Giver of occasional alpha, usually focused on altcoins... hence the name
Multi-chain
Joined June 2024
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Alpha Altcoins (nft arc) retweeted
A good time to start paying attention anon.
You will see it but you will not know what you see.
But it can’t be unseen.
We are many.
Alpha Altcoins (nft arc) retweeted
My biggest tech conviction play for Ink exposure: $QUOTRON / @Quotrons404 at 3M mc.
$QUOTRON tech is similar to $STONKBROKER on RH - you burn the token to create a productive NFT that earns tokenized stocks passively via trading fees.
$QUOTRON has a 3% trading fee -> 2% converts into tokenized stocks and distributing them to holders, 0.65% is locked into strengthening the LP, 0.2% goes to direct buybacks & burns, 0.15% to dev.
Won't go much into details how the tech it works, will just lay out the reasons why I'm bullish:
- Dev @cruelhandeth is officially on Ink team (as you can see from his x badge). He's got everything he needs to make it work - he has all support from ink, he's got the connections and he's been shipping consistently, truly a world class dev.
- The only infra play you can bet on for INK success. I love the fact dev is building a whole ecosystem around $QUOTRON - dozens of new serious builders and ink projects are launching under Quotron tech, adopting it as a core part of their mechanism.
- Loyal community is forming around Quotrons and can say its one of the biggest and most cultish I've seen
- ~75% of the supply is already permanently burned from people burning their tokens to acquire Quotron NFTs, making the token <750k real mc (which is crazy having in mind dev works at Ink)
- $QUOTRON was launched on RH chain to attract a larger community beyond ink natives, and dev has confirmed they will bridge to INK when timing is right to dominate the chain
- Resonates with @inkonchain's mission to grow their RWAs TVL dominance on the chain (esp after they bridge to Ink)
- Asymmetric opportunity - R:R is very attractive, down 80% from ATHs, onchain volume seems quiet, sentiment is down bad, everyone scared to bet anything - perfect environment to size in.
I've been publicly accumulating $QUOTRON for a while on @fomo, so make sure you follow me to see my trades:
fomo.family/r/stefchefg
Binance says it will cover all losses. ~$3B frozen so far, withdrawals paused.
DefiLlama: $135.5B in Binance wallets now vs $144.9B at the start of the day (prices fell too).
Bybit's $1.5B hack in Feb 2025 kept withdrawals open. Reserves went $16.2B to $10.2B in two days, then took a month to get back to $13 B.
Any bets on how long @binance pauses withdrawals?
We are working non-stop to resolve this issue. Binance will cover all losses.
As a precaution, all deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement.
We are working around the clock and will share a full post-mortem once the investigation is complete. Please rely only on official Binance channels for updates.
This is an industry-wide effort, and we are grateful to partners across the ecosystem who have moved quickly to help freeze affected assets.
We will continue to share verified updates through official Binance channels. User funds are safe.
Alpha Altcoins (nft arc) retweeted
guys my claude just told me i just committed a cyber crime and my eth wallet is 2 billion dollars richer
~$3 billion or more @binance hack. Still not mainstream as no official statements from affected parties have been made.
Stay safe
Bought a meme for the first time in ages
It relates to the old McDonalds hat my Penguin use to wear.
Not shilling unless it goes higher (because my meme hit rate is sub-20% LOL)
🍗
Alpha Altcoins (nft arc) retweeted
You requested it. We shipped it.
The Kraken Wallet browser extension is here.
Link below:
Robinhood just put 8 more Stock Tokens onchain: JPM, V, PYPL, MCD, DIS, UBER, GDX and BMNR.
Interesting to note.. 96 added in July, 98 in August, none in September, 8 now...
The catalog phase is done. What will be the pace from here? And when LEE/BMNR pair or WALT/DIS pair?
8 new Stock Tokens linked to shares of stock in U.S. companies are now live on Robinhood Chain, with the underlying assets representing $2T+ in combined market value.
Spanning financial institutions, payments, consumer, entertainment, and digital assets, with 24/7 trading access through earnings season and beyond.
Full list of available Robinhood Stock Tokens in the 🧵
$80B+ in DEX volume on Robinhood Chain in its first quarter on mainnet
$50M+ in chain fees
Meanwhile app crypto volume fell 48% YoY to $21B
Question is whether HOOD can maintain this through these low volume junk periods.
