hell0men Pro DeFi

⚡My top picks $BTC $HYPE $PENDLE $YB
Investor, remember. Instability, uncertainty, and risk are the price of freedom.

[hell0men Pro DeFi @hell0men]

@cindydobaongoc @saturn_credit are you shure?

[hell0men Pro DeFi @hell0men]

@apyx_fi @CurveFinance

[hell0men Pro DeFi @hell0men]

@apyx_fi team arbing ethereum:0x98a878b1cd98131b271883b390f68d2c90674665 by buying on @CurveFinance and redeeming (because only those who has WL, KYC and $25M can), earning delta between NAV and secondary markets price. Curve pool and DAO earning decent fees too.

[hell0men Pro DeFi @hell0men]

@apyx_fi @CurveFinance Team wallets:
0xf9862efc1704ac05e687f66e5cd8c130e5663ce2
0xb98cd8c868cf00cea934977dbe4ac090e808fb87

[Betirement @betirement]

This week's bitcoin dip has triggered STRC to fall beneath $99. In this video, I walk through the math of how Strategy's bitcoin reserve gives me confidence that they will be able to pay STRC dividends for decades...

[hell0men Pro DeFi @hell0men]

Cash & Equivalents category must have been disclosured before.

I previously pressed you for details about the contents of this category, and you assured me several times that it was your brokerage account containing bonds and cash equivalents, and that you couldn’t show them to me. No word about preminted apxUSD.

[hell0men Pro DeFi @hell0men]

I don't understand why he sold so little this time, since he didn't have the money to buy at a lower price after the dump. It just doesn't make sense. If you're going to sell, you should do it to pay dividends and get cash for purchases. But now there’s no cash, the price is falling, and you can’t get new loans through STRC until the price returns to 100.
It looks like he’ll have to sell more MSTR or BTC at a lower price than he could have in May and dilute the NAV.
What's the next move?

[hell0men Pro DeFi @hell0men]

I don't understand why he sold so little this time, since he didn't have the money to buy at a lower price after the dump. It just doesn't make sense. If you're going to sell, you should do it to pay dividends and get cash for purchases. But now there’s no cash, the price is falling, and you can’t get new loans through STRC until the price returns to 100.
It looks like he’ll have to sell more MSTR or BTC at a lower price than he could have in May and dilute the NAV.

[hell0men Pro DeFi @hell0men]

@AdamBLiv It's perpetual process?

[hell0men Pro DeFi @hell0men]

@saturn_credit did you guys vote with our $STRC for semi-monthly divs?

[hell0men Pro DeFi @hell0men]

@vasily_sumanov https://t.co/Ik8RQb4KuS

[hell0men Pro DeFi @hell0men]

$HYPE vs $LIT: Buyback speed relative to MCAP

Both protocols route nearly all revenue into token buybacks. But relative to their size, the pace differs.

Unlock schedules (supply side)

$HYPE: Monthly unlocks on the 6th to core contributors. Current run-rate roughly 0.4–1.2M HYPE per month (team has discretion to reduce). Over the past ~30 days: ~400k–1M added to circulating supply. Buybacks removed the equivalent of ~730k HYPE in the same period — largely offsetting or exceeding the inflow. Net pressure stays manageable.
$LIT: Team (26%) + Investors (24%) have a 1-year cliff + 36-month linear vest. TGE was late Dec 2025, so big unlocks start late Dec 2026 / early Jan 2027, then spread gradually over three years. No major insider cliff in 2026. Airdrop portion already circulating.

Net takeaway: LIT has the faster relative buyback engine right now and clean unlock runway through 2026. HYPE carries steady monthly unlocks but the buyback machine absorbs most of it. Both structures are deflationary — just on different timelines and scales.

Data: DefiLlama + Tokenomist vesting schedules.

[hell0men Pro DeFi @hell0men]

@AlgodTrading @grok isn't the current state of Bitcoin quantum resistant?

[hell0men Pro DeFi @hell0men]

@TrustlessState https://t.co/Ik8RQb4KuS

[hell0men Pro DeFi @hell0men]

$HYPE vs $LIT: Buyback speed relative to MCAP

Both protocols route nearly all revenue into token buybacks. But relative to their size, the pace differs.

Unlock schedules (supply side)

$HYPE: Monthly unlocks on the 6th to core contributors. Current run-rate roughly 0.4–1.2M HYPE per month (team has discretion to reduce). Over the past ~30 days: ~400k–1M added to circulating supply. Buybacks removed the equivalent of ~730k HYPE in the same period — largely offsetting or exceeding the inflow. Net pressure stays manageable.
$LIT: Team (26%) + Investors (24%) have a 1-year cliff + 36-month linear vest. TGE was late Dec 2025, so big unlocks start late Dec 2026 / early Jan 2027, then spread gradually over three years. No major insider cliff in 2026. Airdrop portion already circulating.

Net takeaway: LIT has the faster relative buyback engine right now and clean unlock runway through 2026. HYPE carries steady monthly unlocks but the buyback machine absorbs most of it. Both structures are deflationary — just on different timelines and scales.

Data: DefiLlama + Tokenomist vesting schedules.

[hell0men Pro DeFi @hell0men]

$HYPE vs $LIT: Buyback speed relative to MCAP

Both protocols route nearly all revenue into token buybacks. But relative to their size, the pace differs.

Unlock schedules (supply side)

$HYPE: Monthly unlocks on the 6th to core contributors. Current run-rate roughly 0.4–1.2M HYPE per month (team has discretion to reduce). Over the past ~30 days: ~400k–1M added to circulating supply. Buybacks removed the equivalent of ~730k HYPE in the same period — largely offsetting or exceeding the inflow. Net pressure stays manageable.
$LIT: Team (26%) + Investors (24%) have a 1-year cliff + 36-month linear vest. TGE was late Dec 2025, so big unlocks start late Dec 2026 / early Jan 2027, then spread gradually over three years. No major insider cliff in 2026. Airdrop portion already circulating.

Net takeaway: LIT has the faster relative buyback engine right now and clean unlock runway through 2026. HYPE carries steady monthly unlocks but the buyback machine absorbs most of it. Both structures are deflationary — just on different timelines and scales.

Data: DefiLlama + Tokenomist vesting schedules.

[hell0men Pro DeFi @hell0men]

@TaikiMaeda2 $LIT is revenge trade for $HYPE FOMO'ers

[hell0men Pro DeFi @hell0men]

@kevinlhr88 @TaikiMaeda2 @saturn_credit ouch, yeah, look please. we made financial decisions based on this data...

[hell0men Pro DeFi @hell0men]

@phtevenstrong MSTR sells BTC to have money to pay STRC div > STRC falling. Whats the logic of selling it here?

Also I read that semi-montly divs are need to be voted, but possibly there will no quorum for it.