Ok so how about we do a thread to show how this is going to play out and why I believe we are at the beginning of something I've been searching for since getting into Defi...."The Infinite Money Flywheel" @OlympusDAO@PeapodsFinance
Really weird.
The mainstream media is barely reporting on the news that Venezuelans are out celebrating freedom.
Instead the media seem very upset at the USA.
is the media far-left or something?
Western Civilization is dying. Current trajectory is bleak. Time to rebuild.
I believe we can. Elon’s re-taking of this platform may be seen by future generations as the turning point.
@DrNeilStone@MakisMedicine Your coming across like your totally insecure. Just because you have a piece of paper doesn't mean you know anything. Welcome to the age of open access information.
This is a really good quick and dirty on how CD's work under the hood. Flowchart is very helpful and if you want to get in the weeds on the tick math, you can reference the docs here:
https://t.co/1irzogy8Rf
$OHM
Really cool to see $OHM CD's live and how the first markets played out.
We had somebody spike the ball at launch and pushed the strike quite high but the system worked as expected.
$335k of principle entered the contract. Protocol will earn the sUSDS interest on that.
CDs live for the mini rollout! someone aped rly hard in first few mins so strikes aren't that appealing atm (ppl pushed strikes as high as $48 while spot is $22.7), but the way the pricing works, strike prices will now decay until they get back down closer to spot, people deposit and strikes then jump up; decay, deposit, jump, repeat.
IMO best to just observe and play with lunch money atm until it's uncapped in next couple of weeks and you should then be able to ape size without massive slippage on strikes. then the game really begins!
it's possible I've went completely insane, but I don't see a way around this
either private money wins or we are literally all fucked
there is no choice here
and there is no time either
nanny state antics are accelerating and money is becoming easier to control as it becomes digital
crypto adoption a la trump was ironically pandora's box for accelerating this transition
what do you think happens if cash is no more and 99% of your money is on central chokepoint IOUs
you need just *one* catalyst for things to get much, much worse
it is entirely concave — barely any upside, and potential infinite downside
*think*
This brand hit a $100M+ run rate in 11 months.
IM8 is scaling like no other DTC wellness brand we’ve seen.
- **$100M+ run rate**
- **+74% QoQ growth** (Q3)
- **80% subscription rate** on new customers
- **AOV jumped from $110 to $150** (driven by new product launch)
- **Gross margin expanded from 52% to 60%**
- **EBITDA losses dropped from $40M → $8M**
The strategy? Exceptional.
A few months ago, we broke down IM8’s entire growth machine. So with the new updated valuation, I thought I’d share it again for those who haven’t downloaded it yet:
- Paid ads (Meta + Google)
- Top 3 Lander pages
- Subscription funnel
- Email + retention strategy
- Ambassador programme
- Organic & community
- Bundle offer setup
- Scientific brand positioning
It’s one of the sharpest wellness brand builds we’ve seen.
Want the full teardown?
1. Retweet this post
2. Comment “IM8”
3. Make sure you're following so I can DM you the board
I would like to coin the term PPP: principal protected ponzi; the worst that can happen to you is you get your money back at a date you decide (no time rug).
gov proposal just went live, things moving faster than expected tbh
OHM CDs launching in ~1wk
only $1m cap to start which will likely get instafilled, then a short capped rollout before opening the floodgates
good chance for everyone to watch the system working before being able to ape properly
reminder: you deposit USDS, get OHM calls which you can convert any time, protocol uses the sUSDS yield to buy and burn, send OHM up, make your calls worth more
something to think about for any of you second order thinkers:
if you see someone deposit $100m of deposits which means $4.5m/yr annualized buyback and burns, are you more or less likely to then deposit to CDs yourself?
you deposit, and the next guy sees even more programmatic buy pressure incoming, maybe now it's up to $6m/yr. are they now more or less likely to also deposit?
yes this is all pure financial engineering, the token is the product, but do you want to play the game?