short term flows are ready to bail when momentum slows
https://x.com/DefiSquared/status/1711567771249545433?s=20
https://x.com/DefiSquared/status/1711567771249545433?s=20
X (formerly Twitter)
DeFi^2 on X
Despite the small setback last week, I entered this week positioned approximately $22 million net short, with a particular focus on eth and alts. [Long post on reasoning ahead]
To start, the P&L gain is approximately $1.65 million, with an undisclosed %…
To start, the P&L gain is approximately $1.65 million, with an undisclosed %…
Forwarded from Shoal Research Hub
The Debt Doom Loop And Why We're Destined To Print
My macro endgame thesis
>"A story of an over-indebted reserve country that is slowly going to be eaten up by debt and interest payments creating a debt doom loop with no way out other than for the Fed and Treasury to come together and print our way out of it."
Source: fejau’s Substack
My macro endgame thesis
>"A story of an over-indebted reserve country that is slowly going to be eaten up by debt and interest payments creating a debt doom loop with no way out other than for the Fed and Treasury to come together and print our way out of it."
Source: fejau’s Substack
fejau’s Substack
The debt doom loop and why we're destined to print
My macro endgame thesis
minted Kompete's OG divine cosmetic
free mint, limited edition, tradable NFT when the Bazaar opens
great upside if Kompete does well in the future
kompete.game/shop
free mint, limited edition, tradable NFT when the Bazaar opens
great upside if Kompete does well in the future
kompete.game/shop
Crypto Mumbles
just claimed my whitelist spot for the Citizens of Mantle NFT mint if you've applied previously when I sent the Mantle Journey event, check your email or here: https://journey.mantle.xyz/en/whitelist edit: claiming your whitelist spot is time sensitive**
X (formerly Twitter)
Mantle (@Mantle_Official) on X
Citizens of Mantle mint is 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝗹𝗶𝘃𝗲.
👨🎤👩🎤🦸♂️🦹♂️🧚🤹♀️🧟🧝♂️
Join the tribe and become a Citizen of Mantle — if you're on the whitelist, mint yours now!
🗓 Whitelistees have 1 month to mint from Oct. 11 - Nov. 9.
https://t.co/TqGyaurAXs
👨🎤👩🎤🦸♂️🦹♂️🧚🤹♀️🧟🧝♂️
Join the tribe and become a Citizen of Mantle — if you're on the whitelist, mint yours now!
🗓 Whitelistees have 1 month to mint from Oct. 11 - Nov. 9.
https://t.co/TqGyaurAXs
Forwarded from C4
Platypus sAVAX pool exploited, better GTFO out of Platypus and related forks (eg Hummus on Metis).
https://vxtwitter.com/PeckShieldAlert/status/1712355483024314626
https://snowtrace.io/tx/0x6a09d38505beeb29ed4dbb30de2803f30f3c62e2464c6a20ec17026c372c763e
https://vxtwitter.com/PeckShieldAlert/status/1712355483024314626
https://snowtrace.io/tx/0x6a09d38505beeb29ed4dbb30de2803f30f3c62e2464c6a20ec17026c372c763e
ngl my Citizen of Mantle looks good
rng on my side
anyw, fp is 19 MNT, if you missed the whitelist but wish to have one, you can check it out here
rng on my side
anyw, fp is 19 MNT, if you missed the whitelist but wish to have one, you can check it out here
FT users take note especially if you’ve used a FT sniper bot
https://x.com/garlamwon/status/1712431480822227135?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
https://x.com/garlamwon/status/1712431480822227135?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
X (formerly Twitter)
Garlam on X
🛑 Breaking News on Friend Tech Bots Potential Hack🛑
Possible hacking on Friend Tech Sniper Bots - Accounts are getting drained.
Be careful everyone.
Just as a caution measure move funds to a different wallet for now and let your keyholders know that this…
Possible hacking on Friend Tech Sniper Bots - Accounts are getting drained.
Be careful everyone.
Just as a caution measure move funds to a different wallet for now and let your keyholders know that this…
friendtech has been consistently taking hits the past few weeks
> unfair points distribution issues
> collapsing of 3,3
> simswap drains
> people using simswap/other reasons to rug keyholders -> further 3,3 collapse
> ft sniper bot draining
friendtech sentiments at an all time low as trust in the security of the platform further erodes. the collapse of 3,3 brought the prior euphoria back in check. now that everyone's keys aren't uponly, it suddenly doesn't make sense anymore. all thesis and arguments for ft went out the window. not green = not gud. only investors w conviction remain farming the airdrop and interacting w the platform. tbh i think most snipers/traders have been washed out since the frenzy is over. without the frenzy its -EV to be trading on 20% taxes.
friendtech hasn't been shipping at great speeds either compared to competitors. makes me wonder: strip the funding and airdrop speculation, what will be left of ft rn?
anyw, this would be the best time for a deriv to capitalize and possibly takeover (or at least attract some flows). let's see which one does!
> unfair points distribution issues
> collapsing of 3,3
> simswap drains
> people using simswap/other reasons to rug keyholders -> further 3,3 collapse
> ft sniper bot draining
friendtech sentiments at an all time low as trust in the security of the platform further erodes. the collapse of 3,3 brought the prior euphoria back in check. now that everyone's keys aren't uponly, it suddenly doesn't make sense anymore. all thesis and arguments for ft went out the window. not green = not gud. only investors w conviction remain farming the airdrop and interacting w the platform. tbh i think most snipers/traders have been washed out since the frenzy is over. without the frenzy its -EV to be trading on 20% taxes.
friendtech hasn't been shipping at great speeds either compared to competitors. makes me wonder: strip the funding and airdrop speculation, what will be left of ft rn?
anyw, this would be the best time for a deriv to capitalize and possibly takeover (or at least attract some flows). let's see which one does!
Forwarded from unfolded.
U.S. CPI in 30 mins
Forecast:
CPI y/y: 3.6%
CPI m/m: 0.3%
Core CPI y/y: 4.1%
Core CPI m/m: 0.3%
Please note: CPI bot is still in the test mode.
Forecast:
CPI y/y: 3.6%
CPI m/m: 0.3%
Core CPI y/y: 4.1%
Core CPI m/m: 0.3%
Please note: CPI bot is still in the test mode.