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The most volatile asset classes allow for the biggest edge. Solana & BASE trenches | High risk gold explorers https://teapawt.net/t.co/RHmLTDSUbf

Joined October 2018
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I SOLEMNLY SWEAR NOT TO INVEST IN ANY TOKENS LAUNCHED BY NORTH AMERICAN POLITICIANS AND THEIR FAMILIES
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Why does ethos-foundation.org have a W on it? What is a Whuffie?? So many questions! @ethos July 4th - their test token MeowMeowBeans: basescan.org/tx/0x7c7fe8f431… July 29th - an other test token? Whuffie: basescan.org/tx/0xa95e87a145…
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I think there is a bit of a financial loophole with the Hyperliquid ETF. The major exchanges have rules limiting buybacks of stocks. The rules does not apply since Hyperliquid is a token and not listed...
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Hyperliquid is probably unique, but the framework could be used for some major shenanigans in the future.
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The Meme Wars are not over. Lots of "if" and "but"s. Point is that there are still entities duking fighting over who gets to deploy tokens.
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This is very useful. Fascinating how products like this can now be made by a single person, while they are pretty busy working on something else. 12 months ago this would have taken a team.
I get ~40 DMs a day right now across multiple platforms ...I'm sick of missing stuff. so I made this, a central DM hub called Open Mercury that is meant to look/operate like a mail inbox combining TG, X, Discord & iMessage DMs it's OSS, runs 100% locally ↓
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Maybe the alpha is to just short all the realistic candidates? 😅
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Warsh and Bessent are connected. IMO the takeaway should be less about them both being Druckenmiller protegés and more that they know each other and would have full agreement on what they want to have happen.
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I don't know what the plan is. But I'm confident that they WILL march in lockstep in the execution. Bessent seems very "Trump aligned" in public, so I think we should expect something similar from Warsh. ft.com/content/33ea21f2-e14f…
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My timeline is full of people saying that $IBKR is the tradfi equivalent of Hyperliquid. I think a similar and possibly better analogy is $SII (Sprott). Sprott create exchange traded trusts, and charge a fee. Pretty strong moat in that business...
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Maybe Sprott is more like a Tether for commodities..
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It use @ethos_network data for identities and reputation because it is useful and easy to add. The initial version was built in an afternoon... Want your own? @serpinxbt does a great job of showing how to vibecode things like this on his stream.
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If there is demand, I'll look into sharing the code in a safe manner. My intent with building it was to demonstrate how accessible it is to create tools like this. Did it as part of the Ethos Vibeathon, which was some good fun :-)
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Some of the big AI companies are starting to give me these vibes..
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I invest based on a simple thesis "People like money"
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Here is the MegaETH investment thesis. It is the name. Ethereum is $2,896. (2nd by market cap) Ethereum Classic is $13. (59th by market cap) What would an average person think that one "Mega Ethereum" is worth?
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Imagine that a guy who own a bunch of XRP and Cardano learns that Mega Ethereum has launched and the founder of Ethereum is involved. IMO the only question is whether the team drop the ball in one of the million ways that balls can be dropped.
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Great example of why it is a bad idea to bet on niche markets on Polymarket. The resolution criteria are pretty much always written poorly, which get suckers in the door. polymarket.com/event/megaeth…
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