Vias C. Nicolaides, Ph.D.🧙‍♂🐉

Thrilled and humbbled to share my journey with Puff, a flagship Crypto project poised to etch its mark in Crypto history & revolutionize memecoins. It's a journey of innovation, powered by a vision to redefine our digital landscape and the way we think and express our memecoin culture. Immersed in a state of flow, as described by the great Psychologist Csíkszentmihályi, every day feels surreal to me even though I work 24/7 on the project. In particular, when such a project is guided by the visionary, upright, and right-curved brain @gametheorizing 🧠, our journey takes on an even more remarkable dimension. It's not just work; it's a privilege and an honor. A chance to contribute to something monumental. Join us, be part of this historic movement with Jordi and the vibrant Puff community. 🌐 Follow @puff_drgn, dive into our discussions on Discord (discord.gg/Cby2A7aN), and stay updated with our Telegram announcements (t.me/puff_announcem…). As I say, even if you are not first to Puff, you are still early. But, not for long. Mark my words. 🌬️🌬️🐲 #Puff #Memecoin #GameTheory #leftcurve #nomidcurv #rightcurve #Crypto #JoinUs

Oopsies... They meant to keep it secret, but a simple packaging mistake on a public download site exposed over 500,000 lines of their internal code. No customer data was leaked, but everyone can now see exactly how it works, including hidden features and safety tricks. Why it matters? These AI "agents" are the future of work. A silly human error just handed competitors (and curious tinkerers) the full blueprint. Even funnier? The leaked code includes a special "Undercover Mode" designed to stop the AI from accidentally revealing secret Anthropic stuff... while a human at the company just did exactly that.

@qthomp They wont.

Why in the world would Iran agree to this

Again, everyone hates #uncertainty, which is President Trump's middle name. Paradoxically, it is the thing that is keeping markets afloat. If we knew that the conflict would end in 3 months then everything would tank. Rather, given President Trump's mercurial nature and unpredictability, everyone is thinking "What if it ends next week cos we know things will rip when it does?" ..."what if" is what is holding everything together.

Oh no he didn't...

@DavidSacks America, vis-a-vis Trump, fucked it up and now you should all fix it, since it is your problem. No bueno.

This is a smart strategy. Thanks to President Trump, the U.S. is energy independent. The countries that actually depend on Gulf oil should apply pressure to reopen the strait.

@AvgJoesCrypto Predictable incentives work until they stop. Apart from a few other things, people should not know when they will get them if you are to have sustainable TVL.

Literally anyone with a brain knew that this would be the end result. Who the hell at Uniswap thought this would be a good idea??

Two weeks into the war with Iran and these are the things I see: Everyone is watching oil prices. Fair. But that’s just the first domino. Higher oil prices mean Russia earns more even on discounted exports to India and China. Shipping insurance in the Gulf spikes. Tankers reroute. Global supply chains slow quietly. And the Gulf countries, strong allies of the West, see the US promise of safety and stability challenged. Energy shocks then move into places people rarely think about: -Natural gas drives fertilizer production and this in turn drives food prices. That’s why oil shocks often show up months later in grocery bills. -Energy and shipping disruptions also raise costs across manufacturing, including semiconductor supply chains. -And central banks face the worst combination: inflation rising again while growth slows. Wars in energy regions rarely stay local. They ripple through food, finance, technology, and geopolitics.

Would love to know Citrini's allocation to bonds as a measure of his conviction in his article/thesis. That would be the ultimate trade.

@DonAlt Why no sleep?

>dad died when I was 12 yo >mom had to raise me and my brothers alone >grew up poor >did decent in school >went to university >got cancer >recovered >started trading instead of finishing university >decent at it >not poor anymore >met wife >two beautiful children >no sleep

Indeed, the core business is debt collateralized by hardware, but less than 2% of the entire TVL is actually generated from this source. 98% is still T-Billsl. Plus, a 300M FDV in this market sounds greedy, then again the decision was made in the bull market. Team needs some serious BD and close deals with relevant companies and data centers. Selling airdrop and shorting on Day 1 seems like the expected logical market outcome.

less than 2 days left and the team has only raised $1.3M out of $21M target — with one wallet committing almost 1/3 of the total raised lmao who would want to lock and waste more money after having playing this useless allo game? not me 🤷‍♂️ btw im shorting $CHIP at launch cya

@TaikiMaeda2 4 year cycle on point too despite most people dismissing it. Winter time now, let's build a snowman!

