From Twitter

Thoughts on the market by smileycapital
https://x.com/smileycapital/status/1846907600220090741

The story behind $GOAT
https://x.com/AISafetyMemes/status/1846220545542529329

VC Coins vs Memecoins
https://x.com/hmalviya9/status/1845018305888911697

Trusting Trust in the Age of AI
https://x.com/omeragoldberg/status/1846909251886764369

What Makes the Best Web3 Gaming Guide?
https://x.com/impalementd/status/1842942276475277422

Phantom Tokenomics, Inside the Obscure Daedalus Labyrinth
https://x.com/0xLouisT/status/1847233306414170168

Drift’s Path to Dominance: Exploring Its Market Potential
https://x.com/0x_jaethorn/status/1845806114711216190

Crypto Founder Culture Fit
https://x.com/ManoppoMarco/status/1846914298695897499

$ETH: A Saturday Tragedy
https://x.com/splitcapital/status/1845174023073955904

L2s Are the New Old L1s—And Why ETH's Price Is Stuck.
https://x.com/defiignas/status/1846595669131247886

Decentralized Derivatives 101: Models, Challenges, and Opportunities
https://x.com/chaos_labs/status/1844809725130756373

The Hidden Cost of Borrowing: Why High Rates on Lending Protocols Are Eating Into Your Returns
https://x.com/defidotmoney/status/1846547951226958185

RIP-7789: Cross Rollup Contingent Transactions
https://x.com/0xshake/status/1847353061053747610

A non-exhaustive list of the amazing Crypto work happening in India
https://x.com/thede_plandude/status/1845743807259664738

Breaking down how each sector of AI works
https://x.com/cryptotrissy/status/1843221654669017432

YouTuber MrBeast Accused of Making Millions from Low-Cap Token Pump-And-Dump Schemes
https://x.com/somaxbt/status/1844718089478324309

Mini-Thread/Curation - Saturday, October 19th, 2024 by rektdiomedes
https://x.com/rektdiomedes/status/1847645807874380156

A long-winded and winding update on Fredi9999 -- the person or entity -- who is singlehandedly rocketing up the price of Trump on prediction markets around the world
https://x.com/Domahhhh/status/1846597997507092901

We Analyzed The Top Crypto Venture Capital Wallets (Here's What We Found)
https://x.com/thedefiedge/status/1845787411323965478

The DeFi Renaissance: Make DeFi Great Again
https://x.com/Arthur_0x/status/1845844922085335457

A list of every app you can use today that is powered by Bittensor subnets
https://x.com/563defi/status/1843655518616690725

First interview with PunksOTC in years
https://x.com/randomcdog/status/1836741477420171325

$230K Morpho Labs PAXG/USDC Market Oracle Exploit Breakdown
https://x.com/omeragoldberg/status/1845515843787960661

On mgnr blowout
https://x.com/xmgnr/status/1845331228016136652

Definitive guide to studying ML without wasting time
https://x.com/yoobinray/status/1844460463670886902

Good take

What is your edge?

I wrote a tweet about Pendle and Contango the other day here: https://x.com/Route2FI/status/1843665911875547198 where I highlighted that both Pendle-based and Ethena-based strategies can give additional returns by using some of the looping strategies at Contango.

Their token $TANGO is a beta to numerous narratives, similar to how Pendle is both a beta to EigenLayer and Ethena.

The token $TANGO is on a presale at Fjord right now, and 50% of the tokens are already sold after 30 minutes: https://app.fjordfoundry.com/pools/0x1A8B3dAAda7C7fBf35446626c76CabE23bc7A2C8

Could be worth checking out. NFA. DYOR.

I am an investor in the project :)

From a group chat. Kind of agree with this tbh:

"Seriously there's many many great traders on CT but nobody who actually gives alpha with life before trading and life before making high figures. Its cool that they now post 7-8-9 fig pnls, but I couldnt give a shit. I want to know how they got from point a to point B. How they started, how much, what environment, what their first hints of success was, but nobody shares this anymore. Which is sad. Only highstakescap shared it in podcasts which was inspiring asf knowing he only had 500$ to live, and lived in Thailand because thats all he could afford"

lmao.

are you the chad that bets big or the Wall St. 9-5 employee who tracks Sharpe ratio?

Amen

Every VC in Scroll's latest round is down 30% from their initial investment
https://vxtwitter.com/redhairshanks86/status/1848653068554166339

So let’s say you know that you will die when you are 80.

If you’re 25, you have 55 years left. If you’re 40, you have 40 years left, etc.

Now, let’s apply house money to time.

Let’s say someone gave you an extra year right now.

You could freeze time, pause your life and just use this year exactly how you wanted.

So it would be 80 + 1 year.

Since you got extra this year (would you spend it differently?).

I know that if I weren’t retired myself already, I’d definitely use this year to travel, pursue other interests, starting a biz because you enjoyed it ++, basically everything I couldn’t do/or have time for while working a 9-5. Just exploring without any pressure to necessarily earn money.

Perhaps your goals are different from mine, but I find it difficult to imagine that if you were granted one more year, you would utilize it to amass riches or prestige.

The wisest use of time in this situation would be to engage in the types of things that many of us wouldn't allow ourselves to commit to during "regular" time.

This brings me further to the question: if you know exactly what you’d like to do and this is what is making you happy, then why aren’t you doing these things right now? What are you so afraid of? Is anything really stopping you, or is it just in your head?

Read more in my newsletter here:

https://route2fi.substack.com/p/house-money

Asymmetry Finance is launching $ASF - limited Fixed price sale live today: https://x.com/asymmetryfin

Some strong arguments for why it might be a good buy:

- Backed by one of the largest institutional players in the world
- Currently providing one of the best liquid wrapper for CVX
- Already generating $2M revenue/year, all distributed to users
- Soon launching $USDaf, a decentralized & scalable Ethena competitor offering 15-30% APY
-Expected to drive massive revenue to the platform and, implicitly, to $ASF token holders
- $ASF available today at 30m FDV in a Fixed Price Sale on Fjord

To secure an allocation, head to the official sales page: https://app.fjordfoundry.com/pools/0x338bc73B46aCB955ca7994FEcF8c5e0330Ee68d9

Disclaimer: This partnership is made in collaboration with Tailored Web 3

Think about this the next time you're considering buying a new coin.

In traditional Web2 businesses, significant returns are typically linked to a company's long-term success.

Founders and early investors are incentivized to build sustainable businesses because their ability to profit is closely tied to the company's performance over time.

In contrast, Web3 often allows some market participants to secure large returns relatively quickly, without requiring the project to achieve PMF or demonstrate real utility, as access to liquidity is much easier.

TGEs can occur at any time and do not require the project to meet specific milestones, unlike IPOs in TradFi.

The weak success-exit link in Web3 causes a significant incentive misalignment.

Many market participants optimize for short-term returns that do not require a product to be successful in the long term.

https://sergiogallardo9.substack.com/p/cryptos-incentive-misalignment-problem

Enough said.

lmao

good question tbh

https://www.daos.fun/

Allows creators to raise money for a investment DAO/ fund (fair launch + everyone has the same price) to trade memes

Bringing back ICO vibes, plus memes and AI aspect added to it