Haan Wahi!

Don’t like chai but love biskoot in chai. Marketing @ 🐧

[Penguin India @PenguinIndia]

Statement from the publisher.

[Haan Wahi! @KavyaWahi]

So happy to be working on this book with @vijaylokapally and @AkshayLokapally.

If you see this tweet, read the book!

[Never on the Backfoot @neverontheback1]

We talk about why the book looks at Indian sport beyond cricket, the challenge of narrowing decades of history into just 40 moments, and how ideas of success, failure, and transformation have evolved over time.

[Haan Wahi! @KavyaWahi]

Had the most amazing time conversing with you! 🥰🙌🏼
Can’t wait to do more sessions together!

[Shobha Tharoor Srinivasan @ShobhaTharoor]

Made a quick visit to @mbifl2026 It always feels like a homecoming- familiar faces, warm welcomes, soul food, & meaningful conversations with old & new friends. I had two wonderful moderators @NirmalaGovindar & @KavyaWahi What a privilege it is to work in this space.

[Haan Wahi! @KavyaWahi]

@Akkukap @monprotocol I’m a hyperliquid fan

[Haan Wahi! @KavyaWahi]

@Akkukap @monprotocol Best tweet

[Akku @Akkukap]

I’ve been a Hyperliquid maxi for a long time, and HL still remains my largest position in Web3. But a recent decision by the team has been extremely disappointing to see.

Earlier this year, @monprotocol acquired the $MON ticker on HL for ~500k:
https://t.co/5TnzDkOB86
The rationale was that CEX interactions were frustrating, and the Pixelmon team wanted to align with a fully decentralized venue. The token ultimately didn’t gain much traction on HL (very low volume, practically a waste in hindsight), but at least the team had secured an immutable asset.

Fast forward to Monad’s launch, and suddenly the MON ticker on Hypercore now refers to Monad, not Pixelmon. So I checked with the Pixelmon team assuming they must have sold the ticker.

Turns out they didn’t.

Hyperliquid simply changed the frontend names:

Pixelmon is now shown as “Monpro” on UI (but still $MON on-chain).

Monad is shown as “Mon” on UI (but is actually $UMON on-chain).

So technically the ticker is immutable, but from a consumer perspective the actual UI identity has been reassigned. And realistically, no one cares what the ticker is on-chain when the UI shows something else.

If this isn’t effectively a ticker grab, what is it?

Pixelmon paid 500k for something that the frontend can override at will, while Monad (or rather @unitxyz, who is clearly closer to the HL team) gets the visible name without paying for it.

To be clear, this doesn’t materially affect Pixelmon’s future. But on principle, it’s wildly disappointing.

Is this the ethos Hyperliquid wants to stand for?
Centrally aligned players first?

What message does this send to smaller teams who choose HL because they believed “listings without fuss” meant UI consistency and fairness? Are we now saying:

“You can buy the on-chain ticker, but we’ll decide the visible name depending on who we talk to”?

Tagging @chameleon_jeff @iliensinc because this seems like a serious breach of HL’s own stated values, and I’m not sure whether this decision was fully acknowledged at the top.

For clarity:

Pixelmon ($MON): 0x622cf551933f19f9136303dcab56488c

Monad ($UMON): 0x58dae745c8c5fed4012f35ef39829c2d

Frontend:

This requires an explanation imo and its not about this particular case but more problematic for the overall direction team wants to take. To me this is a clear slap on the face of smaller teams being allowed to be strong-armed by privileged partners.

@sershokunin can you also pitch in as to what happened here?

[Khyrunnisa @khyru]

It's launch time again, and it's a double launch! 'Agassi and the Great Cycle Race' and 'The World of Butterfingers: The Halloween Adventure and Other Stories' will be launched by @ShashiTharoor at 4.30 pm on Saturday 15 Nov in Trivandrum. Please come!

[Akku @Akkukap]

A proposal for @opensea to invest $2 Million in NFTStrategy tokens to ignite NFT Market Velocity

Executive Summary:

This proposal outlines a strategic $2 million investment in the https://t.co/64nREEZFco ecosystem to catalyze a powerful, self-sustaining flywheel of NFT market activity.
My Recommendation is for a $1 million purchase of PunkStrategy ($PNKSTR) tokens and a $1 million diversified investment across five other strategy tokens corresponding to blue-chip NFT collections.

The core of this strategy lies in the protocols' design: trading fees from these tokens are automatically used to purchase floor NFTs from their respective collections, which are then relisted for profit. The proceeds from these sales are then used to buy and burn the strategy tokens, completing a virtuous cycle that drives token value and NFT sales volumes simultaneously.

The financial model, based on current on-chain data, projects this $2 million investment can generate over $2.1 million in incremental, high-margin fee revenue for OpenSea annually, alongside a potential 5-10x appreciation of the initial capital investment.

This high-ROI initiative will not only deliver substantial financial returns but also position OpenSea as the definitive leader in the next wave of NFT market innovation, securing unparalleled support from the ecosystem's most influential communities.

