FilthyAnimal

"Says here in these movie writing books, every character has an arc."

[FilthyAnimal @Anti_Cramer]

@HyperliquidX @chameleon_jeff @sershokunin Can we get CXMT perps?

[FilthyAnimal @Anti_Cramer]

Great article. The most insightful take on the whole $VVV situation I’ve seen yet.

[G.W. Jackston @galactiator]

https://t.co/cCxRrdwPd0

[FilthyAnimal @Anti_Cramer]

@Crypto_McKenna I feel like it’s easier to underwrite from a flows perspective. Are more people going to stake and lock VVV in the future and will future buybacks offset emissions and unlocks? I would say from personally using the product it is one of the easiest ways to access open source LLMs

[FilthyAnimal @Anti_Cramer]

$VVV is a claim to a growing percentage of Venice’s future compute.

The buybacks do correlate it to business growth, but the market might test what the actual value equation looks like if you strip out equity.

Future compute+ Buybacks+ Equity= theorized (priced-in) value?

[FilthyAnimal @Anti_Cramer]

@mdudas @toly Ray Allen to the heat

[FilthyAnimal @Anti_Cramer]

@mackietayylor R u playing the new racing one?

[FilthyAnimal @Anti_Cramer]

@bankrbot was Conway deployed with bankr, and if so, how many fees has it generated so far?

[FilthyAnimal @Anti_Cramer]

@jdorman81 Couldn’t you easily argue that apps are commoditized especially as AI scales and dev barriers decrease, and it’s the underlying L1 network that is actually antifragile/lindy?

Excluding hype, where has the market showed its hand in favoring apps over infra?

[FilthyAnimal @Anti_Cramer]

@Cheshire_Cap Thoughts on the short report? I don’t follow the stock that closely

[FilthyAnimal @Anti_Cramer]

@Cheshire_Cap Doesn’t it make sense for the two most accepted and fairly distributed private SOVs to make up more than 1% of BTC mcap?

Also, doesn’t it seem unlikely that a multi-year consolidation like XMR has had would top after less than a week?

Curious what you think

[doc🃏 @jkrdoc]

not a fan of this new 'defensive' single-sided LP buys of $ore. it breaks the whole psychology effect.

solid liquidity for a SoV is a must for scaling. but when u r in adoption phase, u need to be 'offensive'. Killing volume isnt gonna do it.

the market shows.

just my 2c

[FilthyAnimal @Anti_Cramer]

Investors funneled to offshore exchange(FTX) because of Biden administration anti-crypto policy.

DATs form so investors can more easily access digital assets because of laborious, slow ETF listing process.

SPACs launched as a result of failing IPO markets.

Makes you think.

[FilthyAnimal @Anti_Cramer]

Only a small number of coins are attractive investments and they garner the majority of attention and flows. OTHERS has been down only since '22. Majority of altcoins are the equivalents of shitcos. This is why it feels like we've already been in a bear for awhile.

[FilthyAnimal @Anti_Cramer]

Others/btc looks very similar to IWM/QQQ.
Perhaps we are entering our MAG7 era.

[FilthyAnimal @Anti_Cramer]

I worry that the trenching synonymous with solana and https://t.co/OpMG6pZfVX has done serious damage to trader’s patience and ability to hold. Otherwise this maybe is just Coinbase cabal. More suspicious of that tho

[FilthyAnimal @Anti_Cramer]

Why are base tokens so much more pumpable than solana tokens? AVNT, KTA, MAMO, REI, EDGE. The list goes on. Meanwhile solana defi tokens just languish and underperform despite decent fundamentals. Does it just come down to trader expectations and behavior?

[FilthyAnimal @Anti_Cramer]

@seyong @tryfomo Jamarr Chase

[FilthyAnimal @Anti_Cramer]

@tyeuskh What have you been using it for?

[FilthyAnimal @Anti_Cramer]

@Zen_Trades1 I think this is a little bit misleading though right?zora doesn’t have any sort of graduation mechanism, whereas the others do.

[FilthyAnimal @Anti_Cramer]

Does anyone else think $jup just seems ridiculously underpriced?