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Gruzz
451 posts
Gruzz
@gruzz08
LP Engineer (SOL/EVM) ⚡️ Fighting Impermanent Loss with math 🧠 Converting chaos into a constant 📉→📈 🚫 No courses. 🚫 No signals. Get IL Annihilator here 👇
Katılım Mart 2024
102 Takip Edilen76 Takipçiler
174 people joined
Did not expect that level of activity 🥩
Mr. Beefman 🥩@0xMrBeefman
Set it up for everyone who asked For those who want to get token updates fast My profile bio has a link to a Telegram channel
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@0xMrBeefman A short hedge is the best insurance against rags and slow rags. In this case, you don't need to wait for a rebound to collect fees and profit. However, the token must have a futures contract.
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Token just launched
500k market cap
100-200k liquidity in pools
Noticed this ratio?
Raises questions
Feels like teams are economically incentivized not to push market cap too high
Just enough effort on promotion, then rug or slow rug?
Then they launch a new token and repeat
Now not traders but LPs become exit liquidity
What do you think? 🥩
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@0xMrBeefman It makes resonable print on mid-range. It pumped back, so it have prooved no to be a modern slowrug trend :)
Mid-range short term farm is my choice.
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Spot strategy would have delivered solid profit here
$CHIBI 969.43K
2TpMjYXnrgxoeVCq2i6EAR8vNWqe5MNvHCz3bENNpump
No onchain updates on the token
> My Meteora Farm Setup
Still not touching this token
Reasons were covered in the previous post
Chart shows a clean range and spot farmers likely pulled good profit
But risk reward still does not look attractive to me
What do you think about this token?
I analyze risks regularly, follow 🥩
NFA
Mr. Beefman 🥩@0xMrBeefman
Exited this token very well $CHIBI 893.24K 2TpMjYXnrgxoeVCq2i6EAR8vNWqe5MNvHCz3bENNpump As mentioned in the previous post, I was out and not planning to re enter Reason was different though Still turned out to be the right call Chart already looks terrible, and if Elon changed the avatar now, would be a one candle wipe > My Meteora LP Move Do not touch this token What do you think about $CHIBI? I explain risks in tokens, follow 🥩 NFA
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@0xMrBeefman The chart looks unnatural. At the 1-minute timeframe and below, it resembles DEGE, UGOR, and similar coins. The most likely outcome is a slow rug pull. A price increase is only possible if a market maker decides to pump it. So this is a scam. I cashed out at zero and I'm glad.
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Supply under control or set up for a dump?
20% snipers and 10% insiders means entry is already taxed
$CAPTCHA 4.57M
FtSRgyCEhKTc1PPgEAXvuHN3NyiP6LS9uyB28KCN3CAP
Around 10% insiders
Over 20% snipers
Bubble map shows one large 6% cluster and many smaller ones
Onchain has plenty of red flags. Whether this is supply control or an exit plan for the dev will be clear later
Narrative is not interesting. From experience, things like this do not last long and have low odds of reaching mass attention
Question is only how long the team keeps it afloat
@AlexMasmej is the dev
CaptchaApp is a social app on Solana aimed at filtering AI spam. To post, users need to buy about $1 worth of tokens which acts as a filter for bots and low quality content. Likes and interactions generate rewards. Both humans and AI agents can participate by buying tokens, posting content and earning within the same ecosystem
> My Meteora liquidity play
11M daily volume
Farmed mid range bid ask near the highs
Around 5 entries total
No more entries and not planning to treat it as a slow cook, only quick farming
What do you think about this token?
If you want more breakdowns, follow 🥩
NFA
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Bundler sold
Story collapsed within hours
$TERAFAB 460K
EncFm8nRh1VBwcRmGugTUzoGsC1n2srWesKDkiMAYWLt
That bundler mentioned yesterday sold this token
Did not expect it to end this fast
Still think Elon Musk is likely to mention this project again and not walking back the previous take
But now there is a new risk. Market cap is so low there is a chance the next mention sends a different token instead
Will keep watching
> My Meteora LP entry
Closed this position yesterday at a loss since a 10% pump was not enough to get back to breakeven
It happens
What do you think about this token?
