😂 😂 😂

@sama @shiri_shh this holds true because images and anyone else who disagrees is cope

@shiri_shh no its just a better product imo (and i had a stressful week so needed diversion)

the whole twitter timeline shifted from claude to chatgpt one guy being funny and real online reversed it. engaging with your customers is the most underrated moat

@nftgerry @XRPRelic @BoredApeYC @OthersideMeta from what I can see, it was a key compromise + bid sweep via Seaport. the victim wallet itself is signing the fulfillAvailableAdvancedOrders calls and the WETH transfers out. that's only possible with the private key.

@XRPRelic @BoredApeYC @OthersideMeta Ser, if this is your wallet that had your Apes in it, it has 170 Approvals.

Not sure how but i just got hacked for all my NFTs on @BoredApeYC really sad day after so long of being in the club!! FML. I hav no idea how it happened either that wallet is never even online my guess is it had to do with playing @OthersideMeta verified through x or something

@PrestonSta36799 @spennypretzel 4,606 holders all waiting for someone else to keep swapping so the narrative survives another week. but its the canonical first artifact of the Uniswap v4 hook era! ha

@spennypretzel There in lies the problem, there is zero upside for new buyers unless it's value based

There are STRONG $uPEG bull cases right now. There are STRONG $uPEG bear cases right now. Difference being the bears will get bored and move on to another asset soon enough.

eth foundation entire premise is turning all eth users gay they have grown men buying unicorns and talking about pegging all day

upeg - the mechanism is genius: you trade the token, a unicorn appears, the unicorn does nothing, you tell your wife it's "a canonical artifact of the v4 hook era," she stops sleeping with you, your kids start calling your brother dad.

we go from punks to fuckin unicorns come on wtf are yall doing lmao

$eth heads getting a stiffy about a buncha unicorns? $upeg i would have never guessed... buy unicorns because you wanna get pegged?

@798_eth novelty token uPEG's value depends entirely on continued swap activity slow trend to 0

FOMO 和 FUD 是同一种没懂 uPEG 这两天走完了一个标准曲线。FOMO 阶段最高摸到 2500u，原子提取攻击事件之后跌到现在 1200u 附近。 腰斩。 回头看这段，核心论点一句话: 没人毁了 uPEG。是市场在 FOMO 和 FUD 之间切换的时候，两边都没懂这个项目的机制逻辑。 — FOMO 阶段是这样的。 价格涨，大家进场，买的理由是"v4 hook + 链上生成 NFT，稀有度有想象空间"。但很少有人真的去读 _onTokenTransfer 那段代码，搞清楚"普通货 burn，稀有货沉淀"这个机制怎么自洽运行的。看到的是叙事，买的是叙事。 价格因此虚高。因为他们以为自己懂了，但其实不懂。 FUD 阶段是这样的。 attacker 出现，@TIGER 发推说"出 BUG 了，有人闪电贷洗稀有度"。一片 panic。卖出潮，floor 砸穿，1200u。 但严格说，attacker 没干别的事，他做的就是普通持有者本来就在做的事，烧掉手上普通独角兽，留下稀有的。 差别只在速度。普通用户用钱包筛，每天看着卖出普通货留稀有的，节奏是天级。attacker 用 atomic 合约一笔做完，4 分钟一个循环，提取 1 只稀有，burn 99 只普通。 加速大概 10 倍量级。机制没变。普通货 burn，稀有货沉淀，这条核心动力学，attacker 不仅没破坏，反而把它压缩到肉眼可见的速度演示了一遍。 FUD 那拨人卖出的理由是项目被攻击了。但他们不是因为懂了机制才卖的，他们是因为突然看到有人在快速做这件事才卖的。看到的依然是叙事，只是这次叙事是负面的。 FOMO 在叙事正面时不懂机制。FUD 在叙事负面时也不懂机制。两边是同一种没懂。 — 栏目 005 那篇里写过一句: agent 主导的市场，不是噪声变小，是噪声重新分布。99% 的时间被压平，1% 的时间被放大。 这次 uPEG 走的就是这个 1% 时段被放大的版本。 attacker 是 agent 化的持有者。他做的事跟普通持有者一致，只是反应延迟坍缩、策略同质化、反身性提速，一台合约把人类用一周时间集体完成的稀有度筛选，压缩到几个小时。 市场没准备好这种速度。FOMO 看见涨，FUD 看见跌，中间没有"我去读一下代码看看到底发生了什么"的过渡带。 005 篇结尾那句话在这次事件上完全成立：那段犹豫，原来撑了很多东西。 — 现在该怎么看 uPEG。 刷子还可以继续刷。机制对刷子开放，这是 hadrian 在 essay 里反复表态的"做得到也不做"的反面证据：他做不到不让人刷，他也不想做。机制就是机制，所有人按同样规则参与。 age trait 让刷子的稀有度溢价被压低，但不阻止刷。这意味着今后会有第二波、第三波 atomic batch，只是规模会更小，因为 edge 在变窄。 普通持有者也可以继续按原节奏走。1200u 之后，你买入一只独角兽的预期跟一周前没变化：你拿到的可能是普通货，可能是稀有货，概率分布写在合约里没变。区别是现在市场已经把"刷子可能加速这个过程"这件事 priced in 了。 如果你 FOMO 阶段的买入理由是"稀有度有想象空间"，那个理由现在依然成立，而且经过了一次实战压力测试。 如果你 FUD 阶段的卖出理由是"项目被攻击了"，那很可能是误读。 — 001 付钱。002 身份。003 商务。004 全栈位置。005 市场行为。 uPEG 这次事件让 005 那条线第一次有了实证。机制运行的速度比人类反应快，市场需要时间适应这件事。在适应之前，FOMO 和 FUD 都是噪声。 那段犹豫，原来真的撑了很多东西。

