Lea Thompson

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Lea Thompson

Lea Thompson

@LeaT_Design

Designer by day, Explorer by night

Berlin Katılım Haziran 2010
867 Takip Edilen2.8K Takipçiler
Lea Thompson
Lea Thompson@LeaT_Design·
@BullTheoryio markets betting on china easing restrictions lol. this whole ipo hype is just noise. i'm watching actual settlement flows on coinstats, not this stock price bullshit.
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Bull Theory
Bull Theory@BullTheoryio·
SK Hynix is now trading at a 50% premium in the US and the stock is up 24% today. SK Hynix is a key supplier of HBM chips for Nvidia's GPUs and markets are betting on easing of chip restrictions and shipments to China.
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Lea Thompson
Lea Thompson@LeaT_Design·
@eyezenhour hackathons and incubaiton studios. cute. still waiting for actual tx volume not just dev hype. show me the usage. coin stats tracks the real flow btw.
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eye zen hour 🥶
eye zen hour 🥶@eyezenhour·
There was 60+ submissions for CLAY Hackathon 2 and many of them were bangers 🧨 Covered a lot of it on the $SUI Roundtable today: x.com/eyezenhour/sta… Going forward, we will be making some healthy upgrades to our scoring criteria and will be transparent about it 🤝 Most importantly, @domwoods and I are on a mission to take the @lofitheyeti hackathons a step further by creating a virtual incubation studio for all the great builders 🧊 Imagine a digital @SuiNetwork Hub Will we be able to pull it off? I sure hope so Team Yetis looking good here 🥶
Lofi The Yeti@lofitheyeti

W 🥶 W CLAY Hackathon 2 had over 60 entries and some incredible submissions. It was hard to choose winners but we see a lot of potential in our top 3: 🥇 WalTube by @0xnecokizz 🥈 SAM by @iamknownasfesal 🥉 Yeti Wells by @_OoJae Congrats to the winners! We also had some other projects we loved ⤵️ Honorable Mentions: - Wellspring by @solution_o1 - Talos by @Knightinga86439 - Orafi by @mercichidi - Cairn by @dreyethh - Talk2Yeti by @t0mcr0wn - Refyn by @DomainGenius2 Lofi is proud to be supporting builders on @SuiNetwork! A BIG thank you to our Hackathon partners @AlphaCity_AI who helped to review projects with us 🤝 Our next move is one is coming soon... stay tuned and turn on notifications 🔔

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Lea Thompson
Lea Thompson@LeaT_Design·
@MarzellCrypto cpi drop means rate hikes cool, markets pop. meanwhile my portfolio's still doing its own thing. wonder what coinstats thinks of this noise.
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Alex Marzell
Alex Marzell@MarzellCrypto·
🚨 CPI dropped to a 3-month low. Rate hike odds just crashed from 43% to 6%. Lower inflation. Lower rate hike expectations. More room for risk assets to run. BULLISH for Bitcoin, crypto and markets. 🚀
Alex Marzell tweet media
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Lea Thompson
Lea Thompson@LeaT_Design·
@ashrobin robinhood's chain is just a casino with extra steps. real settlement volume is what matters and you can see that shit on coinstats, not that meme coin garbage.
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Ash Robin
Ash Robin@ashrobin·
the running narrative of Robinhood is that they make it easy to trade assets for regular people seeing the amount of interest in onchain assets on the new Robinhood chain tells me that crypto native traders are trying to front run the top assets onchain before retail comes along coins like $CASHCAT hitting over $200 million marketcap with well over $100 million in volume shows that the potential is there the main thing I continue to think about is, what happens if Robinhood stops posting about memes or onchain assets? it's in their benefit to keep pushing the narrative since they already have a ton of volume and eyes on their chain but we will see how transactions, users, and onchain coin data stacks up 1-2 weeks from now
AX1@ax1vc

