Cooker.hl | 版本之子 | (Theo Arc)

Founder @PastelAlpha | DM web3ven on Telegram for Business | Sign up for | |

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

Want to earn free money? Did you know you can legit get FREE MONEY from @PastelAlpha

For every referral you get to sign up for Pastel, you get free $60, no limit to your earnings

Starting to see people come back into the space now that trading has been HOT, as well as a lot of newcomers

Now is the easiest time ever to onboard people

I'll give a free month and $200 to someone random who comments and retweets this tweet as well

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

3 things need to happen in order for onchain-mania to occur again (why am I writing this? not sure not like anybody will make use of it tbh lmfao)

1. There needs to be multiple runners in a day, if there is only 1 from time to time or 1 a day it doesn't really spark confidence across the board. People need to feel like they can hit any kind of narrative/meme. Infrequency of runner coins will feel to the masses inorganic/forced/crime/coordinated/whatever sidelined term you want to use. Can they all be coordinated/bundled/crime? Yes of course. But so long as there's enough frequency it ensures any "random" person can hit them and not just "KOLs".

2. KOLs need to be paid. Sounds kinda counter intuitive to the first statement but in reality if a market is good enough to pay KOLs then the market is healthy enough where teams think they can get enough of a return on their payments. "Of course you're saying this as a KOL", maybe that's how you want to see it, but I like to think of it as a gauge on how healthy onchain is. For those who were here back during the times where so many projects were raising seed rounds and doing presales. Notice how those don't exist no more? Because the health of the market isn't high enough for those to thrive.

3. There needs to be incentives to trade. Novelty and edge needs to be present. It doesn't necessarily need to be something big and special. Simply putting in more time during the week can be an edge. As much as we hate pvp and launchpad wars and drama etc. that also in itself creates edges. Callout rewards were a good step in the right direction from the pump team, I expect to see more incentives coming from different platforms evolving from just airdrops and fee reduction in 2027.

Shower thoughts, you can disagree or agree doesn't really matter, not looking to have a long winded argument with anyone, just some things I've been thinking about.

[KoolKrypto @koolkrypto223]

I think everyone is missing the forest for the trees on Elysium

Memecoins were never the reason I was bullish a "Hyperliquid L2". At best they were icing on the cake, and more likely to be a symptom of success than a cause.

The bull case for Elysium is and always was that it enabled Hyperliquid to attract hundreds of billions of dollars worth of on chain activity, TVL, and valuation.

If you're bearish $HYPE, don't own kinetiq:native

If you're bearish on chain DeFi, don't own kinetiq:native

If you think a performant layer for DeFi that can interact with Hypercore liquidity in a way that no other chain can is inherently a more attractive place to build than most other chains, own kinetiq:native

At the end of the day, if new, cool, better shit can't be built on Elysium, it's doomed. If launchpads don't incubate new, cool, and better shit outside of memes, they're doomed.

My stance is that if new, cool, better shit can't be built on Elysium, it probably can't really be built anywhere.

I'm taking a speculative bet that the capabilities of Elysium will enable it to house DeFi protocols that literally could not exist elsewhere. The state of the Elysium trenches today or tomorrow do not weigh heavily on that bet, especially given the current state of the rest of the industry.

I think we can all agree that it's time for a flight to seriousness in this entire industry.

[papertrade.xyz @papertrade_xyz]

Five contract level upgrades have been pushed to the timelock. The non-atomic nature of hyperliquid core and EVM blocks, along with the still broadly un-battletested precompiles necessitates extensive, heavy testing as the design patterns papertrade employs are unusual to see in solidity. Papertrade, by its nature is a risk on protocol. But when it comes to striking a balance between speed and security, security will always remain paramount, particularly when it comes to production contract changes.

Core lending:
The Exchange will now be able to supply idle USDC to HyperCore's native lending market, with the accruing interest being routed to stakers.

Collectibles:
A factory plus per-collection ERC-721 contracts for exchange collectibles and themes.

Staked PAPER transfer module:
PaperStaking gains a whitelist of transfer enabled contracts, along with contract level yield piping. This code is unused for now but will be necessary for future updates.

Sweep timing fix:
HyperEVM big blocks share a timestamp with a preceding small block. Whilst never triggered in production this could cause an ill-timed deposit sweep to fail and so the contract level timing checks are switching to block numbers rather than timestamps.

Direct LP donation:
A new admin locked donateToLp call moves USDC from a designated donor account into the LP's cash, providing a clean path for regulating externally held USDC back into the LP.

