Crypto Mumbles – Telegram
Crypto Mumbles
@cryptomumbles
9.26K subscribers
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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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Crypto Mumbles
9.26K subscribers
Crypto Mumbles
Crypto Mumbles
a good point that i learned from rektproof is that mondays are usually days where the direction of the week is set, usually through forming of a range (monday high and low) the week then usually trades in between this monday range so don’t trust movements…
rektproof 🫡
168 views
Crypto Mumbles
https://x.com/lemiscate/status/1704872814111502380?s=20
X (formerly Twitter)
Marc Zeller 👻 💜 🦇🔊 on X
Expecting >5% on 'risk-free' products indefinitely is like banking on a perpetual 20% from Terra.

Revisit in 6-18 months for the true yields on both fronts.

Those getting married to the "RWA wave" could be in for a shock.
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Crypto Mumbles
Crypto Mumbles
while it might seem like i'm bullposting posttech (pt) i want to surface the negatives as well for a balanced perspective: 1) shares instead of keys (hello SEC) 2) basically a clone of Twitter (p sure its illegal) 3) fork of friendtech (hard to flip incumbents)…
add this one to the list of negatives of pt

https://x.com/alpha_pls/status/1704892419517407737?s=20
X (formerly Twitter)
Aylo (@alpha_pls) on X
Team talking about making everyone rich for joining their app? Never seen that end well in crypto.

🚩
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Crypto Mumbles
https://x.com/GarrettHarper_/status/1704868817979994328?s=20
X (formerly Twitter)
Harp on X
So, @EclipseFND is Solana with:

- reduced bandwidth (reliance on Celestia)
- increased time-to-finality
- an upgradable bridge contract
- sequencer challenges
- no production-ready fraud/validity proofs
- no existing defi/nft ecosystem
- no enterprise integrations…
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Crypto Mumbles
#reads eclipse

https://x.com/LoganJastremski/status/1704540886032412704?s=20
X (formerly Twitter)
Logan | X on X
In the near future, Local Fee Markets will not be nice to have but required - solving the noisy neighbor problem

The Founder of @EclipseFND and I sat down to discuss bringing parallelization to the Ethereum Roll-Ups Ecosystem. We discuss:
- Local Fee Markets…
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Crypto Mumbles
https://x.com/dpycm/status/1704896565973008841?s=20
X (formerly Twitter)
dpycm on X
hey all, i got a question

if i want to aggregate my weekly reads into a post, is it better if it is done on:
172 views
Crypto Mumbles
Crypto Mumbles
while it might seem like i'm bullposting posttech (pt) i want to surface the negatives as well for a balanced perspective: 1) shares instead of keys (hello SEC) 2) basically a clone of Twitter (p sure its illegal) 3) fork of friendtech (hard to flip incumbents)…
another red flag of pt

https://x.com/DextMoon/status/1704893852824330659?s=20
X (formerly Twitter)
Prince of Poverty | Manifesting | Gh0Stly on X
#PostTech forked this GitHub https://t.co/PiXALwYe0c and just added a token airdrop then said they’re gunna share millions of dollars with everyone

This is like the most concerning combination of events in existence lol
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Crypto Mumbles
drop a quick like on this tweet if you can, might be worth something because cryptojoe has been building something for the past 7 months

https://x.com/Crypto_Joe10/status/1704908493256315221?s=20
X (formerly Twitter)
CryptoJoe on X
Going to run a noscript in the bull market to airdrop “Bear Market Survivors”

If you’re still alive, drop a like.
184 views
Crypto Mumbles
https://www.paradigm.xyz/2023/09/casino-on-mars
Paradigm
The Casino on Mars - Paradigm
Paradigm is a research-driven crypto investment firm that funds companies and protocols from their earliest stages.
180 views
Crypto Mumbles
https://x.com/0x5f_eth/status/1705039005996265580?s=20
X (formerly Twitter)
0x5f Capital on X
keep your attention on the primary asset in the asset class, always.

