smartestmoney
Topped Binance's Coin-M leaderboard in 2023, then put the whole book into HYPE at genesis.
- Est. PnL
- $150M–$500M
- Location
- SingaporeX signup
Story
- Anonymous, self-taught discretionary futures trader: poker, then US equities, then crypto from 2017
- Went public in January 2023 and finished the year #1 all-time Coin-M PnL on Binance
- Full-port HYPE and PURR from Hyperliquid's TGE in December 2024
- Book now clusters around Hyperliquid: spot, staked, HyperEVM collateral and a nine-figure perp long
Notable trades
ETH
2023
8 figures
About 2,339 ETH profit on ETH-only Coin-M over six months to November 2023; full-year Coin-M profit posted as past eight figures, combined perps since April 2023 also eight figures. The internal All Weather Fund book finished +110% against ETH +57% and BTC +77%.
ETH
Aug 2024
~$2.4M est.
Closed 2,000 ETH of Coin-M bought into a dip near $2,200, after exiting around $3,400. The PnL figure is the round trip implied by those two prices, not a posted number.
HYPE
Dec 2024
$42M realized
Full-port HYPE and PURR from genesis. 2025 snapshots showed 8.06M HYPE, then 6.01M remaining after 1.95M was sold for $42.12M at a $22.05 average, with 2.45M of the remainder deployed across HyperEVM lending. The 6.01M still held marks near $480M at HYPE around $80.
HYPE
Oct 2025 – Aug 2026
Trading style
High timeframe, low trade count, concentrated size, which he calls PvE. In 2023 and 2024 that meant ETH Coin-M and a short alt list; since late 2024 it has meant HYPE and the Hyperliquid ecosystem. He borrows against HYPE on HyperEVM rather than selling it, and adds on dips with TWAPs.
The books he cites in public are Reminiscences of a Stock Operator, which he calls a favourite, and James Dalton on price, time and volume. He quotes Livermore on sitting tight and Dalton on price as an advertising mechanism for opportunity.
Quotes
“Price leads Narratives.”
“Biggest mistake traders make is to attempt to ascribe arbitrary numbers to fair value instead of accepting what the market is telling you about value via time, volume and price.”
Contributors
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