0xApart

@irboz Pareil pour un tubby cat mdr, la bonne époque…

ouais bon....avec du recul, avoir acheté un "baby etherRock" pour 2000$ en 2021 c'était pas mon achat le plus brillant

send it hyperdash.com/?snoop=0x5c26d…

@0xMerp Np, they gave around 5,8% of supply for the ico+airdrop as only ~$8M fulfilled the ico in the end instead of 10% (7 ico + 3 airdrop), so i don’t really know how much they gave to mm but circ supply is very small, Cgecko is prob wrong at 20%

@0xApart good to know tx

so basically, t minus 3 days to implosion which probably happens at 50% higher and with like a 2x volume/mcap daily turnover and will be at disgustingly positive funding on all perps, this changes if people are depositing shitloads into the sCHIP thing and locking even more supply

$chip coded

Think $chip can do well, AI is kinda hot again, they have revenue and a lot of loans in their pipeline, circ float is very very small, yzi crime ? I have a « free ride » since i locked yt in the ico but yeah i could see it at a B$+ fdv

@PetitPrinceETH bordel

Never ask a women her weight Never ask a man if he sold 250 000 $HYPE at $3

@factorydoge69 Made me look at Matt Huang story again, pretty cool lol

i think it’s hard to overstate how crazy impressive these two companies are absolute winners

heard from interesting investor earlier today that the two most valuable companies in China are not publicly investable (and may never be publicly available): * bytedance * huawei hard agree tbh

@crypto_trooperr @based16z

@based16z what’s different now? what makes you think it won’t again?

2008 and 2020 are too bullish of comparisons cause the mkt went straight back up after them

Cool article i read today : - thedispatch.com/newsletter/dis… from @Rory_Johnston - research.gavekal.com/article/shatte… from @gave_vincent - lynalden.com/march-2026-new… from @LynAldenContact

@HyperliquidEco well no lol

$Trade or $Unit confirmed

@Runner_1Up @ringwraith10 @0xMerp @hypurrdash

oil funding is negative on HL? lolll

@XBTaiga Tried to tell them, ico side could have been a cook if well timed

I've decided to participate in the USDai Level Up campaign Here are the Locked YT contracts if you wanna snoop around: Airdrop (YT 8-Month Timelock): 0x3a072f624Acb636c2389927593f3118c5C852Ad7 Airdrop (YT 4-Month Timelock): 0x24038d32e5006726Dc2a165640b2A26d34A5b622 ICO (YT 8-Month Timelock): 0x72974D1735642c49aA0195BC51F08968083190A2 ICO (YT 4-Month Timelock): 0x78767578465a2DBF0b0FB76aB2B1A0a0Cef23751 Also, the ICO deposit address: 0x2063A7dd34068559f6BfFaBBFfBC53993204eE4A I think the terms for airdrop point holders are pretty reasonable, it's the ICO terms that suck. Crazy how they got shafted in every way possible. And yet, they locked significantly more YTs, around 17 million total right now, compared to airdrop guys (around 7 million). I've got 422,587 CHIP on my main account, which @ $0.035 would be $14,790.54 I would say I farmed this efficiently overall, with my cost basis for those points being around $6K That would've cost me around $3K if I just bought YT, but I decided to get the USDai and split it into PT+YT. YT prices are currently inflated because of the campaign. I'm tentatively assigning a 2% annualized return on the S2 points I'm getting from those YTs, so once it's over I expect them to take a beating. I'll probably get to buy them around 4%, which would more than halve my total cost versus buying now I did some pendle shenanigans again, but the new markets are very illiquid so I'll probably make a band at best However, the real trade is the sUSDai depeg trade, which I got in just after the first season ended at a 50 bps discount from redemption price. I looped on Fluid. I'm looping more as pseudo insurance than leverage, as I have the money to pay back the loan in full, which is important if you don't want to rely on others doing the arb for you. The depeg has tightened to around 15 bps which means the trade is already mostly over, but it's nice that even when the market is this bad there are still good opportunities from time to time All things considered, I made a bit over $50K on USDai, the bulk of it being from the depeg and PT trades back in October and November. Which is pretty good performance, considering most people lost money on USDai I just can't get over the fact that people were buying 50% implied yield YT 5 months ago just to skip the ICO. So funny and sad at the same time, comical stuff All in all, for a place so full of grifters, it's amusing how naive CT is. USDai not originating significant loans was a really good thing. Let's not use that as a scapegoat for the current state of affairs. The main reason I was able to minimize my cost basis was because I got convinced they wouldn't lend shit, so I felt somewhat comfortable doing the PT+YT sUSDai loop. RWA lending as a whole is a black box. It's not something you want to participate in. So many things can go wrong, terrible r:r imo If you want to outperform, getting paid for doing absolutely nothing is the name of the game. Sadly the market is just not into vapor at the moment; USDai's sin was not launching the token when they had the hype In other news, I'll be posting about my new investment (and the thesis behind it) later this week. Very traditional, yet very exciting. See you guys soon!

On est tellement foutu

Faire des sous en crypto

If you are still here you didn’t play this game well I’m still here

@MiyaHedge When can we expect the first erc-s ? Feb ?

the insane thing is we can replicate the 1 success 9 failure venture power law hundreds of times, and inject continuously new liquidity into erc-s tokens bc nobody will buy normal tokens anymore anything which is not street related will be cooked and the wealth effect will be greater than anything compared onchain

If Kled gets acquired for $1b+, we're going to see the largest liquidity injection into onchain since $TRUMP TGEd thanks to @StreetFDN & ERC-S And odds are pretty that Kled will raise @ 1b+ this year.

@rami_poker Good times lmao, was up 6% on $200k of stables and did not sell to keep accumulating allos, at the times i thought they could tge in late nov/early dec and at $3-5B fdv (the falcon scam was $7Bfdv at tge kek/plasma peaking at 15 etc) and now it will prob not be worth much in feb

throwback to simpler times (just 3 months ago) when one of the top 3 plays of the year was simply to buy a stablecoin 0.25% overpegged, leverage it 10x, wait 4 days, and sell it to willing buyers (pendle intern audience) at 1.04 and make 4% or a 40% ROI at 10x leverage Now I'm fucking looking at @Theo_Network retarded stablecoin chart which has been over 20 bps under nav for a fucking month already? INSANE TECH so yes this is a reminder that crypto at some point will be this retarded again, that opportunities to make stupidly easy money will come back (watch for pendle intern/stephen defi dojo follower count increases to measure the state of the market) and also a shotout to fucking indian tech those theo disgusting pajeets that DELIBERATELY dont want their stupid stablecoin CRAP to trade at it's nav value. A failed product after anothre failed product (straddle) while they're trying to launch another future failed product??? just TGE, pack things up and pivot to selling omelettes on the streets of dheli thank you.