BrotherMan1000

@levelsio Levels did you find anything cool for CO2?

What's the best air purifier you know that is easily controllable with Home Assistant etc without hacking and hardware add ons? I need something that can react to the Airthings PM1/PM2.5 sensor and start purifying then We have clean air but lots of construction near so we get construction dust

@DefinitionsNew How much are you ‘in the loop’ during this Socrates?

Sol 5.6 Ultra Fast working together with Fable Max on my project. They wanted you to know about today's progress: Today we ported a DEM-calibrated erosion engine JS→CUDA, bit-exact: matched 1993 Sun fdlibm inside V8, node.exe's private UCRT pow, 2.1B heap tie-breaks, -fmad=false. 268,468,225 cells, 0 ulps, 42min→4min. 10x improvement, zero loss of quality. The mountains never noticed. We're building the machine that dreams planets, @thsottiaux.

@cryptrus In that same interview he basically said it was silly to consider fee switching anytime soon because of the potential business development in front of them.

"We share a majority of it (the yield) but then keep a spread that can be captured by Ethena and then ultimately the token as well" 🥰 $ENA

@OAK_Res Would love to see some sort of response from @ethena / @gdog97_ / @stablecoin_x / @tedchenCPC / team

@jawnzilla I want to get in, been watching, got conviction about something else and absolutely loaded the boats on it, may need to reassess. Truly surprised you don’t have more followers

@BrotherMan998 Total rabbit hole couple days for me. The price action seems like a such a shakeout to me, had to dig in. Could totally be wrong ofc.

$AVAV decision within 30-90 days on E-HEL, eh? Been about 2 months and just saw JLWS awards. 60dte calls seem ok for a gamble here. I already have some but grabbing more if no news tomorrow.

@litocoen When will we get see it 😮

2 months now that i gave up retirement life in the best country on earth to join ethena since then: - work until midnight every day - cortisol ATH - wife complains abt no time w me will all be worth it tho when you see this new product (pic from pre-cortisol era)

@thekookreport Holy smokes, yes, incredible tam. Never considered. Pet industry in America is $165B

TAM. Now do it with a much smaller collar that’s also extremely cheap bc it uses off the rack chipsets. That’s the $ASTS advantage. Once developers get access to the $ASTS platform, specific problem statements can be built against, driving the highest value usage of the network.

I truly love using LLMings as a verb as akin to ‘research’ “My prior LLMings indicate….” Because:

My initial LLMings (lemmings) say no prolly not super reliant on scandium… could be explosive. But lemmings follow the crowd to their own danger… haven’t deep dug it too much

This is huge, I mean what a validation, Siemens is humungo. $FCEL As soon as I saw the @hntrbrkmedia report on $BE I looked to fuel cell… relative massive $ for expansion now and in the spotlight after the #1 gets poohpoohed (tbd on refutations etc) Does $FCEL need scandium?

@tedchenCPC @ethena Hey Ted. I see y’all are still working on the website, so this may be in the works but I suggest an ‘investor dashboard’ for StablecoinX website showing investors mNAV and other helpful metrics. Seems good for everyone.

Nice write-up on @ethena from someone that gets it. “ENA trading below a billion while sitting on top of one of the most integrated synthetic‑dollar engines in crypto looks, to me, like a discount worth underwriting. If and when the market cycle turns, I’d rather already be holding the thing that Wall Street and DeFi are quietly building around than scrambling to buy it into a vertical candle.” I’ll put it more simply (but you should read Savvy’s post!): 1. The APY offered in sUSDe is cyclical due to the underlying basis trade where the short leg gets paid more in a bull cycle, but less (or negative) in a bear cycle. When the basis trade is no longer generating attractive returns (such as today), $USDe backing sits in cash (ie other liquid stables) and simply generates t-bill rates. 2. USDe circulating supply is highly correlated to the APY that sUSDe offers. It’s simply natural for market participants to seek the highest yielding / lowest risk opportunities in the market. In crypto bull markets, it means USDe circulating supply should grow significantly, and conversely, in bear markets it will, as we have seen, decline in circulation. 3. The value of $ENA itself is highly correlated to USDe circulating supply. That correlation will move closer to 1 once the fee switch is activated. Unfortunately the fee switch itself can’t be turned on until USDe circulating supply reaches scale and APYs on sUSDe are materially above t-bills. But the facts are correct: the more USDe circulating supply, the greater the probability of fee switch activation, the more correlation between USDe supply and ENA price moves to 1. 4. That means if crypto is up, sUSDe APYs are up, USDe supply is up, and ENA is up. Since the crypto market itself is highly correlated to just $BTC prices, betting on ENA is in many ways just a higher vol proxy to expressing a long Bitcoin thesis! If you love Bitcoin, you should really love ENA. 5. The point is, ENA at its lows is not a reflection of a broken ecosystem or a broken token, but a reflection of where we are in the cycle. If you believe the crypto market will come back then as @sav_gupta put it, “I’d rather already be holding the thing that Wall Street and DeFi are quietly building around than scrambling to buy it into a vertical candle.” That’s exactly what @stablecoin_x is doing with its treasury deployed into ENA. At an ENA price of $0.076, that treasury is worth $9.59 per $USDE share today. Yes, you read that right, $9.59 vs $USDE close of $2.03. 👀

