playrisk

@LuckyXBT__ Run (LIT+EDGE)/HYPE

Techno unstaking $90m worth of $HYPE yesterday, while Loracle sets limits sells on $15m worth of tokens too. Was it leaked S3 snapshot was taken? [speculation] HL aint the 11 man team they once were

@game_for_one Wow so true king!

Took a position in Edge (edgeX). Don't think many have dug into it yet apart from it being a "new" coin, tldr thesis: Real circulating supply is closer to 15% once you account for insider/team allocations at TGE (circ was 35% but 15-20% went to some interesting wallets).. Not necessarily bearish if they're running it up, insiders are unlikely to exit this early. Buyback is aggressive, $1M in 24h against a real circ mcap of ~$60M is a meaningful bid. People loved the Hype buybacks, good narrative fit. They had ~$200M in stables in treasury. $50M just moved onto the exchange almost certainly for more buybacks. More to come. + you have Binance, Upbit and Bithumb listings to look forward to.

@Lighter_xyz As a datapoint $USDe 20% yield campaign in the ton wallet added less than $25m TVL or 43bps to their TVL tonviewer.com/EQAIb6KmdfdDR7…

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the national address confirms it. near-term escalation is now irreversible. oil just hit 110. up 10% in a day. this is just the start of the old regime falling apart. positions doing great, enjoy the weekly playbook, open.substack.com/pub/garrettres…

@bas3dp0tat6 @koolkrypto223 Move fast and break a couple of things The MMs will integrate, age of the HIP markets is irrelevant

@koolkrypto223 they need to execute faster, way faster. otherwise hyperliquid launch hip5 options and our investment is a zero.

100% in favour of this proposal as a $DRV holder and staker. Buying more $DRV here @ $0.065 Staking emissions and duration were outdated in both duration and quantity and unnecessarily high compared to $HYPE for example. Significantly comfier staking on a 7 day lockup; a month can be an entire bull market in crypto. Annually, 7.8m fewer $DRV hitting the market as staking emissions is obviously good too. I also think 35% is the correct current buyback % for a protocol at this stage in development. Ample budget for partnerships, incentives, growth, reinvestment, but also significant alignment with tokenholders. The signal here is the teams communicating commitment to increasing value accrual to $DRV. Obviously a 40% increase in token buybacks is massive and should instantly rerate the token when passed, but the implications are that the buyback % could also increase as @DeriveXYZ matures. For example, buyback % might be north of 50% if $DRV were a $1bn FDV protocol with less need for growth budget. In a market where other protocols are seeing month over month decreases in fees and are slashing buyback % as a result ( $SKY and $AAVE for example), $DRV is seeing month over month fee growth explosion and directing that to tokenholders. Didn't expect to be able to bid these prices again but I didn't expect to be able to buy $HYPE at $22 earlier this year either🤷‍♂️

@MartisCapital He is a larp.

I am better than GCR, there is no doubt in my mind. He got lucky with all his plays and if I was in crypto back then I would have 10 billion not just one

@delucinator Unironically likely, thanks to the EVM escape hatch Unfortunate no one wants to put that trade on

lighter outperformance starts now

@ProfessorPape @RiffRaffOz Rip it

Tonight’s speech by Donald Trump was framed as “mission nearly complete.” But listen carefully — the substance points the other way: This is not de-escalation. It’s controlled escalation.

@EdgeXShun Huge!

so far 690k USD used for buybacks

@0xMerp @GarrettBullish April 30th polymarket.com/event/us-force…

@GarrettBullish i am starting to think ur right and that something drastic will happen this weekend

we have been calling out every step of this war from the beginning. by the time market prices in boots on the ground. we are already on the next move. market is always late new article for the next phase will be released soon

Economic disaster confirmed. You're not bearish enough

Keep on the edge

$EDGE buybacks have commenced. Buyback activity is now available to track. pro.edgex.exchange/en-US/explorer…

Out-of-context quotes + manufactured FOMO = War profiteering 101. Do Your Own Research.

there’s a $5m bid on edge spot rn from my view, betting on $500m+ fdv for edge on polymarket looks ev+ to me

shorters beware

$EDGE

@JustRyuuki a quadruple woudln't hurt?

@playrisk Whats ur target? 1$?

$EDGE probably the best long going into this weekend

@GarrettBullish 🧸🎯

Iran just hit a fully laden Kuwait VLCC carrying 2 million barrels of crude. 31 miles from Dubai port. Fire, oil spill. Iran strike radius expanding. even Trump is ready to give up Hormuz. Iran is not ready to give it back. boots on the ground this weekend. nothing changed