innocentparrot
2.4K posts
This was the cycle bottom BTW.
We will never see those lows again.
SalsaTekila@SalsaTekila
The only relevant support for BTC is 57K-61K. As the peak was shallower this cycle, so will the bottom be. There will likely never be a similar opportunity to buy 60K BTC again.
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2 days ago I bought $41 $HYPE calls with a May 15th expiry.
When I bought the contracts, $HYPE was around $39.50. Earlier when HYPE was ABOVE $41, I was down 10%?
HYPE is now nearly $41 (40.90) and I'm currently down ~6% on my contracts.....
Fuck all the greeks, all the "vol" bullshit, for me to be at a loss rn just doesn't make sense.
That's why perps > options BY 100X.
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innocentparrot retweetledi
Low-key I’m pretty sure they’re setting up to crime $ZEREBRO pump, but I can’t prove it 😅
Wallet that built a ~9.5% supply-equivalent position on Hyperliquid is still holding (+$400K PnL, -$100K funding). Meanwhile, the price action keeps shaking out “extra” passengers trying to long with high leverage.
Wallet: 0x3d4648e9dc896e86e92ebdb98a80cc294069b96d
VietnamPenguin@VietnamPenguin
Looks like some crime is cooking again in ZEREBRO. A fresh wallet got funded with $1M USDC and is now TWAP perp exposure equal to ~12% of supply (~120M tokens) on Hyperliquid. Already picked up ~86M ZEREBRO (8.6% of supply). Current P/L: +$78k. Token FDV is only ~$14M. Yeah… people don’t casually push this kind of size into illiquid coins “for fun”. Wallet: 0x3d4648e9dc896e86e92ebdb98a80cc294069b96d
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MSFT, META, AMZN, and GOOGL all had earnings today and i'm long the only one that is up on earnings
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You think $HYPE is expensive at $40?
We had the $800/point meta before we knew anything about HIP-3, HIP-4 or Builder Codes.
F u, Higher.
I love you.
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@Marczeller maybe killing defi with infinite L2s, pushing away builders to finance conferences on the rights of women in ethiopia, paying 500K / year by mass selling eth to arrogant idiots from business school that never used the chain and muting those who opposed it wasnt the right move
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Current ETH inflation is 0.8% per annum.
If you are ready to disturb a whole industry, have investors mark you down in the "unpredictable" category because the product you build doesn't have enough organic demand to sustain a <1% inflation.
Maybe the issue is with the product's demand, and no amount of tweaks and belly dancing on the infra will steer the boat.
Dima Gusakov@d_gusakov
If we cut @ethereum staking issuance, we will likely kill LSTs. Without LSTs, DeFi will shrink to the size of a penny. Without DeFi, @ethereum will lose its main value proposition. Without its value proposition, @ethereum will die. Do we really want to kill @ethereum?
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@orrdavid @AsifSuria Is there granular data for short interest? Would be interesting to see if its those who were short from low that were forced out of their position that high
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@AsifSuria I always wonder who gave their money away here. It's almost never short sellers as a group that lose in these situations. And I don't think retail fish are the main loser, either?
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And now they are selling. It is amazing that they managed to sell over $1 billion of $CAR at prices north of $600.
Total sales were $1.75 billion. An absolute home run for Pentwater Capital.
As expected, they are giving some profits back to the company because they violated the short-swing rule.
Asif Suria@AsifSuria
The best timed insider purchase ever? And that too by a merger arbitrage focused fund.
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how do i remove the for you page? it keeps going on it when i dont want this shit
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@Hedgeye this trade seemed so obvious it felt like i was missing something and i didnt take it
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@BullandBaird you can see the support is rising, next step 10K 💀
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Are people still "building" on Ethereum? Wasn't that the crypto everyone was claiming would be something?
It hasnt moved since 2021?
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You're out of extra usage · resets 10:20pm (Europe/Berlin) ??????? <hat do you fucking mean
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The latest ETH FUD is that Bitmine will reach 5% of the ETH supply within the next 3 months and then stop buying ETH...
Let me tell you a secret: if Bitmine really stops buying ETH, someone else will, because institutions are buying via Bitmine as a proxy.
Hope this helps 😘
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$ETH is proving to be a store of value
As argued by @Etherealize_io
Bitmine (NYSE-BMNR) $ETH@BitMNR
4/ "Several recent research reports, including the latest research by @Etherealize_io , argue ETH is a 'store of value' and will be held as collateral as digital assets are increasingly used in financial transactions. This role for ETH has arguably been demonstrated by its outperformance since the Iran War commenced. ETH has outperformed the S&P 500 by 1,696 basis points since the war started and remains the single best performing asset in the world (beside crude oil prices)," stated Lee. "Moreover, Ethereum continues to benefit from the dual tailwinds of Wall Street tokenizing on the blockchain and from agentic AI systems increasingly needing public and neutral blockchains. In our view, there is a lot of meaning to ETH being the best 'war-time store of value' and to ETH being the asset leading since the war started," said Lee.
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@thecryptomonk its ok, you got the liquid restaking rewards at least
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My plan 5 years ago:
Sell ETH at 10k
Park profits into the SPX
Guess what happened
Quinten | 048.eth@QuintenFrancois
Last 5 years $ETH -8% S&P 500 +71% Congratulations on staying poor
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