fundamental belief that crypto is going to continue to get bigger and grow, and not have smaller cycles? I guess you could believe it has smaller cycles, but then you’re sort of picking at scraps, relatively. Are you fundamentally bullish on crypto, and do you think these alts are going to get substantially bigger from here? Or do you realize you’re playing a game that’s maybe dying?

Thread Guy
Yeah, for sure. There are 2 things that make me really bullish on certain alts. One is obviously the regulatory progress, which will continue at least until the end of the Trump term. Then we’ll see what happens after that.

The other thing is the misallocation of capital in crypto and all these flows out of the majors. It’s pretty obvious where the Zcash flows, and to some extent the Hyperliquid flows, are coming from: Bitcoin, Ethereum, and Solana. I think things are fundamentally bullish with perps, buyback tokens, tokenization, and stuff like that. Then you have an intra-crypto rotation.

That’s why I’m focusing on these alts. I’m really focusing on the good alts right now because I think they can still be priced at 5x or whatever from here.

Surveillor
Before I ask you about a couple of individual coins, when these headlines come out saying AI has cracked the internet, broken PHP, and every website is at risk, and that there’s going to be hacking stuff forever, do you get worked up and panic about this stuff?

Thread Guy
Not really.

Surveillor
No?

Thread Guy
I just don’t really care.

Surveillor
Do you just assume it’s not that big of a deal every time?

Thread Guy
Yeah.

Surveillor
What about Justin Drake cracking Bitcoin encryption? Does that worry you? What do you think when you hear that?

Thread Guy
No. When I hear that, I just want to buy the dip when it dips.

Surveillor
Do you spend any time trying to figure out whether maybe it’s real this time, or do you just completely ignore it?

Thread Guy
I just completely ignore it.

Surveillor
Wow. Should I start doing this more?

Thread Guy
I mean, no. I feel like it’s good content for your stream, but buying the FUD has always worked.

Surveillor
It does work. I’ll tell you this: we can start here. I sold CARTS because Justin Drake wrote an article about AI Claude cracking Satoshi’s coins. I sold CARTS at the bottom. I didn’t lose any money, but I fucking sold it. How convicted are you in that trade right now, and what do you think about it? On-chain’s a disaster. I feel like that’s the only coin that’s in a good spot.

Thread Guy
Yeah, for sure. That’s probably my highest-conviction trade. It’s not my biggest allocation because there isn’t enough liquidity for me to add more.

Surveillor
What percentage of your portfolio?

Thread Guy
It’s probably, I think—let me check—but I think it’s 20% to 25%.

Surveillor
That’s pretty fucking significant. Jesus.

Thread Guy
Right.

Surveillor
Jesus.

Thread Guy
Yeah.

Surveillor
That’s not a small number at all.

Thread Guy
I would put a lot more in, but right now I have a huge amount of the liquidity pool, so I don’t think it’s wise. When I was heavy in Lighter and Pump at their respective bottoms, I sized those at 50% to 70% of my portfolio.

Surveillor
Whoa. How much of it do you still— I was getting voice notes from you at the Pump bottom, and I didn’t really get it, I’m not gonna lie. I’d been a huge Pump bull previously. You were sending me voice notes saying, “Buy Pump, buy Pump, buy Pump.” I didn’t really get it a couple of weeks ago.

Thread Guy
Right. Yeah, I tend to sell these things slightly early, so I mostly exited those. Well, better.

Surveillor
Do you buy it on leverage?

Thread Guy
No, I never use leverage.

Surveillor
How come?

Thread Guy
I just don’t feel like you need leverage with altcoins. They can easily move 10% or more in a day, right?

Surveillor
Yeah, fair.

Thread Guy
And I have a strict max drawdown to prevent any crazy drawdown.

Surveillor
What is it?

Thread Guy
It’s 20% to 25%.

Surveillor
Full book?

Thread Guy
Yeah. If I draw down that much, I don’t remember the last time I hit that, but probably sometime last year, I’d zero everything in my portfolio.

Surveillor
And what are you supposed to do after you hit the max drawdown, like the breaker? Do you just log off for a little bit? What do you do?

