cryptodhanda.csr

Apart from providing a quick easy to read analysis of bill, i asked @caesar_data what could be amendments to ensure concerns of crypto industry are addressed 🧵

@Lazaroni_i @seedphrase @Tma_420 Maybe he's not allowed on yachts anymore

@seedphrase @Tma_420 Why do you act like you don’t have direct contact with the crime lords and haven’t gone on vacation with them previously? It’s extremely odd

When you wait for the perfect timing you end up with a floor like this

@0xBiZzy 10% gains with 90% risk is a difficult pill to swallow

@Crypto_dhanda Oh if price goes down more then I lose more money? More than just holding the tokens?

See what I mean. Price has nuked like 30% since my last post and yes I know the fees haven't really gone up much dollar wise but I have another 30% worth of tokens and another 3.3 sol. Regardless of that the token is down 35%-45% from my entry and Im damn near break even.. I could pull the pool here, be break even and still have almost all my original tokens if I wanted to 😅

@0xBiZzy You've more in tokens and less in Sol than you started and if downtrend continues, you're just exposing yourself to more risk

And what I have is peace of mind. I’m nowhere close to tilted like I was on the first drop down to these levels and below lol.. Instead of capitulating I can now hold through the drawdown without any mental stress. This is why I always tell people that LPs help me hold longer 😅

Well, if that community defends every action of founders, what more could they've asked for Imagine this scenario, a company raises $21M, hustling users that tge is round the corner, IP developed, games developed and does nothing for 2 years and finally sells it with nothing for investors and said community defends the founders.. what more could they've asked for

@jo3car @creepz team saw the most engaged community of super fans in the history of NFTs and were like “no thanks, we actually want no part of that” Absolute masterclass, gentlemen 👏

powerful

@YoungGunsBreaks @chesus @animocabrands @playsomo Figures, Joe invested in it

@Crypto_dhanda @chesus @animocabrands @playsomo Caesar is the biggest scam in web3

NO SOMO TGE...... yet Check out the latest message from @animocabrands on the newly aquired @playsomo

SOMO team had cleanest exit >Raised $21M, did NADA, no obligations >Sold to Animoca, no liability for holding money for 2 years and not returning

@himgajria have you reached that state with memecoins?

@WWHEELS @RealPapii @Headytokin Is that certain project in room with us now?

@RealPapii @Headytokin Feels like this is teaming from a certain project that’s currently capitulating

Sometimes you just have to admit you bet on the wrong horse and move on I’ve been in that position many times It’s hard to rotate losses but I see so many friends holding onto dying assets with teams that don’t even show up anymore This isn’t even about you rotating to Quirkies, it’s just a general feeling I think some people need to hear… if it’s a PFP project and it’s dead, broken promises, missed deadlines… no comms, founders don’t get on spaces… It may be time to cut ties and go find the projects where your liquidity is appreciated and respected.

@sarkarstix Well, what better can you expect from a culture that's been doing that for last 3 centuries..colonial mindset

🚨 Michael Vaughan calls South Africa the STUPIDEST team of the tournament "South Africa has to be the stupidest team of the tournament. If they had allowed WI to win against them, India would have been knocked out. The juggernaut that went on to defeat Zimbabwe, WI, England in semis, and NZ in finals would have been stopped in Super 8 itself." What do you think about Vaughan's views?

@WhiteWhaleLabs @cyphstrain @F0rkedNft It's actually a bit more nuanced.. the issue is being early and getting outsized supply.. what if instead you had an auction and people wanting to bid get an equal supply

@cyphstrain @F0rkedNft The ability for the average person to profit in a game that is rigged against the average person.

While they have us all debating creator fees vs no creator fees, who’s dev works harder, and what qualifies as a good “narrative” we are all overlooking what really matters: liquidity and distribution structure. Get people fighting about the wrong things as a distraction. Because if we ever fixed what was actually broken it would not benefit the elite. 🤍🐋

The whole ponzi around burn mechanism was rather apparent when people tried to use this in early meme run ups as a novel idea to reduce supply (by time locks, burning some % of tokens) But unless you address demand portion of equation, it doesnt matter if you end u burning 10% or 50%.. look at all strategy coins that have a built in mechanism and are struggling to cross 5M mark

