Igor ⌘ ♦️ 🟧 ⛈️ 🟣

[Igor ⌘ ♦️ 🟧 ⛈️ 🟣 @IgorCapor]

Top! Como sempre!!

[Diego Curty @DiegoCurtyBR]

SOLANA 2.0

Você sabe o que esse termo significa e qual o papel da Jito nisso tudo?

Entenda um pouco melhor o que está acontecendo na Solana 👇

Recentemente a Jito vem se posicionando como uma das fomentadoras da chamada Solana 2.0 através do BAM.

Mas para entender a solução, precisamos entender o problema primeiro.

A Solana é uma das redes mais rápidas que existem hoje.

E quando você coloca na equação Descentralização x Performance, ela é definitivamente a nº1.

Porém, existe uma questão estrutural na forma como os blocos são construídos, permitindo a extração de MEV tóxico e uma experiência NÃO ideal para o usuário final.

👉MEV = Maximal Extractable Value

Você provavelmente já ouviu falar em Sandwich Attack ( Ataque sanduiche , que é exatamente um exemplo de MEV tóxico.

Quando você seta uma ordem de transação para ser “escrita em pedra” no bloco, ela passa antes por um estágio de visibilidade na rede, funcionando como uma vitrine temporária de transações.

Nesse momento, bots de MEV conseguem detectar ordens de prediction markets, perp DEX, entre outros, e inserir transações antes e depois da sua. ( isso tudo em milisegundos) te ''sanduichando''

Na prática, eles negociam na sua frente explorando o slippage que você está disposto a aceitar.

Além disso, competem pela prioridade de inclusão no bloco através do pagamento de priority fees e tips, aumentando as chances de ordens serem executadas antes da sua.

Esses bots fizeram rios de dinheiro em memecoins.

E é importante dizer: isso também ajudou a rede a evoluir, trazendo dados, volume e evidenciando pontos de melhoria.

Para swaps simples, esse problema já vem sendo mitigado em muitos casos através de melhor roteamento e agregação de liquidez e hoje a SOLANA possui uma das MELHORES experiencias em blockchain nesse quesito.

Hoje, dependendo do tamanho da ordem e do par negociado, é possível obter qualidade de execução onchain comparável e em alguns casos superior a venues centralizadas como a Coinbase e Binance, considerando slippage e taxas.

Mas quando saímos do varejo e começamos a falar de ordens institucionais na casa dos milhões ou bilhões de dólares, isso deixa de ser ruído e passa a ser um desafio estrutural.

Ainda mais para estruturas como perp dex que tem tudo rodando ''ao vivo''.

🫡É aqui que entra o BAM
(Block Assembly Marketplace).

O BAM permite que aplicações enviem ordens que serão executadas diretamente na construção do bloco, sem passarem por essa vitrine pública antes de serem escritas em pedra.

Utilizando BAM Nodes com TEEs (Trusted Execution Environments), essas transações são processadas e ordenadas de forma privada e verificável.

Ou seja:

A ordem permanece oculta (privada) até ser validada e finalizada no bloco.

Dessa forma, snipers, bots e agentes tóxicos não conseguem enxergar essa transação previamente e, portanto, não conseguem sanduichá-la.

Resultado:

*Execução mais justa
*Menos MEV tóxico
*Melhor experiência para o usuário
*Infraestrutura mais preparada para capital institucional

A Solana chegou em um patamar de grandeza onde, para continuar crescendo, precisa resolver esse problema.

E o BAM surge como uma das peças-chave dessa nova fase.

Vamos abordar bastante esse assunto através da @JETLATAM .

Se você é usuário e principalmente desenvolvedor, acompanhe a gente.

Queremos te apoiar a construir a Solana 2.0.

[Diego Curty @DiegoCurtyBR]

Se você ta aqui pro curto prazo e quer especular somente, tudo bem tb, mas esse artigo nao é pra vc.

Mas se vc acredita em algo dessa industria, sugiro ler o artigo abaixo feito pelo Chris da a16z.

Crypto sempre foi um faroeste, terra de Marlboro, até o dia que não será mais.

[Igor ⌘ ♦️ 🟧 ⛈️ 🟣 @IgorCapor]

@DiegoCurtyBR Show! Obrigado, Diegão! Sempre à frente!

[Diego Curty @DiegoCurtyBR]

Pq ninguem ta falando disso ?

