Depressionn
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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
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
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🧵
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🧵
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
> $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
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
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
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 🧵
why i’m bidding $EPIC hard
here’s the only thread you need before you ape, fade, or build on it 🧵
3 subs left
i need that 44k, pls
i’ll drop something interesting tomorrow (not kaito farm)
and if you like it, you can stay or unfollow. deal?
i need that 44k, pls
i’ll drop something interesting tomorrow (not kaito farm)
and if you like it, you can stay or unfollow. deal?
i’m really tired of how InfoFi is working rn
everyone just takes someone’s post and runs it through gpt
i see a lot of really smart and interesting ppl doing the same
but at the same time i stake $KAITO
am i hating on the guys pumping my bags?
everyone just takes someone’s post and runs it through gpt
i see a lot of really smart and interesting ppl doing the same
but at the same time i stake $KAITO
am i hating on the guys pumping my bags?
projects about to hire influencers like devops
if you write more than 'gm' you get paid
tag 1 voice you trust outside the usual infofi leaderboards
building a list
if you write more than 'gm' you get paid
tag 1 voice you trust outside the usual infofi leaderboards
building a list
cash is the ugliest position in a bull market
until the music stops and you’re the only one left holding a chair
the art of holding cash when everyone else is chasing fireworks
until the music stops and you’re the only one left holding a chair
the art of holding cash when everyone else is chasing fireworks
project X just dropped a million points a day faucet on hyperevm
> tvl hit $22m in <24h, points pool stays fixed → early farmers win
> open https://t.co/yPmODI6KtX for a free +10 % boost
> connect wallet → swap once → add lp where fees actually move
> points come from fees earned, not size, so 500 $ in a hot pool > 5k $ in a dead one
daily booster for grinders
1-10 th 2.5× | 11-25 2× | 26-50 1.5× | 51-100 1.2×
built by the @Lamboland_ / @BOBBYBIGYIELD crew, no vc overhang, but day-one code is still day-one code, size accordingly
i’m farming while the pool is shallow, your call if 10 % extra clicks for you
> tvl hit $22m in <24h, points pool stays fixed → early farmers win
> open https://t.co/yPmODI6KtX for a free +10 % boost
> connect wallet → swap once → add lp where fees actually move
> points come from fees earned, not size, so 500 $ in a hot pool > 5k $ in a dead one
daily booster for grinders
1-10 th 2.5× | 11-25 2× | 26-50 1.5× | 51-100 1.2×
built by the @Lamboland_ / @BOBBYBIGYIELD crew, no vc overhang, but day-one code is still day-one code, size accordingly
i’m farming while the pool is shallow, your call if 10 % extra clicks for you
bullrun sanity tip: mute one moon-screamer, follow one dog account, touch one blade of grass
some call it day 1 of the bear
nah. we just slipped from price-discovery into a range. directionless chop before the next leg
this is still the opening chapter of a new bull. new metas, new narratives, different set of winners
up only is dead but up eventual is alive:
$eth → $4k?
$hype → $75?
$rekt → $500m mcap?
possible
until the range breaks, stack dry powder, track the fresh themes, stay nimble
nah. we just slipped from price-discovery into a range. directionless chop before the next leg
this is still the opening chapter of a new bull. new metas, new narratives, different set of winners
up only is dead but up eventual is alive:
$eth → $4k?
$hype → $75?
$rekt → $500m mcap?
possible
until the range breaks, stack dry powder, track the fresh themes, stay nimble
my inner circle
why didn't you become tier-S?
@waleswoosh @KingWilliamDefi ?
why didn't you become tier-S?
@waleswoosh @KingWilliamDefi ?
> 63% parked in stables
> 15% already in $pump
> 12% dead-weight $eth
>6.5% riding $kaito points
> rest spread in dust
i’m not here to clip +20 % while btc can sneeze me -70%
i’m here for the 2021 rerun: public sales every week, 50-100x on day-one vouchers
so until that window opens:
• stables stay stables – dry powder for the first legit sale
• $eth sleeps until we get the staking etf headline. if it pops i rotate, if not it just sits
• next ticket i’m eyeing → $met (@MeteoraAG ) if the raise is fair. @LineaBuild sale right after if they copy arbitrum playbook
• no romance with mid-caps. either triple digit roi or i skip
simple rule: if the fdv at ico means a 2× move needs 3 billion of new money, i’m out
i’d rather earn zero in usdc than chase +20 % and pray btc doesn’t cough
wake me when the sale calendar looks like q1-21 again
> 15% already in $pump
> 12% dead-weight $eth
>6.5% riding $kaito points
> rest spread in dust
i’m not here to clip +20 % while btc can sneeze me -70%
i’m here for the 2021 rerun: public sales every week, 50-100x on day-one vouchers
so until that window opens:
• stables stay stables – dry powder for the first legit sale
• $eth sleeps until we get the staking etf headline. if it pops i rotate, if not it just sits
• next ticket i’m eyeing → $met (@MeteoraAG ) if the raise is fair. @LineaBuild sale right after if they copy arbitrum playbook
• no romance with mid-caps. either triple digit roi or i skip
simple rule: if the fdv at ico means a 2× move needs 3 billion of new money, i’m out
i’d rather earn zero in usdc than chase +20 % and pray btc doesn’t cough
wake me when the sale calendar looks like q1-21 again
$PENGU 3b again
biggest meme in crypto
finnaly bullrun in my wallet
$REKT next? @osf_rekt
biggest meme in crypto
finnaly bullrun in my wallet
$REKT next? @osf_rekt
My new outfit
#newpfp
#newpfp
took the badge off
now i’m stuck in “under review ” purgatory for a new blue tick
tilted
now i’m stuck in “under review ” purgatory for a new blue tick
tilted
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