TSaraiva

602 posts

TSaraiva

TSaraiva

@TSaraivaa

Katılım Nisan 2018
1.4K Takip Edilen181 Takipçiler
Ernesto
Ernesto@eboadom·
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Credo
Credo@credo__v·
Paradigm-backed Across Protocol explores letting ACX holders exchange tokens for equity — THE BLOCK $ACX
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Marc Zeller
Marc Zeller@Marczeller·
@Fiskantes There will be no fork, check Zeller’s theorem.
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Marc Zeller
Marc Zeller@Marczeller·
A new chapter is starting today. Yet for Aave, nothing will change in the short term; there's a lot of inertia, and liquidity is sticky, so there's no reason to be concerned. We had quite a few good things in the pipeline, and we will deliver them during the transition period. You already know this, I'm too hungry to retire, so it's the end of a chapter but not of the journey.
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TSaraiva
TSaraiva@TSaraivaa·
@hexonaut thank u, but these buybacks are coming from treasury? or where is it coming from?
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Credo
Credo@credo__v·
OPENCLAW REMOVES VENICE AI AS HIGHLIGHT MODEL PROVIDER, FOUNDER STATES IT WAS AN OVERSIGHT : DOCS $VVV
Credo tweet mediaCredo tweet media
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Credo
Credo@credo__v·
Dreamcash has received significant attention recently. With increased coverage from KOLs, headlines involving Tether, and additional marketing efforts expected from the team, it is worth looking beyond the surface and focusing on some numbers and underlying dynamics. Dreamcash is an RWA perpetuals frontend on Hyperliquid that brings metals, indices, and commodities on-chain through HIP-3. It currently ranks second behind TradeXYZ, with roughly 15% of HIP-3 market share. Currently, Dreamcash has around 2,000 unique addresses and just launched a campaign today, in contrast to other projects such as Hyena and Felix which have ongoing campaigns for a while. These developments are expected to unfold this week: 1) Webapp Launch 2) Incentive Program 3) New Markets If executed well, these steps could materially increase Dreamcash’s share, and position it to challenge for the top spot in HIP-3. It's currently annualizing $3.26M in revenue which still keeps outside the top 100 in revenue terms. It has also breached $5.2B cumulative volume till date. A less discussed aspect is the connection with Beam Foundation. Dreamcash is positioned as Beam’s trading division. Beam Foundation holds a $49 million equity stake in Dreamcash, which represents its largest single treasury position at 28%. The exact mechanics of how Dreamcash revenue flows into BEAM token burns are not fully transparent. At present, DAO profits are generally allocated toward token buybacks. Given this relationship, $BEAMX appears to be the only liquid way to gain exposure to Dreamcash and its potential to compete for the leading position in HIP-3. However, this opportunity carries clear risks. Token liquidity is limited, and competitors, like Ethena, failed to accrue gains to its token through similar initiatives. The outcome will largely depend on market share. If Dreamcash remains below 25% of HIP-3 volume, the effect on Beam’s token is likely to be limited. If it reaches or exceeds 50%, even briefly, the market would likely reassess the value of $BEAMX.
Credo tweet mediaCredo tweet mediaCredo tweet media
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Credo
Credo@credo__v·
URGENT: $ZRO LayerZero accidently leaks tonight's event announcement, their own L1 blockchain, in a NOW DELETED video.
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Credo
Credo@credo__v·
$ZRO is gearing up for Feb 10, and the signals are getting loud. CEO Bryan Pellegrino is calling this the "culmination of the past 2.5 years" and potentially one of the largest deals of his life. We think its worth paying attention. The Infrastructure Speculation - On Jan 19, the NYSE announced a new tokenized securities platform requiring 24/7 trading and multi-chain support. • LayerZero’s OFT standard already powers this exact infrastructure for Dinari (tokenized equities) and Wyoming’s stablecoin ($FRNT). Though the partnership remains unconfirmed. Some numbers •$150B+ cumulative volume across 160+ chains. • Monthly volume is arguably outpacing Western Union and Wise. Smart Money Flows • Wallet 0xB164...1254ff swept 1.18M $ZRO at $1.40 last week. • WLFI advisor opened a substantial 5x long + spot position. • A16z is contributing to their new consensus module. The Wildcards • Eric Trump is appearing at LayerZero Asia in Seoul on the same day (Feb 10). • Unlikely to be just an S2 airdrop given the magnitude of the tease. There are no certainties but in a dry market, this shapes up as a tradable catalyst - a relative value long into the event with sell the news potential on the other side. NFA DYOR.
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TSaraiva
TSaraiva@TSaraivaa·
@rektoshii you got any ideas on what the announcement could be?
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Credo
Credo@credo__v·
CZ teases Binance Life $币安人生 as Chinese memoir title, targets release in 4-6 weeks. Andreessen Horowitz raises $15B for new funds. Grayscale registers $BNB ETF in Delaware.
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TSaraiva
TSaraiva@TSaraivaa·
@Agzt_111 so this new company could still be very likely working with zcash?
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Agzt🛡
Agzt🛡@Agzt_111·
ECC Devs are migrating to a new company, not leaving the ecosystem. It's not at all accurate to say "the core devs are gone" or "no devs anymore". And ECC is only just one part of the Zcash Development Community - Shielded Labs, Zcash Foundation and Projection Tachyon are all independent and unaffected by this. I have my concerns in the short run, but in the long run I know this to be good news. Non-profit shackles coming off one of the best teams in Crypto. We'll look back on this as a demonstration of Zcash's resilience and decentralization.
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morcovell
morcovell@mrcvl_1401·
@RunnerXBT all u need in trading is mental health break from CT running > mental health > ego-reset > ............. > risk management > edge
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RunnerXBT
RunnerXBT@RunnerXBT·
YTD PNL curve on main trading account It is very easy to spot where I went on 2 month mental health break from CT, notes taken, lessons in there
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Credo
Credo@credo__v·
Rex‑Osprey $DOGE ETF launch postponed. $BTC ETFs saw inflows of about $550M yesterday, following inflows of about $750M the day before. An address holding about 375M $ENA transferred another 5M tokens to Binance today.
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