im_sexy_pothead 🧋

@tapioca_dao pearl club member
#TAP maxis
#Tapsocks sniffer

$GMX referral:

[im_sexy_pothead 🧋 @markalex993]

@iQunix Recently my girlfriend's colleague introduced her to a mechanical keyboard and she liked it. I was thinking to gift it to her. FYI, i am still using razer keyboard. As i was searching, @iQunix's F97 came across. Then the rest leads me here to kickstart my custom keyboard journey.

[IQUNIX @iQunix]

🎃HALLOWEEN GIVEAWAY🎃

PRIZE: Magi65 Pro - Shadow Black x 1

HOW TO ENTER:
1. Follow @iQunix
2. Like and RT the post
3. Comment with your reasons for a Magi65

👻Ends on Oct 30th
☠️1 winner will be selected and announced by @iQunix on Oct 31st. Good luck!

[Camelot @CamelotDEX]

We're excited to share the latest forecasts for $GRAIL tokenomics 🏆

Holders benefit from Camelot's growth through real yield staking, the novel design of locked xGRAIL, & deflationary mechanisms.

With a current market cap of $18m, let's dig into the numbers 👇🧵/1

[im_sexy_pothead 🧋 @markalex993]

@VitalikButerin @tapioca_dao has done it recently with their discounted option airdrop, aoTAP and with their unconventional tokenomic, oTKN vs veTKN. Definitely worthwhile to check it out.

Discord:
https://t.co/i5zr7HEZPW
option airdrop site: https://t.co/jPI57lOWxg

$TAP #MakeDefiGreatAgain

[im_sexy_pothead 🧋 @markalex993]

@filbef @swaggyAlexyo @twMattt @Justinvestor @tapioca_dao @berachain @beraborrow afterparty

[im_sexy_pothead 🧋 @markalex993]

@vaunblu @NullNimbus @TaikiMaeda2 @0x_tiago @zezima233 Needs sponsor aint doing free shilling kekw

[Fagoj @filbef]

TapTalk Tuesday baby and we ve got some biggg news for ya. Be excited😉 👇

[0xNobler @CryptoNobler]

🚨 I found a way to extract $150,000 from PumpFun!

Scammers use this method to make 1000+ $SOL per day and they'll be mad at me for leaking it.

It's highly effective and even experienced degens fall into the trap👇🧵

[Fagoj @filbef]

- BB IR
- BB creation fee
- SGL origination fee
- Liquidation bonus fee
- ETH side of TAP/WETH swap fee
- Flash loan fee
- $USDO force unlock penalty fee
- Option drop WL fee
- FL yield reallocation

$twTAP holders😂

[Fagoj @filbef]

The BIG News on the Night
The contracts are being deployed to the TESTNET in 2 days 👀. Get ready for another Tapioca AIRDROP 🤑

Remember the requisites for eligibility
- tons of snapshots to determine the avg $TAP holding 🤝
- PROPER feedback not ChatGPT generated ones 😂

[Fagoj @filbef]

Welcome to another session of #TapNotes where I try to summarise the latest TapTalk so you can spend your 1hr+ being productive elsewhere (there's still so much fun in actually watching these btw 😁). Anyways #TapIn 👇

[Fagoj @filbef]

Tldr on TapTalk 95 for those who couldn't join; 👇

[DeFi^2 @DefiSquared]

I thought it was obvious to people, but evidently not, so I'll give an extremely detailed breakdown of why both Trump's speech and its associated price action are ridiculously bullish:

Leading into the speech, there were billions of dollars of short term speculative bitcoin buys and calls that were opened for the sole purpose of attempting the catch a 10%+ move in the event that the rumor was true that Trump would be "buying a million Bitcoin". Midway through the speech when it seemed less apparent that he would be saying this, many of these speculators started closing and BTC reached a low of $66.5K before the speech had even finished. If he had ended the speech right then and there, BTC easily would have sold off to $65k or lower, which is likely the price most speculators first started heavily bidding before the event.

The thing that's noteworthy is that the conference frontrunners did not get what they wanted in the end (buying a million Bitcoin etc). Their actual targets can be seen from options activity, where the most heavy volume is centered around August 2nd calls with $70k strike prices. Meaning that since the speech, there has been hundreds of millions of dollars of sell pressure from low timeframe frontrunners closing their buys after not getting a black swan candle. For example, this Bybit trader closed $175 million of longs in a 1 hour period about 8 hours after the event:

So to make it clear- without the existence of frontrunners / short term speculators, BTC likely would have been trading at around $64k going into the speech. The fact that the majority have now closed and we're trading at $68k implies that we actually are trading much higher now, with these positions having swapped to longer term investors who have bought hundreds of millions of dollars of BTC post event.

