guled

theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo

theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo theo

@functi0nZer0 welcome to old age laurence

> be me > don't go to the gym for two weeks while in Asia > come back, pick up exactly where I left off > do my full routine over five days > every single part of me now barely capable of moving Why am I like this

@ogiberstein @therollupco @lukecannon727 @HyperliquidX 😁

@therollupco @lukecannon727 @HyperliquidX Thats not how I imagined @lukecannon727 to look like 😁

We asked @lukecannon727 how he got into Hyperliquid. "@HyperliquidX was just another platform that I was farming back in 2023." "One of the features that got a lot of early users, including myself, was they're really quick to list these new esoteric perps." "Shout out @crypto_adair who was the first person to publish this $800 per point thesis." "He was the one who basically really made me go all in."

@iggyioppe @Theo_Network Welcome Iggy!

Some personal news: I’m joining the @Theo_Network team as Chief Investment Officer. I started working with the team earlier this year (initially as an investor) and have been impressed by their vision and depth of understanding when it comes to both onchain and offchain markets. The team is small but mighty, and I’m convinced they’re the right people to reshape how financial markets work. Thrilled for what’s to come!

Excited to share the vision we’ve been building at @Theo_Network

@MacroCRG @STONKS_SOL looks good

@balldntlie_ @footballguy82 @TheTraeYoung 😂

@footballguy82 Stfu @TheTraeYoung was you not happy few times that you made the playoffs based on winning the play-in-game? Watch out 🤫

Yall agree with Trae Young?

@functi0nZer0 Congrats Laurence!

Meet Aoife Isla and Finlay Laurence Born 09:50 and 09:53, to You’re Gonna Go Far, Kid by The Offspring playing in the background Both children and mother are doing well

@WatcherGuru crime

WARNING: Our X account has been hacked and the previous post (now deleted) was posted by a hacker. We have 2FA enabled and have taken extreme measures to avoid hacks. We are looking into this and will provide an update when we have more details. We are working to get in touch with X support.

@tier10k lol

@functi0nZer0 what a cursed coin

This is fake news They simply swapped USDC to ETH and waited two days

@JamesLPerry9 @realcryptocow the cow stays.

@realcryptocow Is crypto here to stay though?

Late Stage Capitalism in the Onchain Economy & Its Pending French Revolution Contrary to popular opinion about the state of onchain (the whole world is coming etc.), I think you are witnessing a form of late stage capitalism onchain in a fully unregulated market Backdrop 2021 normalized crypto and brought it to the forefront of retail's psyche, championing the "WAGMI" narrative primarily driven by the world coming onchain for the "Future of Finance" (DeFi) and "Global Coordination Systems" (Smart Contract Infrastructure). But what actually happened? >Founders & funds created PMFless tech >Minted a token out of thin air >Sold for billions w/ no incentive to deliver on their promises Why were they able to do this? These people have influence, which caused bid & price appreciation, which caused further interest. However, the memecoin supercycle was a death blow to the longevity of this approach. Why should retail play at your casino when they can play at their own? However, what this did was accelerate the inevitable outcome of crony capitalism -> Elimination of the middle class & further division of the two remaining classes In essence, we have 1 to 1 replicated the VC model via onchain new pairs So Where Does This Leave Us Today? See Graphic 1. Unequal outcomes tend to accelerate. The highest class also has influence, and therefore have more incentive to utilize said influence. They are then satiated w/ less % gains on higher capital bases, while retail is put in the opposite situation, and are hence skewed to be more and more conservative, and therefore bearish, b/c they have more to lose from things going down than things going up, and have experience market cycles (see: euphoria) of turning $1M -> 5M on ai16z or fartcoin, while retail turned $1000->$2000 and then $350 They can no longer relate to or understand the common experience onchain sans insider group chats and large size What Does This Look Like? This creates a near opposite, late-stage capitalist experience onchain Lower Class: Retail POV (Any participant that does not have edge) 1. Ever Decreasing Fresh Bid (-UPNL) 2. Ever Increasing Skepticism 3. Forced Further out on The Risk Curve 4. Feelings of "Hopelessness" High Class: KOL / Cabal POV (Any paticipant w/ inherent advantages like coordination, audience and/or asymmetric information that creates edge) 1. game theory introduces faster time to rug & lower required return 2. scarcity mindset amongst very groups coordinating 3. Decentralized VC esque structure onchain w/ individual influencers mobilizing against the broader herd What Happens Next? The exact model you came to hate about VCs is now replicated onchain, but VCs have been replaced by KOLs who have no cost basis & no long term interest in the projects that they're shilling The K-Shaped Recovery I outlined here is inevitable: x.com/realcryptocow/… Why? This accelerating class division forces "retail" out of the economy and into a state of rebellion as their win rate moves faster and faster toward 0%. 2nd order thinking suggest the most likely outcome is a "Trench French Revolution" of sorts occurs Retail is forced to stop touching the burning stove and start to participate in the few coins with the most constrained supply, and lowest rug likelihood to continue playing but avoid the negative consequences of bidding cabal tokens. The top 5-10 movement coins are quite literally their only hope of making the returns they aspire to, and these tokens have the most constrained supply and elastic demand, which becomes a self-fulfilling prophecy Liquidity will concentrate in these top 5-20 neo-religions, as people pick their "grassroots" sports teams in attempt to overthrow the royal class just as you saw in '24, Cult Tokens are to Cabal Memes what Memcoins were to VC Tokens I expect the memes that have survived this apocalypse will 100-250x by the end of the year After studying the people behind all popular tokens for ~12 months, these are my top bets w/ the highest concentration of "retail" holders #spx6900 $sigma $giga $lockin $apu $mog $bitcoin $popcat $glorp $hehe

@fyp_leo @TheoNetwork_ #enter-a-referral-code" target="_blank" rel="nofollow noopener">docs.theo.xyz/straddle/user-…

@TheoNetwork_ Where I could paste the ref code that my friend gave to me

Check out one of our newest vaults Deposit today -> app.theo.xyz

@fyp_leo @TheoNetwork_ click on your account/wallet in the top right hand corner of the page

@benbybit @Bybit_Official

Which meme should @Bybit_Official list next? Comment , retweet and lets see what communities want.

@MacroCRG @Nasdaq @STONKS_SOL there is no second first

lol someone hacked the @Nasdaq x account, launched a stonks coin + hooked a fake account up as an affiliate Best grift I’ve seen in a while Friendly reminder, @STONKS_SOL own the meme man IP. A very valuable IP. Any other stonks memecoin is infringing upon it Oh and it’s also the first ever memecoin deployed on Solana The ticker is $STNK

@functi0nZer0 laws are optional 😊

How any pre-TGE company can still be expected to respect laws around excluding Americans from token launches after today is absolutely fucking beyond me

@samkazemian @udiWertheimer Not a hot take at all.

@udiWertheimer Hot take: there never will be an EVM BTC war because ~50% of WBTC is held by 3 protocols (Aave, Compound, Maker) that give cheap leverage to it without payment/partnership by the issuer. Whichever wrapper they choose is the only deciding factor of who wins, not tech or users.

the WBTC vs cbBTC wars are going to be an absolute spectacle and a death knell to the 500 EVM “bitcoin L2” startups that spun up in the last year meow

@scott_lew_is SEC fan fiction. Nice!

@conzimp Jazzy chain