Kamino's V2 is now LIVE! And there are some juicy new yield | alpha_pls στο Binance Square

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Kamino's V2 is now LIVE!
And there are some juicy new yield opportunities across many markets (31% APY on SOL)
Let's take a look 👇🧵

Αποποίηση ευθυνών: Περιλαμβάνει γνώμες τρίτων. Δεν είναι οικονομική συμβουλή. Ενδέχεται να περιλαμβάνει χορηγούμενο περιεχόμενο. Δείτε τους Όρους και προϋποθέσεις.

SOL

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26

0

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@alpha_pls

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Starting a new series focused on apps. Being active onchain & trying new stuff has always paid off for me. Each week I’ll cover 3 apps I think are worth your time - early, interesting, and ideally high-upside. Appreciate any support 🫡 https://www.alphaplease.com/p/3-alpha-apps-top-play-on-hyperliquid

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The $HYPE flywheel is very strong. The bigger the market cap of HYPE the bigger the potential airdrops later down the line. It becomes impossible for any trader to ignore the larger the rewards get. More traders join, more volume flows, more fees generated, which leads to ever increasing buy pressure on HYPE through buy backs, raising the floor. HYPE becomes much better collateral, which helps to bootstrap the HyperEVM. No chain ever takes off unless the underlying gas token is good collateral to be used in DeFi. HYPE very clearly stands out amongst a sea of garbage alts for having combined a good product that has achieved PMF & s-tier tokenomics.

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I can barely find any alt/btc pairs that look constructive right now. And this trend continues to be respected, as it has done for the last two and a half years. Continue to scrutinise the alt coins you hold. Every week you should be retesting your conviction and theses. If you feel sure a project will do well in the future then that is fine. But don't continue to hold coins just because you've held them for a long time. Stomach the pain and rebalance where required.

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Loudio is all over the timeline, and many people on here will hate that. Yes, it is very cringe, but it is entirely economically rational to participate. Do you want to be "cool", or do you want to make money? A lot of people's success on the internet has come from being able to stomach being cringe, and in essence, break free from worrying about what others think. I remember how badly early YouTubers were mocked. I knew a few of the members of the Sidemen in the early days, and they built insane audiences because very few were willing to consistently put themselves on camera in the most uncomfortable way at that time. The average person is simply too self-conscious to consistently generate attention. That’s what makes “being cringe” so powerful, it’s a moat. In life this creates a huge asymmetry: If you can do what others feel cringe doing, you win. All of crypto itself is still cringe to most of the world. If you are reading this then its likely most people think you are cringe. $LOUD is a token with no value… unless people talk about it. I haven't spent so much time on CT recently, so this social game has kind of passed me by, but being early and cringe is something you should lean into, rather than fear. I think it is a good maxim to live by. Stay loud.

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I was chatting with a car sales exec yesterday and she randomly asked me if I was into crypto. Possibly the first time a woman has mentioned crypto to me irl. I asked her what she held. She said PI, and she was mining it on her phone (electroneum flashback), and it was going to retire her when it went to $300. I searched coingecko, as I’d not heard of PI, and discovered this coin is 8B FDV. I can only assume this event is responsible for the current sell off. The universe always provides clues. Apologies, I should have informed you all sooner.

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