0xAaron

@easytopredict @z0r0zzz 0349bc76e5336ae05c741a4a42dd26264f2989ab34a163ab72a6de0111cacce67d

@0ctoshi @PlasmaFDN Same situation for me, really hope Echo team can solve this on time

2 days left until @PlasmaFDN sale, but bc I accidentally connect one of my contacts' wallets in "view only", I'm now not qualified ☠️ I've contacted support and they told me it might take some time bc high demand I hope they can resolve it or extend the timeframe, have few friends in the same situation @cobie @pauliepunt @echodotxyz @lucidxpl @hwbehrens

Airdrops are the fastest way to build wealth in this space

@BakerDAO420 Let's get this bread🍞,🍞

@nillion Finally

As Nillion approaches its third phase with the Alpha Mainnet launch, we’re thrilled to announce the NIL airdrop. NIL airdrop is our way of rewarding the Nillion community members and early adopters, complementing our Community Round in 2024. Here’s the details 🧵

@crypto_condom @superseed It’s 20M raised at 100M val

FINALLY a TGE at fair value. Unlike the greedy $500m+ L2 launches recently (cough $SCR, $Taiko, MorphL2 etc....the lads @superseed are offering their L2 TGE at $20m valuation. I genuinely dont know of any L2s that have offered tokens at this low of a val w/no lock. If the chain is even a moderate success, I think that early investors stand to benefit from significant wealth effect. Worth watching.🤌

@waleswoosh FDVran to 250M, not 2.5B

All attention was on friendtech again. At least for a few days. The FDV at launch was $1.5B USD and it actually ran to $2.5B USD. But most instantly sold their airdrop and moved on. A race to zero quickly began. (13/16)

Friendtech rugged. Here's the story of how friendtech became the #1 SocialFi app. And how it experienced a downfall for the history books 🧵👇 (1/16)

@quant_sheep @pendle_fi Awesome! Thanks for your insights

@cryptaar0n @pendle_fi My personal opinion is: rsUSDe offer 1x symbiotic ,10x sats , 2x mellow with apy at 23% sUSDe offer 20x sats. If sUSDe is well priced, 10x sats may be 8% So 1x symbiotic and 2x mellow is 15% with rsUSDe. But Re7LRT offer lower apy at 9.5% So the result is : too high

For 26Sep pools on @pendle_fi Overrated implied apy: pzETH on Ethereum Cheap Eigen points: resETH(Swell L2) Cheap Symbiotic points: steakLRT NFA, Implied apy is changing all the time, the apy I post is at the time I am writing

Lazy Syncing 🦥💤

@lemonfloss lfg

On-chain traders/grinders that want to jump into a group of likeminded individuals, drop an interact on this post. We’re about to create a god-tier chat.

@degencap @pendle_fi @Dolomite_io Dolomite has been running for almost 2 years while the minerals campaign just started a few weeks ago, I don’t think it would make sense to reward only Minerals holders for the airdrop and forgetting all the other users, therefore the APR for minerals might be much lower imo

