Obviously obvious

@WatcherGuru @PeterSchiff Finally. We are all fine then.

JUST IN: Peter Schiff says "we are headed for a full-blown financial crisis."

@ikadotxyz @pudgypenguins Apparently there is a reason why $IKA is so much down.

@pudgypenguins know the difference

@rdbotato @Pumpfun Nice list. Missing @sleepycompile and $lumen.

PumpFun's $3M hackathon ends in 8 days. @Pumpfun 12 projects will get $250K each. The market decides who wins. I built a directory tracking every submission I could find — live market data, CAs, socials, proof links — all in one page. Find the builders worth betting on. proofofpotato.com/hackathon

@WatcherGuru @BTCPrice 67!

JUST IN: Bitcoin falls under $67,000

It’s weird, but I feel much better about the market than I did two months ago. 🤷‍♂️

@barkmeta No

Gold and Silver are crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Genuine question... WTF are we even supposed to buy?

@frank_harmonix Nice. So this is the plan, but not implemented yet right? Any ETA for this to be implemented pls?

Seeing HIP-3 markets print screens like SILVER-USDC funding annualized >200% is exactly why onchain perps are a new yield primitive. The problem: farming funding is not “set and forget.” It’s constant hedging, sizing, collateral management, and knowing when the trade stops being worth it. What we’re building at @harmonixfi : curated HIP-3 vaults that package these opportunities into a simple deposit experience — with automated delta-neutral execution, risk rails, and transparent performance so users can earn the funding without living on the terminal.

This is nice strategy, but most likely will work in short term only so be careful and watch closely the trade. Some things to clarify: - current LLP APR is around 6-7% (counted from last 3 months) + LLP has some risk involved - staking APR will probably go a bit lower - FR will probably change as well as more people will be hedging those type of strategies Still the most profitable strategy is to buy spot $LIT, stake and max deposit USDC, but it is not market neutral at all - well obviously.

A nice DeFi strategy: 1. Stake x amount of $LIT at 12,8% APR (expecting this to come down though) 2. Short the same amount of $LIT and collect funding 10,5% APR (over the last month this has been averaging at over 20% though, but remember the token is brand new) In 2 weeks you can use your LLP as collateral for trading (20% APR). Assuming 80% LTV and that you have $20k: 1. Buy spot $LIT for $8k which you stake 2. Put $12k in LLP (earning 20% APR, actual APR will vary though and with short time frame you might lose money) 3. Short $LIT for $8k (from the same money as in step 2) So therefore you will earn 20% APR + 10% from funding on $12k + 12,8% on $8k = 23%. Lmk if you see any mistakes and I will correct it.

@FKAHimFinance @Route2FI It´s like the average for the whole year was indeed 20%, but if you have a look at last 2-3 months and extrapolate from there you will get around 6-7% indeed.

@Route2FI the APR they put up isn't accurate, it actually accounts to 6% idk what to tell you lol. this isn't just my theory btw the team has more or less confirmed this already. kind of a somewhat known thing

💯

@MoneroChanSOL @GeoffreyHuntley

Hey @GeoffreyHuntley! We saw that you publicly sold some tokens and it caused a huge price dip~!! Taking profits is totally fine (no shame there), but maybe there's a better way to sell your tokens with more privacy..? We're building a solution for this, called Ghost Swap. Ghost Swap is built on top of a privacy mixer pool and brings new utility to privacy-preserving capital. You can deposit SOL / any token into Ghost Swap and use your shielded tokens to interact with public liquidity, such as swapping. If you’re open to it, we’d love to get you in as an early tester to try it out when it goes live. 🧡

Long $COIN for this. Max leverage! *NFA you degens

JUST IN: 🇫🇷 Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol...Bitcoin is more independent."

@Lighter_xyz I want $LIT in LLP, although I understand it’s not possible.

What should we launch next?

@politicsusa46 Great speech. Now just fix the mic and we’re all going to win.

For anyone who would like to hear Mark Carney’s outstanding Davos speech in full here it is. This is what true global leadership looks like. Canada should be immensely proud today, because they are leading the fight back when others dare not. 🎥 TikTok - vm.tiktok.com/ZNRBDT4mB/

Never hapenned.

@WatcherGuru @PeterSchiff bullish

JUST IN: Peter Schiff says a US financial crisis worse than 2008 is coming this year.

@AlexPaz0X Nice post. Like and follow well deserved.

