0xGeeGee
@0xGeeGee
Thriving in the first planetary multi-trillion-dollar ponzi scheme || research & write @Chaos_labs but tweets are only personal opinions || PFP by @0xstrobe
Gn tweet A lot of ideas, some executed, some food for thought, anyway lot of practical reasoning 1) NFT Tokens are back? So, I thought quite a bit today about PENGU’s performance and identified two possible betas. One is the one that is pumping already and it’s the most…
I see, we’re finally back to doing rotations
I’m quite coping about missing this, I thought and did well on much less obvious plays and forgot the main dish
😤
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Back to the trenches, it was an involuntarily, but somewhat pleasing, break
"I'm going to do whatever it takes to win" > he says, while streaming on "competitor platform"
Let's assume Polymarket does an IPO, for beta tokens like uma, flipr etc this is...
Even if you wanted to "farm" an hypothetical Hyperliquid Season 2, there is no reason why your fund would be down 78% since you would be getting liquidated on Delta Neutral positions! So your only loss is the liquidation malus. Did they lose 78% YTD in... just liquidation malus?…
bro blew up his fund to get an airdrop 😭😭😭 and these were the people that were praised for being bearish on eth for the past 2 years
crypto people every time we're a few months into a bull run
Shaw was objectively the worst, Pasternak in the mid, Alon the best.
If you look at all the “main character”founders, it’s Ben Pasternak, Alon, Shaw. Shaw was objectively the best one. Sure he was skizo and I even had some major disagreements. And Sure I might be a bit biased (since I was core team/ “ co founder” ) but the numbers don’t lie.…
Tbh very lucky/good timing: - Eth enjoying a lot of momentum; - Several "oh my god listing on CEX = -80% at TGE" tokens ripped back up (H, ZORA...) so new launches are less tainted; - TradFi getting interested in Eth&DeFi means basic money legos (esp. Aave) and then more…
Gaia is Coming. 🌳
I think blowing up in a strict sense is much less likely, the chances that they hit the ceiling fast or that they lose money on some of the deals is about that probably
calling it now: i can say with >85% confidence that this is going to blow up
I’ve no idea if the biz model of puffpaw makes sense or not, too far from my comfort zone to make a judgement, but I don’t dislike tokens being used as a user acquisition expense for services that users may actually want (many such cases in tech, Amazon, uber just first two…
Gen2 Smart Vape is LIVE (link in comment)
update, i'm bathing in the blood of my counterparties, mNAV down to 2.8, I think it's extremely over for CTCs, but here (3350 down 15% on the day with BTC almost flat) is where I tp a little bit.
wdwd, keep biting or let go and prepare for the 5th round
Unbelievable that a token can be down 99% and the investors still be up 2x