Vantepa

@DiogoLaranjeira O Hjulmand tem que fazer melhor ali. Deixou uma cratera no meio campo. Não se pode culpar o Vagiannidis por este lance - é fazer dele o bode expiatório

@vantepa90 A empatar e a precisar de ganhar não me choca o comportamento do Hjulmand. Quenda defendeu mal sim e não tem a justificação do cansaço

Vagianidis que buraco, homem. Então há igualdade numérica atrás, salta a pressionar e não recua em sprint?

@nonewthing That really matters a lot now!

People think Arsenal will lose a title with a Saka x Havertz x Eze x Martinelli frontline with everyone else also fit. It won’t happen. The only way City will win is if Arsenal can’t play these players.

@PSGINT_ That’s not a foul

should this have been a red card?

@robgarmen Is that Revolut?

200g of protein for just €9.14 + Benefits for $BTC and $VOO

@hylo_so xBullish

xCrypto xYield-bearing xStocks xCommodities

@jussy_world Apart from that ETH still feels very slow.

Wild how unstable chain fees get during market volatility Jan 31 drawdown fees per transaction: - Ethereum: $8.67 (+500x) - Base: $0.61 (+100x) - Solana: just $0.00085 (+32%) Solana stayed stable while other chains became unusable Then Feb 5 with $2B in liquidations Solana fees didn't move This is why Solana keeps getting more volume every cycle When it matters most, it actually works

@hylo_so xHYPE

Which xAssets would you like to trade next after xSOL and xBTC?

@GonzaaaaaaL O gajo às vezes partilha um endereço para a malta doar btc. Pode ser só no gozo. Da próxima é ver se tem alguma coisa

@vantepa90 A cena é que ouro e bitcoin meio que têm o mesmo objetivo, muitos investidores até investem em ambos, e ele não consegue aceitar que existe espaço para ambos

@GonzaaaaaaL Engagement farming. Sem falar de bitcoin provavelmente tornar-se-ia irrelevante

Juro que não percebo a necessidade do hate. Ele pode simplesmente promover o seu ouro sem precisar de estar constantemente a implorar que as pessoas vendam Bitcoin. É que o homem anda nisto desde 2018, a história acaba sempre a destruí-lo, mas ele NÃO DESISTE 💀

@_Goalpoint Afinal Pedro Neves de Sousa há em todo lado…

O Brasileirão 🇧🇷 parece uma “simulação” : Hulk acaba de perder um jogo e o repórter decide perguntar-lhe… “se Neymar deve ir prá Copa” 🤦‍♂️ x.com/gols000000/sta…

@CryptoKaleo Steady lads! Deploying more calls

Sound familiar?

@Route2FI It’s gotta be HYPE

In retrospect, one of the easiest trades you could do over the last 3 years was $SOL. For $SOL you had plenty of time, and actually several opportunities to buy it in the low 20’s with size and 10x it. Now what is the similar trade here that you can buy during 2026 with size, and 10x it during 2027/2028?

@CantinhoMorais O Faye chegou agora. A adaptação nem sempre é fácil.

Nem o período Pascal justifica a caridade com Mangas/Vagianidis (com Kocho e Faye são quase 30M€). Sem a contratação exigida para EE, a solução de recurso já estava em casa/Liga. Agora temos o Faye, Pote lesionado e de subir Maxi (e meter o Mangas). É muito erro numa decisão só

@gumsays @solana @TradeNeutral @hylo_so @FlashTrade @omnipair Fantastic! Thanks

@molusol @solana Are you just holding SOL now or reshaping the LP with more Hype?

Been paying attention to this chart more closely since I’ve LP’d. > HYPE is strong but SOL is oversold imo > SOL won’t beat Hyperliquid in perps rn, but it can be top 2 > SOL is a complete ecosystem: #1 or 2 in spot, payments, RWAs, AI, stables, lending, DePIN, and many more

@joao_wedson Looks like we're going to $64k

We’re likely heading into volatility this Sunday. That’s how the crypto market tends to kick off the week with heightened activity and sharp moves. Our Liquidation Levels have consistently proven to be highly precise in anticipating these moments.