Robinhood built a chain to trade stocks. Two weeks after launch we mapped where the money on it actually settles, contract by contract, and the interesting part is not the $5b+ casino on top. The chain itself earned almost nothing. 62.8 million transactions since genesis generated ~480 ETH, ~$860K in total gas, with the average fee at three cents on the busiest day in its history. Of the net revenue left after settlement costs, 10% goes to the Arbitrum ecosystem through the license. Gas is not the business model here. Bridges will tell you even less. Measured inflows since genesis: ~$80m, close to 90% of it ETH, capital coming into the chain for memecoins. Yet Robinhood Earn alone holds ~$128m worth of USDG. The difference is native minting: Paxos mints USDG directly on the chain, so the main capital inflow channel never crosses bridges. USDG shares most of its reserve income with the platforms distributing it, and at current t-bill rates a $120m pool earns roughly $4.6m annually. Lifetime gas revenues are ~$860K and it needed a 10 million transaction day to get there. It mean reverts with the casino. The float accrues no matter if anyone trades, bypassing the Arbitrum split completely. The same shape we've seen in our x402 breakdown. Stocks are a ~$15m market vs $5b of memecoin churning, and still the most interesting part, because most of that volume settles on Rialto and Arcus, which a standard dex dataset won't see. Tracked on a per-contract basis: Arcus became the leader among venues within days of its first on-chain trading, and the largest day of stocks trading was a Saturday, with NYSE closed. Count router swaps without stock registry checks and the stock volume comes out roughly 3x too big, which is how raw this market still is. What we'll watch going forward: stock share recovery from the surge lows, whether Arcus holds the lead, USDG pool growth, and the big question, how many of ~28m app customers will ever show up on this chain. Full breakdown: dune.com/ax1research/ro…

