Bitvizory

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Bitvizory

Bitvizory

@Bitvizory

Breaking down narratives, spotting alpha early, navigating Web3 with precision

web3 เข้าร่วม Ekim 2013
5.3K กำลังติดตาม7.5K ผู้ติดตาม
Ash Crypto
Ash Crypto@AshCrypto·
BREAKING: 🇺🇸🇮🇷 Trump just said that Iran has agreed not to have a nuclear weapon.
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IKAY
IKAY@Great_Ikay·
@AshCrypto Iran is not giving up anytime soon, might be first country to defeat the USA 🤔
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Ash Crypto
Ash Crypto@AshCrypto·
BREAKING: 🇮🇷 Iran plans to impose taxes and toll fees on ships crossing through the Strait of Hormuz.
Ash Crypto tweet mediaAsh Crypto tweet media
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Bitvizory
Bitvizory@Bitvizory·
@DidiTrading looks like a clickbait, no one selling at 0.38 lol
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Didi
Didi@DidiTrading·
Day 453: If I could guarantee you a 3.39x ROI in the next 4 months, you probably wouldn’t believe me The current cost of 1 Extended point is around $0.38, while premarket is trading at a $300M FDV. TGE is confirmed for Q2. Assuming 70M total points and a 30% airdrop allocation, that implies roughly $1.29 per point at a $300M valuation. Even if you’re not fully confident Extended will trade above $300M, you can always hedge your airdrop exposure by buying NO on Polymarket. You can use my ref for 13% more points and 10% fee discount. app.extended.exchange/join/DIDI
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bl888m
bl888m@bl888m·
Extended FDV above ___ one day after launch? I'll add some math that DidiTrading published FDV $300M -> $90M -> $2.09 per point FDV $350M -> $105M -> $2.44 per point FDV $400M -> $120M -> $2.79 per point FDV $450M -> $135M -> $3.14 per point FDV $500M -> $150M -> $3.49 per point I farmed several k points myself, calculating around $1 per point, which corresponds to roughly a $150M FDV If you look at Lighter and his ratings, it's unrealistic to expect Extended to do better - meaning $1B+ FDV and higher - at least for now 500M also seems high, and u can hedge your points or wait for lower markets to be added Otherwise, my bets are 800M, 1b, 2b - NO
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onchainmonk
onchainmonk@onchainmonk·
Extended is approaching TGE but so easy to get points. Just used pair trade strategy and made 1.5m volume to get 278 Xpoints. OTC prices around $2 per point which makes it one the best cook of year 2026. gExtended
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Nik
Nik@Nik_Poly·
@Jai0xCrypto Whether Israel/US striked Iran first. Big change in price and I panic sold
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Jay.eth, CFA
Jay.eth, CFA@Jai0xCrypto·
Gm ☀️ Starting the day with Bubble Tea at one of my favorite places - KOI Thé at @TheDubaiMall Haven't had better boba anywhere else. Highly recommend if you're around 🙌
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Bitvizory
Bitvizory@Bitvizory·
Lol as expected its the insider trading on a pool exposing insider trading 😂 this space is crazy
Bitvizory@Bitvizory

Will @zachxbt name itself for the insider trading😂 This is an interesting play on which crypto company will ZachXBT expose for insider trading? Axion share went up from 8% to 30% with insider play especially from two new accounts joined in Feb itself. Lol these pools are funny.. crazy insider trading on a pool going to expose insider trading 😂