2. Proposed Allocation

$1,000,000 in PunkStrategy ($PNKSTR)
$1,000,000 allocated across five other tokens (approximately $200,000 each)

3. The Financial Case: Modeling the Return on Investment

This investment is projected to yield returns through two primary channels: direct appreciation of the token assets and, more importantly, incremental platform fee revenue driven by the flywheel effect. My model is based on conservative assumptions about market reaction.

Assumptions:

Incremental Token Volume: A 500% (5x) increase in average daily trading volume for the strategy tokens for the first 3 months post-announcement due to the massive signaling effect of OpenSea's investment.

Protocol Fee Capture: 8% of token trading volume is converted to ETH for NFT purchasesNFTStrategy: Extending the PunkStrategy Flywheel.

Incremental NFT Collection Volume: A 15% increase in baseline monthly trading volume for the six associated NFT collections, driven by protocol-level floor sweeps and heightened market interest.

OpenSea Platform Fee: 1.0% on all NFT sales

3. Financial Projections

Step 1: Protocol Treasury Accrual from Increased Token Volume
Aggregate 24h volume of the five active small-cap tokens: ~$914,000.
Projected 5x daily volume: $4.57M
Daily ETH generated for NFT purchases (at 8% fee): $4.57M * 0.08 = $365,600 per day.

This translates to over $10 million per month in automated, protocol-driven demand for floor NFTs from these five collections alone. A similar calculation for $PNKSTR adds millions more in purchasing power for CryptoPunks.

Step 2: Incremental NFT Sales Volume on OpenSea
Baseline monthly volume for target collections is substantial. For example, Bored Ape Yacht Club and Pudgy Penguins generated $28.37M and $21.17M in August 2025, respectivelyBored Ape Yacht Club NFT tracker, sales volume, floor values, price charts, rarity.
Assuming a conservative average of $20M/month per collection, the six collections represent a baseline of $120M in monthly volume.
A projected 15% increase translates to $18M in incremental monthly NFT sales volume on OpenSea.

Step 3: Annualized Fee Revenue for OpenSea
Incremental Monthly Revenue: $18,000,000 * 1.0% = $180,000.
Projected Incremental Annual Revenue: $180,000 * 12 = $2,160,000.
Step 4: Return on Investment (ROI) - Conservative 12-Month Outlook
Annual Fee Revenue: $2.16M
Token Portfolio Appreciation: A 5x appreciation on a $2M investment is a conservative estimate given the market impact. This results in an $8M unrealized gain.
Total First-Year Value Generation: $2.16M (Fees) + $8M (Gain) = $10.16M.

4. Strategic Benefits Beyond Direct ROI
Capture Immense Community Goodwill: This action would be a profound show of support for the core communities that drive the NFT market. Endorsing the protocols for CryptoPunks, BAYC, Pudgy Penguins, Moonbirds, and CryptoDickbutts will generate a groundswell of positive sentiment, organic marketing, and user loyalty.

Spark a New Market Paradigm: OpenSea's validation of the "strategy token" model will inspire dozens of other blue-chip NFT collections to launch similar initiatives. This creates an entirely new, vibrant category of NFT-Fi assets, with OpenSea positioned as the natural center of gravity for their trading and liquidity.

Create a Platform-Native Flywheel: Increased activity in these new tokens will drive users to our platform, creating a sticky ecosystem where users trade both the strategy tokens and the underlying NFTs, increasing user retention and lifetime value.

Thank you for your attention to the matter.

End Note : The proposal was created with Caesar which took all the data from Nansen. The instructions of methodology was provided by me.

@Rhynotic @HollanderAdam @kloss_xyz @token_works

[Haan Wahi! @KavyaWahi]

@finshots have you guys stopped editing your podcasts? The commonwealth games episode is a an unedited version with “check-check” and several repetitions.

Miss the old host who was quite articulate.

[Haan Wahi! @KavyaWahi]

@Akkukap Where are you losing money?🤔

[Haan Wahi! @KavyaWahi]

Sometimes I feel like I am a giant ball of cuteness

[Haan Wahi! @KavyaWahi]

Kitne machhar hai room mai

[No Context Brits @NoContextBrits]

Wrong answers only.

[Haan Wahi! @KavyaWahi]

So excited to bring his new book, Rhymes for the Times! Replete with fun and whimsical verses, it’s a keepsake.

[Penguin India @PenguinIndia]

We are beyond excited to announce that the legendary Ruskin Bond has received the Lifetime Achievement Award at the second edition of the Ramnath Goenka Sahithya Samman Awards. At 90, he remains a literary icon, enchanting generations with over 500 works.

[VIEW @viewsoff]

Paradise in Croatia.

[Aesthetics @aestheticspost_]

Mood:

[Rajani Thindiath (Ruhjni) (she/her) @RajaniThindiath]

Thank you Vinitha for envisioning this anthology, Mallika Dua for the lovely foreword, Priyanka Paul for the heartwarming cover, @ShabariChoudhu3—rocking editor, Gina James for that vibrant cover design, @sushi_mooshie, Sohini Mitra, @KavyaWahi + @PenguinIndia's teams.

[Haan Wahi! @KavyaWahi]

@Ryanair’s marketing compensates for their poor service.

[Haan Wahi! @KavyaWahi]

@Akkukap @jesus_nama @shanicucic96 @lastmemoriesen @JirasanOfficial 👀