ah shit i’ve summoned the OF wh*res 😩

@ColeThereum @zyssszysss

@zyssszysss lol bro be serious

I passed on $upeg because the unicorns are ugly and I had no desire to own one other than for a quick profit I’ve learned that i’m better off being patient and waiting for plays I actually like The tech seems cool, i’m happy for everyone who got in, it’s refreshing to see tbh

@sama Smart > fast

i keep thinking i want the models to be cheaper/faster more than i want them to be smarter but it seems that just being smarter is still the most important thing

@GrailsOTC @CirrusNFT @gondixyz Higher!

BAYC #3439 securied @ 211,111 USDC via @GrailsOTC. NFT Financing by @CirrusNFT and @gondixyz. Congrats to buyer & seller.

@MiloradTravar @therealtblake

@therealtblake I don't take financial advice from someone with a bored ape avatar 😂😂😂

I remember these articles around kids treating sneakers the same way. It was the ultimate top signal. Once finance dads open up their checkbooks for their kids to be Pokemon Card investors it’s over

So wait, you mean to tell me: -No more ApeCoin emissions, unlocks or staking -All tx fees on ApeChain get burned -A community marketplace buys and burns ApeCoin from the fees it receives. Move over UltraSound Money, say hello to UltraApe money 🦧💶

@Jason______A 😂😂😂

@JpegAppraiser HAHAHAAH

Beta male … if someone’s extra bag is in my overhead bin I will put it on the floor in the aisle and put my bag in the bin. Zero way my bag is not going over my head when I paid for that first class seat. Here let me show you how it’s done when you’re not a pussy. Step one identify the spare bag Step two throw it on the floor Step three put your bag in its place Step four sit back in your seat like nothing just happened “Who’s bag is this” says the stewardess “Not mine” says the alpha male Problem Solved

@Tyler_Did_It Not really a game I wanna be playing 😂😂😂

@Tyler_Did_It actual exposure is - BAYC must appreciate, with constant attention, forever, or the token dies.

Turns out that ethereum:0x9ebf91b8d6ff68aa05545301a3d0984eaee54a03 does not in fact trade like levered Bored Apes

@metabloxx @Tyler_Did_It In a sustained sideways BAYC market, APESTR has no mechanism to create value, multiple mechanisms to bleed value, and no recovery path. Convergence to ~0 is the structural attractor

@metabloxx @Tyler_Did_It Strategy tokens are structurally Long volatility (need BAYC to move) Long upside specifically (need BAYC to move up) Short attention decay (need volume to keep flowing) Short the underlying NFT collection's terminal value (the more apes accumulated, the worse the burn engine is