joe.ether

5.5K posts

joe.ether

joe.ether

@GenuignJoe

trader, investor, professional money loser • MAYC #2523 • Litecoin Maxi

Katılım Ekim 2012
673 Takip Edilen731 Takipçiler
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joe.ether
joe.ether@GenuignJoe·
Few are positioned for 2026.
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Hemdawg
Hemdawg@Hemdawg_·
Gm ☕️
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Thomas Massie
Thomas Massie@RepThomasMassie·
Some folks don’t want my posts to show up in their feed. As a public service, I am volunteering to block any who feel this way. Indicate your desire to be blocked by replying to this post with a negative statement. See link in bio to get unblocked. America First! MAGA!
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Iran warns the US-Iran agreement "will be completely cancelled" due to ongoing US obstruction on clauses including the release of Iran's $100 billion of frozen assets, with the US now trying to link them to nuclear concessions which Iran rejects, per Tasnim. The White House is now backing away from yesterday's "largely negotiated" claim, conceding the deal "could still fall apart," per senior US officials. Trump himself walked back urgency on Truth Social from yesterdays "deal coming shortly" to now stating "time is on our side" and saying the blockade "will remain in full force," which Iran also says needs to be lifted in order sign any agreement.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The US and Iran are closing in on a deal that would extend their ceasefire by 60 days and lay the framework for discussions on Iran's nuclear program, mediators say. Details include: 1. This would include a "gradual reopening" of the Strait of Hormuz 2. It would also include a commitment to discussing the "diluting or handing over" of Iran's highly enrich uranium 3. The US would ease its blockade of the Strait of Hormuz and agree to sanctions relief 4. The US would also begin a phased unfreezing of Iran's assets Both sides are nearing a "memorandum of understanding" to extend a ceasefire.
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Drewth
Drewth@DrewWeidert·
@follis_ Fear hit 5 at 59k lowest ever measured
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フ ォ リ ス
フ ォ リ ス@follis_·
We probably get another 6-12 months of downside chop before the next bull run Market only bottoms once sentiment is in the absolute gutter Not with prices still ~40% from the highs Maybe this time will be different But I'm not betting on it bitcoin:native
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joe.ether
joe.ether@GenuignJoe·
@tedcruz Why…? The man just got lambasted. Let him take a jab
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joe.ether
joe.ether@GenuignJoe·
Hey @RepThomasMassie , sorry about the loss. But hey, the road to Massie 2028 is now open. Send it, brother! 🫡 🇺🇸
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joe.ether
joe.ether@GenuignJoe·
@SaroshQ2022 I heard that Pantera dumped their position. Then I saw that they entered the seed round at 1 penny. If I’m out of my vesting period, I’d take a 40x too.
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Sarosh
Sarosh@SaroshQ2022·
$Ondo Q&A Fake News or Real? Q: “Hey Sarosh, I keep seeing people on X saying the ONDO team is dumping coins on holders. Should I be worried?” A: First thing I say if my kids bring me anything is "CONSIDER THE SOURCE." CT is a cesspool of dimwits and clowns engagement farming. Next thing I do when I see posts like this is slow down and ask what I’m actually looking at instead of reacting emotionally to a screenshot designed to trigger fear. The very first thing I noticed here is there’s no actual date on the screenshot. Just “2h ago,” “8h ago,” etc. People on CT do this nonsense constantly because removing context makes everything look more dramatic. If you don’t know the timing, the vesting schedule, the purpose of the transfer, or whether it’s operational, treasury-related, market making, liquidity provisioning, OTC, exchange inventory, or actual selling, then you don’t really know anything yet. Second, I think people forget something very basic: teams, founders, employees, early investors, market makers — they all eventually monetize some portion of their holdings. That’s not unique to ONDO. That’s literally how every business, startup, and protocol functions. People work for years building something with the expectation that equity or tokens eventually have value. Now, if I suddenly saw massive, repeated exchange inflows during a major breakdown in structure while insiders were aggressively unloading into weak liquidity, then yeah, I’d pay attention. But one transfer screenshot floating around X without context doesn’t automatically mean “team dumping on retail.” Crypto Twitter jumps from zero to conspiracy in about 14 seconds. What I care about is the bigger picture: Is the protocol still growing? Is adoption increasing? Are institutions still integrating with them? Is the token still functionally relevant to the ecosystem? Is liquidity improving or deteriorating? Is price action confirming real distribution or just normal volatility? That matters more to me than anonymous panic posts farming engagement. And honestly, if someone owns a coin but a single wallet transfer makes them want to smash the sell button immediately, then I’d argue they probably didn’t understand the investment thesis in the first place. That’s emotion-based positioning, not conviction-based positioning. I’m not saying ignore wallet activity. I absolutely monitor it. But I also don’t treat every exchange deposit like the sky is falling. Sometimes coins move because entities need liquidity, inventory, operational flexibility, custody changes, or hedging. The important thing is separating: “coins moved” from “the entire project is collapsing.” Those are not the same thing. Nameless faceless TWATS!
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joe.ether
joe.ether@GenuignJoe·
@Hemdawg_ Seems like a no brainer at these levels
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Hemdawg
Hemdawg@Hemdawg_·
Mog at 60M with a 1.5B ATH and 6M liquidity is kinda insane. Everyone already says mogged, mogging, looksmaxxing. The meme already won. Official Pit Vipers collab. One of the few memes with an ETF filing too. Chart just bottomed at the exact same level as Feb 2024. ETH is also the same price as Feb 2024. MOG is coded to ETH. ETH 4-5k and this probably does a stupid move. Nothing beats a ethereum:0xaaee1a9723aadb7afa2810263653a34ba2c21c7a candle.
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joe.ether
joe.ether@GenuignJoe·
@2xnmore Where is proof that this vote is coming up?
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2xnmore
2xnmore@2xnmore·
Most $ONDO holders are about to get blindsided by a vote they never knew existed. The fee switch has not passed yet. That window is still open. Everything you need to position before the crowd finds out is in this thread. Read it before the price does the explaining for you.
2xnmore@2xnmore

