wt

18 posts

wt

wt

@wllmttt

Katılım Haziran 2018
195 Takip Edilen80 Takipçiler
Dentoshi
Dentoshi@Dentoshi·
@wllmttt beetje zelfde structuur als $ENA in het filmpje, zie alleen de thesis niet echt.. maar weet er niet zoveel van denk wel beter dingen om te traden in deze markt!
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Dentoshi
Dentoshi@Dentoshi·
The Market is at an Inflection Point $ETH $BTC + how i'm looking to play Altcoins
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wt
wt@wllmttt·
@vadim_web3 @lookonchain Vadim, intelligence doesn't really matter, it's a casino, and in a casino you need luck—even the best lose
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Lookonchain
Lookonchain@lookonchain·
Whale 0xfa93 has capitulated and started selling the 5.41M $UNI($51.53M at the time) and 228,704 $COMP($11.3M at the time) he bought 10 months ago. He just deposited 2.705M $UNI($9.23M) and 114,352 $COMP($2.31M) into #Binance. He is currently down over $39.7M! intel.arkm.com/explorer/addre…
Lookonchain tweet mediaLookonchain tweet media
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wt
wt@wllmttt·
@abhinavsam4 @vadim_web3 @0xPolygon It’s a manipulated market, just look at Ripple XRP for example, they buy their top 10 positioning. If you have the money, you can make that happen. Who determines what the value of something is?
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abhinav sharma
abhinav sharma@abhinavsam4·
@vadim_web3 @0xPolygon True,sometimes it really feels sad to see some projects without any utility, usecases are sitting at top rankings........ But sooner or later, Polygon will get the place it deserves 🤞
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Vadim | POLTRACK
Vadim | POLTRACK@vadim_web3·
CT is completely asleep on ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 @0xPolygon. But it doesn’t really matter anymore… there’s barely any money left there anyway. Polygon is working with B2B, and that’s where the capital and buyers will come from. Everyone else will just sit there wondering: “Why is the token pumping? Wasn’t Polymarket leaving?” A chain and team with this kind of history and distribution can’t stay cheap forever. Trading 10–100x below many projects that are worse across almost every metric and held up mostly by hype and market makers.
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wt@wllmttt·
@jrussvast @vadim_web3 Roadmap planning: In June 2025 (v0.3), Polygon announced that PoS would be connected by the end of Q3 2025 (September 2025), as part of multistack support and becoming chain-agnostic
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Jones R V 💜
Jones R V 💜@jrussvast·
@vadim_web3 The agglayer which is constantly delayed and polygon itself isn’t connected to?
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Vadim | POLTRACK
Vadim | POLTRACK@vadim_web3·
Why buy SOL and HYPE at $50–60B FDV? Even if the projects are good, your upside is limited. Especially with inflation and unlocks still ahead. I know this probably isn’t the popular opinion. But these trades feel extremely overcrowded. Good luck to everyone buying them now while they’re being shilled everywhere.
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wt
wt@wllmttt·
@abhinavsam4 @_Jonasweb3 Pol or Sui😅 You have to choose one, which one would it be if you really had to choose, sir?
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Jonas
Jonas@_Jonasweb3·
Sui removed one of the biggest UX problems in crypto payments You can now send stablecoins on Sui with $0.00 gas fees you can now send USDsui, suiUSDe, AUSD, FDUSD, USDB, USDC, and USDY to anyone, for zero gas fees, without holding a single SUI Under the hood, this is powered by @SuiNetwork new 'Address Balances' system protocol level gasless transfers rolling out on mainnet. Most chains still force users to manage gas token even when they only want to use digital dollars that complexity is fine for crypto natives, but terrible for payments at scale. Sui is clearly positioning itself as infrastructure for: - stablecoin payments - fintech apps - AI agents & autonomous commerce - high-frequency onchain transactions @EmanAbio - We left Meta with one conviction: money should move as freely as messages Interesting stat: Sui network has already processed over $1T in stablecoin transfer volume since Aug 2025.
Sui@SuiNetwork