there is a common pattern that happens in crypto. Now we see it today with @friendtech

many call it "death loops" (and it's bullish for FT)

derivatives have popped up for FT... they're…
179 views
Crypto Mumbles
https://x.com/ZoomerOracle/status/1704921335615352891?s=20
X (formerly Twitter)
Zoomer Oracle on X
I have 2 accounts on @nansen_ai and received 2 of these emails the last hour. Phishing or is my pc controlled? (these are 2 different emails on 2 different accounts)
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Crypto Mumbles
Crypto Mumbles
https://x.com/ZoomerOracle/status/1704921335615352891?s=20
https://x.com/nansen_ai/status/1705137387838574904?s=20
X (formerly Twitter)
Nansen 🧭 (@nansen_ai) on X
🚨 Important update from us at Nansen. Please take a moment to read this.
172 views
Crypto Mumbles
https://x.com/dpycm/status/1705173191659082068?s=20
X (formerly Twitter)
dpycm on X
Mumble Wrap #1 (Beta Testing)

Mumble Wrap will be me consolidating my weekly reads. These reads are materials that I store as and when on my tg channel (https://t.co/4ZK04FGhui ), so subscribe if you prefer more real-time updates!

1/16
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Crypto Mumbles
MM pump and dump playbook

https://twitter.com/es27ot/status/1704267885407850756
X (formerly Twitter)
BobbyAxer on X
1) Manipulative pumps of low-cap coins have become a hot topic, with a lot of speculation that DWF Labs are behind them. Therefore, we will continue to investigate them, look on-chain, and explore other pumps. A thread 🧵

Post about blz/trb/unfi below. I…
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Crypto Mumbles
https://x.com/rollbitcom/status/1705196259189878856?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
X (formerly Twitter)
Rollbit on X
Due to regulatory uncertainty and low adoption, we’ve decided to sunset ‘Degen EXchange’ for now.

Any holdings from Degen EXchange can be sold or withdrawn, but buying third-party assets has been disabled.

$RLB functionality is unaffected and $RLB can be…
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Crypto Mumbles
now that the buzz is about building more consumer apps instead of infra, thought of revisiting this piece regarding the app -> infra cycle

worth a read (or reread)

https://news.1rj.ru/str/cryptomumbles/3510
Telegram
Crypto Mumbles
breakout apps lead to infra

the cycle goes as follows:
app->infra->app->infra->app (and so on)

the fat protocol, thin app thesis of crypto has led to many developers racing to build the next infra

but instead apps should be focused on first as they inspire…
181 viewsedited  
Crypto Mumbles
Microsoft Blockchain Case Studies.pptx.pdf
14 MB
Microsoft's "use cases of blockchain" deck by an ex employee

source from @decentraliseddotco
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Crypto Mumbles
Crypto Mumbles
now that the buzz is about building more consumer apps instead of infra, thought of revisiting this piece regarding the app -> infra cycle worth a read (or reread) https://news.1rj.ru/str/cryptomumbles/3510
a short piece on apps vs. infrastructure

#reads

https://medium.com/@dpycm/apps-v-infrastructure-19f4a4e80ee3

https://x.com/dpycm/status/1705244090928111837?s=20
Medium
Apps vs. Infrastructure
The never-ending cycle of innovation
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Crypto Mumbles
MMs v tokenholders

https://twitter.com/DumpWatcher/status/1705074998262784479?t=d_aia_SEwU5cS0V6UjaL9Q&s=19
X (formerly Twitter)
Dump Watcher on X
Why do most altcoins trend to zero?

Because the deal between MM and project teams works against tokenholders

A thread on how MM dump on you

Please like & follow for more 🧵 content by @DumpWatcher

👇🏼
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Crypto Mumbles
https://x.com/pakpakchicken/status/1704835348130562071?s=20
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Crypto Mumbles
base (hypothetical) airdrop dashboard

https://twitter.com/0xnouveau/status/1705301461998108766

dashboard:
https://dune.com/0xnouveau/base-airdrop-rankings-arbitrum-style

#resource
X (formerly Twitter)
Nouveau on X
https://t.co/3B2CQt2N2m

just spun up my first ever @DuneAnalytics dashboard for a @BuildOnBase airdrop simulation, dedicating it to @defi_mochi for getting me into the Dune/onchain data game a month or so ago

adding my thoughts on the probability of $BASE…
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