There's a @pendle_fi YT that's still looking smexy for points farming, 2500% APR lawd help me. ​ Background: I'm big bullish @Dolomite_io and $DOLO x.com/degencap/statu… ​ 👉👈 Key points for Minerals: > Points system for $DOLO > 1 epoch 1 week > How to earn Minerals: 1) lending, 2) using asset as collateral, and 3) external integrations (Pendle) > Multiplier (loyalty bonus): if you keep/increase weekly earning rate, you get +0.5X multiplier per week, up to 5X > Currently epoch 12 (ongoing), 400M Minerals > Asset earning rates (Minerals per week): -- USDT: 1 -- ETH: 5K -- METH: 2.5K -- MNT: 1.50 -- USDY: 1.25 -- WBTC: 75K -- Pendle dUSDC: 3 ​ 👉👈 Minerals distribution (Arbitrum only): Top 100 owns 88% (of collected Minerals) Likely linear distribution, if they're unfriendly whales then rekt 👉👈 Now on to projecting $ / Minerals. Objectives: (1) How much Minerals are worth based on assumptions (total epoch, projected growth, airdrop allocations, DOLO FDV)? (2) Based on (1), how much APR is depositing 1 ETH? (3) Fastest way to catch up? Is Pendle dUSDC worth it? (4) Including Minerals (1), how much $ / POWDER on Mantle ​ Growth of Minerals over time is steady, the multipliers will make it skewed latter ​ Here's a linear regression on the per Epoch Minerals. May be an overestimation but I like to be pessimistic in my returns. Value of 100 Minerals if end at Epoch 15: $0.65 - $1.30 Value of 100 Minerals if end at Epoch 20: $0.44 - $0.89 For ref: End at Epoch 25: $0.33 - $0.65 End at Epoch 30: $0.25 - $0.50 ​ 👉👈 ETH has the biggest discount since it's valued at 5K (ref. $3.2K/ETH), so what's the ROI? End Epoch 15: 53% - 106% APR, 1 ETH deposit yields $32.50 - $65.00 per week End Epoch 20: 36% - 72% APR, 1 ETH deposit yields $22.00 - $44.00 per week Note: not including the principal return, lending APR, oARB, and your multipliers (up to 5X)! ​ 👉👈 I don't think (or I hope) the Epoch doesn't run too much longer so if you are new you need leverage. Either leverage looping in Dolomite or buying YT-dUSDC. ​ Too lazy to calculate lev loop returns but I'm sure it'll yield big numbers since borrow cost is low. ​ 1 Pendle YT-dUSDC: $0.03, gives 3 Minerals per week ($0.013 lower projection, Epoch 20). Underlying yield is 1/2 of the implied APY so actual cost is 1/2. That's breakeven in less than two weeks. 2500% APR (ofc annualized BS but)? lol ​ Pendle dUSDC is expiring on 2024-09-26 (11 more epochs). 🤷‍♂️ ​ Note: Pendle multiplier is isolated from normal multiplier, and you get 33X lev from this ​ Note: YT liquidity is thin, so if you wanna ape better go for LP then can lock on @Penpiexyz_io, you'll get 3X multiplier and oARB too, tho less lev ​ I didn't bother further and just click buy YT-dUSDC tbh. I'll compare direct leverage looping in Dolomite vs Pendle next ​ Kindly verify my hasty calculations sensei @PendleIntern 🙏 ​ 👉👈 So on double Mineral X POWDER farming. You're getting paid to farm POWDER. x.com/degencap/statu… FYI these are all my projections, assumptions and calculations so take it with a grain of salt. Numbers look a lil too good so I'd double check. And please don't vest it @CoreyCaplan3 🥹 ​ Mountain chads: @dolomite_intern @CoreyCaplan3 @adam_knuckey @MajinBobo0x @crypto_condom @dcfgod

@Bitcoineo Thanks for sharing! Small correction : $TAP has VCs, unlocked linearly

