DCF GOD

care less

[ether.fi Foundation @ether_fi_Fdn]

Crossed 3000k ETHFI in total buybacks

[Daniel @0xDani]

market's bleeding. two EtherFi Cash users went shopping for hundreds of thousands of ETHFI

- one bought 337,901 ETHFI and sent it to EtherFi Cash on top of his VIP. now holding 1,186,330 ETHFI

- another bought 135,177 ETHFI and staked it in EtherFi Cash. now holding 150,000 ETHFI. Pinnacle unlocked

1.33M ETHFI. two users. zero panic

[Bankless @Bankless]

NEW EPISODE - How a Top 100 Hyperliquid Trader Finds the Next Big Trade

@koolkrypto223 rarely uses more than 1x portfolio leverage. His approach? Avoiding blowups, spotting mispriced assets, and staying in the game long enough to capture the big opportunities.

He joins @TrustlessState to break down how he finds undervalued crypto tokens, why he favors $LIT over $HYPE in the short term, the bull and bear cases for @Zcash, and why crypto options could be the next major growth market.

CHAPTERS
---

0:00 Trading Without Blowing Up
05:25 KoolKrypto and the Revenue Meta
10:53 The Bull and Bear Cases for Zcash
24:16 Options vs. Perps
30:08 Valuing Crypto Exchange Tokens
37:09 Hyperliquid vs. Lighter
47:17 The Crypto Options Wars
56:55 The Next Crypto Inflection Point

[TuScani | Sky-Sea🌱 ./ @TuTuScani]

LCR scaled ~150%, usage went from 4m RPD to 10m RPD & ARR went from $2.6m to $6.5m in ~4 weeks starting one week post-launch

LCR linear growth is ~$1m ARR/week. A conservative estimate easily puts their ARR 1-year post launch @ ~$30m.

Gradually, then suddenly

TuTu holds grass

[Austin Barack @AustinBarack]

2.5x growth for the $GRASS Contents API (product that delivers specialized data to improve AI model output) in less than a month

[DCF GOD @dcfgod]

@LilMoonLambo release on the same day as anthropic ipo

perfectly balanced

[Joseph Lubin @ethereumJoseph]

Why ETH is the store of value for what's coming

We are almost certainly heading into a period of high inflation and extreme economic and social volatility. As inflation and risk erode the purchasing power of nation-state money and many other assets, it will matter more than ever to hold assets that keep or grow their value.

Gold and BTC are high-powered money and excellent stores of value. ETH goes further.

Not debt-based. Like gold and BTC, ETH is not debt-based or credit-based money.

Censorship resistant. Like BTC, or gold and silver held physically, ETH transactions on Ethereum L1 can't be censored. That's true for simple payments and for complex smart contract programs like DeFi, and those programs are guaranteed to execute.

Cheap to hold. Like BTC, ETH is relatively cheap to hold and store securely.

Cheap to use at any scale. Ethereum is cheap and easy to use whether a transaction moves $1 or billions. Any well-formed transaction is guaranteed to execute.

Sound, and getting sounder. ETH is disinflationary and becomes ultrasound, meaning deflationary, during periods of high network activity.

Broadly useful. ETH has many uses across the Ethereum economy, and that economy will grow by orders of magnitude as finance, and eventually every industry, moves onchain. Global adoption of the Web protocols in the '90s and '00s transformed the world economy. Ethereum is the foundation of Web3, the user-centric, decentralized web.

Collateral money. ETH works as collateral, and collateral that grows in value over time is a powerful thing.

Home of stablecoins. Ethereum hosts the bulk of stablecoin activity. Stablecoins serve as payment money and as unit-of-account money.

Despot-proof. Like BTC, ETH can't be used by a despot to financially exploit or repress citizens. Over time that should have positive geopolitical effects.

Programmable. ETH is programmable money. You can attach arbitrary logic to transactions and build an entire economy on smart-contract-based agreements and business processes (see https://t.co/JcWtBUclr2).

