ΞTH P⟠rtisan

Crypto Enthusiast and all around nice guy. Author of 'The Funnyside series' of crypto investing books. Helping people get comfortable with Crypto since 2017

[ΞTH P⟠rtisan @deanrey3]

Still building out the Automatic LP Manager... adding new features daily. Just added Telegram notification support. A few bugs left to iron out, but it’s getting close to a GA release 🔜™️

[ΞTH P⟠rtisan @deanrey3]

Got bored over the weekend so I teamed up with Claude and built an auto-rebalancing Uniswap LP manager in Python.

It polls Uniwap LP position every 15 mins. If the LP is out of range for 30+ mins it:
• removes liquidity
• collects the fees
• rebalances the coins 50 / 50
• remints the LP at a new range

Who knows, I might release it publicly.

Bear markets are for building 🛠️

h/t @Uniswap

[ΞTH P⟠rtisan @deanrey3]

Prrp wars back on

[Brian Armstrong @brian_armstrong]

Something that got missed in the noise last week: Coinbase got approved to offer true global crypto perps in the US. This took many years of work, and we're the first to offer this global liquidity to US users.

Backstory: For many years crypto trading has been moving offshore because the US didn't have clear rules, and perpetual futures were a superior product that traders wanted but it wasn't allowed in the US.

If we're being honest, probably ~half of all perpetual futures volume was Americans using offshore products via VPN with loose KYC controls (an open secret in the industry). Penalties for this were rarely, if ever, enforced, which as you can imagine, was frustrating for us as an American company following the rules. Others set up offshore entities and found ways around it.

After dozens of personal visits to DC, and many more from our policy team, I'm really proud we finally got approval to give US users access to true, global perpetual futures. This is important because we'll now see pooled global liquidity in perpetual futures, with the US and international markets being connected instead of fragmented.

Coinbase is strongest in the US, and the US is the largest market for trading, so there is now a chance to build a global network effect around liquidity. And US traders can now use these products in a compliant way with a US company, which hopefully provides greater customer protection.

Major credit to Chair Selig and Atkins on recognizing the importance of this for US capital markets. And we will keep working to update the system in a compliant way, and to be the best place you can trade.

[ΞTH P⟠rtisan @deanrey3]

@espenstrand What's that water thing on his back? Looks like something from Rocky lol

[ΞTH P⟠rtisan @deanrey3]

Y'all really looking to break @MicroStrategy hah 😏

[ΞTH P⟠rtisan @deanrey3]

So how is @MicroStrategy able to pay 11.5% APR on $STRC / Bitcoin when BTC has no native yield? 🤔 Smells like another Terra Luna

[The Chopping Block @_choppingblock]

.@ethereumJoseph told us not to call it the Second Foundation but also told us SharpLink, BitMine, and ConsenSys are becoming Ethereum's "decentralized commercialization engines" sooooo

Timestamps
00:00 Intro
01:06 Saylor Sells BTC & Market Panic
05:07 STRC Death Spiral & DAT Risks
07:07 Ethereum Foundation Exodus & CROPS
13:04 The "Not Second Foundation" Debate
17:58 Quantum Q-Day: 50% by 2032
23:47 Is All of DeFi Unsafe?
31:11 ZK Composability & Bridge-Free Architecture
34:19 Security Deployment Lag & AI Arms Race
40:18 Anti-Fragility & Formal Verification
47:36 Zama USDC Freeze & Privacy vs Courts
50:33 CFTC Perps Approval & Hyperliquid at $75
55:53 Hyperliquid's Distribution Flywheel
01:00:46 Joe Lubin's Ethereum Bull Case

🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!

🎥 YouTube: https://t.co/u9Hei5FJX7
🎧 Spotify: https://t.co/0ilprLbily
🍎 Apple: https://t.co/jrnmstoLAN
🎙 Podcast Home: https://t.co/r6OZC52hUx

[ΞTH P⟠rtisan @deanrey3]

@BasedMoneyLich Kidneys cost a lot these days man

[ΞTH P⟠rtisan @deanrey3]

@martypartymusic @EricBalchunas But but but CZ said he's just an average crypto guy who has no influence on price lol

[ΞTH P⟠rtisan @deanrey3]

@saylordocs Cos more people are selling duhhh

[ΞTH P⟠rtisan @deanrey3]

@saylor What's it like to work without kidneys? 😏

[ΞTH P⟠rtisan @deanrey3]

@laurashin Strategy should hire this guy lol

[ΞTH P⟠rtisan @deanrey3]

@Saveo_pro @pete_rizzo_ It shows he doesn't understand market behaviour. Strategy is f**ked.

[ΞTH P⟠rtisan @deanrey3]

@pete_rizzo_ His real estate analogy ignores liquidity, which makes it misleading. If you suddenly flood the market with land for sale in the same area, supply overwhelms demand and the market value of comparable land would likely collapse. The same principle applies to any asset market

[ΞTH P⟠rtisan @deanrey3]

@pasi_hokkanen @duonine Luna could have paused / reduced the dividend but do kwons ego wouldn't let them. The same ego that will be Saylor and Strategies downfall

[ΞTH P⟠rtisan @deanrey3]

@duonine Afraid you are right ser https://t.co/irtlIKTJo6

[ΞTH P⟠rtisan @deanrey3]

So how is @MicroStrategy able to pay 11.5% APR on $STRC / Bitcoin when BTC has no native yield? 🤔 Smells like another Terra Luna

[ΞTH P⟠rtisan @deanrey3]

@BlueBayNetwork @saylor Exactly what I been asking lol https://t.co/irtlIKTJo6

[ΞTH P⟠rtisan @deanrey3]

So how is @MicroStrategy able to pay 11.5% APR on $STRC / Bitcoin when BTC has no native yield? 🤔 Smells like another Terra Luna

[ΞTH P⟠rtisan @deanrey3]

@OnChainHutan @saylor I doubt the moaning has anything to do with the quantity sold

[ΞTH P⟠rtisan @deanrey3]

@Chilearmy123 Gripping stuff... Thought you were gonna punch him lol

[ΞTH P⟠rtisan @deanrey3]

But but but @TaikiMaeda2 said Saylor would be buying a shit ton of Bitcoin not selling. Rugged again!! 😫

[Taiki Maeda @TaikiMaeda2]

The Holy Trinity Crypto Portfolio

[ΞTH P⟠rtisan @deanrey3]

Dude talking bout bitcoin price depegging like it should be fixed to $100k 😂😂😂

[Parker @TheOtherParker_]

@Strategy showing willingness to sell bitcoin:native is HUGELY beneficial for $STRC holders. They just proved that nothing is a sacred cow and they will defend the dividend at all cost. That effectively unlocks the entire balance sheet + the common ATM to support the dividend on $STRC.

Obviously nothing is guaranteed in life and bitcoin:native could certainly fall to $5k again, but I feel pretty darn confident in the $STRC dividend.

That doesn't mean the price can't depeg like we are seeing now, but as long as you're not levered against it (you're not levered are you, anon?), you can just ride it out and clip dividends.

[ΞTH P⟠rtisan @deanrey3]

@TheOtherParker_ @Strategy $STRC has Ponzi-like economics. Prove me wrong.