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White Bulluga
2.8K posts
Allemaal bodems, behalve 2008, maar toen zat je al overduidelijk in een bearmarket!
Topdown Charts@topdowncharts
Tech Sector CDS trending higher Probably nothing... ...right? 😬
Nederlands
@abcampbell Also 12m through alameda to his brother. Not sure you included this already in the 27m
English
@SBF_FTX Solvent in SRM FTT MAPS and OXY
Surely that 2.1 Billion in SRM would have covered my USD withdrawal.
STOP SAM!
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FTX was always solvent.
No one in the world is more qualified to comment on this than Dan Chapsky.
Dan was Head of Data Science at FTX. When the bankruptcy lawyers wanted to know if FTX was solvent, Dan was who they hired to calculate the answer.
In a new sworn declaration, Dan tells the court what he told the lawyers.
storage.courtlistener.com/recap/gov.usco…
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Day 469 of posting a random photo from Eastern Europe until $ENA reaches $3
#ethena
₿alkan ₿adass@0xBalkan
Day 468 of posting a random photo from Eastern Europe until $ENA reaches $3 #ethena
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@ThinkingUSD @theallinpod @cz_binance @chamath You should listen 1:47:50 -> 1:48:30
At 1:48:25 you can see Hyperliquid going through his head and he just gives up on the point.
Someone should meme this
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CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
@cz_binance sits down with @chamath for an amazing two hour interview!
(0:00) From China to Canada
(6:13) CZ’s Early Career: Shockingly Normal
(17:39) First Company in Shanghai
(23:08) Discovering Bitcoin
(30:11) Going All-In on Crypto
(41:27) Founding Binance
(1:03:57) The FTX Story: SBF Relationship and Collapse
(1:09:46) Facing Biden’s Anti-Crypto DOJ
(1:25:25) Inside Federal Prison
(1:40:10) Life After Binance and New Ventures
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Quick reminder: consider supplying some $USDH and/or $USDC on the Earn page on Hyperliquid. It’s still pre-alpha, and historically anything in alpha / pre-alpha tends to earn disproportionately high points (if you believe in a s3). You can also borrow against it.
Max $USDC: $5k
Max $USDH: $50k
I’m currently supplying ~2.3% of all $USDH in the pool.
English
@easypeteAD @edwardmorra_btc This is from june 2024, this was not incidental, it is business practice
x.com/WhiteBulluga/s…
White Bulluga@WhiteBulluga
@DefiMoon @ethena What they say: To incentivize a realignment of ENA holders from mercenary capital to long term aligned users What they mean: We confiscate your tokens so you can't sell before our team/investor unlocks
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The way they handled their airdrops disgusted the entire community, with increasing delays each season (three months for the last one, plus a third locked on HyENA) and declining interest. Add to that poor communication and new rules that arrived AFTER the end of the season, and you get the collapse of a project that had everything going for it.
...And I'm not even talking about the three-day delay in the airdrop, to take place AFTER the VC unlock, or the 60% drop in price between the initial planned date and the actual release.
English
What tf actually happened here?
Remember Ethena raised $530M (+$895M before that) to buy $ENA?
Well, it nuked -80% straight after the last announcement.
No amount of yield gonna save my underwater sENA. DATs are truly a curse of this cycle.
G | Ethena@gdog97_
Excited to see a successful follow on raise for StablecoinX of ~$530m which represents roughly 14% of the circulating market cap of $ENA. To put this into perspective, this raise is the equivalent of: i) Saylor raising ~$300b to buy BTC ii) Tom Lee raising ~$75b to buy ETH iii)~2x the circulating supply purchased with cash in the last raise The Ethena Foundation retains a veto right on any ENA sales by StablecoinX.
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@edwardmorra_btc Ethena was cursed before DATS existed. But here they sold locked tokens (RED FLAG!!!) at massive discounts to DATS and used proceeds as exit liquidity. Max extraction, GG
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White Bulluga retweetledi
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If we get a bearmarket, USDC supply might do -50% and the stock will probably do the same. But I think there are better trades if you believe a prolonged bear market is upon us
English
Made over 11k shorting CRCL. TP'd and reshorted a couple times along the way. Think it's time to take it off now. At the peak, CRCL was trading at a ratio of 1/1 marketcap/USDC outstanding. Right now that ratio is is down 80% to 1/5.
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@RunnerXBT Depends if you are black or not. I wouldn’t have known if my money was safe…
Kamala Harris@KamalaHarris
Black men deserve a president who cares about making their lives better.
English
Wait a sec these guys lost $800-$3k+ on me making some simple tools?
ChatGPT:
220M tokens
Heavy use of Claude Sonnet + GPT-5
Agent-heavy workflows
Your raw inference cost was very likely $1k–$3k+
English
The irresistible urge short the lows on wld, apt, bera, and similar coins has been a decent bottom indicator in the past
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@0xmjt x.com/whitebulluga/s…
Left curve
White Bulluga@WhiteBulluga
Your highest EV bet right now is spending as much money as you can in fees on Hyperliquid. If your goated trader you can make money trading. But if you can be slightly losing or break even that's fine too. so far for me, $1 in fees ≈ 1 point points will be >4$ imo nfa
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Ethena S4 airdrop update:
Users will be able to claim the 1% FDV portion of the S4 distribution on HyENA. In order to claim their airdrop, users with more than 200m of S4 rewards need to:
- Deposit and hold HLPe or USDe on HyENA for a minimum 2 week period, within 2 months of HyENA launch. Users can fulfill this 2 week requirement at any stage over the 2 months, as long as the 2 week period is continuous.
- Deposit requirement = 1 USDe per 2 million Ethena rewards in Season 4. For example, 1bn Rewards = 500 USDe.
- In addition to the deposit, users just need to execute one trade of any size on HyENA.
This is an unexpected change, especially since the S4 rewards distribution was already delayed (Season 4 ended on September 24, 2025). It does raise questions about what additional tasks might be required for future seasons.
That being said, it’s completely understandable that @ethena is doing everything they can to retain users and try their new products, we just wish this had been announced upfront rather than after the season ended.
English