[God Candle Loading...]
idk plus i dont think its slowing down from here
i mean nothing is slowing down && tbh this will be my first proper bull market yet lets see how it goes
i hope it favors me goodly (generational wealth)
and yea i remain a delusional optimist
Show more
don't miss @papertrade_xyz launch
most perp exchanges are built around a simple relationship: traders provide the flow, and someone extracts from it
PaperTrade is experimenting with a very different incentive architecture
built on HyperEVM by @izebel_eth and @blurr:
- 1000x leverage
- Zero slippage
- Zero funding
- Zero trading fees
- No order book
prices stream directly from Hyperliquid’s L1 through read precompiles, removing the need for a traditional oracle
but the part i think deserves real attention is what happens when you lose
PAPER is the native token - no premine, team allocation, VC allocation or airdrop
when you lose a trade, your margin is converted into PAPER
those tokens earn USDC dividends from LP revenue
so the losing trader becomes economically aligned with the system they just lost to
that creates a fascinating flywheel:
retail losses → LP grows → PAPER gets minted → losers become stakeholders → stakeholders have an incentive to keep trading and bring others → more activity → more LP revenue
the LP itself is also designed to bootstrap from zero liquidity through platform activity rather than relying on external market makers
and when the LP approaches insolvency, emissions increase automatically to incentivize participation and recapitalize it
is it guaranteed to work?
absolutely not.
a sufficiently skilled trader with a persistent edge can potentially drain the LP faster than retail activity replenishes it. that is the core risk
but i actually like designs that expose a clear economic thesis and let the market test it
jez read Reminiscences of a Stock Operator and built a perp mechanism around some of its deepest ideas
that tells you something about the intellectual ambition here
im bullish on PaperTrade
my job as President Simplifyr0 is simple: understand whats complicated, strip away the noise, and make the mechanism legible
PaperTrade is coming
Show more
don't miss @papertrade_xyz launch
genuinely i have no idea whats wrong with RobinHood chain but i know Tendies will save you
/Tend_iT
the easiest $$ I’ve ever made in crypto, here’s exactly how i did it.
creators can launch their own token on Wonk and earn fees from its activity:
- Go to
- Connect your wallet
- Create your token
- Add a name, ticker & description
- Pair it with $WONK
- Set a 1% buy/sell tax
- Add your creator wallet for fees
- Launch
thats all.
i just launched $STB
CA:
drop your token below if you launch one.
Show more
its two different things here
@yoshi_v1 i learnt buying ZEC isn’t the same as actually using its privacy features. if your ZEC stays in a transparent address, you’re essentially using it like a public cryptocurrency. You have to move it into the shielded pool to get the privacy benefits.
Show more
i believe victory comes to me along the path I am destined to walk
ohh yea its here
good to see people catching up with the options genie DeriveXYZ will be the leader
@yoshi_v1 i learnt buying ZEC isn’t the same as actually using its privacy features. if your ZEC stays in a transparent address, you’re essentially using it like a public cryptocurrency. You have to move it into the shielded pool to get the privacy benefits.
Show more
weekends are for the Tendiemen i hope you’re having a blessed one
/Tendies_Safe_Haven
the best pre-bull winners usually don’t look like winners yet.
you’re looking for the things the market hasn’t fully priced in: genuine product-market fit, accelerating usage, strong retention, improving liquidity, credible distribution, meaningful catalysts and a team that can actually execute.
price is usually the lagging indicator. the harder part is separating real traction from temporary attention. anyone can manufacture volume for a week. far fewer protocols can keep users, grow activity, generate revenue and expand their distribution while still being early enough for the market to underestimate them.
i like thinking about it as a convergence of signals:
product → users → activity → revenue → distribution → liquidity → attention → price.
when several of those start moving together before price fully reacts, you may be looking at a pre-bull winner. you’ll never catch all of them. you don’t need to.
the game is finding enough of them early, sizing the uncertainty appropriately, and letting the winners reveal themselves as the cycle develops. the biggest edge in an early bull market is developing a framework that lets you recognize them before everyone else agrees.
Show more
best move is to deploy cash into pre-bull winners before Bitcoin impulses higher
now the question is can you catch all pre-bull winners? maybe no. one can only predict. or anyone got strat used in singling them out?
Show more
folks are still not getting the broader thesis, or probably just misinformed.
DeriveXYZ ($DRV) is the Hyperliquid of options.
you’ll see it eventually.
David Hoffman selling his ETH months ago is looking increasingly interesting in hindsight. back in May, he made one of the harder calls you can make as someone whose entire career, business and identity are tied to Ethereum: he sold his ETH. his reasoning was nuanced. he wasn’t bearish on Ethereum the network. he questioned whether ETH could still receive the structural rerating required for the ETH is money thesis to fully play out. since then, the capital he disclosed rotating into VVV, NEAR, ZEC, HYPE and LIT has, in several cases, dramatically outperformed ETH. LIT and ZEC have been the obvious standouts, with NEAR and HYPE also doing well. VVV is the important counterexample.
i think there’s a bigger lesson here: do not marry an asset. you can respect Ethereum, be bullish on Ethereum, believe it will remain one of the most important networks in crypto and still decide that ETH isn’t where you want the majority of your capital. at the end of the day, we’re here to build wealth. for me, ETH has been an incredible asset and an incredible network. im still bullish. but personally, i struggle to see a world where ETH meaningfully clears $6–7k this cycle. maybe im being completely delusional. maybe $5k ends up being the ceiling. either way, i’d rather allocate conviction toward asymmetric opportunities than hold something purely because i’ve spent years believing in it.
my current conviction basket: $DRV → the Hyperliquid of options. $ZEC. $HYPE. $LIT. $SOL → still one of my highest-conviction assets, even at these levels. i think we’re still incredibly early in this bull market. the hardest part isn’t finding something you believe in. if not knowing when your thesis has changed, when the opportunity has moved elsewhere, and having the conviction to move with it.
Show more
action ≠ progress
stop overtrading and believe in something
David Hoffman selling his ETH months ago is looking increasingly interesting in hindsight. back in May, he made one of the harder calls you can make as someone whose entire career, business and identity are tied to Ethereum: he sold his ETH. his reasoning was nuanced. he wasn’t bearish on Ethereum the network. he questioned whether ETH could still receive the structural rerating required for the ETH is money thesis to fully play out. since then, the capital he disclosed rotating into VVV, NEAR, ZEC, HYPE and LIT has, in several cases, dramatically outperformed ETH. LIT and ZEC have been the obvious standouts, with NEAR and HYPE also doing well. VVV is the important counterexample.
i think there’s a bigger lesson here: do not marry an asset. you can respect Ethereum, be bullish on Ethereum, believe it will remain one of the most important networks in crypto and still decide that ETH isn’t where you want the majority of your capital. at the end of the day, we’re here to build wealth. for me, ETH has been an incredible asset and an incredible network. im still bullish. but personally, i struggle to see a world where ETH meaningfully clears $6–7k this cycle. maybe im being completely delusional. maybe $5k ends up being the ceiling. either way, i’d rather allocate conviction toward asymmetric opportunities than hold something purely because i’ve spent years believing in it.
my current conviction basket: $DRV → the Hyperliquid of options. $ZEC. $HYPE. $LIT. $SOL → still one of my highest-conviction assets, even at these levels. i think we’re still incredibly early in this bull market. the hardest part isn’t finding something you believe in. if not knowing when your thesis has changed, when the opportunity has moved elsewhere, and having the conviction to move with it.
Show more
