@sjdedic 4) @Polymarket works perfectly without a token. Tells a lot if tokens are needed or not for 99.99% of protocols.
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Raphaël Ambrosius Costeau
5.2K posts
Raphaël Ambrosius Costeau
@Spbrep
SEO and product management. VC investments. $LINK baggie.
เข้าร่วม Ekim 2013
372 กำลังติดตาม731 ผู้ติดตาม
Polymarket usage up 100x, Polygon price down -90%
This tells us 3 things:
1) as long as you’re building sth with proper product market fit and abstracted UX, the ecosystem shouldn’t matter
2) underlying chains don’t accrue the value of the applications built on top
3) infra is dead, long live actual use cases
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@__Liberty4All_ @StefanFrancisci You are a literal shizo. No point to explain and waste my time on you. Get help as fast as you can.
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@Spbrep @StefanFrancisci How is Russia the core of satanism? Russian and Rus diaspora satanic achievements: Marx (Levy), Blavatsky created naziism, Protocols of zion, Lenin, Stalin, Rotchilds (Rus), bolsheviks, Talmud, Chabadism, Masonism
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No, maybe YOU'll own your own evil. Poles had to pay for their people doings against Russian people. For example, Felix Dzerzhinsky killed a lot of Russians. He was a part of Soviet elite and chief of secret police organization. He killed a lot of White Russians and served well for bolsheviks.
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@Spbrep @StefanFrancisci it is not USSR today yet many Rus beg to reinvade Poland.
Strange how Rus feel compelled to lie even when they do not have to.
own your evil.
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What a fairy tale, lmao. First, it was the Soviet Union doing it, not Russia. Second, many Poles and Ukrainians were part of the Soviet elite and helped make those decisions. Third, if it weren’t for the Soviet (so-called 'Russian') invasion, Hitler would have wiped out even more Poles.
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@StefanFrancisci of course.
Roma don't slaughter 20% of the Poles and wreck the economy for half a century, but Rus DID.
If Russia had not invaded Poland in ww2, today Poland would have an economy 5x greater, bigger than Germany or Japan.
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There were "partial" mobilization in Russia in September/October of 2022. 300k man joined the army. And that's it. Other people who got in the army are joined becaue they signed a contract, And it's less than 1M overall. There is a lot of drone video from both sides, unfortuntaelly people dying, but not in amount as you probably wish.
Maybe in Russia we don't have perfectly free media or great democracy, but there is no forced mobilization like in Ukraine.
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@ddeadgrass @DD_Geopolitics Watch thousends of short films from Ukrainians drons showing facet that Russian soldiers last secounds of life ..there are lack .of villingnes of dieing for Putin regime
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🇺🇦🇺🇸 An American became a witness of a democratic mobilization process in Lvov
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@coinfessions Many such cases. Same as getting into BTC early and loosing it all in ICO mania in 2018 or NFT mania in 2021 etc.
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Now there are no airdrops, no price action, and no funds left.
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A degen with the nickname Cinibengales believed Trump’s words so much that he continues buying Iranian regime fall even for March, although this is simply madness, considering there is less than a week left.
Right now, he is buying over 800k shares at a tiny price of 0.8c (about $6k), averaging his overall position. In simple terms, he continues burning his money.
He also believes that US forces will enter Iran in March.
Meanwhile, his PNL for the month of trading has approached -$420k and continues to grow.
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@0xWeiler @Polymarket @Kalshi Is $20 bln a possible valuation for $POLY token or for the compnay behind Polymarket platform? They haven't said that only token will be getting all value from platfrom growth. It might be the $XRP case, not $HYPE case.
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1/ A Valuation of Polymarket (POLY)
March 7: @Polymarket was reportedly seeking a $20 billion valuation
March 19: @Kalshi raised at $22 billion valuation
A $POLY token and airdrop are confirmed. The central question is whether the $20 billion reflects reasonable expectations for future fee generation, or whether the market is mispricing the opportunity.
My latest @MessariCrypto report builds a ground-up valuation to find out. Let's break it down 🧵
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@ThePumponomics @tptrades The great thing is you are still early, welcome
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i officially surrender to the $HYPE bullas
i was wrong.
since i posted this thread on why i wasn’t buying hype, it’s up 20%. i spent weeks mid curving while the chart was screaming at me to buy.
i'm fixing that mistake and deployed $480k into $HYPE at $39.
