Simon
@simononchain
Research @Delphi_Digital | @USC Alum | Sharing my best ideas daily | NFA
In hindsight, exchanges not listing $HYPE backfired spectacularly. By forcing users to bridge and actually use Hyperliquid for exposure, they created a reflexive loop where: → Users realized the product is genuinely better than CEX and started using it beyond getting $HYPE…
"When do I sell my $PUMP?" FWIW, I actually think $PUMP dips below the $4B ICO valuation in the short term Think about it: Investors got in at $4B knowing they'd be liquid day one PUMP raised $1.3B, peaked at ~$6B 15 mins post-launch = 50% gains instantly ($650M of…
When I first published my provenance thesis, it clearly resonated with readers and was quickly reflected in the market. Both $NFD and $DOG caught substantial bids and increases in volume, into which GCR actually sold his remaining $NFD. Despite this, $NFD is up ~3x since his…
x.com/i/article/1939…
Did you know SBF got the rights to 888 million $SUI tokens for just $1 million? It was a side-deal to a larger $101M investment, all confirmed in court docs. Fast forward to today: $SUI is trading at ~$4.04 per token. That side position alone would be worth $3.59 BILLION. But…
Our $PUMP report is now available for everyone. This deep dive from @simononchain looks into Pump Fun's $1.3B raise, valuation metrics, competitive analysis, and more. Read the full report for free here. delphi.link/Pumpreport2
I bought my first BTC pre-covid to pay for the software running my sportsbook in highschool covid hit → sports gone → 🎰 (mid lore)
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If your portfolio’s performance is how you are measuring value then you are objectively wrong. Participating in $PUMP’s ICO was a free 40% on infinite size. GN
The $PUMP airdrop is coming btw - and it could rival $HYPE as the most lucrative of the cycle $HYPE airdropped 310M tokens (31% of supply) worth $620M at launch. Today, that's worth $14.6B at $47 If $PUMP allocates just half of its 24% community allocation (12% of supply), the…
