toad

trading journal, head of growth @Loopscale, art: @logan_larkin

[toad @AuspiciousToad]

i'm worried that we might

win forever

[toad @AuspiciousToad]

how i feel about price

[Solana @solana]

"I see a world in which credit is internet native. Whether that's agents issuing and borrowing onchain or commercial borrowers onchain, that access is globally distributed across every region, every type of borrower, and every type of asset."

@marygooneratne, co-founder @loopscale

[toad @AuspiciousToad]

@solana @marygooneratne loopscale is the future of credit!

[toad @AuspiciousToad]

@XBTAXL real

[toad @AuspiciousToad]

@Luketruitt @ExponentFinance @solsticefi solana stablecoins cooking

[toad @AuspiciousToad]

no one will understand this cycle until it is over.

policy and onchain infra is boring to most, and slow to become bulletproof. but what is being built now sets up a retail frenzy that dwarfs 2021.

brighter days are in store.

[toad @AuspiciousToad]

@wynters0ul personally i'd like to borrow against my sealed collection at reasonable rates to buy more in 1-2 years when all the hype dies down to collect more product.

[toad @AuspiciousToad]

@thedefivillain trad doest have alts to dump

[toad @AuspiciousToad]

i was 4 months early to calling the top, let's see if the same was true to me calling the bottom (feb)

[toad @AuspiciousToad]

that was it, that was the top

[toad @AuspiciousToad]

tradfi profit takers are selling their weakest holdings (crypto), and the ones who were late to the ai trade are cutting crypto and chasing ai.

imo the institutions/funds rotating out of crypto to chase ai + the rally of HYPE can be seen as bullish as btc retests 69k.

insti capitulating means they'll have to chase higher, and the demand for hype proves crypto can still produce runners.

if btc can maintain this support while markets rollover, this may be the last few weeks of pain for a while (true bottom as ppl start to look for opportunities)

[toad @AuspiciousToad]

check your aura points or start paper trading to farm aura: https://t.co/S9U7zqWSNS

[toad @AuspiciousToad]

solana perp-ageddon continues.

@bulktrade loopers and holders of bulkSOL + pt-bulkSOL just got their first aura allos.

earning aura is easiest on @Loopscale.

[BULK @bulktrade]

5/ The First AURA Allocation

A retroactive AURA allocation has been awarded to users who have participated in the BULK ecosystem up to today. Eligible wallets have participated in one or more of the following campaigns:

• Stakers / BulkSOL holders
• @ExponentFinance, @Loopscale, and @Project0 users
• Alphanet / Testnet Trading Comp participants

[toad @AuspiciousToad]

@CryptoEthan real

[toad @AuspiciousToad]

the insane level of tilt and mis information amongst the tcg collector hobby is bullish af

[toad @AuspiciousToad]

@Dadivan_sol @kamino @Loopscale @ExponentFinance extremely clean

[toad @AuspiciousToad]

@LoboItzol its a bit rough, and i guided the FDV to be more conservative, but since pokemon publishes total printed count you can also reverse engineer supply for english sets only and narrow it down from there.

[toad @AuspiciousToad]

there are already multiple cards from ME trading at higher FDVs than the evolving skies umbreon w 2yrs+ left of possible reprints.

> AH mega gengar ex 284 ($9.6M mc, $128M FDV)
> AH pikachu ex 276 ($7.4M mc, $148M FDV)
> PF mega charizard x ex 125 ($48M mc, $144M FDV)

[toad @AuspiciousToad]

memecoins didnt disappear, its just TCGs now.

with a PSA 10 pop count of over 20K+ cards, the evolving skies umbreon has a market cap of +$80M

if you included the % opened/sealed that could gem the FDV would be trading close to +$360M

[toad @AuspiciousToad]

@LoboItzol take total psa pop, calculate total % of graded cards that go to psa, then calc submission rate for top chases which gives you total opened copies, then divide by open rate to get total printed supply.

[toad @AuspiciousToad]

this is how we win defi

[Loopscale @Loopscale]

Loopscale Asset Curation's first vault is now live on @ExponentFinance v2.

OnRe Growth, curated by Loopscale Asset Curation, delivers balanced, optimized exposure to @onrefinance's ONyc in a single position.

[toad @AuspiciousToad]

@solana bullish on strategy vaults

[toad @AuspiciousToad]

@onrefinance @solana @ExponentFinance @Loopscale the best yield just became even simpler