⟠ DeFi super-user, educator, angel 🎙️ Host/Producer of The @Edge_Pod 📰 Subscribe to newsletter & pod: https://teapawt.net/t.co/Pm9e0APe9B 📺 Watch on: https://teapawt.net/t.co/txxZZAhqsW
Joined May 2018
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🎙️ New @Edge_Pod
🗳️📈 Could A "Hated Rally" Fuel Crypto’s Next Leg? What The Midterms and The Binance Hack Mean for Crypto
0:00 - Intro
1:31 - Why Robbie expects crypto to lead stocks
4:14 - AI headwinds + why Andy’s fully allocated
6:35 - Is crypto now bipartisan?
9:33 - Could crypto rise if equities stall?
12:02 - Why markets shook off the Binance hack
16:55 - Tokenization super-cycle + concentrated bets
27:11 - What you'd buy if you rebuilt your portfolio
33:25 - Betting on category winners
39:53 - Crypto equities, DATs, and great founders
48:11 - Liquid tokens vs private markets
51:16 - The end of the disbelief phase
56:20 - Closing
🙏 Thanks to @therollupco CoFounders @robbieklages and @andyyy for joining us!
DeFi Dad ⟠ defidad.eth retweeted
the Ethereum ecosystem is finally aligning around making ETH be, and marketing it as, a programmable SoV. . .expect to see a lot more of this & the ETFs, DATs, investment banks, etc. are gonna love it no matter what people on "CT" say. . .
DeFi Dad ⟠ defidad.eth retweeted
Oh your token doesn't capitalize on and monetize volatility shocks and put in strong revenue days, even during market pukes, and then direct that revenue to holders via buybacks?
Ngmi...
$DRV $HYPE $AERO $LIT tokens removed from circulation shoots up on days like today because revenue is up when price is down; fundamental floor setting when it's most needed.
DeFi Dad ⟠ defidad.eth retweeted
GM
BTC dumps to $76k → Derive BTC options volume surges 124%.
$231M traded yesterday, $189M of it options, BTC options alone: $135M.
Volatility is traded on Derive 🔥🐴
DeFi Dad ⟠ defidad.eth retweeted
🎙️ New @Edge_Pod
🗳️📈 Could A "Hated Rally" Fuel Crypto’s Next Leg? What The Midterms and The Binance Hack Mean for Crypto
0:00 - Intro
1:31 - Why Robbie expects crypto to lead stocks
4:14 - AI headwinds + why Andy’s fully allocated
6:35 - Is crypto now bipartisan?
9:33 - Could crypto rise if equities stall?
12:02 - Why markets shook off the Binance hack
16:55 - Tokenization super-cycle + concentrated bets
27:11 - What you'd buy if you rebuilt your portfolio
33:25 - Betting on category winners
39:53 - Crypto equities, DATs, and great founders
48:11 - Liquid tokens vs private markets
51:16 - The end of the disbelief phase
56:20 - Closing
🙏 Thanks to @therollupco CoFounders @robbieklages and @andyyy for joining us!
DeFi Dad ⟠ defidad.eth retweeted
New @Edge_Pod!
Could a "hated rally" fuel crypto's next leg?
That’s Robbie’s thesis: prices can climb while sentiment for crypto stays hostile.
@robbieklages and @andyyy from @therollupco join us for reactions to the midterms and Binance hack, and how we’re all positioning.
DeFi Dad ⟠ defidad.eth retweeted
His way to take profit on a token without ever selling the position: provide liquidity and sell the fees.
“I think the best way for me to sell a token is actually providing liquidity. Let’s say you’re bullish on Derive. If it doubles, the human mind will probably be like, well, it can double again.”
“What I prefer to do is provide liquidity, Uniswap v3 or v4, but really wide. Not full range. Normally people will do plus 100, minus 50. I’ll do plus 200, minus 66.”
“I will collect Derive and ETH over time, but then I can sell my Derive and I get a fee. I always keep my main position, but I sell the fee as kind of how I take profit.”
“If Derive goes 2x or 3x and now I’m fully out of Derive, at least it’s positively that I’m out. Now there’s a risk, again, if it’s going down the other way, you’re holding the bag. But that’s the best way for me to take profit.”
ft. @mbaril010 of @OctavFi, @DeFi_Dad & @Nomaticcap
🎧 Full episodes of The @Edge_Pod are also available on YouTube, Spotify, Apple, or wherever you get your podcasts. youtu.be/iAYnjUSxWdI
🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter.
the-edge.xyz/p/could-a-hated…
New @Edge_Pod!
Could a "hated rally" fuel crypto's next leg?
That’s Robbie’s thesis: prices can climb while sentiment for crypto stays hostile.
@robbieklages and @andyyy from @therollupco join us for reactions to the midterms and Binance hack, and how we’re all positioning.
🍎 Listen to the new @Edge_Pod on Apple Podcasts featuring @robbieklages and @andyyy from @therollupco. podcasts.apple.com/us/podcas…
🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter.
the-edge.xyz/p/could-a-hated…
DeFi Dad ⟠ defidad.eth retweeted
The “Bitcoin sweater guy” barely owns any Bitcoin. His store of value is ETH, and his reason is about community, not price.
“Even if I’m the Bitcoin sweater guy, I actually don’t own a lot of Bitcoin. The upside of Bitcoin is not as good as the upside of other liquid assets.”
“What makes the value of a company is its product and revenue. What makes the value of a token is its community. And I think the Bitcoin community became really toxic and did not really wanna evolve over time.”
“We’ve seen quantum stuff happening recently. Is the community that’s now leading Bitcoin ready to work on Bitcoin to make it quantum resistant? Do we need that? I don’t know.”
“I have an exposure to Ethereum because I see it as being the Internet, but I don’t see Ethereum at 30k. The Internet is not worth something. What’s built on it is worth a lot of money. So I see my store of value being Ethereum over time, more than Bitcoin.”
ft. @mbaril010 of @OctavFi, @DeFi_Dad & @Nomaticcap
Orbio = Tokenized inference markets + private inference
If you're looking into inference capital markets, AI credit, and private inference, @orbiodotso should be top of your list. We discussed it on a recent @Edge_Pod with @zeroxkyle.
At the time of recording, we were anticipating this new launch, now live.
Note: Since recording, I got long robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3.
Orbio's next chapter starts today.
From a marketplace for AI credit to the front door of private AI.
Every major model in one chat. Turn on Private and your message is encrypted in your browser and opens only inside a verified enclave. Nobody in between can read it. Private runs on open models, uncensored ones included.
It's an agent too. It searches, runs code, ships sites and sends email. Its thinking stays sealed.
First $2 on us, for everyone.
DeFi Dad ⟠ defidad.eth retweeted
Orbio becomes a direct VVV competitor with this update
And the market likes it with $ORBIO shooting up 35%
Orbio's next chapter starts today.
From a marketplace for AI credit to the front door of private AI.
Every major model in one chat. Turn on Private and your message is encrypted in your browser and opens only inside a verified enclave. Nobody in between can read it. Private runs on open models, uncensored ones included.
It's an agent too. It searches, runs code, ships sites and sends email. Its thinking stays sealed.
First $2 on us, for everyone.
DeFi Dad ⟠ defidad.eth retweeted
you bafoons sold ethfi into the depths of hell today when they just closed their highest revenue week since launching the neobank
and it's not even black friday yet
same revenue as lighter at 1/6th the fdv
anyway, dcf cap bought more... expecting to be able to sell it for higher going into the next investor call and q4 holiday spend
