
Head of Research at @Cryptonary PhD in Digital Platforms & GKS scholar Smtimes have random thoughts that I share here
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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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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
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
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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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
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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Looking back, seems like it was a right call to adjust HYPE targets higher
3 digits soon
cryptonary.com/post/crypto-p…

