Being 'too greedy' for a perfect fill almost left me at the station. not the first time that's happened and won't be the last either.
i have one more clip ready for the low $30s (about 20% lower) if we get a retest. if not, who knows i might fomo even higher.
hyperliquid
Pumponomics@ThePumponomics
I was looking at making a massive allocation into $HYPE for the next cycle. I decided against it. The product is great. The coin is great. But the math for a 10x is harder than alternatives. Here is my breakdown👇 My problem with HYPE is that it's too consensus. Everyone loves it. It's only down 45% from its ATH. When SOL and ETH went 30x+ on their runs, they started from -95% from ATH. People were being mocked for buying them for weeks/months. In my experience in crypto, if buying for a long term hold and your entry feels warm and comfortable then usually something is up. Could hype be the exception? Sure, it definitely could be. But let's look at the numbers. $8B Market Cap. $31B FDV. That gap means there is a massive wave of dilution coming. To hit my target of a 10x return, $HYPE would need to reach $80B Market Cap BEFORE it spits out 75% of the coins which are currently locked. This is a huge headwind. For context, $SOL was the undisputed leader of the last run and peaked at a $150B Market Cap. Literally everything went right for it too. My philosophy is: Be early, or be contrarian... and then be right. When you are both, that is where the 10x opportunities live. Unfortunately, I don’t believe $HYPE is the best oppty to hit that goal. Best of luck to everyone in it. Great project, but just not for me at this price. If for some reason it goes to $15ish and i have cash left I'll consider it.
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@securezer0 Still good r/r compared to other vapor or scams I've farmed.
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Polymarket isn't going to give you a bigger airdrop because they defended all their bad decisions on X
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@Doonhamer_ @Polymarket When they apply fees? Starting from March 29th?
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With the below data we can estimate that the average fee per trade on @Polymarket is 0.53%
That's:
$5.30 on a $1,000 trade
$53 on a $10,000 trade
$530 on a $100,000 trade
Yesterday, @Polymarket processed $150m in volume.
At an average of 0.53% fees taken per trade, that's $800,000 / day.
For comparison, here is the 7d average of some of the top crypto protocols:
Hyperliquid - $2.28m
PumpFun - $950k
EdgeX - $700k
Axiom - $220k
Doonhamer 🏴@Doonhamer_
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@penguin_pmkt Exactly brother, just be a good trader and never depend on poly token which may not come lol, and with the new fee ? 💀
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they also are rugging our airdrop with new referral program
ice@penguin_pmkt
first they came for the crypto markets and i did not speak out because i did not trade crypto markets then they came for the sports markets and i did not cry out because i didn't trade sports markets then they added fees to everything and there was no one left to cry out for me
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100B is beyond retarded. $POLY valuation is below 10B and company valuation is below 20B. 100B for token won't happen anytime soon.
Secondly, ref links are dilluding existing users more. Maybe bullish for @Polymarket team, but not for possible user rewards. If you are not a paid shill there is nothing to be excited for regarding this announcement.
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The $POLY token is approaching, and here's why. My prediction: $POLY within 6 months. FDV $100B.
1. The recent "big announcement" from @mustafap0ly disappointed many as it clearly hinted at a token. Initially I received some confirmation that this announcement would not be related to $POLY and the audience is currently disappointed precisely because they were overly focused on $POLY. But if you put aside your emotions, this news literally screams that $POLY will appear much sooner.
2.A referral program is a cheap traffic generator; we'll get a lot of people spreading referral links, and a LOT of spam. I think it should have been strictly limited from the start to prevent spam; otherwise, we'll get more annoyance than new users.
I've never shared my referral link with X and don't plan to.
3. By introducing fees Polymarket will show revenue of 100-200 million per month within the next quarter making it the most profitable protocol in all of crypto. Polymarket will start earning more than $HYPE. Hyperliquid's current TVL is 38B. and Polymarket will start earning more within the next quarter. If you're not bullish on $POLY - I don't know what you're doing in crypto. $POLY has potential to be $100B FDV.
4.From hints from Polymarket's key investors we know that Polymarket is planning an IPO + airdrop + possibly an ICO all at the same time. For a company like Polymarket it needs to demonstrate revenue and a sustainable business model. Fees are a key step before the IPO - meaning $POLY is getting much closer. Possibly within six months.
