hariskey

Private Equity/Credit, x*y=k^2
Macro

[hariskey @dynexara]

https://t.co/VdGj6NpDIQ

[hariskey @dynexara]

The owner of DWF Labs has already recommended the best strategy hehe 😛

[Andrei Grachev 🦅🟠 $FF @ag_dwf]

Supply control and a big story are the key
After this “extraction” stage ends, tokens will be highly likely priced based on hard metrics - revenue, TVL, user base or any other business parameters

Those project that will not have great performing yet, will need to be able to sell big stories in order to capture market and investors attention.
For pre TGE coins it’s kinda easier - people gamble around imagination
But for already listed tokens it’s going to be challenging - if too much supply is out of control, then harder to create any positive price impact, then much harder to get attention (remember - people buy pump).
Conclusion - find projects with great metrics or great stories, that have enough cash or strong financial partners to buy back supply and control it properly. These are the best bets now.

When market is up - they will outperform and it should be very lucrative to offload bags easily on high demand.

Think different. Cheers

[hariskey @dynexara]

Do you think this analytical report is accurate in terms of timing?

BTC Down from ATH: -55%

[hariskey @dynexara]

https://t.co/2ginkz9TXl

[hariskey @dynexara]

@laofeiyyds 207113192

If I actually received 1000 USDT, I would write a detailed analysis praising you, hahaha.

[hariskey @dynexara]

Articles containing so much insight like this usually get very few readers.

I don't want to use the "ROI" marketing tactics that other KOLs use for their personal branding.

[hariskey @dynexara]

https://t.co/2ginkz9TXl

[hariskey @dynexara]

Send it to which future?

[hariskey @dynexara]

@aleabitoreddit I care more about 100 million views than $5,000.

[hariskey @dynexara]

@web3jiucai111 0x126fadb82cc4ab91e6cd03accaf209fb6d1ffaab

$PALU, entry now

[hariskey @dynexara]

I want to produce something that helps me quickly gain traction?

What topic do you want me to analyze and evaluate?

[hariskey @dynexara]

@zoetoshi good

[hariskey @dynexara]

@predictdotfun Brazil 2- 1 Haiti

[hariskey @dynexara]

Conclusion: Your ability to hold Aster ultimately comes down to one thing: whether your capital efficiency and patience are strong enough to stay invested long enough to reap the rewards.

Price appreciation follows a fairly predictable path: narratives are crafted first → users grow → real revenue emerges → the business matures.

(Aster is still very much in its 0→1 phase. Everything still needs growth.)

I’ve been in the crypto market long enough to learn countless lessons about what truly makes an alpha token and by alpha, I mean a token that can generate substantial price appreciation.

Recently, Aster announced a change to its tokenomics. In simple terms: the protocol increased its fee buyback allocation from 80% to 99%. To me, this is merely a balance-sheet optimization across different microeconomic components of the ecosystem.

Yeah, I agree a higher buyback ratio means little if trading volume doesn’t grow, right?

People keep pointing out that inflation is still higher than buyback and burn. They say it would take 55 years to reduce the supply to 3 billion tokens.

I would bet that the supply reaches 3 billion far sooner than most people imagine. Think in terms of game theory.

But most of you are too inexperienced to see it.

You’re only chasing short-term profits. Your expectations for Aster are incredibly short-sighted, and when those expectations aren’t met immediately, you turn your back on it. Meanwhile, the haters spend all day making comparisons. If they were actually smart, they’d be making money from both $ASTER and $HYPE whenever volatility creates opportunities.

The bigger picture for Aster is exceptionally attractive, and I understand deeply the strategy behind a business whose native token, brand, and identity are all tied to the vision of a major founder.

Aster going to zero?

I’m confident it won’t collapse the way many of you think it will.

Anyone willing to take that bet against me?

Just look at how BNB grew. Look at Solana when it traded below $3.

Back then, crypto barely had any real revenue. Most projects were generating little more than token-driven revenue.

[hariskey @dynexara]

I don't see any analysis or commentary from you, you're just repeating the same news sources. I think you should focus on your business.

[Gracy Chen @Bitget @GracyBitget]

One thing I found especially interesting about this FOMC was not just the rate outlook, but how Kevin Warsh seems to be changing the way the Fed talks to markets.

The policy statement was cut to roughly 130 words, around 60% shorter than the previous one. A lot of the language markets normally use to guess the Fed’s next move was simply removed.

Warsh also did not submit his own dot-plot forecast.

So while the dots turned more hawkish, we still do not know where the Chair himself thinks rates should be by year-end.

His approach seems quite clear: explain today’s decision, but avoid promising what comes next.

