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[҈ @folds]

Account for unhinged tweets, reply-guying and deleting those tweets shortly after

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@banterlytics @jeff_w1098 I am vomit

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for never tweeting abt a thing
my holder rank is too damn high

novo shill
hayes shill
40/60 call spread
paradigm bought
arca bought

hmmm

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fundamental principle of deriv is that they should not provide greater liquidity than the underlying asset posses or ur just waiting to get exploited

Hyperliquid

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@0xJohannes_ @ramraiding https://t.co/Gapl2mHmPY

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@banterlytics current state:

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@0xJohannes_ @ramraiding pts system wasnt going to be a thing but pacman wanted it (basically required it)

so u play chain politics game and saying sure there'll be a token only if chain team delivers
chain teams never do deliver on things

evm land is also merc money so continuing to chase chains bad

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@banterlytics current state:

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@0xJohannes_ https://t.co/VTUITjjetH

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@banterlytics unfortunate state of evm land

u deploy to new chains that have eyes and are doing farm deals on behalf of u to hopefully be in front of users
but evm money very mercenary so once chain stops running farm deal they move on

royco locking ppl in "good" but would expect drop off

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@swaggyAlexyo @swellnetworkio @ambient_finance I dont blv in faking/renting these metrics think it's bad

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@swaggyAlexyo @swellnetworkio @ambient_finance at peak tvl, it rly didn't move the needle w cex listings land

what mattered most was volumes given that was the proxy measure cexes use

tvl doesnt bc theres a LOT of tvl renting services out there that will hand u 9 figs so u can get cexes to exit

dont blv in going this route

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@swaggyAlexyo @swellnetworkio @ambient_finance ofc there's the option of tge-ing purely on chain and that's path going for now bc we don't want it to be a insider fest like certain projects

in order to reach that point, stuff is being worked on

[҈ @jeff_w1098]

WTS @trx

lmk

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@rekt3877 @jeff_w1098 L2's/chains are the modern pancakeswap fork
defi are just aggs

[҈ @jeff_w1098]

ok this a rly niche tweet but here's the audios for both

vid is deribit order fill
youtube link to google meet raise hand sound

https://t.co/jWKgTTOMoy

[Sam Trabucco @AlamedaTrabucco]

So all our fancy data analysis wasn't going to be enough -- to really nail predicting what happened when BTC *did* break through $20k, you'd need human intuition -- noticing what I said about re: quarterlies being different, guessing that meant the inflows were "stickier."

[Sam Trabucco @AlamedaTrabucco]

If you're just running a study on the past few weeks, you might come to the conclusion that selling near $20k is just an incredible trade -- we ran this study and came to that conclusion a few times! Here's a post I made in our "delta-force" channel on Slack:

[Sam Trabucco @AlamedaTrabucco]

A big difference? These products (spot and the OK/HB quarterlies) tend to have way less leverage (possible or realized, as the case may be) -- the positions get held for more time, and buyers in them tend to indicate "I'm buying to hold" more than "I'm buying to scalp."