ajnin
247 posts

ajnin retweetledi
ajnin retweetledi

Intent based bridging at best in Dubai
@LayerZero_Labs @AcrossProtocol @axelarnetwork @SocketProtocol
Who's gonna sponsor this service for @token2049 @ETHDubaiConf
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@RuneSennin @luminexio bc1pn9zsgxmnamql3dmqlul7nk928eegfzj7klvv49j9a89g2a45q8ts8pwvrx
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@luminexio This is the last tweet of this thread. Drop your ordinals address for the last time till I share project's account.
Do not forget that every wave has less chance.
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I'm glad to announce that the launch will be on one of the oldest and hyped launchpad: @luminexio
( Please read till end )
Thanks to their team, we kindly dealed, also they did a wish ♥
Here's the details of the mint:
Ticker: TBA
Supply: 210,000,000
Limit per mint: 10,000
Mint price: Free ( just fees )
WL: 10,000 - 2 mint per wallet ( if it won't sold out, then there will be a public )
I will reserve 10M of the supply for the upcoming announcements. So the mintable supply will be: 200,000,000
After I do everything I can do, I will let it go totally.
People will decide, community will decide how it goes.
SEND IT TO THE ZERO!
SHITTEST COIN ON THE SHITTEST CHAIN IS COMIN!

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ajnin retweetledi

For Azuki. The meta has changed.
OG Azuki becomes more like "a store of value." They will enjoy priority airdrop/mint and probably receive a higher yield when the metaverse token is announced.
Elementals are for PFP. More supply. Lower entry barrier.
It is sad to see many holders leaving, but new people are coming in, grabbing beautiful PFPs from the new collection.
The team made terrible mistakes in the communication part, but other than that, I am optimistic about Azuki.
I don't know how long it will take the market to digest the new meta, but when this (very) painful process completes, you will find Azuki in a much better position to march further.

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This is pretty much exactly what I thought Azuki would respond with
-They apologized for Elementals being too similar even though they planned it that way and knew it would be for many months. They knew OG holders would be pissed but they don’t care. They didn’t want to create a second class pfp (especially already having Beans)
-Said Azuki OG collection will have more utility going forward without anything specific right now
-Not changing art
-Teased the next thing, a green bean, creating speculation again, that I don’t expect to be delivered until the end of the year the earliest
They think it the FUD will be short term. And I agree.
Because besides a few imperfections the art is great and arguably better than Azuki especially mid-rares
Short and mid-term I am bullish on Elementals and bearish on Azuki OG.
Right now Elementals is 1/6th the price of Azuki. That gap gets smaller.
Azuki@Azuki
Azuki, It's always both challenging & exciting opening up the gate to the Garden. This time, we missed the mark. We hear you - the mint process was hectic, the PFPs feel similar and, even worse, dilutive to Azuki.
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@0xseraph twitter.com/ZAGABOND/statu…
hopefully the OG was built to float
Zagabond@Zagabond
A rising tide lifts all boats, but not all boats are built to float.
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ajnin retweetledi

@donnelly_brent @wfjackson3 @BillAckman @SVB_Financial @jpmorgan @Citi What does SVB involvement in tech have to do with the blowup? Using ST deposits to invest in LT assets would’ve lead to the same result even if their depositors weren’t concentrated in tech
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@wfjackson3 @BillAckman @SVB_Financial @jpmorgan @Citi Don’t bank at undiversified tech concentrated banks during a bubble
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The gov’t has about 48 hours to fix a-soon-to-be-irreversible mistake. By allowing @SVB_Financial to fail without protecting all depositors, the world has woken up to what an uninsured deposit is — an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or @BankofAmerica acquiring SVB before the open on Monday, a prospect I believe to be unlikely, or the gov’t guaranteeing all of SVB’s deposits, the giant sucking sound you will hear will be the withdrawal of substantially all uninsured deposits from all but the ‘systemically important banks’ (SIBs). These funds will be transferred to the SIBs, US Treasury (UST) money market funds and short-term UST. There is already pressure to transfer cash to short-term UST and UST money market accounts due to the substantially higher yields available on risk-free UST vs. bank deposits. These withdrawals will drain liquidity from community, regional and other banks and begin the destruction of these important institutions. The increased demand for short-term UST will drive short rates lower complicating the @federalreserve’s efforts to raise rates to slow the economy. Already thousands of the fastest growing, most innovative venture-backed companies in the U.S. will begin to fail to make payroll next week. Had the gov’t stepped in on Friday to guarantee SVB’s deposits (in exchange for penny warrants which would have wiped out the substantial majority of its equity value) this could have been avoided and SVB’s 40-year franchise value could have been preserved and transferred to a new owner in exchange for an equity injection. We would have been open to participating. This approach would have minimized the risk of any gov’t losses, and created the potential for substantial profits from the rescue. Instead, I think it is now unlikely any buyer will emerge to acquire the failed bank. The gov’t’s approach has guaranteed that more risk will be concentrated in the SIBs at the expense of other banks, which itself creates more systemic risk. For those who make the case that depositors be damned as it would create moral hazard to save them, consider the feasibility of a world where each depositor must do their own credit assessment of the bank they choose to bank with. I am a pretty sophisticated financial analyst and I find most banks to be a black box despite the 1,000s of pages of @SECGov filings available on each bank. SVB’s senior management made a basic mistake. They invested short-term deposits in longer-term, fixed-rate assets. Thereafter short-term rates went up and a bank run ensued. Senior management screwed up and they should lose their jobs. The @FDICgov and OCC also screwed up. It is their job to monitor our banking system for risk and SVB should have been high on their watch list with more than $200B of assets and $170B of deposits from business borrowers in effectively the same industry. The FDIC’s and OCC’s failure to do their jobs should not be allowed to cause the destruction of 1,000s of our nation’s highest potential and highest growth businesses (and the resulting losses of 10s of 1,000s of jobs for some of our most talented younger generation) while also permanently impairing our community and regional banks’ access to low-cost deposits. This administration is particularly opposed to concentrations of power. Ironically, its approach to SVB’s failure guarantees duopolistic banking risk concentration in a handful of SIBs. My back-of-the envelope review of SVB’s balance sheet suggests that even in a liquidation, depositors should eventually get back about 98% of their deposits, but eventually is too long when you have payroll to meet next week. So even without assigning any franchise value to SVB, the cost of a gov’t guarantee of SVB deposits would be minimal. On the other hand, the unintended consequences of the gov’t’s failure to guarantee SVB deposits are vast and profound and need to be considered and addressed before Monday. Otherwise, watch out below.
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@Pentosh1 Think we could be setting up for something similar? twitter.com/darran0x/statu…
darran@darran0x
BTC outperformed QQQ (-4.55% vs. -8.6%) in October of 2018 too. Everyone was impressed that BTC held $6k for five months, just as they're impressed it's holding $18k rn. In November 2018, it came at all once. BTC closed -37% and QQQ closed -0.26%. Outperformance is overrated.
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@chloewchia Cafe Milano and Caffe Strada are probably close alternatives at UCB
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@Skywalker2620 @invitecodeplz what the hell are these bum azukis?? LOL i need em
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Do you have an awesome QQL render that you are not going to mint?
Post it below - the 6529 Fund and 6529 Museum will mint a few more today.
Maybe it can be yours?
cc: @phon_ro @ACthecollector
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