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ayrton.df
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ayrton.df
@ayrton_df
𝐧𝐨 𝐞𝐠𝐨 𝐩𝐥𝐚𝐲𝐞𝐫 specialized in web3, react.js, node.js, next.js, eth, btc if you want to be happy, go somewhere new🌍🌎🌏
Katılım Ocak 2015
429 Takip Edilen2K Takipçiler

@stoner_races man axti and inp in trump xi context is insane validation!
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lol chat this is wild... i still can not believe $axti and inp substrates became part of china us trade discussion between donald trump and xi
looks like i got that thesis right after all
but honestly japan should start cutting off upstream machine supply to china too, including names like ulvac in humanoid chain. and same goes for red phosphorus players like rasa and nci if they are still shipping
us should also be pushing europe harder to reclaim key photonics assets like ficontec that chinese firms such as robotechnik were able to acquire

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damn...
mythos just got past apples 2 billion dollar defense system by finding completely different way in
it only needed 5 days and about 35k in mythos api costs, while this same kind of exploit usually goes for 5m to 10m on grey market
researchers behind it put together 55 page report and delivered it to apple hq in person, hoping it gets released after patch is out
most striking part is that apples mie worked way it was supposed to. mythos simply found another route around it by poisoning data m5 chip was taking in
at this point i think it is fair to say mythos is backing it up with real results
as anthropics red team confirmed this week, this is not compute problem anymore
this is national defense issue...
damn...
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trilemma is pretty straightforward
you can build for speed without decentralization, but then what exactly are you creating that tradfi cannot replicate
banks exchanges and payment companies will all be able to launch fast private chains. they can optimize for speed control and compliance better than almost anyone
edge of $eth is different
it is not trying to become fastest database
it is trying to be neutral settlement layer that no single institution can control
that is part that really matters once real world assets start moving onchain
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crazy lifehack for anyone living in japan or staying there for while
from 10am to 8pm, across 64 different locations, you can get
free wifi
unlimited coffee tea and juice
snack bar
massage chairs
free parking
foot massage machines
desk space and office cubicles
focus and work pods
trick is simple
you sign up for monthly membership with haruyama, mens suits and clothing retailer, for 1320 yen which is about 9 dollars month
that is all
you can cancel anytime after first month



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ayrton.df retweetledi

Roblox paid out $1,000,000,000 last year
most people still think it's for 10-year-olds
a 15-year-old cleared $2.1M from one game
you haven't published a single one
here's what's actually happening:
> 1 game/month × 6 months = passive catalog
> 500 private servers × $10 = $5,000/month
> avatar items, upload once, royalty forever
> Claude writes the Lua, you ship
the teenagers figured this out first
the window is closing behind them
bookmarked and learn
wast3@0xWast3
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ayrton.df retweetledi

1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% supply control behind $LAB's recent pump to $6B FDV.
Here's why @LABtrade_ represents everything wrong with the current meta of retail extraction on major centralized exchanges.


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founder of “defi report” (apparently sponsored by
galaxyhq)
doesnt read chain. two main claims he provides are false: 1. users do need to fully trust lighter team with their funds. contracts are instantly upgradable. escape hatch doesn’t work. 2. state cannot be fully reconstructed and therefore audited. we know because we tried.
l2beat is free!

