HeyHo

A brainless reply guy • Tweets for personal consumption • Plant-based diet • Tenbagger hunters #Positivity $BTC

[HeyHo @HeyHoCrypto]

🤔

[Coin Bureau @coinbureau]

🚨 MICHAEL SAYLOR'S STRATEGY: A Bitcoin crash can't force Saylor to sell. Running OUT OF CASH can.

Strategy holds 843,706 BTC, 4% of all the Bitcoin that will ever exist, and NONE of it is pledged as collateral.

So how does the machine BREAK?

1. The dividend drain. Strategy OWES about $1.7B a year in payments it can't skip. Its cash reserve has fallen to $871M. That's six months of runway.

2. The loop tightens. STRC trades at $94.65, under its $100 par. That trips Strategy's own rule: below $95, raise the dividend rate by 50bps or more. A higher rate means bigger payments, which drain the reserve faster. The fix makes the hole deeper.

3. The cash calls. Bondholders CAN demand $4.5B back, and they'll want cash, not stock. The notes convert at $183, $433 and $672. MSTR isn't close to any of them. $1B in Sept 2027. $2B in March 2028. $1.5B in June 2028.

Trigger 1 ALREADY fired. They sold 32 BTC in late May to cover a dividend, the first sale in four years.

A company with billions in reserve doesn't do that. A company down to $871M does.

Trigger 2 is live right now. Trigger 3 is 15 months out.

This was never a margin call risk. It's the cash they're LEGALLY on the hook for.

Do you still believe in the Saylor method?

[HeyHo @HeyHoCrypto]

The defi og hasn't left and still with yiu. Dont let us down🤑

[Michael Egorov @newmichwill]

New @yieldbasis markets already make fees. But they will start being distributed as soon as this new vote will pass

https://t.co/e9223GI5NW

[HeyHo @HeyHoCrypto]

Star Xu 🤣

[CZ 🔶 BNB @cz_binance]

Just finished a FOX TV interview with Charlie Gasparino. Who has the link to the video?

[HeyHo @HeyHoCrypto]

@cz_binance i bought the kindle one boss. Can i get a signed hard copy? I am happy to pay the fees in BNB🤓

[HeyHo @HeyHoCrypto]

what about gambling 1000 push-ups within 24 hours....

@cz_binance @heyibinance @star_okx

[CZ 🔶 BNB @cz_binance]

As I said, "or any number you choose", big or small.

Time to own it like a man and apologize. Don't try to divert topics, with more false attacks.

Who is doing the "misled the public and lie to world?"

"Binance stake" is none of your business.

Anyway, wasted enough of my time already. Back to ignore mode. Not worth my time.

[HeyHo @HeyHoCrypto]

大表哥和一姐生气啦，这个瓜太大啦🙀

@cz_binance @heyibinance

[CZ 🔶 BNB @cz_binance]

As I said, "or any number you choose", big or small.

Time to own it like a man and apologize. Don't try to divert topics, with more false attacks.

Who is doing the "misled the public and lie to world?"

"Binance stake" is none of your business.

Anyway, wasted enough of my time already. Back to ignore mode. Not worth my time.

[HeyHo @HeyHoCrypto]

@newmichwill Then i sit tight ser

[HeyHo @HeyHoCrypto]

Ser cbbtc pool is going to close the trd gap any chance? Or i have to wait till bitcoin rebound🙄

[Michael Egorov @newmichwill]

Curious thing:

* If you enter when pools are imbalanced - you need more crvUSD. If TRD is -1%: you need 2% more crvUSD. If TRD is -15%: you need 32% more crvUSD when entering. Good for peg!

* If you enter when pool are imbalanced - you can earn TRD back. E.g. entering at TRD=-15% and waiting till TRD=0 makes you realize +15% profit. A curious feature some might not know

[HeyHo @HeyHoCrypto]

@cz_binance Any free version online ser

[HeyHo @HeyHoCrypto]

I just checked - it is 1.5% more expensive to trade cbbtc on curve though.....as compared to CEX @newmichwill meaning this YB experiment failed???

[Jordi in Cryptoland @lordjorx]

@HeyHoCrypto @newmichwill I guess the bigger problem would be this one.

