OneHanded

@eeelistar Reminds me of this:

In other words, making no decision is a essentially decision to stay stuck You will lose your life to time

This is the fig tree dilemma Sylvia Plath talks about It’s a metaphor for the fear of missing out on life's possibilitie Each fig represents a different life, a different version of self If you overthink, you stay in analysis paralysis + refuse to make a decision in either direction, you just end up losing yourself Pick a path, make a decision as each one will shape you

@RuneCrypto_ @ZssBecker This! Crypto tokens are not equity. Too often there is no real link between the performance of the underlying business and the token.

@ZssBecker what is the token for? I can larp making $100M revenue, but if I don’t give dividends or buybacks, token will trend to zero. Seems to be the case here.

The state of alts is nuts. I just spoke to a AI project .Their annual revenue is DOUBLE their market cap. They are printing money. Yet they are at a 1 mil market cap, the coins are fully diluted. Even in TERRIBLE conditions this coin should be at a 20 mil market cap. These coins will reprice at least 3-5x the second Bitcoin starts its leg up. They are everywhere right now. I don't know when the market returns. I do know these are at outrageously oversold prices and an easy 3-5x bunt when it does return.

@gnarleyjs You don’t think the multiple CME gaps below current price will get closed before we really go up?

I’m still seeing people entering new shorts. They don’t know what’s coming.

@SoJustFollowMe Stratosphere

$873k in realized profits (screenshots in Highlights) or 70%+ YTD return from June to December 2025 in the public portfolio. I made this with full transparency – every trade from entry to exit, every position change, daily P&L. For new followers – who’s behind this account: Greek, 44. @MIT grad. 21 years in the markets. Former Chief Investment Officer & Head Portfolio Manager on Wall Street. I managed a portfolio with ten-figure AUM and delivered a 44.7% CAGR over the last 7 years. I am currently serving in the same capacity at a hedge fund in Abu Dhabi, UAE. My edge is a trading system inspired by Jim Simons’ Medallion & Renaissance approach. I design and operate mathematical market system. Running since 2019 – green every single year, consistent outperformance vs #SPX, with superior drawdown, recovery, Sharpe and Sortino ratios. In the coming days, my team and I are launching a new project. Want to be notified first? Leave a comment: “Stratosphere”. In the meantime, below are the key posts I’ve written over the past 10 months on @X – they show how I think and trade. 🟢 Priority reads 🔵 Secondary reads The Basis of My Strategy. Read below ↓

@Ant7ny @jussy_world Same could’ve said for peaking last October. Same timeframe as the last two cycles… but “this time is different”, “supercycle”, “institutions”, etc.

@jussy_world The problem is everyone is expecting this.....Everyone thinks we bottom in October because that's what happened before...? Just cant imagine it being that simple or obvious?

Where do you think we are in the cycle right now? Here is mine outlook for the next few months: Denial (Feb - Apr) “Binance scammers“ “Jane Street dumped on you“ “War” Panic (Mar - Jun) “Tate was right, $26k is coming” Anger (Jul - Sep) “You can’t afford to lose.” Depression / Bottom (Sep - Nov) “It’s all Binance again” & “CZ killed crypto” Disbelief (Jan - Feb) You quietly update your CV Hope (Mar - May) “Maybe this year I can quit my job” The chart changes Human psychology doesn’t Where do you think we are?

@Leoaraiz_BTW @JupiterExchange @kashdhanda @weremeow @sssionggg How is your step 1 any different to original jupuary plans?

