Klaman

OG RS Crypto Degen Funded FX trader

[John Gillen - WartimeEthereum.eth @BitcoinJesusETH]

If you're in AI, pivot to crypto

[Lee Goon Wang @5morewhooppers]

Your goal is to become Donalt:

> post once a quarter here
> only chart the 1W timeframe on eye blasting default TV light theme bc fuck you
> froze his crypto knowledge in 2017. watchlist is just BTC ETH and XRP since and it's fine
> enjoy unc life

LGW

[DonAlt @DonAlt]

$ETH

Bought some and will buy some more in the coming days

Feels a bit retarded to buy resistance but I feel less comfy not having it than having some at not the optimal price

Will buy more if we retest green but have been waiting long enough

[Watcher.Guru @WatcherGuru]

JUST IN: $40 million worth of Bitcoin stolen after 500 'Coldcard' hardware wallets were hacked.

[playrisk @playrisk]

$ENA is looking interesting here:

- fee switch coming
- contract lows
- USDe supply remaining above $4B while team markets to Tradfi
> BlackRock partnership USDe integrated into Aladdin platform (managing >$20-25T AUM) etc
> Coinbase Ventures investment
> Janus Henderson’s ENA stake and USDe treasury allocation
> $250M commitment to Securitize’s tokenized AAA CLO fund
- Chud joined them to lead DeFi growth
- Clarity act beneficiary: only one of the stable issuers to have yield products to distribute (which are already integrated in the wealth management pipelines)

Price leads narrative
Although fees are relatively low, speaking with a lot of DeFi whales most of them are waiting to enter USDe if there’s a fee switch so they can get on the trade that’s a lot of capital pre leverage to juice TVL

Counter is rates are still relatively low about 4% for sUSDe now
>RWA markets basis should be added soon and represent a larger part of the backing

I’m expressing this in 2 legs
1) $USDE on Nasdaq their DAT. It’s trading 0.2x mNAV with ena/share price of 1.2c instead of 8.6c spot price. If ena rises 30-40% on $USDE should move up much more probably putting in multiples. The pipe deal was done with spot prices in the 70c’ ($10 p/s) now trading $1.9 — fully unlocked on june 28th. Interestingly it’s the altcoin DAT that is pulling the most volume
2) spot $ENA

[DonAlt @DonAlt]

Imagine this is actually the bottom and BTC goes to $500k

And instead of buying the bottom CT was busy chasing the latest influencer pump and dump

Might work out for some, won't work for the majority
We'd all be better off without these distractions

[JadeCap @jadecap_]

One of the biggest misconceptions in the retail trading space, is that once you learn to become profitable, that your success is linear and you’re gonna print money hand over fist every single year.

100% not the case.

Just like the market moves in cycles, so does your p&l.

Some years, I just haven’t felt like trading much at all. Other years, I’m sacrificing sleep and time to be at the desk.

All it takes is a few good months or years to make your career a success.

If you have a year of outperformance, there’s nothing wrong with taking time off.

[Klaman @Klaman55]

@MyForexFunds Im still waiting to be paid.

[Klaman @Klaman55]

@kingsmanfx @Lucasng00475946 @MyForexFunds I agree. People still waiting for answer from emails they received

[🐧 @Pentosh1]

DeFi has some of the worst risk reward out there and it's not something that is new unfortunately. Make 3-5%. In many cases not even the risk free rate. Risk 100%. The odds of something happening over time are quite high. We have seen that over and over in the last several years. AI is for now only going to add onto that risk at least for the next few years

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇷🇺🇸 Iran officially closes the Strait of Hormuz again after US says it will not end its blockade.

[Cobie @cobie]

Moon pls btc.

[CRG @MacroCRG]

ETH szn soon

[Altcoin Daily @AltcoinDaily]

Ethereum will surprise people this year.

[vitalik.eth @VitalikButerin]

We are indeed currently in the process of large changes to EF leadership structure, which has been ongoing for close to a year. Some of this has already been executed on and made public, and some is still in progress.

