NathOnMarkets

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NathOnMarkets

NathOnMarkets

@NathOnMarkets

Markets educator and analyst

Southeast Asia Katılım Ağustos 2011
1.7K Takip Edilen1.6K Takipçiler
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
The #marketcrash feels like a knee-jerk panic driven by hastily recalculated models grappling with a new tariff structure. It's unlikely PA is reflecting a steady-state reality yet. However, #Bitcoin has a simplier narrative based more on liquidity (likely up bigly soon), which might explain its relative stability amid the chaos.
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
@KevinWSHPod @tushar_jain @mert I really don't get NEAR, intents are a glorified bridge and the other thing is "agents are coming" which ever other blockchain is banking on, what am I missing?
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MR SHIFT 🦁
MR SHIFT 🦁@KevinWSHPod·
This week’s WSH episode with @tushar_jain and next week’s episode with @mert are special to me because we are giving you the playbook on the big, liquid tokens that we think (and the smartest people in crypto think) will outperform bigly in the next bullrun without being a degenerate: where you can go with size and pull a 5-20x while limiting downside risks $HYPE zcash:native $SOL $BTC $NEAR
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Mippo 🟪
Mippo 🟪@MikeIppolito_·
Best guess how corpo chains play out: 1. Tons of corpo chains get announced 2. Majority do PoA L1s (urge to "own the full stack") 3. Many see adoption at first, huge wave of incentives 4. As incentives die off, corpos realize L1s are hard 5. Vast majority (90%+) announce transition to L2s Whole process takes 2-3 years to play out.
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
@ether_fi Just got my card. So let me check I understand. I can stake weETH for 3.5% spend against it at a borrow rate of 4%. Meaning its like a credit card but only charging 0.5% total? (I know rates are variable)
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OSF
OSF@osf_rekt·
crypto to me feels like it’s starting give an opportunity to be able to pick some leaders and hold them hasn’t been like that since 2023/24 due to mass extraction and rotation fixation like i think there are probably 3-5 obvious plays right now that you can buy in size and chill that should materially outperform majors if the market holds up hasn’t been like that in a long time, here’s hoping i’m right
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
@0xkioto I like $BP and proud Lad member, but if you average out expected unlocks over the roadmap time period it comes out at roughly 18% inflation per year, otherwise I'd buy
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kioto
kioto@0xkioto·
Every "meta" switch is the same and predictable if you understand recency bias Two weeks of memes ripping and everyone rewrites their thesis. Fundamentals are dead & value is cope. But who’s saying it. The guys who caught the memes early and made a lot. You’re only hearing from winners not losers. Meanwhile tech bleeds for one reason. Liquidity is zero sum. Money going into memes is money leaving everything else. The products didn't get worse, revenue didn’t stop. The market just switched from pricing value to pricing attention. And attention always leaves. When it leaves memes there’s no floor, because number going up was the whole thesis. Tech has a floor. Revenue, usage, burns. That doesn’t disappear when nobody is looking, it just gets mispriced. The same accounts posting “fundamentals are a meme” today will be posting undervalued revenue plays the moment it gets hot again. Thats why I bought a lot of $CARDS & $BP on this drawdown. If you haven’t caught the early move on memes I would recommend to use the opportunity to enter solid projects here.
kioto tweet media
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
This Strategy FUD is so vanilla. Give me good ol' fashioned Tether FUD any day of the week $MSTR $BTC
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Andy
Andy@andyyy·
$PURR MNAV back to 1. The discount lasted for about two trading days and we expect the market to return into the expansionary phase as Hyperliquid pushes well into new all-time highs, which we think will happen this month. Everything lining up for a strong summer rally for hyperliquid:native and Hyperliquid Strategies. Holding strong on both. Higher.
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Capital Flows@Globalflows

HOLDING $PURR LONG I CONTINUE TO BE BULLISH Leadership at $PURR is facing a higher bar for performance as HYPE ETFs are normalized I will be doing a livestream this week on the updated risk-reward that I have @dschamis and @rediamondjr are both welcome to join the livestream

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NathOnMarkets
NathOnMarkets@NathOnMarkets·
@richwgalvin But ser, Dragonfly bought massive amounts of the token as part of the deal
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Richard Galvin
Richard Galvin@richwgalvin·
We like what Venice is trying to create but VVV remains very difficult to value given the dual token/equity structure and limited disclosure on users and revenue. The take below on where the token sits in the value stack is broadly our read as well. Last week's news is consistent with that view - Dragonfly could have owned the token but chose equity, which suggests where sophisticated capital with access to all the data expects future value accrual to sit.
Ashwath@ashwathbk

