nanamaru

Nice summary. I don't get the takes that the US and Israel are losing this war. Before it started, I talked with several leftist Jews. Their expectation was that war with Iran would result in catastrophic damage to Israel. Nothing close to that happened. From here, the USA can decide just how many years or decades to set back Iran. We can destroy their entire ability to money money by blowing up Kharg Island. We could take out their electricity infrastructure. Even if we don't do either of those, Iran is set back many years already. They pose no real threat to the outside world during this time, and if they rebuild the same way, it would be easy for a future president to repeat the same thing. We've also rolled the dice on regime change. We have no idea what we'll end up with, but there's a solid chance it could be considerably better than the status quo. It's hard to see it being any worse, at least for non-Iranians. Even if they resume trying to get nuclear weapons, that's what we had before anyway, which is already the worst possible outcome for the free world. Israel now have much closer relations with the good half of the middle east. Lebanon has officially outlawed Hezbollah. The Houthis are no longer blocking Suez. And finally, the fact that this was published in Al Jazeera is itself telling about the long term damage that Iran has caused itself. Populations don't forget having missiles launched at their homes, and that the rest of the middle east's hatred of Iran isn't going to normalize for at least decades. aljazeera.com/opinions/2026/…

just a few months and $Shadow (@ShadowOnSonic) has skyrocketed to become the 3rd largest DEX by holders’ revenue, trailing only Aero and PancakeSwap and already ahead of all Sol DEXs. 🔹 $87M annualized holders’ rev within just 4 months 🔹 $4B in trading vol 🔹 Monthly active addresses up 11x 🔹 Over 10K active users 🔹 6.5K daily active users, the highest daily retention rate among DEXs All this, yet only a $20M market cap.😐 Chart: Highlighting Shadow’s youth and the early opportunity it presents.

Portfolio update 11.14.25 TL;DR rekt by risk exposure and @StreamDefi fraud Portfolio ATH was on the $XPL airdrop day. PF is down around 11% from ATH. Main drawdown factors - Stream fraud (~4%) - 10.10 losses (mainly XPL long) - Spot portfolio melting - Unsuccessful trades Perp trading difficulty today is similar to nosebleed NLH or PLO at 1k+ stakes with table full of regs. The only winners I see across people I follow are full time rotators (e.g. @0xGeeGee) and intraday scalpers. Unfortunately for me, I'm neither scalper or rotator, but mid term swing player. PF breakdown I won't breakdown everything, just main positions - JLP. Increased again despite SOL funding rates are negative (avg -20%). Combined with perp dex farming still a very good play. USD borrow rate on juplend is very low last month - Risk. BTC; HYPE; Hypurrs; JUP; VVV/DIEM. Reduced BTC after 100k was lost. Added more $HYPE. Don't ask me about $VVV, once again I made a retarded play. Regarding $JUP, I actually feel pretty comfortable now holding, market is simply wrong - Stable. Only because yield farming is cooked for now - Ventuals. Was late to get in under 500k HYPE, but got in 600-700k - LP. Paradex, Extended. Good yield + good amount of points. LLP is about to be added, however want to see Stream withdrawal first - Neutrl. Good for now. However interested to see how they will manage to work with negative funding across all pairs in bear case - Re. @re is good (I'm top 11) - Algos. Prop algos to farm perp dexes - usdAI. To be unwinded after November PT market expiry unless K3 will be generous enough to provide cheap borrow rates Expected cooks Paradex, Extended, Mega, secret farm, perhaps OhBaby The games I'm interested to play - Ventuals mainnet - Perp dexes, but only bcs we invested ton of dev time into it - Polymarket - Mega eco, specifically anything with an orderbook Best part of this games is they do not require a lot of capital, everything is algo and skill based My plans Full preservation mode (=cockroach mode). As a boomer for most of crypto participants (>30 y. old) I decided to withdraw part of nw that I accumulated for the last 4 years to purchase property, setup a pension fund for my mom and dad(they still working) and do not take any big risk until situation is improved. We fight to live another day

So @HLP0_to renamed their Discord server to Stelth, which no longer has hlp0(.)to as official site but stelth(.)fi business is going well i guess