In a previous post you suggested you operate in public. But then mentioned that if I would follow you, that you would respond to my DM. Then in another post said you didn't know how to access X DMs from a Blackberry phone. I'll approach this conversation with an open mind - for the betterment of the space. I have a few questions, coming from a very sincere place. Perhaps if you could answer them publicly - and if your answers are based in logical explanations - I would be open to considering implementing your design to augment the multiple strategies we are already working with. To begin with, I had @grok read every public tweet you've made over the last 30 days and summarize it all for me to make sure I was not missing a piece of the puzzle. I'm going to simplify a lot of concepts in how I phrase my questions for the benefit of our collective audiences who have commented many times on our exchanges that much of this goes over their heads. It seems your primary technology is the custom router with built in burn mechanism. While I agree this is a novel concept, and concur that @MeteoraAG would have to agree to implement it (that remains to be seen) I find myself a bit confused. Aggregators, such as Jupiter Swap and Titan, always route to the path of best execution. The burn percentage at the end of the day is simply part of the "cost of transaction" that will be taken into account by the aggregators. 1. If this program is immutable, how do you plan to scale the percentage of the buyback & burn mechanism as liquidity becomes more competitive? We all know for example that at early stages there's not much competition on liquidity and anyone can get away with a 1% fee structure. But as market cap and volume scale so will LP farmers and you'll see much more competitive fee rates. How do you plan to scale the percentage with growth on an immutable design? What works today would be vastly ignored by the aggregators (or way out of price sync) at even just 10X growth from now. How do you plan to address this? 2. When providing liquidity, the existing LP structures that exist everywhere already capture tokens as part of the fee structure when your LP position absorbs sells. I am very confused on the logic of buying back and burning on sell transactions because on sell transactions you're capturing the token to begin with - not USDC or SOL. You would be capturing USDC or SOL on purchase transactions. Only then would you have the need to buy tokens to burn. But your program is designed around "sells". Why not simply create a bot program that automatically claims the token side of fees and burns them? The only argument that can be made is MEV attacks on predictable transactions but the fees generated - even at scale - are not enough to be worthy of front-running. And even if they were front-run (they won't be) wouldn't that only be good for additional volume? The system you're describing sounds like an incredible marketing gimmick, but when I compare it to how the real world already works I find myself confused at what the true value add is? How is doing it this way add any meaningful impact vs just harvesting fees and using them to benefit your eco? 3. You've decided to operate in a constant product pool that is locked. Besides the inherent issues with constant product pools (and how they are ultimately responsible for most of the rug-shaped surprises in this space) the challenge you're going to face is that anyone farming fees in tight ranges can easily over-ride your pool selection with better depth at current prices. For example at a market cap of 5M a CLMM pool with a +- 5% range would only need around $8,000 in liquidity to walk all over the current size of your constant product pool. This means selection of your pool as a route for aggregators would be dramatically impacted. At a 10M MCAP less than $12,000 is needed. Even at a 1B mcap a simple $100K in a CLMM in a +- 5% range would easily vamp the majority of the volume away from your pool on how aggregators would actually route. That would only be made worse if your fee structure remained unchanged (see question 1). With these facts in mind, what was the thought process behind selecting a constant product pool design vs programatic deployment of concentrated liquidity in laddered bands? We know anywhere where true volume exists, LP farmers come out of the woodwork. I'm really curious how you you intend to capture much of that volume on the constant product pool foundation. 4. What are your projections for how meaningful this will actually be, besides from a marketing gimmick? Because I can tell you that the majority of our DEX volume comes from arb bots and perps hedge bots. But even at our daily volume the amount generated in fees is minimal. And we already use those fees for buybacks (not burns, as that messes with mcap). How do you see this making a meaningful impact to your token holders, knowing that with even really high consistent volume that ultimately the fees generated at scale (when in competition with every other liquidity provider out there) are nominal at best? 5. Making a token deflationary by using any form or variety of swap fees is something that is widely done among a lot of projects. How are you addressing the core "broken system" that allows for cheap accumulation at early stages that then provide the charts with "rug-shaped" surprises at later stages because that's the core shape of the PumpSwap liquidity structure. I believe that addressing deflationary measures without getting to the heart of what drives the brokeness of this space is akin to putting a band-aid on a cancer patient. I would love to hear your thoughts and what plans you have to address this. I sincerely look forward to your detailed reply. This isn't about ego. It's not about who's right. It's about what's best for the space. And the best idea always has to prevail.

