dirty nilly

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dirty nilly

dirty nilly

@dirty_nilly

crypto alpha and news, a bit foodbloging with a pinch of life, big @cookiedotfun fan

Planet Earth Katılım Nisan 2024
327 Takip Edilen42 Takipçiler
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dirty nilly
dirty nilly@dirty_nilly·
Especially written for KOLs and stakers of $COOKIE who make noise and beyond price level do not see anything After watching for Cookie3, then Cookie DAO around 2 years. I see this quarter to be the hugest for all ecosystem 1) Upcoming new products: Global Snaps Token station MCP by Cookie.fun (highly anticipated by me, I feel compared to Nansen MCP or Elfa.ai it will create new benchmark in this field) 2) Current new products: Cookie Launchpad There is some noise about unfairness to diamond stakers and remaining one. Diamond stakers have not big priority compared to public round, only 400$ around. Conversely, I would pay attention to public round, as it is first launch there might be hidden base reward (everyone remember PLASMA?) as well as priority to all the stakers in public round ( I guess it is just not disclosed yet). Definitely the public allocation will not be shared among ppl who are not dedicated to Cookie ecosystem 3) New listing: We still miss one good listing: Upbit. Korean market is pretty closed and I see how Cookies pushes projects Korean snaps campaign by allocating some extra rewards to them. It really shifts it closer to it 4) My favorite one: MAFs Beyond that, I made through MAFs a number close to 6 figure. Upcoming MAFs will create unprecedented buy pressure. Estimated by me only VOOI will require 6-7 millions of tokens🧨. Moving further TEN, Almanak, BOB, TRIA… will have TGE in November and early December it is extra 6-7 millions. Overall, 15 millions of tokens!!!! Do you need extra arguments to add it at least to watchlist at Binance? 5) After market realisation of it => instant FOMO How it works I hope I shouldn’t say I have already sent screenshot about Recall Believe me I will do the same thing about VOOI and many other MAFs 6) Buyback and burning mechanism: In ACT 3 there is statement that, all the payment received from cookie.fun API, a half goes to treasury, another one goes to buyback. The last month Kaito sent to buyback around $1.2 millions. Kaito MC is $300 millions, so it doesn’t make a big impact. Cookie collecting it for 8 months, then it will make so big back. I wouldn’t even get surprised if it will 10% from FDV just in one time Burning mechanism goes through legal staff. I feel it will be reales really soon @fwielanier do u have anything to add to make me more bullish? Drop ur best guess on price by December 31st in comments
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GSR
GSR@GSR_io·
Traders only: who wants this?
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dirty nilly
dirty nilly@dirty_nilly·
Somewhere in summer bought one The Composable NFT to bet on airdrop, so here u are Your bet on amount? I hope to get at least the same amount spent on NFT🤣
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dirty nilly
dirty nilly@dirty_nilly·
Some of it I don’t even remember lol
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dirty nilly
dirty nilly@dirty_nilly·
Fast hands, a lot of $COOKIE and here you are👋 If we will see $VOOI above $300m FDV it is $25k total allocation
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Cookie DAO 🍪
Cookie DAO 🍪@cookiedotfun·
The largest Snaps airdrop for $COOKIE stakers via Multi-Airdrop Farming is going live with @vooi_io tomorrow – the stakers pool is $400K.* New here? Multi Airdrop Farming lets $COOKIE stakers get airdrops by locking their tokens in farming pools to earn 10–20% of the total reward pool from most Cookie Snaps campaigns. To be eligible to participate in MAF, make sure you’re staking $COOKIE in one of the tiers before the snapshot, tomorrow at 1 pm UTC. Find the Vooi airdrop for $COOKIE stakers details and schedule in the 🧵 *the airdrop amount is estimated based on the Vooi FDV from the Cookie Launchpad sale
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dirty nilly
dirty nilly@dirty_nilly·
Made my PoH through @Authena_xyz What is left? Anticipating 25th of November, waiting for $2k on TGE then 50% vesting 6 months
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dirty nilly
dirty nilly@dirty_nilly·
@waleswoosh Good take. During this month will be released some promising updates, maybe the game will change
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wale.moca 🐳
wale.moca 🐳@waleswoosh·
Cookie's capital mindshare is one of the best InfoFi related innovations imo. But the platform overall needs more good campaigns
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wale.moca 🐳
wale.moca 🐳@waleswoosh·
An InfoFi related conversation that will dominate in the coming months is not necessarily the algorithm, but the ecosystem utility. $KAITO vs $COOKIE (vs the Wallchain and Xeet tokens). For Kaito, the benefit of staked tokens currently lies in ecosystem airdrops and priority allocations in the launchpad. For Cookie, it's a boost for all campaigns since they introduced "capital mindshare", as well as additional allocations in their Legion launchpad sales (we saw this in the Vooi sale this week). This means that holding and staking is only +EV on both platforms if: 1) The listed projects are interesting. 2) The allocation for ecosystem airdrops are substantial. 3) The launchpads get good deals. This won't be any different for future Wallchain and Xeet tokens. That's why imo it's no longer the algorithm that is the kingmaker here, it's the ecosystem utility. Either be the best at the current utility avenues (get the best listings and deals) or introduce new ones
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dirty nilly
dirty nilly@dirty_nilly·
Absolutely right, not all the MMs do these. However, certainly every CEXs have MM who work in their favor. For instance, in perp order book no liquidity to make market order in book, so this position get MM with discount around 2%. Just imagine these numbers in BTC, Eth and Sol only, is in it crazy?
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Chart Davidson
Chart Davidson@ChartDavidson·
This is how CEXs make money!! They allow high leverage on perps and then they employ MMs to change the direction of the markets quickly, liquidating your position. Always ask why exchanges are allowing crazy leverage!! Its to take your money!!
dirty nilly@dirty_nilly

