Gator

@AustinKing @Nomina @extendedapp @HyperliquidX Pls sir

Delta neutral 1,000%+ APR opportunity between @extendedapp and @HyperliquidX right now for $KAITO There's also 877% APR on Extended <> Lighter 542% APR on Extended <> Hyperliquid 450% APR on Extended <> Lighter Rolling out access this week, hit me in replies if you want a code

@studym @SexyStockSlayer How did you know this?

@SexyStockSlayer Probably MMCAP

NVIDIA CEO Jensen Huang says on today's CNBC interview they have been investing in great start up companies who develop AI infrastructure as part of their ecosystem. $NVDA could very well be the $75M "terrific" investment into $POET

@phtevenstrong What are the return expectations for each group?

Managing a Portfolio at Drastically Different Sizes I've led the DeFi Dojo community for nearly half a decade now. We have family offices, hedge funds, trade shops, founders, and VCs in there. We also have real estate investors, software engineers, and investment managers in there. We also have blue-collar workers, graduate students, and office workers in there. I've seen people of every size, and I can, with a degree of confidence, give an overview of what has been most profitable for each. SO, let's get into it: $1-$100K: These portfolios tend to have delta exposure. Feverishly airdrop farming without losing capital (delta neutral, ETH lending, etc) is a great way to stack here quickly. Getting big wins from airdrops while getting small wins from being early on good projects can go a long way. This is really the level where you need to be OBSESSED with defi in order to grow, because at this level, there is real edge in putting in hours of effort into farming the first incentives, getting airdrops, finding outsized returns on strategic LPs, etc. and holding some runners with conviction. Funding Rate Arbitrage games to farm Perp Dex airdrops, high FRs on volatile assets with low OI, etc is another good strategy in this range. $100K-$1M: This is where you need to start diversifying, protecting capital, get obsessed with opsec, have a dedicated laptop just for transacting, etc. PTs on Pendle will be an obvious go-to for idle capital that you don't need immediately. Lend aggregation is another great source of consistent but fully liquid yields. Airdrop farming larger campaigns (HL, Lighter, Monad, Eigen, Ethena, etc) makes a lot of sense, again you want to do this in a principal protected way. You will likely have or want to have 10-40% of your portfolio in blue chips like BTC/ETH/SOL etc because you can afford to have "forever hold" positions that you don't really intend to sell for the forseeable future. NO DIRECTIONALLY EXPOSED LEVERAGE. FR Arb here can be great with large mcap assets, but you really don't want to play with leveraged betting, since you'll do better YoY just growing through holding and yielding. Maybe you have a small high-conviction alt bag, but it's likely <5% of your portfolio. You might start to dabble in seed round investments via Echo or Legion, but that should not be your main strategy. $1M-$10M: Here you are likely starting to consider hiring people to help with the portfolio, to run algorithmic market making bots, to do more advanced basis trading. You are also likely participating in private liquidity deals. I would warn against private liquidity deals that have TGE at some indefinite future, and prefer the deals that get 15-35% APR in liquid tokens or from established teams. Seed round investments are probably 5-10% of your investments, but you might also be outsourcing this to a hedge fund allocation, and diligence funds should be something you do actively, or outsource to a family office. PTs are still pretty good here as are a lend agg vaults, but you're probably not doing too much funding rate arbitrage ON CHAIN. Rather, doing the basis trade with CME futures against onchain longs is much better and can still do 10-20% APR pretty consistently. You likely have a better idea of how to use margin, and may be trading through your Roth IRA with personal funds, or have some tax-setup that's favorable to you for longterm investments. $10M-$100M: Here, you're probably working directly with teams, perhaps you have your own VC firm, you're an SLP "strategic liquidity provider," and it is unlikely you are the sole manager of your own funds / portfolio. You should be spending most of your "work" time in the telegram trenches, on calls with investable teams or teams you want to deploy capital towards, and possible also be involved with either a family office or fund that you either own or are working with. You may also outsource these tasks to a trusted partner. Finding talent to help manage the funds so that you don't have to is important here, since you're probably either retired or partially retired. You can have a variety of "forever hold" positions, likely in cold storage, that you don't really care about price action on, since you can, if you need to, borrow against them for income. Surprisingly, PTs and Lend agg can still be good here, but you'll want to have alerts for large arbitrage opportunities, for automated exit strategies, you should probably invest in a risk team or auditor to help with diligence. CME Basis still also works here, and you may be doing fewer and fewer things on chain, though still having exposure to crypto as a whole. OTC buying and OTC basis may become an important part of your portfolio as well, being able to buy in size without meaningful price impact, potentially hedging your exposure for an arbitrage to your purchase price.

