hodlorian
569 posts
@Polymarket Claude for Small Penises will do well.
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FORMER $BTC MINER BITFARMS, NOW REBRANDED AS KEEL INFRASTRUCTURE $KEEL, REPORTS $145M Q1 NET LOSS AS IT SHIFTS TO AI AND HPC INFRASTRUCTURE
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Am I tripping or Codex GPT 5.5 is orders of magnitude better and faster than Opus 4.7 on Claude Code. Did I get scammed all this time? Or is this something recent?
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❤️💛💚💙
All Crypto Influencers remain Bearish.
Everyone wants to see a Mega Crash.
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Here's some of the most popular high-income ETFs right now!📊
$QQQI
$CHPY
$NVII
$SPYI
Which do you own?
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Why I’m starting to look at ETHFI again.
Most people hated on $ETHFI this year because of its brutal inflation. Looking at the data, they were right. One year ago, the supply was 590M tokens. Today, it stands at 1.091B. That’s a 85% yearly inflation.
Despite this, the Market Cap has almost tripled. This means people are absorbing the sell pressure and positioning themselves for what comes next.
The strategy was simple: sacrifice the first years to build the product.
For 2026, the supply will only grow to 1.145B. This drops the annual inflation to less than 5%. If you stake your tokens, you get a 10% APY. The math is clear: the staking yield now completely neutralizes the inflation.
This yield isn't fake. The team uses 30% of their protocol profits to buy back tokens and distribute them to stakers. And they said they will be doing this aggressively while the token is below $3.
@ether_fi is scaling as a neobank, showing massive growth in active users and credit card adoption.
Now they are expanding into Optimism with heavy incentives. If the business model continues to scale at this rate, the current price levels won't last.
Thanks @AleaResearch for your amazing research.
Link to EtherFi: ether.fi/refer/012f093c
Jordi in Cryptoland@lordjorx
EtherFi is the new Revolut. The Q1 2026 report by @AleaResearch reveals a massive shift: 55% of @ether_fi 's revenue now comes from "Cash," while staking has dropped to 39%. With only 30 employees, they are generating $60M in annual revenue and managing $6B in staked ETH. Here is the breakdown of their aggressive expansion: > The ecosystem now stands on three pillars: Stake, Liquid, and Cash. They have issued 54,000 cards, and usage volume hit $663M this year. Most of this growth was organic via referrals, but they are now prepared to spend $50 to $100 per user to go mainstream. The real innovation is "Borrow Mode." With a global LTV of 12%, users can spend via instant credit backed by their assets. Despite the operational success, the token is down 94% from its all-time high. To fight this, they are using 30% of revenue for buybacks, redistributing them to stakers. They even set up a $50M fund to protect the price under $3, though the token is currently under $0.50. The most exciting part is the 2026 roadmap. They are moving to @Optimism to scale the rails (and also the cashbacks), integrating SEPA for fee-free Euro payments, and onboarding 300 companies to their infrastructure. They also want to integrate Hyperliquid tech to offer traditional stock market access directly in the app. EtherFi is building a closed-loop financial system with a 60% retention rate. Once the heavy institutional unlocks end this March, the selling pressure should finally clear, leaving a highly efficient, revenue-generating machine.
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🚨🇺🇸 The C-RAM fires 4,500 rounds per minute of tungsten at incoming drones.
That sound alone is a warning: every other layer of defense has already been penetrated.
This is the last line.
And it only carries 20 seconds of ammunition...
Mario Nawfal@MarioNawfal
🚨🇮🇱🇮🇷 Footage reportedly captures Israel's Iron Dome firing massive volleys of interceptors as another Iranian barrage targets the country. Source: KodKod News
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@SSJCurrency @kickoffdotfun Is there any risk your Aero veNFT in doing this?
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$AERO lockers are about to have a go at the second @kickoffdotfun launch this week by contributing their veAERO NFTs
> The project in question is called n0irAI and is essentially an automated yield engine where people deposit USDC and earn real yield via capital deployment onchain
> The team behind the project are well-established ETH devs with decent connections
> 10% of the n0ir supply will be allocated to veAERO contributors
Recall that the last Kickoff launch did a staggering 200%-500% veAPR for its contributors
This one is giving away more supply to the community and has a yield-bearing defi product backing it
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@SSJCurrency @AerodromeFi Looks like I'm not eating McDonald's this week
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Voted on these @AerodromeFi pools this epoch at an average veAPR of 56.8%
What you'd notice this week is that we've had an ignition-type launch, UP, but veAPR's increased across the board
and that is mainly due to the huge discrepancy we're facing between the $AERO emissions value and revenue value
> 1.9M worth of revenue was distributed
> 1M worth of $AERO emitted
That's a 90% gap that the market is yet to close caused by our recent decoupling from fundamentals
It won't close before ETH makes a comeback or once we reduce our correlation exposure
Meanwhile, enjoy the higher weekly returns
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Here's an interesting observation
Hyperliquid is still producing 2-3M in daily revenue
similar to the 6-month prior numbers, despite $HYPE trading at a 50% discount
What's crazier is how far Hyperliquid has achieved since
> Hypercore deployment
> HyperEVM integration
> Equities / commodities HIP-3 compliant protocols
> Over 20B in volume and 2.91M in revenue from these markets to date
> Ticker auctions that generated 6M in fees to date
Increased usage + accelerated development + higher metrics are all net positives
This divergence between PA and adoption is purely sentiment driven, once that shifts, a heavy upside reprice is imminent
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new yearly pivot alert
which is more likely for 2026?
44k
148k
poll below
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$ETH CoT is ez, fully bear, no question
positioning is obvious and at extremes
in a vacuum, you are not touching longs on anything that looks like this
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i thought ATHs in liquidity (green) were supposed to be bullish for $BTC (orange)
please advise
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