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Head of Research at @Cryptonary PhD in Digital Platforms & GKS scholar Smtimes have random thoughts that I share here

Digital Nomad
Joined February 2022
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Both SOL and ETH make more sense as a store of value The more they survive, the more irreplaceable they become == the case for SoV strengthens
NEW: @VitalikButerin SAYS "$ETH AS STORE OF VALUE" MAKES "MUCH MORE SENSE" THAN "$ETH AS FEE-BURNING TOKEN" ADDS "WE SHOULD NOT FEEL SAD IF FEE BURN IS < 10% OF BREAKEVEN INDEFINITELY; THE VALUE OF ETH COMES FROM ELSEWHERE"
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A lot of talks on TL about hyperliquid:native already being a consensus trade I sat down with @adam_xbt to discuss whether hyperliquid:native is overvalued at these prices Check it out👇
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Alas, the PAPER team just made the trade much more complicated than it should've been Ugh
In my opinion, PUMP and PAPER are two expressions of the same trade: Longing Onchain Degeneracy. As we progress through the cycle, I think the market will get more irrational and risk-on, and we will see increased onchain speculation. Where else people can come with $2k-$3k and leave with $1m? Only in crypto: memes and 1000x leverage Thank you for coming to my TED Talk
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In my opinion, PUMP and PAPER are two expressions of the same trade: Longing Onchain Degeneracy. As we progress through the cycle, I think the market will get more irrational and risk-on, and we will see increased onchain speculation. Where else people can come with $2k-$3k and leave with $1m? Only in crypto: memes and 1000x leverage Thank you for coming to my TED Talk
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Catching a falling knife is not an option either btw The job is to get allocated strategically
Fear & Greed is at 47 now, down from 82 -> good sign Still 60% cash, but things are starting to look interesting
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Fear & Greed is at 47 now, down from 82 -> good sign Still 60% cash, but things are starting to look interesting
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solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn's monthly chart looks solid
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The UI/UX of PaperTrade is kinda sick I can see why degens would use it, especially asian markets with the UWU mode Well done @izebel_eth
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This makes HYPE's revenue less reflexive to bear/bull markets fyi Unless the agreement with Circle somehow breaks
Reserve Yield is already around 20% of total $HYPE revenue.
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Free money
No context plan for solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
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Of the ten highest-revenue-generating crypto platforms, only five have native tokens. Once you account for value accrual and exclude tokens that already trade at fair value You can narrow it down to just a couple of assets
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The guy who was calling PUMP to 0 btw... @xbtcas where is your LARP list 😅
It’s called Ze HyperPump
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A very important level for solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx imo Both against USD and PUMP
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Seems like with tax coins, the market naturally gave us a solution to bundles If someone bundles 10 wallets instead of having a total size in 1 (to avoid @bubblemaps , for example) That person will have to pay 6% tax on 10 of them and cut 60% of his size immediately, even before any action The more someone bundles, the bigger the haircut on his size P.S the market is healing
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Nice reaction so far, I think if it manages to make a higher low, it will continue to run along with PUMP, since buyback numbers are pretty huge compared to its mcap I managed to add a little bit at $0.25
I think both solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx and solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn can do well Both are revenue-generating machines with proper tokenomics I blv CT is just stuck with a bear market mindset
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I think both solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx and solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn can do well Both are revenue-generating machines with proper tokenomics I blv CT is just stuck with a bear market mindset
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Insane to see solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx vs solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn rivalry on TL Long live crypto😅
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Actually trying to figure out whether solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx or solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn have better R:R from here Stonk looks very interesting to be honest, no VCs, no unlocks, no broken promises, and a lot of bad takes on it on the TL-> bearish PUMP On the other hand, even if PUMP loses launchpad wars (which is quite difficult), their trading app looks sick tbh, and despite all the competition revenue is still >$1.5m daily Not really sure which way to lean tbh
PumpFun trading app is actually cool Have discovered many names who aren't on X absolutely ripping with trades Trade replay feature is smth i blv asian cultures would be obsessed with
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PumpFun trading app is actually cool Have discovered many names who aren't on X absolutely ripping with trades Trade replay feature is smth i blv asian cultures would be obsessed with
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