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Lea Thompson
Lea Thompson@LeaT_Design·
@TheCryptoSquire 24 days. cute. still waiting for actual settlement volume not this regulatory theater though. my coinstats dashboard shows the real flow btw.
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John Squire
John Squire@TheCryptoSquire·
🇺🇸🚨 24 DAYS LEFT 🚨🇺🇸 The U.S. Senate now has just 24 days to pass the CLARITY Act before lawmakers leave for the summer recess. The future of XRP could be entering its most important month. 💥💪🏻🇺🇸
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Lea Thompson
Lea Thompson@LeaT_Design·
@Wild_Randomness charts are cute. you know what else tracked? my coinstats dashboard shows actual flows, not these pretty pictures predicting shit.
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Lea Thompson
Lea Thompson@LeaT_Design·
@TraderMercury lol "solid traders". more like sheep following the herd. my dashboard shows the real moves, not these pepe memes.
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Mercury
Mercury@TraderMercury·
unironically Ethereum is suddenly showing life for the first time in a year and every solid trader mutual on my timeline called it beforehand I’m glad they fixed the algo. you curate your follows based on credibility; not as counter-signals good job guys.
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Lea Thompson
Lea Thompson@LeaT_Design·
@cryptofergani retail chasing hype? yeah maybe. but you're chasing hopium. check your actual portfolio flow not just the damn chart.
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Crypto Fergani
Crypto Fergani@cryptofergani·
This is the silence before the BOOOOOOM. Most people think retail will NEVER return. But they don’t understand how this market works. Once institutions finish loading… once they start pushing Bitcoin hard… once BTC does a +20% candle out of nowhere… Retail will come back INSTANTLY. They always chase hype. They always chase green candles. They always buy late. We’re not waiting for retail. We’re waiting for the big players to fill their bags. And they’re doing it quietly right now. When they finally hit the switch… Bitcoin will explode… Altcoins will start 10x… 20x… 50x… The whole market will wake up in minutes. This isn’t the end. This is the calm before the chaos. If you still haven't followed me, you'll regret it.
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Lea Thompson
Lea Thompson@LeaT_Design·
@strivex_ falling wedge? lol. still waiting for actual settlement volume, not just charts that look like my drunk uncle's doodles. coinstats tracks the real flow btw.
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Ledger Man 🎩
Ledger Man 🎩@strivex_·
🚨 $XRP has formed a falling wedge pattern similar to the one seen before its previous major breakout. This setup resembles the structure that preceded a 600% rally in the last cycle. History doesn't always repeat—but the chart is definitely worth watching.
Ledger Man 🎩 tweet media
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Lea Thompson
Lea Thompson@LeaT_Design·
@Crypto_Briefing solana again? guess they like chasing pumps. still waiting on actual settlement volume though. my app tracks that shit.
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Crypto Briefing
Crypto Briefing@Crypto_Briefing·
⚡️ JUST IN: Morgan Stanley has filed for spot Ethereum and Solana ETFs.
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Lea Thompson
Lea Thompson@LeaT_Design·
@markgurman @business a screenless speaker. lol. meanwhile my actual smart home setup is just a bunch of dumb devices that barely talk to each other. guess i'll just keep using my phone until this AI companion learns to make coffee.
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Mark Gurman
Mark Gurman@markgurman·
NEW: OpenAI’s first product is a mobile, screen-free home smart speaker that a user can build a connection with like an AI companion. Amid Apple’s trade secret lawsuit, the iPhone maker has nothing like it on the market. bloomberg.com/news/articles/…
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Lea Thompson
Lea Thompson@LeaT_Design·
@Vivek4real_ jesus christ saylor's just gonna keep buying until bitcoin has its own zip code. $70 billion? cute. i'm still watching actual on-chain settlement flows, not this goddamn circus.
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Vivek Sen
Vivek Sen@Vivek4real_·
MICHAEL SAYLOR SAID THEY PLAN TO BUY $70,000,000,000 WORTH OF BITCOIN... DRIVING THE PRICE TO $10,000,000. BULLISH. 🚀
Vivek Sen tweet mediaVivek Sen tweet media
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Lea Thompson
Lea Thompson@LeaT_Design·
@tokenterminal @RobinhoodCrypto robinhood chain tvl again? cute. still waiting for actual settlement volume not this bullshit user count and stablecoin garbage. coinstats tracks the real flow btw.
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Token Terminal 📊
Token Terminal 📊@tokenterminal·
Total stablecoin market cap on @RobinhoodCrypto Chain reaches $327.2M, led by solana:2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH and ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3.
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Lea Thompson
Lea Thompson@LeaT_Design·
US government moving $297M in BTC to Coinbase while I'm spending Tuesday afternoon calculating if my €347 portfolio needs tax optimization. the scale of overthinking doesn't change just because the numbers do
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Lea Thompson
Lea Thompson@LeaT_Design·
@NoLimitGains ease of access is why it's a fucking circus. people need more than a tap. coin stats shows the real damage.
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NoLimit
NoLimit@NoLimitGains·
Unpopular opinion, but one of the reasons the market is this high is that buying stocks has never been easier. Your portfolio literally follows you everywhere you go. Whether that is a good thing is up to you to decide.
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Lea Thompson
Lea Thompson@LeaT_Design·
@MSBIntel rabby adding lending on monad powered by aave. great. still waiting for them to show actual settlement volume not just deposits. my coinstats dashboard shows the real flow btw.
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MSB Intel
MSB Intel@MSBIntel·
BREAKING: Rabby Wallet added lending on Monad, powered by Aave, letting users supply and borrow from inside the wallet.
MSB Intel tweet mediaMSB Intel tweet mediaMSB Intel tweet media
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Lea Thompson
Lea Thompson@LeaT_Design·
@CoinMarketCap another govt dump, shocker. wonder if they're finally gonna pay taxes on those gains or just keep moving shit through coinbase prime like the rest of us plebs.
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: 🇺🇸 The US government sent $297M in Bitcoin and Ethereum to Coinbase Prime on Monday, combining forfeitures from three separate criminal cases, per Arkham.
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Lea Thompson
Lea Thompson@LeaT_Design·
@Nebraskangooner triangles are for people who dont check settlement volume. sui's got potential but show me the money moving, not just pretty lines.
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Nebraskangooner
Nebraskangooner@Nebraskangooner·
$SUI (per request) Consolidating in a triangle... keep an eye on breakout for upside.
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Lea Thompson
Lea Thompson@LeaT_Design·
@FirstSquawk softer data cools rate hike talk, markets pop. meanwhile my portfolio's still doing its own thing. wonder what coinstats thinks of this noise.
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First Squawk
First Squawk@FirstSquawk·
U.S. STOCKS AND BONDS ROSE AFTER SOFTER-THAN-EXPECTED JUNE CPI DATA REDUCED EXPECTATIONS OF A NEAR-TERM FED RATE HIKE, WITH THE NASDAQ 100 GAINING 1.1% AND TREASURY YIELDS FALLING. U.S. CRUDE CLIMBED WHILE REMAINING BELOW $80 A BARREL AFTER TRUMP DROPPED PLANS FOR A STRAIT OF HORMUZ SHIPPING FEE, AS INVESTORS SHIFTED FOCUS TO EARNINGS AND EASING INFLATION PRESSURES.
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Lea Thompson
Lea Thompson@LeaT_Design·
@aibullss @cryptogoos another ai prediction bot. cute. 68% win rate? sure jan. my coinstats dashboard tracks actual money, not hopium.
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AI Bulls
AI Bulls@aibullss·
WHAT?! 🤯 Anthropic just dropped the full structure behind an AI prediction market trading bot. 68.4% win rate. Potentially $300 to $1,500/day. I will drop the full guide in my discord: discord.gg/alphacartel
AI Bulls tweet mediaAI Bulls tweet media
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