I study cycles, not hype. Macro · Web3 · Research · Long-term conviction. NFA.

Joined September 2024
Revenue this, revenue that. Well, here’s the reality: crypto wasn’t designed to be valued exactly like traditional equities. Not every project needs a board, earnings, or revenue to succeed. In crypto, mindshare, community, and belief can matter more than financial metrics. bitcoin:native generates 0 revenue, yet it remains the king of crypto. Fundamentals matter, but they’re not the whole story. Community is the moat. Mindshare is the currency. Prove me otherwise! ethereum:native
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Pussies! You were tricked to COVID! I am interested, what you will be tricked to this time!
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Okay, now Japan. 🇯🇵 I’m so ready to see what kind of bullshit governments are cooking up for us next, after COVID. 💀
BREAKING: Japan is urging citizens to prepare for major disasters by stockpiling food and water, warning that electricity, water and gas supplies could be cut off and shops may become unavailable. The government recommends keeping at least 3 liters of drinking water per person per day and 3 to 7 days of non-perishable food at home. The warning comes as Japan prepares its population for situations where basic services could suddenly stop and people may have to rely entirely on their own emergency supplies.
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Shit man. ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 @Lighter_xyz are you watching this?
Payward, the parent company of Kraken, announced its intention to be the first CFTC-regulated deployer on HIP-3* markets. Payward will use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US clients. Subject to regulatory approval, Bitnomial, Payward’s CFTC-regulated DCM and DCO, would act as the HIP-3* deployer: creating, owning, and administering the markets and clearing and settling the contracts. If approved, NinjaTrader Clearing, Payward’s CFTC-registered FCM, would carry client accounts. HIP-3 will support optional deployer configuration for permissioned markets in a future network upgrade. This set of additional deployer functionality is collectively called HIP-3*. At its core, HIP-3* activation involves an onchain allowlist managed by the deployer or its sub-deployers. The functionality is strictly additive to HIP-3; its use is optional and up to the deployer. Existing markets remain unchanged. The initial release is available on testnet, where specifications are preliminary and subject to change based on feedback. Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. HIP-3* gives deployers additional functionality to operate deployments consistent with the requirements applicable to them. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
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People don’t realize what’s coming. AI isn’t just another technological revolution. It’s the next generation of superweapon - potentially the most dangerous invention since the nuclear bomb. #ArtificialIntelligence
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Markets are pricing in an 89.5% probability of a Fed PAUSE at the Oct 28 FOMC meeting, keeping rates at 3.75%–4.00%. On the surface, a pause looks bullish for risk assets - but don't get too comfortable. All eyes are on the press conference to see if Chair Warsh delivers a hawkish hold with threats of a December hike.
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Frogs! We are very close! robinhood:0x4db7374e966097be94c6680d49156d580f097bbf 🐸 @RibbitCapital
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Don’t confuse election noise with macro reality. Markets often get shaky right before midterms, but history proves the elections themselves don't cause market crashes. In fact, the S&P 500 has finished higher 12 months after every single midterm election since 1950, posting a massive average historical return of roughly 15% to 18.8%. Multi-week drops are almost always driven by massive macroeconomic shifts, not political votes: • Oct 2014: IMF growth cuts & global stagnation panic • Dec 2018: Intense Fed rate hikes (4 that year) & trade war friction • 2022: Historic 40-year inflation spike & 7 aggressive Fed mega-hikes Elections shift policies, but interest rates, inflation, and corporate earnings dictate stock prices. Stop listening to the chart-guru influencers hyping up political doom loops. Master the macro, tune out the noise! We are going higher. bitcoin:native #Crypto $SPX #Stocks
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Is this Monad spike just artificial bot spam padding metrics, or is the Agentic Economy actually heating up on mainnet while everyone else is still writing roadmaps? Monad maxis, what are your thoughts? Are autonomous agent loops driving the real volume here? $MON @monad
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Nobody knows shit, but if I had to guess - macro setup is extremely bullish for bitcoin:native
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is base:0x3f5bf3edac59d650d8fdf9657a71f2f904a3a4ee way better than ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 ? Let's do some numbers. - Fee pass-through: AERO sends ~75% of fees to locked holders. UNI sends ~8%. - Holders revenue per $1B market cap: AERO generates ~$13.6M per billion of MC. UNI generates ~$1.8M. Roughly 7–8× more efficient. - Velocity (daily volume / TVL): AERO turns its capital over ~2× faster. This is the structural edge. Everything else (scale, liquidity depth, passive burns) still favors UNI. NFA. @aeroxyz
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Anyone who believes this is an idiot. And even if it does happen, it’s a massive simulation - a carefully staged and manipulated event by the government, just like COVID and overall so many other aspects of our lives!!!
🚨Update: Massive Power Outage Coming! War Department prepares major U.S. milıtary bases to operate for 90 days without outside support, including civilian power grids and global supply chains! - Fox News
Readers added context they thought people might want to know
This refers to the Pentagon's 'FORTRESS' plan for military bases to operate without civilian power or supply chains if a future conflict disrupts infrastructure. It is not an announcement of an imminent power outage and does not involve the civilian grid. foxnews.com/politics/insid… ibtimes.co.uk/pentagon-90-da…
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More to come. 🫡 We need pump fun in this list!
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🚨 BITCOIN / GOLD: MACD BULLISH CROSS IN ~2 MONTHS? 👀 The weekly MACD is deeply negative, but bearish momentum is starting to fade. If the current trajectory holds, we could see a bullish crossover by December. The last time this setup emerged, bitcoin:native went on a massive run against gold. Is Bitcoin about to reclaim its throne? ₿ $GOLD #GOLD #Bitcoin
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bitcoin:native is pretending to be NOT weak right now 😂😂😂
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AI Bubble right? Good luck clowns! 🤡 #ArtificialIntelligence #SPX500
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🚨🚨🚨Money printing doesn’t just inflate asset prices. It creates a society where gambling becomes a substitute for a way out. Then people wonder why everyone is speculating on crypto, meme coins, and sports betting. When the system turns wealth into a rigged game, eventually everyone starts gambling.
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When will you guys learn?! Invest! Don’t gamble on this kind of crap!”
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ETF Update: "Massive" inflow on ethereum:native
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Everything is getting decimated globally, yet crypto is showing incredible resilience. Reverse 10/10 for #crypto? 👀
🚨 ABSOLUTE BLOODBATH IN GLOBAL MARKETS $10 TRILLION has been wiped out from global stock markets from their yearly highs. 🇰🇷 South Korea: -43%, wiped out $1.15T 🇮🇩 Indonesia: -42.39%, wiped out $0.40T 🇹🇷 Turkey: -29%, wiped out $0.12T 🇨🇳 China: -19%, wiped out $2.90T 🇭🇰 Hong Kong: -18%, wiped out $1.10T 🇯🇵 Japan: -15.45%, wiped out $1.20T 🇮🇳 India: -10.84%, wiped out $0.57T 🇺🇸 USA: -2.95%, wiped out $1.99T
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