For founders planning a TGE: Your market maker choice matters more than you think. In low-float environments, MM quality determines whether you get: - Stable price discovery - Or post-launch collapse We broke down the data. Link below 👇
https://t.co/45yVtZMsEb
Across the 126 listings we researched in 2025, most market-making failures weren’t about volatility or liquidity; they were caused by misaligned incentives. If you’re designing an MM structure, remember: structure is strategy, and incentives decide outcomes.
Read new research to find out what decentralized finance is and how it may lead to a paradigm shift in the financial industry #DeFi https://t.co/a9WY40xbEa
@stlouisfed Do we remember this :) We are cooking on new liquidity provision protocol allign incentives from start non PvP but build together as community!
Hot take: Low-float tokenomics can work.
Japan's TSE Prime requires 35% float. Indonesia allows 7.5%. Both have successful IPOs. The variable that matters? Liquidity partner quality.
New @HonestMM_ research explains why 👇
https://t.co/45yVtZLUOD
Low key observation: we've seen quite a bit of OTC activity in Nov/Dec on $RIVER leading up to those big Bitget withdrawals—that's likely how a good chunk got funded/positioned early.
Combined with the concentrated supply moves (~$22M avg ~$4.12) + negative funding drawing in shorts → perp squeezes on thinner spot liq.Projects often frame the price run as strong momentum.
Holders love it. Market makers eat the vol. Others watch for signs of overextension.
Classic early token playbook: OTC accumulation ahead of listings/perps can set the stage, but it shapes how "organic" the demand looks.
Appreciate the Arkham transparency for digging in: https://t.co/7pB7OXotUg
I have uncovered a massive entity that cornered most of the $RIVER supply using @bitget and managed to make a profit of more than $300 MILLION
These are 2418 addresses and the explanation on how they operated
🧵
I have uncovered a massive entity that cornered most of the $RIVER supply using @bitget and managed to make a profit of more than $300 MILLION
These are 2418 addresses and the explanation on how they operated
🧵
we’re seeing too many stories lately about non-transparency
misled ICO buyers, confused KOLs and "market makers" inflating volume
the era of opaque market making is over🚫
HonestMM Intel Framework:
a combination of on-chain data, social signals and AI agents to help you vet liquidity partners with actual confidence
don't fly blind. join the waitlist 🔗link in bio.
@kirbyongeo nothing screams 'we care about our contributors' like forcing people to scramble on Saturday/Sunday or lose access forever
peak transparency 😂
incentives are everything
coinbase wins when crypto is a high-fee, walled garden
the 'community' wins when crypto is a low-fee, open utility.
if the bill forces tokenized assets to follow 'stock rules,' it simply means we can't fake the volume anymore
the only people afraid of that are the ones selling tickets to the 'trading game'
let's build the rails that outgrow the companies"
@RWAwatchlist_ the backlash is the most predictable part of the cycle
in crypto, 'FUD' is just what bag holders call risk management before the rug hits
when a project like $OM shows 'abnormal' signs the warning isn't hate
it's an audit.
truth #1 explains Truth #5.
the reason 'long term belief in alts' buries you is because of the 'option + loan' market making deals signed before launch
while retail is 'believing,' the MMs and insiders are mathematically incentivized to dump their pre-market bags to hedge their positions. the 'burial' isn't accidental; it's structural.
survival (#10) isn't just about holding BTC
it's about avoiding the 'extraction schemes' (#2) by verifying the liquidity structure before you buy
10 uncomfortable truths about crypto:
1: Most money is made before you can even buy the token on the open market.
2: Memes were promoted as “for the people” but were sophisticated money extraction schemes.
3: A great protocol doesn’t = great token.
4: InfoFi democratises access to kol content but underpays 95% of people who are participating for the bottom tier of deals.
5: Alt coins will present opportunities but long term belief in your bags will bury you, oh, and if you think long term means holding for 1 year, I mean more than a fortnight.
6: The smartest individuals don’t share their thoughts and plans publicly, they keep them private in telegram chats.
7: You either survive long enough to become a Bitcoin maxi or die an altcoin maxi.
8: We’re so very lucky to have Vitalik Buterin.
9: You won’t make it by randomly clicking a button, whilst crypto offers the best opportunities via its volatility, it equally takes them away.
10: The game is won through survival.
It takes a while to arrive at these thoughts, and you eventually get to there through managing to survive your first bear market, your first huge drawdown, your first liquidation, your first rug pull, your first mistake and read on the market, your conviction placed on the wrong cryptocurrency.
I will continue to play crypto as risk on vs risk off seasons with the ultimate goal of increasing sats.
I want more bitcoin, that is the goal.