Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Forwarded from Shoal Research Hub
Ethena Labs: Not a single Dollar of Spot Backing Value is Held on Any exchange, Including Bybit

> Currently there is <$30m of aggregate unrealised PNL relating to Bybit hedge positions, which is less than half of the reserve fund.

Source: https://x.com/ethena_labs/status/1892971552565805309
Crypto Mumbles
https://x.com/coinbasetraders/status/1893060579226497294?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
12% reflected on desktop, not app

not sure why but maybe its just not reflected on the app yet

i transferred whatever i have on cb into the perps wallet for 12%
bsc CANNOT handle kanye's launch

imo only hyperliquid and sol can
bsc alr broke on broccoli don't even bother

it'll be cool if its on hl, but likely sol because its the most retail friendly and from his pov it makes the most sense
🤣3
in that aspect i don't think any other chain can replace sol because it has proven its edge this cycle

regardless how bad sentiment for sol is
🔥6
Crypto Mumbles
https://fxtwitter.com/katexbt/status/1893765068203954656
Don't wait for the perfect conditions to appear, go headfirst into the sub-par ones and make them perfect.
raydium down 27% on pf creating their own amm pools
😁6
jup remains viable and i think its possible for flows to converge over time

but the whole libra and team thing still looming rn as sentiments are bad