Forwarded from tradfi
*TRUMP SENDS LETTER TO JAPAN - 25% TARIFF
*TRUMP SENDS LETTER TO KOREA - 25% TARIFF
*TRUMP SENDS LETTER TO KOREA - 25% TARIFF
Forwarded from Hyperliquid Announcements
Etherscan released a HyperEVM explorer: https://hyperevmscan.io/
https://x.com/etherscan/status/1942186694977192179
https://x.com/etherscan/status/1942186694977192179
Crypto Mumbles
small chance pump tokenomics beats what bonkfun currently has but on the offchance it does, then i will max bid pump
another train of thought i've been seeing is to always counter trade ct consensus
current ct consensus seems to be that nobody wants to be bidding pf tge, esp w the initial fud during the first tge announcement, so it should be a max bid
and that pf will reclaim its throne eventually
current ct consensus seems to be that nobody wants to be bidding pf tge, esp w the initial fud during the first tge announcement, so it should be a max bid
and that pf will reclaim its throne eventually
Forwarded from Tree News (Tree News Bot)
Gate.io launches public token sale for Pumpfun, details available at https://gate.com/zh/pumpfun-sale.
Crypto Mumbles
also, it seems that pf tge timing wise is somewhat public news now and everybody is frontrunning the blackhole by derisking or waiting for the liquidity drain to happen before bidding what are the odds the sell off (blackhole) has already been done?
now that the fake pump tge on gate has been released for abit (deleted now)
i’m leaning toward this ^
i don’t really see strong vamping
i’m leaning toward this ^
i don’t really see strong vamping
SWPE = Tradable Market Cap/ Protocol Earnings
https://x.com/0xpicasso/status/1942365091367686243?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
https://x.com/0xpicasso/status/1942365091367686243?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
X (formerly Twitter)
Picasso (@0xPicasso) on X
Most traders obsess over useless technical tools until $HYPE absolutely destroys them.
I watched my position bleed from $25 to $12 in 3 weeks while every 'expert' called bottoms at $20... $18... $15.
One signal was quietly nailing every major bottom. I almost…
I watched my position bleed from $25 to $12 in 3 weeks while every 'expert' called bottoms at $20... $18... $15.
One signal was quietly nailing every major bottom. I almost…
Crypto Mumbles
$pump (assuming 4b tge)
29% max bid
20% small bid
51% not bidding
as of writing this post
20% small bid
51% not bidding
as of writing this post
- Walmart made $648B in annual revenue, and might pay $10 billion in credit card fees, with $15.5B in profit. Do the math: Eliminate payment fees and Walmart’s profitability, and therefore its valuation, controlling all other factors, could increase by over 60%, just through cheaper payment solutions.
- Chipotle, a growing quick-service restaurant, makes $9.8B in annual revenue. It pays $148M in credit card fees on a $1.2B in annual profit. Chipotle could increase its profitability by 12% — a dramatic number not accessible anywhere else in its income statement — just by reducing fees.
- Kroger, a national grocery store, has the most to gain because it has the lowest margins. Astonishingly, Kroger’s net income and cost of payments may be almost equal. Like many grocers, its margins are below 2%, less than the amount businesses pay to process credit cards. Kroger could potentially double its profits with stablecoin payments.
- Chipotle, a growing quick-service restaurant, makes $9.8B in annual revenue. It pays $148M in credit card fees on a $1.2B in annual profit. Chipotle could increase its profitability by 12% — a dramatic number not accessible anywhere else in its income statement — just by reducing fees.
- Kroger, a national grocery store, has the most to gain because it has the lowest margins. Astonishingly, Kroger’s net income and cost of payments may be almost equal. Like many grocers, its margins are below 2%, less than the amount businesses pay to process credit cards. Kroger could potentially double its profits with stablecoin payments.
🔥4👍1
Crypto Mumbles
i do agree that regardless of how pump does it’s good for bonkfun valuation wise if bonkfun is able to sustain its position (not just a one good weekend pop), the trade is bonkfun through its beneficiaries if there is any form of black hole liquidity drain…
short to mid term
longer term its still possible to grow the pie together aka both winning
regardless of the camp you're in, safest move is still to bid revenue beneficiaries since it has been the theme thus far for 2025 (until preferences change)
longer term its still possible to grow the pie together aka both winning
regardless of the camp you're in, safest move is still to bid revenue beneficiaries since it has been the theme thus far for 2025 (until preferences change)
👍3
Crypto Mumbles
mostly interested in graphite rn
the only position i really like rn is graphite $gp
at current levels of buyback from bonkfun, its cheap after factoring in actual circulating supply (slightly less than 50% of current mc / 55m)
2052 sol buybacks from last week starting: https://x.com/GraphiteProto/status/1942298468162089081
remains very strong
at current levels of buyback from bonkfun, its cheap after factoring in actual circulating supply (slightly less than 50% of current mc / 55m)
2052 sol buybacks from last week starting: https://x.com/GraphiteProto/status/1942298468162089081
remains very strong
🤣3