Cryptocondom Intern | Dubai Arc 🇦🇪
4.5K posts
@intern_cc
Intern @crypto_condom | flipping burgers @Proximity_Alpha
Excited for this! DLResearch is gonna merge into DefiLlama, which will allow us to start directly delivering research along with our data
$NOK (This is insane?) Market makers are seriously underpricing the potential move in Nokia this year. There’s real opportunity here. LEAP premiums still look way too cheap. January 2027 $20 calls were around $1 last week and nearly doubled this week with the stock moving less than $1 The next day January 2027 $25 calls opened near $1 and pushed 50% intraday Flow has stayed strong as $NOK pushes into a 16 year high. Here’s some notable short to medium term flow from this week $NOK 6/18 17c for about $700K $NOK 9/18 19c for about $3.7M $NOK 9/18 20c for about $500K A year ago this was a sub $5 telecom name that most people ignored Today Nokia is tied directly into the AI buildout from multiple angles Hyperscaler optical backbone through the Infinera deal with €2.4B in AI and cloud orders already lined up for 2025 AI RAN alongside Nvidia and T-Mobile with Blackwell GPUs pushing compute to the edge, what Jensen Huang calls robotic AI radio Now expanding into defense tech with Anduril Industries. The 5G Sentry Tower can deploy in under 3 hours with no infrastructure required $NVDA also holds a 2.9% stake in $NOK as of late 2025 Same ticker. Completely different story unfolding
*TRUMP SAYS HE CANCELED WITKOFF, KUSHNER TRIP TO PAKISTAN: FOX
ICYMI: @Polymarket WORKING ON CHAIN MIGRATION
Live evidence for the @aave x @KelpDAO x @LayerZero_Core governance war room on second-order risk. @avantprotocol is currently running a single $156M sUSDe looping position on Aave Mantle. $140M USDT0 + $20M USDC borrowed against it. Net APY -135% (net of sUSDe embedded yield the pain is less, but still deeply negative). Health factor 1.02. Borrow power 100%. This isn’t a rounding error. It’s one of the largest single positions on @Mantle_Official, sitting at liquidation threshold, eating deep negative carry, structurally dependent on Aave Mantle staying unfrozen indefinitely. Under the L1-backstop / L2-zeroed proposal, forced unwinds of positions like this are the transmission vector back to Core via sUSDe depeg pressure on thin L2 secondary liquidity. You can believe this position is fine in isolation. You cannot believe this position is fine in isolation AND that L2 zeroing has no second-order cost to stakeholders like @avantprotocol. Pick one. More quants, fewer lawyers in the war room, for the sake of this industry. 🫡
