sima

posting like its alpha
wallet says larp

[sima @indywest23]

@capy_onchain @extendedapp That’s like $150mn fdv right? Did they announce when season 2 is ending?

[sima @indywest23]

* @extendedapp oi points
- on 10~11x leverage, oi points give ~33% apr (250mn fdv), ~10% apr (100mn fdv)
- bear market hits everyone hard...

[sima @indywest23]

@PointsGoblin They could’ve communicated it better tho

[Jammin123🦅(theo/acc) @Gogogonum]

I honestly don’t know what Armani is thinking. It feels like some kind of elitist mindset starting to abandon Mad Lads, and now even turning his back on the community that was built by the early users.

hope Backpack listens to user feedback and matures as a platform.

[sima @indywest23]

Will $SPACEX listing weaken $TSLA? Genuinely curious

[Robin Brooks @robin_j_brooks]

In the 10 days after Russia invaded Ukraine in 2022, Brent rose 32%. We're now up 25% since the war with Iran began, which - to me - says there's more upside. Given all this, the Dollar is trading soft compared to price action in 2022. The weak Dollar...
https://t.co/xbKOf0q0Yc

[sima @indywest23]

@1000percenttv @hansolar21 @BFox_xx @KastarDeFi 방금 전력 관련해서 얘기해주셨는데 한국 전력기기도 관련해서 얘기해주실 수 있을까요?!

[sima @indywest23]

@ShakTheFarmer Epoch 36 was tough

[sima @indywest23]

day 13
- a lot of ppl talking about epoch 36 drop of @extendedapp
- valid as cost per point 2xing every epoch.. its getting croweded every week after lighter launch
- this should elevate project value.. right? right?

[sima @indywest23]

day 10
- revisiting after this week's @extendedapp point drop
- got 85pts after spending doing 54k volume, still holding position (all taker)
- this point drop would indicate 16.9x/6.7x return on fees (fdv 500mn/250mn)
- i believe this is a good r/r, especially since little downside risk if you put some volume on maker

[sima @indywest23]

@PointsGoblin @extendedapp Wow thx for this

[sima @indywest23]

@SipaAirdrop @cascade_xyz @fiyalkin thanks for the info, curious for the hype

[Wecryptotogether @Edward__Park]

💩 There is no needs for ICO

It’s hard to find project still above $150M FDV among many post-TGE projects (Ecen though They are listed on Tier-1 exchanges including Binance and Coinbase)

In fact, simply buying in the market these days is often much cheaper than the valuations being proposed in today’s ICOs.

I started trying to collect a bunch of screenshots to back up this point, but I gave up.

Honestly, this applies to almost every altcoin. Then who are the teams that continue building consistently even after the TGE?

[sima @indywest23]

day 12
- slippage seems relatively high on alts; better to stick with majors
- 504 pts for ~63k volume
- is 13.1x/5.8x for $500/250mn fdv, ~26x for 1b

[sima @indywest23]

reposting after accidently deleted
- some numbers for @pacifica_fi
- one of the risks is long tge timeline
- hearing that competitions can be gud opportunity ex the one with @extendedapp is going on rn
- otc at $0.7? looks bit high but i guess they're trying to build a l1 and everyting

[sima @indywest23]

@hyeon__dev @a16z @gensynai good read, thanks

[sima @indywest23]

@rinne_hl @Lighter_xyz stocks get some points i think but should beware of ridiculous funding

[sima @indywest23]

@0xChaoz @extendedapp expecting more

[sima @indywest23]

day 10
- revisiting after this week's @extendedapp point drop
- got 85pts after spending doing 54k volume, still holding position (all taker)
- this point drop would indicate 16.9x/6.7x return on fees (fdv 500mn/250mn)
- i believe this is a good r/r, especially since little downside risk if you put some volume on maker

[sima @indywest23]

day 6
- some very basic math for @extendedapp
- if there is anything i'm missing pls @ me as this is far from accurate ❄️❄️
- from the basic calculations consensus of $3/pt looks pretty justifiable

[sima @indywest23]

@0xChaoz @pacifica_fi @extendedapp lfg both !!

[sima @indywest23]

reposting after accidently deleted
- some numbers for @pacifica_fi
- one of the risks is long tge timeline
- hearing that competitions can be gud opportunity ex the one with @extendedapp is going on rn
- otc at $0.7? looks bit high but i guess they're trying to build a l1 and everyting

[sima @indywest23]

@Ferrari4u2 @Lighter_xyz i'd agree for stocks but hard to hold for long bc funding is volatile