Bradley Coper

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Bradley Coper

Bradley Coper

@when_moon_sir_

Mindset, crypto and zero financial advice

Katılım Mart 2021
178 Takip Edilen34 Takipçiler
Bradley Coper
Bradley Coper@when_moon_sir_·
@matrixbt Staking for airdrops is the biggest scam of all time. Or maybe it's queuing to be able to stake eth?
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Matrix
Matrix@matrixbt·
what i learned from years in crypto is to never ever participate in any kind of 'staking' program even if the underlying product is good
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Larpy Coperstein
Larpy Coperstein@LarpyCoperstein·
got ADLed aswell on this, I understand how it works but i'm surprised they trigger it for 600k loss Isnt HLP tvl like 430m? arent they supposedly printing millions everyday? and they fuck traders for 600k? explain like i'm 5
as required.@0xasrequired

ok, so with the help of @lukecannon727 (his tweet below) it seems like what happened is 1) someone hacked a whale's binance API key (trading only, no withdrawal permissions) 2) bitget funded accounts (presumably the hacker) deposited $1.5M to hyperliquid and aster to long $10M+ XPL I noticed a large XPL long TWAP on HL at ~2:30pm UTC yesterday that had $1M left to go with 1h left, which began at around the same time XPL started sending, and was abruptly cancelled (probably related) 3) as XPL mooned, the hacker used this compromised whale's binance API to place a $50M bid at $0.147 to set a floor and pump it further to ~$0.165 (dubious speculation) 4) these bitget wallets then withdrew $3M in uPnL on HL 5) as the price dropped, their now under collateralised longs got liquidated, causing HLP to take a $600k loss and triggering ADLs amazingly, there weren't enough profitable shorts, so even underwater shorts like mine got ADL'd 6) the binance whale's $50M order got filled on the way down, probably by the same hacker so that they could profit on the way down too (dubious speculation) 7) the binance whale is left with the low lev $50M XPL long, which is still open if I understand correctly, this is not necessarily a jellyjelly-esque attack on HLP because withdrawing their uPnL and letting their margin get liquidated was probably a strictly more profitable option than closing their long and TPing that way the buy side for XPL on HL currently has 3.4M USDC depth down to 1c; on a $10M position, there was most probably not enough liquidity on the book to even exit, even if you accepted massive slippage therefore, withdrawing the $3M uPnL at the top at 0 price impact, then losing your $1.5M margin to liquidation, using the liquidation cascade to fill your short on binance at $0.147, which is immediately in profit as price gaps down, is not only strictly the most profitable option, but the only choice for shrimps on liquid books, the withdrawal route is always worse than just closing your position because you forfeit your collateral, but in the case where your position is so large that there isn't enough liquidity on the book to absorb it, closing would be worse because you would still effectively liquidate yourself, but not before eating price impact $3M PnL at 0 slippage - $1.5M collateral (+ maybe another $10M on a binance short) = $1.5M+ profit the risk of creating such an unnatural situation is why people are luke is calling for HL to reduce the max leverage allowed on coins after their mcap has dropped significantly (XPL used to be over $15B FDV), as required.

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Bradley Coper retweetledi
Watcher.Guru
Watcher.Guru@WatcherGuru·
In 2024, FTX sold its 8% stake in Anthropic for $1.3 billion as part of its bankruptcy proceedings. Today, that same 8% stake would be worth over $30,000,000,000
Watcher.Guru tweet mediaWatcher.Guru tweet media
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Larpy Coperstein
Larpy Coperstein@LarpyCoperstein·
Ngl this the physiognomy of a nigga that got dead man switches Hope chatgpt found them before killing him
Larpy Coperstein tweet media
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Lecter Hannibal
Lecter Hannibal@HLecterGFC·
Lowkey bullposting hyperliquid
vitalik.eth@VitalikButerin