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in 2014, 19 year old mit student raised 500000 dollars and gave every undergraduate on campus 100 dollars in bitcoin. alot of them spent it on sushi. that sushi would later be worth 44 million dollars.
jeremy rubin was sophomore studying computer science when he ended up in legal fight with new jersey attorney general, who called him hardcore hardened cyber criminal.
his offense was creating bitcoin mining program that had actually won an innovation award at hackathon.
he was eventually cleared, but bigger thing he took away was that even many students at mit had never heard of bitcoin.
so he raised 500000 dollars from alumni and bitcoin supporters, and in october 2014 gave every mit undergraduate 100 dollars worth of bitcoin, around one third of coin when btc was trading near 336 dollars.
3108 students signed up.
experiment became first academic study of bitcoin adoption.
within two weeks, one out of ten students had already cashed out.
by 2017, one out of four had sold.
students who simply forgot about it ended up doing the best.
most popular place to spend bitcoin was one sushi spot called thelonious monkfish.
it was only place on campus accepting bitcoin at time.
one student said about half people he knew used their full 100 dollars on sushi.
another spent hers on two sushi dinners and forgot rest was still there.
in 2021 she checked wallet again.
that original 100 dollars in bitcoin had grown to 13000 dollars.
if every student had just held onto it, full 500000 dollar experiment would be worth more than 110 million dollars today.
as one student put it, most of us thought it was kind of joke.
some of smartest students at one of top engineering schools in world were handed free bitcoin in 2014 and used it on sushi.
ones who forgot they even had it turned out to be real winners.
sometimes best investment strategy is just losing access to your wallet for few years

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ayrton.df retweetledi

This was all streamed from Bitcoin using Ordinals. The 3D world supports real-time multiplayer interactions, and decentralized land ownership. All this is on-chain on Bitcoin, and as immutable and secure as Bitcoin itself.
The weather in the world reacts to Bitcoin fees, clouds are linked to transaction volume, and time in the world is determined by block height. Makes sense for a Bitcoin world.
Real-time multiplayer interactions is one of the newest features. This is particularly difficult to do because Bitcoin block times are ~10 minutes. Bitcoin has been around for 17 years, and we're now seeing fascinating new things being built on top of it.
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imagine being lazarus group
you hack kelp dao for 292m in rseth
instead of dumping it, you post it as collateral on aave and borrow 190m in clean eth against it
aave loses 8b in tvl within 48 hours in what becomes the first real bank run in defi
the arbitrum security council freezes 71m, which ends up being the only recovered money
the remaining 175m gets routed through thorchain, with 494k paid in protocol fees for the privilege
then it gets turned into btc and scattered into utxo dust across thousands of wallets
after that it moves to tron and gets swapped into usdt
chinese otc desks gather the flows and settle them through unionpay outside swift and outside sanctions
the cash reaches pyongyang and helps fund the missile program
7 days, 9 protocols, everything happened fully in public on chain, and nobody stopped it. defi in a nutshell
GIF
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these are kind of protocols we want to find
defi yields have tightened lot while risks are still easy to see, that has to improve if we want meaningful growth
we are looking for protocols that run their own strategies along with vaults or yield assets that can generate returns above treasury bonds
we are also open to strategies that go through drawdowns on the way since that works well with our product
if you are building loops pt strategies or money market protocols and trying to grow credit, we want to hear from you
if your protocol matches this and you want to discuss integrations, send message or drop comment under post

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only during boring market can i let myself rest🤠
rn im locked in on @MEXC and ai, left @Polymarket unattended for week lol
have good weekend @everyone!

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ran it back with another one from sunglasses by cmai
grabbed #1406 while collection was still half asleep and content was not even fully live yet
those early ugly screens are usually where best entries come from🤪

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absolutely amazed how our beloved crypto kols, who used to stick to niche topics, pulled strategic pivot and now bless us with deep expert geopolitical takes! truly peak synergy and horizon expansion... no need to add extra comms channels anymore, since whole knowledge ecosystem is now conveniently consolidated in one place for maximum value to our loyal community:)))

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hey guys! how projects ship in 2026, from tge to fdv getting nuked
q1 2026 was kinda rough, but new tokens still kept launching
heres the top 10 by fdv
$FT $970m now/$1.02b peak
$EDGE $670m/$733m
$SENT $621m / $2.49b
#SN3 $492m/ $645m
$GWEI $414m/$574m
$TRIA $302m /$498m
$ESP $286m/$768m
$ZAMA $248m/$442m
$ROBO $219m/$611m
$BSB $212m/$275m
most q1 tokens topped basically right after listing, then dumped hard
trend is obvious, launch, spike, then slow grind down

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