Thread Guy
Yeah, I’d probably just log off for a month and work on trading tooling.

Surveillor
Trading tooling. What do you use for trading tooling?

Thread Guy
A lot. There’s a lot you can do with these agentic things. They’re really useful. I have monitors on everything. I have my custom HyperDash.

Surveillor
You use HyperDash?

Thread Guy
No, I have my own HyperDash with some more data. I call it Surveillor Dash.

Surveillor
Do you sell that?

Thread Guy
What did you say?

Surveillor
Do you sell it?

Thread Guy
I’ll give you a private trial. I also have my own catalyst dashboard and portfolio tracking system. Then I have a lot of on-chain and perps monitors for major news about my coins, as well as some trackers for on-chain activity.

Thread Guy
Most of your trading is in crypto alts, so there’s data for sure, but how much of your entry and exit is just feel? I feel like you flip fast, and you’re DMing me, like, “Yo, I’m in Lighter now,” and I’m like, “Fuck, what just happened?” How much of it is just tingle versus having some catalyst for entering these positions?

Surveillor
It’s 50% tingle, and the rest is technicals. Technicals help a lot with precise entries and exits.

Surveillor
And then typically, the best things happen when news and sentiment align with technicals. Lighter was a good example of that. When Lighter dumped to—I think it dumped to $2.80—that was caused by, basically, when Lighter announced perps and—no, no, when Robinhood announced perps—

Thread Guy
Robinhood—

Surveillor
—and they had their own—

Thread Guy
That was crazy. Were you holding it during that?

Surveillor
No, I wasn't. I bought the bottom. I started buying at around $3.10, but I scaled in super heavily between $2.80 and $2.90. Around $2.90, the Robinhood Crypto head had an interview and said, “Yeah, we're actually still planning to offer Lighter to our U.S. customers.”

I thought, “This is pretty obvious. The public isn't really aware of this.” Robinhood was still going to integrate them into its U.S. app. That was the fundamental misunderstanding that made me long the bottom, but it was also just technicals.

Thread Guy
Do you think there's a lot of informational arbitrage on altcoins in a trade like that? I feel like information comes out and stuff just doesn't move very fast.

Surveillor
Yeah.

Thread Guy
I almost think I'm wrong a lot of the time. I'm like, “Fuck, why is this not moving?” Then it moves 20% in either direction the next day. Do you think this is the type of trade that makes you a lot of money, where the news is out, it's obvious, but no one is really aware it's happening?

Surveillor
Yeah, for sure. Things take quite a long time to—

Thread Guy
Why do you think that is?

Surveillor
I have no idea.

Thread Guy
There's not that many people trading it?

Surveillor
I have no—yeah, I think that's definitely part of it, which is why I think this is why I mostly focus on crypto, because I'm pretty sure I'm right. If you were trading the oil market or whatever, you're literally trading against the biggest sharks in the world, with the most advanced systems, right?

Thread Guy
Is that your goal? Do you want to run a fund at some point?

Surveillor
No, I don't think so. I probably want to start a company.

Thread Guy
Oh, not trading?

Surveillor
No.

Thread Guy
So this is a means to an end. You want to be done with this?

Surveillor
No, it's really fun for me, and I think I'll do it forever, but on the side, on higher and higher timeframes.

Thread Guy
Why do you think you're good?

Surveillor
I'm not sure. I've always been pretty objective and cold about things, so it's not hard for me to cut something off. I think being contrarian is most of the time pretty stupid, because your trading style is really early consensus, and that objectively catches the meat of the move. Most of the time, being contrarian is pretty stupid. I'm just not affected by the emotions that a lot of other market participants are going through.

Thread Guy
By the way, I agree with your contrarian take. I hate it. They're also the most insufferable. I get that it's probably the highest high to be contrarian and right, but—

Surveillor
It's very dangerous to try to be a contrarian because it's mostly an ego thing, like calling the bottom or calling the top.

Thread Guy
Because the field is right most of the time.

Surveillor
For sure.

Thread Guy
Your odds are not in your favor to be contrarian ever.

Surveillor
Right.

