---
name: crypto-trading
description: Ben's crypto trading approach — chains and sectors he's hunting, position sizing, and the sourcing process he's building. Read before screening any token or discussing entries.
sources: [cowork]
---

# Crypto trading

## Sizing and horizon
[stated] Typical speculative position size is $5k–15k, held weeks to months — not the $100–500 lottery ticket his `lowcap-screen` skill assumes. Exit depth and LP-lock status are live constraints at this size; the skill's sizing section is stale.

## Robinhood Chain
[stated] Actively hunting Robinhood Chain (chain id 4663) infrastructure tokens — considers NET, PONS, CASHCAT, STONKBROKER and DELTA the early winners of that chain and wants to catch the next wave earlier.
[stated] Wants a repeatable process — accounts to follow plus a scoring system — to find and rank early Robinhood Chain projects, rather than one-off token screens.
[stated] Aug 2026: screened PRINTER / RH Machines (0x85a574f2fF0795685F58d1D7B0D4b51F148Ac489) as a candidate; asked whether it could be a $50M run.

## HIS STATED EDGE, 12 Sep 2026. This is the filter to screen FOR.
[stated] "One of my strengths is to be able to see the facts for what they are, while a lot of people get shaken out in the early stages of a project. I can see that the team was working, they're fixing things, the product is there, and people just call them scams and then they dump. Then I'm able to buy low while there's still some insecurities by other people."
[stated] He holds through the early FUD window on purpose: other holders lack his tools and experience, get shaken out, and the thing then runs.
[stated] "These early tokens that have a product are easier for me to hold, much easier than a meme, because with a meme you never know, there's nothing tangible there. But with products, they have something."
[stated] So the job he wants from any scanner: "giving me a solid tech very early, and then I will check the rest." Surface working products early; he does the judgement.
[stated] 12 Sep 2026: made good money on PAIREX off a LINKSCAN alert and called it a great entry. That trade is the template.

## Tooling built for this
[stated] Has a droplet running a Telegram alert-bot fleet; agreed it is the natural home for a persistent Robinhood Chain scanner (see [[alert-bots]] if that file exists).

## Sources he rates
[stated] Rates Ansem (@blknoiz06) highly as a crypto analyst and credits him with calling the 2026 bottom accurately; wanted his mental models and viewpoints ingested from the Market Bubble podcast into a reusable skill (see [[ansem-worldview]]). Considers co-host FaZe Banks a non-expert whose input should be ignored.

## Current book, 4 Sep 2026
[stated] Two biggest positions are MARSCOIN and BASECAT. Also holds DELTA, OPTIMUS (Robinhood Chain, ~$18M mc at the time), MOO, and CHIPS.
[stated] His CHIPS is "Chips Party Pack" 0xbcd09284dFfe06f868a4650546233e3E9AbE4d97 on Robinhood Chain, a pair.fund launch bundled against semiconductor stock tokens (MU, NVDA, INTC, AMD). NOT the other Robinhood CHIPS at 0x68281919E022B0feF78E4A6181a9050fD6131e18.
[stated] Up about 2x on OPTIMUS and about 150% on CHIPS as of 4 Sep 2026.
[stated] He held CHIPS on the thesis that it is in a tight range and very liquid, so it pops hard on a breakout.
[stated] 4 Sep 2026 allocation decision: sell MOO, add the proceeds to DELTA, leaving three main holdings (BASECAT, MARSCOIN, DELTA) plus CHIPS as a small gamble.
[stated] His theses, in his own words: MARSCOIN is a Binance / Elon Mars narrative play with CZ engagement potential, backed by big traders including unipcs. BASECAT is the main Base play and is already listed on Coinbase. DELTA is key Robinhood Chain infrastructure that makes money, with a possible fee-switch narrative that could give it a PONS-like run.
[stated] He treats CHIPS as a leveraged bet on the pair.fund ecosystem: if it works he makes a lot, if not he loses only the small CHIPS position, while the DELTA add is the relatively safe side.
[stated] He pushed back correctly when told BASECAT, MARSCOIN and DELTA were "the same trade three times", and correctly judged PAIR as less established and riskier than DELTA.

## HIS STATED WEAKNESS, 30 Sep 2026
[stated] Keeps missing coins that are doing well because he thinks they are "up too much" and not giving good enough dips; also reluctant to add to a coin he already bought higher (missed the AI 1-minute retest for that reason).
[stated] Trades by reading how high-exposure holders feel on a dip and counter-trading their fear and panic.