From “crypto noise” to a clear, repeatable trading plan.
This mini-CRM-style academy gives you a structured path: understand the game, protect your capital, use simple strategies and review your own performance – so Sumo’s AI signals plug into a real plan, not chaos.
Step 0 · Orientation
Pick your lane so the rest of this page makes sense.
Before you spam indicators, decide who you are in the market. Use these profiles as a guide – you can move between them, but start with the one that matches your reality today.
“I’m starting from almost zero.”
You’re still learning what candlesticks mean, what a wallet is, and how orders work.
- Focus on Module 1 (foundations) and Module 2 (risk).
- Use Sumo as a way to observe good setups, not trade size yet.
- Keep position sizes tiny – education first, profits later.
“I’ve traded, but results are inconsistent.”
You understand exchanges and tools, but your P&L and emotions are all over the place.
- Spend extra time in Module 2 (risk) and Module 3 (playbooks).
- Use the journaling workspace in Module 5 to track rule breaks.
- Connect Sumo to one clear strategy, not ten.
“I have a job, I can’t stare at charts.”
You can’t scalp all day. You need swing or higher-timeframe setups that respect your schedule.
- Focus on swing plan in Module 3 and routines in Module 4.
- Use Sumo’s 4h/1d ideas as a filter, not every 5m signal.
- Limit your trading window to 20–40 minutes, twice a day.
Module 1 · Crypto & blockchain foundations
Understand what you’re actually buying before you press “Buy”.
This module gives you a clear picture of how crypto markets work: from Bitcoin to meme coins, from blockchains to exchanges.
1. How blockchain & coins really work
You don’t need to be a developer, but you should understand the basic “plumbing” of the system.
- Bitcoin: digital store of value + main “gravity” for crypto.
- Layer 1s: base blockchains like Ethereum, Solana, etc.
- Layer 2s: scaling solutions built on top (Arbitrum, Optimism…).
- Tokens: apps, DeFi, gaming, meme coins built on those chains.
Why this matters for trading ›
2. Spot, futures & funding
Most traders lose here because they don’t understand the product they’re trading.
- Spot: you own the coin. No liquidation, but full volatility.
- Perps/futures: leverage + funding, liquidation risk.
- Funding: tells you when longs/shorts are paying each other.
- Order types: market, limit, stop, OCO – your basic tools.
Beginner mistake to avoid ›
3. Blue chips vs. meme coins vs. narratives
Not all coins are equal. Treat them differently in your plan.
- Blue chips (BTC/ETH): more liquid, better for larger size.
- High-quality L1/L2: good for swings when narrative is strong.
- DeFi / gaming: more volatile, smaller size, clearer exits.
- Meme coins: story-driven, extremely risky, tiny allocation only.
Module 2 · Risk & account architecture
Protect your capital so you can survive long enough to learn.
This module acts like the “risk CRM” for your trading: clear limits, account buckets and a simple sizing formula you can repeat.
1. Your non-negotiable rules
- Risk per trade: e.g. 0.5–1% of account equity.
- Max daily loss: after X% down, you stop trading.
- Max number of trades per day/session.
- No adding to losers. You can only add to winners.
2. Separate your money into buckets
Keep your trading brain clean by organising capital:
- Core long-term bag – DCA, held for years.
- Active trading account – the “lab” for setups.
- Meme / experimental bucket – tiny % for degen plays.
- Stable “parking” stack – USDT/USDC for dry powder.
Why this reduces stress ›
3. Simple position sizing workflow
Use this mental model every time you open a trade:
- 1️⃣ Decide risk in $: e.g. 1% of a 1,000$ account = 10$ risk.
- 2️⃣ Measure distance from entry to stop in % (or price).
- 3️⃣ Position size = risk ÷ stop distance.
- 4️⃣ Reduce size if coin is illiquid or extremely volatile.
Module 3 · Strategy library
Three simple playbooks you can bolt Sumo onto.
You don’t need 20 strategies. You need one or two that match your time, personality and risk. Use these as templates and let Sumo feed you qualifying setups.
Trend-following swing trader
Best for people with jobs or limited screen time.
- Timeframes: 4h / 1d for structure, 1h for fine entries.
- Trade only in direction of clear higher highs/lows.
- Enter on clean pullbacks into support or prior range.
- Stops: below structure. Targets: 2R–3R or HTF levels.
How Sumo fits here ›
Intraday volatility scalper
For traders who can focus for 1–3 hours at specific times.
- Timeframes: 5m / 15m, bias from 1h.
- Trade only during your chosen session (e.g. London/NY).
- Focus on breakouts from tight intraday ranges.
- Take partial profits fast, then trail stops intelligently.
Risk “hack” for scalpers ›
Narrative / meme-coin sniper
High risk, high reward – should be a small experimental bucket only.
- Look for strong narrative + volume + listings, not just hype.
- Use tiny % of capital and accept full loss is possible.
- Have clear invalidation: time-based or level-based.
- Take profit in layers, never wait for “the absolute top”.
How Sumo can help here ›
Module 4 · Routine & psychology
Run your trading like a system, not a series of impulses.
Your routine is where most of your edge lives. Use this like a CRM pipeline for your day: pre-session, during session, and review.
Pre-session checklist (10–15 minutes)
- Check BTC/ETH trend and volatility.
- Scan headline news / major events (FOMC, CPI, listings).
- Write today’s risk limits (max loss, max trades).
- Choose which playbook(s) you’re allowed to run today.
During-session guardrails
- Only act on setups that clearly match a written playbook.
- No changing stops after price moves against you.
- No adding size to losing trades (ever).
- Rate your emotional state 1–10 after each trade.
Mindset “hacks” ›
- Had a huge win? Halve risk for the next session.
- Had a huge loss? Stop for the day, review in calm.
- If you catch yourself chasing, step away from the screen.
Post-session review (5–15 minutes)
- Log each trade: entry, stop, target, result.
- Tag trades: “followed plan” vs. “broke rules”.
- Write one line: “What did I learn today?”.
Module 5 · Journal workspace
Turn this page into your lightweight trading CRM.
Use these boxes as a template for your own notes. They don’t save on the website, but they guide what you should record in your own Notion, Excel or physical notebook.
Daily session template
Questions to answer once per day or session:
- What was the overall market context today? (trend, volatility)
- Which playbook(s) did I plan to use?
- Did I respect my risk limits? (yes/no + why)
- What was my emotional state before / after trading?
Single trade review template
For any trade that stands out (big win or painful loss):
- What was the exact entry, stop and target?
- Did this trade clearly match a written playbook?
- Did I move stops or targets emotionally?
- What would “disciplined me” have done differently?
Let Sumo handle the scanning while you follow the plan.
This academy page gives you the structure: foundations, risk rules, simple strategies, routines and a review workflow. Sumo’s AI engines plug into that structure with concrete trade ideas, confidence scores, and TP/SL levels – so you can move from “learning forever” to executing a consistent, risk-aware plan.