@pre10015@AlfG73@Ibon_Dominguez El US Coast Guard es parte del DHS (equivalente español: Ministerio del Interior). Es la única rama militar estadounidense bajo Homeland Security. En guerra pasa a depender de la Navy y del Dept. de Defensa.
This is how the pumpfun KOL coins work:
KOLs have GCs where they communicate with each other, these are not the fnf TGs that you're invited to that they have in their bios, these are separate backdoor channels
They bundle (buy large % of supply from many wallets at a low MC, many apps help with this) and send each other coins for free, this is why there are periods where the whole TL seems to shill the same thing all at once, it's not random, it's coordinated
They then buy these coins on their main wallets, and they will hold them there to zero since they have several anon wallets they are doing their actual trading on. They can tell their followers they "lost money too" while they dump on their side wallets
Then they share in their fnf TG groups and Twitter to retail (that's you) It's at this point they generally start "farming," most of the time they will actually sell off all or most of their side wallets at this early step. Nobody believes in these coins less than the KOLs shilling them. This is where most coins die
However, if there is enough retail interest, the coin will continue to rise, many KOLs will be out at this point and move on to something else (or even try to vamp with a similar coin) The remaining KOLs will now send more coins out to higher tier influencers, KOLs with copytraders, and of course the bagworkers
Give it a little while and these people will always start undercutting each other and selling. It's easy for them to know if they are dumping on each other cause they can check the wallets that sent them the coins, this is why so many coins seem to have a random and violent end, at some point they all kinda dump at once
While this has become commonplace, make no mistake - if you are shilling a coin you received for free, asking people to take risk when you have taken none, then you are a scammer. But if you are going around shilling a pumpfun KOL coin that you paid your own money for, then you are a fool
I have a deeply unpopular opinion about coins that no one would like to hear, and here it is:
- This relates greatly to all my tweets over the past few days. If you notice, I started being "less fundamentals" and less "intellectual masturbation". People have dm'ed me about this, asking me what changed, why my style seems to have changed so much
- To start with, my fundamental axioms shifted (h/t @izebel_eth) to being simply: everything is flows
all philosophies are downstream of that:
new coin good old coin bad, because it's all flavor of the week, the latest flavor gets all the flows. Recency bias wins. First order thinking wins.
- +ve flows: net buying pressure, lockups, sinks. -ve flows: selling pressure, & emissions (which sells)
- As such, today, people want the coins to go up, but constant selling means the coins go down. Emissions, whatever. And most sinks don't work. No one wants to lock their shit up. Thus, tokens have a natural tendency to go down, not up
- Fundamentals is just another way to attract flows. The idea is hopefully you trade at low P/E = you are attractive = people buy. Or better yet, you buy back your own token (more flows)
- DATs are the latest way to stop this. Again, these guys basically shore up $$$ and buy a ton of the token - net buying pressure. DATs are the best example of this ideology being right: bc for a short amount of time, these tokens go up (net buying), before going back down again (natural tendency to go down)
- Buybacks also work for a while, but the truth is, only Hyperliquid has enough to actually buyback ALOT of their own token. Otherwise, buybacks themselves is non-negligible
- But across the past 6 months, there have been some outperformers. And using my natural pattern recognition skills, I realised - and this is my deeply unpopular opinion:
Chinese coins win, Western coins lose. Or as this tweet says:
- This isn't a race thing, it just boils down to how the incentives are aligned, and how the tokens are structured.
Both BNB and MNT are heavily controlled by Binance and Bybit, but they don't have an incentive to sell. Why would they? This basically represents the exchange. If it goes to 0, this would reflect so badly on the exchange.
- Whereas EVERY OTHER SINGLE TOKEN IN THE WORLD, has VCs, who have a FIDUCIARY MANDATE to sell. This is obvious, but no one has gotten it in their heads. <MEGAFUND> owns your coin? Good for flows (attention game) when you launch, bad when they unlock.
- It's very simply an incentive design question. And if you ask me "yea but we need VCs" - I don't disagree. All I'm saying is, as a trader, I want things to go up. And things with selling pressure tend to not go up.