With fewer signals from the Fed, every CPI report, jobs number, wage print, and even a small wording change could trigger a much bigger repricing.

That is something worth watching across assets:

➡️ A higher-for-longer rate environment could continue to support the USD
➡️ High-valuation tech, small caps, and highly leveraged companies may remain more sensitive
➡️ Gold could stay caught between higher real yields and demand for inflation or geopolitical hedging
➡️ Bitcoin and crypto may react even more strongly to dollar liquidity, rates, and broader risk appetite

For AI stocks, I am watching two signals in particular:
➡️ whether revenue growth starts slowing
➡️ whether CapEx on data centers, chips, factories, and infrastructure begins to cool.

My main takeaway is that the biggest shift under Warsh may not only be a more hawkish Fed.

It may be a market with fewer hints, more dependence on incoming data, and bigger swings whenever expectations change.

[hariskey @dynexara]

Aster is an extremely big gamble for me, against all Aster anti-fans and the world in general.

[CZ 🔶 BNB @cz_binance]

Was busy meeting a few country leaders and regulators in Asia to advance crypto. Making good progress...

[hariskey @dynexara]

@hamybinance Thank sir

[hariskey @dynexara]

@hamybinance Can I receive the items above?

[hariskey @dynexara]

Up 15% from this news.

I have a feeling a familiar rapid growth strategy is coming soon. #BNB

[Aster 🥷 @Aster_DEX]

[Tokenomics Update] $ASTER Buyback and Burn Steps Up to 198%

Aster is upgrading its buyback so the platform's own activity both rewards stakers and sets $ASTER on a deflationary path.

Starting from 12:00 PM UTC today, 99% of Aster's daily platform fees buy back $ASTER. An equal amount of $ASTER is burned from reserve, matching the buyback one for one.

The bought-back $ASTER goes to stakers. Each epoch it is added to Loyalty Rewards (300K $ASTER base, plus the buyback amount), distributed to veASTER by lock weight.

The burn takes team allocation first. $ASTER launched with a total supply of 8,000,000,000. The burn continues until total supply reaches 3,000,000,000.

Buybacks run automatically via TWAP across each day and settle on-chain. The buyback and the burn are both public and verifiable:

- Buyback wallet: 0xa0edBaBcb48034e368de286b49F9603C7AfA1b60

Every permissionless listing on Aster Spot pays a 50,000 USDT fee, used to buy back $ASTER as extra staking rewards.

- Listing fee wallet: 0x39C473f4420e4ae9Ab3fe9e7ceDFc08F9684bB1a

Docs: https://t.co/NU0NXQPPch

[hariskey @dynexara]

@FIFAWorldCup Amazing

[hariskey @dynexara]

A hat-trick for the genius Messi. I'm worried about Ronaldo (CR7).

[hariskey @dynexara]

@MHuy_hccventure I quite liked your analysis report on $WLD; the data was very good in terms of quantification.

However, the report lacked depth and consistency in its investment arguments compared to the data.

[hariskey @dynexara]

When @cz_binance said this would be a supercycle, I personally think he wasn't wrong, although the prediction process for both is different,

But my prediction of the outcome of the supercycle and his are the same.

[hariskey @dynexara]

Final: @realDonaldTrump will take everyone to the moon (super cycle)

The market is pricing based on this news. My personal assessment for the first 5 months of 2026, with Trump, is that the US is revolving around 3 trump cards:

(1) The Fed's room to cut interest rates
→ The probability has narrowed significantly. This card is failing or not yet usable. We have to wait for the third card to activate it.

(2) CAPEX AI → This card is quite strong and is a clear advantage for Trump. However, the input infrastructure is still severely imbalanced: >55% is on the Chinese side (Xi's side).

(3) The final trump card: Deregulation + Fed’s long-term policy framework

*The Fed continues to maintain the 2% inflation target, but explicitly emphasizes that this is a longer-run goal. The implication is clear: there is no need to tighten policy aggressively right now, even as CPI heats up to 3.8%.

*As a result, the current interest rate band of 3.5%–3.75% still has room for rate cuts and does not necessarily require an immediate hike.

→ When deregulation is fully unleashed (capital requirements have already been proposed to be cut by 4.8–7.8% since March 2026), banks gain significantly more flexibility in capital allocation.

→ Treasuries become far more attractive assets (better HQLA treatment + lower capital charge) → Banks aggressively absorb government bonds → Large amounts of capital are released and circulate much faster throughout the system.

Source:
https://t.co/i9cL7dgGiT

https://t.co/6l1nWXnycR

https://t.co/OLeFSev8i7

https://t.co/rcHwtn9Ox1