☛ anon1

price is what you pay, value is what you get

@thepropgallery Curio cards

15 underrated NFT projects DeadFellaz (October 2021) CyberKongz (Genesis 2021) Cool Cats (July 2021) Gutter Cat Gang (June 2021) CrypToadz (2021) The Plague (2021) Rektguy (2021–2022) Chimpers (2021) Creepz (2021) Doodles (2021) Sup Ducks (2021) Creature World (2021) Invisible Friends (2021) The Mories (October 2021) Mutant Cats (2021) Who am I missing ?

J'ai accumulé $AAVE pendant la panique. Et je vais t'expliquer pourquoi je n'ai pas vendu. Depuis l'exploit Kelp DAO, CT prédit la fin d'AAVE. Les marchés à 100% d'utilisation, la bad debt, la contagion. Tout le monde sort. Tout le monde panique. C'est exactement le moment où je regarde les fondamentaux au lieu d'écouter le bruit. Oui les marchés $USDT et $USDC sont à 100% d'utilisation sur AAVE V3. Oui 3 milliards d'USDT et 2 milliards d'USDC sont bloqués. Oui des baleines comme Justin Sun ont retiré des milliards dès les premières heures. 355 000 AAVE ont afflué sur les exchanges en une journée, soit 32 millions de dollars. La moyenne mensuelle c'est 31 000. On parle de 10 fois la normale. C'est réel. C'est grave. Je ne minimise pas🩸 Mais voilà ce que la panique fait oublier. AAVE lui-même n'a pas été hacké. Aucune vulnérabilité dans le protocole. L'attaquant a exploité un actif tiers accepté comme collatéral, rsETH, via son bridge LayerZero. La distinction est fondamentale. Un protocole dont le collatéral est attaqué n'est pas la même chose qu'un protocole dont le code est compromis. AaveChan a réagi en moins d'une heure. Arrêt du programme Frontier, libération de l'ETH pour la DAO, gel du marché rsETH. Ce n'est pas un protocole qui subit. C'est un protocole qui gère. Ce matin AAVE a confirmé que rsETH sur Ethereum mainnet est totalement garanti. rsETH reste gelé sur V3 et V4 par précaution, et les réserves WETH restent gelées sur les marchés concernés. Ce n'est pas le communiqué d'un protocole en train de s'effondrer. C'est celui d'un protocole qui valide et qui résout. La bad debt estimée tourne autour de 200 millions de dollars. C'est significatif. Mais AAVE gère aujourd'hui plus de 20 milliards de TVL sur l'ensemble de ses marchés. On parle d'environ 1% du total. Et le Safety Module existe précisément pour absorber ce type d'événement. Des millions de tokens AAVE sont stakés pour ça. Les utilisateurs qui ne peuvent pas retirer leurs avoirs vivent quelque chose de difficile. Mais leurs fonds ne sont pas perdus. Ils sont illiquides temporairement parce que la demande de retrait dépasse l'offre disponible. C'est une crise de liquidité, pas une insolvabilité. Une banque qui ne peut pas rembourser tout le monde en même temps n'est pas forcément en faillite. Le token AAVE a pris -15% dans la journée. 355 000 tokens envoyés sur les exchanges. La panique a fait son travail. Les mains faibles sont sorties. ❌ rsETH n'aurait pas dû être accepté comme collatéral à cette échelle. Un actif LRT exposé à un bridge cross-chain avec des centaines de millions en exposition c'est une erreur de gouvernance corrigeable, pas une faille structurelle fatale. AAVE a survécu à 2018, à 2022, au crash Terra. Il survivra à Kelp DAO. 2400 institutions sont dessus. BNP, BNY Mellon, SG via Fireblocks. Ces acteurs ne construisent pas leur infrastructure DeFi sur un protocole pour le fuir au premier incident. J'ai donc accumulé hier. Parce que quand la panique vend les fondamentaux, c'est là que se construisent les vraies positions. La thèse long terme d'AAVE n'a pas changé en 48 heures. Seul le prix a changé.

Pulse Pain #Pulsechain

@PeterVanderle13 @DrocksAlex2 what happened with it? its now constantinople?

@DrocksAlex2 97 now on top of the list for deregistration Should we set up a rescue fund? Would be a shame to lose FlameWire

$TAO Bittensor subnet 97 does not deserve a deregister I'm using it in prod to power Taoflows.app backend, the product works and the miners do their part. Owners are invested and active.

@CryptoTrigger1 @QNTkey cool off feels about right, lets see. So you dont think the SoS trends towards 1 over time?

@Lancer2Bengal @QNTkey I think Hippius is due a cool off period (much like what Score is doing now) but yes, ultimately I think it’ll go quite a bit higher I think most quality subnets will do multiples from here, I expect a SoS most people probably wouldn’t believe today

More inclined to believe $TAO needs a good flush down from here. Shitshow in subnets, need to kill the momentum of pumpers and dumpers in the eco Probably back to short term bearish until focus returns to what’s important $dTAO

@CryptoTrigger1 @QNTkey you guys think hippius can move a lot higher against tao?