And this isn't surprising at all, because everything about the event was objectively extremely bullish. The 45th president and favored runner announced the the US would have a literal "strategic national Bitcoin stockpile"- a level of public acceptance unheard of in the history of crypto. The shift in political climate is massive, let alone the fact that billions of US owned Bitcoin wouldn't be sold and more would be stockpiled in the future from seizures. Even the announcement of the removal of Gensler alone would be enough to pump BTC multiple percent in an isolated context, not to mention Senator Lummis introducing a Bitcoin buying bill immediately afterward.

And even without Trump having guaranteed odds of winning, this speech sets an almost mandatory precedent for democrats as well. With nearly 100 million Americans who hold crypto in some form, democrats are likely forced to introduce crypto friendly policy as well, lest they lose millions of votes from those who don't want their investments to go down.

When you read fast moving content on crypto, it's often written by day traders who are favoring short term movements. Many talked about today's event being "sell the news" because with the existence of many short term buys to be closed, there was in fact selling and a moderate price drop that occurred on the speech. But this has no relation to the long term bullish implications of the event, and it's misleading / uninformed to believe that one can directly infer bullish/bearish directly from price alone.

[CΞAZOR.eth mak'n 🥪s 🦇🔊 @Ceazor7]

Since 06/14 @tapioca_dao $TAP POL has been sitting nicely collecting scalper trading fees.

-642ETH in
-Holding 872ETH now (this means net buying, and can been seen in price)

-44ETH of fees waiting to be claimed. These are destined to be handed over to twTAP lockers.

beyond this. They have
-POL for USDO/USDC which currently has 6m+ in liquidity. There isn't much vol here yet, because this is a setup stablecoin liquidity for when public USDO minting goes live.
-POL will deepen with their option token model, which will take option token revenue and funnel it into more POL
-one click Leverage strategies are ready for deployment- these will be funnelled thru that USDO POL
-Collateral are Gas tokens. Think ETH...etc..
so much more.. but ceazor save you eyes.

I do have a video - baut its 1 year old, and there are likely inaccuracies.. but it will still work as a primer to get an idea of whether you think you should look more

https://t.co/LYCLtBVoS5

[Fagoj @filbef]

So here's @tapioca_dao hitting over $450k in swap fees in a month and 2 weeks. $200k in $ETH that's gonna be distributed to $twTAP and $TAP that will probably be used for future DSO program.

I ve seen a lot of people trying to downplay what the protocol is doing especially with regards to PoL but this is what it gives you; almost half a million in fees with ZERO (0) expenditure. They are not paying anyone to lend them liquidity, they are not jeopardising the value of their token for fake, nonsensical TVL metric rather they ve created some kinda speculation of what fees would look like for lockers at least in the first month of locking and you bet that has contributed to some people either diamond handing their tokens or even buying more.

Not only that though, remember it will take a min of 6yrs and max of 10yrs to conclude the DSO program, 75k $TAP in the first 6 weeks post TGE means 3.9m $TAP tokens generated from swap fees before the end of current DSO (using the min tf). At a double digit token price by that time, you are looking at a min of $19.5m in PoL. IYKYK

During future bear markets when most protocols will be running around, begging for liquidity, @tapioca_dao would have excess of it, and I am talking enough for $USDO in every chain possible, having the ability to give the best rate across all lending protocols and maybe lending out to new and struggling protocols and you bet we (twTAP holders) will be there to vote for bribes and all from your favourite protocols. We'll probably get your favourite tokens for free.

Liquidity is King. Liquidity begets more liquidity and you will come to understand the real essence of PoL in due time especially in the hands of the right founders and community.

Right now, just #TapIn baby. We are IMMINENT😉

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

$TAP is the $OHM of this cycle.

$OHM had huge yields for staking and bonding juiced the treasury creating a floor valuation.

$TAP sells call options to lockers instead of everyone. Lockers get huge yields and $TAP PoL growth explodes the valuation.

It's $OHM on steroids. 💉

[im_sexy_pothead 🧋 @markalex993]

Endgame in DEFI? what's that?