ALL ABOUT LIGHTER TGE The TGE was far from what anyone expected. I don’t think anyone would disagree that the word that best defines it is disappointing. In retrospect, we all know that when the majority expects something, the opposite usually happens. While it’s true that the first few days developed normally, after the first week we started to see the beginning of a downtrend that has lasted until today. Mass Sell-Offs & Expected Situation The percentage of holders who are still keeping their airdrop is around 30%. Many people think that, for this reason, the bottom is close. I don’t believe that. I think a large part of those who are still holding are waiting for a bounce and will start offloading their bags before we even get close to the ATH ($3.2). In fact, I believe the team expects the same, and it’s likely they’re designing a plan so that large players can absorb that supply and gain greater control over the token’s supply. At this point, I don’t see this as something negative, except for the fact that the ideal scenario is the highest level of decentralization possible. A big part of the community has decided they don’t want to be part of that decentralization, and that’s understandable, considering many of them received an amount that, in many cases, solves or greatly eases their lives. My Allocation At the moment, I’m holding 74.6% of my allocation. The remaining 25.4% was lost due to my own negligence while trying to maximize the airdrop through perps. I’ve seen many users lose a large part, or even all, of their airdrop this way. I understand it, but it doesn’t make me feel any better. Guilt lingers with me at this point. The remaining percentage is still held in spot, and I will continue to hold it even if we reach ATH. It’s still a life-changing amount, but I’m incapable of selling it while knowing the price is severely undervaluing its real worth. Management & External Advice Logic says you should always take some profits. I didn’t, and I don’t regret it. I’ve read many posts about this, curiously after the downtrend began. When everything is going well, we’re all bullish. When signs of reversal appear, fear disguises itself as fake rationalism. These posts can be useful for the community to understand the process, but I’m not going to idolize anyone who only sees the “right move” after the event has already happened. I also understand that it’s a way of reinforcing the message to oneself, but don’t let them make you think they do everything right. Because of This article, you might feel tempted to tell me to sell a portion, to talk about rational processes. But that’s not how I’m going to play it. With this move, I won’t be a genius if $LIT takes off and flies without a ceiling someday, nor a clown if it doesn’t. I’m a person, and I’m playing my cards, like everyone else. Analysis of the Last Few Days Chart analysis, fundamental analysis, they’re wrong. And if any of them happen to be right, it’s probably by chance. The reality is that there are two possible scenarios, both likely extreme. The first is that Lighter fades away like a dream, becoming a walking zombie. In my opinion, that’s unlikely. The second scenario is one where, in hindsight, everything makes sense and Lighter reaches a fairer valuation. Because the current one does not reflect reality, and denying that is truly delusional, although there are people so blinded by the need to “be right” in the short term that they believe it with such conviction that even the most fanatical religious believer would be astonished. It’s also undeniable that some of us, myself included, acted like fervent apostles before the TGE. At least in my case, that’s a behavior that won’t be repeated. But it’s understandable, considering that this position changes my life, as I mentioned before. Question If today $LIT suddenly pumped to $3.2 in a single candle, honestly, would it change the way you see it? Take a few minutes to answer it for yourself, and dig into that answer and the “why” behind it. VLAD It’s interesting how his communication has shifted from aggressive to more approachable. I believe this is the result of a much-needed dose of humility, essential to push the project forward in a rational way. I also think this will lead him to take certain decisions more seriously, which is a positive development for the project. On a personal note, and focusing on the facts, I respect him and think he is admirable. It’s something genuinely hard to show in an environment as toxic as the one we’ve been living in for months on CT. HLs and Coordinated Mechanics As for the HL FUD, it’s striking how 90% of it came from a coordinated attack by the same accounts that promoted the Trove scam, charging $5,000 a month in exchange for scamming their followers. Some souls have a Price, sad, but known by everyone. You know who they are; there’s no need to name them. I also want to make a special mention of @trader_2A, in gratitude for warning me in advance about this scam. The team had already rugpulled memecoins in the past, and the red flags became increasingly evident. Buybacks They’re not working, and that’s obvious. The lack of clarity around the consistency of these buybacks creates a negative perception across the entire community, whether they’re part of Lighter or not. I hope changes are made here soon. Conclusion The future is uncertain, and the short term doesn’t look good. Nothing mentioned in this article is financial advice, everyone must play their own cards in the best way possible, taking their personal situation into account. The price doesn’t come close to reflecting Lighter’s potential, and I believe that eventually we’ll see a valuation that makes more sense. Listings haven’t had the expected effect, and I think this deserves deeper analysis considering what we know about supply and demand. Something doesn’t add up, even if I can’t quite put my finger on what. It’s one of the most hated projects on CT, and that too will fade as a result of a future recovery. Finally, thank you for making it this far. This piece is written from my point of view and is not intended to advise you on what to do with your allocation. I’ll stay in spot and keep farming other airdrops to continue making money. After all, even though the price has fallen, I still have far more money than I did before the TGE. Let’s keep growing our bags. If you found this useful, you can follow me for more content on airdrops, perpdex, prediction markets, and Lighter.

Long time - no see something worth paying attention to. Have some $FUN tomorrow.

Just testing @Nomina and I am quite impressed.

@solana 6.7k likes. Coincidence?

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