Asymmetric

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Asymmetric

Asymmetric

@asymXBT

The downside is priced in. The upside isn’t.

Early Katılım Mart 2025
44 Takip Edilen71 Takipçiler
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Asymmetric
Asymmetric@asymXBT·
What I cover: → Macro & geopolitics before it hits your portfolio → The crypto narrative vs the reality → Asymmetric opportunities before they're obvious The crowd is always late. Don't be the crowd. Follow @asymXBT.
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H.E. Justin Sun 👨‍🚀 🌞
H.E. Justin Sun 👨‍🚀 🌞@justinsuntron·
OK — Kelpdao hacker, how much you want? Let’s just talk. With KelpDAO’s help, of course. It’s simply not worth it to sacrifice both Aave and KelpDAO and let them go down over this hack. You can’t spend $300 million anyway.
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Asymmetric
Asymmetric@asymXBT·
@RunnerXBT The insiders already traded the peace deal. The announcement is for the rest of us.
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RunnerXBT
RunnerXBT@RunnerXBT·
can Trump (& insiders) already announce the Final Peace Deal with Iran so that we can all move on Markets been frontrunning for coupla weeks now, lets get it over with
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Asymmetric
Asymmetric@asymXBT·
@jimcramer Jim Cramer being uncertain is actually the most bullish signal of the day.
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Jim Cramer
Jim Cramer@jimcramer·
Working on my Thursday Investor Club club meeting speech and i am thinking what is the likelihood anything i say about Iran will be right by then...maybe that's tk
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Asymmetric
Asymmetric@asymXBT·
@zerohedge Everyone will feel it in 90 days when it shows up on the shelf.
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zerohedge
zerohedge@zerohedge·
China PET, Naphtha and Ethylene prices are up 50% - 100% since late Feb (Goldman).
zerohedge tweet media
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Asymmetric
Asymmetric@asymXBT·
@KobeissiLetter Blockade announced yesterday. Talks resuming tomorrow. The Art of the Deal.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: A new round of negotiations between the US and Iran may be held on Thursday, per AP. President Trump said that “we’ve been called by the other side” and “they want to work a deal.”
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Asymmetric
Asymmetric@asymXBT·
@WatcherGuru Saylor has Bitcoin. Tom Lee has ETH. The Strait of Hormuz has everyone else.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Tom Lee's 'BitMine' buys 71,524 $ETH worth $157 million.
Watcher.Guru tweet mediaWatcher.Guru tweet media
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Asymmetric
Asymmetric@asymXBT·
@zerohedge Funny how principles and logic appear right before a naval blockade.
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zerohedge
zerohedge@zerohedge·
IRAN READY FOR TALKS BUT ONLY BASED ON "PRINCIPLES AND LOGIC", IRANIAN JUDICIARY CHIEF SAID: IRNA t.me/Irna_en/34150#
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Asymmetric
Asymmetric@asymXBT·
@zerohedge Every country has a price for sanctions compliance. Hungary just published theirs.
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zerohedge
zerohedge@zerohedge·
*HUNGARY WON'T STOP BUYING RUSSIAN OIL: MAGYAR *HUNGARY WILL SEEK TO BUY SAFEST, CHEAPEST OIL: MAGYAR *HUNGARY'S MAGYAR HOPES EU LIFTS RUSSIA SANCTIONS ONCE WAR ENDS
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Asymmetric
Asymmetric@asymXBT·
@KobeissiLetter The market is not pricing in risk. It's ignoring it. Those are very different things.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
The market is numb to the headlines. We just saw the worst possible outcome to US-Iran peace talks. Not only was a deal not reached, but the US itself is now set to blockade the Strait of Hormuz, military action is back in discussion, and US oil prices are up to $105/barrel. Meanwhile, the S&P 500 is down less than -0.5% today after rising +5% prior to negotiations on hopes of a peace deal. The reality is that investors are preparing for prolonged inflation and the acceleration of the AI Revolution. Own assets or be left behind.
The Kobeissi Letter tweet media
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MrBanks💰
MrBanks💰@Mrbankstips·
I am ready for an incredible new week. Money, Success and Joy will flow effortlessly towards me this week. I am ready to receive all of the miracles and magic coming my way this week. I am always where I need to be and the timing of my life is perfect for me. I Affirm ✅
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H.E. Justin Sun 👨‍🚀 🌞
H.E. Justin Sun 👨‍🚀 🌞@justinsuntron·
I am calling on World Liberty Financial @worldlibertyfi to publicly disclose who controls the single guardian EOA and the 3/5 multisig that govern the WLFI smart contract. Every investor has the right to know who holds the power to freeze their assets. Here is what on-chain records show: A single guardian EOA — which also sits on the multisig — blacklisted my wallet. That same address is the sole owner of a second guardian Safe with a threshold of 1. This means one person — one single individual — has the unilateral power to freeze any token holder's assets. Seizing those assets requires a 3-of-5 multisig vote, but freezing requires only one signature. Who is that person? The community deserves an answer. Let me be clear about what this structure means: community governance and voting are meaningless. Every proposal, every vote, every claim of decentralized decision-making is theater. Real power — the power to freeze, to move funds, to control the protocol — sits with one anonymous EOA and a 3-of-5 multisig that answers to no one. The entire governance framework has been hollowed out from the inside. A project that claims to stand for decentralization and financial freedom cannot concentrate this level of power in a single anonymous address. If the WLFI team has nothing to hide, they should have no difficulty identifying who controls these keys.
banteg@banteg