CPI Americano cai mais em janeiro de 2026 do que no ano de 2025 TODO.

50% de queda somente nesse mês.

O truflation não é o contador oficial dos U.S , mas eu acompanho por anos e ele sempre foi muito bem assertivo.

[Diego Curty @DiegoCurtyBR]

Vai rolar um airdrop de $GWEI proporcional ao que tu ja gastou de eth na Mainnet.

Devem ter outros criterios tb.

O Site tem bom UX, da pra ver que tem $ por de trás do projeto e as ativações funcionam de boa.

( Receberam 12 milhões US$ em funding )

Entre no link abaixo e ganhe beans iniciais

-> Conecte sua carteira no Discord
-> Faça seu Gás Report
-> Realize outras tasks para + beans

https://t.co/wbkYQfeqiS

[Diego Curty @DiegoCurtyBR]

O Founder da Paradigm , fez um post comparando o momento crypto com o Netscape e Iphone.

Fiz um post ontem exatamente explicando sobre esse ponto de vista e porque estou extremamente bullish com o mercado crypto como nunca.

Sobre " Tecnologias Disruptivas"

Link abaixo 👇

[Crypto GEMs 📈🚀 @cryptogems555]

ALTSEASON 3.0

It’s coming

BE READY

💪🏻💪🏻💪🏻💪🏻💪🏻

[Boxmining @boxmining]

81% odds of December Fed cut with unemployment beating estimates

Liquidity injection into year-end while crypto sits in neutral RSI territory?

If history rhymes, December could get interesting.

[Midas @DeFiMidas]

🚨BREAKING:

FED CHAIR POWELL SIGNALS SUPPORT FOR A 50BPS RATE CUT IN DECEMBER

MEGA BULLISH FOR CRYPTO

[Crypto Rover @cryptorover]

💥BREAKING:

$13 TRILLION BLACKROCK CEO LARRY FINK SAYS BITCOIN AND CRYPTO ARE "GROWING VERY RAPIDLY"

HIGHER PRICES ARE COMING, DON'T GIVE UP RIGHT NOW!

[Diego Curty @DiegoCurtyBR]

Bolsa Família Americano is online

Enviem BTC para 150k

[John Bollinger @bbands]

Potential 'W' bottoms in Bollinger Band terms in $ETHUSD and $SOLUSD, but not in $BTCUSD. Gonna be time to pay attention soon I think.

[Crypto Rover @cryptorover]

💥BREAKING:

🇺🇸 POWELL SAYS THAT QT WILL END IN THE COMING MONTHS.

THIS IS SUPER BULLISH! 🚀

[Diego Curty @DiegoCurtyBR]

BACKPACK - FRIDAY CRASH

Without any maximalism , let’s be honest here:

There was indeed a serious issue with Backpack’s liquidation engine that caused severe losses to me and other users ( hopefully temporarily ) , and I’d like to properly address this case.

TLDR:

I was running a delta-neutral strategy on HYPE when Backpack suddenly closed all my positions, and my portfolio went from 40K to 96K USD ( profit ) probably due to the price gap between PERP and SPOT.

1–2 hours later, my balance crashed to 11K USD.

During that time, I couldn’t execute any trades everything was at the mercy of Backpack’s liquidity engine.

My SPOT position simply disappeared after my delta-neutral setup had been settled.
_________________________________________________

First of all, I want to say that I consider myself an ambassador of the @Backpack brand and that I genuinely admire @armaniferrante , his dev team, and the entire Backpack staff who, during this incident (as in previous ones), stood by the community, listening and trying to solve everyone’s problems.

I truly hope the same will happen in my case.

As a product, I’ve never seen anything like Backpack in terms of what it delivers to users especially regarding capital efficiency. It’s completely different from any CEX or DEX I’ve tested over the years.

But we got issues here...
_____________________________________________________

Here is what happened :

During Friday’s crash, I had approximately $40,000 USD in collateral/margin, distributed as follows:

0.25 BTC

46 SOL

$1,500 net positive (accumulated HYPE funding rate gains, shown below)

In addition, I was holding a delta-neutral position structured as:

1750 HYPE SPOT (≈ $80,000)

1750 HYPE SHORT PERP (≈ $80,000)

Again :

*** This represented around 1% of the total HYPE open interest on Backpack, which had around $8M in total OI : So yes, it was a fairly relevant position ***

During the crash, I saw my total balance increase (positive PnL) and my MMR decrease (getting “greener,” from 20% down to around 7%) even as the market was dropping.

