お蕎麦好き

クリプトと株が好きな蕎麦です 2億円作りたい。btc4年サイクルを信じる 好きな言葉はbuy the dipとsend it

[お蕎麦好き @bitmoneyad]

$near チュートリアルみたいなチャートしててありがたい

[お蕎麦好き @bitmoneyad]

今こんな世界なのか

[taetaehoho @0xtaetaehoho]

how you could've figured out @papertrade_xyz well ahead of launch

1. papertrade had 2-3 testnet deploys that were very public. You could
a. decompile the contract (guess function sigs by hashing different inputs)
b. figure out that the relayer had size then FCFS priority by looking at landed transactions then reverse-eng the relayer implementation (because the test instance didn't vary expiry of submitted txs)
c. figure out exactly what tx shape you had to send the relayer

this allowed you to figure out
1. you had to submit 10m orders
2. you had to be fast

you could easily guess infra was in tokyo and you could send the same tx with repeat nonces multiple times and only one would be included.

2. in the previous deployments there was a 5m OI cap and a keeper that raised OI caps by only 5m per block
- this meant being fast after OI caps raised was important
- so read latency was important (ie. you could've run your own non-validating hype node)

3. the docs clearly outlined deadband + fees per price band. Therefore you could build volatility dependent trading that
a. took higher lev trades during low vol and closed faster
b. took lower lev trades during high vol and closed on bigger moves
these could bring your blended cost down

4. everything else was reaction on first day
a. did you adjust strategy based on 150m pre-deposits therefore making it clear being early was paramount?
b. were you willing to lose commensurate amount by having a view on what total trader losses would be as a % of predeposits?
c. did you adjust leverage and position closing based on low volatility on the weekend
d. did you have a thesis on how sticky flow would be and therefore farm longer than some of the guys that only traded day 1

anyway just random thoughts as a bystander from the discourse that i see about it on X.

[お蕎麦好き @bitmoneyad]

流石に月曜からは厳しいかなぁ　と思ってヘッジすると上がるんだよなぁ

[ツァビ @coinkeiba]

しょぼ量だけど、自分が持ってる分だけヘッジさせて頂きました。
$PAPER

[お蕎麦好き @bitmoneyad]

ショートできる🎵

[Paragon @tradeparagon]

PAPER is now trading 24/7 on Hyperliquid.

$PAPER is the native token of @papertrade_xyz, a synthetic perpetuals platform on HyperEVM, minted to traders from realized losses and stakeable for a share of platform fees. The contract trades as a Pre-Launch perp that converts to a normal perp.

[お蕎麦好き @bitmoneyad]

ledgerのおかげでビットコインの買い場くる？

[お蕎麦好き @bitmoneyad]

$near 指値刺さってたけどさらに下げてるナ

[お蕎麦好き @bitmoneyad]

才能に溢れすぎてる

[とむい @tomuisan]

地球まるごとをゲーム内に再現することに成功した！
とりあえず「らくがき」をテーマにしてみた。
どう塗られていくのか、大大大規模��験🌎

らくがけ（ブラウザで即プレイできます）
https://t.co/LdNszxFC0g

[越前🐕 @taraba777]

papertraderはキューのせいで賢しげな戦略は全て破綻してて最速で1万ドルで1000倍で適当にポジる

これが正解でした・・・

[お蕎麦好き @bitmoneyad]

papertrade Queue競争に負けて撤退しました　2000ドルじゃポジションすら取れなかった

[お蕎麦好き @bitmoneyad]

papertrouser買えなかった　これが突き抜けれる人との差

[お蕎麦好き @bitmoneyad]

強そうな人たちほどpaper見送ってる気がする

[お蕎麦好き @bitmoneyad]

papertrade 2000ドル入れて1000ドル削ることにします　ヘッジうまくいきますように

[Mike @mikhryc0x]

The cheapest PAPER can ever be made is about $0.0012. Below that, farmers stop farming, so it works as a soft floor. A careful hedged farmer pays a bit more, somewhere between $0.0013 and $0.0016

my rough fundamental estimate sits around $0.002. That’s the USDC each new PAPER brings stakers when most of the volume comes from real degens. Every $1 a degen loses adds roughly $0.18 to the LP and $0.018 in fees, and mints 98 PAPER

[お蕎麦好き @bitmoneyad]

まつりおわり？

[お蕎麦好き @bitmoneyad]

え、なにこの反発聞いてない

[お蕎麦好き @bitmoneyad]

おはぎゃーになら���ことを願って明日まで持ちます

[ハンチョー @hanchooo456]

昼買ってからでも＋30%わろた
飛び乗った方、一緒にチキンレース楽しみましょう！私はまだ余裕で握ります💪
$QTC

[お蕎麦好き @bitmoneyad]

$qtc ゾワっとする上がり方してる

[pixel @spacepixel]

Back in my day if a coin had a website it was bullish.

[お蕎麦好き @bitmoneyad]

@nftboi_ こんにちは！最初のプロジェクト発表時期に変更はありますか？アジアは10月になっちゃった😁

[Umia @umia_finance]

We’ll be announcing the first project of Cohort 1 later in the month, so make sure notifications are on 🔔

Onwards and Upwards!