However, the BTC in the pool would be sold in a little discount and this is what caughts the attention to bots.

[HeyHo @HeyHoCrypto]

@newmichwill what if ppl no longer use crvUSD pools to trade BTC, does it mean impermanent loss becoming permanent damage?

[Jordi in Cryptoland @lordjorx]

Don’t jump off a moving train.

If you are looking at the TRD in @yieldbasis and thinking about panicking, you need to understand how the plumbing works first.

As you know. the goal of LEVAMM is to maintain debt at 50% of the LP total to eliminate Impermanent Loss.

Here is what actually happened:

> Arbitrageurs bought cheap BTC in DeFi and sold it into YieldBasis, leaving the pools heavy on Bitcoin.

> On top of that, BTC’s price drop caused "leverage drift," pushing the debt-to-value ratio up.

> To fix this, LEVAMM sells LP tokens at a discount to bring in crvUSD and rebalance that 50/50 ratio. But this takes time.

Why? Because Curve processes prices at three speeds (last price, oracle MA, and price scale). Moving concentrated liquidity to the new price range is expensive.

The system relies on trading fees and interest from the LEVAMM to fund that move. Right now, the protocol is in "defense mode," taking zero profits to build a cushion and migrate that liquidity.

Even the WETH pool, which is usually more balanced, is seeing a high TRD because its liquidity is less concentrated, making the system agile but the divergence more visible.

The health of the stablecoin is the main risk; if it depegs, the TRD increases. But withdrawing now is like jumping off a moving train. Volatility is exactly what creates the volume and fees needed to fund the rebalancing.

There is no insolvency. It’s a processing period. We need to see volume in the pools; as long as they are moving, the system is working. Patience is the only play here.

[HeyHo @HeyHoCrypto]

@Uniswap @haydenzadams Could you please make normies' life easier by allowing us to add liquidity thru 1 token max? at the moment, i need to manually put together the right mix (61%/39% wbtc cbtc) in order to fully deploy my cbtc token. thanks🫡

[HeyHo @HeyHoCrypto]

@ScottAdamsSays rest in peace🙏

[HeyHo @HeyHoCrypto]

Key takeaways:
1) diet > energy > exercise > productive
2) learning multiple skills to avg level better than one specialty area
3) control yr ego and stay in the game long enough for opportunities
4) goals for losers, systems for winners

[Messari @MessariCrypto]

We are so back!

The Messari Theses for 2026 is live and available for free.

Jump into the full report now ⬇️

[HeyHo @HeyHoCrypto]

@cz_binance I think binance ecosystem is buidling way too fast. Can you give us a recap of what you guys have built or heavily invested in on yearly basis, in particular in 2025?🤓🫡

[HeyHo @HeyHoCrypto]

Work harder, and they will pay you more tokens 😍

[CZ 🔶 BNB @cz_binance]

那种久违的感觉：被套的牢牢的。😂

[HeyHo @HeyHoCrypto]

小學的味道🤣

[CZ 🔶 BNB @cz_binance]

还有瓜和我有关系？行情太淡，大家没事干了？🤣

看了一下，和Tintin所有的互动：发过3条信息来回，见面聊了10分钟。

和Peter辩论前，见了几个KOL，包括Tintin。刚好想有人递给我盒子更好。就临时决定的。之前没有安排。

大家关心其他人吧。听说那个谁和谁。。。 😂

[BookNote @BookNoteApp]

7 Books Recommended by Sam Altman:

1) Read Write Own by Chris Dixon

"Read this book to understand a compelling vision of where the internet should go and how to get there."

[HeyHo @HeyHoCrypto]

Let's see if wood is correct this cycle🤓

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Ark Invest’s Cathie Wood says #Bitcoin’s 4-year cycle is going to be disrupted, and we may have seen the lows already 🚀

[HeyHo @HeyHoCrypto]

Respect🫡

[CZ 🔶 BNB @cz_binance]

Didn’t do a photo session after today’s talk as I didn’t want to draw any crowd away from the next speaker, the bitcoin bull @saylor. Now thinking about it, no one would do selfies with me anyway when they could listen to Saylor talk. 😂 See you around in UAE. 🙏