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Bitvizory
Bitvizory@Bitvizory·
@rameswar08 @MikeZillionaire lol exchange is concerned about its own profit. no one cares about scams, they are not scamming the exchnage 😂
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Rameswar
Rameswar@rameswar08·
@MikeZillionaire I think this happened because of Indian scammers. We deserve it, anyways.
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Mike 🇺🇸
Mike 🇺🇸@MikeZillionaire·
MEXC is banned in India … Good job Indians 🇮🇳 #BANTHESCAM
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Bitvizory
Bitvizory@Bitvizory·
Will @zachxbt name itself for the insider trading😂 This is an interesting play on which crypto company will ZachXBT expose for insider trading? Axion share went up from 8% to 30% with insider play especially from two new accounts joined in Feb itself. Lol these pools are funny.. crazy insider trading on a pool going to expose insider trading 😂
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CSN
CSN@CSNCrypto·
@intodotspace @phantom So we gonna keep pushing back TGE? Refund my other 20% clowns. TGE was supposed to be months ago… and apparently “this month” as well.
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Space
Space@intodotspace·
Phantom Connect SDK integration is on deck. Why settle for second best? @phantom
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Elisa (optimism/acc)
Elisa (optimism/acc)@eeelistar·
Opinion Labs did more volume than Polymarket in the month of January, $8B compared to $7.6B The weirdest part is, nobody seems to know it exists, neither is it ever seen on the TL What is going on here?
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Bitvizory
Bitvizory@Bitvizory·
@Jai0xCrypto @flyingtulip_ Project will flop for sure. Not sure of the initial few days. It’s like making money out of people’s mistakes
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Jay.eth, CFA
Jay.eth, CFA@Jai0xCrypto·
among the more interesting Polymarket polls to follow is that of @flyingtulip_ the graph for 400m, 800m and 1bn YES more than doubled last week with folks expecting that it's going to hold $0.1 / 1bn valuation at least given the perpetual put option that lets you redeem your capital anytime 1:1 up until you claim your $FT tokens. while the refund clause makes sense, I don't see any reason why FT should be valued at 1bn. The market atm couldn't be any worse of new launches and we've seen projects like MEGA and SENT crumble under market conditions. While not an apples to applies comparison, the only way FT can hold it's 1bn FDV is: > opt for a dex only listing which means no tokens to cex, no sell pressure or no futures for people to start shorting. > keep circulating supply as low as possible, i.e., no one claims at $0.1, little / no tokens in the market and the price stays stagnant at $0.1. the protocol has about 135m in deposits so far with the yield at a mere 91k. are we talking about a 1bn project having ~100k to work with maintain a 1bn FDV? 🤔 all of this said, I'm not much bullish on the concept, the product or the market overall atm and I'll be taking some NO positions on 400m and 800m on Poly. Main reasons: > large claims at a price above $0.1 could essentially see a heavy fall in the price of the token if a bunch of people decide to claim together. > that could lead to a large number of refund requests. > the token may, for some reason not be redeemable at cost and there is panic. just my thesis, and while FT could well hold 1bn, the R/R seems worth it to me. NFA / DYOR 👊
Jay.eth, CFA tweet mediaJay.eth, CFA tweet media
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Bitvizory
Bitvizory@Bitvizory·
@adamamcbride social media companies are already all over that one
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Adam McBride
Adam McBride@adamamcbride·
This but living on our phones and making us money. Who’s building this?
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Bitvizory
Bitvizory@Bitvizory·
@apriori0x @jon_charb solid point, they called it early. we’re seeing the tech stack get redefined layer by layer.
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apriori
apriori@apriori0x·
the Overton window has shifted. rollups are L1s. props to @jon_charb and others for nailing this 3 years ago. dba.xyz/rollups-are-l1…
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vitalik.eth@VitalikButerin

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026 Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path. First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum. This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead. We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs. What would I do today if I were an L2? * Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features * Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets * Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?) From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug. The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately). This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: ethresear.ch/t/combining-pr… and ethresear.ch/t/synchronous-… ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add. This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

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Bitvizory
Bitvizory@Bitvizory·
@follis_ long time horizons can surprise us, ada may yet have its day too
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フ ォ リ ス
フ ォ リ ス@follis_·
$CSCO just put in a new ATH after 25 years after dumping -90% when the dot com bubble burst So there is still hope for Cardano holders
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