Panceramic
3.3K posts
Panceramic
@panceramic
@sleepingfnf // @0xthebigblue
Tham gia Haziran 2022
1K Đang theo dõi1K Người theo dõi
@willo2_Poly Down a hundred band on this too, hope we get it back
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I've given Polymarket a week to solve this amicably.
Complete radio silence.
Thank you to everyone DMing me with evidence. I am slowly working through DMs and will be putting a recovery group together today. Please bear with.
This week we played defence. Next week, offence.
willo2@willo2_Poly
I bet $500,000 on Polymarket that Microstrategy sold Bitcoin in May. Evidence came out while the market was open. Legally confirmed. Then Polymarket changed the rules, and refused to pay. Last chance to do the right thing @shayne_coplan. Where's my fucking money?
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Top 5 companies that care about human rights and world peace:
Lockheed Martin: A small family-owned business dedicated to FAIR conflict resolution.
They don't start arguments, they just make sure one side finishes quickly
Raytheon: Committed to on-time, precision delivery. Every package.
Every time.
No signature required.
Palantir: Making government more efficient to save you tax dollars.
They know exactly where you are, what you're doing, and who you talked to, paving the way for great customer service
BlackRock: Deeply committed diversification and homeownership.
They'll fund the oil spill AND the cleanup crew and provide you housing at a fair price
Nestlé: Hydration is a human right.
Which is why they've made it their personal mission to own all of it
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@TheGreekTrader @Polymarket totally agree with you, thanks for the feedback and we are changing a bunch of stuff internally to make sure this doesn't happen again.
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Some feedback for Polymarket after the recent MicroStrategy market drama:
1. Market rules should be written more clearly and reflect real-world reality as closely as possible, especially since Polymarket functions as a news and information platform. There will always be edge cases, which brings me to point #2.
2. The Markets team should be more responsive to clarification requests involving potential edge cases. Sharp traders had already flag this to the team and asked for clarification before May 31 to avoid exactly this situation but those requests were ignored.
3. More transparency around how clarifications are made and communicated would help a lot with users trust.
4. Consider implementing a trading pause feature when major resolution disputes or market controversies emerge, helping minimize unnecessary damage.
5. If trading cannot be paused, at least remove fees from that market to avoid accusations that Polymarket tries to profit from those occasions.
If even some of these changes are implemented, a lot of future drama could be avoided.
@shayne_coplan @mustafap0ly
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@0xJezza tbh crypto gatcha like courtyard are better r/r, the lowest value you get is at least 50% of the price you paid, better than japan irl or packs
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Panceramic đã retweet
Panceramic đã retweet
Panceramic@panceramic
The "MicroStrategy sells any Bitcoin by May 31" market resolved NO — but Strategy's June 1 8-K confirms the 32 BTC sale happened May 26–31, inside the window. The rule said resolve YES if they "sell by" the date. A "confirmation outside the timeframe doesn't qualify" clause was added AFTER trading closed and flipped it to NO. Retroactive rule changes shouldn't decide markets. Please re-review. @Polymarket @mustafap0ly
QME
Hey @shayne_copolan, @mustafap0ly,
I want to analyze Elon Musk's tweets, but there are no active tracking periods.
On the other hand, 3 events are still ongoing. What should I do now?
Do something @Polymarket
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The "MicroStrategy sells any Bitcoin by May 31" market resolved NO — but Strategy's June 1 8-K confirms the 32 BTC sale happened May 26–31, inside the window.
The rule said resolve YES if they "sell by" the date. A "confirmation outside the timeframe doesn't qualify" clause was added AFTER trading closed and flipped it to NO. Retroactive rule changes shouldn't decide markets. Please re-review. @Polymarket @mustafap0ly
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@CL207 Cat whats ur outlook on q3, like the squiggy line u did for q2 and q1
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on hyperliquid - "many institutional clients watch the price discovery over the weekend, whether they admit or not"
maybe the retarded opinions we express over the weekends have way more volume than it should get
kirbycrypto@kirbyongeo
ICE's Jeff Sprecher (founder of @NYSE) on Hyperliquid 'It's bigger than NASDAQ. It's 11 people. You look at it, you're like, wow, that's pretty something.'" On the founders: "The people that have built that exchange are extremely smart... I salute these guys for doing it. I mean, these are some very, very smart people." On ignoring it: "I don't think you can ignore it." On the competitive threat: "It's attracted a lot of market makers and other market participants, early adopter market participants that would ordinarily be in our traditional markets are there exploring this technology." On the weekend oil trading dynamic: "They've been trading oil on the weekends when our traditional oil markets are closed. And it just so happens in this time of conflict in the Middle East, there have been a lot of activity that happens on the weekend. So it's gotten a lot of interest." On institutional clients watching regardless: "While most of our institutional clients are not trading on blockchain... they're all watching it, and they're watching the price discovery. Whether they admit it or not, it is being part of the zeitgeist." On the SpaceX listing being a watershed moment: "I think regulators and market participants are going to say either it was irrelevant or it was highly relevant." On retail + 24/7 markets: "We're just going to have to get used to the interplay of retail and professional trading 24/7, 365." Full transcript here: seekingalpha.com/article/490935… Hyperliquid
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@freeofowning quite obvious to continually short/scalp btc at range highs until it shows otherwise
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@freeofowning I'm calling out individual stocks/themes getting crowded - not the entire market, or even all of AI. I think you just buy what you like but be mindful of froth.
The scooping was around liberation day #2, imo.
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btw, I am long some of these names but I'd recommend everyone scroll the various subreddits for stocks. It's wall-to-wall P&L screenshots from people full porting $MU.
Fundamentals are strong but retail froth is approaching a blow-off top. Probably a flush soon.
darran@darran0x
Consider that late longers are top blasting $MU, $SNDK, $INTC, etc. right now. 0% of tourist capital is in the crypto charts. Recalibrate for what is likely the end of the bear market, not the beginning. Be patient.
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CT is conditioned to fade consensus, but timing matters.
> In a bull market, consensus is saturation.
> In a bear market, consensus is activation.
It's the starting gun that tells the world that crypto is back.
Imagine that 95% of active capital and attention leaves in a bear market. That's a 20x wall of money waiting for a god candle to reactivate our attention. And when it happens, that candle becomes the market.
Consensus in a bear market is a cheat code. It can't be priced in because capital takes days/weeks to arrive.
This was solana:So11111111111111111111111111111111111111112 last cycle. Early memes like $BONK printed god candles and created the market for meme coins. From October 2023 - March 2024, solana:So11111111111111111111111111111111111111112 re-rated from $20 to $200. The 20x wall of money re-activated largely because of solana:So11111111111111111111111111111111111111112 and the bitcoin:native ETF. It's no coincidence that bitcoin:native had its meta for Ordinals and BRC-20s at the same time. If you were here, you will remember the midwit meme with left curve solana:So11111111111111111111111111111111111111112, right curve bitcoin:native, and mid curve $ETH. Solana memes and the BTC ETF were the starting gun for a new bull market.
Today, zcash:native is winning consensus and it just printed a 20%+ daily candle in a bear market.
Consensus is activation.
zcash:native 👀 bitcoin:native
darran@darran0x
Last time $BTC was in a $300-$800 range, it had 16M circulating supply, went into price discovery around $1,000, and cycle topped at $20,000. Today, $ZEC trades in a $300-$800 range, has 16M circulating supply, goes into price discovery around $1,000, and cycle tops at $_____?
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