D

[D @0xFables]

crypto total mc back to retesting 2017 peak with m1 rsi all reset. now should be a no brainer time to accumulate your next cycle bets but in the face of higher rates and reg scrutiny, the road ahead is likely 🐢 vs 🚀. less tourists + speculators better for builders tho

[D @0xFables]

@Pivot922 this is incredible, ty

[D @0xFables]

@alliance @usv @uninsightful @fredwilson BIG DAWG NIKHIL

[D @0xFables]

@reaIityobserver love this man. that was moving

[D @0xFables]

@imWholesum @TheFlowHorse matcha has. its just dried, ground up tea leaves

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@JasonSCui @a16z big DAWG 🐶!!!!!

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@0xsmac 🤣 le goat fr fr fr

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@Hyperr555 @0xPasteke @hyperliquidbull probs something like this. i got to 70 but 33 is better. keep expectations low

[D @0xFables]

@hyperliquidbull way too much moonmath

still bullish but probs only a 20% impact to yearly AF fees at the end of the day. phantom retail user personas != binance trader user personas

very good longterm tho given that other frontends will be encouraged to copy now that phantom is showing the way

[D @0xFables]

@bill_hicks555 @0xkyle__ @defi_monk yes

https://t.co/0MQm7KIeHZ

[steven.hl @_stevenhl]

HIP-3 is misunderstood. Some feel like a 1M staking requirement is too large.

Jeff has outlined how a group of users could pool funds via an LST. This is a great example of what a unique app looks like on HyperEVM. On top of that, everyone gets a portion of fees!

Hyperliquid

[D @0xFables]

watching the crypto sell off today in the face of this $crcl ipo ripper reminds me of this excellent piece from @mhdempsey . could argue that the bid today for crypto (beyond btc) is in large part due to some attachment to the stablecoin growth story esp since markets have become increasingly steered by narratives and retail animal spirits. but now crcl = the best stablecoin "narrative receptacle" (even tho the true underlying business is kinda meh)

[Michael Dempsey @mhdempsey]

(New Post) The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles

As narratives increase in value, a new generation of companies build on the power of perception, while private & public markets race to fill every speculative void

[D @0xFables]

@WazzCrypto yeah bc giving away my personal data to a cex has never done me wrong

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@max_lol_mundo @RunnerXBT @pierre_crypt0 yes trois vallees is amazing

[D @0xFables]

you just outed yourself as having never used the product, in earnest

i get supporting the portco but we need to raise the bar as an industry or we will always be seen as a joke

this product sucks. period. it doesn’t work most of the time. imagine being a new crypto user, seeing this post, trying orbit, and leaving because every query and tx fails or isn’t interpreted correctly or takes 30 seconds to give a response. that kind of poor UX only reinforces the idea that this space is a scam

btw most defai products aren’t any better. web2 ai products still blow us out of the water

please do better man. at least use the thing before writing a misinformed bull post like this

[D @0xFables]

@thesendcoin @cleopetrafun @MeteoraAG would love an access code! 🙏

[D @0xFables]

@cleopetrafun @MeteoraAG @thesendcoin would love a beta access!

[D @0xFables]

@0xsmac (how does he keep getting away with this [!!!])

[D @0xFables]

on defai, don’t think it’ll be one size fits all

different products will appeal to different types of traders.

anon is clearly shaped for a class of 20/21 onchain/defi trader type but the recent gen of memescope folks probs may not find much value in it

hive’s modular approach makes sense because you can use task specific agents to handle different parts of your trading game for a holistic, customized engine based on how you play

[D @0xFables]

multistep txs for onchain traders!

(1) use case 1: yield
= analyze my portfolio every 30 minutes and notify me of yield opportunities for my holdings based on last 24h apr + easy deposit/withdrawal via NLP or in app buttons

(2) use case 2: bridge + buy
= multistep intents by chaining tgt 2+ txs, esp when bridging, using NLP: example user query like "using my sol wallet, bridge $200K to base and buy $100K of aixbt in 10x $10k market orders. if price has gone up by 10% from now to time of bridging tx completion, do not buy and instead, set $200K limit order for 10% below that price"

(3) custom instructions akin to chatgpt for setting stuff like global slippage and protocol preferences, eg: "never execute a transaction for a token below $10mm market cap if slippage for my transaction >10%", "if transacting on solana, only use jupiter"

[D @0xFables]

@mhdempsey @charliejliao