Alex

Jesus fell further into darkness than you ever will. Through suffering he imbued every dark corner of the earth with his divinity - no matter how far you descend into despair his spirit was there before you. There is nothing you can’t climb out from. Find him.

@MarkDavidLamb @lylepratt @jdorman81 He is currently using the preferreds to buy while mNAV is below 1. He doesn’t need to use the ATM or issue convertible notes any more. Offering 10% dividends to the credit market means he can buy BTC regardless of the share price / mNAV, as long as buyers line up.

@lylepratt @jdorman81 If MSTR is at a mNAV discount forever he won’t be buying BTC.

I will never understand the fascination with Michael Saylor / $MSTR nor will I understand how people can confidently spout such stupid, inaccurate takes that are so easily disprovable. It takes <5 minutes talking to any debt/equity expert to understand that he will never have to sell his $BTC unless Bitcoin has already fallen so far that his selling is an irrelevant afterthought. He may never buy BTC again. And if your entire Bitcoin thesis is that one buyer will buy forever you’re definitely wrong. He is no longer a relevant marginal buyer compared to ETFs. But MSTR selling BTC is not even remotely a concern. It would be almost impossible for an activist investor to gain control of the board given Saylor’s 42% ownership. There are no covenants in the debt that force a sale Interest expense is low and manageable - don’t forget the core tech business still has positive cash flow No one ever defaults because of debt maturities. Investors are sheep and will almost always roll the debt (extend and pretend). If you follow anyone saying MSTR is a risk to BTC, tell them to call me.

@The__Solstice @OrderlyNetwork $ORDER UP 🧑‍🍳

$ORDER showing off with the upbit listing candle The only play that is in the calibur of $HYPE & $ASTER but priced 1/100 of them If there is anything close to an alt season coming, @OrderlyNetwork makes the most sense to reprice massively

@The__Solstice Who is stop and why is he lost?

Who is margin and why are they calling me?

It still blows my mind that builders can tap into free liquidity just by building on @OrderlyNetwork No setup cost, no market-making fees, it’s all covered. You plug in, and the liquidity is right there, ready to go If you want to start earning trading fees from your own DEX, it’s just $1,000 USD or $750 in $ORDER tokens Think about it, five years ago the idea of launching a world-class decentralized exchange with deep liquidity, no code, and a 10-minute setup would’ve sounded impossible Now it’s reality. Builders pay nothing. Traders fuel the system. Everyone wins. $ORDER

Orderly chain doesn’t get enough credit tbh... Everyone talks about perps infra but the real play is the clearing layer running trades across 50+ DEXs plugged into 18 chains with LZ and already showing top 5 perp volume feels like it’s just warming up🫡

Introducing Orderly RWAs. Trade real-world assets without ever leaving DeFi. Finance is moving onchain, and it's landing on our exchange layer. SPX500 and NAS100 perps. Up to 20x leverage. USDC-settled. Live 24/7.

The results speak for themselves. @OrderlyNetwork showing the most strength after the big liquidation event. $order

The only coin I'm genuinely interested in the story and growth behind it is orderly Everything else is a trade to close While I expect $order to grow into the colossal titan it's designed to be Omnivaults printing 40% apy during the most historic crash in crypto Regular staking printing 27% apy of REAL YIELD through REVENUE Early stages of expansion, only a small pebble of Orderly One has been thrown into the lake, the first few ripples spawning Notably @aegis_dex doing 300 mil volume in THREE days of being live Orderly crossing 100k/24 hr fees for the first time when this can easily grow to ten, twenty, or more fold to millions/24 hr fees Listed on binance futures, often recognized as one of the only other legitimate perps dex plays to invest in, shouted out by 9 figure whale @DefiSquared The fact you can get this just shy of 100 mil while the growth is in motion and the story is just beginning.. insanity Either it goes to billions or crypto fails and people stop trading perps Pretty simple pipeline too if you needed a game plan, shove size now, 5, 6, or 7 figured into it Stake it, earn more Then when orderly reaches more fair values in the billions, sell some and stake in omnivaults Cash a 7 figure win and you could be printing 250k+ a year in it This is investing in college LeBron before he goes to the big league

$ORDER is closer to 1 mil/24 hr fees than people realize We're still at the beginning stages of orderly one, notably aegis popped out overnight and is doing massive volume More to come

I staked all my $ORDER What they're building is too insane Glad to be a part of it Current plan is to ride order up then retire off omnivaults 5 mil in omnivaults could be a good 1 ml a year + After seeing it print while other funds lost their ass off in the crash, im convinced @OrderlyNetwork will build their way to the top A revenue generating self-replicating conglomerate that will take over all of DeFi