To not miss new breakdowns, follow 🥩
NFA
Mr. Beefman 🥩@0xMrBeefman
This could be interesting Open to a longer lifespan here and here is why $TERAFAB 1.51M EncFm8nRh1VBwcRmGugTUzoGsC1n2srWesKDkiMAYWLt Another Elon driven event token But more interesting than most of the recent ones tied to him High chance TERAFAB keeps getting mentioned consistently since the project itself is very ambitious At minimum it can stay in the conversation more frequently Token distribution looks fairly decent No snipers spotted Bundlers still present, do not get people saying they are gone. Easy to see in top holders. Their upnl does not carry massive weight Bubble map shows small clusters, not critical TERAFAB narrative started from Elon replying to a SpaceX post describing a joint SpaceX xAI Tesla project aiming for over one terawatt of AI compute per year with most of it in space due to Earth energy limits. Idea is TERAFAB becomes the missing layer in Elons ecosystem solving chip production, removing energy constraints and enabling AI scale across Optimus Dojo and xAI superintelligence, opening a path toward a galactic civilization > My Meteora LP play Farmed from the highs with mid range bid ask Token came back to my entry and paid well Still farming this token What is your take on this token? If staying in the loop matters, follow 🥩 NFA
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Just filtered Tokleo tokens at 1M+ cap
Choose your destiny
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Old token came back to life on a single news event
There is an event
Continuation is not guaranteed
$Aliens 1.40M
F5tfztTnE4sYsMhZT5KrFpWvHmYSfJZoRjCuxKPbpump
A token that has been around for over a month decided to pump on domain registration news
Top 10 holds over 20% of supply which feels high
Cannot spot any snipers
Bundlers seem to be leftovers from the previous launch based on wallet creation data of top holders
Bubblemap shows clusters of different sizes. Not a clean structure
This is an event driven token. It can be forgotten tomorrow if the alien topic does not get continued media attention. This is basically a bet on mentions
The narrative is fun and fits crypto well
Trump said that due to high interest in aliens he will have the government find and declassify all documents on UFOs and extraterrestrial life. Likely tied to earlier comments from Obama suggesting aliens could be real and Trump using it to poke at him and drive attention with talk of file releases as part of a political show. The Secretary of War wording adds a more dramatic tone
> My Meteora Pool Setup
Missed the main volume since I was asleep
There was almost 3M in volume over 24 hours which is solid for the current market
Looking at DAO chats prints yesterday were average
Right now the chart looks good for LP but I will not enter yet. Want to see how it handles the first correction without media support if that happens
Any thoughts on this token?
Helping spot risks early. Follow 🥩
NFA
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@0xMrBeefman The key problem is in the accountability of projects. Or rather, the lack thereof. Large investments, project evaluation based on token issuance — all of this has created the illusion that a token equals a project share. But it's just a piece of candy.
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How do you restore trust in alts?
Have you noticed what “averaging down” turned into over the past few years? You buy the dip and get a second, third and tenth bottom as a bonus. It used to be called a strategy. Now it feels like a voluntary donation to VCs.
Retail is burned out. People wait years for “the altseason” while old “fundamentals” slowly become exit liquidity for early investors.
Against that backdrop, the meme casino on Solana almost looks more honest. At least it does not promise to change the world while draining your balance.
Feels like the alt market is stuck in a structural dead end.
Do you have any ideas on how to fix this problem?
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@0xMrBeefman I am still sticking to narrow positions under personal supervision for short sessions. Slow cook without supervision is already dangerous.
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A lot of important information coming up
Do not say you were not warned later
$Punch 30.05M
NV2RYH954cTJ3ckFUpvfqaQXU4ARqqDH3562nFSpump
You know I focus on risks first. Sharing my thoughts.
Subjectively, I like the idea behind the token. The concept is interesting. That does not cancel what comes next.
In 6 days the token did +4500%. Insiders had about a week to accumulate before it even crossed 500K market cap. There are plenty of those wallets. Easy to verify. It is also sitting at ATH. The real question is when top holders start unloading and how aggressive that gets. They are not holding forever.
I see people on X saying the bubblemap looks clean. I do not agree. There are cluster questions.
Top 10 holds 17% of supply. That is a lot for a meme at this size.
The token is pumping because the narrative is viral, emotional, sticky. There is real organic traction. For example this post yesterday x.com/heavensbvnny/s… did over 1M views.
Also worth reading x.com/WhiteWhaleLabs…. I will not comment on it. Everyone can draw their own conclusions since it is not my post.
Onchain is far from ideal.