Transparent or private, and auditable either way. Money and financial instruments on Ethereum can be public or private, and in both cases selectively disclosable and auditable. Privacy tools for retail and institutional users include VPNs, mix networks, shielded and privacy pools, Railgun, stealth addresses, Kohaku, and zero-knowledge proofs in many forms, including on L2s and on private permissioned EVM networks linked through bridgeless synchronous composability.

Future-proof. By the end of 2027, or partway through 2028 at the latest, ETH will be quantum-safe and AI-safe money.

ETH is the base money of an exponentially growing ecosystem that should keep growing for decades. Its monetary premium will keep rising, because retail, corporate, and government users will all need to hold some. Part of today's premium is speculative: Ethereum dominates smart contract blockchains, but it hasn't fully hit its stride or gone mainstream yet.

Machine intelligence will supercharge every scientific and technological pursuit and grow global GDP bigger and faster than any of us can imagine. Ethereum L1 and modular Ethereum L2s will undergird most of the high-value agreements, transactions, payment flows, and complex business processes behind the coming hybrid human-machine decentralized economy.

[Grass @grass]

https://t.co/xugV27N59T

[Muir @muir_eth]

Derive's market share of options OI across all CEXs/DEXs up ~4x since June

[DCF GOD @dcfgod]

30fps this is worse news than the Binance hack

Gonna be like playing a PowerPoint slideshow

[unusual_whales @unusual_whales]

BREAKING: GTA 6 will run at 30fps on all consoles, with PS5 Pro enhancements that improve ray tracing, per IGN

[DCF GOD @dcfgod]

@ether_fi Bigger or smaller news than last one?

[DCF GOD @dcfgod]

Mega announced their new product today

Most important piece: The new MEGA entity has no equity and one token: $MEGA

Personally don’t see this as just one new product and more of a pivot - clearly the chains aren’t going to make enough money to justify multi b valuations

But a product like this can

To explain it clearly

Venice gives users access to all the models but they don’t have the “best” pricing

Mega would give users access to all the models, but you don’t know who’s running them for you, it’s whoever is cheapest so you also save a ton of money

Remember all those companies that sold access to Claude for a fraction of the api costs? What if they all came together as a decentralized network

Note: dcf cap seeded mega

[MEGA @mega_holdings]

Today, we commit $30 million to build new products on MegaETH, starting with AI inference.

https://t.co/vcKCG0957b

[DCF GOD @dcfgod]

The future of gaming and humanities final man made masterpiece all at once

[DCF GOD @dcfgod]

We’re getting gta6 and the anthropic ipo on the same day?

[Dream @dreaming]

1/ Call and put spreads are now live on Dream

[Derive.xyz @DeriveXYZ]

Coming soon.

[DCF GOD @dcfgod]

It was probably this and not the spy

*RUBIO:TALKS NOT PRODUCTIVE, IRANIAN DEMANDS SIMPLY UNACCEPTABLE

[DCF GOD @dcfgod]

Did the Chinese spy get Vitalik too wtf is this

[Daniel @0xDani]

some people wait for the bottom. this EtherFi Cash user just bought 1M ETHFI

- bought and deposited 831,190 ETHFI into EtherFi Cash
- borrowed USDT against his ETHFI
- bought even more, bringing his total to 1,002,756 ETHFI

ofc instant VIP and the gold card

someone's bullish

[Señor Tilt @senortilt]

🏎️ The $750,000 GENGAR FERRARI SF90 HAS BEEN PULLED 🏎️

Someone just ripped a Grand Prix pack on Tilt Rips and changed their life with one of the biggest wins in GACHA HISTORY.

• 5,000x Multiplier
• 32 year old husband and father of 1 from Alabama
• Picked "risky" setting and had "instant rip" on
• He initially thought he won $7,500 not $750,000

Our pack values are FAIR and LEGIT. We changed a customer's life tonight.

Should we put another Ferrari into the pack? I vote yes.

Senor