Week 1 - Portfolio Breakdown I decided to launch a new series on how I allocate my capital in crypto. It will help me reevaluate my investment theses every week and build credibility through a long-term public track record, while giving you real-time valuable insights you can actually copy. 🔷 Preliminary Considerations I'm 25, I have no kids and no parents to take care of financially. I spent more than 8 hours daily on crypto for the past 4 years. That's why I tend to be risk-seeking. I never use leverage, rarely trade, and only make concentrated bets when I'm confident a specific asset can outperform $ETH in a defined period of time. I think the current meta is shifting from memecoins to revenue-generating dapps, and that's where I invest most of my liquid capital. Yet, my portfolio size is somewhere in the six figures. I know that I already have more than what I need, so I'm not the type of degenerate who will all-in on any vaporware coin just because it's trendy. Also, keep in mind that I'm doing this for educational purposes. I'm not a professional investor and I still make a ton of mistakes. 🔷 Current Portfolio Allocation 1. $TAP (28.4%) - Current price 3.8$ My biggest bags, and it's a 33M MC token you've never heard about? Don't worry, I'm not doing all this to shill you illiquid onchain garbage. @tapioca_dao is a new innovative protocol taking the best of CDP and Money Market models and bringing them natively omnichain thanks to LayerZero's tech. You'll be able to mint $USDO using $ETH, LSTs, and $ZRO (fyi: there are 480,000 $ZRO holders 👀) It's not deployed yet, but let me get this straight: it's going to print a sh*t ton of fees. And those will get 100% redirected to $TAP lockers. No VCs, huge POL, genuine builders with high integrity standards. $TAP is currently trading at $3.8 but I don't see any reason for it not to be a $10 token in the next 2 months. 2. $ETH (22.7%) - Current price 3104$ Do I really need to explain why I hold $ETH? It's one of the strongest bets you can make if you're bullish on crypto. ETF incoming, small drawdowns, native yield, farm airdrops, etc. It's just too good to ignore. If I were to keep one asset for the next 10 years, it would be $ETH. 3. $LDO (18.1%) - Current price 1.56$ Let’s be honest: $LDO is a cucked asset. It’s been one of the worst-performing $ETH betas over the past year. No memes, no culture, and hardly anyone knows the team. Even the SEC is suing. It's like the shy girl no one talks to, except for bullies. But there's always a time to say 'enough is enough' and become the badass everyone wants to be around. This time has come for $LDO, for various reasons (will write an independent article about this): 4. $AERO & $VELO (16.4% and 9.5%) - Current prices 0.631$ and 0.0683$ Crazy how people are fading these two sleeping giants. @AerodromeFi and @VelodromeFi have been printing revenue like no one for lockers and their dominance of volume is growing quickly vs Uniswap on major L2s (Base and Optimism). There are currently incentives to buy & lock $AERO with the Flight School Program & the Superchain DeFi Festival. Since I'm more bullish on Base than Optimism, I'll probably convert my $VELO into $AERO soon and continue to buy and lock an extra 2500 $AERO every week. 5. Others (4.9%) $ZRO, @fantasy_top_ cards, @SankoGameCorp NFTs, farming tokens, and some angel bets. 🔷 Conclusion I'm confident with my current portfolio allocation. I'm aware that I'm not exposed to the @solana ecosystem, and that's an issue. I'm planning to aggressively take profits at the end of the year, and most profits will go to $JLP, which is, to me, the best passive farm to secure your profits. Don't forget that this portfolio is tailored for my current financial situation and risk appetite, and you shouldn't blindly copy it without doing serious due diligence on the tokens presented. I hope you liked this new series, feel free to share it if you did. I'll keep you updated next week, Take care ❤️

@0x_antifragile dm

Inside of you there are two wolves.. Hyperliquid epoch summary #1 - I think spot as a whole got slightly nerfed (volume adjusted) - around ████ pts per $ of net purr vol, ████ per $ of net smol coins vol - I think very minor or no change wrt purr vs smol coins allocation (purr was significantly buffed 1 epoch before) - Holdings boosted and raw volume reduced - Dont see big difference between maker/taker - Hard to judge Pnl importance coz usually its pretty uponly (unless you are me from the screenshot 😅) I think still super easy to bag a few hundred points weekly (unless you are throwing with some useless strats), I have bunch of more in-depth stats/numbers, dms open for hpl grindooors and remaining 10 CT users

@PrimordialAA commonwealth.im/layerzero/disc… Refund transaction from @insrtapp team to users reported as sybil activity.

Ok since everyone has been sending them to me independently let's try to consolidate them in one place. Please send me the WORST commonwealth reports AND (very important) why they are obviously wrong/flawed. Will try to knock off denying a large batch today

@EnigmaFund @BorpaTokencom @Entanglefi $BORPA #Excelsior

On the 19th of April, 20 whitelist spaces will open during the @BorpaTokencom spaces. Borpa is the first of its kind, powered by @Entanglefi... the world's first cross-chain meme demonstrating the power of Entangle Protocol's unique tech. Be there. Be Borpa.

@CJCJCJCJ_ @friendtech Unlink twitter from old account Create a new ft account with new email Link twitter You should have a new PK (that's what i had on another account)

I relinked my @friendtech to a new account, but the private key / wallet still remains the same which was compromised months ago, is there a way to generate a new wallet as well? Doesn't really solve the issue of compromised keys. Anyone has ideas/connects to escalate this?

@easynodexyz Love the project!

You have 24 hours to be early All you need to do is comment on this post

@TheShamdoo blast.io/D8JOX

Anyone kind enough to send me a blast link

@monad_xyz made it

If you can like this tweet, you've made the cut