Juanca

Cómo perder en criptos o la 𝐜𝐨𝐦𝐩𝐚𝐫𝐚𝐜𝐢𝐨́𝐧 con 𝐨𝐭𝐫𝐨𝐬 inversores Esto es una reflexión personal de lo que creo que es el aspecto mas perjudicial a la hora de invertir en criptos: Dentro 🧵

@PastanagaCrypto @HyperliquidX @Polymarket Con esa UX no

Acaban de lanzarse los mercados de predicción en @HyperliquidX ¿Conseguirán quitarle el puesto a @Polymarket?

En bull market, $cards estaría ya en 500M

Hyperliquid acaba de lanzar su primer Prediction Market Si alguien puede plantar cara a Polymarket, está claro que es Hyperliquid Aunque con esta interfaz NO van a destronar a nadie Veremos como evoluciona el producto

Al final fueron +1500$ en un día Top 1% en el rank

ty @Polymarket

Se olvidan de decir el jugoso APR que recibirán de tener el colateral de su Stable en HQLA + revenue -> bullish

@MaxVillman @DougHasFaith what a beautiful plane Viggen is my fav jet fighter design

@DougHasFaith Gripen

I was a fighter pilot in the Swedish Air Force, this is my take on the operation against Iran. As predicted: zero opposition to Israeli and US air power now 24h into the operation. This means that the US and Israel air assets - fighter jets and ofc reaper drones etc - can operate at high altitudes without fear of getting engaged by ground based air defences or Iranian fighters for that matter. Using long times on station, fuel tanks and targeting pods - large parts of Iran are now a turkey shoot for the coalition. Everything that moves and is hostile can be engaged. Iran is a big country. So ofc some parts will not have monitoring 24/7. The IRGC will hide in cities using the reluctance of the coalition to risk civilian casualties. So everything now is on tjejband of the Iranian population. Do they want freedom? The opportunity is now.

En resumen, Cualquier persona podrá crear un mercado y beneficiarse de las fees del mismo El modelo de Pumpfun llevado al verdadero normie Polymarket puede ser realmente donde ocurra la adopción cripto, sin que ni siquiera los mismos usuarios sepan que están jugando con USDC

Ahora podéis añadir rewards en mercados para incentivar la liquidez Merece la pena quemar unos $ por si sirve de multiplicador en $POLY

@0xd1namit @Polymarket so you were the reason I stopped buying at 0.1 hahaha

When I don't know what to trade, I go flip long-term markets with near-zero chance of winning on @Polymarket Why? For example, there's a 2026 FIFA World Cup Winner market The tournament will start at summer, but there are already clear favorites and underdogs Underdogs almost always sit at 0.1-1¢. I place limit orders at 0.2¢, then sell at 0.3¢, that's +50% Yes, sizes are very small, but it's way better than your money just sitting there doing nothing You can find a lot of markets like this. Another one I'm flipping right now is the Fed rate decision in March

no snapshot yet

Tener pequeñas victorias, significa que por fin puedo jugar Salud, relaciones, dinero, Agradecido de poder intentarlo una vez más

@borjaneira_ Ty for these posts sir, l reread them several times till I get them This is the way

If you strip it down to balance sheets, tokenization is not about creating on-chain liquidity It’s about rewriting who performs maturity and liquidity transformation on the same dollar, and how fast that dollar can run when things go wrong BUIDL is a clean example At the top you still have Treasuries and repos, one layer down, a BlackRock MMF that holds those assets, below that, a Transfer Agent that represents fund shares as tokens and at the edge, a smart contract path from BUIDL into USD-stablecoin plus an ecosystem of CEX/DeFi venues that treat the token as intraday collateral The underlying asset is still a T-bill with conventional settlement, what has changed is that the marginal holder of the liability is no longer a 9 to 5 treasurer with T+1 expectations, but a leveraged desk or a liquidation bot that can decide in milliseconds whether to stay in or get out That is where tokenization can either replicate non-bank fragility or improve the system If you tokenize a T-bill MMF and let it circulate as “cash-equivalent” with no guardrails, you are giving margin engines and arbitrage desks a direct channel to transmit their own funding stress into a pool of assets that was never designed to absorb algorithmic runs 24/7 If, instead, you acknowledge that you have raised the potential speed of a run and design around it like explicit redemption limits per time window, conservative haircuts when the token is used as collateral, differentiated token classes with distinct liquidity rights (settlement vs. collateral vs. savings), clear SLAs for BUIDL-> USD-stablecoin -> bank money, and committed repo/credit lines sized to credible stress scenarios, then tokenization stops being marketing and becomes a way to allocate liquidity risk more precisely than the current system The real value of tokenization is not headline TVL or “24/7 markets”, it is the ability to encode, in contracts and code, facts that today are implicit and opaque Where the collateral actually sits, who has the hard obligation to turn it into cash at 3 am, with what buffers, and with what right to slow things down Builders, regulators and allocators who start from those questions are not adding another layer of fragility, they are using tokenization as an instrument for clearer, more deliberate liquidity engineering

Fabricar aviones competentes es extremadamente complicado, Da miedo pensar lo rápido que ha pasado todo. Centenares de años de hegemonía occidental en cualquier campo tecnológico y financiero derrumbándose ante nuestros ojos. Se vienen tiempos interesantes, Y eso es malo.

@David_Cripto Gracias jefe, Estoy apostando por volumen en shares, que tiene más riesgo pero creo que es más interesante. Si aportas liquidez en mercados líquidos con fecha lejana, es factible mover mucho volumen sin perder

@CKontad jder pero lo tuyo también está super bien 🔥

He empezado a farmear Polymarket un poco tarde, siempre lo había visto complicado. Solo llevo 2 semanas. En el ranking por volumen del propio Polymarket estoy top 45k y en el del Dune top 20k. La idea es poder entrar al top 10k lo antes posible.

<20 días en polymarket: 🔹300.000$ en volumen (share) 🔹Rank 8000 en rewards de liquidez 🔹Rank 20.000 en leaderboard oficial He perdido unos 200$ en el proceso, espero minimizar mucho las pérdidas en las siguientes semanas de farmeo

Explicación: Si ningún escenario ocurre antes del 31 de julio de 2026, el mercado se resolverá cómo 50/50 El dinero está en todos lados, solo hay que leer la letra pequeña

Interesante lo fácil y barato que es llegar a 100k de volumen en Polymarket El volumen en el leaderboard oficial se mide en shares, no en $, por lo que alcanzar un buen ranking es sencillo sin hacer wash trading ni cositas raras

Having an instagram as a male in 2025 is so embarrassing