@BitPaine 🤣🤣🤣🤣

CLARITY is the Strait of Hormuz for Crypto and Brian is ayatollah.eth

If you're an investor, you need to understand this one simple thing: The world took out $300+ trillion in global debt when interest rates were 0-1% And now it's being forced to refinance at 5%+ interest rates. UBS just gated a €400mn real estate fund. One more fund added to the growing pile of private equity and private credit funds that are telling investors to take a hike. We've been talking about "something breaking" since 2022. There have been mini crises along the way... UK gilt markets, regional banking crises, etc. But each of those was quickly papered over. Now investors are lulled into a sense of complacency, assuming the authorities can prevent pain indefinitely. But you simply cannot just go from 0% interest rates to 5%+ with record debt levels and not face big problems eventually. Think about it in simple terms: When rates are 1%, you can take out a $100M loan and only pay $1M a year in interest. You can invest that $100M into real estate, cash-flowing businesses, and speculative startups. That pushes valuations of everything higher and everyone thinks they're getting rich. Which is exactly what's been happening since 2008. Equity index performance since the money printing began in 2008 has been a complete statistical anomaly. The market sits in the 99th percentile for valuation richness based on 70 years of data. American exceptionalism? Technology boom? Or just the late stages of a massive debt orgy pushing valuations of everything higher? Eventually you need to refinance that $100M loan you took out. But what happens when interest rates are 5% now and refusing to come down? Now it costs $5M a year for the same $100M loan. Your expenses have gone 5x in a short period of time - but has your income done the same? Unlikely. Let's keep it simple and assume your income doubled and you can afford $2M a year in interest. But at 5% rates that means you can only take out a $40M loan. So now you're on the hook for the $60 million you borrowed. Maybe you can sell some of the assets you bought with the original $100M? But who's buying? Everyone is in the same boat! The price you bought at only made sense in a 0% interest rate world. The bottom line is people can't afford nearly as much debt when interest rates go up, so the debt-fueled increase in asset prices MUST come to an end. These are the simple mechanics of fiat money and debt. This is why it's a risk to take out debt when you hit 0% interest after 40 straight years of falling rates. Eventually the trend reverses one way or another. And you are at the mercy of whatever policy response the central planners decide to enact. They can choose: Great Depression II (debt collapse) or Currency crisis (print the fiat into oblivion to prevent the debt collapse) If you have a massive supply disruption of critical raw materials, perhaps you get both. Usually, the drastic policy response doesn't come before a true crisis. Which means we should expect asset prices to eventually adjust violently to the new reality as everyone starts to realize what's going on. In that environment, cash is the best asset to hold. "But cash is trash!" everyone screams near the generational top... Ask the silent generation who lived through the 1930s what they thought about cash. Cash is only trash when it can be printed at will, but occasionally there are constraints on printing cash. And in a debt spiral, it's actually the scarcest thing. Cash is like oxygen. Usually you have plenty. But sometimes, like when you're underwater and your lungs are screaming for air, you'd trade absolutely anything to get some. Occasionally it's very rational to be bullish on cash. If an asset you like is going down 50%, then your cash is going up 100% priced in that asset. Your purchasing power doubles. But only if you see cash as an asset at the right moment. Allowing yourself to be occasionally bullish on cash is what separates doomers from winners. If you know there's going to be a shortage of oil, it's easy to be bullish on oil. And if you think there's going to be a shortage of cash, then you can be bullish on cash. Simple. Interest rates rising in an environment with record debt levels usually means there's going to be a shortage of cash at some point. And people will have to sell whatever they can to get cash to service their debts. It's simple arithmetic. Yes, usually the central planners step in when things get too painful. Because printing money is better than doing nothing in their minds. But will they print if there's an oil supply shock sending the cost of everything skyward? Will they break their inflation mandate just to save the fiat ponzi? That would be a tacit admission that the whole system is a big fugazi that only survives with money printing. Which puts the credibility of sovereign debt and fiat currencies at risk, and thus jeopardizes the very power of the central planners themselves. As an investor you need to be aware of what's going on and what could happen between now and a potential policy response. The "gates" at UBS, Ares, and Apollo are simply the first signs that the fire has started but the exit door is WAY too small for the crowd. And you never want to be the last one out the door.

@KamBenbrik @HHorsley Now this is democratization!

DeFi is about to look very different in a few months/years. We’ll have much more tokenized assets: stocks, bonds, ETFs, and people will be able to borrow against them via DeFi protocols. In TradFi, if you’re wealthy enough, you can get access to a Lombard loan: you pledge your portfolio of assets and borrow against it. Private banks offer this to HNWIs. Same goes for hedge funds, prime brokers offer similar services, accepting collateral from funds and offering leverage in exchange. These services have existed for decades but most people don’t have access to them yet. DeFi removes that barrier. People will be able to pledge their tokenized stocks, bonds, or ETFs and borrow against them in a permissionless way: no minimum needed, no relationship manager, everything managed by smart contracts. The same financial primitives that were only available to a few people will soon be available to anyone with a wallet. The line between TradFi and DeFi will just disappear. I agree with @Matt_Hougan