What if there’s a middle ground for $JUP that actually works? Not “airdrop everything now.” Not “pause everything and wait.” But something smarter. Since the vote was announced, I’ve seen a lot of mixed feelings: > Many people are disappointed about losing Jupuary > Pausing everything still leaves ~1.2B JUP as future overhang > Option 2 reduces pressure, but doesn’t guarantee price performance So, hear me out! 🟢 Option 3: The “Hybrid” Approach First, remember how Jupuary was structured (700M total): > 200M — Initial airdrop > 300M — Jupnet incentives (future) > 200M — 2027 staking bonus pool Now imagine this 👇 ✅ Step 1: Do “Partial” Jupuary Release only the 200M initial airdrop Reserve the other 500M Then: → Move the 200M bonus pool to 2027 → Reward people who stake through 2026 Result: Less dumping. More staking. More long-term alignment. ✅ Step 2: Keep Option 2 Protections Same as proposed: > Pause Team unlocks (428M) > Accelerate MER unlocks (160M) > Match MER sells with buybacks So: → MER = neutralized → Team = paused → Supply pressure stays low 📊 What This Means in Numbers Compared to Option 1 and 2: ❌ No 700M Jupuary flood ❌ No 428M Team emissions ❌ No uncontrolled MER selling Instead: ✅ Only ~200M released (most staked) ✅ ~1.3B+ JUP still off-market ✅ Buybacks keep accumulating That’s a massive difference. 💡 Why This Makes Sense This approach: > Keeps promises (airdrop still happens) > Reduces inflation > Rewards long-term holders > Builds confidence > Supports price structure 🧠 My Take Option 3 feels like the best of both worlds. Community gets rewarded. Supply stays tight. $JUP gets a healthier foundation. If we’re serious about 2027+, this kind of thinking matters. What do you think? 💭

@awaabuon_fidel @TommyEgan357 Ahh, no… the tokens for jupuary were part of the initial token supply. They were not bought off the market using fees from users.

@TommyEgan357 Revenue is generated by the users, and the stakers can also join in the port for the users. Fees create the pot to even get to share from

One thing I genuinely don’t understand about the JUP airdrop logic. Why is 175M JUP allocated to users, while only 25M goes to stakers again? This was done in previous Jupuary as well, and the reasoning still isn’t clear to me. Users are important, they use the products and generate fees. But stakers are the ones who believed early, locked capital, voted, supported the DAO, and held through uncertainty. By this logic, users are considered far more valuable than stakers. So what does that say about holding the token? Does holding and staking JUP no longer matter? Does long-term belief in the token and the team carry less weight than short-term usage? If users and holders are not treated as equals, then holding JUP starts to lose its meaning. I’d really like to understand the logic behind rewarding users so much more than the people who actually invested, staked, and supported JUP as a token and as a DAO.

@Leoaraiz_BTW @TommyEgan357 By that logic, the user’s share is 350M including their bonus pool.

@TommyEgan357 It’s 60M for stakers! 30m initial and 30m as bonus pool

@elliotrades @weremeow @JupiterExchange @MeteoraAG Need captions to understand the guy. 😅

Onchain activity is EXPLODING again in 2026 So I sat down with the founder of not one, but TWO of the world's biggest onchain protocols Here is my alpha packed conversation with @weremeow from @JupiterExchange and @MeteoraAG

@sol_nxxn Siong doesn’t want to use the buy back funds for revenue sharing though. He wants to replace buy backs with more spend on product growth. This does nothing for the token since there is no tie between product performance and the token.

Jupiter is about to stop $JUP buybacks — and I think it’s the right call For most governance tokens, buybacks do nothing What would matter is real revenue sharing in USDC I expect we’ll see more projects move in that direction over time

If there is nothing tying the performance of the product to the token, then product growth only helps the team generate more revenue, it doesn’t help the token at all. Pls stop ignoring any ideas that don’t align 100% with your personal vision and start listening to community!

Gobsmacked at the dismissive attitude of @sssionggg towards long term supporters of @JupiterExchange. He wants to remove buybacks but not replace it with anything that benefits token holders.

@sssionggg If you take away buy backs, what ties product growth back to token value? If there is no token value accrual, the only people who benefit from product growth is the team, leaving JUP holders and stakers out to dry.

what do you all think if we stop the JUP buyback? we spent more than 70m on buyback last year and the price obviously didn’t move much. we can use the 70m to give out for growth incentives for existing and new users. should we do it?

@anglio @sssionggg has such bad takes. Wants to remove the only thing that sort of ties product success to token value accrual. Without buybacks, or other method to tie JUP to the product (revshare, etc) then Siong can grow the product as much as he wants but it will never benefit JUP.

$JUP team wants to stop buybacks lol The token already in the fucking gutters What happens to it when buybacks stop and more unlocks happen? Tokenomics are so bad they wanna stop supporting the process action 🙈

@sssionggg You are wanting to take away something that currently benefits JUP token stakers & holders, and replace it with something that only benefits the team. With no rev share, how does increasing rate of growth benefit stakers and holders?

@marinonchain @JupiterExchange When you need a whole page to try to explain the reason something exists….. probably not needed.