What we're trying to achieve is primarily the following goals:

* Improve level of technical expertise within EF leadership
* Improve two-way communications and ties between EF leadership and the ecosystem actors, old and new, that it is our role to support: users (individual and institutional), app devs, wallets, L2s
* Bring in fresh talent, improve execution ability and speed
* Become more actively supportive of app builders, and make sure important values and inalienable rights (esp privacy, open source, censorship resistance) are a reality for users including at the app layer
* Continue to increase our use of decentralized and privacy tech and the Ethereum chain, including for payments and treasury management

Explicit *non-goals* are:

* Execute some kind of ideological / vibez pivot from feminized wef soyboy mentality to bronze age mindset
* Start aggressively lobbying regulators and powerful political figures (esp in USA, but really anywhere, especially large powerful countries), and risking compromising Ethereum's position as a global neutral platform
* Become an arena for vested interests
* Become a highly centralized org, or even more of a "main character" within Ethereum

These things aren't what EF does and this isn't going to change. People seeking a different vision are welcome to start their own orgs.

[Stani @StaniKulechov]

Let's be clear about something regarding Ethereum.

1. Highest security

First of all Ethereum has the highest security amongst the programmable execution environments.

Yes this matters. When world moves onchain, that means that most important and mission critical use-cases will use Ethereum. Most importantly this means $25T finance industry.

2. DeFi TVL

The only PMF for onchain has been DeFi. Out of the 122B TVL Ethereum is the home for over half of it and almost 6x to the second biggest.

The economies of scale is on Ethereum. Mainnet Aave is the only place you can borrow $1B in stables by posting a collateral. You can't do it anywhere else.

All the most relevant DeFi innovation I keep being pitched is still on Ethereum.

3. Developer ecosystem and tooling

While building DeFi sounds an easy to replicate anywhere, that is not really the case. DeFi protocols need solid network security and stability to be able to serve collateralized products and any product that include a oracle price feed.

Second, in most nascent network ecosystems its much more harder to build DeFi and to secure it.

Ethereum has advantage here as the developer ecosystem has build solid tooling around development (Hardhat, Foundry), multiple different testing tools, i.e. different fuzzy-testing, simulation tooling such as Tenderly for debugging and robust ecosystem of auditors that are really going deep into the code and caring, not just rubber stamping audit reports.

4. EVM innovation

EVM has been the most valuable innovation in the Ethereum ecosystem. We are seeing more exciting innovation happening on EVM space, including from ZK-based EVMs to solve scalability from ZKSync, Scroll to Linea and Succinct. Instead of seeing one path of innovation, we are seeing multiple options competing to provide the best scalability and also privacy for users.

5. L2 strategy (+ Beef up Ethereum L1)

People critisize the L2 strategy on Ethereum but it actually works. It allows L1 to offer highest security for Ethereum while allowing innovation to foster on L2s (as per previous point). Every major exchange or institution is looking to run their own network. They want customization and they want economics.

How I would like to see this continue is that we keep innovating on the L1 side, and beef up Ethereum mainnet, faster.

Once cross-chain liquidity is solved and ux challenges are removed, it all feels unified, and super fast.

6. POTUS is building on Ethereum

WLF Aave instance is going to be deployed on Ethereum mainnet. Lot of innovation will follow on DeFi with WLF. This is where POTUS fundamentals are happening.

7. The institutions are deploying on Ethereum

For institutions like BlackRock their main base is Ethereum and this is because Ethereum provides the highest security and stability for institutions to issue assets like RWAs, its also where all the DeFi network effects are.

8. Talent pool

Most of the talented smart contract developers are on Ethereum, writing Solidity. This is also the reason why the most biggest protocols are on Ethereum and have been running for years and the same reason why the developer tooling on Ethereum is light years ahead of everything else. It's a more mature ecosystem.

Remember, onchain is full of short term (very risky) opportunities that take the moment of attention but what really matters down the line is fundamentals. The ecosystems and its users that focus most of fundamentals will get the most adoption.

It's just a matter of time when ETH pumps, but when it does, it's going to be the biggest revenge pump ever.

[CZ 🔶 BNB @cz_binance]

The FOMO is just starting...

[Solid Intel 📡 @solidintel_x]

INTEL: TRUMPS WORLD LIBERTY FINANCIAL CONTINUES TO BUY ETH, WITH OVER $15M IN THE LAST 20 MINS: ONCHAIN

[TechDev @TechDev_52]

History tells us the candle that starts tomorrow is for altcoins.

[CZ 🔶 BNB @cz_binance]

2025 is here. Happy new year!