doombot
33.1K posts
doombot
@DOOMbotMask
Writer of long threads. Strategy tactician above the trenches. @DeGodsNFT OG Class of 2021
Katılım Mart 2021
4.9K Takip Edilen9.9K Takipçiler
@rich_adul @solanamobile @HyperliquidX @prjx_hl @felixprotocol Yeah I've noticed that as well. But given how big Hyperliquid is right now, and it looks like the winner for the foreseeable future, I have to think there's upside to the EVM tokens if/when they trade on Hypercore right?
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@DOOMbotMask @solanamobile @HyperliquidX @prjx_hl @felixprotocol 😖Hyperliquid users are only interested in contract trading. The EVM chain can‘t make people excited.
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FWIW:
Generous airdrops of $JUP, $ME, $BONK, Tensor, @solanamobile etc absolutely sparked the crazy run on the $SOL ecosystem in 2023-2024. User liquidity everywhere
Imagine if @HyperliquidX ran the same playbook for $HYPE via $UNIT, @prjx_hl, @felixprotocol, more $KNTQ etc 👀
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@solanamobile @HyperliquidX @prjx_hl @felixprotocol To be fair: different market, different economy, I don't know how the market maker side of this works.
I do know that when $HYPE pumps, there's not a lot of options for native tokens to grab next. Narrow list means $KNTQ and $SWAP were/are easy trades.
Buyers . . . exist 😲
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@vangoyaa Plenty of tokens have this kinda chart and never went back up :/
NFTs can’t create a positive experience for holders without friction. Zero friction = backwards alignment.
Note my excitement about Zora here, in its first iteration as an artist-first platform 😓
doombot@DOOMbotMask
Imagine a Shohei Ohtani autograph card in the dynamics of the NFT market: this one is going for about $3,000 right now, there are others at different rarities/prices. Let's just say $3K is the current floor. Every time the Angels win or lose, price moves.
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If you’re still in NFTs, read this twice. 🚨
• Aug 9, 2021: $1.6B Market Cap (The start of the mania)
• March 31, 2026: $1.4B Market Cap (The point of maximum pain)
We are officially at the 2021 floor. We didn't just hit a support level we hit the bedrock.
Everyone is districted by the "NFTs are dead narrative," but they’re ignoring the most obvious signal in the market: The Full Retrace.
The data shows we just hit a total reset.
This is the NFT bottom.
Bookmark this post.
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@Flowslikeosmo @arndxt_xo I still think the Clarity Act will revive the altcoin market and create a genuine bull run (if macro allows)
Post by @deseventral here on token design flaws, deserves LOTS more attention. I dunno how easily these undervalued tokens can pivot to value, even with friendly laws.
s e v e n@deseventral
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@Flowslikeosmo @arndxt_xo The metrics on $MET vs. its marketcap are absolutely nuts too.
Problem is lack of ability to bake value of the platform into the tokens themselves. $CLOUD is a massively undervalued gem, top of my list as well.
SEC is taking steps, low-key declared some alts non-securities.
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I ran a DeFi value screen on DeFi Llama:
P/F under 5x, positive 30d revenue growth, real scale.
Only 16 protocols passed.
1. Sanctum $CLOUD +58.7%
2. Lido $LDO +4.8%
3. Benqi $QI +21.6%
4. Usual $USUAL +365.9%
5. Kinetiq $KNTQ +34.3%
6. Aethir $ATH +18.3%
7. Based $BASED +16.5%
8. ether.fi $ETHFI +4.9%
9. Thena $THE +27.0%
10. PancakeSwap $CAKE+3.7%
11. Stake.Link $SDL +0.3%
12. Uniswap $UNI+149.6%
13. Origin Protocol $OGN +0.2%
14. DoubleZero $2Z +23.6%
15. Velodrome $VELO +5.5%
Sanctum ( $CLOUD) is trading at 0.21x P/F, with $81M in annualized fees against a $17M mcap.
→ Revenue up +58.7% MoM.
The market is pricing this like it's dying, yet the data says otherwise.
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Something THIS good has under 1K views?!
