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hansolar21
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한국분들 너무 야핑에 빠지지 않았으면...
최근 프로젝트 퀄리티 추세는 분명 하락세고
글의 퀄리티도 마찬가지인듯
좋은 프로젝트가 붙어야 선순환이 도는데
info-fi는 슬슬 사이클 끝이 보이네요.
Ansvarsfriskrivning: Inkluderar åsikter från tredje part. Ingen ekonomisk rådgivning. Kan innehålla sponsrat innehåll.
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hansolar21
@Square-Creator-313011087
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would be a shame if this happened again... (funding rates from hyperliquid)
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Not-so-daily Vol 2025-06-27 Portfolio up a bit on the dip despite being long delta mainly due to alt weakness. Will continue being long BTC ETH HYPE and short alts for the summer based on: - CB premiums looking healthy - IVs compressing. Can lead to explosive breakouts. - weakening dollar - fed chair swap out + underpriced rate cuts - market positioning for summer chop Counter. Bid-asks delta still looking a bit heavier towards asks in this price range, so taking my time to build longs Positioning : L/S ratio 1.6:1 - Staying long BTC, ETH and have a small HYPE position(want to add to) - Staying short basket of alts 🕹️Currently trading mostly on @Lighter_xyz Closed beta. Early. Points. ZK-tech. (still) 100% apy LP-Vaults. Backed by big names. DM for access as I'm running short on codes. Only serious players apply.
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gud accounts to follow these days @CavanXy : High signal on BTC @Cheshire_Cap : Thesis driven long/short @0xkyle__ : VC that nailed the CRCL trade @DiogenesCasares : Builder that nailed the CRCL trade @Evan_ss6 : Trader that nailed the CRCL trade
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SEI-YO-NARA
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Peter Thiel’s favorite interview question: “What important truth do very few people agree with you on?” Applied to crypto: – Saylor: bitcoin’s volatility is the value prop – Telegram bots: people will trust private keys to servers for smoother trading – Ethena: users are willing to sacrifice decentralization if the yield scales – Memecoins: users don’t want infra, they want fun and upside – Hyperliquid: no VC, no marketing — just PMF and orderbooks > AMMs – Circle IPO: stablecoin narrative > financials; demand is narrative-driven What important truth does your project stand for?
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Senaste nytt
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Bitcoin(BTC) Surpasses 107,000 USDT with a Narrowed 0.06% Decrease in 24 Hours
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Ripple's Legal Resolution Paves Way for XRP ETF
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Ripple CEO Announces End to SEC Legal Battle
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