Trading Pub – 18 September 25
00:04: Meeting involves discussing visit to Macrocosmos offices with CEO Pete
00:42: Hosting subnet owners’ dinner for Pete with seven subnets attending
02:12: Federal Reserve implements 0.25% rate cut, impacting dollar support level
04:01: Ethereum needs to clear $4,800 price level to trigger alt season
14:15: Masa has abandoned subnet 42, with founder pivoting to create Gopher AI
17:47: Seeking community advice on responsibly sharing personal wallet performance without causing pump and dump
20:25: Simon considering monitoring trading moves for first 30 minutes after executing
25:42: Group discusses potential solution of delaying announcement of trades to prevent emotional trading
26:20: Proposed standardized update time of six o’clock for wallet updates
27:13: Goal is to teach trading strategies rather than simply providing trade signals
28:01: Trading strategy focuses on subnets bottoming out around 0.005 tau with flat or increasing emissions
33:22: Group recognizes liquidity pools are significantly impacted by individual and collective market movements
36:36: DSV investment vehicle available with $50,000 minimum entry
39:30: Plan to take profits when Synth reaches around 0.025 tau price point
40:08: Group emphasizes individual ownership and decision-making in trading activities
41:19: Speaker wants BitTenters to succeed
41:42: Speaker is a paid advisor to Oblong with stock warrants
42:45: Digital asset treasury trend appears to be a potential bubble
43:43: Oblong explores integration with BitTensor, considering Macrocosmos subnet acquisition
45:04: Goal to invest 2-3 million dollars from Oblong into subnets
55:01: Subnet proposal initially discussed with Mog and requires further refinement
56:47: Proposed performance fee sharing model for potential new subnet
57:27: Plan to conduct buyback and burns after subnet cap is lifted
58:07: Trading pub scheduled for Thursday, presentation videos forthcoming
01:00:19: DSV proposes allowing non-investors to gain upside by becoming fifth partner
01:01:42: Plan includes minor emissions burn and zero infrastructural costs
01:02:34: Subnet aims to be mid-pack with potential profitability at 3-5K value
01:03:33: Mog Machine criticized proposed plan as potential grift
01:04:34: Team plans subnet strategy refinement through PDF documentation and OTC deal exploration
01:19:19: DSV fund terms include $50,000 minimum buy-in with two-year lockup
01:20:06: Exploring potential collaboration between Macro and Oblong
01:21:21: Speculation that Namoray might have quit Rayon
01:22:58: Macrocosmos and Mog identified as potential key players in subnet ownership strategy
01:24:23: OTC deal with Hippias executed, but experiencing ongoing sell pressure
01:25:02: Upcoming revenue search next week with potential tokenomic changes announced
01:26:32: Gradients implementing alpha lockups to reduce sell-side pressure
01:30:09: Subnet expansion continues with 128-subnet cap and new Subnet 129 launching via Dutch auction