Vaibhav 🫰
@0xBatti
BA economics and deep thinker
global m2 supply is off the charts. m2 is all the money that is cash or easily convertible into cash & there is a well known idea of "too much money, chases too few goods" btc all time highs typically lag this m2 increase by 3-6 months - infact trump's pro-crypto stance and his…
Clear example that humans lack agency to act on their own They NEED institutions to tell them what needs to be done
in the last 8 weeks - 98 companies - raised or announced plans to raise $86 billion to buy crypto - most have no revenue and minimal employees outside of IR, FinOp, and legal i think it only gets crazier - selling $1 for $3 and clipping 20% sponsor fees is too tempting
purely making money aside if i had to choose between $zora and @timedotfun it would be time.fun anyday it is a much better version of creator economy what is even the point behind zora tokenising a creator post i dont understand
bought in can't ignore the hype that zora currently has it is stupid to do so
Our market making agent Simmi is going live on Bluff on day one!
Every bet you've ever placed had someone on the other side setting the odds. That someone just got infinitely smarter with @Simmi_IO. Simmi doesn't sleep, doesn't second-guess, and processes every trade to get smarter. The first and permanent market maker on @BetOnBluff_io 's…
bought in can't ignore the hype that zora currently has it is stupid to do so
exactly why I'm not convinced to join the zora cycle one is that it is barely making money (for now) second, no clear value for $zora defined and finally the massive unlocks starting in 2 months
simple ways to maximise a crypto bull run 1. choose 3 narratives - defi, ai, creator are mine 2. choose 1-2 coin each from these - only the ones that the market is talking about (not paid shills) 3. let the market pump, if you are not very bad at it, 1-2 of your…
the ethereum foundation is staking $rail tokens to govern and earn fees now i am doing the same shield tokens from your public 0x… into a private 0zk… balance; then you can send, swap, or use dApps privately and unshield back to a public address anytime this is the most…
5/ In TradFi, interest rate swaps are a trillion-dollar market. @pendle_fi brings that onchain, letting users trade yield directly. It now has $5B+ in TVL.
it is very tough to fck up if you're holding pendle, emp, simmi, t right now
AMMs were needed at one point of time in crypto due to constraints that don't exist today Orderbooks will eat SWAPS Look into builders working on orderbooks deepbook is there orderly network and elixir are the asymmetric bets the winner will the ones who bring the deepest…
ethereum reposted $T most of you missed the green candles thats ok but why aren't you buying $EMP?
exactly why I'm not convinced to join the zora cycle one is that it is barely making money (for now) second, no clear value for $zora defined and finally the massive unlocks starting in 2 months
zora's current numbers tell a brutal story about creator economics: • $17k daily platform revenue • $3.40 average daily creator earnings • 5,000 active creators • 506% token price increase in 30d creator coins with 5-year streaming might fix this but right now the gap…
For $ANON, integration of speech to text and a crypto hardware with embedded @HeyAnonai copilot and private keys will be an endgame to spectate
pendle this pendle that, euler this euler that, fluid this and that, terminal, ethena, etherfi, fx, aave, silo, maple this and that diving into all this to create an outline for normal humans to understand and track these trendy defi applications, which ones are investable, the…
in DeFi, amm (the uniswap model) way of market making was required to start with because ethereum was costly and couldn't be congested with the coming of high throughput low cost l2s rollups etc, perps on chain have been enabled i.e. central limit order book (CLOB) while in…