Indeed. All part of the natural evolution of these projects as they mature and iterate. Thankfully, this cycle has generated some good projects, with pmf, good product, with revenue, led by smart teams. I would add OG projects like $AAVE, $MAKER / $SKY and others like $MORPHO and $PENDLE to the mix. The challenge now is to figure out how and under what conditions value accrues to tokenholders. Of course, recently we have seen discussions on tokenholders and equity holders, with Aave and Axelar in the news. Again, the natural evolution as these projects mature and iterate. With people like you advising, the future is fruitful. 😉

The most successful projects from this cycle actually messed up their charts and users with their automatic buybacks. The early cycle darlings like $HYPE, $ENA, and $JUP topblasted many millions at frankly ridiculous prices on a fair multiple basis. This led to many retail fomo buying these tops (price drives narrative) and getting rekt. All of the founders of these projects drank too much coolaid of this self-reinforcing thinking the multiples were justified. After months of decline and no clear path to the previous high prices, some are blaming the mechanism saying “price keeps correcting from the previous (too high) level, buybacks dont work”. This is just as wrong a statement. How many times do we relearn basic economics truths from hundreds of years of financial markets? Sure if there isnt enough to pay developers to build then dont spend the limited funds on tokens. But once there is success and consistent revenue— as a holder what is even the point of the token if there is no dividend or buyback or at minimum super clear financial utility? I propose a more nuanced solution to this “to buyback or not” discussion- Buyback amount that depends on the price is a good target— If price is cheap you want to buyback as much as you can as you can have a huge % supply taken out. When market is too hot slow it down. Some founders more comfortable with traditional buyback decisions made my the CEO/management can do it ad hoc (like, you know, real companies have always done). But there are programmatic ways for more decentralized protocols to do it if transparency and predictability or legal concerns are a priority— One simple way is to use a calculated price to earnings ratio. It can be designed by each protocol to suit its specific details. One potential example- Take an ema of revenue (decide the half-life of time that makes sense) Annualize this as your earnings number Every day/block of revenue— if the token price that can be achieved with the buyback is a PE ratio of under 4 buyback 100%, if 4 to 6 buyback 75%, if 6 to 8 buyback 50%, if 8-10 buyback 25%, over 10 dont buyback. All revenue remainder that gets kept goes to buybacks on buying dips that just looks at price ema. Eg buyback from this reserve at a speed that increases when the price is at very low levels of the last 90 day price ema. This helps plunge protection. Yes this proposal takes a bit of sophisticated financial engineering compared to all or nothing buybacks, but after the failure of things like web3 gaming, web3 social, metaverse and the like, it should be clear by now that crypto is finance and finance is crypto. If you are a serious project and dont have a finance expert on your time thats fine but you should at least the use a top external advisor or specialized firm to assist. If Jupiter or other team with high revenue want me to help design something like the above for them I’ll do it for free, you can reach out.

@AnnaKoukkides Ontos, enripwsiako kai bravo! Ax kai na itan kai oi igetes mas 7 kiniseis pio mprosta.

👏👏👏#cyprus

It should be, but so was CB (and FTX), but price hasnt really followed the bullishness of lobbying. Nonetheless, I do believe it will be bullish in the long term (5-10 years) if all goes well. ...but they likely will be forced to change some things for compliance purposes if they want to play ball (e.g., KYC).

the HL lobbying thing is insanely bullish

@delucinator That Season 2 airdrop gonna be fat and juicy chingu!

Just got ADL'd on Korean equities during off hours 50% above spot price Lighter

@USDai_Official I think after folks see the dismal launch and airdrop for S1, they won't be swayed by multiplier and gimmicks and wont participate. Gg

Season 2 Points are now Live! For Flatiron we're prioritizing looping strategies. No more ICO or alignment. Flatiron rewards will be an Airdrop.

@Polymarket Lovely, raid it and then pay more for it!

JUST IN: "We are forced to raid the rainy day fund, the retiree health benefits trust reserve, and to increase property taxes" — NYC Mayor Mamdani

TL;DR: Prediction markets are early. They look like sports betting today. But the real destination is bigger: markets for risk: policy risk, business risk, inflation risk, event risk. That’s where the durable volumes (and the real social value) live. So, try to learn more about them, experiment and farm the #Polymarket airdrop! 😉🧠

If prediction markets become legally clear + regulated in the US, the user base could expand massively. Not because everyone wants to gamble. Because hedging is a real financial need, and prediction markets are a very efficient wrapper for it.

Prediction markets is likely to be crypto’s next big breakout. Not because of “degeneracy,” but because they turn opinions into prices. A #prediction #market is basically: “Put money on what you think will happen → the market price becomes the crowd’s probability.” However, there are some nuances that we should talk about, which are not readily apparent, and that you can benefit from. Indeed, knowledge is power! 👇🧵