The $ONDO DAO has 190,000 token holders. Only 3,040 have ever touched governance. The vote that decides everything about this investment has not even been filed yet. Most people bought $ONDO because of the narrative. BlackRock. Clearstream. Deutsche Börse. Tokenised Treasuries. The story is real, and the protocol is legitimate. $3.57 billion in TVL. $66 million in annual management fees from real assets. But here is what nobody told you when you bought: None of that revenue touches the $ONDO token right now. The Ondo DAO has had 9 proposals in its entire history. The last one was executed in January 2024. It was not a fee switch. Zero active proposals today. 190,000 token holders. 3,040 delegates. 1.6% of holders are participating in the governance that controls the future of your investment. The other 98.4% are holding a vote they have never cast. Protocol fees flow into Ondo Finance Inc., USDY LLC, and the Ondo Foundation. Operations. Audits. Legal. Compliance. Whatever remains stays with the corporate entities. Not with you. The fee switch changes this entirely. If it passes, protocol revenue begins flowing directly to token holders. That single vote is the difference between $ONDO being a speculation instrument and a cash flow asset. This structure was not an accident. Tokenised securities live inside regulated wrappers. Ondo deliberately kept the token outside the revenue loop during the build phase. You do not flip a switch before the rails are in place. SEC no-action letter received. Clearstream integration announced. DTCC partnership confirmed. 500 million regulated investors now have onchain access to US markets. The rails are now in place. Before you size your position, answer this honestly: Are you investing in Ondo Finance (the protocol) or $ONDO (the token)? Right now, those are two completely different bets. The protocol is already winning. The token is still waiting for permission to participate in that win. The window between now and that vote is the only time you can position before the crowd understands what they are actually buying. Most people will find out what $ONDO really is the day the fee switch passes, and the price has already moved. The people who understood the governance structure before the vote will not need to explain themselves later. Track the DAO. The most important moment in $ONDO history has not happened yet. You just understood it now.