Working and trading in a such industry like crypto I think without perps this industry wouldn’t become so wide and cool. Ofc MM manipulates index spot then take liquidations on balance sheet with discount earning on it. I guess people dream about instant earning, so this instrument gets so attractive

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dirty nilly
dirty nilly@dirty_nilly·
gm CT! Energising up before starting worky day
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0xJeff
0xJeff@0xJeff·
Feels like it’s over Prices down, fear at extremes, everyone tired. But zooming out - liquidity, AI, and policy are lining up again. The setup looks eerily similar to the months before every past recovery. The After Hour EP.29 — Reading Between the Fear. [Link in bio]
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0xJeff@0xJeff

Market still chopping. Fear everywhere. TVL down. Exploits. Depegs. Quiet timelines. But stablecoin supply just hit ATH. Billions sitting on the sidelines, waiting. This is a risk-off "pause", not capital leaving Crypto. In the After Hour EP.28, I break down: - Why capital hasn’t left - Why Q4 still favors upside - How to position for the rebound - Where the selective alt season might actually hit [Link in bio]

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dirty nilly
dirty nilly@dirty_nilly·
@0xSammy Simply saying, that AI is a bubble means this person doesn’t understand it. Just take into account, only in the US were executed around 80000 layoffs due to AI implementation the last month. Is it a bubble? It is really efficient way of cutting the cost
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0xSammy
0xSammy@0xSammy·
People compare AI to the DotCom bubble, but fail to identify how drastically more advanced it is than simply connecting people digitally It took years for the network effects of the internet to take hold, but now they’re established it means new iterations become reality A LOT faster Many are wary of the “AI bubble” partly because Burry (granted with a track record of successfully shorting the market) has publicly stated his position It’s not rocket science to figure out that AI will enter bubble territory. Markets go through cycles, and will no doubt end with a blow off top as “dumb money” FOMOs in last minute This feels more consensus than contrarian when comparing to the sub prime mortgage crisis that made Burry millions Analysts have been calling for the top of the equities market for years, but it continues to rise, with Tech stocks rallying ahead Yes I’m sure there will be a pullback at some point, but even when that happens which companies do you think will return to the front? AI is the most disruptive innovation of our time, so even with a bubble I can assure you that the infrastructure built around this will return to top after the market corrects Why do you think that those building the next iteration of the “DotCom” internet are now trillion dollar companies? Crypto & AI are that next phase of this evolution, and Robotics brings this digital renaissance into the physical realm The next century is going to make the Industrial Revolution look like cave men discovering fire for the first time I just sincerely hope we manage to develop this sustainably
Kalshi@Kalshi

BREAKING: Searches for "AI bubble" skyrocket to a new all-time high.

