onchain used to be a place where anyone with drive n dedication could enter the arena with zero and come out a king. Now it seems majority are really just looking to farm up social capital and cash that in. A lot of the current iteration of onchain “trading” if you can even call it that anymore is exploiting social capital and mistaking it as edge.
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alr i guess the token is infinitely inflationary now with no drop off. bullish for the protocol in terms of longevity.
fries (for me).
the extreme mid curve take on paper trade was dismissing it as an infinitely inflationary token. the issuance curve flattens out and u could've asked any ai model to tell you the total supply + or - 5% given left tail <2m LP situations.
all of the information was given prelaunch, even the relayer queue priority. when you boil it down to raw numbers, the FDV at which you were getting the tokens at whether you did delta neutral or 1000x instant liquidation were extremely forgiving. if you skipped it for the reasons, reflect n adjust.
as for pmf, if you ever traded on rollbit perps, you'd understand; except this time its transparent, you dont have to worry about getting your money locked, and you can own the casino.
paperliquid.
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the fun part about this is that the erosion of technical moat actually serves to benefit those who lacked the technical ability in the past but have the creativity and vision to spin up any passion project they want by themselves (look at papertrade). the days of needing a multi person team is over.
you can literally build a unicorn or manifest any vision into reality. instead, ur prompting ai to help you create nth rendition of a launchpad or a spinoff of the daily runner. the memecoin financial nihilism theme of last cycle still has its ripple effects today.
truly ironic, since the pendulum is swinging back and this is a cycle focused on fundamentals and actual good businesses.
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deploying coins/bundling is not trading. yes you can make money off of it, but much like how the edge in NFTs eroded with time, you can see the same happening in trenching/memecoins > technical moat has flattened out through democratized access to tools like proxima and ai models, making it extremely easy to spin up tech adjacent coins.
imo, its sort of a poisoned apple situation because you get conditioned to participating in a tiny closed loop pvp arena n dont really build any transferrable or scaleable skills that you can bring with you if you climb up the port/nw rankings. try not to miss the forest for the trees friends. theres a way bigger arena out there if you have the vision.
also, please stop referring to deploying as "devving". you are not a developer. insult to real developers with actual technical skills.
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retard in motion > genius at rest?
instead of writing out think pieces about why papertrade wont work, you could've just clicked long short and come out with some pretty insane EV.
assuming 12.x billion total supply after emissions. i ended up with around .6 ish + % of total paper supply. given the staking rewards, im in profit already effectively riding supply for free and printing fees.
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Definitely ragebait but markets value revenue durability, TAM, transparency, and alignment.
Everyone comparing their revenue to Hyperliquid to justify a higher valuation is not a good sign for Hyperliquid
What’s with the hype S3 psychosis?
If you understand incentives, it’s very unlikely there is another airdrop. Airdrops are a superpower that really only work once lol.
Give me a real reason besides muh decentralize supply < this is cope
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the original airdrop was always just a mechanism to bootstrap liquidity, attention, and users.
hoping for a S3 airdrop?
fries
the only people that expect a s3 airdrop are those who missed the airdrop, didnt have the capacity to reason horizontally to other platforms like lighter, and variational, and cling stubbornly to an honestly entitled belief that they should be rewarded for the platforms pmf
its 40 years of staking emissions plain and simple
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if you really think about it, hype has never really truly entered a parabola. its always been steady grind up into long periods of consolidation.
i dont feel euphoric at all because i know where we're going.
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LET'S RUN IT BACK.
APE CITY
guys it’s not literally about your name being remembered lol
The overall point is to play to win rather than playing not to lose.
if u read this and agreed, that is why no one will ever remember your name.
when you're in your prime, step on the gas and manage your risk well. we're here to shoot for ceiling outcomes.
if u read this and agreed, that is why no one will ever remember your name.
when you're in your prime, step on the gas and manage your risk well. we're here to shoot for ceiling outcomes.
Seeing a lot of very young ppl with high unrealized gains, quick thought
If you make $500K on a memecoin or whatever here and you're 20 years old, walk away
It'll be super tempting to try and flip that into $5 million and make crypto into your career and life's purpose, but you've already won
You have time and compound interest on your side. If you put that $500K into the most boring boomer stocks and live your life as if crypto didn't exist then:
When you turn 27 your account will be $1 million, when you're 34, $2 million (top-1% of all households)
You'll have bankable skills, good friends, less stress
At 34 you'll still be super young and your friends'll be like "how the hell are you so rich?"
You'll say you bought a dumb memecoin 14 years ago and instead of gambling more, you listened to Untamed Adam's advice and took the generational win
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just getting started
animal spirits waking up, volatility expansion, purr mnav > 1, usdc aqav2 buybacks soon, hmmmm
what if
cant stop this train. the fact that hype isn't a top 5 coin yet is criminal, but that just means theres more value to siphon.
you're getting these hype, zec, lit, pump type of moves before BTC has even put in a HTF market structure shift.
onchain has also provided and will continue to provide a plethora of opportunity to go from zero to hero.
the future is bright
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animal spirits waking up, volatility expansion, purr mnav > 1, usdc aqav2 buybacks soon, hmmmm
what if
succeeding and making it in crypto without having to leverage your social capital is a pristine artform.
no shilling, no reflinks, no cabal, no deals. dont have to pretend like "onboarding" isnt just turning your audience into victims of the rape factory.
its just straight outperformance and hard work. stand proud if thats the path you're walking on.
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