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Depressionn
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i spent the night deep‑diving @epiconchain so you don’t have to
why i’m bidding $
EPIC
hard
here’s the only thread you need before you ape, fade, or build on it 🧵
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today’s low‑hanging alpha is hiding in plain sight: nasdaq just slid in a “staking‑enabled” $eth etf translation: the sec is warming up to on‑chain yield for u.s. money‑managers most of the timeline stopped at the headline. here’s the trickle‑down that actually matters: > every desk that hedges etf inflows will need raw eth for delta‑neutral books → spot gap opens the second allocations clear > once grandma earns 3‑4 % through fidelity, lido / rocket restake yield becomes the new treasury benchmark for defi → rate desks will have to quote around it > l2 sequencers can’t sit idle while institutions farm on mainnet → expect a flood of “wrapped staking eth” perps and basis trades across @Optimism, @base, @zksync, hyperEVM the play is the next leg of the long‑degeneracy trade: $BTC was the risk‑off warm‑up $ETH staking flips the switch to yield‑on anything stacked under eth’s economic gravity gets torque shopping list i’m rotating into this week: $ETH > the collateral everyone suddenly needs $stETH / $rETH > liquid wrappers that price the new “defi risk‑free” rate $LDO, $RPL > picks and shovels for the staking set $uETH (unit) > eth exposure + hidden unit airdrop optionality $HYPE > highest volume perp venue on hyperEVM, reflexive to eth tvl @prjx_hl + hlx points > cheap ways to farm the perp liquidity that follows yield weth/eth‑denom liquidity pool positions on @VestExchange, @Lighter_xyz, @hibachi_xyz > get paid to front‑run the basis trade if grandma can park cash at 3 % without leaving her broker, you either front‑run the curve or you become the curve > pick a side
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on‑chain perps: choose your arena, farm your edge cash‑grab season is almost over, next meta is volume farming here’s the hit‑list i’m rotating through, one venue per tweet so you can bookmark & dive when you’ve got time🧵
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quick recap for anyone who has a job / personal life (i don’t, lucky you): > $eth printed a local top, pulled back a bit – feels like pause, not the finale > @KaitoAI dropped its launchpad with @EspressoSys as first throw. $400m fdv, 12mo cliff + 12‑mo linear token/nft popped, then got nuked. if they do not change the terms and conditions, KYC can be skipped > $pump slid under presale price. still not writing it off – looks like weak‑hand eviction. i showed my buy, will add if they bleed it longer thoughts on @pumpdotfun coming > hats off to $pengu and $rekt crews – model working, community tighter than ever – @pudgypenguins just acquired “some company”, details tba – @rektdrinks teaming with @binance – real brand flex life goes on. if you feel you’ve missed the plays, that’s just fomo talking. more windows ahead. keep dry powder, keep building dep
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i just bought a bit more $PUMP at 0.004040 sl 0.0035 $PUMP it
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buying back the binance “alpha” airdrop tokens is still the easiest cheat code rule set is tiny: > only touch drops that list on binance spot / perps the same day > market‑buy at the alpha launch > exit an hour later, no emotions ran the numbers on this cycle: - simple alpha list‑n‑flip → ~180 % pnl - same trade + catch the TA listing pop → +30 % extra total: ~210 % in a few months while everyone else was doom‑posting edge stays until the herd notices. use it or lose it
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