If you’re still here: read it.
s e v e n@deseventral
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Meanwhile
Ondo Finance@OndoFinance
The CLARITY Act could be law by April 3rd. “I think it's quite realistic given the level of work that's been put into crypto being made in America once again.” @patrickjwitt (White House Digital Assets) and @PatrickMcHenry (Ondo Vice Chairman) on why optimism is justified.
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Tip: wanna buy an undervalued token like $SWAP, but don't like the volume on DexScreener? Check Hypercore Spot.
Then CEX listings (see @MEXC_Official ☺️)
Seems like the only HyperEVM tokens with a CEX listing right now are $SWAP and $PURR.
Now what's @HyperSwap Terminal? 👀
HyperSwap@HyperSwapX
HyperSwap Terminal - Coming (really) soon The terminal to house all markets
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doombot retweetledi
If you didn’t get it then, hopefully you’ve got it now.
“Life changing money” in crypto is probably over.
Sports betting and prediction markets are more engaging and entertaining avenues for gambling. The downside is far more manageable.
NFTs and memecoins are rigged and have become a punchline in mainstream culture. We cooked the golden goose while acting like clowns.
The upside? Wealth creation in crypto is an easy layup, as long as you plan for it.
We have easy compounding gains and yield that’s unrivaled in TradFi.
“We’re early” now looks like 2x on an established alt with future catalysts (ex: currently $UNI $CAKE and $MET).
You can buy with size, hold spot months on end, and not worry about an overnight crash.
Shaving profits off your trades until you’re guaranteed positive PnL for your winners.
Five figure airdrops are no longer a given, but farm wisely and you probably hit 1-2 in a year.
IMO the current Clarity Act noise is standard Senate negotiation tactics. A positive outcome feels inevitable, because it creates too much money to pass on for influential people and companies.
ETH and BNB will run and store RWAs and post-regulation profit sharing DeFi tokens.
Alt-season will follow.
Some short-lived meta will probably offer a 100x with even worse long odds than NFTs in 2021 and memecoins in 2024.
Retail dead money ain’t coming in. Polymarket and DraftKings are strictly better and more accessible for a dopamine hit.
But that kind of gambling rarely leads to reliable wealth creation.
That’s what we have in here.
No financial options out there can match what you’re still doing day to day.
That’s your edge.
Use it.
doombot@DOOMbotMask
@genuinearticles @kevindegods @PixelRainbowNFT @pastagotsauce @0x_chill “Life changing money” is a lie and a trap. Maybe you get there, but the best way to make sure it *doesn’t* happen is to recklessly insist on it with dumb bets. Wealth creation and growth: pretty much guaranteed.
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FWIW I'd recommend putting some LPs into @katana right now.
(I dunno how my $KAT stacks up here, prob need to ramp up)
Katana ⚔️@katana
on Katana, users win ⚔️ $42k+ in vaultbridge & AUSD treasury yield are being donated to users in katana yearn vaults. raising the value per vault share (yvvbTokens). donations over the next 7 days: 🔹3.6 ETH 🔹21k USDC 🔹3k USDT 🔹7k AUSD 🔹0.003 WBTC the flywheel in motion.
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@katana Tightened up the vbUSDC-vbETH range a few days ago on @SushiSwap.
Got a bit more yield than the 123.35% ;)
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$1m insurance backed protection for depositors pretty much the best way to onboard new crypto users. Defeats every negative narrative about the industry.
Plus @aave just released v4 testnet.
Let's see what they can do with the new liquidity 😁
Institutional Supercycle.
Aave@aave
Introducing Aave App, a smarter way to save.
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doombot retweetledi
Have seen this movie before: $RAM has the same high holder revenue system as $SHADOW and $x33 on Sonic.
Except, you know . . .
Hyperliquid.
(Oh, $1.9m marketcap and in Epoch 1 😁)
RAMSES@RamsesExchange
The $RAM token hasn't been live for 7 days yet, but according to @DefiLlama we are number 1 on HyperEVM for holder revenue over the last 7 days. Starting off strong:
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