@QNTkey Chutes 64, Templar 3 and Targon 4 are my biggest. Have smaller allocations to Score 44, Gradients 56 and Quantum 63 Would like to stack some Hippius 75 but waiting for a pullback if we get one

@_lalchand_ @mentatminds why are they? ( I genuinely don't know)

@mentatminds Crooks and 🤡 you are ! How dare you !??!

The power of Mentat SoS. This user was on Mentat SoS and took advantage of the huge rise in subnet 115 to exit the strategy. And he reinvested in it as soon as the subnet price fell. Result: +100 TAO in a few hours, without any effort.

@here4impact @mentatminds what do you mean?

@mentatminds guys…come on… tao.app/portfolio/5EnC…

@ProfETH_eth @tseutseutao tnx prof

@Lancer2Bengal @tseutseutao taorevenue.com

$TAO #SN19 - Monitoring prominent names and wallets accumulating. Not sure this dip will dip lower at all.

@Rager @capraapp Rager are you still thinking to open a discord?

If you trade and invest in crypto you're going to want to check out @capraapp

@ProfETH_eth @tseutseutao hey where is this screenshot from?

@tseutseutao Bro they are like no. 1 sellers. Look at their address, they are selling non-stop. They extracted 2,000 $TAO just in the last 30 days (blockmachine + vidaio + hippius).

@gordonfrayne @Grayscale @BarrySilbert gordon do you think the sos has peaked short term?

The @Grayscale Decentralized AI fund is now comprised of more than 30%+ allocation to Bittensor $TAO @BarrySilbert knows...

People are so SO bearish on Crypto right now. But why? How can you be bearish when: · Bearishness is literally the fuel for the next leg up (positioning gets light, sellers get exhausted). The market just did what it always does mid-bull: punish leverage, liquidate late longs, and reset funding. A violent dump is exactly how strong trends refresh(weak hands out → stronger hands in). · Cycles don’t end because of a pullback — they end after euphoria, not fear. We still haven’t had any euphoria yet. Bitcoin from $80k to $110k isn’t euphoria… · More institutions can buy than ever before, with cleaner custody, compliance, and reporting. · Stable coins are still the killer app: on-chain dollars keep spreading. · The world is still drowning in debt and monetary debasement incentives haven’t gone anywhere. They’re spooling up. · Clearer rules don’t cap upside — they unlock bigger allocators. Just look at the progress of the Market Structure Bill that’s whizzing through the various parts of the US Gov. · When the crowd is convinced it’s a bear market, upside surprises become more violent. · The Federal Reserve is back to net Treasury buying. Not “QE for risk assets”, but still a meaningful signal. Starting from 12 Dec 25, it’s doing $40 Billion per month of Treasury buys. · The New York Stock Exchange is building a tokenised securities platform (via Intercontinental Exchange) that aims for 24/7 trading, instant on-chain settlement, and even stablecoin-based funding (pending approvals). That’s not “crypto hype”, that’s the world’s most iconic exchange moving the rails on-chain. This is the kind of institutional adoption people claim they want… and then they still get shaken out by a 20–30% drawdown. · Tokenisation is no longer a side-show. The World Economic Forum is openly framing it as an accelerating trend, and notes that **BlackRock leadership has been talking about tokenisation expanding the investable universe. · The Japanese 10Y Yield surge is rug-pulling all global risk on assets. This is forcing CBs to cuts rates and/or be prodded to stimulate more. Patience is a scarce ability for investors today in a world of instant stimuli everywhere...

@Thony4741 and do you have much experience with 3D?

@Lancer2Bengal I think more than 10 hours if i did it straight

For 3d modelers out there. How much is this worth? I mean someone asked me to model this, and my asking price is $30. #BLENDER #blender3d #b3d

@Rager that would be amazing Rager, was in your last DC back in 2020

Watching people charge for gated crypto groups while arguing narratives is exactly why I’m opening a free community Strategy > ideology Risk management > tribalism A place to actually talk crypto strategy, alts, and how to stack more BTC without paywalls Everyone should have access to good information

@CallumOnCrypto @extendedapp nice, cheers Callum

@Lancer2Bengal @extendedapp Doing regular delta neutral it's around $1/point If you use funding arb, and place limit orders, it's even less

Bring back these days for @extendedapp! On a real note - the points you're getting now will seem like this when you look back, closer to TGE! There's no time like the present to farm! Especially when OTC prices are already >2x farm costs Points boost: app.extended.exchange/join/CALLUM

@TimeFreedomROB $20 you say?

$AERO is primed on the monthly to melt your face off The Crock Pot is Cooking Mid 2026 will be EPIC

@Thony4741 how many hours you reckon?

@Lancer2Bengal It took me 3 days to finish it, but not continuous time..