Thread Guy
But you do get paid more if you're right. You definitely fucking get paid more if you're right. What do you like right now? What do you hold right now, other than CARDS? You hit PUMP really hard. Are you still in it?

Surveillor
Yeah, definitely. I'm still in all my positions at full size, but I did have to add some hedges because the market was a bit suspect.

Thread Guy
When you're adding a hedge, what does that look like? What percentage size, how do you size it, and what are you buying?

Surveillor
For altcoin shorts, it's typically whenever a narrative runs out of steam. The biggest outperformers tend to be the biggest losers after the narrative or fundamentals can't keep gaining traction. Those are the coins I look for when hedging.

Fundamentally, I like CARDS. I've been talking about this coin since the bottom. I first bought it at $0.035, so exactly 10 times lower than here.

Thread Guy
Jesus.

Surveillor
I've been sitting in this coin for, I think, about 6 months or something.

Thread Guy
Six months?

Surveillor
Yeah, yeah, yeah. Obviously—

Thread Guy
Have you been struggling while you're in this? I've been clowning this coin for months, dude.

Surveillor
Yeah, for sure. Of course. It trades like complete dog shit, but I feel like that's pretty typical for these low-liquidity on-chain coins. They all have really fucked-up price action.

I also just don't think CARDS has entered its true impulsive trend yet. That makes a lot of sense because all of the whales and funds I've talked to can't actually allocate size to it yet. There's no spot market on CEXs, there isn't a perp on a big exchange, and liquidity is just too low, right?

Thread Guy
It could happen any second.

Surveillor
Yeah. But this will be fixed when it's higher, so I'm going to enjoy selling my CARDS to those people at $2—

Thread Guy
Okay, you're sitting in CARDS for 6 months. It's doing nothing. You have a lot of size in it relative to your position, and it's just getting clowned. It's not getting adopted. There's no one who gives a fuck about CARDS. Are you emotional? Are you volatile? Are you flipping conviction? How are you not tweaking about it? They're saying dumbass shit about the token. The founder doesn't care about the coin. They're laughing at it. A lot had to go right from 6 months ago to get to where we are now. Are you not tweaking about that? I would be tweaking, Jack.

Surveillor
No, I have been tweaking about it—

Thread Guy
Okay, okay, okay.

Surveillor
—on a daily basis. Like, why is this not—

Thread Guy
Dude, you sent me some fucking borderline schizophrenic bull posts about CARDS. I'm like, “Holy fuck.”

Surveillor
Of course. It goes up 30% in a day—

Thread Guy
Borderline schizophrenic.

Surveillor
—30% in a day on some news, then dumps 25% the next day for no reason. Of course that's a bit frustrating, but no, it's fine. I didn't just hold from the bottom. I traded in and out for a long time, and only in the past couple of months, since the last retest of, I think, $0.10 or $0.12, did I buy most of my current tokens.

I sent all the tokens to a Ledger. I'm not going to sell; those are going to be held for a long time. I think either until next year or until it hits at least $1.50. That's roughly where I'm looking to de-risk a bit. I'm so bullish because, first of all, I talked about it not having the liquidity for whales and fund allocators. That will change as it goes higher. And for systematic buybacks, the SEC said tokens can buy back. I know the team is working through it, and I trust them to deliver because they're fully incentivized to make it happen.

Thread Guy
For sure.

Surveillor
Their tokens are unlocking, right? From a game theory perspective, some people might say, “Yeah, what if they want to prioritize the equity side?” Publicly, they've stated many times that the Collector Crypt employees' equity grant is entirely in tokens. There is no equity part, just some Delaware thing to pay the company's maintenance expenses.

But even if they want to, they can do a 1-year buyback commitment. That's what Pump.fun did, and you don't even have to commit to a forever buyback. So I think—

Thread Guy
Forever is stupid, by the way.

Surveillor
Right, yeah, I agree. Buybacks—especially for a company like Collector Crypt—the reason crypto protocols can buy back 100% is basically that once you've pushed out the first product, that's pretty much 90% of the work, I feel like, and the rest is just maintenance and updates. Smaller updates. But when you're running a real-world business, there are a lot of actual expenses and investments you should continue to make from the cash you generate.