The @OrderlyNetwork Omnivault has printed 24% APY and max Draw down of only 0.13%!!!!! on days like today you don't want drawdown! The omnivault is the best vault on the internet! $order

Some orderly state for today. Volume Orderly is top 4 perps volume today despite having no points systems to farm. Just real organic volume! Aden is number 5 which is powered by orderly one launch pad. Top gainer orderly is the top perps Dex gainer today at 23% time of posting. Most visited orderly is the 5th most visited according to coin market cap Marketcap besides been 4th in stats orderly ranks 10th in marketcap for perps Dexes at only 120 million. $order

I really appreciate you noticed this @DefiSquared We’ve been putting a huge amount of work into the tokenomics, not just optimizing numbers, but rebuilding the entire flow of value Over the past months, we added a ton of utility, token sinks and went through a deep cleanup removing toxic flow, cutting useless emissions, and eliminating any leakage of $ORDER We also scrapped trading incentives after realizing most users didn’t value them, and restructured market maker rewards into a sustainable model with healthier liquidity and no more HFTs gaming the system. We’re still working heads down on refining the token economy and aligning it around every $ORDER believers and power users. People are not ready for what’s coming next...

@NIOSwitzerland @iamtomnash Not a Tesla. Look at the door handle.

They all want to be $TSLA . Problem is, Tesla’s already ten years ahead on the hard part. Execution.

Orderly is still so cheap that its staking APR from just a portion of its fee revenue is consistently over 40% without using any token emissions or points to incentivize trading volume. People have become so accustomed to assuming that any high staking yields are padded by token emissions or points farming that they often just glance over it- but in this case it's literally doing $17 Bil a month in volume organically and un-incentivized. The project also just passed a governance vote to begin using up to 60% of fee revenue to perform open market buybacks, which starts this month. Honestly there's not even much else to add on this point because it's just so clear cut; the market hasn't properly priced in growth potential here at all despite the number of Orderly DEXes starting to increase exponentially and the revenue APR already beating every other top competing perp DEX protocol relative to valuation.

Orderly $ORDER: The Launchpad of Perp DEXs Two of the biggest narratives of this cycle are combined into one: launchpads and perpetual DEXs. We've seen how much traction both PumpFun and BonkFun attracted on the launchpad side. On the perp DEX side, Hyperliquid kickstarted the meta, becoming one of the best-performing large cap tokens of this cycle. This momentum led to a "perp DEX alt season" last week: Avantis nearly 10x’d, while Aster went almost 20x. The demand for perp DEX coins is massive and there's one project that captures both narratives: Orderly, a platform that merges both launchpads and perp DEXs. Currently trading at a market cap of $87M ($285M FDV), Orderly is shaping up to be a dark horse. Today, Orderly is ranked 6th in 24-hour perp volume, while their top-performing perp DEX launcher, Aden, ranked 9th. Higher than Avantis (!). Aden is a perp DEX launched via Orderly by Inbum TV, the #1 Korean streamer. Korea is a major market for perps as most of retail there love to trade perps. It's the reason we have seen big green candles on new Upbit listings. Aden uses Orderly’s backend with its own custom frontend. This model makes sense: content creators and influencers with large followings can now launch their own perp DEX products and not just memecoins. CEXs typically pay high referral fees to those who can drive significant volume. With Orderly, especially following today’s launch of Orderly One, anyone can now launch a customized perp DEX. What PumpFun did for memecoins, Orderly is doing for perp DEXs: arguably the most profitable business model in crypto. We’ve published an article on @epochbiz diving into the technical mechanics of $ORDER, feel free to read the article made by @MoennMoenn below epoch.biz/orderly-the-in…

$ORDER run to $1 just started (first TP). > pumpfun utilising attention economy via streamers with a crypto native audience > streamers/kols incentivised as 0 upfront cost > can customise branding to personalise experience and build community > deposit funds from any chain > access to deep liquidity as all dexs route to same orderly books > Achievable revenue: $7.5k for $15M monthly volume/ $22.5k for $150M monthly volume. > 25% discount on trading fees if paying via $order token > more dexs > more demand for $order > more buybacks > deeper liquidity If the perp dex meta carries on (and I think it will) due to postive revenue generation from these very profitable protocols, notable KOLs might start wanting a piece of the pie. This could be the next viral meta amongst notable KOLs/streamers and it just makes sense esp after Aden (korean streamer) generated near $500k+ in fees on his dex alone in one month. @OrderlyNetwork

One seems undervalued: $ORDER - Perp Volume (7d): $4.4B - TVL: $50M - Market Cap: $120M $APEX - Perp Volume (7d): $3.4B - TVL: $29.5M - Market Cap: $246M $MYX - Perp Volume (7d): $2B - TVL: $27M - Market Cap: $2.3B