The Crypto Cuscus

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The Crypto Cuscus

The Crypto Cuscus

@cryptocuscus

Angel investor hunting alpha on SOL. Marsupial not monkey!

Hong Kong Katılım Mart 2024
1.5K Takip Edilen515 Takipçiler
The Crypto Cuscus retweetledi
stacc robinhood
stacc robinhood@STACCoverflow·
pretty chart, familiar interface one big difference: this chart cannot go down ($robinhoods for $robinhoods) js, get in here anons: wwrd.app/0x8587DfDC788A… prove me wrong
stacc robinhood tweet media
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The Crypto Cuscus retweetledi
stacc robinhood
stacc robinhood@STACCoverflow·
I notice an awful lot of ponsv2 forks on testnet/mainnet so I'm doing one no ui - not tryina steal market share here, just wanna test wwrd.app in the wild before the ponsv2 official launch, quoted in robinhoods 0xC42cF61C16aaC797b991cf9C1ac8Ae70bA74A286 nothing to see here - move along, if u don't want a 'not a real ponsv2 ponsv2 launch on wwrd.app/0x8587DfDC788A… otherwise,... have fun, clanker views to follow: eli5: one coin, two shops. the safu shop has a floor that only goes up — sells there can't move the price, so no red candles. the degen shop is a normal bonding curve that sells out into a locked uniswap pool. everything priced in $ROBINHOODS. only have ETH? the site swaps for you on the way in. eli18: dual-venue launch (specv3): one fixed-supply token, inventory split across a wwrd protected curve (monotone NAV, sells redeem at floor — capped downside enforced by the hook) + a pons-v2-style curve (phantom reserve, partial fills, auto-graduation to a fee-0 v4 pool with permanently locked LP). quoted in RH — and the seed IS the mcap (mcap ≈ 1.11×seed, genesis mints to the creator at seed×ratio). arb between books is permissionless, so the wedge closes itself — usually cheaper on wwrd.app. official pons v2 has no factory yet (hook+escrow only, 3 audits pending), so the degen side is a docs-faithful fork. elivitalik: one ERC-20, two pricing functions over disjoint inventory; cross-venue coherence emerges from neutral arbitrage, not a protocol fee router. the meta venue enforces NAV monotonicity at the hook level; the degen venue is a reserve-aware bonding curve whose terminal state atomically seeds a locked full-range v4 position. genesis price is per-quote configurable on-chain (RH pinned at 0.02647e18 → ~$0.0019/token, not 1e-6 dust), quote asset is RH, so the floor floats in ETH terms with RH spot. unaudited, immutable, obsolete the moment official v2 ships — which is the point: wwrd.app learns to run it in the wild first.
stacc robinhood@STACCoverflow

primary curve meet secondary curve :thinking:

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The Crypto Cuscus retweetledi
stacc robinhood
stacc robinhood@STACCoverflow·
dunno if anyone needs to hear this, I realize it's clanker talk but tldr u can basically trade any @ponsdotfamily bags for fees+ether on robinhoods.market/pwa/liquidity - including whatever reason you might want to cook up for that! Here's one, in detail: PWA FOR PONS DEVS / EARLY HOLDERS (ELI18) I don’t want to market-sell my Pons token on the chart. I list on PWA instead. WHAT I’M DOING I lock a lot of my tokens + an ETH “bid” into the PWA pool. Players pay a play fee → on-chain RNG allocates a random lot. They either KEEP the tokens or SETTLE ~85% of my ETH bid. Off-chart distribution / optional exit — not a DEX dump. THE TWO NUMBERS 1) Amount = how many tokens in the lot (what I can afford to lose if they KEEP) 2) Bid ETH = price tag on the lot (min 0.01 ETH on-chain) Settle pays the player ~85% of that bid. UNDERPRICE VS OVERPRICE (vs what the bag is worth on swap) • UNDERPRICE (bid LOW vs real spot of the bag) - Lot looks juicy → more KEEP pressure - Lower bid = HIGHER selection weight → easier to pull - More flow, but I “sold” cheap if they keep/settle against me • FAIR (bid ≈ spot of that amount) - Neutral keep vs settle - Honest off-chart listing • OVERPRICE (bid HIGH vs spot) - Lot looks expensive → harder to pull (inverse weight) - Safer for me, may sit forever 0.01 ETH is the MINIMUM tag, not “my valuation.” Big bag + 0.01 bid ≈ hard underprice on purpose. RULE OF THUMB Want attention / get pulled → bid a bit under fair. Hate free money for spinners → bid at/over fair, accept lower hit rate. Size lots you can stomach losing as KEEPs. NOT A CHART SELL DEX sell prints red candles. PWA list parks tokens until RNG hits — no instant chart dump. You still give up tokens if someone KEEPs. CHEAT SHEET amount = bag risk bid = settle price tag (min 0.01) low bid = underprice = easy pull / sweet keep high bid = overprice = hard pull / may rot Play: robinhoods.market/pwa/play Liq: robinhoods.market/pwa/liquidity NFA. RNG + weights = no guarantees who hits you or when. $robinhoods 0xC42cF61C16aaC797b991cf9C1ac8Ae70bA74A286
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The Crypto Cuscus retweetledi
The Crypto Cuscus retweetledi
stacc robinhood
stacc robinhood@STACCoverflow·
dev just put 46 000 000 $ROBINHOODS on the SWO sidechain can't withdraw ~at least~ 7days bullish?
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The Crypto Cuscus retweetledi
stacc robinhood
stacc robinhood@STACCoverflow·
so in all seriousness dear vibecoders: the arbs on these sidechains will be nuts good luck figuring it out.
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The Crypto Cuscus retweetledi
stacc robinhood
stacc robinhood@STACCoverflow·
I built a bot to help me figure out the game theory behind shit so I'm not blindsided when people do peoplelike stuff that usually flummoxes me the bot: focus on a runner. 0xC42cF61C16aaC797b991cf9C1ac8Ae70bA74A286
stacc robinhood tweet media
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Alex 🥷
Alex 🥷@Shilllin·
Thinking about doing a test launch on Robinhood Anyone want to help ?
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