sillylittlegoose

i buy and sell internet coins sometimes

[sillylittlegoose @sil74197]

Think good chance intergalactic top for UNI, NEAR & VVV

[sillylittlegoose @sil74197]

Bye bye 👋👋

[sillylittlegoose @sil74197]

Yes

[⏢brianbreslow @brezshares]

Long zcash:native on the thesis it will capture a significant share of BTC hashrate.

Long pearl-2:native on the thesis it will capture even more hashrate than BTC has ever had.

Higher for both.

[sillylittlegoose @sil74197]

SOMETIMES I REALLY WISH I WAS A DIFFERENT PERSON

Just so I could be friends with my current self

And say things like “You know there was this one trader….”

[sillylittlegoose @sil74197]

🏳️‍🌈🐻 keep giving this rally fuel

We are top of range

Garrett owning 1% of supply made ZEC go down *checks notes* -1.5%

Coin OI for a lot of the cycle winners came off a lot without significant price decreases

HIGHER??

[sillylittlegoose @sil74197]

talk about a perfect support line

cant be this easy?

[sillylittlegoose @sil74197]

lol

[sillylittlegoose @sil74197]

garrett bullish psychology is so confusing

bro bought a bunch of ZEC in spot and ran it up

then to derisk a portion instead of just selling the spot, he chooses to put a public short on Hyperliquid, AND THEN goes on twitter to boast about his total size highlighting to the market the potential overhang that exists and increasing the probabilities of him losing money on the unhedged portion???

?????

[MLM @mlmabc]

A screenshot Garret Bullish just shared on Twitter shows him withdrawing 68.08K ZEC from Binance on December 24 last year, worth $29.7M at the time. The same wallet withdrew another 134K ZEC, worth $58.6M, minutes earlier.

t1dHheg2SkTGBMK1VsCPwsqJ3Gccsnen7rf

He then shielded all 202.08K ZEC, but unshielded it minutes later and still holds the entire amount.

t1gGCYpyURMo2FcYDSqeR8pgp2Kx9rnT72V

At $1,580 per ZEC, those holdings are now worth $320M, up from $88.3M at the time.

So his 38K ZEC ($60M) short on Hyperliquid, currently showing an unrealized loss of $34.5M, can be seen as a partial hedge against his spot holdings.

0x92ea19eceb7a8de0f50978a1583a5d8b018050e9

[sillylittlegoose @sil74197]

best idea i can come up with for solana:So11111111111111111111111111111111111111112 outperformance is that it capitalizes on RWA activity better than any other L1

most of the tokenized assets will probably live on ethereum:native (not gonna deny that) but ETH wont be able to capitalize on velocity of RWA trading since it will live on L2s like RH (you likely need to buy $UNI for that)

same thing for BNB, most of the bAssets trade offchain through Binance

solana:So11111111111111111111111111111111111111112 through its MEV architecture and lack of L2s will likely be able to reap the knock on effects of an RWA boom

also...the hate on it is over exasperated, and likely a lot of hangover shorts to take out from the RH boom a month ago. most people dejected this due to the memecoin volume vamp, not recognizing that SOL memecoin volume was also growing, and new projects like STONK are still innovating on the chain

[sillylittlegoose @sil74197]

pearl-2:native at 10 dolla soon vibes

genny run for tha plumbers innit

[sillylittlegoose @sil74197]

@letsretireBTC I’m in for the pump 🚀🚀

[sillylittlegoose @sil74197]

You thought this asset was dead???

THE HYPE NEVER DIES

[sillylittlegoose @sil74197]

bought some hyperliquid:native 90/105 call spreads for Oct 30 on @DeriveXYZ today on this CLARITY dip

reasons i like this bet:
- Mike Selig likely comes out swinging fairly soon post this CLARITY FAILURE with his own CFTC regulation & this will cover perpDEXs HEAVILY (think to the trump name drop)
- 30/45D tenor IV is relatively cheap
- a roadmap FULL of announcements (look at the attached table)
- forced sellers are out -- Multicoin's stack is almost depleted, and Loracle shorts down to their last legs. Staking queue also remains at ATLs so spot flows looking good
- at avg SWPE levels so not paying expensive for the token atm -- which is impressive considering this is near ATHs and the bull market is just beginning

maybe chose the wrong expiries for this, but ill be happy to keep on rolling it forward

LETS SEE

[Tushar Jain @tushar_jain]

I found a version of zcash:native which:
- broadcasts your entire transaction history to the whole world
- is not quantum secure and has no credible path to be
- has no real plans to scale the chain to support global usage

Oh and it trades at ~60x the market cap of Zcash.

[sillylittlegoose @sil74197]

Study:
- the only protocol with positive YoY fundamentals
- one of the few non speculative based tokens at ATH fundamentals in the early innings of the bull
- the only token where insiders are buying MORE in the past 6 months and near 0 sell flow (longest on chain accumulation period)
- lending category as a whole criminally undervalued compared to tradfi comps (if you were shocked about hyperliquid / perps comps, this one is more insane)

[MONK @defi_monk]

Unironically the protocol that is the most downstream of tokenization (outside of exchanges) is $MORPHO

[sillylittlegoose @sil74197]

logging into safetrade and my spidey senses are tingling that im gonna be exploited soon

how is this the only way to buy $PRL 😭

higher?

[sillylittlegoose @sil74197]

an interesting thing about pearl-2:native is that if you believe

a) the ZEC bid is fuelled by Bitcoiners looking for an alternative SoV
b) Hashrate on BTC eventually becomes a concern due to AI swallowing compute

you should probably buy a small bag

[sillylittlegoose @sil74197]

this bull cycle is gearing up to be the most beautiful one yet...

think theres a good chance we could finally see
1. BTC failing as a crypto 'index' and meaningful alt rallies despite BTC PA
2. BTC SoV really getting tested & BTC.D making new lows
3. at least 2 new assets breaking into the top 6 (zcash:native & hyperliquid:native)
4. we actually enter the 'consumer' era and meaningfully increase retail adoption (not happened since 2021)

I HAVE A DREAM