That’s because my short position (the most liquid side) was skyrocketing in value ; it grew larger than my entire collateral and far above my spot position in HYPE , since there was roughly a 20% price discrepancy between PERP and SPOT markets.

-> HYPE PERP price dropped to 21

-> HYPE SPOT price dropped to 24.4

At that moment, my portfolio was somehow actually profiting from the market crash due to this arbitrage spread.

However, during that time I was unable to perform any actions on the exchange. I couldn’t buy/sell SPOT or PERP, nor adjust any positions. Every attempt resulted in an error.

Still, I remained relatively calm, because my short (the most liquid position) was offsetting my USD borrow with a healthy surplus, and my MMR kept improving (greener), and also my HYPE spot price was above HYPE perp price.

To my surprise, a few minutes later my positions were closed automatically and a settlement occurred with PROFIT ;

-> leaving me with around $30,000 in realized profit, as shown in both the attached screenshot and Backpack’s on-chain history.

Here’s what happened:

> My short and borrow were automatically closed

> My 46 SOL and $1,500 USD were liquidated

> Half of my HYPE spot position was sold, leaving me with:

> 0.25 BTC (untouched from the start)

> ≈ 900 HYPE

This brought my wallet from $40K to around $70K USD, adding roughly $35K in profit from what appeared to be the arbitrage between PERP and SPOT HYPE.

At that point, I was confused but not worried, since I was seeing my account value go up despite all the chaos.

*** All of this happened automatically under Backpack’s liquidation engine ***

Everything is recorded in Backpack’s trade history and in the attached screenshot.

Then, 1–2 hours later ( after everything was settled ) , to my total despair, I saw all 900 HYPE disappear from my spot balance , along with 0.15 BTC, leaving me with just 0.1 BTC (~$11K USD) that is what has left for my entire bag atm.

That means over $30K USD in losses compared with my initial BAG ( before crash ), not even counting the supposed profit I had from the PERP/SPOT arbitrage during the crash settled by Backpacks engine itself.

I’m honestly devastated and still in shock.

Not only because I (hopefully temporarily) lost a significant portion of my capital , years of work and effort , but also because this happened on the protocol I use and endorse the most in all of crypto.

Everyone who follows me knows I’m truly “skin in the game” , my money is where my mouth is.

I’ve made several threads here on X and YouTube videos showing how to operate FR strategies and how efficient Backpack was compared to every other DEX/CEX/PERP product out there.

I’ve already sent an email and filled out the form as instructed by the Backpack team, and I sincerely hope this can be resolved.

My intention here is not to cause FUD , but quite the opposite.

I’m still using Backpack and rooting for the team to overcome this issue and come out stronger, as they have in past incidents.

However, I can’t ignore this serious problem that has affected me and many other users and its impossible to remain quiet seeing all this misinformations coming to X regarding BP from both sides ( FUDers + real Believers ).

I really hope that everything ends up well for all sides.

Im tired, boss...

[Diego Curty @DiegoCurtyBR]

Aos amigos e parceiros BR peço que se puderem interagir com o texto para me ajudar a ganhar certa visibilidade.

Tentei o email desde sexta e o preenchimento do formulario, mas ate agora , nada.

Obg pela força.
Tmj !

[Crypto Rover @cryptorover]

💥BREAKING:

A $200 MILLION #BITCOIN SHORT WAS OPENED JUST MINUTES BEFORE TRUMP’S ANNOUNCEMENT!

THEN CLOSED AT THE BOTTOM WITH $104 MILLION PROFITS.

FUNDS ARE NOW WITHDRAWN.

WHO KNEW IN ADVANCE?

[Boxmining @boxmining]

🚨 ETH supply shock: Exchange reserves are drying up fast.

$11.3B+ are moved into self-custody/defi.

Daily outflows continue despite ETF noise.

Mr Lee still acquiring more $ETH for his target.

10k is fud. Send it HIGHER.

[Crypto Rover @cryptorover]

💥BREAKING:

U.S. INFLATION DROPS BELOW 2%.

BULLISH FOR BITCOIN & CRYPTO!

[Crypto Rover @cryptorover]

💥BREAKING:

🇺🇸 TREASURY SECRETARY BESSENT SAYS US IS GOING INTO AN EASING CYCLE.

BULLISH FOR BITCOIN & CRYPTO! 🚀