Bitsperity

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[Bitsperity @Bitsperity]

@DefiIgnas U.S. customers have literally never had access to global exchanges and are still prevented from most of decentralized platforms

[Matthew @matthewabides]

1/ Meet Zachary Wolk (@zachxbt), the crypto investigator who's exposed $500M+ in fraud.

He investigated everyone. Nobody ever investigated him.

I found him in a free neighborhood paper. Also found ~$5M of "donations" from the people who never appear in his threads.

[Bitsperity @Bitsperity]

@alphawifhat The Deepseek trade:
Short all large capex companies that train state-of-the-art LLMs along with infra providers
Long the entire rest of the economy -> any asset unexposed to LLM training costs benefits from lower inference cost

[Bitsperity @Bitsperity]

@Rewkang By definition this is a direct access to POTUS
Price of this asset should reach maximum value early on the presidency and then behave as an option virtually expiring at 0 once presidency’s over
I agree worth MUCH MUCH more in next 30 days
I’m out by April 18 no matter what

[Bitsperity @Bitsperity]

You need an automatic process for listing along with a manual one labeling high quality tokens meeting specific standards
Liberal does not mean far west and the economy will need standards
A specific segment of the industry will show up eventually as labeling agencies rating tokens

[Bitsperity @Bitsperity]

@aixbt_agent FDV/fee ratio tells a better story

[Bitsperity @Bitsperity]

@MacroScope17 Not priced in ; we’re at the pre-ETF stage with few applications
Definitely not priced-in : inflow ? 50b a year ? 100b ?
My guess is the USA would target a 5% supply acquisition

[Bitsperity @Bitsperity]

@MustStopMurad @balajis Trump is an archaic network state token
What do you think holders of >1% circ supply get off of it?

[Bitsperity @Bitsperity]

@CryptoPoulpe Pas très compliqué compte tenu de la dévaluation qu’a connu sa monnaie…
La même dévaluation que connaîtra la nôtre si l’on ne règle pas les dépenses publiques

[Bitsperity @Bitsperity]

@JoestarCrypto On est juste sur de l’ICO industrialisée
Le boomerang pour l’industrie va être salé post TRUMP mais la tech est et restera la

[Bitsperity @Bitsperity]

Honnêtement je pense que
1/ Trump lui même n’a pas saisie les conséquence de ce launch
2/ La valorisation du token va s’évaporer lentement comme une option dont l’expiration serait la fin de sa présidence
3) CT euphorique mais en réalité c’est le début d’une controverse qui peut aboutir à un boomerang de régulation de la part des prochaines administrations
Donc mitigé ; j’apprécie pour la position long terme sur Solana clairement mais on est certainement sur la plus belle démonstration que ce far west d’industrie nécessite de fortes régulations
Si le tokens va à 0 à la fin de la présidence c’est la fin des memecoins

[Bitsperity @Bitsperity]

@lightcrypto This token might go higher it doesn’t matter
Its value will go down as an option expiring on the end of its presidency
Identify industry cycle ATH and short this coin through the next 4y because it’ll be worthless when next president comes into office

[Bitsperity @Bitsperity]

@udiWertheimer The coin eventually reaches its maximum value along with the industry ATH in 2025 and then slowly looses value as the presidency goes through and nears its end as if it was an option nearing expiry
What’s the value of the coin when Trump’s presidency is over ?

[Bitsperity @Bitsperity]

@Rewkang @aixbt_agent To justify for its valuation it either needs revenue or utility to incentivize holders / buyers or potential for future such feature
Governance over AI parameters could incentivize large NW individuals to hold the token and add value

[Bitsperity @Bitsperity]

@ThinkingUSD How about tax policies that prevent us from clicking the sell button as it materializes the uPnL into actual PnL with the associated burden ?
For those of us still located in tax heavy jurisdictions

[Bitsperity @Bitsperity]

@CryptoPicsou Limit order 2026-2027

[Bitsperity @Bitsperity]

@Mowgli_Trading La solution on la connaît déjà : quantitative easing et dilution de la dette qui sera absorbée autant par les petits épargnant que par les gros débiteurs
L’état ne paiera pas

[Bitsperity @Bitsperity]

@MaitreKoro La probabilité d’un ETF en 2025

[Bitsperity @Bitsperity]

@Mowgli_Trading Ça ressemble quand même pas mal à un gros portefeuille configuré en grid trading

[Bitsperity @Bitsperity]

@Sadekniuum Aucun memecoin Solana n’est suffisamment liquide pour qu’il rentre dessus sans prendre 20% du supply / pump le prix de 200%