My Meteora LP play
· You remember I publicly said I exited $PENGUIN 63.93M x.com/0xMrBeefman/st…. This setup is starting to look similar.
· I closed my position because the print is getting less attractive. It can still pump. The narrative is strong. The issue is liquidity in the pools keeps growing, which means lower print. If I was purely directional here, I would rather hold spot than LP because that likely pays more.
20/1% has 643K liquidity
20/0.2% has 160K liquidity
Fees are getting eaten up because 20 bin step pools are stacked with liquidity.
That is a lot. Maybe 0-3 more days of decent print. After that I am betting it fades.
· So I closed the slow cook position early. I will only farm this on volume spikes if they come. There are plenty of other tokens to farm right now.
What is your take on this token?
I break down risks before they are obvious. Follow🥩
NFA
Mr. Beefman 🥩@0xMrBeefman
All the onchain risks are still there Covered them in previous posts $Punch 11.78M NV2RYH954cTJ3ckFUpvfqaQXU4ARqqDH3562nFSpump The project is progressing. Socials are still full of Punch monkey clips. Wholesome content. Community doing steady bagwork. My Meteora Farm Play · From an LP perspective the chart looks clean. · Print is below average. · It consistently gives one solid profit window per day. · I have been farming it wide on the bid ask because I see the onchain risks. In hindsight a narrow or mid range would have paid more. Still, there is a reason I run analysis and stick to my framework. What is your take on the token? More tokens in the profile 🥩 NFA
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@0xMrBeefman Very similar to the pattern $DEGE as well as the later ones $BFC and $USOR
It's as if they have one market maker. You can make money if you enter with a small position and manage to withdraw your capital before the scam. Be prepared to lose your position before deciding to enter
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Fully bundled scam
And somehow it is printing
$HTC 6.82M
HTCiQqiJa4e2L7aB5heTVgb2FYJyWDr6XdgsHwr3MpLR
Anyone with some experience can see this is a scam. One look at the chart was enough.
A lot of people still like farming setups like this, so I decided to flag it.
My Meteora liquidity setup
· I am not farming this token. Just not in the mood to farm a scam.
· Farming risk is 10/10
· This is pure gambling. The common approaches here are opening a spot at -5-10% or running bid ask at -95% and beyond. A tight range is a bet it chops at one level. A wide range is a bet on a hard drop with a possible bounce after.
· Based on tokleo, the USDC pool is farming significantly better than SOL. Needs real testing in practice to see how it plays out.
How do you view this token?
I highlight token risks, follow🥩
NFA
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Automating liquidity on DLMM is coming.
> Auto Vault will handle rebalancing and fee compounding for you
> adjust binsteps from high to low as tokens mature
> scale your position with Liquidity Mining Rewards
> coming Q1 2026
the possibilities are endless with Auto Vaults.
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@HackermanAce Vesting, staking programs, MM activities, token utility. Frankly, it was obvious before TGE where the price was headed.
I don't understand how the best LP project ever has a 250M cap.
At TGE, 500M seemed pessimistic.
The MET price is sad and not good for Meteora's reputation.
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I couldnt agree more.
But god forbid if I say something , ill get attacked by a mob of blindly following fools.
Biggest mistake imo was liquidity in the start, it was setup horribly and the biggest reason why momentum was lost. All because they wanted to collect fees lol
Punkmonke.hl🇪🇺@Punk_Monke
Obviously, they expected MetDhabi and the announcement to be bullish for $MET Meteora’s communication strategy has been a disaster for months, and Soju is largely responsible. Trust is lost. Meteora is a very good product with a strong community, and it deserves better leadership
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2/3
Things have calmed down, but it’s still printing high: ~7,000% APR.
To farm this efficiently, use a hedge to capture the yield.
Here is how to do it x.com/gruzz08/status…
Gruzz@gruzz08
1000%+ APRs on Uniswap/Pancake shitcoin pools are usually a trap. Without hedging, IL kills your principal faster than the yield accumulates. But you can capture this print. Below is the mechanics of Delta Neutral LP and the calculator I created. 👇
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@Jeremybtc Is it a hard choice? IS IT? It's enough to use Metamask for more than one day to make this choice the easiest one.
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How my failure changed my mind?
After blowing up my portfolio, I adopted less risky strats (BA), I turned into a more patient guy and 2-3% are enough for me (if more, great).
Its slow, needs time but at least I'm moving up and not down.
Thanks to all that supported me! 🙏
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