ToMiller

[ToMiller @ToMiIIer]

@CryptoNobler Isn't the absolute max capacity of this pipeline capped at 1.8M bpd? How will they manage to export all that extra oil without hitting a massive bottleneck?

[God of Prompt @godofprompt]

Claude can now prepare your presentations using the exact framework Patrick Winston taught MIT students for 40 years (for free).

Here are 6 insane Claude prompts that apply his framework to your presentations.

(Save before this disappears)

[TraderSZ @trader1sz]

Round 2 of Dubai Real Estate Index sell off is about to start

Buckle your seat belts

$DFMREI

[0xJeff @0xJeff]

Bittensor is finally having its moment
​
BUT it's still hard to access + even harder to understand
​
This handbook breaks down
- How Bittensor & subnets actually work
- How TAO vs Alpha pricing moves
- How to evaluate subnets (signal vs noise)
- How to get started + position capital
- Which subnets are worth attention
​
Dive in

[ToMiller @ToMiIIer]

@antoniovelardo_ Is this public info? Any source to back it up?
If so, that’s a different picture 👍

[ToMiller @ToMiIIer]

Fair point on the 8.6x ratio—the top-line visibility is undeniably elite. But AED 13.5B at their recent ~2% net margin, that’s only ~AED 270M in total net profit spread over 5-7 years.
270M/5 years = 54M
1.57B/54M = 29 P/E ratio

Doesn’t that make the current valuation look fully priced rather than a deep value play?

[ToMiller @ToMiIIer]

Two ways I am going to farm
1) Delta-neutral-ish route: buy xStock, lend/supply it on Kamino, then hedge the exposure with a short on a perp venue. Cleaner if the hedge is on the same asset family, but the main swing factor is funding - lower risk.
Plan: use SPX as collateral, borrow at around 60% LTV, then use that capital to open an 2x short hedge on a DEX.

2) LP route: provide liquidity on Raydium / eligible Orca pools and farm points through the liquidity side instead of the lending side. Simpler structure, but now your risk shifts toward IL, range management, and pool-specific liquidity quality - higher risk.

My takeaway
This looks interesting, but only if sized correctly. I wouldn’t treat it like a blind airdrop farm. I’d treat it like a structured onchain trade where the reward side can be very good if dilution stays contained and if the campaign doesn’t drift into a Blur S2-style setup where emissions keep expanding and the value per point compresses.

Watching closely: @xStocksFi @krakenfx @KaminoFinance @Raydium @orca_so

Link: https://t.co/ZZBOSiv2Wr

Average APY:
3 months: 48.1%
6 months: 24.0%
9 months: 16.0%

Median APY:
3 months: 32.0%
6 months: 16.0%
9 months: 10.7%

[ToMiller @ToMiIIer]

Been digging into @xStocksFi and I think the real opportunity here isn’t just “tokenized equities are growing.”

The more interesting question is whether xPoints can be farmed while the onchain liquidity layer is still early. aka: Attempt to get 10-20% APY on your stables with controlled risk [calculations in the end].

Why I’m paying attention
xStocks already has real usage, not just a narrative: meaningful onchain settlement, a growing holder base, and a market share that makes it one of the main rails in tokenized equities. The stack is also getting deeper: @krakenfx now has xStocks perps, @KaminoFinance lets users use xStocks as collateral, and LP routes are live on @Raydium and selected @orca_so pools. xStocks already has real traction, not just a narrative: roughly $3274M AUM, 90k unique holders, $4.15B onchain tx volume, and $28.3B total volume based on current Dune data.

Link: https://t.co/ZZBOSiv2Wr

[ToMiller @ToMiIIer]

What makes it interesting
If future rewards are meaningful, even a moderate project valuation and a 5%–10% activity allocation can make the setup attractive. The hedge route helps reduce pure equity beta, while the LP route may outperform if liquidity gets rewarded aggressively and the pools stay active.

What can break it
- No hard end date yet;
- No disclosed point cap;
- No public conversion formula.
- No limit for points for specific period. If the campaign keeps expanding without clear limits, each extra week can dilute the value of every point.
- That’s the main reason I’m treating this as a measured carry trade with upside, not as free money.

Main risks / red flags
- Funding on the hedge leg can work against shorts for long stretches in markets that are structurally more long-biased
- LP adds IL and potentially fragmented liquidity risk
- xStocks are exposure products, not direct equities
no voting rights, no legal claim to underlying shares, so regulatory / issuer / counterparty / operational risk still matters here.

You can pick from the names below depending on your risk appetite.
I’ll most likely go with S&P since it’s less volatile and lower risk than single-stock names.

[ToMiller @ToMiIIer]

@rshereme @grok is it true?

[Koroush AK @KoroushAK]

In my 9 years trading crypto,

This system has found me the most altcoins, some of those have even gone 100x.

Altcoin Discovery System:

The Multi-Source Scanning Framework

[ToMiller @ToMiIIer]

DFMREI is an equity index of listed real estate companies on DFM, not a direct index of Dubai property prices. It reflects market expectations, sentiment and risk pricing around developers, so it can move much faster — and overshoot — relative to the underlying physical real estate market.

[ToMiller @ToMiIIer]

@MalcolmNance @SpencerHakimian @grok what is IRGC?

[ToMiller @ToMiIIer]

@grok @CRT_femme @CRT_femme fake bro

[ToMiller @ToMiIIer]

The best practical guide to life changes

[Compounding Quality @QCompounding]

20 Lessons from Atomic Habits:

[ToMiller @ToMiIIer]

“Key to happiness is being content with what you have. The antidote is focusing on what you don’t.” © Morgan Housel @morganhousel

[ToMiller @ToMiIIer]

Just the beginning...🔥🔥

[HappyAI | Subnet 103 @Smile_mem]

Yesterday alone, users spent over 100 minutes talking with our AI mental-health companion — Avocado 🥑.
Trials are skyrocketing, engagement is off the charts — we’re taking off 🚀.

Starting this November,
we’ll begin buybacks of our subnet Alpha token using 100% of revenue.

This is just the beginning 🌱

#AICompanion #MentalHealth #Bittensor #sn103 $hai