At some point we will likely write up a blog on our retrospective of the first month of papertrade, but we are few and there are only so many hours in a day or hats a man can wear.

A final quick thank you to those who helped out with adversarial testing, game theory and the general math that went into last month's upgrade, you know who you are. To those who are still confused -- often boisterously so, we thank you for sticking around for long enough to show you care.

good luck to us.

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

@devvings @spdy00 @CryptoTomYT @analyzationz @inversebrah just business

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

@insidecalls @spinor_ @AscendLaunch @CryptoTomYT @analyzationz @VersusFNF @DigiWorldd @MontraXYZ Right LMAO only in a bear market

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

The plot thickens 😭😭😭

[spinor @spinor_]

Ladies and gentleman, meet @AscendLaunch co-founders, @CryptoTomYT and @analyzationz of @VersusFNF and @DigiWorldd, also known as 'igotruggedoncashcat'.

They are the attackers behind the coordinated efforts against my account and the @MontraXYZ project and token, who fooled the entire space while masquerading as a legitimate project on @Enter_Elysium.

The main attack vectors used in an attempt to undermine Montra were the weaponization and leverage of their fomo standing, social engineering on @X activating paid coordinate FUD campaigns, and manipulation through coordinate buying and selling of Montra assets.

Descend below to see the timeline of events 👇🧵

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

LMFAO

[᲼ @0xUmbreon]

Threatening legal action & the FBI for topblasting size into a coin on the open market.

😭😭😭

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

Pretty cool how u can see which coins gives you how much now on @PumpfunEco

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

Wow the dev of ni hao cat up insane today

[KoolKrypto @koolkrypto223]

There's nothing technical or fundamental about this, just an observation.

$SOL topped on $TRUMP launch, how much more bullish of news can you get

$HYPE topped (locally 🙏🏼) on ICE, Druck, Elon news, how much more bullish of news can you get

At this point, if you're bearish, what bigger bear catalyst are you betting on? Trump slaughtered in midterms, SOXL down 60% in a month, Anthropic IPO expectations tumbling by the day, no signs of an end in Iran, $NVDA peak FUD, 50bps hikes being floated and heavily priced in.

I'm not necessarily saying it's time to get extremely bullish because we could be in for a long chopsolidation after all of this, but I'm just not seeing what's left on the horizon to really press shorts here.

Just judging on the timeline it feels like we're at or near peak bearish euphoria, and every pump is getting labeled as a lower high, short squeeze, opportunity to exit etc.

Historically, seeing squiggly lines on charts with $BTC going back to $45k was a pretty good time to at least cover shorts.

Think it's getting interesting to put on another options trade for a hated rally back above $80k, but it's hard to know if it will in fact just be another lower high...

But fwiw, I've been bullish and clearly wrong these last few weeks. Just not really seeing the case to be heavily short here.

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

@LifeCallsCrypto @Pumpfun @a1lon9 I trade

As should you

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

Overnight degens @shufflecom

@PastelAlpha

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

I know this chop in majors is extremely brutal for many

You HAVE to stay patient

The cool thing is tho @papertrade_xyz has paid me out in over $25k in claims the past week just from doing nothing which is nice

Be patient friends, I think we clear bottom out in like a month or so (At this range but HTF)

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

$KNTQ

0x063F7Cc5339f92a5FD7BaF3D22233044FdA1F327

0x8df4f39d592de2aAee15838B265C2392d19A4128

0x9a9815Af521149E8D982791703A31bca2F95f534

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

@Sp2ink1es Chovy > LeBron

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

It may come as a surprise to you but

We don't care if you're bearish @Enter_Elysium

I know, shocker

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

What did Hyperliquid have (eg. T1 vcs, $100m war chest, massive distribution channel) that would allow it to have staying power?

[Kevin @cryptokevin2011]

Genuine question, what does @Enter_Elysium have (eg. T1 VCs, $100M war chest, massive distribution channel, etc.) that would allow it to have staying power? Want to understand why it would have a second leg when @arc peaked on fomo app integration.

Pls comment, thanks.

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

I think this whole drama with $MONTRA is funny

It’s even funnier cuz $CASHCAT was/is a dogshit meme/coin and I’ve been saying that since the top

It was omega topped when people started moving their supply to flex on social apps

The bag bias on that coin was insane

[Cooker.hl | 版本之子 | (Theo Arc) @CookerFlips]

Nvidia stock fell 12% because of election and another 10% because of erection