Bitcoineo 🎲

Reader | Writing about the best onchain opportunities | Evolving through chaos

[Bitcoineo 🎲 @Bitcoineo]

@JoestarCrypto Looking amazing

[Bitcoineo 🎲 @Bitcoineo]

@pdmplp 100%

[Bitcoineo 🎲 @Bitcoineo]

I really thought Aave's moat was too big for incumbents to overcome it and claim the first place, but with legacy crypto assets like BTC, ETH going south and institutional RWAs becoming the obvious next big thing, I now see a path where Morpho wins.

And they deserve it, because @MerlinEgalite, @PaulFrambot and the entire team are doing god's work worldwide.

Protocol is still in growth mode and their token doesn't accrue value yet, so it's hard to say if it's a buy or not at current price. But if you believe in their vision, might be worth a shot. Keep an eye on it at least.

I'm confident they'll be far better positioned in five years, and I can count on one hand the live tokens I'd make that bet on.

[Bitcoineo 🎲 @Bitcoineo]

@zaika_hl not at all, we're a tiny minority

algo shows you tribes you're part of + winners are way louder than losers

[Bitcoineo 🎲 @Bitcoineo]

Another crypto x tradfi integration that makes A LOT of sense.

I can totally see Revolut users loving PTs and chosing them over boring bonds.

[Pendle @pendle_fi]

PENDLE is now live on @Revolut, the largest fintech in Europe.

20 million crypto traders in the UK, EU, Norway, Iceland and Liechtenstein now have direct access from their everyday banking app, reaching $PENDLE through regulated rails rather than DeFi frontends 🏦

[Bitcoineo 🎲 @Bitcoineo]

@CedarRockzrbd "So we're supposed to buy morpho now"

-> Read my tweet again.

[Bitcoineo 🎲 @Bitcoineo]

There aren’t many things I hate more than robot baristas.

Most of the coffee enjoyment is going somewhere that feels like home, being served by a smiling human performing a cool ritual, and watching people in their own bubble.

[aneri @0xaneri]

Morning brew

[Bitcoineo 🎲 @Bitcoineo]

@zaika_hl Most active crypto investors are either hype cult members or insanely rekt right now.

Wouldn’t expect us to act rationally.

[Bitcoineo 🎲 @Bitcoineo]

I remember when you @antinertia were talking about it a few years ago as a Pipe like to keep an eye on.

Spot on, as often 👏

[Bitcoineo 🎲 @Bitcoineo]

Deel becoming a stablecoin company alongside Stripe, Privy, Tempo and Morpho.

Congrats @Bouazizalex, that's a massive win. Wishing you all the best!

[deel @deel]

For millions of contractors, a paycheck travels through exchanges they didn't choose, at rates they didn't set. Every stop costs something.

That ends today.

Introducing the Deel stablecoin wallet — hold earnings in DLUSD, be eligible to earn rewards, spend anywhere. All inside the Deel mobile app.

Get paid. Hold. Earn. Spend.

Launching today in Latin America, starting with early access in Argentina — APAC, MENA, and Africa to follow.

Thanks @Stablecoin, @privy_io, @tempo, @Morpho and @SentoraHQ for making this possible!

[Bitcoineo 🎲 @Bitcoineo]

@thierryEdde44 @deel @Stablecoin @privy_io @tempo @Morpho @SentoraHQ @Bouazizalex @Olek_Shtanoprud this is insanely cool, congrats and keep cooking

[Bitcoineo 🎲 @Bitcoineo]

@benjii yep 100%

[Bitcoineo 🎲 @Bitcoineo]

@PaulFrambot @deel massive win for both of you, congrats!

[Bitcoineo 🎲 @Bitcoineo]

@CozomoMedici @XCOPYART @6529Museum One of my favourite XCOPY.

Do you still own "All Time High in the City"? Saw a transfer in May and wondered if it was a sale or just address rotation.

[Bitcoineo 🎲 @Bitcoineo]

@DThomasStealth But people tie their identities with assets so ..

[Bitcoineo 🎲 @Bitcoineo]

@DThomasStealth If you can admit a mistake when it is the size of an acorn, it will be easier to repair than if you wait until it becomes the size of a tree, with deep, wide-ranging roots

[Bitcoineo 🎲 @Bitcoineo]

@Bustaaal1 Licked my wounds and cut my losses around 0.105
Was bad but managed to get HYPE at 44$ so all good

[Bitcoineo 🎲 @Bitcoineo]

Why I mostly like Gold here

[Bitcoineo 🎲 @Bitcoineo]

Sold most of my HYPE at $70.

It can definitely go much higher, but I believe the meat of the leg up is behind us. Sentiment is at ATH, DATs are fomoing. What comes next is most likely a cool-down period where summer volume dries up and late buyers get rekt.

Liquid pf is now 70% stables, 30% gold.

The only farm that makes sense to me rn is @Ostium OLP, especially since their April update.

[Bitcoineo 🎲 @Bitcoineo]

@x256xx @CallumOnCrypto @variational_io Currently long on ostium, short on trade[.]xyz
Also taking advantage of their x2 boost on US100 market.

[Bitcoineo 🎲 @Bitcoineo]

Sold most of my HYPE at $70.

It can definitely go much higher, but I believe the meat of the leg up is behind us. Sentiment is at ATH, DATs are fomoing. What comes next is most likely a cool-down period where summer volume dries up and late buyers get rekt.

Liquid pf is now 70% stables, 30% gold.

The only farm that makes sense to me rn is @Ostium OLP, especially since their April update.

[Bitcoineo 🎲 @Bitcoineo]

Ben Graham investing wisdom on IPOs (might be useful with SpaceX, Anthropic and OpenAI coming up):

"Bull market periods are usually characterised by the transformation of a large number of privately owned businesses into companies with quoted shares.

An elementary requirement for the intelligent investor is an ability to resist the blandishment of salesmen offering new common-stock issues during bull markets.

Some of them may prove excellent buys, a few years later when nobody wants them and they can be had at a small fraction of their true worth."

[Bitcoineo 🎲 @Bitcoineo]

@MiningTk 🧡

[Bitcoineo 🎲 @Bitcoineo]

State of the market