LafaMarino

Releasing the deep dive on Metadao ($META) I wrote at the end of September now—enjoy the read substack.com/home/post/p-15…

@GregusJakub @ZeePrimeCap @helium @ecb 🥰

@ZeePrimeCap going back to da roots with new muscle who will dig as deep in your projects as we used to in 2019 & 2020 before we got old 👨‍🦳👨‍🦳our new guy was biggest local @helium reseller, sabotaging @ecb from killing crypto in Europe and he also managed decent crypto liquid book. So hit @LafaMarino with your decks, with good or ideally weird ideas.

Excited to welcome @LafaMarino to the team at @ZeePrimeCap, bringing fresh energy, sharp insight and more autism to the firm.

@mattigags @ZeePrimeCap Cool

@MMTFinance No words needed x.com/lafamarino/sta…

We're following a select few today! Reply with one reason you deserve to be one of them 👇

$Syrup looks attractive, the revenue run rate multiple is near an all-time low, and utilization is continuously increasing across every category. The numbers speak louder than a thousand words.

@TraderNoah @jerallaire 150 million dollars to pump the price of Metadao

@jerallaire your move

@MUDBONE3003 @reisnertobias Pear protocol

@reisnertobias What app is this?

People hate Melania less than Trump. Would not trade that but funny chart anyways.

@DanDeFiEd Gm,dmed

My only takeaway from ETHCC is that believing French food is better than Italian is the biggest psyop in modern society

@Davissko_ Background mostly in liquid crypto, here at EthCC too - happy to meet if you're still around

Omw to EthCC looking to connect with founders and VCs that are still sticking around. Who should I meet?

Geodnet saw its largest burn last week at $160k. About 82% of newly minted GEOD tokens were offset by the burn, also a new high.

Every crypto cycle has something that looks a lot like gambling, but people call it having edge and knowing what they're doing. PumpFun, Polymarket, oil trading on Hyperliquid. Crypto options trading could be next

@reisnertobias Source?

Extremely Profitable Traders are bearish.

All the players on Polymarket are focused on short-term gains, but no one pays attention to long-term Polymarket bets (running until the end of the year), where you have the chance to take positions with about a 95% lower probability of losing compared to crypto while earning 10-15% yield, plus an additional ~4% yield from Polymarket for holding a long-term position. And it’s possible to do it with size

Everyone hates the $PUMP token because they don’t see any future for meme tokens - “the market is already so mature, who would still be involved in such nonsense?” And then you look at the revenue and realize that nothing has gone anywhere: it’s still printing $1M+ just like it always has

There might soon be a generational opportunity to buy Dubai real estate

@bottomblastcap cfd short emaar

how do i short dubai real estate?

@arthur0x say no more

Crypto markets have fully transited from a venture back growth focused valuation market to short term cashflow generation focused to have the most likely path to generate acceptable returns to investors. Investors that missed this memo are just going to incinerate their capital endlessly. Venture crypto is dead, long live cashflow crypto.

@derteil00 I’d be curious to know why. Because buying a Dubai REIT right now looks like a total topblast, the R/R is definitely not here. If you’ve been there, you’ll definitely understand what I mean, especially considering how long EMAAR.AE has been running up

Withdrawing some stables into IRL. Buying quite a lot of Dubai REIT, participated in the IPO at $1.1, now buying more.

@ceterispar1bus Wait until you see them injecting girls’ faces live on stream

uhh, so i don't know much about this looksmaxxing thing but apparently these dudes are literally taking a hammer to their face to give them a chiseled jaw? ???