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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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!
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.
Forwarded from unfolded.
CPI y/y: 3.7%
CPI m/m: 0.4%

Core y/y: 4.1%
Core m/m: 0.3%
HLP all-time pnl reached $1M today.

Market making is an opaque industry typically reserved for a privileged few. With HLP, market making is transparent and democratized.

As always, past performance does not guarantee future returns, and this is not financial advice. You can view HLP here: https://app.hyperliquid.xyz/vaults/0xdfc24b077bc1425ad1dea75bcb6f8158e10df303
🔥2
DGS explaining the wealth allocation of different net worth tiers

Key takeaways:
> RE should be capped at 30% of NW
> Being the highest paid employee will not make you rich, but financial assets will
> To grow NW from $1m - $1b, start a business
> Fixed income investments are a small % because the wealthy use them to cover expenses

#reads DGS

https://x.com/degenspartan/status/1712640971475956022?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
Forwarded from unfolded. DeFi
Perpetual trading protocol GMX bags biggest chunk of $40m Arbitrum grant  — link
Forwarded from Ahboyash Reads
Web3 CFO Guide to Treasury Management-1.pdf
37.6 MB
Crypto Treasury Management by Request Finance

1. What Is Crypto Treasury Management?

2. How to Manage A Crypto Treasury?
- Liquidity Management
• Budgeting & forecasting
• Crypto payments

- Funding Management
• Fundraising
• Trading &Hedging
• Portfolio Management

- Risk Management
• Risks facing crypto treasuries
• Strategies to reduce crypto
treasury risks

3. Crypto Treasury Management Systems
- What they are
- Benefits & Functions
Forwarded from unfolded.
SEC reportedly will not be appealing court decision on Grayscale Bitcoin ETF: Source familiar — link | reuters | bbg