MONK @defi_monk
Sunny @SyncracyCapital · Prev @Messaricrypto · NFA · Disclaimer: https://t.co/qbybIxGIz6 Joined December 2021-
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The consensus here on CT seems to assume retail cannot make any money on these DATs. I wonder if any of them bought $BTC when everyone was calling Strategy a scam, or $ETH when BMNR started clipping billions. In both scenarios, flows were not priced into the underlying.
They’re just trying to pump everyone’s tokens, absolutely disgusting behavior
With today’s stablecoin announcement, $HYPE now offers one massive, vertically integrated bet on the cryptoeconomy 3 largest TAMs — exchanges, smart contract platforms, stablecoins. Being the top earning blockchain in the world is only the beginning. Time to think bigger.
With today’s stablecoin announcement, $HYPE now offers one massive, vertically integrated bet on the cryptoeconomy 3 largest TAMs — exchanges, smart contract platforms, stablecoins. Being the top earning blockchain in the world is only the beginning. Time to think bigger.
Extremely curious as to what type of stablecoin USDH will be and what a “compliant” USD stablecoin means. Either way this is a potential revenue stream to facilitate more buybacks and with how fervent the HL community is - I imagine alot of users will swap over immediately.
Extremely curious as to what type of stablecoin USDH will be and what a “compliant” USD stablecoin means. Either way this is a potential revenue stream to facilitate more buybacks and with how fervent the HL community is - I imagine alot of users will swap over immediately. https://t.co/Q8Sw63PBTI
If you are building in the exotic RWA space please reach out to me. Writing a report on the sector and want to make sure I’m not missing anything 🫡
With the amount of people looking for bottoms at $100-105k BTC and sub $4k ETH, I would not be surprised if we just bottomed at $107-108k and ~$4k after the worst week for ~seasonality~ in August.
This. There is not going to be any contagion from DATs for a long time. If they do all try to liquidate, it will be a long drawn out process that will be much easier to frontrun than a LUNA / FTX type situation. Furthermore we have yet to see any creativity from these vehicles…
This. There is not going to be any contagion from DATs for a long time. If they do all try to liquidate, it will be a long drawn out process that will be much easier to frontrun than a LUNA / FTX type situation. Furthermore we have yet to see any creativity from these vehicles…
I say this as someone who was speaking nearly every day with Kevin at some point on LUNA falling, and works in distressed Zero. That is the chance you get an “unwind.” These vehicles can run to 0.1x mNAV and there is nothing shareholders can do anything about it. At a…
I say this as someone who was speaking nearly every day with Kevin at some point on LUNA falling, and works in distressed Zero. That is the chance you get an “unwind.” These vehicles can run to 0.1x mNAV and there is nothing shareholders can do anything about it. At a…
It’s honestly refreshing seeing CT bid an interesting project like $CARDS, even moreso to see ppl use the product. Good for Solana too. Oh and for the other players in this meta who didn’t launch tokens, don’t forget an up-only coin is the best marketing you can get here.
It’s honestly refreshing seeing CT bid an interesting project like $CARDS, even moreso to see ppl use the product. Good for Solana too. Oh and for the other players in this meta who didn’t launch tokens, don’t forget an up-only coin is the best marketing you can get here.
Unironically tokenized Pokemon cards and CS2 skins are fantastic outputs of Internet Capital Markets. Bullish on Solana becoming eBay.
Rare off-topic tweet but I hate the new trend of making anime MCs super broken at the start with virtually zero payoff and then that whole character’s personality is just being extremely over powered.
Rare off-topic tweet but I hate the new trend of making anime MCs super broken at the start with virtually zero payoff and then that whole character’s personality is just being extremely over powered.
Monad has demonstrated yet again that all of CT will switch up on you if you just give them something for free.
As someone who has looked extensively into Hyperliquid competitors like Lighter, I think the incremental “tech” improvements are very real but it looks very probable that Hyperliquid has hit the sufficient performance threshold and all that matters now is how you aggregate…
We used to pray for lower $BTC dominance now our first instinct is to freak out when alts finally start disconnecting.
We used to pray for lower $BTC dominance now our first instinct is to freak out when alts finally start disconnecting.
“The top is in” It’s obvious a lot of ppl are overexposed to longtail shitters and have not participated at all in this $ETH / $HYPE / $SOL run. Somehow ppl are already calling $SOL DATs a disappointment when the major ones announced have yet to even deploy a single dollar of…
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