Jupiter is launching its own native stablecoin 🪐 Not to compete with USDC - but to fix what’s broken in DeFi today 🤝 Here’s why JupUSD could quietly become one of the most important upgrades for @JupiterExchange users 👇 1️⃣ Why JupUSD Exists ✅ Solana DeFi is fragmented across many stables 👉 USDC, USDT, bridged assets, yield wrappers 👉 Liquidity is split & capital becomes inefficient 👉 Users pay with worse execution & more complexity ✅ JupUSD fixes this 👉 One native USD across the entire Jupiter stack 👉 Swap, Perps, Lend, Earn - same base money 👉 Less friction, simpler UX & tighter integrations 2️⃣ Not Just “Another Stablecoin” ✅ Native to the Jupiter ecosystem 👉 Designed as first-class money 👉 Across Swap, Perps & Lend 👉 Built for reliability before optimization ✅ Built with @ethena infrastructure 👉 Same team behind USDe 👉 $16B+ in stablecoins issued historically 👉 Battle-tested mint & redeem systems ✅ Conservative at launch, flexible over time 👉 Starts fully backed by USDtb 👉 No undercollateralized experiments 👉 Designed so yield can be added later without changing the token 3️⃣ How Yield Works ✅ JupUSD is a normal USD stablecoin 👉 No rebasing, no automatic yield 👉 Designed to stay simple & predictable ✅ Users earn yield by using Jupiter products 👉 Example: lend JupUSD on Jupiter Lend 👉 You earn interest because: 👉 borrowers pay to use JupUSD 👉 Withdraw anytime → back to plain JupUSD ✅ Clear separation of money & yield 👉 JupUSD = money 👉 Jupiter products = where yield lives 4⃣ What JupUSD Unlocks That Others Can’t ✅ Perps feel smoother 👉 Native collateral & native liquidity 👉 External stables = fragmented risk & slippage 👉 JupUSD powers Perps, Swaps & LPs directly 👉 Incentives, depth & risk can be optimized centrally 👉 Result: tighter spreads & cleaner execution ✅ Lending is safer 👉 Liquidations stay inside the system 👉 External stables work… until volatility hits 👉 JupUSD enables partial liquidations 👉 Users get time instead of instant wipeouts 5⃣ Strengthening the Jupiverse ✅ A true internal liquidity flywheel 👉 JupUSD replaces external stables inside Jupiter 👉 Less reliance on outside issuers & incentives 👉 Liquidity compounds within the Jupiverse ✅ Stablecoins are real protocol businesses 👉 Issuers earn from scale, flow & collateral yield 👉 With external stables, that value leaves Jupiter 👉 JupUSD keeps those flows inside the ecosystem 🔚

@phtevenstrong Nice to see solana get a mention with $Prime. Would love to hear your take on @humafinance. 9% base apy on $Pst, plus another 4-5% in their $huma token.

I haven't been doing my threads consistently for a while now. But it's time to get back on the hose and learn from tuition paid. 🚨BEST PROVABLY SOLVENT STABLE YIELDS🚨 This one should be worth bookmarking🧵👇

@jussy_world Weird that sol protocol would put all their liquidity on bsc.

RTX token went up 200% in 2 days My allocation worth almost $2000 BUT, there only $7.4k in Liquidity

@SenseiSOL @kashdhanda @JupiterExchange @coinbase $Jup is just a governance token, and not even that at the moment. And even when voting was happening, a few whales could swing the decision. Where do you see value accrual to $Jup coming from with coin base using Metis api? I don’t think even Jupiter themselves get any fees.

BREAKING: Coinbase partnered with @JupiterExchange to trade every Solana token on their platform. Whether you like them or not, Jupiter is building an empire. $JUP repricing will eventually happen.

@jussy_world @humidifi @JupiterExchange Bit of a joke that the first token to launch on dtf was so badly mishandled. Not a great look for Jupiter or humidify tbh.

🚨 Big Update on WET launch: First two rounds of the WET Sale sold out in minutes The public presale was sniped by bot (the entire supply) BUT, @humidifi team creating a new token, all Wetlist and JUP staker buyers will receive a pro-rata Airdrop So the sniper is not getting anything Current WET price on the premarket is $0.15 which is nearly a 3x -2x for presale buyers, plus there are no lock The new public sale will be on Monday, be ready