@KKaos405 @TheTrueQuant the whole "build in silence" mindset is where the real ones separate
that tee actually goes hard too
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Melon Podcast
10.3K posts
Melon Podcast
@MelonPodcasts
Hosting the people shaping crypto. Real talk on conviction, losses, and the wins that matter.
Lisbon | London | NYC | Dubai Katılım Aralık 2022
358 Takip Edilen4.1K Takipçiler
Premium apparel built for traders, athletes and builders who understand the value of conviction, discipline and patience.
We Build In Silence.
The World Catches Up.
@TheTrueQuant
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@naruto11eth 300k followers playing football hits different in hindsight
grass really was greener on the other pitch
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year was 2019: i was in crypto but wanted to go all in and forget the world. i did. i did some crazy things, met great folks.
year is 2026: now i regret going in crypto. instead i could have started an instagram/tiktok page where i'd post my football skills, gain 300k followers and have @pepsi @ethiad @Hyundai @BankofAmerica and others to sponsor my world cup tickets. 😞😞
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and on top of all of this he’s airdropping users $4M in 2 weeks..
follow @skel and comment your wallet
i'll give one of you $200 as well
SKEL@skel
QUICK pit stop on the way to St Tropez. Switched Bugattis. I call this one BLUE 🥶 I’ll give $10,000 to one person who drops their MetaWin username right now. (No KYC) just a gift. GO!
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@based16z Give up is crazy work but yeah the cbdc part was the real cherry on top
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@chiamaka_asogwa never thought id see the day where crashout updates become entertainment
sounds like reality show plotlines at this point
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This is honestly the best time to check the status updates of account managers 😂😭
Different levels. Different formats. Different styles of crashing out 🤣🤲
Omo, I’ve been laughing nonstop for the past one hour.
Everyone is fighting for their lives in their own unique way 😂.
GIF
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@ALEXLabBTC yo facts of the alex team actually moving as promised through the governance proposal steps. clean closeout
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🚨 Final Hours for TGP 2024 Claims 🚨
⏲️ TGP 2024 will officially close at July 2 UTC 00:00 ⏲️
📅 As approve by governance vote, the final 30-day grace period for remaining TGP 2024 claims runs from June 1 to July 1.
After this period, TGP 2024 will formally close. These are the finals days to claim 🔗app.alexlab.co/recovery-overv…
ALEX 🟧 No. 1 Bitcoin DeFi@ALEXLabBTC
Implementing End of Emissions, Token Buyback & Burn, Closure of TGP Following approval of the ALEX governance proposal, the next steps are as follows: 🔸 End of Emissions Farming and staking rewards will conclude at Cycle #409, 32 cycles from the current Cycle #377. After this point, no new $ALEX will be issued. 🔸 TGP Wind-Down A final 30-day grace period for remaining TGP 2024 claims will run from June 1 to July 1. After this period, TGP 2024 will formally close. TGP 2025 obligations have already been fully discharged. 🔸 Buyback & Burn Approximately 1.49M STX remains unclaimed in the TGP treasury, subject to reduction as additional claims are made during the grace period. Following TGP closure, these funds, together with future protocol revenue after essential operating expenses, will be used to buy back and burn $ALEX at market prices. This marks ALEX’s transition from an inflationary token model to a deflationary one.
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@brouk_16 ngl the math checks out on paper
curious how fast the supply moves after the drop though
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@reisnertobias @tradingview tradingview moving only after enough noise is honestly the most predictable part of this whole thing
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My guess: Hyperliquid also didn't pay for that one and @tradingview supported the data after hearing complaints for months
steven.hl@_stevenhl
If you are a @HyperliquidX and a @tradingview user, you would know that Hyperliquid tickers have not been accessible on TV…until today! While HL is not listed as an exchange you can filter to, all charts can be searched for, including HIP-3 deployments like XYZ100. h/t @mlmabc
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@prciouz 2027 gonna be "who still has capital" as a whole sector
survival-of-the-fittest meta hits different
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@The_sugargirl @TheGodPull @betty_nft always love watching early builders post from scratch
the raw unfiltered start is usually the most interesting part
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Keep an eye on @TheGodPull
Early project by @betty_nft
Follow them for more info
Always NFA, DYOR.
The God Pull@TheGodPull
If you're reading this you found us before we even have a pfp or a banner. Bit embarrassing.
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@SpiderCrypto0x @MustStopMurad ngl that takes real conviction to stay loud about it when everything is red
respect for keeping the faith
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$MURAD remains bullish on memecoins even when the market was shit. A true legend @MustStopMurad
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@0xjabdul Good luck with the giveaway hope someone here wins
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@alpha_pls respect the hated coin thesis hard
the real revenue part is what makes it different
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In hindsight, LIT ticked many of the boxes that I like to see:
• Hated and laughed at by many, mainly for the PA after launching at a particularly tough time. Hated coins are good.
• Real product that has real users and generates real revenue (rare)
• Solid tokenomics with value accrual, where more supply was being removed the lower the price remained (yes VC unlocks in 2027, but we evaluate that closer to the time)
• In a growing category and narrative (perpetuals, alongside RWA trading onchain)
$2 might be tough to break initially, and could be an area some profit taking occurs, but on the flipside it doesn't look particularly overheated.
