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@hardcro1

edgeX Early Adopter Since 12/2024 NFA

Seoul Katılım Mayıs 2021
572 Takip Edilen896 Takipçiler
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zett.edge
zett.edge@hardcro1·
Maru just hit a new ATH I rotated $LIT into $MARU yesterday I think edgeX's $MARU can flip Lighter's $LIT in terms of FDV. Am I delusional? 🤔
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zett.edge@hardcro1·
@0xBaseee @murkiwaters @edgeX_exchange @Polymarket If you wanna know why, I recommend reading this. x.com/hardcro1/statu…
zett.edge@hardcro1

Will edgeX become the next Lighter? 1. Hyperliquid declared they won't release a mobile app, leaving it to "builders." As a result, many mobile app projects like Based, Liquid, and Dreamcash came out, but looking at the metrics, HL's influence in the mobile segment still seems low, maybe due to builder fees. You can't beat the undisputed #1, Hyperliquid, in a head on fight. So, edgeX’s strategy to target the "Vacuum" of mobile Perp DEX the part HL just threw to builders is a very smart move. Some might think, "Is eating up a niche really that big of a deal?" But it's already proven by revenue. The CEX precedent makes it even clearer. You'd think Binance would take the whole pie because liquidity is everything, but in reality, Bybit, OKX, Upbit, and Bitget all share the market well. Even Thailand has its own "local specialty" exchange like Bitkub. Exchange market share can always be split depending on the latecomer's strategy. Now that the Perp DEX hype has cooled down, targeting a niche is key. EdgeX has a clear niche: the mobile app Trying to fight HL directly will just make you the "second Lighter." 2. Edge’s second niche is Northeast Asia. Even though @edgeX_exchange is backed by Circle and was incubated by a Nasdaq-listed company, Western KOLs still react with "What is EdgeX?" while putting Paradex in S-tier. lol I think this is actually an advantage. It's natural for users from 4 countries using different languages not to show up on Western algorithms. The fact that they pull this much revenue from Asia while being unknown to the West means they nailed the niche. It also means there's still more pie to take in the Western market, though it won't be easy. In conclusion, instead of chasing HL, it's realistic for EdgeX to aim for a position like Bybit or OKX in the Perp DEX world. (Actually, it’s already being proven by revenue metrics). On-chain users are "farmers" who leave easily for profit, so a volume drop after TGE is inevitable. But the edgeX team knows this. Seeing them contact real traders like Trader KOLs on Youtube shows they have a high chance of bringing in organic users who trade without incentives even after TGE. This is why I'm bullish on edgeX. I'm not bullish just because I'm farming, I'm farming because I'm bullish.

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Murkiwaters 🦑⛩️
Murkiwaters 🦑⛩️@murkiwaters·
Impressed with how @edgeX_exchange is holding up on @Polymarket. Still 56% expect this above $500m FDV and 84% above $300m. Liquidity is >$7m. After Backpack's performance, still lots of confidence in $EDGE.
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zett.edge
zett.edge@hardcro1·
@FabianoSolana Impossible. NFTs are beyond saving. Even if the team tries to rescue them, they’ll just die off again. They can’t sustain any value unless they constantly pump in 'fuel' via airdrops. IP? No NFT can compete with Pokemon cards.
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fabiano.sol
fabiano.sol@FabianoSolana·
What’s the bull case for Mad Lads? Rode some from $10K to $1K Airdrop disappointed... Still they’re THE one and only face of Solana… But how do you attract new buyers? No VIP on Backpack, no real utility So what’s the plan? Or are they just becoming “culture” like DeGods?
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Xtine Fang
Xtine Fang@XtineFang·
chill bro ~ i can buy your entire bloodline with my spare change regards, Chinese girl from little backwater village
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Tarded Degen Gambler@0xTDG

@XtineFang China is like a little backwater village compared to Poland 😎

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zett.edge
zett.edge@hardcro1·
Follwed by SBF edgeX.
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zett.edge
zett.edge@hardcro1·
@DidiTrading Nice play. But considering the R/R, I think buying the spot at the $BP would've been better. I scooped up a bunch at $1.94. x.com/hardcro1/statu…
zett.edge@hardcro1

How to secure a guaranteed 6% profit. KKstone bet "YES" on @Backpack hitting a $200M FDV, meaning he was at risk of losing $500,000 if it stayed below that mark. This implied he would be forced to buy the price up to $0.2 right before the Polymarket expiry. Seeing this, I bought $BP tokens 2 hours before the deadline and placed a sell limit order at $0.2. He successfully defended his $500k position. Congrats and Thank you, KKStone

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Didi
Didi@DidiTrading·
Day 470: Here’s how I made $4.8K buying YES shares for Backpack to reach over $200M FDV. I’m writing this about 1 hour before resolution. $BP is trading around $0.198. One wallet (“KKstone”) is currently holding 622K shares worth of YES shares. Here’s where it gets interesting: It only takes around $15K to push $BP above a $200M FDV. Do you really think he’s going to let a $540K+ position go to zero when he can just buy $15K spot to secure the win? I’ve been buying throughout the day and my average is around 71c/share, so I’m looking at roughly a 1.4x ROI.
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Whales Prediction
Whales Prediction@whalespredict·
🐳 Latest update on “insider” KKStone • Profit/Loss: -$170M • Positions Value: $0 • Biggest Win: +$81.9K (the only one came from the >$200M position) Before resolution, he got heavily criticized by the community over suspected manipulation after allegedly buying 4M $BP to push FDV >$200M right at the cutoff. As of now, there is still no official statement from @Polymarket about any investigation or wallet ban on KKStone, even though they updated their anti-insider trading rules on March 23. Do you think this was just a terrible strategy, or are “they” hiding something?
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Whales Prediction@whalespredict