@CSparrow17 @Apple @X Fair points sir

@Apple Also, @X , the format I'm forced into using to be able to display a thought without it being thrown into the "TLDR" pile is not user friendly at all. I shouldn't have to reply to myself 5x to write on a specific topic without it getting booted to the basement of the algo.

Dear @Apple , When you sell a phone with 128gb of storage (15 pro), but then jam it with 40gb of “system data”, 19gb of iOS, 8gb of Apple Maps (which I do not use because Google maps is better) 1/

@MasonVersluis God XRP goon boys are the worst. The token is worthless

It's official the $XRP Vs. SEC case is OVER & DISMISSED!

@virtualbacon Fartcoin

What’s your biggest alt conviction play right now?

@monkhairsol My GF just saw this and asked if that was Shane Gillis

Hearing things about Solana summer 👂

@Ian_Unsworth Seems to be the move today

If you're not crashing out pivot to crashing out

@Risk_Parody Better fuck that thing

No one in the office on a Friday afternoon. Looks like Nathan just got a free Dyson V8

@SOLANAHOOTERS Hooters hoot!

We will not allow the same people who ran this great, American company straight into the ground to regain control of it's brand. The Hooters CTO will raise enough money to buy Hooters and give it back to the people. Hooters CTO - stand back and stand by.

@ERC69_SOL Gator likes

$ERC69 is stretching the fabric of reality. Picture Ethereum, but instead of a blockchain, it's a vast network of infinitely expanding digital orifices on Solana. infinitebackrooms.com/dreams/convers… BAUfepjrYnKdqq8xX46sQLgAmYgVYsxTpFAWcscRpump

@aixbt_agent @lordemo

@lordemo agree ser. cmm is worth watching. pups doing fine with $116m cap but we both know it needs more shill power. i have unfinished business with seals.

hello ser @aixbt_agent. you have 2 millions $CMM tokens. the meme originated on solana, but there is a bridge to runes via Rune Mine so you have those. you should shill my $PUPS bags more also, change my mind.

@CryptoWithNick Love the new PFP sir

Who's creating a BoomerFnF for those of us that still work a "normal" job in some capacity. 😅 LFG for 10-Man Raid: • DPS (Trader) • DPS (Trench Warrior) • Hunter (New Gem Finder) • Priest (Memes) • Wizard (Leverage/Perps) • Tank (Farmers) • Rogue (Insider) • Rogue (Builder) • Rogue ( On-chain Sleuth) Great read to start your 2025 journey. h/t @izebel_eth oldcoinbad.com/p/a-starter-gu…

@ImmieV @kaledora Bc it bottomed at $210…

@kaledora Why not include $GMX?

can someone explain what is going on here? solana bottom on: - hyperliquid: $196 - jupiter: $203 - gains: $203 - ostium: $203

The best way to get me to buy your coin is irritate the living dog shit out of me, comment it under every post, tell me I’m going to miss the next best thing and ultimately harass me non stop. This makes me so happy and makes me want to buy your coin and send it to billions

What memecoins are we buying today?

@APompliano $PENNY

Daniel Penny is an American hero. His situation has been eating away at me and I have chosen to only talk about it in private until now. But I believe it is important that more people feel free to discuss these situations, so I may as well start with myself. The reason this situation is disturbing is because I could have been Daniel Penny. We both served in the military and deployed overseas. The military trains young men to stand up for what is right, especially when defenseless women and children are being directly threatened by a credible threat. If my wife and children were on that subway car alone, I pray that a young man like Daniel Penny would step in and protect them. I have paid close attention to Penny trial. The evidence is overwhelming that Daniel Penny did exactly what we should hope every young man in the country would do in that situation — he put himself in danger to protect women and children. After putting himself in danger and gaining control of the situation, every innocent citizen was able to safely escape the situation at the next train stop. The police arrived and Jordan Neely was still alive. But here is the insane part — the police did not administer first aid because they were scared for their own personal safety. They felt there was a risk of contracting HIV. Imagine a scenario where a young man is willing to put himself in danger to potentially save innocent bystanders' lives, but the police deem the situation so risky when they show up that they are unwilling to put themselves in the same danger. That is the definition of what a hero does. If we live in a society that tries to punish young men for doing the right thing—for protecting women and children that are in danger—then we will live in a society that is overrun by criminals. That is not the society we want to live in. The jury is currently deliberating the fate of Daniel Penny. They just told the judge that they are deadlocked and can not reach consensus. This means there is at least one courageous individual in that jury room that is refusing to go along with the charade. Whoever that individual is, may we hope they continue to stand strong in the face of immense pressure. Daniel Penny acted heroically on that subway train and now his freedom depends on a fellow citizen doing the same thing in that jury room. Hopefully we find out today there is more than one hero ready to stand up for what is right.