b.b.b.b

[Sophon @Sophon]

SOPHON FARMING IS NEAR ((((+))))

((See you(((+)))on the farms))

We're family now right?

(+)

SHARE SHARE SHARE SHARE
LIKE LIKE LIKE LIKE

((((+))))

[Nakamotolisk.fiat @Nakamotolisk]

You need to have systems in place to measure the degree to which a view is consensus and watch for a change from a new trend to stale and mainstream. Because no matter how correct a view is, once it becomes consensus its days are numbered.

[b.b.b.b @bountainer]

@MeghUpdates How can anyone vote this man after that statement?

[Lookonchain @lookonchain]

What a legend!😱

paulo.sol has realized profits of $9.51M on $WIF, $7.04M on $boden and $6.28M on $BONK.

1/ Let's dig into his trades to see what he's buying.👇

[b.b.b.b @bountainer]

Whale https://t.co/iWnBx4pv8O

[Sophon @Sophon]

Sophon Farming.
Live Early June 2024.

$SOPH

Like & Share.
Far & Wide.

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

What's been the best performing sector over the last couple of years?

Semiconductors: 180%+

How did ARKK, GS, MS, and JPM miss this secular trend?

Instead they had Conviction Buy ratings on Tesla and Apple b/c of tech investment banking M&A conflicts.

ARKK bought Beyond Meat.

I'd rather own the real deal - Shake Shack.

Today, however, Semis are fully priced.

If Mr. Market wants our semiconductors this badly, for the right price

and we're getting there...

I'm happy to oblige.

[mert @mert]

want to get started on Solana and make a name for yourself?

Do this:

- learn sql (pretty easy with chatgpt)
- go to dune and flipside; query the chain, make some dashboards
- get good at writing
- tell stories with data
- iterate based on feedback
- you now have a network

[Sophon @Sophon]

AIRDROP SCHEDULED Q3.

There is still time.

Like and share this post.

End of tweet.

[Ansem @blknoiz06]

which have you spent more time trading onchain past 5 months

[Arkham @arkham]

On Thursday, GCR sent $1M of ETH to a new Binance deposit.

This revealed some previously unknown accounts using the same deposit address.

These accounts:
-Hold $4.3M of TRUMP and $830K of OX
-Farmed Eigenlayer with $12 Million of ETH
-Ran a sniper bot on Friendtech under the (former) name ‘azukipunk112’

Let’s dive in:

[b.b.b.b @bountainer]

@Crypt0mer People pay for your discord and still don t follow your lead 🥴. 0 iq. Why would they even buy it then

[b.b.b.b @bountainer]

@NullFUD Me too, lost 60k last night.

[b.b.b.b @bountainer]

@Crypt0mer Lost 60k USD this night, clicking link "from" favourite influencer 🥴

[b.b.b.b @bountainer]

@Pentosh1 Just lost 50k usd clicking the link for early access on syphon 🥲

[trader jones @Jones__Trader]

Quick Info On Pups Tokens (@PupsToken):

Will be on runes protocol on bitcoin. Runes is an "erc-20" for bitcoin that launches 4/20. Pups will be a token on runes protocol.

Current Supply -10m:

•7.7M tokens (can buy on @unisat_wallet or @JupiterExchange ). You will burn current tokens for pups runes on 4/20. The token price is $18.50 on unisat

•2.3M to be airdropped to rune pup ordinal holders (can buy on ME) Rune Pups will be able to burn for ~210 pups. The current price of those tokens is ~$4k.

Tokens will be burnt and redeemed for a 100:1 split, as total mcap on runes with be 1,000,000,000

and @blknoiz06 loves it 🌎☮️

[Sophon @Sophon]

Retweets are virtuous...
Let’s all follow Sophon @sophonxyz

End of tweet

[DeFi^2 @DefiSquared]

Amusing to see Worldcoin trading at over $90 billion FDV, a higher valuation than OpenAI itself. I posted back in December saying exactly that I believed this squeeze should happen due to its extreme low float and narrative/meme status. However, the situation is likely to change very soon, as it seems that most buyers at the current price are unaware that new "hidden" emissions have just started to exponentially ramp up, and will soon leave many entering at a price that will never be reached again in the coin’s existence.

Most buyers seem to be mistakenly fixated on the date of the July VC/insider unlocks as being the first major supply increase for the coin, and are bidding at current prices believing they are safe for 4+ months. However, the reality is that WLD is actually just starting to steadily ramp up real weekly emissions to users (this is different from the emissions to the foundation which do not immediately circulate). Starting this week for example, Worldcoin will stream over 10M WLD ($92 million notional at current prices) to retail wallets over the following two weeks, and will continue doing so every two weeks after at higher rates. A chart of real circulating supply can be seen here, showing the beginning of the ramp-up. Just last month alone, circulating supply increased by 25%, and will do so by an even larger amount over the next month.

The Worldcoin foundation also has full mobility of the unlocked foundation treasury, from which they can sell tokens OTC, and I suspect are likely to at the current overinflated prices. Worldcoin's cofounder even stated in a direct quote in August that the purpose of the original market making agreement was to "prevent the price from spiking to something like $10"- so the risk of the foundation stepping in to suppress volatility continues to be a real possibility that would put in a permanent top at a moment’s notice.

Until now, it actually made a lot of sense that WLD was able to run hard, given it was at just $200M market cap with low inflation. But at current prices the market cap (now $1.4 billion) is reaching levels difficult to squeeze, and contrary to most retail’s belief that there were no unlocks until July, WLD’s circulating supply will be quickly inflating every week. So the odds of unwittingly buying into a permanent pico-top actually become quite significant from here, with the R:R of this growing increasingly higher every day until July, at which point there is a literal guarantee of the price trading lower than now. As a reminder, from previous bull markets around 97% of altcoins in the top 200 eventually ended 90% down or worse (shown in below image)- and WLD, essentially a meme coin valued higher than Open AI, will be no exception.

While I believe this is a generational entry to short from, I'll still emphasize: these types of coins almost always tend to push higher than people expect, and there remains a high possibility of going up more before putting in the permanent top. Most people likely don’t have the patience, margin, or willpower to ride short if it pushes higher first. But at the minimum, you probably don’t want to be holding spot given how quickly the situation here can change.

[TardFiWhale @TardFiWhale]

1/3 I’m calling out @CryptoHayes and @cobie who are invested in Ethena and have large followers to push Ethena to respond before TGE.

Ethena is critically flawed and WILL fail. There are solutions to fix it. I simply ask for a public commitment to a bounty that will be donated

[path.eth 🛡️ @Cryptopathic]

Many new 'metas' are forced by a party injecting demand into their own/locked liquidity to give the appearance of momentum, or success.

If you're interested in reading it, Wolong's full god.pdf is hosted here:
https://t.co/p3PZdO5553