Swizzle
2.4K posts

Swizzle
@SolSwizzle
Degenerate philosopher; Co-Host @Riskonpod

We're Not Back | EP 49 twitter.com/i/broadcasts/1…

Alright, first play I’m posting in a while here There's clearly a strong appetite for AI related market exposure (shocking that it didn't end up being a lobster themed shitcoin on Base!) The $TAO squeeze setup over the past week was pretty textbook in hindsight. Negative funding (-0.35%) + rising OI + double bottom at $215 = shorts got carried out to $273 and beyond. Wish I'd pulled the trigger on it, but I do think that momentum is now needing to cool off — funding flipped positive, squeeze mechanics are exhausted. So what now? Personally, I am really interested in $NEAR as an AI infrastructure rotation to watch closely. Broke out of $1.38 resistance (this is where I entered) with OI behind it (+60% 30d), funding still mild, and it's the backbone chain that AI agents, and chain abstraction can all build on. $1.50 is a big level. If it claims that with volume, $1.65-1.70 is in play, and potentially higher from there. Front running a powerful narrative here that I think is being slept on, and the chart looks great. Let's see

The Ponzi Times Mar 17, 2026: ▪️ Crypto's Vanity Fair Squad ▪️ Messari pivots to AI ▪️ Tracking Netanyahu’s insider on Polymarket ▪️ $5M deal betweet Milei and Hayden Davis on $LIBRA ▪️ Crypto guidance from SEC ▪️ Saylor vs Chamath and more...

We're F*cking Back | EP 48 twitter.com/i/broadcasts/1…




Wood Explains Why LPing Makes Sense for Traders and Why @MeteoraAG Is a Step in the Right Direction “Whether or not you think it’s good or bad, I think more people should be buying and selling coins using pools, because it’s a great way to enter and exit things without one, hurting a chart; two, realising slippage; and three, you can earn fees while doing it. It’s an absolute no-brainer.” “I think this is a really good step in the right direction to kind of normalise LPing and create a product that people who are trading on @AxiomExchange or Padre can kind of see and relate to more.”







BREAKING: Oil prices collapse below $84/barrel, now down over -30% since last night’s highs.


$5k rounding error? let's zoom out. I analyzed only 15 pumpswap tokens. $2.9B volume. on-chain data from dune, every trade since pumpswap launched. all 25 fee tiers from pump.fun/docs/fees applied per trade. pumpswap: $11.6M in fees. $5.8M to LP. $5.8M extracted. raydium would have been: $7.3M in fees. $6.4M to LP. $870k extracted. traders paid $4.3M more. half of every fee dollar on pumpswap leaves the pool. on raydium, 88 cents stayed. the LP was never the only point. what the trader pays is. and that number is $4.3M higher across just 15 tokens. and this is only the pumpswap DEX fee. terminal fees (0.75-1%) aren't included. they stack. the CAs? TROLL, GOR, neet, CHILLHOUSE, PENGUIN, WhiteWhale, Punch, Buttcoin, COPPERINU, maxxing, HODL, 我的刀盾, 𝕏Money, shitcoin, OIL. i'm a founder myself. i get it. you build, you monetize. but every platform that extracts too much eventually creates the market conditions for its own replacement. crypto has proven this over and over again. query is public. run it yourself. dune.com/queries/680152…