Thread Guy
Yeah.

Surveillor
So—

Thread Guy
100% is stupid.

Surveillor
Yeah.

Thread Guy
But in crypto, unlike stocks, I understand buybacks as a feel—a show of token alignment.

Surveillor
For sure.

Thread Guy
Some percentage of it, I agree with. 50% is maybe a little aggressive, but better than 100%.

Surveillor
Right.

Thread Guy
Maybe somewhere in the 25% to 50% range, I think, is pretty good.

Thread Guy

It’s just what you have to sacrifice for having a crypto protocol.

Surveillor

Yeah, for sure. I’m looking for that to happen. And then Pump.fun and Coinbase—that’s really big, because when you think about their backend providers, the only other ones with this kind of mindshare and relevance are basically Hyperliquid, Kraken, and all these other centralized exchanges using Hyperliquid. So CARDS is literally 100x—

Thread Guy

Dude, their fee chart looks disgusting.

Surveillor

Yeah, it is, for sure.

Thread Guy

Can you tell me about this? I’m into your whole “I only trade spot” thing. Do you think I should start doing this? Should I get off leverage? I don’t even have a leveraged strategy, bro. I just slide that thing and play.

Surveillor

I trade a lot of coins. Most of my PUMP and Lighter position right now is in my perp account. On PUMP’s unlock day, I had spot bids on the swap market at 0.0014, and they didn’t get fully filled. The price never revisited that level because spot has lower liquidity than perps. I never run net leverage, but I still use perps because that’s how I get filled and how I can exit normally.

Thread Guy

How much cash do you have on hand at all times? You’re really convicted in CARDS, PUMP, and Lighter. How much cash do you keep, or do you go full port?

Surveillor

Yeah, full-port, 1x long, but I do have hedges.

Thread Guy

I like the style, bro. I’m into it. Do you hold ZEC or Monero, or any of the private-money stuff?

Surveillor

No. I think the monetary argument for a lot of coins is interesting. I shorted some Pearl recently. We’ll see about that; it’s a low-conviction short. I just don’t think it’s easy to become money, and I don’t have too many thoughts about those coins. Zcash has a good case, and Monero does too, because they’ve been around so long and their supply is really distributed. But you can’t just make a coin and call it AI money, you know? That’s not how it works.

Thread Guy

Valid. Chat wants to know your daily routine.

Surveillor

Daily routine. It’s interesting, because most of my trades play out over a couple of weeks, typically. I don’t need to be super active every day unless things are very volatile. Then I have to look for hedges, entries, or exits. There’s not much that goes on; it’s pretty simple. I have my monitors and my Grok bot.

Thread Guy

You use a Grok bot?

Surveillor

My Surveillor dashboard, yeah.

Thread Guy

Surveillor dashboard. Give me a key.

Surveillor

Grok bot—I will. It’s very helpful. It pings me whenever there’s relevant news about any of my coins. That’s pretty much it.

Thread Guy

Do you have a final shill for us? You like Lighter and PUMP, and you’re obsessed with CARDS. Is there a fourth one you’re working on?



Surveillor

I’ll explain why I’m bullish on PUMP and Lighter right now.

Thread Guy

Okay, give us that.

Surveillor

For Pump.fun, first of all, their Pump app has really picked up. It’s nearing $300K a day in fees.

Thread Guy

It has.

Surveillor

Which is basically on par with FOMO App. That’s really bullish, because I think this revenue is worth a lot more than their launchpad revenue. Different revenue streams aren’t worth the same amount. The on-chain social trading platform narrative is one of the best novel narratives of the cycle. I like how they’ve started integrating with partners—

Thread Guy

I agree.

Surveillor

—like Hyperliquid for perps and Collector Crypt for the sports card stuff. I think this is a change in their approach. Instead of trying to do a lot of random stuff, like creator content coins, they’ve started becoming pretty practical, which I like a lot. You can also tell they’re investing more in their engineering team, because the website and app have improved substantially. They’ve added their own native bridge, shipped limit orders, and done a lot of things before FOMO. They’ve also started investing in marketing by signing traders like Kimchi. I think this is all really bullish.

