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@scopicview

不撓不屈 @presto_research @presto_labs | prev Orca Global, JP Morgan

Tokyo Se unió Eylül 2021
941 Siguiendo1.3K Seguidores
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rick ⛩️
rick ⛩️@scopicview·
Mood for today. Henlo 100k.
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rick ⛩️@scopicview·
current FDV being half of what you've raised is crazy investors down 97.6% current FDV = $43mm total raised = $80mm (last val being $1.8B)
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DCF GOD@dcfgod

That’s absolutely nasty work @Scroll_ZKP How is this even a legal move? Completely throws out the idea of a permission-less, self custodial, decentralized, etc. blockchain If they don’t like what you’re doing (leaving their chain) they’ll manually increase the gas costs to the point where it’s impossibly expensive to do anything Nice to see etherfi fully gone and on optimism now Back to winning Note: dcf cap seeded etherfi

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Luke Martin
Luke Martin@VentureCoinist·
The NY Times spent 18 months investigating who Satoshi was using stylometric analysis to create a big exposé and finally dox Bitcoin's creator. John McAfee spent one afternoon, $200, a phone call and was 99% certain. And once he knew...he never mentioned the name again.
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rick ⛩️@scopicview·
This might be the worst account on this app. Peak AI slop and it’s been a few weeks since it’s been pushed on to my timeline with the same vigour as WWII era propaganda. Finally blocked.
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Presto Research
Presto Research@Presto_Research·
📊Presto Data Focus 📊 ICYMI Charts: March 2026 Geopolitics Keeps Crypto Rangebound by @scopicview March unfolded against an event-driven macro backdrop, with geopolitical escalation and energy market disruptions driving repeated shifts between risk-off and partial relief. Crypto tracked these macro impulses closely. Prices rallied into mid-month before reversing lower as macro risk reasserted itself, resulting in a choppy, rangebound profile rather than sustained directional conviction. On-chain usage remained resilient but concentrated, while capital trends continued to fragment. TVL flows and stablecoin balances pointed to selective rotation rather than broad-based expansion, even as bridge activity suggested a pickup in cross-chain repositioning following earlier deleveraging. Derivatives markets reflected a transition out of February’s volatility shock but not a full return to risk appetite. Implied volatility drifted lower across BTC and ETH, while realised volatility ran above implied through much of the month before compressing into month-end. This convergence indicated that delivered volatility cooled despite persistent headline risk. However, skew remained firm throughout, highlighting continued demand for downside hedging. The overall picture was one of partial normalisation in volatility levels, but with positioning still defensively biased against an unstable macro backdrop. Full article: prestolabs.io/research/icymi…
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Retired Chad (Monad Arc)
Retired Chad (Monad Arc)@retiredchaddev·
My trad VC book is at 20-30% IRR, hasn't been hacked or rugged once, and approx 50% of my investments historically have given good returns. This last 4 years in crypto, my angel book is more or less 0, wiped off 8 figures. NFTs wiped off mid 8 figures, despite the products and teams making several millions. Crypto founders don't really care about their token holders or jpeg holders, and after a certain point, don't even care about their product. This is a dogshit industry with just wet dreams of getting rich quick, not building something of value and legacy. That's the unfortunate reality. One thing that's slightly better is the infra layer that doesn't have tokens and is akin to b2b SaaS.
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rick ⛩️@scopicview·
With the reopening of the Strait of Hormuz, Fartcoin exports can finally flow freely again.
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Tay 💖
Tay 💖@tayvano_·
oh god uhhhh like sushi, thorchain, yam, pickle, harvest, reclaim, swing, paid, naos, shezmu, qrolli, saffron, sifu, napier, harmony, blueberry, stabble, onering, elemental, divvy, la token, impermax, kira, cook, fantom, ankr, gamerse, metaplay, spice, beanstalk, deltaprime, magiccraft, hector, despace, depo, creamfi, shib, kumainu, starlink, yearn, floki and that’s just off the top of my head
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Sequoia Capital
Sequoia Capital@sequoia·
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
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Micki
Micki@MickiCrossChain·
@scopicview Was it a exploit though?
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rick ⛩️@scopicview·
While I understand where the parading / victory lapping is coming from, the Drift exploit is net bad for the industry and an L for crypto/on-chain proponents (not to mention just bad form in general…)
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Corey Hoffstein 🏴‍☠️
Don't even ask the question. The answer is yes, it's within the collar. Think the S&P is going to rip to new all-time highs? Sorry, there's a short call at 7155 capping your upside. The hedge fund already sold it. You think you found alpha? You found the ceiling of a put spread some quant structured three months ago in a conference room overlooking Park Avenue. You think the market is going to crash? Priced in. There's a long put at 6475 and market makers are going to buy futures all the way down to defend it. You think you're being clever buying puts at 6400? Congratulations, you just paid premium to bet against the gamma hedging flows of the largest bank in the United States. The JPM Collar is an all-powerful, all-encompassing being that knows the very inner workings of every retail trader's Robin Hood account before they even open it. Your portfolio was structured decades ago when JHEQX was valuing its expected quarterly roll based on implied volatility that would lead to your birth, what age you would discover options, how many times you would get wrecked on 0DTEs every week, how many times you would stare at SpotGamma charts pretending to understand them, etc. Anything you can think of has already been collared, even the things you aren't thinking of. You have no original trades. Your "conviction" is just an illusion, a product of the omniscient put spread. Free will is a myth. The collar sees all, knows all, and will be there from the beginning of time until the end of the universe (the collar has already priced in the heat death of the universe and set strikes accordingly, long put at Entropy-5%, short put at Absolute Zero). Every quarter, like clockwork, the high priests at 383 Madison Avenue roll their positions. They sell calls. They buy puts. They sell lower puts. And the entire S&P 500 bends to their will. You think Powell controls the market? Powell wishes he had the gamma exposure of JHEQX. You want to go long? Cool. The ceiling is the short call. You want to go short? Also cool. The floor is the long put. You want to make money? That's the 980 point range they've already defined for you. Stay in your lane. The collar has spoken. So please, before you make a post on wsb asking whether SPX is going to break out, or whether we're going to crash, or what strike to buy, just look up the JPM collar strikes for the quarter. That's your range. That's everyone's range. We're all just trading inside JPMorgan's hedged equity terrarium. Don't fight the collar. The collar is inevitable. The collar is eternal.
Tim@TimTheMM

market rally? bc of the collar oil down? yep, the collar again claude code leaked? collar's fault my local dive bar running out of springfest IPA? fckin' collar, man the beatles breaking up decades ago? yep, collar libor being replaced years ago? u guessed it, collar

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松森至宏
松森至宏@yoshi_matsumori·
海外勢にリーチしたので、banger,LMAO,dudeなどのスラングを学ぶことができました。
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atlas
atlas@creatine_cycle·
"i'm going to go cowork at a cafe" brother you are 31
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