After some more deliberation, I think the equity raise was probably the right move for Venice VVV is not a network ownership token, or a pseudo equity instrument, in the way HYPE, LIT, or MORPHO are VVV is a utility token that enables you mint DIEM to get perpetual access to compute I think that simplifies the equation a lot and points us to one simple inference: VVV is not an instrument that is business growth aligned, but rather a novel utility mechanism for users of compute to secure a share of Venice’s capacity The market bid it up on the back of a strong narrative and Venice’s growth assuming VVV would be the ownership instrument, but that is not the path being pursued It’s also tough to draw a relationship between the equity valuation and token valuation because they represent different things Doesn’t rule out a future where they push for strong token value accrual but the current path was honestly well telegraphed (via the fact that VVV is utility token) Has just been tough for most to reconcile with this reality because almost no token today barring L1s are genuine utility tokens

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NathOnMarkets
NathOnMarkets@NathOnMarkets·
He makes a fair point, the VCs are buying $VVV so they must value it for the value accrual it has already "In return for the $65 million investment ... a vesting grant of 1.5 million Venice (VVV) tokens, and warrants giving them the right to purchase another 5 million VVV tokens during the next eight years."
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VIKTOR
VIKTOR@thedefivillain·
Basically the same argument as Rob yesterday, which confirms how bad the deal is for $VVV tokenholders. "Oh you thought VVV wasn't just a way to hedge compute costs? Too bad for you! But we have both equity and token, so we're fine hehe" Let's repeat what I said yesterday in a much longer tweet: when a crypto protocol launches a token, it does automatically benefit from the inflows of a ton of buyers who will consider it a "pseudo-equity". Even if the team explains that the token has XYZ utility and doesn't promise that it's like equity, it STILL benefits from this uncertainty + information asymmetry. And teams always makes sure not to be crystal clear about what the token is or isn't, because they want the double dip, they want to keep the optionality to soft rug the tokenholders or not. And that's exactly what Venice did, they perpetuated the problem that is plaguing crypto, which is that the market always has a total uncertainty about what a token exactly is when it's launched.
Haseeb ＞|＜@hosseeb

On tokens vs equity, Venice, and $VVV

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NathOnMarkets
NathOnMarkets@NathOnMarkets·
Enjoying the much improved vibes on CT (Crypto Twitter) based on the minuscule bear market rally and the success of $Ansem. This tells me we are currently in the “Hamster Racing” phase of the bear market. The tourists are gone and those left invested in crypto are true maniacs with magnificently high pain thresholds. These are the champions and winners of the bull market.
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Andy
Andy@andyyy·
What is the best way to express the bullish thesis on tokenization in any market right now???
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
Bought $ANSEM up 70% overnight, sold it all. No community membership thanks
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
Im really thinking $LINK is good at these prices, and is perhaps undervalued. I know the token value accrual sucks. But if we are buying SOL and ETH based on network effects, the same goes double for LINK
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
@defi_monk Im really thinking LINK is good at these prices, and is perhaps undervalued. I know the token value accrual sucks. But if we are buying SOL and ETH based on network effects, the same goes double for LINK
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MONK
MONK@defi_monk·
We now have the foundation pretty set for a new cycle. Hyperliquid for perps, Solana for spot experimentation, fomo to onboard retail, corpo chains and services incoming to onboard institutions and more resilient DeFi ecosystems around the board. Stablecoin issuers will be fighting for distribution and we’ll likely get some great neobank products that offer decent yield as a result. Lenders like Morpho also have real BD pitches now with case studies like Robinhood and Coinbase. We’ve abstracted away a lot of the friction and UX fragmentation for all types of participants. Crypto related verticals are now constantly being shilled and discussed during presentations from SP500 companies. Friendliest regulatory regime we’ve ever seen, and new leadership at places like the SEC and CFTC have needed some time to familiarize themselves with the talking points. Really think a lot of stuff has been bubbling and all we’re missing is the vibes.
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NathOnMarkets
NathOnMarkets@NathOnMarkets·
@Pentosh1 Will $PURR follow or will DAT suspicion hold it down?
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🐧
🐧@Pentosh1·
hyperliquid:native 3.5x rally retest prev ath consolidate above those highs hype recently increased their revenue a small amount by. 4-6% per day at 100k per day with priority fees. again, small in the idea of a daily number and no impact day to day. you could say the same for when aqav2 goes live with yield. another 500-600k per day. meaningless in daily flows. the impact is always time based. thats 600k per day over 12 months? continue to think of it as. You go to the gym, you work out. You look in the mirror. No changes day to day. you can't really see the results even though they are happening look again in 3 months, and you see the results. thats how the revenue works at this scale and thats why hype has performed the way it has this year. the short term is just noise.
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Alexa
Alexa@alexa__meme·
Bitcoin since 2024:
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Keşfet

@KevinWSHPod @tushar_jain @mert @MikeIppolito_ @ether_fi @osf_rekt @MikeSilagadze @CredibleCrypto