Bullkowski

Slinger of ponzis and JPEGs

[Bullkowski @PrettyVISITxR]

@OaklabsAlerts Are they usually just on the shelf or behind counter?

[Bullkowski @PrettyVISITxR]

@btc_charlie I'M NOT BUT I'LL JUST FUEL MY CAR BY STICKING MY $KNOB IN IT. MIGHT BE $USELESS BUT 🤷

[Bullkowski @PrettyVISITxR]

@ArunimaGanguly2 STOP PLAYING WITH YOUR $KNOB AND JUST HOLD IT

[Bullkowski @PrettyVISITxR]

@jords $KNOB ING ABOUT

[Bullkowski @PrettyVISITxR]

THESIS IS SIMPLE, BUY THE BASE OF THE $KNOB AND SELL THE TIP OF THE $KNOB

[Bullkowski @PrettyVISITxR]

THESIS IS SIMPLE, BUY THE BASE OF THE $KNOB AND SELL THE TIP OF THE $KNOB

[Bullkowski @PrettyVISITxR]

LETS GET OUR $KNOB'S OUT EN

[Bullkowski @PrettyVISITxR]

@PostyXBT Tell him to get a real job

[Bullkowski @PrettyVISITxR]

No

[Dear Son. @DearS_o_n]

Avoid alcohol at all costs. It has no single benefit to your life as a man.

[Bullkowski @PrettyVISITxR]

$USELESS doesn't care about your imaginary lines 🫵 😆

[SemiVault @Semivaultxyz]

SEMI LAUNCHPAD

The SEMI launchpad opens Friday, 11 September.

Launch a token paired against a tokenized stock — MU, SK hynix, NVDA, whatever is listed - on the same contracts $SEMI runs on. You choose which mechanics are on and what every number is.

70% of the fees the launchpad collects are converted and locked into

$SEMI liquidity

https://t.co/rM9R7BJjiG

[Bullkowski @PrettyVISITxR]

Reclaim and we go again?

$USELESS

[SemiVault @Semivaultxyz]

$APT isn't a side quest. It's a $SEMI product.

1% of every APT trade, buy or sell, gets converted and locked into the SEMI floor. Automatic, every 5 minutes, forever. First hour: $4,100 in.

Stake SEMI → up to 2× lottery tickets.

APT volume is SEMI floor income now.

[Bullkowski @PrettyVISITxR]

@PostyXBT Check out $SEMI, RH OHM ponzi

[Otto Suwen @OttoSuwen]

I believe that @Semivaultxyz will act as a much slower OHM fork than @NetNetCap. Both have their own specific niches and I have a significant amount invested in both. I really like the price floor mechanism (even after we retraced by 50%+).

[Bullkowski @PrettyVISITxR]

@xBlackCow @EtoSMmaQwEPoTpf @NetNetCap @Semivaultxyz $SEMI gone flacid

[SemiVault @Semivaultxyz]

Inflation self contained

No FED intervention needed

Gud tek $semi

[‘’ @Sub_taye0]

been digging deeper into how $SEMI actually works, and the “watch” analogy they’re using here is honestly pretty fitting.

at the center is the floor.

$SEMI isn’t built around a random number on a dashboard. The floor is backed by tokenized Micron, and the system is designed so that backing can move in one direction.

the barrel is where bonding comes in. users bring MU into the system, receive $SEMI at a discount, and that MU gets pushed into the protocol’s locked liquidity.

then you have the ratchet.

this is probably the part I find most interesting.

emissions aren’t just switched on because a new epoch started. The system looks at backing per $SEMI and only allows the ratchet to move when a new high-water mark is actually established.

no new high = no ratchet emission.

new high = the system can mint against that improvement.

and it runs on a 6h cycle, which makes the whole thing less about chasing a temporary price spike and more about proving the backing actually held.

then there’s the staking side, where part of the newly minted supply goes to stakers.

so you end up with this loop:

bond MU → grow the floor → improve backing per $SEMI → ratchet can move → emissions → stake → repeat

that’s a very different proposition from simply launching a token and hoping demand keeps the chart alive.

there’s actual machinery underneath $SEMI.

real-world asset backing, Olympus-style bonding, a one-way floor, and emissions tied to the strength of that backing.

still early, obviously. but the more I look under the hood, the more I understand why the team keeps treating $SEMI like a machine rather than just another token.

you don’t really “own the machine.”

you keep it running for the next cycle.

$SEMI

[Laplaced @0xlaplaced]

NetNet has 17× the FDV and 17× the audience of SemiVault.

Yet their deepest pools both hold roughly the same liquidity: ~$1.3M.

One built distribution.
The other built capital efficiency.

I dug into both machines to see what the market is actually pricing.

[arjuwuami @EtoSMmaQwEPoTpf]

At first flipping $NET was a bit unrealistic, but now I can clearly envision $SEMI doing it

I mean, it’s just better? With an even better narrative lmao

We are going for all the onchain $MU