rebellingJake

Crypto fundamental analyst, DeFi degen and Airdrop hunter 💰

[rebellingJake @reBellingJake]

@Kairos_Res @Scroll_ZKP @ether_fi Last money grab obviously

[fabiano.sol @FabianoSolana]

Drift had a 2/5 multisig with 0 timelock

$280M gone...

I checked other defi protocols on Solana:

- Jupiter Lend: 4/7 (with 12h timelock)
- Kamino: 5/10 (with 12h timelock)
- Loopscale: 3/5
- Solstice: 3/5 (with 1d timelock)
- Exponent: 2/3

[Andy @andy_blockspace]

Včerejší livestream s @reBellingJake už je opět live i jako video na Youtube (odkaz v komentu).

V tomto streamu zazněla spousta pohledů, které jsou v téhle chvíli dost kontrariánské, ale myslíme si, že trh se teď mýlí - krypto hledá dno a jsou tu specifické altcoiny, které jsou na hodnotách, které jsou dotažené do naprostého extrému a nabízejí super R/R.

[rebellingJake @reBellingJake]

@m0xt_ @SkyEcosystem Definitely to more convinced hands. On the other hand why should anyone diamond hand a yield?
Taking profits at least on yield significantly reduces the risk.

[rebellingJake @reBellingJake]

@Zbynek_Stanjura @P_Fiala Ne. Voliči vás vykroužkovali, protože jste jako ministr financí rádoby pravicové vlády nedělal pravicovou politiku.
Přislo nejvyšší zadlužení za jedno volební období, zvýšení daní a odvodů a místo úspor více státních zaměstnanců, více byrokracie, tři ministři navíc.

[Andy @andy_blockspace]

live s @reBellingJake o trhu, korporátních L1s, Solaně a spoustě dalšího

[Andy @andy_blockspace]

Live s @homershillson a @reBellingJake o stablecoinech, WLFI launchi a všem kolem

[Solana @solana]

Apps simply grow faster on Solana than anywhere else on the planet:

- @jup_lend hit $1 billion in deposits in 8 days
- @pumpdotfun creators earned $2.4 million in 24 hours after an update this week
- @BagsApp creators earned $20 million in August, their first full month after a new product launch
- @theprivacycash launched and grew to $2.3m daily volume overnight
- @phygitals went from 0 to $10 million in GMV in the last week
- @Collector_Crypt went viral, adding $13 million in net new revenue in August
- @KASTcard grew to $20m in ARR and 500k installs in 13 months (pictured: KAST's new solid gold card)

[rebellingJake @reBellingJake]

@celestia @AliHabbabeh Now when everyone is looking we would love to see XO Market with real money. It(s not fun with testnet tokens anymore

[rebellingJake @reBellingJake]

Tbh if you have @BoredApeYC or @Azuki pfp I will not follow, because you're probably boomer from last cycle, that lost couple dozen ETH just by holding pic With @pudgypenguins, I know you're on meta ✅
If you have @MadLads pfp = my respect, future meta 🫡

[rebellingJake @reBellingJake]

@elonmusk People will always go for more entertaining choice here

[rebellingJake @reBellingJake]

@ImGlassCrown @CozomoMedici It's just delicious 🤤

[rebellingJake @reBellingJake]

@AliHabbabeh @blockworks I have high hopes for XO to became Polymarket 2.0

[Andy @andy_blockspace]

Přichází Letní Korekce? | Recap Live https://t.co/sVvhRuEgYR

[Delphi Digital @Delphi_Digital]

Stablecoins process trillions annually on chains that aren't designed for them.

@PlasmaFDN is the first chain built to be the global settlement layer for digital dollars.

How is Plasma different from general-purpose blockchains?

First it's liquidity. Roughly $155B USDT is scattered across a dozen networks, increasing fragmentation & bridge risks.
Plasma plans to unify this under one settlement layer where stablecoins can be swapped & redeemed. No need for bridges and wrappers.

Is a Stablecoin Chain Necessary?
Performant chains like Solana solve throughput but not liquidity coordination. They treat stablecoins as just another token, not the foundation.

Plasma treats stablecoins as the primary use case, enabling potential optimizations like zero fee transfers.

With Plasma, Tether is not only the issuer, but also the monetary and infrastructural substrate.

This lets Tether:
• Build vertical integration between issuance, transfer, and redemption
• Set protocol-level guarantees around things like redemption timing and compliance requirements
• Provide native tools and SDKs without needing to support different chains and environments

Think of it like Visa launching a global card network that also controls the payment rails, identity layer, and the merchant backend.

Plasma isn't competing to be another L1 but to be the settlement layer for the digital dollar economy.

[Beanie @beaniemaxi]

If you’re buying bitcoin treasury company stock instead of just buying bitcoin, you’re a fool.

[rebellingJake @reBellingJake]

@Rabby_io When Rabby on Solana?

[Andy @andy_blockspace]

Dnes ve 20h livestream @reBellingJake a @homershillson o aktuálních pumpách na trhu a novinkách jako je otevřená cesta k tokenizaci RWAs, stablecoinech, nebo budování BTC rezerv.

Odkaz na YT v kometech, vidíme se večer!

[Mike Alfred @mikealfred]

Inflation is crashing. QT is ending. The dollar is tanking. Long term yields are falling. Global M2 is breaking out to all time highs. The US Government wants to buy as much BTC as they can. And Bitcoin is still trading for $82,000. Explain to me again why I should be bearish.