Vinay @web3vinay

Build-2-Earn; Web3 enthusiast & cricket aficionado; Prev - Investments @NearIndia; JP Morgan & IIT Madras Hyderabad Joined April 2015

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Vinay @web3vinay

a month ago

ETH, Sol, Arb & Base - guess these 4 speak for themselves on network effects / composability, etc however, the recent wallet infra makes most of these chains as just backend & user hardly knows. If a project focuses on web2 users with decent chain abstraction, no big deal

Regan Bozman @reganbozman

a month ago

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Vinay @web3vinay

2 months ago

@QwQiao BTC market cap ~$2.4T & ETH ~$420B roughly 5.6x = ~$4B equivalent. 0.17% supply If you consider daily issuance, ~2K ETH = $6.9M, that’s 100x net flows + ETH treasury company inflows Assuming a simply M2 supply math, $1 net flows * 15 increase in MC = ETH should add 3%…

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Vinay @web3vinay

2 months ago

Assuming it’s mostly retail users on tier-0 fees (no staking discounts), 4.5 bps fee * $350M volume = $157K in fees in a week. Phantom adds 15M+ users distribution to Hyperliquid & it’s matter of when for the $10M+ daily fees. LFG! Hyperliquid #HYPE

Phantom @phantom

2 months ago

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Vinay @web3vinay

2 months ago

Best way to capture Solana casino meta is just be long $PUMP & $BONK ~$600m revenues (annualised for 30 days) at $4.5B valuation. 7.5x P/S, HYPE is trading at 20x

Vinay @web3vinay

2 months ago

Best way to capture Solana casino meta is just be long $PUMP & $BONK ~$600m revenues (annualised for 30 days) at $4.5B valuation. 7.5x P/S, HYPE is trading at 20x

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Vinay @web3vinay

2 months ago

Can they pls use hyperliquid @hyperunit @HyperliquidX #GalaxyDigital

Lookonchain @lookonchain

2 months ago

Can they pls use hyperliquid @hyperunit @HyperliquidX #GalaxyDigital

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Vinay @web3vinay

2 months ago

Jadeja is a batting all-rounder in SENA & bowling all-rounder in ASIA GOAT

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Vinay @web3vinay

2 months ago

x.com/i/article/1945…

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Vinay @web3vinay

3 months ago

Another day, another casual swipe at Indians in Web3. Come on, Taran - “OTC scammers” was enough. “Indian” nationality was unnecessary & insensitive. No one calls pump dot fun-dumpers or Solana meme extractors “American scammers”, do they? Let’s not normalize lazy…

Taran @Taran_ss

3 months ago

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Vinay @web3vinay

4 months ago

Don't worry. Barely anything has happened yet. BTC is still 1/10 of gold. Less than 1% of the world is on-chain. There hasn't been a single law passed in the US about crypto. And there's not a single major central bank in the world owning any of this stuff. - @hosseeb…

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Vinay @web3vinay

4 months ago

can y'all pls stop talking alt szn already :( Technically, BTC is still below ATHs per Europeans

Chris Burniske @cburniske

4 months ago

can y'all pls stop talking alt szn already :( Technically, BTC is still below ATHs per Europeans

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Vinay @web3vinay

4 months ago

M&A: This looks like a really weak offer for @DeriveXYZ SNX-DRV acquisition pegs @DeriveXYZ at $21.7m ($27m- $5.3m treasury), a ~20x multiple on ~$1M yearly fees in a sluggish bear market (April numbers). Derive’s Jan numbers of ~800K revenue, 10x higher vs now, & options is…

Derive @DeriveXYZ

4 months ago

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wassieloyer @wassielawyer

5 months ago

1/ Just realized that the Coindesk article released the full versions of (a) the contract I termed 'possibly the worst agreement I have ever seen' and (b) the agreement I drafted. Perfect opportunity to explain legal v commercial terms, and demonstrate the role of foundations.

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Santisa 🔜 Token2049 @Tiza4ThePeople

5 months ago

@naruto11eth Kraken got 25M OP Coinbase 118M OP Uniswap got a private deal and Labs pocketed the OP, which makes sense considering it’s their chain. I’ve been talking about it for some time now, CT doesn’t discuss it bc a lot of them take money from Coinbase, Uniswap or Optimism

Santisa 🔜 Token2049 @Tiza4ThePeople

7 months ago

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Vinay @web3vinay

5 months ago

vibes today. pls, content coins is just the worse of memes. Can’t believe base ended up copying meme meta to make the dirtiest playground @VitalikButerin bro pls comment on content coins, we need your opinion more than the @Polymarket intrusions

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Vinay @web3vinay

6 months ago

crypto is also full of people who share link, no-show, apologise, ask to book again, ghost you again, then apologise & vanish completely what the hell is their story?

Asaf Nadler @AsafNadler

6 months ago

crypto is also full of people who share link, no-show, apologise, ask to book again, ghost you again, then apologise & vanish completely what the hell is their story?

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steven.hl @stevenyuntcap

6 months ago

CT will say that Hyperliquid delisting JELLY was solely decided by Jeff and that HL is not decentralized. I caught up with Jan, a validator node runner, and he confirms this is false. Jeff asked for a vote, and quorum was reached within 2 minutes. Hyperliquid

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Vinay @web3vinay

6 months ago

1) WHAT @chameleon_jeff circa Apr 2023. As a community we must preempt large scale implosions like #FTX or #LUNA that set the industry back years Bitget may be the next FTX 🧵 x.com/chameleon_jeff…