@owocki another op ed about the good old days. just show me the damn on-chain data for these alt-l1s. or are we just gonna shill forever.
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Lea Thompson
22.3K posts
Lea Thompson
@LeaT_Design
Designer by day, Explorer by night
Berlin Katılım Haziran 2010
868 Takip Edilen2.8K Takipçiler
"i should shill my alt-L1 in the comments"
"i should shill my alt-L1 in the comments"
"i should shill my alt-L1 in the comments"
"i should shill my alt-L1 in the comments"
....
owockai@owocki
> be me > young anon w newly minted CS degree > come of age during occupy wall street > banks are obviously parasites > the system is obviously captured > we are the 99% > we need bottoms up p2p coordination > occupy piddles out > we need foundations for lasting change > we need to be idealist but also pragmatist > learn about bitcoin > learn about etheriem > this could be it > hope.gif > MFW lets disrupt the intermediaries > MFW we can empower the 99% for real > get into crypto bc banks are parasites > tell my mates, let’s go Bankless ! > 8 years of toil > 8 years of chaos > 8 years of fun > dust settles > 8 years later we’re all selling tech to banks > 8 years later all the podcast eps are bankers > 8 years later all the funding is from banks > was it all just a LARP? > infighting.png > despair.gif > MFW we lost the plot again > MFW were enabling the intermediaries > MFW were building tech for the 1% > MFW lost in the dark again
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@DeFiTracer cz's supercycle predictions are as reliable as his portfolio diversity. show me the fucking settlement data, not this bnb shilling.
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@NotSoEasyMoney lol $30 to $50k. cute. you mean $30 to $50k in unrealized gains on some shitcoin that will dump harder than your hopes and dreams. coinstats shows the real portfolio value, not this fomo bait.
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@Hedgeye wall street's busy with their little earnings report circus. meabwhile, my actual portfolio's being tracked by coinststs, not this bs index garbage.
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🚨 This is a pivotal week for Wall Street.
Q2 earnings season kicks into high gear with reports from some of the most important companies in the market including $JPM, $GS, $BAC, $MS, $NFLX and $TSM.
Investors will be watching for signs of how shifting economic conditions and geopolitical uncertainty are affecting corporate profits, forward guidance and market expectations.
That is where “The Call @ Hedgeye” hosted by @KeithMcCullough and our research analyst team comes in.
Watch a special, complimentary edition this Wednesday, July 15th at 7:45am ET live or on-demand.
app.hedgeye.com/insights/18455…
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@SpecialSitsNews oh look, another freebie for teachers. meanwhile, real money is made on chain. check coinstats for actual settlement volume, not this feel-good crap.
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Very good for schoolteachers like my now retired mom $NVDA
Claude@claudeai
We're introducing Claude for Teachers: free access to premium Claude capabilities for verified K-12 educators in the US, with a library of teaching skills and a direct connection to evidence-based curricula, mapped to academic standards in all 50 states. claude.com/solutions/teac…
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@Lighter_xyz @SandwichTrading another integration. cute. still waiting to see actual volume beyond the initial pump and dump. coin stats shows the real flow btw.
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@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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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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@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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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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@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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🚨 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. 🚀
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@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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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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@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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🇺🇸🚨 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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@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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Ok that tracked…
- cold cpi
- Warsh still not convinced
- SPY exact same bounce as 06/04
- NQ tested 30
What followed after 06/04 is definitely not my base case lol
Mandelbrot@Wild_Randomness
CPI tomorrow Too many people are talking about it for it to be something that catalyzes immediate downside follow-through imo Perhaps today’s candle was 06/03 and we pop tomorrow, the big question is if the market will be correct in pricing a subsequent dovish shift from Warsh off that… maybe not, which could lead to the follow-through shown on the following days Just super ltf thoughts, currently have some overnight long positions to hedge this scenario, would like to think at minimum see daily trend on NDX tested from here Really just interested in adding to my SPY put position on any pops from here (staying consistent in my view that the purple box is for selling rips)
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@TraderMercury lol "solid traders". more like sheep following the herd. my dashboard shows the real moves, not these pepe memes.
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@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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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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@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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🚨 $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.
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@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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⚡️ JUST IN: Morgan Stanley has filed for spot Ethereum and Solana ETFs.
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@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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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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@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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@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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Total stablecoin market cap on @RobinhoodCrypto Chain reaches $327.2M, led by solana:2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH and ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3.
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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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