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Usopp
Usopp@Usoppu·
1 month ago vs today + 4600 followers + 78 smart followers + 458 yaps building and grinding extremely hard every single day so a quick monthly growth report to motivate myself and others some random days, I feel like my growth has come to a halt. but when I do a 1-month comparison like this, I can clearly see the progress, and it makes me want to go even harder next month. as long as this month’s numbers are higher than last month’s - no matter how small the gain - I’m happy. have a plan, execute the plan, and trust the process.
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Usopp
Usopp@Usoppu·
assuming If you have $276k rn - what are you gonna do with it? and how will you try to turn this into $1M by 2027?
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dirty nilly
dirty nilly@dirty_nilly·
Just got max guaranteed allocation for VOOI (100% TGE) being diamond staker Totally I will secure $5k for first sale on Cookie Launchpad
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Monti 🍌
Monti 🍌@MontiMania·
GN Legends 🌕 Not selling my Bitcoin. I'm putting them to work with @beyond__tech instead
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dirty nilly
dirty nilly@dirty_nilly·
Working and trading in a such industry like crypto I think without perps this industry wouldn’t become so wide and cool. Ofc MM manipulates index spot then take liquidations on balance sheet with discount earning on it. I guess people dream about instant earning, so this instrument gets so attractive
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The White Whale
The White Whale@WhiteWhaleLabs·
High-leverage Perps: Good or Bad? High-leverage perps didn’t just “add leverage” to crypto. They changed what this market is. Before perpetual futures went mainstream, BTC and ETH lived in a mostly spot-driven world. You could buy, you could sell, but true hedging and shorting were clunky. Liquidity was patchy, spreads were wider, and big capital had real limits on how seriously it could treat the asset class. Perps blew that open. They brought in deep, around-the-clock liquidity on the majors, tight spreads, and enough volume that BTC and ETH could sit at the same table as FX and commodities. Funding and arbitrage now keep perp and spot prices glued together most of the time. Big players can hedge, run basis trades, and express macro views cleanly. That’s not just casino behavior; that’s the infrastructure of any real market. But the cost of that upgrade is baked into the way the system works. Once high leverage became standard, crashes stopped being “just sellers overwhelming buyers” and started being chain reactions. A nudge into an overlevered pocket doesn’t produce a gentle correction; it sets off a liquidation engine. Forced selling calls more forced selling. What looks like a rational 2–3% move in spot can turn into a 10% wick simply because the derivatives stack is leaning too far one way. Price leadership flipped too. Spot no longer sets the tone on most days – perp positioning does. Short-term moves in BTC and ETH are often just the market repricing leverage, not value: funding skew, crowded longs or shorts, and liquidation clusters explain a lot more intraday behavior than “buyers vs sellers” ever will. The underlying asset still matters, but in the moment-to-moment tape, the derivatives layer is in the driver’s seat. That structure naturally favors size and sophistication. If a huge share of the market is running 10–25x with obvious stop zones, it doesn’t take a conspiracy theory to explain sudden wicks. It takes capital, patience, and an understanding of how the risk engines behave under stress. Liquidity looks deep right up until it’s not, because the same leverage that made the book appear thick also makes everyone disappear at once when the unwind starts. So did high-leverage perps make crypto better or worse? They made BTC and ETH more liquid, more tradable, and more tightly plugged into global markets than they’ve ever been. They also made the landscape more reflexive, more mechanically violent, and less forgiving to anyone who doesn’t understand how leverage, funding, and liquidations actually function. If you’re trading this market today, you’re not just trading coins. You’re trading inside a machine that was redesigned around perps. So are high-leverage perps good or bad? They simply are. 🫡 From the depths — The White Whale 🐋
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