
Edgar §
6.5K posts

Edgar §
@edgarr_crypto
No amount of money ever bought a second of time
BTC Katılım Şubat 2021
1.1K Takip Edilen2K Takipçiler
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Everything is cyclical, they manipulate you so that you lose confidence.
But people prefer buy when narrative is real and finally buys the social consensus.
The real RR occurs when you have fear or doubts about it and few people is talking about it.
Put your fucking balls on the table and trust yourself bro.
CT is noise, maintain moderate autism to make your own decisions. Otherwise, you will enter the infinite loop of being the exit liquidity.
your operation
your rules
your risk management
your thesis
your edge
You must be the one who directs your own rules.
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It's funny how things can change in just a few months.
The upside is that I’ve been focusing on farming and maintaining liquidity since the sharp drop we saw in October.
The downside is that I was expecting some TGEs in Q1 of this year, and they’re going to be delayed, like Opensea or Nansen.
I’m sticking to the same plan with the other projects and adding xStocks to the list. Focus mainly on PM (volume/LP/active days/markets).
I’ll add that I’ve removed Megaeth from the list unless they run an incentive campaign with clear information; for now, it’s a failure in my opinion.
About USDai, it didn't work out; the execution and market conditions haven't been great. Tbh I was expecting a lot more, I skipped the presale.
Let’s keep working
Edgar §@edgarr_crypto
Projects you must keep on your radar and participate on it ✍🏼 ▫️@Polymarket (tge q1) ▫️@USDai_Official (ico/airdrop tge q1) ▫️@megaeth (2.5% airdrop campaign) ▫️@opensea (currently farming, tge q1) ▫️@nansen_ai (active points, tge q1?) ▫️@OhBabyGames (empire) ▫️@GTE_XYZ (megaeth eco) ▫️@Euphoria_fi (megaeth eco) ▫️@noise_xyz (megaeth eco)
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Two asymmetric bets on @Polymarket with good rr
// Megaeth FDV one day after launch?
▫️Bet YES (odds 82%)
Last Megaeth funding round was at 1b fdv (public sale on Echo)
I suspect the dump from 90% to 80% it is due to the opportunity cost of the uncertainty TGE date.
// Spacex IPO closing mcap
▫️Bet YES +1T (odds 80%)
Spacex is the most expected IPO during 2026, also the aerospace industry is a rapidly growing sector and is on the US agenda.
Also Tesla is at 1.4T mcap, I think it’s very likely that we will see similar valuations during the first few days.


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@AlwaysRedox Yeah agree, they still have a ‘good’ ecosystem
Let’s how they will do on mainnet (incentives and metrics)
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@edgarr_crypto Still some projects to look into
Even a gaming project
Although, narrative is everything
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Usdai is the last worth stablecoin farm imo
PayPal@PayPal
Working with @USDai_Official to support AI infrastructure use cases with PYUSD.
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We are revising our developer API policies:
We will no longer allow apps that reward users for posting on X (aka “infofi”). This has led to a tremendous amount of AI slop & reply spam on the platform.
We have revoked API access from these apps, so your X experience should start improving soon (once the bots realize they’re not getting paid anymore).
If your developer account was terminated, please reach out and we will assist in transitioning your business to Threads and Bluesky.
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