@level941 @MeteoraAG @toly @rajgokal It just solves one part of problem.. Burn mechanics are just fad, only thing that truly works is demand, not supply gymnastics

First atomic sell-to-burn router on Solana. Every routed sell buys back and burns PIGEON in the same transaction or reverts. No treasury. No admin keys. No upgrade authority. Built on @MeteoraAG DAMM v2. Devnet next. Audit after. Mainnet after that. Dear, @toly @rajgokal @MeteoraAG @JupiterExchange @jito_sol @PythNetwork, this is the first community-built atomic burn mechanism on Solana. We need your eyes on this. Technical support, integration guidance, or just a signal boost. Thank you from the entire $PIGEON community. GitHub: github.com/level941-pigeo…

@EagleEye_Crypto I see the same chart.. Is it bags talking?

Comfy in $BUTTCOIN Look at MACD - soon 🟢 i feel like this time we are heading to $100M Bought more today Tick tock tick tock....

@StarPlatinum_ Confused...girah and haseeb are one at same? You say he's a poker player and then say he coached girah .. what's the con here?

The poker player who got exposed in a cheating scandal And still ended up running one of crypto’s biggest VC firms - Haseeb Qureshi - poker alias: “DogIsHead” / “INTERNET POKERS” 2005–2007: - starts playing poker at 16 - mostly online (too young for casinos) 2008–2010: - turns a ~$50 promo deposit into $100,000 in his first year - moves into high stakes No-Limit Heads-Up - becomes known as one of the best players in the world at that format - by 19–21, he’s made close to ~$2M total Then comes the Girah scandal Late 2010: - the forums start talking about a mystery kid crushing high stakes - people call him the “Portuguese prodigy” March 2011: - the prodigy reveals himself: José “Girah” Macedo - 18 years old - instantly becomes a poker celebrity What the scam was (the simple version) This was “he knew the other player’s cards.” The method described by victims and later admissions: - Girah runs Skype “study / coaching” groups - he targets specific opponents - during sessions, victims are encouraged to screen share - Girah can see their hole cards live - that information is fed to the account playing them Victims documented publicly: - “ImFromSweden” - “MossBoss” community estimate of total damage in the exposed set: $30k+ Where Haseeb fits into it 2010–2011 (his own later admissions + community records): - he mentored Girah - he backed / promoted him - he helped build Girah’s public credibility when accusations started, he initially tried to protect Girah Even tried to get money from his closed circle he later admitted he lied publicly to minimize how deep the relationship was “My last word to the poker world” 2011: - he publishes a long final post explaining everything in one place - he says he’s leaving poker completely The reset arc 2017: - joins MetaStable Capital (crypto VC) 2019: - joins Dragonfly during the bear market - says the firm’s old model was basically fund-of-funds 2020–2024: - Dragonfly becomes a top-tier crypto VC - Haseeb becomes the public face February 2026: - Dragonfly closes Fund IV at $650M - one of the few big raises in a harsh market Two stories at once. - a teenage poker genius - becomes a millionaire - becomes a respected coach - then gets tied to the most infamous kind of cheating scandal - becomes an engineer - becomes a crypto investor - becomes a managing partner - raises $650M in 2026

@WhiteWhaleLabs That's $Lobstar if folks are still guessing, down in dumps after the tweet

While you're chasing this massive pump, little do you know there's an almost 1M sell wall sitting at a 12.5M Mcap. A sell wall that is keeps hopping around between a 10-16M mcap. Study liquidity if you want to win this game. Not naming the token.

@ssolr_sol @MeteoraAG Risky with new coins at 300K mkt cap as some just don't recover, what's your risk management?

So, as promised, I am publishing a more updated strategy for dlmm. @MeteoraAG It is almost identical to the one published earlier, but it will answer all your questions. Yes, it's true, I exceeded 150 sol, starting with 5. That's a little over 10k greenbacks. 1/5

@evilpanda @razzaer To an extent, but with memes does anyone?

@Crypto_dhanda @razzaer It comes down to "do you know what you are doing?"

Markets has crashed and yet those that has learn how to LP are not panicking, we are still able to keep earning from our LP no matter the general market condition. This is the new meta, the skill everyone needs to learn. How to earn moonies from market fluctuations and avoid leverage altogether. Bear markets does not exists in the LP world. We can earn from dumps too. Guide on coins to avoid x.com/tendorian9/sta… lparmy.com/?ref=tendorian9 @met_lparmy @MeteoraIDN @MeteoraAG

@razzaer @evilpanda This is highly debatable... Putting 1000's on line for $100 yield while risking $1000 is counterintuitive

@evilpanda LPing is still the best RR in crypto right now by far

Time for an up only podcast from @cobie