🐳 Found a potential @Backpack insider? This account has bet over $300k on “Backpack FDV above ___ one day after launch?” Main positions: YES > $200M – $300M The account was created on March 16, just 7 days before TGE Do you think this is a Backpack insider?👀 Check here: @KKStone" target="_blank" rel="nofollow noopener">polymarket.com/@KKStone

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zett.edge
zett.edge@hardcro1·
How to secure a guaranteed 6% profit. KKstone bet "YES" on @Backpack hitting a $200M FDV, meaning he was at risk of losing $500,000 if it stayed below that mark. This implied he would be forced to buy the price up to $0.2 right before the Polymarket expiry. Seeing this, I bought $BP tokens 2 hours before the deadline and placed a sell limit order at $0.2. He successfully defended his $500k position. Congrats and Thank you, KKStone
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zett.edge@hardcro1

We all know what’s going down in an hour

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zett.edge
zett.edge@hardcro1·
We all know what’s going down in an hour
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zett.edge@hardcro1·
@licongming1999 @CZ101010 As a fellow investor in the crypto space, I’m rooting for the Chinese community. Stay strong, brothers. Scammers need to realize that if they abandon and ruin the community, they’ll eventually suffer the consequences themselves too.
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licongming_@licongming1999·
@hardcro1 @CZ101010 当然,只不过当时因为争议太大,在中文区引起了很大不满,所以阿玛尼把这条推文删了
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Claire
Claire@CZ101010·
不好意思更正一下:是直接返还token。 如果团队里面有人,包括我自己有说过任何带有歧视的话,麻烦发证明举报,我们会公开道歉并扣除未来3个月工资。
Claire@CZ101010

大家好,我是Claire。 首先简单介绍一下自己,我在北京长大,目前在Backpack内部负责一些行政工作,中文区的各位可能看到我并不陌生,作为早期团队内讲中文的人,平常也在积极与用户沟通。 女巫的问题,昨天我们都一夜没睡,Abao, Traper, Miho,Coco, 我都在与欧美团队激烈battle,我们都不希望看到曾经支持的用户利益被影响。为此,昨天我们跟团队中负责执行反女巫的负责人进行了深度沟通。作为具备经验的合规人员,在他们的逻辑里,“单人单号”是绝对的底线。在这个标准下,相比于其他地区,确实有更多华语用户收到了影响,这也是天然的用户使用习惯不同导致的。欧美人天生的对于规则的执念以及对自己kyc信息的敏感 ,导致了超过他们认知范围的用户收到影响。 接下来,是我们的做法。首先Armani及核心团队准备立即开启申诉通道,我们将设立明确的规则,最大程度保护用户利益: “3号准则”: 我们理解华语用户的使用习惯。凡是一个设备操作过 3 个及以下 账号、被判定为女巫的,经过人工申诉核实后,将返还 50%以上的积分。 此外,Backpack团队会在未来几天内启动专项计划,在二级市场进行代币回购,用于定向补偿给这些符合要求用户。 谢谢每一位一直支持Backpack的朋友。

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zett.edge
zett.edge@hardcro1·
@0xLucaaa 我不是中国人,也没被判定为女巫,但我非常支持兄弟们。这种压榨用户后又兔死狗烹的诈骗团队,理应受到惩罚。
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zett.edge
zett.edge@hardcro1·
@EleveResearch Backpack 团队抛弃了为他们贡献手续费的用户。这就是兔死狗烹。Edgex 不会那样的。
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HongKongDoll
HongKongDoll@hongkongdoll·
EDGEX昨天确认了具体tge时间,3月31日,今天pm上收了点菜哈哈,不吃最后一口了。上一次对edgex做增长调研还是他们宣布被Circle投资的时候。从年初开始edgex就稳居perpdex中交易量前三,edgex因为深度好,目前是作为我在dex套利的主要备选。因为我从去年开始参与farm了一定的积分,屁股已经坐在车上了,tge前能分多少是我关注的点,然后tge后我的主要关注点会是用户的留存策略和币价维护上,从他们今天发的消息和一些零散的规划内容我总结了一点我关注的重要内容: 1. 月收2千多万美元,2亿美元财库一半用于回购EDGE。 2. 最近链上大热的大宗商品总交易量在综合市场(CEX + DEX)里排前五了,黄金的量超越HL。 3. 继续用edgex的理由依然是磨损,深度,做市能力,他们测试的黄金50万美元以下订单磨损已经接近BN,我没有实际测算,但是跟我的直观感受是相符的。 4. 由于前期积分加成重点给到移动端,83.8%用户为移动端用户,65.7%成交量来自移动端,在tge之后用户留存这点直接将决定飞轮是否能继续,移动端的留存策略在tge之后能有直观感受。 还是之前那句,积分farm这个事的预期已经越来越低,情况不断恶化,如果我全都猛猛无脑参与,这三个月将不可避免地迎来反撸大满贯,最近满屏的哀嚎里EDGE作为全村的希望,将要在7天后迎来大考,这是我这个月最紧张也是最期待的事。
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zett.edge
zett.edge@hardcro1·
Bro all in on Backpack and lost it all 😱
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