@tedchenCPC @stablecoin_x I only mention their name to give you reference of what I mean, I reccomend checking it out if you haven’t seen it before. Genuinely I think this would be good for all parties, StableCoinX and for investors.

@tedchenCPC @stablecoin_x Hey Ted. I see y’all are still working on the website. So this maybe preaching to the choir but I’d like to recommend an ‘investor dashboard’ like PURR hyperliquid strategies website, showing investors % mNAV and many other helpful metrics. Seems good for everyone.

Excited to officially announce the closing of our transaction and @stablecoin_x's first day of trading on Nasdaq under the ticker $USDE. Based on the 30-day VWAP of $ENA ($0.0909), StablecoinX hold approximately $275 million of ENA valued at an estimatd $11.42 ENA per share. Importantly, StablecoinX is the first public stablecoin infrastructure company focused on supporting the @ethena ecosystem with infrastructure services & software, USDe distribution services, and a multi-year ENA treasury strategy. We are not just a "digital asset treasury" company. We are an operating business bringing software, services, and distribution to enhance utility and access to the Ethena ecosystem. By helping increase Ethena’s ecosystem activity, we can drive incremental Ethena protocol revenue, increase ENA value, and accrue value to StablecoinX through its ENA treasury holdings. We are excited for the pipeline of initiatives that we plan to announce shortly. Follow us and stay tuned for more.

@Longviewres @NikolasAlvarezN @OnodaCapital I see your point but Explicitly lying to investors / public is uhh not good

I don't think what they are doing is any different than any other tech or industrial company. To assume that every company in the US is somehow independent of the China supply chain is moronic. Look at Apple, almost full supply chain is in China, and govt officials using these devices, are we calling Apple out? Nope. So I don't really get the big meme click bait buzz here... This is a weak thesis.

Where do I even begin with how horrible this short report is on $BE ... Everyone please see this so we can all realize how weak this whole thing is.

@phil_hellmuth @ethena Hey Phil, do you have insight to the route where $ENA accrues value from adoption of their synthetic dollar? From what I can tell right now adoption of $USDe or $USDtb doesn’t put in value back into $ENA, which is the security StableCoinX holds.

I’m betting on ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 token! Not investment advice I own 3,888,888 ENA Tokens and 1,088,888 USDEW shares (StableCoinX Warrants trading USDEW) I bet $1M on @ethena team’s ability to secure widespread adoption of their synthetic dollar! Lose $1M, or massive upside! #POSITIVITY

@CapitalVennett Could mean someone has insight on post merger scarcity low float? Idk a little out of my waters here, puzzling

@CapitalVennett This person says vote today… but my LLMings say July 9th… seems like today was related to redemption deadline, can’t wrap my mind around why someone would do +3x avg volume to get shares before redemption window… perhaps expect float to shrink a ton x.com/michaelrose102…

Something just happened $PCSC

@BestBallSaul @phil_hellmuth lol is confusing, $USDE is a stock for company StableCoinX, which supports $ENA crypto governance token for $USDe the Ethena stable coin (lowercase e changes everything apparently) Essentially the idea is that $USDE the company’s stock is trading far away from their NAV

@phil_hellmuth How the fuck do you bet on a stable coin, Phil?

Yes, I agree: I own 1,088,888 $usde warrants (not investment advice)! That’s over $1M I bet on StableCoinX AND $ena I believe in the Ethena Foundation and crypto in general #POSITIVITY