5. Polymarket's competitive advantage isn't the absence of fees, but rather the fact that, unlike a "regulated platform," the majority of Polymarket's volume is still focused on prediction markets rather than sports. Prediction markets are overly focused on sports - turning into books with less attention paid to the predictions (especially the green regulated platform in the US which copies every action from Polymarket and presents it as its own ideas - with up to 98% of its volume coming exclusively from sports betting; using regulatory arbitrage to attract users from states where sports betting is illegal).
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@muarmemuar @Polymarket Lol we are only on polymarket coz we make profit not becoz of airdrop
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Announcing @Polymarket roadmap:
Q1 2026 - Introduces fees on most markets
Q3 2026 - Launch of the points program
Q1 2027 - Season 2
Q3 2027 - Season 3
Q1 2028 - ICO, point holders receive allocation for the token sale
Thanks for your attention
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@quang250802 @0xBumblebee @Polymarket @mustafap0ly LMAO. Token is money and infra matters for Polymarket, not me.
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@0xBumblebee @Polymarket @mustafap0ly CT sees and instantly screams token 😭
meanwhile infra > token every time
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.@Polymarket is going to announce permissionless markets today
Everyone think that this announcement will be about $POLY because of the coin emoji @mustafap0ly attached to the post ( 🪙 )
But imo it's quite too early to speak about the token, before it Polymarket promissed to deliver:
> 1-minute markets
> permissionless markets and creator fees
> L2 chain
Today we'll figure out everything but sadly there's no live market on this event, i'd max ape into announcement about permissionless markets
Mustafa@mustafap0ly
big announcement monday 😛🪙
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@akarlin I disagree. Putin's 'stability' ended in February of 2022. What we see now is the consequences of his policy, which has lasted for years.
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> Some Western "pro-Russians" have been accusing us of "dooming" [and] loudly denouncing us... To clarify: "Putin's stability is over" is an objective fact... the Kremlin's panicked move to "ban the internet", is about as far from "stability" as you can get.
LOL. Even RWA is waking up to the metaphysical inevitability of jail. 🚨🏃♂️🚓👮♀️
Russians With Attitude@RWApodcast
Some Western "pro-Russians" have been accusing us of "dooming", going after our latest podcast description and loudly denouncing us. We're sorry if it stung, but that's the way things actually are. We've always treasured the freedom to say what's actually going on in Russia, the country we actually live in, and it's a freedom our conscience allows us. To clarify: "Putin's stability is over" is an objective fact. Stabilnost' -- the cornerstone ideologeme of the Kremlin for the past two decades -- has dissipated. The word itself is deeply loaded in Russian, connotating stagnation among other things, and is used mostly ironically. What's certain is that this tired old trope is entirely incompatible with the world we live in. And it's good that it's dying. Ukraine's terror campaign, coupled with the Kremlin's panicked move to "ban the internet", is about as far from "stability" as you can get. The point of our latest podcast was that this is essentially a good development. Only when the fake facade of normalcy disappears can real change take place. We're in a transitional period, shedding the vestiges of a world that no longer exists. Do listen to the episode, it's pretty optimistic, actually. We will continue to talk about all the bad decisions and misguided ideas coming out of Russian leadership, because the current administration is temporary, and Russia is eternal. Thank you for your attention to this matter.
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People hyping up an airdrop when token might be coming already next week 🤖
Green@LoveYouAllNFT
It’s speculated that this could be a $POLY airdrop announcement. I started farming volume less than two months ago, and I already have seven figures. This is one of the biggest events that will happen in crypto. Lives will change. Millionaires are going to be made. And this could be you. Do not miss out.
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@joselebetis2 >Instead, they can ride that momentum
So an avergae allocation for a user will be more and more dilluted.
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Many people are speculating $POLY is the announcement
but I think we’ll have to wait a bit more.
I think $POLY gets launched around October.
My reasoning:
The World Cup will bring massive volume + hype , the perfect moment to announce the token and capture attention.
But launching it right there wouldn’t make as much sense. There aren’t enough major events immediately after to sustain that level of activity.
Instead, they can ride that momentum, keep testing out the L2/token infra, and launch closer to the U.S. midterms (when volume picks up again)
That way, they hit the market with strong metrics (volume, revenue, user growth) right at launch.
Just my opinion, but the timing feels very intentional. 👀🚀
Mustafa@mustafap0ly
big announcement monday 😛🪙
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