x.com/i/article/1774…

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wt
wt@wllmttt·
@vadim_web3 from the past that needs to be settled first before actual price change can be driven in an organic way. Otherwise, you are simply dependent on market liquidity, a risk-on environment, and a movement in altcoins. ​What are your thoughts on this?
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wt@wllmttt·
@vadim_web3 2/2 prefer to have far fewer tokens at this moment? A clean slate, of sorts? ​Perhaps that is also holding back the true value of a POL token a bit for investors right now. Don't get me wrong, they are all in circulation and the inflation is not that bad, it is more like a bill >
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wt
wt@wllmttt·
@vadim_web3 2/2 There is no guarantee that it will change unless Polygon grows significantly more in terms of metrics before the price starts to increase in a more organic way, rather than being market-dependent or otherwise.
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wt
wt@wllmttt·
@vadim_web3 1/2 But who determines the value, how is it done, and why? Early investors, market makers, other major players who benefit from these dynamics in the crypto market? Your conclusions are correct, I agree with you, but there must be reasons why things are the way they are.
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Vadim | POLTRACK
Vadim | POLTRACK@vadim_web3·
Look at how many tokens get “printed” via inflation per day across popular chains: $BTC: $35.3M $ETH: $5.8M $SOL: $5.8M $TRX: $1.4M $TON: $1.1M $HYPE: $1.0M $ZEC: $889K $ADA: $334K $SUI: $333K $BCH: $190K $XMR: $163K $MON: $152K $APT: $54K $POL: $52K Against this backdrop, $POL looks catastrophically undervalued.
Vadim | POLTRACK tweet media
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wt
wt@wllmttt·
@vadim_web3 @newyorkpascal They should hire you if you'd be interested in that; you bring up a lot of valuable information for people who don't have that knowledge themselves. It's good to read and know @0xPolygon
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Vadim | POLTRACK
Vadim | POLTRACK@vadim_web3·
POLTRACK shows the real picture of Polygon: chain fees, inflation, POL supply, value flow. But here’s the uncomfortable question: who actually pays the fees? Trackers don’t know. They can’t. Growthepie shows ~$25k/day on Polygon. Actual chain fee: ~$120–130k/day. ~$100k/day is unlabeled. Not “missing”. Unlabeled. Why? Because you can’t map the real economy of a chain: – not every contract is labeled – not every flow comes from a “brand” – not every logic lives on-chain Polygon is moving to an Open Money Stack. APIs on top. Logic off-chain. ZK hiding flows. Contracts changing constantly. The chain becomes settlement. You won’t track it all.
Vadim | POLTRACK tweet media
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abhinav sharma
abhinav sharma@abhinavsam4·
Polymarket filing for divorce with Polygon💔and CT already overreacting So I removed it from the data Polygon still did ~$33K in fees in the last 24h That’s more than all these chains combined ↓ Sui TON Starknet NEAR Monad Avalanche Cardano Aptos Arbitrum “Dead chain” btw💀
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wt
wt@wllmttt·
@vadim_web3 That's IF they 'stay' and build on cdk and use agglayer?
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Vadim | POLTRACK
Vadim | POLTRACK@vadim_web3·
Will Polymarket include Polygon $POL stakers in the $POLY token airdrop?
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Just Hopmans
Just Hopmans@HopmansJust·
Wenn @Agglayer?
Ignas | DeFi@DefiIgnas

Kelp rsETH exploit is terrible due to extensive DeFi integrations. Not sure how big the exposure is yet but: - Aave V3: Markets already frozen - SparkLend: Also froze the rsETH market - Lido Earn via Mellow strategy meta-vault. I think it was a leveraged market - Fluid: Frozen market - Compound - Euler - Upshift: Paused High Growth ETH and Kelp Gain vaults - Pendle PT YT tokens - Some Beefy strategies. Yearn? I suppose LayerZero is probably affected too, as rsETH were bridged from L2s, so I wonder if those rsETH on L2s aren't worthless right now. The situation is still developing, so I don't want to FUD any protocol, but it seems there are not many places to hide in DeFi.

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wt
wt@wllmttt·
@traderfrom2031 @vadim_web3 @0xMarcB Was the matic token not changed for the pol token because of the agglayer? Is it still usefull that they changed it? Thanks.
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Trader from 2031
Trader from 2031@traderfrom2031·
@wllmttt @vadim_web3 Nope, refocusing on what agglayer can do for polygon ecosystem and Open Money Stack, fast interop for all chains deprioritized for cost-benefit reasons. @0xMarcB words: is a very long term project, at least 5 years.
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Keşfet

@Dentoshi @vadim_web3 @lookonchain @abhinavsam4 @0xPolygon @jrussvast @_Jonasweb3 @SuiNetwork