Moonstone
10.2K posts
Moonstone
@MoonstoneMav
Avarice is desired in a crypto bubble.
Katılım Mayıs 2019
298 Takip Edilen254 Takipçiler
Moonstone retweetledi
Moonstone retweetledi
The scale of the reduction in Chinese oil imports is increasingly difficult to explain with available data.
On paper, Beijing is currently running its economy with ~1/4 less oil than pre-war. But demand destruction (or shift in petchem feedstock) can hardly explain *all* of it. So is China drawing hard on difficult-to-track commercial stocks of refined products? Has it tapped underground SPR sites? All of the above?
Javier Blas@JavierBlas
China continues to cushion the global oil market, with imports May-to-date plunging significantly below even the depressed levels seen in April. At the current pace, Chinese crude oil imports are set to hit a 10-year low in May. On a four-week average, Chinese crude/condesate imports are running >4 million b/d BELOW pre-war levels.
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Moonstone retweetledi
You don’t get to choose which variables the market prioritizes. The collective market does. People gather factually correct information and then assume the market must respond the way they personally would. That’s a dangerous game.
John Arnold@johnarnold
A fire alarm is going off and everyone is ignoring it.
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Moonstone retweetledi
My thoughts are “why can you see this?”
Daniel@0xDani
HUGE. Someone just made a single $635,266 purchase through the EtherFi card And earned roughly $3,177 back in WETH cashback Thoughts?
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Moonstone retweetledi
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing
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He’s fully allocated to Bitcoin? Pump every asset on earth to record highs except his bags.
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Moonstone retweetledi
listen guys, I know it's a bitter pill
I know many of you (like me) got interested in crypto because of DAOs etc.
"governance" is largely a word used by scammers. most don't know they're scammers. they think they are doing something good and innovative.
next time you see something about governance, switch "governs" or "governance" for "control".
if it still works (eg. "tokenholders GOVERN the treasury"--->"tokenholders CONTROL the treasury" and they literally do, because no one can spend the treasury unless tokenholders agree with an onchain state change), then great...
....if it doesn't work (eg, tokenholders actually just do a snapshot and someone else obeys them, so tokenholders "GOVERN" it but don't "CONTROL" it), then "governance" is being used to scam (again, often inadvertently)
just think this way, and you will be far better off and not waste your attention
nick szabo used to follow me. then he blocked me because I talked positively about "governance". he was right, took me getting older and more years in crypto to see it.
PaperImperium@ImperiumPaper
Kind of makes that whole process last year seem pretty pointless
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Moonstone retweetledi
crazy that ethereum is just a speck in that chart now
Daren Matsuoka@DarenMatsuoka
A sign that the crypto industry is maturing: Onchain revenue is now much more distributed.
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Moonstone retweetledi
Reminder: sounding really smart (and even worse weaponizing the jargon) is not necessarily correlated with good returns - in fact it many cases it can be inversely correlated. Some subtext from me in on this in The Bogle Effect on the chapter about the Big Long advisors
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Moonstone retweetledi
Aura Protocol is winding down following a series of governance votes.
As of 13 May 2026, pools are now withdrawal-only.
The redemption process will happen in two stages:
Stage 1: AURA holders can redeem on the Aura app for a pro-rata share of treasury assets.
LP, vault, and locker positions remain withdrawable at all times.
app.aura.finance
1/2
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Moonstone retweetledi
5/ ⚠️ If you or someone you know was affected, the deadline to submit a claim is May 14.
To apply, send an email to help@cow.fi with:
→ Your impacted wallet address
→ Affected assets
→ Transaction hashes
→ Your name
Use the subject line: "Discretionary Grant Claim for CoW.Fi Domain Hijack Incident"
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@mhonkasalo 'strength begets strength' is something most will find difficult to understand
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Classic trading mistake is chasing the "beta" play because you feel the category leader has pumped.
(instead of just allocating to the top name, even at a higher valuation)
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