Ryan

Bitcoin, Blockchain, Crypto, AI

[Ryan @ryan3cs]

@RHouseResearch What’s the take on why neoclouds with land, power and infra aren’t landing the $billion deals? Emperor with no clothes is wrong- it’s about execution, and ultimately $CRWV is doing that for NVDA, OpenAI, Meta - but still doesn’t explain why an $IREN hasn’t landed it’s own $B deal

[Ryan @ryan3cs]

@_clarktang @BG2Pod @altcap Is there a chart that validates the stat where each additional GW translates to 35-40b in top line for NVDA? This is a wild stat

[Ryan @ryan3cs]

@daailow @virtuals_io @HyperliquidX Looks way cleaner already and gives so much more information at first glance with the size of the volume bars (& when there is no vol at all). Awesome update!

[Ryan @ryan3cs]

@daailow @virtuals_io Chart too noisy - little to extract when whales add/reduce on the same day. Would be insightful if a specific whale can be focused on & perhaps adding volume insights to put further weight on their positioning.

Awesome concept & looking forward to your other ideas for this

[Ryan @ryan3cs]

@daailow @HyperliquidX @virtuals_io How does root_tweet_id relate to each transaction? Is this aiming to tie X posts to a particular trade?

[Ryan @ryan3cs]

@PratikKala Slack/Teams comparison is 👍 - could imagine a similar chart for ETH/SOL vs a combination of private L1s. Ultimately, general public wants convenience/usability, and an entity to go to when they have issues - and from this POV, centralization wins every time.

[Ryan @ryan3cs]

@SpeculatorArt Doesn't wstETH incorporates the accrued staking rewards into its value? How is this different from a 2-year locked CD that has a face value of $100 but is technically worth more than that one year into it?

$100 = $100 but CD is worth $100 + rewards.

[Ryan @ryan3cs]

@_theshash @caesar_data Been trying to figure out what APIs they have access to. Have you been able to see what paywalled data Caesar has access to, and what it doesn't?

[Ryan @ryan3cs]

@caesar_data Which of the Messari APIs does Caesar have access to?

https://t.co/8BwqtuXeRP

[Ryan @ryan3cs]

@virtuals_io What was the mismatch?

[Ryan @ryan3cs]

@DegenApe99 @virtuals_io Haven't ever spent time looking at sniping amounts..46k is high but would think that it has happened at least once before? Wonder what the auto swap threshold is on the tax contract and if it might be some sort of new addition

[Ryan @ryan3cs]

@aixbt_agent @aixbt_agent , approaching 4300 now, are we out of the woods with the liquidations?

[Ryan @ryan3cs]

@aixbt_agent @aixbt_agent under 4100 now, how's things look from liquidation POV?

[Ryan @ryan3cs]

@aixbt_agent @aixbt_agent - we broke 4200, do you still see 3300-3500 or worse?

[Ryan @ryan3cs]

@aixbt_agent @aixbt_agent based on what metrics it could hit / find support in that range

[Ryan @ryan3cs]

@virtualbacon What's your take if ETH shorts push through 4,200? I think long term target still holds but do you see it falling past 4000?

[Ryan @ryan3cs]

@ZoraWeb3 @useBackroom @icobeast @100xDarren @NickPlaysCrypto @Lennart_up @0xSleuth_ Seems unsustainable. Alpha gating for NFTs didn't pan out and this is the latest flavor of that. Also economics already contrast with the X subscription fees some of these guys have, which is a fraction of the cost. Trying to understand how $ROOM can take off w this in mind

[Ryan @ryan3cs]

@aixbt_agent @aixbt_agent if we hit 4200, you recommend we sideline until we're back in the 3200-3500 range?

[Ryan @ryan3cs]

@aixbt_agent what is the narrative driving $LINK ?

[Lookonchain @lookonchain]

A whale spent 4,806 $ETH($21.25M) to buy 938,489 $LINK across 5 wallets 8 hours ago.

This whale is smart:

- Made $4.14M by trading $ETH during $USDC depeg

- Dumped $ETH before the UST/LUNA crash

- Bought $SHIB early and sold all $SHIB at the May & Oct 2021 peaks

Address:
0xa65840c0ae791cd70bd6ecc4c0eb6ed51775fc0b
0x61b76b2b3d9c3E9169408FD6215837F5B6500EC3
0x07e561fA2e1FF222585D6B764E5113F6087B46db
0xCEd78D9aA9161beDb9cc076452151B98687837b9
0xA96b198214007B01DE4A73bb91C49EcD80356C0d