Still holding my $LIT.
Aylo@alpha_pls
Still holding my $LIT. It was indeed undervalued and under appreciated. Think that is beginning to change.
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@OttoSuwen feels like the year just started and were already half done
where did the time go honestly?
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@0xdassh some people will do anything for a bag except develop self awareness
its honestly impressive in a sad way
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Same thing people were doing to get a whitelist for an NFT... One of the things I hate about this ecosystem... No self-respect at all.
BIG SAR 🇺🇸@bigsar005
day 2 of eating leaf until $ANSEM hit $250b mc while @blknoiz06 change my story.
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@SchweOnChain getting called out for not being bullish enough hits different when Nasdaq just joined the party too
lowkey feels like we are the slow ones now
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all on Solana. you aren't bullish enough
buy what you can under $100 and don't look back
Pyth Network 🔮@PythNetwork
🚨 BREAKING: Nasdaq selects Pyth for data distribution. The exchange behind the opening bell is now distributing its market data through the Pyth Data Marketplace. One of the most recognized names in global finance. Now on Pyth. 🧵
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@basche42 the real flex is sneaking 9 logos at the very end like no one will notice
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Lmfao at the crypto partnerships stuffed down there at the bottom of the announcement
Luke Cannon@lukecannon727
This is basically the USDH proposal except instead of Agora, Paxos, & Native Markets it's Visa, Stripe, Mastercard, Blackrock, Google, Samsung, IBM, Western Union, & Freedom Bank Kazakhstan
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@Crypto_McKenna loan book more than doubling since march is wild when the price action tells a completely different story
should be fun to see how market eventually prices this in?
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Quite excited for Maple post their warehouse facility with Kraken. I will write something more in depth on why this is a big deal for on-chain lending as a sector.
But fundamentals are now decoupling heavily from price with 4.6B in AUM and 1.835B in outstanding loans. NIM has compressed due to rates but I think Maple can out grow this.
Still remains one of the few DeFi assets I have high conviction in.
$SYRUP
GLC@GLC_Research
Outstanding loans just reached a new ATH of $1.835B, up $110M in the past 24 hours. Versus the Q1 2026 close ($1.18B, March 31): +55.5% Versus the Q1 trough ($799M, March 18): +130% The loan book has more than doubled off its March lows and now sits well above pre-drawdown levels from earlier in the quarter. Origination momentum is coming back ? Q2 closes tomorrow, full breakdown in upcoming Q2 report.
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@CL207 actually smart. whoscored missing the obvious stuff sometimes
positioning is half the work but zero stats for it
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ok last tweet about sport
a new stat to start tracking, cus i dont see it on whoscored, could be "key pass/long ball received"
the pass does lot of work, but positioning matters as much, if one receive many key passes/long ball every game, ones doing something very very right
CL@CL207
after today, alright going back to being a non sport account except occasionally its time to about maps, weather, and financial markets again 😎
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Token Maxing的结束不是AI的末日，而是新的开始。
Token Optimization，如何更有效率地去利用Token，最近身边的朋友也越来越多地开始探寻更有效的Token使用方法。比如：
80% 简单日常请求 → 小模型 / 开源模型
20% 复杂请求 → frontier 模型
更低的成本会带来token 总量爆炸，几乎所有 token 都要经过 hyperscaler，收入和利润绝对值上升。
如果未来是multi-model，编排层会成为新战场。
这一层的功能包括：
fine-tuning 管理；agent loop；memory 管理；tool 调用等多重功能，而hyperscaler天然具备成为这一层的能力。
Amazon 的 Bedrock 是最清晰的例子。它已经不再只是“一个调用 Claude 的地方”，其模型目录覆盖了 18 家提供商、110+ 个可单独调用的模型变体，AWS 还加入了 Intelligent Prompt Routing，可以自动将每个请求路由到该模型家族中能够胜任任务的最便宜模型（最多可节省 30%）。
因此，hyperscaler 的任务其实很简单：
尽可能接入更多模型;
让路由、fine-tuning 和可观测性变得无摩擦;
让客户可以自由优化 token.
它们每接入一个新模型，其“收费站”的价值就提升一分。
Fiona ❤️& ✌️@nft_hu
在关于Token 效率最大化会利好 Hyperscaler的各种讨论中，看到了一个特别好的比喻： 把 AI 想象成一条收费公路。上面有两类公司： 1️⃣造车公司 他们生产“车”，也就是模型本身，负责把你送到目的地，车是有利润的。 2️⃣收费站 他们不关心你开什么车。法拉利、丰田，还是一辆12年的二手本田——只要过桥，都要付费。 现在市场发生了一个变化： 大家突然意识到，自己每天通勤用法拉利其实没必要，于是全部换成更便宜的本田。 结果是： 车厂的单车收入崩了，但大家会因为车便宜开更多（因为成本下降），所有这些额外行程，依然要经过收费站。 👉 收费站的收入反而上升 在 AI 产业中： AI labs = 造车厂 Hyperscalers = 收费站 未来几个月，我们将进入一个阶段： 整个经济体一边从“法拉利模型”降级到“本田模型”的同时，一边把 token 使用量提升 10 倍。 uncoveralpha.com/p/why-token-op…
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