*ROBINHOOD 3Q EPS 51C, EST. 56C
*ROBINHOOD 3Q NET REV. $1.42B, EST. $1.44B
*ROBINHOOD 3Q CRYPTO REV. $120M, EST. $114.1M
$HOOD
I think @base might be back. (just aped a HP on base earlier this morning)
Robinhood reports Q3 tomorrow, 2 PM PT. First full quarter of Robinhood Chain.
Chain gas revenue in Q3, per DefiLlama: $41.5M. More than half of it ($22.4M) came in one week, Aug 30 to Sep 5.
October so far: $1.14M, about $46K a day.
Q3 is going to look great. Q4 is the one I'm watching.
📅 Tomorrow: Robinhood Markets is reporting Q3 earnings live on October 27 at 5:00 PM ET / 2:00 PM
PT — on X, YouTube, in-app, and at investors.robinhood.com.
Tune in to hear directly from @vladtenev and @shivverma: rbnhd.co/earnings-livestream
New tweet series I'm going to try:
Rapid due diligence. When a CA / new pair gets traction in the trenches, I'll do some DD and post what I think
Disclaimer: I am highly selective when I trade, so don't assume I have a position. I'll just be sharing what I learn 🫡
Blast's withdrawal window closes today.
In spring 2024 Blast had more DeFi TVL than Base. Peak: $2.26B vs Base's $1.64B (DefiLlama).
Today: Base ~$6.0B. Blast $7.4M.
Down goes another chain.
Blast will be shutting down.
We launched Blast with the goal of building a self-sustaining chain for users and developers. Unfortunately, the economics of operating the chain no longer make sense: the ongoing costs of maintaining Blast exceed the revenue generated by the L2, and we do not see a credible path to making the chain economically sustainable.
As a result, we've made the difficult decision to wind Blast down.
We're sorry to the users and developers who believed in Blast, built on it, and supported the ecosystem. Our priority now is making the shutdown as smooth and safe as possible.
We're asking all users to withdraw their assets from Blast to Ethereum mainnet, including any balances held in the Blast PWA.
To make this easier, we will be reducing the withdrawal delay to 24 hours.
As part of the shutdown process, we'll first begin withdrawing Blast's Lido assets. This process is expected to take approximately one week. During this period, withdrawals will temporarily be unavailable, even after the withdrawal delay is reduced to 24 hours.
Once that process is complete, withdrawals will resume with the new 24-hour delay.
Users will have until October 26, 2026 to withdraw through the normal Blast interface.
After October 26, assets will remain withdrawable, but users will need to interact directly with the Blast bridge contracts on Ethereum L1. We'll publish detailed instructions before then.
We strongly encourage everyone to withdraw their assets to Ethereum mainnet before October 26.
Alpha Altcoins (nft arc) retweeted
Squinkfun Launchpad Docs are now live. 🦑
(V1.0)
beta.squinkfun.xyz/docs
RT
Alpha Altcoins (nft arc) retweeted
Too long, didn't read?
Boss Raid in 30 seconds.
Buys hit. Bosses fall. Raiders loot.
Live on hookit.fun
Alpha Altcoins (nft arc) retweeted
PERSONAL STORY: when your NFT starts remembering your mistakes
When I first came across Balances by @jackbutcher, I saw it as nothing more than a visual representation of the amount of $BALANCE in a wallet. But the more I look into how it works, the more interesting another aspect becomes.
The NFT records your behavior through metrics like Peak balance, Times emptied, and Returns from zero.
Imagine two wallets.
Wallet #1
Bought $BALANCE, gradually increased the position, and never emptied the wallet. Times emptied = 0. Just held.
Wallet #2
Bought, the market went down, and sold everything. Times emptied +1. Then came back. Returns from zero +1. And repeated the cycle several times.
Eventually, the NFT shows not just your balance, but the history of what you did with it.
This hits close to home for me after experiencing a drawdown of around 80%. In moments like that, you don't think about how it might look in an NFT someday. You're just trying to decide: sell or hold? Buy more or wait?
And if you end up selling everything, that decision doesn't just stay in your memory. It becomes part of your onchain history.
Balances doesn't know why you sold. But it knows that you did.
And that's what I like about @jackbutcher's idea.
Two wallets can have the same balance but completely different histories.
One: I held.
The other: I left. I came back. I left again.
Over time, that history becomes part of the artwork itself.
That's why I no longer see Balances as just an NFT that displays your balance. It's more like a visual onchain diary of what you did with that balance.