- Memes and onchain were popular because they actually went up. And then it got bad because people got scammed, and onchain coins started being rugged, and the breadth was too much, and capital started flowing everywhere, and then now we have no capital again, yada yada
- Anyways, this is also not a tweet that says low float high fdv is good. I believe low float high fdv is again, a flows thing - it does well for a week, and then dumps (because the fdv is high, so there's alot of unlocks)
- Instead, it's really more of <who owns your coin?> It's why I'm 50% ASTER, 50% MNT. Look at this glorious tokenomics sheets. 0% to VCs and investors. And obviously the airdrop is gonna just be gamed such that Binance-aligned entities own most of the airdrop.
But what's wrong w that? I'd want my token to be in the hands of people who actually believe in the thing.
As such, I do not own 99% of other coins over the longer term time horizon. Again, short term flows could dominate leading to good PA (see XPL on launch), but over the long term, they will flow out (see XPL today)
Look at Hyperliquid. What's their selling point? NO VCs. NO ONE MISALIGNED. I'm like 90% sure the team is not gonna dump their tokens too. So Hyperliquid is probably the only other coin that makes sense. Ultimately, I want something I can comfortably hold, and today, that is basically exchange related coins + Hyperliquid. That is all.
I think degentrading's tweet very aptly summarizes it tbh. Everyone smart has basically come to the same conclusion at some point, I probably am not early, am not that smart, but I am loud, so I am shouting about it (doing my job as a key opinion leader, giving my key opinions)
okii gbye.
When you combine Ethereum’s privacy roadmap, Bessent stable shilling, the whole Bo Hines -> tether thing , Tron parabola mode, to Trump children saying Ancap stuff about needing to resist being unbanked
You’re left w the basic conclusion that every esoteric financial instrument ends up on your browser in 2 clicks with no banking or brokerage intermediary, and very little compliance or KYC
Bc fundamentally if there’s on chain privacy you don’t know who anyone is. And if Tether and Tron are blessed by highest levels of govt. most teams need not be concerned. And if Sergei is doing 1 on 1s with the SEC flowing his enterprise revenue into a “reserve” and that’s somehow not a security …
We already know all the users of hyperliquid are US ppl who couldn’t get binance accounts bc kyc and hyperliquid is thriving — more proof
The gloves have been completely taken off
That’s why it’s such a big deal that A) vitalik is full tilt privacy mode B) the clarity bill is written by a16z for ETH C) the SEC is saying put everything on chain
This reminds me a bit of 2008 insofar as the US seriously loosened KYC AML restrictions to get liquidity into the system. This was how Jho Low partied with Paris Hilton with money stolen from the Malaysian Sovereign wealth fund
The zoomed out picture is that the US knows fiat is failing so is trying to embed the US dollar as the default on chain base layer similar to how they wanted drug cartels to use the dollar in the 70s after going off the gold standard
I don’t think tradfi has fully internalized how incredibly dank this is. They’re operating on a legacy playbook that’s now totally obsolete and encumbered with rules being ignored at the highest levels of government
Anyone who can put up a compelling financial product in front of this monsoon of capital is going to completely fucking crush it. Ethena is the first of many
the 100x improvement in entertainment is via prediction markets
financialized entertainment will be all consuming
turn anything into a speculative sport
1/8
📊 Just launched: a real-time dashboard to track Hyperliquid trading volumes, builder and referral metrics, profit & loss, and more.
Built by @AlliumLabs
Let's dive in 🧵
the market reaction to yesterday's FOMC is a reality check for those who are sidelined or waiting for much lower on crypto assets
we just had one of the most hawkish FOMC meetings in recent times, with Powell practically going scorched earth and taking a 'markets be damned!' approach in his comments
yet $BTC barely budged and is now trading back above $118k
this is coming after we learned last week that an ancient Bitcoin whale offloaded $10 billion worth of BTC while the market still barely reacted
and all of this is happening during the summer period, when markets are usually in a lull or general corrective phase
believe it or not, max pain here is BTC and altcoins/memecoins going aggressively higher and leaving bears sidelined and in pain
HIGHER
the only question you should be asking is does the btc pump level off at one point and roll into a monstrous, disgusting altcoin pump or is the market structure different due to etfs this time? your entire bloodline depends on you getting this answer right