Have been following reactions to what I said about L2s about 1.5 days ago. One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done far too much for far too long, because we got comfortable, and which has sapped our imagination and put us in a dead end. If you make an EVM chain *without* an optimistic bridge to Ethereum (aka an alt L1), that's even worse. We don't friggin need more copypasta EVM chains, and we definitely don't need even more L1s. L1 is scaling and is going to bring lots of EVM blockspace - not infinite (AIs in particular will need both more blockspace and lower latency than even a greatly scaled L1 can offer), but lots. Build something that brings something new to the table. I gave a few examples: privacy, app-specific efficiency, ultra-low latency, but my list is surely very incomplete. A second important thing that I believe is: regarding "connection to Ethereum", vibes need to match substance. I personally am a fan of many of the things that can be called "app chains". For example I think there's a large chance that the optimal architecture for prediction markets is something like: the market gets issued and resolved on L1, user accounts are on L1, but trading happens on some based rollup or other L2-like system, where the execution reads the L1 to verify signatures and markets. I like architectures where deep connection to L1 is first-class, and not an afterthought ("we're pretty much a separate chain, but oh yeah, we have a bridge, and ok fine let's put 1-2 devs to get it to stage 1 so the l2beat people will put a green checkmark on it so vitalik likes us"). The other extreme of "app chain", eg. the version where you convince some government registry, or social media platform, or gaming thing, to start putting merkle roots of its database, with STARKs that prove every update was authorized and signed and executed according to a pre-committed algorithm, onchain, is also reasonable - this is what makes the most sense to me in terms of "institutional L2s". It's obviously not Ethereum, not credibly neutral and not trustless - the operator can always just choose to say "we're switching to a different version with different rules now". But it would enable verifiable algorithmic transparency, a property that many of us would love to see in government, social media algorithms or wherever else, and it may enable economic activity that would otherwise not be possible. I think if you're the first thing, it's valid and great to call yourself an Ethereum application - it can't survive without Ethereum even technologically, it maximizes interoperability and composability with other Ethereum applications. If you're the second thing, then you're not Ethereum, but you are (i) bringing humanity more algorithmic transparency and trust minimization, so you're pursuing a similar vision, and (ii) depending on details probably synergistic with Ethereum. So you should just say those things directly! Basically: 1. Do something that brings something actually new to the table. 2. Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.

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Bradley Coper retweetledi
NEET
NEET@NEETOCRACY·
Here's how Anesem's conviction list has performed since this post: $WIF $430M | Down -75% $MOG $147M | Down -68% $MEW $125M | Down -72% $GIGA $40M | Down -79% $MICHI $4M | Down -95% $MOTHER $5M | Down -93% $SCF $1.3M | Down -97%
Ansem@blknoiz06

Ansem's top 10 Memecoins Conviction List $WIF $1.7B | target: $100B $MOG $460M | target: $50B $MEW $450M | target: $50B $GIGA $193M | target: $50B $MICHI $88M | target: $10B $MOTHER $70M | target: $5B $SCF $42M | target: $5B other ones are microcaps

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Bradley Coper
Bradley Coper@when_moon_sir_·
Why long dogcoin when you can bet on Polymarket?
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Route 2 FI
Route 2 FI@Route2FI·
If we already topped this cycle, are you happy with the money you've made so far?
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Matrix
Matrix@matrixbt·
i had no idea wif is trading at $0.12
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Bradley Coper
Bradley Coper@when_moon_sir_·
The blockchain is modular but you have to wait 21 days to unstake
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Bradley Coper
Bradley Coper@when_moon_sir_·
I put my money where my mouth is NFA DYOR
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Bradley Coper
Bradley Coper@when_moon_sir_·
Why I think $BTC has topped at 124k and therefore exited most cryptocoins: - @feyronn is rarely wrong - @VincentGanne ´s video on Why 124 is not the top, way overjustifying - Everyone waiting for the last push - the r/r isn't here - Kanye coin n shit - strong bearish div on BTC
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Bradley Coper
Bradley Coper@when_moon_sir_·
@Dynastus I am doing 24h fasts. Do you see a difference between 3 days or 1?
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Ben Black | Dynasty Foundry
Ben Black | Dynasty Foundry@Dynastus·
Kicked off a 3-day fast last night - it's always worth it. We run monthly group fasts in The Foundry to build mental toughness & improve our health. Makes it way easier (and more fun) with other guys. Plus we keep score in The Fatherhood Trials. How many dads out there fast?
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