When you think about it from a game theory perspective, the founders already have $1.5 billion or whatever in cash. They’re not exactly desperate for liquidity from their team token unlocks. If I were them—and I’m sure this is what they’re doing—I’d invest some money, let’s say a low nine figures, into the app and partnerships, and really pump this thing to unimaginable heights before taking anything off the table. This is pretty obvious. It’s a pretty unique situation, because the founders have already made so much. They’re definitely going for the big swing now. That’s my perspective on Pump. I also like Pump because there’s no ceiling.

Thread Guy

I agree with this. There’s no ceiling.

Surveillor

It’s an interesting place, because there will always be a justification for whatever valuation it reaches, since it already has insane revenue. So that’s good. And then for Lighter—

Thread Guy

That was a good Pump thesis, by the way.

Surveillor

Yeah, it’s definitely mostly about incentives and reflexivity toward pricing up.

Thread Guy

Every price makes sense.

Surveillor

And then for Lighter, my bull case is that it’s going to get into Robinhood in the US. That’s pretty much it. Hyperliquid is going through all these other integration partners, like Kraken, that have the legal stack to serve perps. I think once Lighter has its legal stack in place—I think they’re applying for a DCM and DCO, and maybe some separate US perps licenses, maybe equity perps—that’s a really good narrative. They could be the first perp DEX to get fully regulated in the US. I’m looking for that to happen. Those are my theses.

Thread Guy

How much lower is your entry on Lighter and Pump than where we are right now?

Surveillor

You know my Pump entry. It was literally the bottom tick. It was funny enough: I think I longed a bit because I saw the TJR liquidation on FOMO. I think he got liquidated at the same price it got filled at. It was 0.0039. A lot of the time, technicals help with my entries and exits.

Thread Guy

Why don’t you trade it in a doxxed wallet?

Surveillor

I’m already annoyed enough by my IRL friends asking me about my positions every day. It’s hard enough already. For example, since I sent you a P&L screenshot, that’s gone down, I don’t know, like $600K or something.

Thread Guy

Has it?

Surveillor

Yeah, yeah.

Thread Guy

Oh, that was realized.

Surveillor

No, no, no. It’s the—

Thread Guy

Wait, what’s it down on?

Surveillor

Pump’s down a little bit, and Lighter’s down a little bit, and it’s mostly—

Thread Guy

Oh, you have a lot of size, then, if it’s a 1x full-port long.

Surveillor

Yeah.

Thread Guy

Jesus.

Surveillor

It’s gone down a little bit. If I have a doxxed wallet and people on Twitter are tagging me, it’s going to be even harder to regulate my emotions, which is the most important thing for my trading.

Thread Guy

Fair. Do you meditate?

Surveillor

No.

Thread Guy

You sound like you might.

Surveillor

Definitely not. Definitely not.

Thread Guy

You sound like a calm presence.

Surveillor

Yeah.

Thread Guy

How much have you spent on gacha?

Surveillor

Like $0.



Thread Guy

Dude, seriously? You’ve never pulled a gacha pack?

Surveillor

No, I have.

Thread Guy

Dude, you’re a brat. You just gave me a 30-minute dissertation about cards, and you’ve never even pulled a pack?

Surveillor

I’ve opened about 5 of these packs in my lifetime. But, you know—

Thread Guy

In your lifetime? What?

Surveillor

You know, I showed you my Pikachu that I pulled. This is a crazy story. I pulled this Pikachu—

Thread Guy

This is such a bullshit story, by the way. I fucking hate this story.

Surveillor

—on either Collector Crypt or Courtyard. I don’t remember. This was last summer, in 2025. It was from a $500 pack or a $250 pack, I’m pretty sure. It’s the 1996 PM Japanese Bandai Pikachu PSA 10. At the time, when I saw “1996,” I had to get it shipped because I don’t even like these cards. I thought that was before any of the other Pokémon, so I searched it, and I was right.

Its buyback value was around $2.5K at the time, which was the fair market price. The reason it was priced so low is that it’s not an official Pokémon trading card. It’s a collaboration with a company called either Banzai or Cardass that basically licensed Pokémon IP.