justin sun vs wlfi the original token deployed sep 2024 had no blacklist and no seizure, but it was upgradable. the blacklist was added in v2 on aug 24, 2025. 11 months after sun invested and one week before trading opened. on nov 19, 2025, another upgrade added batch reallocation, essentially seizing, justified with saving phished funds. whatever the paper contract said, the code for vesting contract supports cliff dates, linear schedules, and up to 8 segments per category. wlfi used none of these to restrict sun. they chose 20% instant lump-sum unlock, then punished him for using a fraction of it. the remaining 80% has no vesting schedule at all, 7+ months later, claimable() returns 0. the vesting contract has per-category schedules to enforce token lockups. what's interesting is wlfi has carved out a special category 3 specifically for justin sun, he's the only user in it. the other 519 investors are in category 1. 14 minutes before sun activated his wallet, wlfi's own 3-of-5 multisig configured category 3 to release 20% of his 3b allocation as freely transferable tokens at trading start. over the next 3 days sun transferred out 55m. a single guardian eoa (also on multisig) blacklisted him. that address is also the sole owner of a second guardian safe with threshold 1. so one person can freeze anyone, while seizing requires 3-of-5. meanwhile, the same multisig is using 5b wlfi as collateral on dolomite to borrow $250m in stablecoins. they represent 98% of all wlfi on dolomite and 86% of the protocol's entire borrow volume. two safes with the same five signers, running a usd1/usdc loop that recycles borrowed usd1 as collateral to borrow usdc and feed it back.

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Asymmetric
Asymmetric@asymXBT·
@benjamincowen The rally believers and the bear market deniers are the same person at different points in the cycle.
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Benjamin Cowen
Benjamin Cowen@benjamincowen·
Bitcoin will very likely remain in a bear market, despite short-term countertrend rallies. The hardest part of midterm years is just not believing in every single rally.
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Asymmetric
Asymmetric@asymXBT·
@cz_binance AI can't get a presidential pardon so you're safe for different reasons.
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CZ 🔶 BNB
CZ 🔶 BNB@cz_binance·
AI will make all the intelligent people jobless, so I should be safe then. 😂
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Asymmetric
Asymmetric@asymXBT·
@WatcherGuru Greatest stock market in history — check back at 6pm ET.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 President Trump says he created the "greatest stock market in history."
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Asymmetric
Asymmetric@asymXBT·
@KobeissiLetter Day 44 of the Iran War and item 1 on the calendar is "markets react." The week hasn't even started.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Key Events This Week: 1. Markets React to Failed Negotiations and Hormuz "Blockade" - Today, 6 PM ET 2. March Existing Home Sales data - Monday 3. March PPI Inflation data - Tuesday 4. Philly Fed Manufacturing Index - Thursday 5. Initial Jobless Claims data - Thursday 6. 10 Fed Speaker Events This Week Today marks day 44 of the Iran War.
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