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KΞRL_✂️
@KRL_defi_
Content maxi | Clips ✂️+ internet culture
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Soby explains how V4 hooks could change how tokenized stocks trade on Robinhood Chain: “V4 hooks basically let you programmatically change how transactions work.” “For example, you could have a pool for tokenized stocks that only trades during market hours, which could prevent the huge dislocations we’re seeing right now.” “You could also build in arbitrage recapture, If the $NVDA /USDG pool is trading 1% below $NVDA on Nasdaq, most of the arbitrage fee could go back into the pool.” “People would still take that arbitrage because it’s profitable.” “Those are just two basic examples, but V4 hooks let you set a lot more parameters for what you can do on-chain.”
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AJC explains how traders should approach copy trading on fomo: DineroDom: “What are the best practices for copy trading and following accounts?” AJC: “I’m so bullish on fomo. I think this is the next breakout social media application. If it can scale to tens and hundreds of millions of users, the sky really is the limit.” “I personally look down upon people who post a really bullish thesis and then an hour later they’re full stack in their position.” “I value my reputation a lot more than a couple thousand dollars. If I buy something that’s a bad trade and I plan on scaling or selling, I’ll update my thesis and give people a heads up.” “If the difference between me losing $5K and $10K is protecting my reputation, that’s an easy decision. My reputation is probably a lot more valuable than my total fomo account.” “Just generally, try to be honest. Don’t deceive people. If you don’t actually have a strong thesis on something, don’t tell people it’s the greatest play ever and then nuke the position when the chart goes down 10%.” “If you do have a big position, you don’t necessarily need to full stack and get out as quickly as possible. The UPNL is kind of real, especially once you have massive exchange listings.” “Everything with this $PONS trade I’ve been doing in public, so I’m going to keep doing it in public.”
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Easy ( @NotSoEasyMoney ) says the crypto market is the most EV-positive market in the world, pointing to how Cirrus found a $250,000 prediction market arbitrage hidden in plain sight during the World Cup. “I genuinely believe the crypto market is the most EV positive market in the world. I don't know if there's another industry with opportunities like this.” “Cirrus noticed ads during the World Cup for ADI PredictStreet and wondered how a brand-new platform outbid the major prediction market behemoths to sponsor the biggest televised event on earth.” “It was built on a new Ethereum L2 where you had to bridge funds to deposit. Out of 5 billion viewers, maybe a thousand knew how to confidently navigate that.” “He found a delta-neutral trade by buying ‘Yes’ on PredictStreet while buying ‘No’ on Polymarket or Kalshi, creating a risk-neutral arbitrage opportunity.
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Caller: “My dad is 84 and his estate is worth just under $5 million. He has about $900K in an IRA and a stock position that turned roughly $22,000 into more than $1 million.” “We discovered he bought 1,000 shares at $22, and now the stock trades above $1,000 a share.” “My brother and I want to make sure his estate is protected. Do we sell some of it and diversify, or leave it alone because of the step-up in basis when he passes?” Dave Ramsey: “You’re weighing two things: taxes versus risk.” “If you sell it today, there’s a substantial capital gains tax bill. If he passes away holding it, there’s no tax because of the step-up in basis.” “But the risk is that you’ve got over a million dollars tied up in a single stock.” “If that company gets into trouble tomorrow, the stock could get cut in half and you lose $500,000.” Caller: “We talked about maybe selling 20% to 25% instead of the entire position.” Dave Ramsey: “That’s probably the direction I’d lean.” “Sell off a portion over time, reduce the concentration risk, and move the money into mutual funds.” “You’re basically balancing the odds of something happening to the company against the odds of your dad passing away first.” “A million-dollar position in one stock is a lot of risk, no matter how great the story has been.”
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Easy says $AEON could be one of the most underrated AI infrastructure plays right now if the execution matches what’s being shown. " I think $AEON goes to 100 mil. I think this goes 10x from here. It sounds nuts, but if this is as legit as it sounds, I'm going to mess with it today. "If this is as legit, as legit as the GitHub looks, then this is so undervalued. Because it's like Hermes, but better. It's like OpenClaw, but better, and it's pre-built out of the box."
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