Back then, people weren’t really into this. I guess Logan Paul had pumped some random cards that people didn’t like either before. Appreciation grew for this set, and that $3,000 card is now worth like $150 or something. That’s pretty crazy. Gosh is pretty—yeah, that’s why it’s pretty interesting. Gosh is negative EV because of the buyback rate, right? But it’s also a pretty decent way to acquire some cards if you want to.

Thread Guy

Oh, yeah. A guy who’s up $150K on Gosh thinks it’s good for the world, huh?

Surveillor

Yeah.

Thread Guy

Do you still have it? Are you selling it?

Surveillor

Yeah, never selling it.

Thread Guy

Oof. I said that about my Mutant Ape, and that thing was worth 150 bands, I’ll tell you that.

Surveillor

Yeah.

Thread Guy

You sold Ansem. Someone said, “Ask him why he sold Ansem.”

Surveillor

I just don’t like holding coins that go down too much. It’s annoying, you know? It’s a mental drain, especially when that position was pretty insignificant. I just wanted to cut it because it’s very annoying waking up every day, checking coins, and seeing this thing down another 10%. It’s like, yeah—

Thread Guy

Was that a big loss for you?

Surveillor

No, it was really small. It was fine.

Thread Guy

Same with AI?

Surveillor

Yeah. I’m just going to quit on-chain, I think. It’s not worth it at this point.

Thread Guy

Did you trade Kimchi Coin?

Surveillor

Yeah. I was actually a top holder of that. I didn’t realize the liquidity was like $350K or $400K, so I think I bought like $200K of it randomly. No thesis, but I sold most of it already, near the top.

Thread Guy

Did you buy it on FOMO, or what did you buy it on?

Surveillor

Pump and FOMO.

Thread Guy

On a public wallet?

Surveillor

Two, yeah. Surveillor FOMO’d into that a little bit, and then I have another Surveillor account on the Pump app, and a third undoxed wallet. On the Pump app, that wallet was the number-one holder, which I thought was pretty crazy. It was just—

Thread Guy

Jesus, you have a lot of money on this. Oh, a lot of it’s in cards.

Surveillor

Yeah, that’s probably less than 10% of my cards. It has to be. Way less.

Thread Guy

Jesus, dude.

Surveillor

Cards is gonna cook.

Thread Guy

All right. Bet. GG. There’s something else I wanted to ask you before I kicked you off. You’re pretty active talking to other traders, yeah? I’m not—

Surveillor

Yeah.

Thread Guy

—but you’re one of the only people I actually talk to. I don’t even talk to you that much. What are your thoughts on that? Do you think you’re better because you talk to people, or do you just do it because you’re bored, or what?

Surveillor

No, I don’t think so. I’m very much a solo trader. I don’t remember the last trade I took because of someone else. I need to build heavy conviction in my trades, and typically other people are doing much shorter-term stuff than the things I look at. But I do like talking to people mostly to get a gauge of positioning, and also posting on Twitter. I prefer talking to other traders in group chats.

Thread Guy

Damn. Impressive. What’s the PFP?

Surveillor

Oh, so this is like—

Thread Guy

Why’d you get it?

Surveillor

Yeah, it’s pretty random.

Thread Guy

To match all that.

Surveillor

I think this was a coin on BSC back in the day called Tabibi. It’s super random. It was like a 2-million topper.

Thread Guy

Are you still rocking it?

Surveillor

Yeah.

Thread Guy

Dude, that’s fucking dark, man.

Surveillor

It’s pretty funny.

Thread Guy

That’s dark, bro. Surveillor, you’re the GOAT. You got a final show for us? You did a pretty good job—

Surveillor

Nah, that’s about it.

Thread Guy

—shilling. That’s about it?

Surveillor

Yeah. Cards, Publit, it’s gonna go up a lot.

Thread Guy

Bro, you’re the GOAT. I gotta link you soon. You’re the GOAT, man. Thanks for coming on.

Surveillor

All right. Peace.

Thread Guy

All right, homie. Have a good one. Peace.