Find it out at @tapioca_dao. You'll be in for a ride to da moon
#twTAP #TAP #defiendgame #nobullshitting

[im_sexy_pothead 🧋 @markalex993]

@filbef @tapioca_dao and sustainable💵🖨️

[Bitcoineo 🎲 @Bitcoineo]

Week 1 - Portfolio Breakdown

I decided to launch a new series on how I allocate my capital in crypto.

It will help me reevaluate my investment theses every week and build credibility through a long-term public track record, while giving you real-time valuable insights you can actually copy.

🔷 Preliminary Considerations

I'm 25, I have no kids and no parents to take care of financially. I spent more than 8 hours daily on crypto for the past 4 years.

That's why I tend to be risk-seeking.

I never use leverage, rarely trade, and only make concentrated bets when I'm confident a specific asset can outperform $ETH in a defined period of time.

I think the current meta is shifting from memecoins to revenue-generating dapps, and that's where I invest most of my liquid capital.

Yet, my portfolio size is somewhere in the six figures. I know that I already have more than what I need, so I'm not the type of degenerate who will all-in on any vaporware coin just because it's trendy.

Also, keep in mind that I'm doing this for educational purposes. I'm not a professional investor and I still make a ton of mistakes.

🔷 Current Portfolio Allocation

1. $TAP (28.4%) - Current price 3.8$

My biggest bags, and it's a 33M MC token you've never heard about?

Don't worry, I'm not doing all this to shill you illiquid onchain garbage.

@tapioca_dao is a new innovative protocol taking the best of CDP and Money Market models and bringing them natively omnichain thanks to LayerZero's tech.

You'll be able to mint $USDO using $ETH, LSTs, and $ZRO (fyi: there are 480,000 $ZRO holders 👀)

It's not deployed yet, but let me get this straight: it's going to print a sh*t ton of fees. And those will get 100% redirected to $TAP lockers.

No VCs, huge POL, genuine builders with high integrity standards.

$TAP is currently trading at $3.8 but I don't see any reason for it not to be a $10 token in the next 2 months.

2. $ETH (22.7%) - Current price 3104$

Do I really need to explain why I hold $ETH?

It's one of the strongest bets you can make if you're bullish on crypto.

ETF incoming, small drawdowns, native yield, farm airdrops, etc.

It's just too good to ignore. If I were to keep one asset for the next 10 years, it would be $ETH.

3. $LDO (18.1%) - Current price 1.56$

Let’s be honest: $LDO is a cucked asset.

It’s been one of the worst-performing $ETH betas over the past year. No memes, no culture, and hardly anyone knows the team. Even the SEC is suing. It's like the shy girl no one talks to, except for bullies.

But there's always a time to say 'enough is enough' and become the badass everyone wants to be around.

This time has come for $LDO, for various reasons (will write an independent article about this):

4. $AERO & $VELO (16.4% and 9.5%) - Current prices 0.631$ and 0.0683$

Crazy how people are fading these two sleeping giants.

@AerodromeFi and @VelodromeFi have been printing revenue like no one for lockers and their dominance of volume is growing quickly vs Uniswap on major L2s (Base and Optimism).

There are currently incentives to buy & lock $AERO with the Flight School Program & the Superchain DeFi Festival.

Since I'm more bullish on Base than Optimism, I'll probably convert my $VELO into $AERO soon and continue to buy and lock an extra 2500 $AERO every week.

5. Others (4.9%)

$ZRO, @fantasy_top_ cards, @SankoGameCorp NFTs, farming tokens, and some angel bets.

🔷 Conclusion

I'm confident with my current portfolio allocation.

I'm aware that I'm not exposed to the @solana ecosystem, and that's an issue.

I'm planning to aggressively take profits at the end of the year, and most profits will go to $JLP, which is, to me, the best passive farm to secure your profits.

Don't forget that this portfolio is tailored for my current financial situation and risk appetite, and you shouldn't blindly copy it without doing serious due diligence on the tokens presented.

I hope you liked this new series, feel free to share it if you did.

I'll keep you updated next week,

Take care ❤️

[im_sexy_pothead 🧋 @markalex993]

Which token will be the carry? TAP or ZRO?💪💪

@tapioca_dao🤝@LayerZero_Labs

#TAP #ZRO #ftwTAP #relaunch100x #ZROcollateral