playrisk

Out of the entire market, the only token that looks interesting to me for any trades this weekend is $EDGE - fantastic volatility - uptrending in a choppy market - decent fundamentals with the $1m+ per day buybacks - coming into it's first major pullback since the uptrend began. Usually these first pullbacks are worth buying

@Fiskantes @Sigil_Fund Beast

.@Sigil_Fund caught 3/4 (way before it was clear they are revenue winners) and we can't even say we missed Tether because it was never on the table as an opportunity idk, maybe just dumb luck tho

@koolkrypto223 also like… wtf are they doing finnicking around w the % buyback? only reason this shit is a bid is because it’s growing 2m annualised fees in feb and 4m in march. not based on fee multiple. GROWTH. jfc.

what would $40m buyback do?

@game_for_one Press the advantage!

One trade every few weeks, good enough for this market. Pick your spots.

@derteil00 Wow so caring!

As we can't comment (obviously it's because they care so much about the community they don't want us to get scammed) I just wated to say great job team! Onwards and upwards

Real q is how negative will the funding be on Hyperliquid, Binance etc… Can assume Hyperliquid funding will be -200% annualized from the start just given the ease of access Binance maybe 20% Look forward to shorting

@0xMerp @GarrettBullish youtube.com/watch?v=xrmERl…

@0xMerp @GarrettBullish April 30th polymarket.com/event/us-force…

we have been calling out every step of this war from the beginning. by the time market prices in boots on the ground. we are already on the next move. market is always late new article for the next phase will be released soon

Keep on the edge

@cmsholdings Both ways :)

If you’re short any of this longer tail stuff you’re wearing a ton of risk doesn’t take much to turn on a dime

@LuckyXBT__ Run (LIT+EDGE)/HYPE

Techno unstaking $90m worth of $HYPE yesterday, while Loracle sets limits sells on $15m worth of tokens too. Was it leaked S3 snapshot was taken? [speculation] HL aint the 11 man team they once were

@game_for_one Wow so true king!

Took a position in Edge (edgeX). Don't think many have dug into it yet apart from it being a "new" coin, tldr thesis: Real circulating supply is closer to 15% once you account for insider/team allocations at TGE (circ was 35% but 15-20% went to some interesting wallets).. Not necessarily bearish if they're running it up, insiders are unlikely to exit this early. Buyback is aggressive, $1M in 24h against a real circ mcap of ~$60M is a meaningful bid. People loved the Hype buybacks, good narrative fit. They had ~$200M in stables in treasury. $50M just moved onto the exchange almost certainly for more buybacks. More to come. + you have Binance, Upbit and Bithumb listings to look forward to.

@Lighter_xyz As a datapoint $USDe 20% yield campaign in the ton wallet added less than $25m TVL or 43bps to their TVL tonviewer.com/EQAIb6KmdfdDR7…

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the national address confirms it. near-term escalation is now irreversible. oil just hit 110. up 10% in a day. this is just the start of the old regime falling apart. positions doing great, enjoy the weekly playbook, open.substack.com/pub/garrettres…

@bas3dp0tat6 @koolkrypto223 Move fast and break a couple of things The MMs will integrate, age of the HIP markets is irrelevant

@koolkrypto223 they need to execute faster, way faster. otherwise hyperliquid launch hip5 options and our investment is a zero.

100% in favour of this proposal as a $DRV holder and staker. Buying more $DRV here @ $0.065 Staking emissions and duration were outdated in both duration and quantity and unnecessarily high compared to $HYPE for example. Significantly comfier staking on a 7 day lockup; a month can be an entire bull market in crypto. Annually, 7.8m fewer $DRV hitting the market as staking emissions is obviously good too. I also think 35% is the correct current buyback % for a protocol at this stage in development. Ample budget for partnerships, incentives, growth, reinvestment, but also significant alignment with tokenholders. The signal here is the teams communicating commitment to increasing value accrual to $DRV. Obviously a 40% increase in token buybacks is massive and should instantly rerate the token when passed, but the implications are that the buyback % could also increase as @DeriveXYZ matures. For example, buyback % might be north of 50% if $DRV were a $1bn FDV protocol with less need for growth budget. In a market where other protocols are seeing month over month decreases in fees and are slashing buyback % as a result ( $SKY and $AAVE for example), $DRV is seeing month over month fee growth explosion and directing that to tokenholders. Didn't expect to be able to bid these prices again but I didn't expect to be able to buy $HYPE at $22 earlier this year either🤷‍♂️

@MartisCapital He is a larp.

I am better than GCR, there is no doubt in my mind. He got lucky with all his plays and if I was in crypto back then I would have 10 billion not just one

@delucinator Unironically likely, thanks to the EVM escape hatch Unfortunate no one wants to put that trade on

lighter outperformance starts now

@ProfessorPape @RiffRaffOz Rip it

Tonight’s speech by Donald Trump was framed as “mission nearly complete.” But listen carefully — the substance points the other way: This is not de-escalation. It’s controlled escalation.

@EdgeXShun Huge!

so far 690k USD used for buybacks