ql @quant_larp
discretionary Joined December 2024-
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interesting to read that 60K of BMNR ETH is (or was) owned via calls this approach does make sense logically: > buy ETH calls > deploy loads of cash into spot ETH to pump the price > calls now ITM and you have leveraged ETH exposure > lower avg ETH cost > more ETH in treasury…
@jon_charb talking about over / undervalued in a dysfunctional market doesn't make sense this price is not a reflection of how the market is valuing plasma, and I don't think many people are taking the other side of your argument here claiming that $10b is fair value it's just a product…
@VannaCharmer @SplitCapital this price action is a reminder of why the pre-market is able to trade so high > no spot supply - the only counterbalance to buying pressure is short sellers (naturally less of these than conventional spot sellers) > isolated margin squeeze risk - on HL the pre-market hyperps…
I don't understand how people wake up and be like 'Yeah, let me long the perpetual contract for a stablecoin blockchain with no product launched by some psychedelic scammers at 5.7b. This is a good idea' Farmers up 10x from presale, this will surely go up at TGE Millions
End state of Ethereum DATs is competition forcing them to deploy capital onchain. As this plays out, DATs may become one of the largest new sources of DeFi inflows, channeling institutional money across the capital structure into the onchain economy. Same goes for other L1s…
could be pretty interesting if helium launches a VPN product, depending on if the gtm is well executed - particularly given what is going on in the UK and EU surrounding digital identity verification regulation and the subsequent surge in VPN downloads / usage think it's…
could be pretty interesting if helium launches a VPN product, depending on if the gtm is well executed - particularly given what is going on in the UK and EU surrounding digital identity verification regulation and the subsequent surge in VPN downloads / usage think it's… https://t.co/HJrtVRgsG1
if MIP-018 passes (increasing 20% fee buybacks to 25%), I think this sets a great precedent for growth-oriented protocols the maple team have done a great job of investing in growth whilst maintaining some value accrual to SYRUP it's undeniable that their use of revenue /…
if MIP-018 passes (increasing 20% fee buybacks to 25%), I think this sets a great precedent for growth-oriented protocols the maple team have done a great job of investing in growth whilst maintaining some value accrual to SYRUP it's undeniable that their use of revenue /… https://t.co/Hie2iWi7FM
@Crypto_McKenna if u thought funds wouldn't pick up a free 40-50% off the floor then it's a skill issue if ur rly bullish long term then u should wait for the short term supply / demand dynamics to play out then scoop at a good valn u can't just ignore short-term price drivers because the…
@SigmaSquared_ lacking marketing, value accrual to the token and CEX liquidity 2% depth on CEXs is less than $10k which prevents any serious liquid funds from bidding atm also the pairs which they dominate trading volume on are the lowest margin pairs (all stables or ETH - mostly lower…
babe wake up new crypto vc max extraction method just dropped
babe wake up new crypto vc max extraction method just dropped
completely missed this at the time, but DeFi Development Corp (who currently hold 690,420 SOL and have a $5b credit line with RK Capital to accumulate more) recently launched their own solana LST, dfdvSOL, using sanctum this makes sense because these digital asset treasury…
completely missed this at the time, but DeFi Development Corp (who currently hold 690,420 SOL and have a $5b credit line with RK Capital to accumulate more) recently launched their own solana LST, dfdvSOL, using sanctum this makes sense because these digital asset treasury… https://t.co/M8R32rQFD8
market structure bill more interesting / relevant to wider alt universe imo although much less likely to get passed this time around think there is asymmetric upside in bidding beneficiaries of this one passing, meaning buying a basket now and selling before / into the event…
market structure bill more interesting / relevant to wider alt universe imo although much less likely to get passed this time around think there is asymmetric upside in bidding beneficiaries of this one passing, meaning buying a basket now and selling before / into the event… https://t.co/baalPmsUnB
pre-product crypto founders after raising a few million $ from vcs:
pre-product crypto founders after raising a few million $ from vcs:
considering shorting this at $5.4b until the ico on the 12th and then buying back spot at $4b - can't imagine it will be impossible to get into the ico with $600m to fill and US + european funds sidelined getting paid almost 2000% annualised to short and in theory there's a…
drift and mutlicoin rn:
drift and mutlicoin rn: https://t.co/ZlY7CjmsUe
The relative strength of crypto with concrete value capture like HYPE, AAVE vs dozens of L1/L2s that continue to trend down is one of the best things that have happened to crypto this year.
kinda think all this solana launchpad activity is fake... pump team is smart and realistically if they have $750m war chest, what better way to spend it than by bolstering your own activity and revenue leading into one of the most highly anticipated token launches ever they…
some thoughts on crypto corporate treasury stocks: in my view these companies and the strong ETF buying are the only reason BTC has managed to stay so strong through all of the recent geopolitical uncertainty (12 weeks of consecutive $1b+ inflows + 50k BTC bought by corporate…
yo what the helly 🤣😭 who hijacked palantir's wikipedia page
Kaleiro @kaleirotrades
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