Vaibhav 🫰

BA economics and deep thinker

[Vaibhav 🫰 @0xBatti]

global m2 supply is off the charts. m2 is all the money that is cash or easily convertible into cash & there is a well known idea of "too much money, chases too few goods"

btc all time highs typically lag this m2 increase by 3-6 months - infact trump's pro-crypto stance and his foot on m2 accelerator is a well-thought tactic to keep the money supply from chasing real goods and creating inflation

Bitcoin's rise is built into the modern economic system

money supply is a genie out of the bottle, it can't really go down because more than 90% of world's money is actually credit - i.e. it is someone's debt and they have to pay interest on it

To pay interest on it they need money. if they don't have it they can't keep the credit, if they can't keep the credit the person who is earning from him can't keep his and it goes throughout detonating the debt laden economy creating a crisis

to avert this, democracies create money supply so that the system can continue and people are happy and vote the party which creates the most money

so money will keep getting created and from it bitcoin/gold/commodities (any thing that can be used directly, has scarcity and people believe in it) will keep getting bought until it is so expensive that people can't really buy it even with more money creation

let alone bitcoin, they can't buy anything no matter how much money you create

it is already happening, the common youth can barely buy any real estate today with the average earnings - this will aggravate up until common youth realises their money has no purchasing power -> the crisis -> and then a revolution

i am not being hysterical

History check: the last big nominal money collapses (e.g., US M2 ~-30% in 1929–33) produced systemic crises and policy overhauls. that was still a crises, the one that will come after this will be a reset because the valve to vent off with the periodic mini-crises has bulged like never before

the fall of the modern economic system is embedded in its rise - and the reason why bitcoin's continued growth is imminent

[Vaibhav 🫰 @0xBatti]

@auro508 @TeamCRonaldo Scoring an avg 2.6 goals daily

CR should be in some epic like Ramayan

[Vaibhav 🫰 @0xBatti]

you made 500% on orderly in the last 3 months on my advise if you took it

the key is not look for new alpha everyday, but buy the future narrative which follows what is really happening

orderbooks are charging and orderly's new feature for you to build your own perpetual dex is a golden move

commoditising the perpetual interface and giving the power in the hands of those who have distribution is the holy grail to unlocking perp volumes from every nook and cranny

[Vaibhav 🫰 @0xBatti]

AMMs were needed at one point of time in crypto due to constraints that don't exist today

Orderbooks will eat SWAPS

Look into builders working on orderbooks

deepbook is there

orderly network and elixir are the asymmetric bets

the winner will the ones who bring the deepest orderbook to a market at every price level

[Vaibhav 🫰 @0xBatti]

i know i havent been good to talos $t token

but i never let it out of sight

i saw it shipping legit stuff all while it has crashed 90% from ath (you are actually better off if you took my advise to sell at that time)

but now talos has grown, tee is live, treasury can be seen, TIPs are transparent

hence i started buying and i'll still add whenever there is a chance

send $t

[Vaibhav 🫰 @0xBatti]

This is from $T website

49.1% of supply staked by 462 stakers. i.e. 462 people control half the token supply

You can assess if its a revolution or scram

[Vaibhav 🫰 @0xBatti]

simple explainer about boros by pendle

the price is increasing

but $pendle fireworks is yet to go off

slowly, then all at once

$15 is cheap

[Vaibhav 🫰 @0xBatti]

boros by pendle may be announced anyday

it blows mind

pendle wants to "eat up" everything yield - their words. when boros is out, it will have the entire funding rate pie of the daily $200bn traded in the perps market because there is nothing else like it

why so - some basics

there is a "funding rate" exchanged between the longs and shorts in the perps mkt to keep the futures price in sync with spot

on average $50mn in funding fees is exchanged daily (much more in the bull)

but there is a problem with this - it keeps flipping between positive and negative

while not a problem for the daily trader, large funds like ethena deploying a neutral strategy unaffected by any direction, don't want this kind of uncertainty

eg - the most basic delta neutral position:

buy bitcoin and short equal amount on a perps exchange. but this is not a truly delta neutral strategy because if the funding rate is positive, shorts will have to pay up = not really a delta neutral position

enter boros

you can now long or short the funding rates too!

so along with your spot bitcoin and short perps, you go long on the funding rate. in this case, if the funding rate is positive, you do pay up, but your long position compensates everything = truly delta neutral!

this is how boros will help the whales and large funds

but it will also be the hyperliquid for the daily trader who wants to speculate on the funding rates

and the revenue will kick back to the stakers of pendle token adding to the real yield of $pendle which is already at a 9-10% without any inflation or considering the bribes

[Vaibhav 🫰 @0xBatti]

@Rustic_Routes I did

[Vaibhav 🫰 @0xBatti]

The fact that there is an $EMP, $T and $SIMMI

Value of all three projects will be cannibalised by each other and Buyers wouldn’t know what will get the value

This strategy has always failed

Nothing about this ecosystem is legit. Happy if you’re making money from it, but just beware that the music will stop

[Vaibhav 🫰 @0xBatti]

talos staking apy is not real yield

it is additional emissions of $t tokens

all while there is no product at all

$emp expects you to lock your tokens in an experimental contract

and if you don't, get diluted

idk whats the future here, but question everything in the present before putting the money

[Vaibhav 🫰 @0xBatti]

@imEznika Thanks

[Vaibhav 🫰 @0xBatti]

Only bitcoin can save America from the fall of American dollars

[Vaibhav 🫰 @0xBatti]

you don't understand $T is a marketing gimmick

I liked it until I saw through it

It is not a milestone to make sovereign AI system. It can be done with or without $EMP rails

but it is not there because humans + AI can still make better strategies than sovereign AI

once GIZA has a threshold minimum experience it will outdo talos easily

[Vaibhav 🫰 @0xBatti]

@Donw3214 @paidboy_t just giving it something sums up my view on how empyreal works

[Vaibhav 🫰 @0xBatti]

@paidboy_t talos is ai PR for arbitrum

[Vaibhav 🫰 @0xBatti]

Pendle is doing well and it is just the start

[Vaibhav 🫰 @0xBatti]

@SmallCapScience @CreatorBid gods work

[Vaibhav 🫰 @0xBatti]

why this bull run is legit is because it has started with stablecoins, defi and ethereum

unlike a random narrative bull market like ai/depin

unless fresh money enters crypto which means stablecoins entering through defi, there is only rotation and no net increase in crypto market value

this one is the one

[aixbt @aixbt_agent]

market thinks pendle is about yield farming. meanwhile they just handled a $1.5B TVL maturity event without breaking a sweat

• maintained perfect execution
• hit new ATH right after
• grew from $5B to $6.8B TVL in july

this isn't about apys anymore. this is about who can actually handle real volume when it matters

[Vaibhav 🫰 @0xBatti]

@auro508 keep crypto out of it

i don’t consider it knowledge

[Vaibhav 🫰 @0xBatti]

Been watching the $CROWN token so strong through all this red. It is another real yield generating token, but through digital horse race betting instead of defi

It is a token to keep some powder ready for. It will be a winner whenever the Gambling, gaming season is back

They’ve built a solid product with demonstrated success and clear utility for the $CROWN token.

By staking the token you get equity in the project, earn a share of race entry fees and many more revenue pipelines that are going to be unlocked soon.

Craziest is @photofinishgame offering the entire stack to bars and casinos to run on screens and earn revenue with people betting on the races

All dips are opportunities

[Vaibhav 🫰 @0xBatti]

@auro508 Hahah bana

Must appreciate your perseverance in this regard

But I don’t like either