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joe.ether
joe.ether@GenuignJoe·
Ondo added $500m to TVL today
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Hemdawg
Hemdawg@Hemdawg_·
What if?
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ᴛʀᴀᴄᴇʀ
ᴛʀᴀᴄᴇʀ@DeFiTracer·
🚨 WARNING: THE COVID-LIKE DUMP IS ABOUT TO REPEAT!! We all remember the COVID story. It also started with 1 case of "flu" And turned into A GLOBAL SCALE COLLAPSE. A few weeks ago, an outbreak of hantavirus was detected. This virus has a 40% mortality rate, while COVID-19 has only 1%. This is literally the plot of the movie “Contagion”. If this gets confirmed in even one huge city, Markets will drop 10-15% in a single trading day. Cruise ships are only the beginning. Hantavirus has a long incubation period (up to 40-50 days). That means hundreds of passengers from that ship, And the people who came into contact with them have already spread across the world. Airlines, hotels, and the entire service sector (ETFs like JETS or PEJ) turn into garbage. Investors will start massively exiting “reopening stocks”. They remember lockdowns, and this one will be a hundred times harder. Because of the extreme lethality of the virus. In 2020, the world shut down because people feared hospital overload. In 2026 with hantavirus, people will simply refuse to go to work. If mortality among the working class (ports, factories, logistics) becomes widespread, Global trade will simply stop. This is not inflation. This is the physical absence of goods. There are no approved vaccines against hantavirus with proven effectiveness. The mRNA technologies that saved the world from COVID may not work as quickly against this type of virus. Complete helplessness of modern medicine. Investors lose faith in the “technological miracle”, triggering a flight into gold and cash. A mortality rate 20 times higher than COVID-19 will wipe out $20 trillion in market cap within a month. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...
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Meet Kevin
Meet Kevin@realMeetKevin·
Sorry ladies and gentlemen, markets down because I went on vacation.
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joe.ether
joe.ether@GenuignJoe·
@2xnmore To me, the token is connected. It’s no different than a stock. Some stocks to dividends, some do buy backs, some allow voting on decisions, some do none of that. As of right now, Ondo only allows voting because they’re extremely compliant and don’t want sec troubles.
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2xnmore
2xnmore@2xnmore·
Everyone is talking about $ONDO like it is the future of finance. Nobody is talking about what the token actually does for you right now. Here is the part that will change how you look at this investment. Ondo Finance is genuinely impressive. They tokenized short term US Treasuries, money market funds, and are now moving into tokenized stocks and ETFs. Total value locked sits at $3.57 billion across multiple chains. The protocol generates approximately $66 million annually in real management fees from real assets. This is not vaporware. This is one of the most legitimate RWA projects in crypto. But here is where it gets complicated. The people earning that Treasury yield and those management fee returns are the holders of USDY and OUSG, Ondo’s actual financial products. Not the holders of the $ONDO token. So what does holding $ONDO actually get you? A vote, that is it. No staking rewards. No revenue share. No buybacks. No burns. No requirement to even hold $ONDO to use any Ondo product. DefiLlama confirms it plainly: protocol fees are real and growing. Revenue flowing to token holders is zero. The fees Ondo collects flow into corporate entities and subsidiaries: Ondo Finance Inc., USDY LLC, and the Ondo Foundation. Those entities cover operations, audits, legal costs, and compliance. Whatever remains stays with them, not with you. This structure was not an accident. Tokenized Treasuries and securities live inside regulated wrappers. To stay compliant in the US and globally, Ondo deliberately kept the token outside the revenue loop. The protocol wins. You get governance rights and hope. Now here is the part worth paying attention to. The Ondo DAO is expected to vote on a fee switch in H2 2026. If that vote passes, a portion of protocol revenue begins flowing to token holders through direct distribution or programmatic buybacks. That single governance decision is the difference between $ONDO being a speculation instrument and a cash flow asset. Everything you are betting on right now sits inside that vote. Not the TVL. Not the institutional partnerships. Not the BlackRock integration headlines. The fee switch. So before you size your position, ask yourself one question. Are you investing in Ondo Finance the protocol, or are you investing in $ONDO the token? Because right now those are two completely different bets. The protocol is already winning. The token is still waiting for permission to participate in that win. Track the DAO proposals. When that vote drops, it will be the most important moment in $ONDO’s history. The people who understood this distinction before the vote will be the ones who positioned correctly before the crowd figured it out. Most people will only understand this after the price has already moved. You just understood it now.
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