blablub

@CryptoEthan lol are spacs back

@Evan_ss6 @tola2252 what sectors/thematics are you interested the most?

@tola2252 companies

Compared to your exposure on October 1, 2025, what % exposure do you have to crypto now?

@Evan_ss6 korea, japan, energy, commodities

Guy who is a contrarian but holding the exact same portfolio as everyone else on this app

@0xGeeGee @FourPillarsFP beam wouldve been such a banger trade a year ago. they valued dream at 49m a month or so ago when i checked and they havent marked it up after tether investment and general growth. even without markup beam is trading at 75% treasury value. narrative trading dead for sure rn

gn tweet So, maybe we have enough material this week, even just staying in crypto (maybe we can do tradfi editions too? idk). lots of stuff around L1s/L2s 1) OP x Base Breakup + EtherFi migration As everyone (literally) predicted, and @FourPillarsFP eloquently explained in a longer format thesis (suggest the read), Base is going its own way, and even though no direct confirmation has been given, we have had plenty of indirect ones, including from Optimism, regarding the fee share. The market took a while to internalize and OP kept dumping, with now funding reaching a bit more alarming levels. On top of this, EtherFi Cash migrating from Scroll to OP Mainnet also means that Optimism will recover some of the activity via this new venue... but will foot the bill on cashbacks / extra rewards. 2) ARB x Robinhood Chain On the other hand, we have Robinhood Chain gearing up and via AEP they'll actually pay rent to Arbitrum for a bit (more specifically, 10% - 8% of which going to the DAO). Is it enough to pump the token? Well, hard to tell especially given the bearish Vitalik comments on generalized L2s, however I do think that if the numbers are going to look good, we're going to get at least a distinct long ARB / short another L2 basket opportunity. 3) MNT: Aave Rewards Very delicious MNT extra rewards for Aave depositors, as Mantle tries to put some flame back on the on-chain activity. Generally speaking, extra rewards for Aave massive depositors haven't been exactly bullish for the reward tokens, as professional bandits sweep them up and dump them (worried a bit about MEGA here), but having plenty of lending liquidity is also much needed for virtually any actual on-chain activity, if you're serious about it. This, coupled with the fact that MNT is not like any other L2 token, makes me a bit more wary of taking the trade, although it's mostly a matter of risk mgmt / sizing. Also graphically kind of a make it or break it point. 4) POL: Polymarket, PolyGone? An image is louder than 1000 words. OP found its new champion in EtherFi. What about Polygon, what are they going to do once Polymarket migrates away to their own chain? It's true that we've been talking about this for at least one year now, but can it really be much farther along the line still? 5) APT Tokenomics Revamp Small L1 intrusion. Market reaction was completely muted to this, however I'd pay a bit of attention, especially given the amount of locked APT that has been sold lately, and the funding rate looking like the below. TL;DR: of the tokenomics change is literally less inflation + 10x gas increase and some other bans on laissez faire policies... finally unlocks are finishing in October 2026 (one last pump before then?) There's the issue that Koreans are too busy winning on stocks to pay attention to Upbit now, but you never know. 6) Dreamcash + $BEAM Well narrative trading is kind of dead - kind of - so not too much hyped up about this, but as the TL fills with Dreamcash shills (gud), some more people may find out that actually Dreamcash has a deep relationship with Beam Foundation, and actually Dreamcash is one of the main items on the menu of Beam's Treasury. However, as the Beam team was particularly careful to state basically everywhere on their websites, token holders do not have a control on the treasury and indeed may end up not benefitting at all from the hype. For now, market is not buying. Three small ending notes: - AI = Cybersecurity, but you want to express it on tradfi (and imo even better than humanoid robotics, maybe even better than robotics in general, if not for the more questionable multiples) - Tokenization is heating up: bonds, tranching, equities, RWAs in general - all major firms are hiring for this, there's no way that CEPT doesn't get hyped up to the IPO. I still think it's an excellent trade with quite limited downside (hopefully i won't be wrong as i scaled in) - Regarding all the above for crypto, I think this is actually the moment where we start see more attention (finally???) to revenue/app and who actually owns the customer, vs infrastructure. This doesn't mean that if the sentiment get too bad there won't be a bounce trade to do on L1s/L2s. It also doesn't mean that ALL infra will die. gn to all who came so far

@0xGeeGee aaaaand it happened again

@0xGeeGee this token feels so cursed man. every couple weeks it gets shilled all over ct and then gets insta sold into. also couldnt find any info on what the plans are for the 36.75% foundation supply

Narrative-trading small comeback? $CARDS

@seyong 🐐

~1 yr since we started fomo. today, we're a top 20 crypto protocol by revenue. all without promising fake incentives, paying KOLs, or ignoring user feedback. milestones like this are generally insignificant, but i like to share with the ppl who fomo support everyday.

Alpha Threads (start at the top, then scroll down below here)

@Husslin_ where would you rotate profits into if you think risk assets cooked in general?

Pikachu taking a nap

@echodotxyz can i get a platform invite, bls? cant take it no more. everyone on echo having fun, making frens. sad

I finally got some sleep and no longer will be using the term “fucking idiot” in customer support responses

Onchain tools that your favourite 'DON'T FADE ME' onchain influencer doesn't tell you about A list of some of the FREE hidden gem tools I use to supplement my trading ⬇️

OLD COIN BAD, NEW COIN GUD when i first moved from hft options mm to stat arb, i had to learn a v important lesson: >spot price does not matter >the only thing that matters is flows essentially: it is easier to frontrun the next flows than to tell the mkt it is wrong

🧵Understanding & Contextualizing Liquidity 1/ Much has been said about liquidity on this platform. Furthermore, there has been a good deal of oversimplification on the subject. In this thread, we share our conceptual framework for liquidity & help contextualize where we are..

I've been hearing about the transition from LIBOR to SOFR for a while, but this new article from @concodanomics really hit it home for me in terms of understanding. Awesome stuff here concoda.substack.com/p/the-silent-m…

If the dollar is set to rally from here, what does that mean for inflation? A short 🧵 Conventional wisdom holds that if the dollar rallies, US inflation will fall. A good narrative, as the US is a net importer, and imports become cheaper when the dollar strengthens BUT... 1/8

Since "Chinese Spy Balloon" is trending: In 1945, the crew of USS New York spotted a sphere that they thought might be a Japanese balloon weapon. The captain ordered it shot down but none of the guns could score a hit. Finally, a navigator realized they were attacking Venus.

@literallyredard @Val_Shillmer @DCDAO_ Would love to punt some chinese cp backed tetherinos if you set up a couple tables there🫡

@LostInNoland @Val_Shillmer @DCDAO_ I'll check it out

who likes to play poker here? we're running regular cash games $.25/$.50 (can up the stakes if those playing agree, I for one will do up to $1/$2) lmk if you're interested in getting added, we can potentially host some tourneys too if we have enough peeps no pros allowed🦕